True Wealth Design, LLC New Holdings in Q1 2025

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VMI
Valmont Industries Inc

Industrials
26
New
$285.37 - $376.98 $7.42K - $9.8K
26 $7.44M
CUBE
Cube Smart

Real Estate
170
New
$40.23 - $43.23 $6.84K - $7.35K
170 $7.26M
EGP
Eastgroup Properties Inc

Real Estate
41
New
$155.63 - $187.46 $6.38K - $7.69K
41 $7.22M
CABO
Cable One, Inc.

Communication Services
27
New
$226.48 - $373.32 $6.11K - $10.1K
27 $7.18M
CPT
Camden Property Trust

Real Estate
58
New
$109.16 - $125.53 $6.33K - $7.28K
58 $7.09M
TROX
Tronox Holdings PLC

Basic Materials
1.01K
New
$6.82 - $10.37 $6.85K - $10.4K
1.01K $7.08M
EPR
Epr Properties

Real Estate
134
New
$43.98 - $53.81 $5.89K - $7.21K
134 $7.05M
Nextracker Inc
167
New
N/A
167 $7.04M
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
239
New
N/A
239 $6.9M
MTG
Mgic Investment Corp

Financial Services
277
New
$22.56 - $25.71 $6.25K - $7.12K
277 $6.87M
APPN
Appian Corp

Technology
232
New
$28.81 - $37.23 $6.68K - $8.64K
232 $6.68M
GTES
Gates Industrial Corp PLC

Industrials
355
New
$18.41 - $23.51 $6.54K - $8.35K
355 $6.54M
AMH
American Homes 4 Rent

Real Estate
172
New
$34.43 - $37.81 $5.92K - $6.5K
172 $6.5M
GES
Guess Inc

Consumer Cyclical
570
New
$9.27 - $14.23 $5.28K - $8.11K
570 $6.31M
FR
First Industrial Realty Trust Inc

Real Estate
115
New
$48.46 - $57.99 $5.57K - $6.67K
115 $6.21M
VTRS
Viatris Inc

Healthcare
711
New
$8.68 - $12.42 $6.17K - $8.83K
711 $6.19M
AMBA
Ambarella Inc

Technology
120
New
$48.94 - $82.94 $5.87K - $9.95K
120 $6.04M
RGR
Sturm Ruger & CO Inc

Industrials
149
New
N/A
149 $5.86M
AGCO
Agco Corp

Industrials
62
New
$88.82 - $106.69 $5.51K - $6.61K
62 $5.74M
CHH
Choice Hotels International Inc

Consumer Cyclical
43
New
$127.89 - $155.97 $5.5K - $6.71K
43 $5.71M
NNN
National Retail Properties, Inc.

Real Estate
133
New
$38.0 - $43.19 $5.05K - $5.74K
133 $5.67M
AWI
Armstrong World Industries Inc

Industrials
40
New
$136.0 - $154.19 $5.44K - $6.17K
40 $5.64M
XP
Xp Inc.

Financial Services
392
New
$11.05 - $15.69 $4.33K - $6.15K
392 $5.39M
ZI
Zoom Info Technologies Inc.

Technology
530
New
$9.43 - $12.01 $5K - $6.37K
530 $5.3M
SCVL
Shoe Carnival Inc

Consumer Cyclical
235
New
$21.24 - $32.31 $4.99K - $7.59K
235 $5.17M
HIW
Highwoods Properties, Inc.

Real Estate
170
New
$27.69 - $30.78 $4.71K - $5.23K
170 $5.04M
LIVN
Liva Nova PLC

Healthcare
122
New
$37.02 - $50.73 $4.52K - $6.19K
122 $4.79M
PTEN
Patterson Uti Energy Inc

Energy
576
New
$7.15 - $9.45 $4.12K - $5.44K
576 $4.74M
LDOS
Leidos Holdings, Inc.

Technology
35
New
$126.82 - $161.11 $4.44K - $5.64K
35 $4.72M
VSAT
Viasat Inc

Technology
453
New
$7.51 - $11.81 $3.4K - $5.35K
453 $4.72M
CTKB
Cytek Biosciences, Inc.

Healthcare
1.16K
New
$4.0 - $7.26 $4.65K - $8.44K
1.16K $4.66M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
New
$507.05 - $563.67 $4.56K - $5.07K
9 $4.63M
OI
O I Glass, Inc.

Consumer Cyclical
398
New
$10.17 - $12.26 $4.05K - $4.88K
398 $4.57M
KWR
Quaker Chemical Corp

Basic Materials
36
New
$123.61 - $145.39 $4.45K - $5.23K
36 $4.45M
CNXN
Pc Connection Inc

Technology
70
New
$59.79 - $74.22 $4.19K - $5.2K
70 $4.37M
RIOT
Riot Blockchain, Inc.

Technology
603
New
$7.12 - $13.54 $4.29K - $8.16K
603 $4.29M
FHB
First Hawaiian, Inc.

Financial Services
174
New
$24.13 - $28.18 $4.2K - $4.9K
174 $4.25M
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
578
New
$6.22 - $8.25 $3.6K - $4.77K
578 $4.2M
MCO
Moodys Corp

Financial Services
9
New
$437.8 - $527.48 $3.94K - $4.75K
9 $4.19M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
3
New
$1227.6 - $1458.46 $3.68K - $4.38K
3 $4.05M
NWBI
Northwest Bancshares, Inc.

Financial Services
326
New
$11.78 - $13.39 $3.84K - $4.37K
326 $3.92M
AVT
Avnet Inc

Technology
80
New
$46.61 - $54.65 $3.73K - $4.37K
80 $3.85M
VIR
Vir Biotechnology, Inc.

Healthcare
586
New
$6.48 - $12.48 $3.8K - $7.31K
586 $3.8M
Teekay Tankers LTD
99
New
N/A
99 $3.79M
COLB
Columbia Banking System, Inc.

Financial Services
151
New
$23.89 - $28.84 $3.61K - $4.35K
151 $3.77M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
82
New
$43.82 - $58.86 $3.59K - $4.83K
82 $3.74M
VERV
Verve Therapeutics, Inc.

Healthcare
808
New
$4.57 - $8.63 $3.69K - $6.97K
808 $3.69M
AVB
Avalonbay Communities Inc

Real Estate
17
New
$207.86 - $228.08 $3.53K - $3.88K
17 $3.65M
PRGO
Perrigo CO PLC

Healthcare
130
New
$23.5 - $29.47 $3.06K - $3.83K
130 $3.65M
Activity Summary
Buys All Purchases 2154 New Holdings 1347 Increased Positions 807 Sells All Sells 381 Reductions 381 Sold out 0 Options Calls 0 Puts 0
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