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
EVEX
Eve Holding, Inc.

Industrials
29
New
$3.11 - $5.89 $90.2 - $171
29 $97K
DDD
3 D Systems Corp

Technology
45
New
$2.12 - $4.72 $95.4 - $212
45 $96K
DCGO
Doc Go Inc.

Healthcare
36
New
$2.64 - $5.6 $95 - $202
36 $96K
TASK
Task Us, Inc.

Technology
7
New
$12.9 - $17.21 $90.3 - $120
7 $96K
SKY
Skyline Champion Corp

Consumer Cyclical
1
New
$85.72 - $108.14 $85.7 - $108
1 $95K
LMND
Lemonade, Inc.

Financial Services
3
New
$30.77 - $38.56 $92.3 - $116
3 $95K
SGRY
Surgery Partners, Inc.

Healthcare
4
New
$19.85 - $25.87 $79.4 - $103
4 $95K
CDZI
Cadiz Inc

Utilities
32
New
$2.93 - $5.45 $93.8 - $174
32 $94K
LQDT
Liquidity Services Inc

Consumer Cyclical
3
New
$29.26 - $37.61 $87.8 - $113
3 $94K
Mediwound LTD
6
New
N/A
6 $94K
CRCT
Cricut, Inc.

Technology
18
New
$5.13 - $6.01 $92.3 - $108
18 $93K
DRH
Diamond Rock Hospitality CO

Real Estate
12
New
$7.64 - $9.04 $91.7 - $108
12 $93K
RLGT
Radiant Logistics, Inc

Industrials
15
New
$6.15 - $7.66 $92.3 - $115
15 $93K
INFU
Infu System Holdings, Inc

Healthcare
17
New
$5.38 - $8.79 $91.5 - $149
17 $92K
LWLG
Lightwave Logic, Inc.

Basic Materials
89
New
$1.01 - $2.42 $89.9 - $215
89 $92K
CALM
Cal Maine Foods Inc

Consumer Defensive
1
New
$80.87 - $115.8 $80.9 - $116
1 $91K
PCH
Potlatchdeltic Corp

Real Estate
2
New
$38.35 - $47.34 $76.7 - $94.7
2 $91K
UDR
Udr, Inc.

Real Estate
2
New
$40.09 - $46.04 $80.2 - $92.1
2 $91K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
1
New
$87.72 - $111.91 $87.7 - $112
1 $91K
BTMD
Biote Corp.

Healthcare
27
New
$3.23 - $6.2 $87.2 - $167
27 $90K
ETWO
E2open Parent Holdings, Inc.

Technology
45
New
$2.0 - $2.92 $90 - $131
45 $90K
HBCP
Home Bancorp, Inc.

Financial Services
2
New
$42.32 - $52.49 $84.6 - $105
2 $90K
SM
Sm Energy CO

Energy
3
New
$27.15 - $44.69 $81.4 - $134
3 $90K
CIO
City Office Reit, Inc.

Real Estate
17
New
$4.81 - $5.52 $81.8 - $93.8
17 $89K
LCNB
Lcnb Corp

Financial Services
6
New
$14.32 - $15.76 $85.9 - $94.6
6 $89K
XPEL
Xpel, Inc.

Consumer Cyclical
3
New
$29.38 - $44.62 $88.1 - $134
3 $89K
CABA
Cabaletta Bio, Inc.

Healthcare
63
New
$1.39 - $2.74 $87.6 - $173
63 $88K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
5
New
$17.4 - $30.56 $87 - $153
5 $88K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
3
New
$26.47 - $29.92 $79.4 - $89.8
3 $88K
LCII
Lci Industries

Consumer Cyclical
1
New
$87.4 - $110.52 $87.4 - $111
1 $88K
LUNG
Pulmonx Corp

Healthcare
13
New
$5.68 - $9.22 $73.8 - $120
13 $88K
BCO
Brinks CO

Industrials
1
New
$83.39 - $96.29 $83.4 - $96.3
1 $87K
OPRX
Optimize Rx Corp

Healthcare
10
New
$4.14 - $9.47 $41.4 - $94.7
10 $87K
RLJ
Rlj Lodging Trust

Real Estate
11
New
$7.89 - $10.07 $86.8 - $111
11 $87K
SMHI
Seacor Marine Holdings Inc.

Industrials
17
New
$4.86 - $7.31 $82.6 - $124
17 $87K
MUR
Murphy Oil Corp

Energy
3
New
$24.02 - $33.9 $72.1 - $102
3 $86K
PPTA
Perpetua Resources Corp.

Basic Materials
8
New
$8.03 - $12.92 $64.2 - $103
8 $86K
RVLV
Revolve Group, Inc.

Consumer Cyclical
4
New
$21.26 - $33.75 $85 - $135
4 $86K
SEAT
Vivid Seats Inc.

Communication Services
29
New
$2.68 - $4.85 $77.7 - $141
29 $86K
Airship Ai Hldgs Inc
22
New
N/A
22 $85K
LBRDA
Liberty Broadband Corp

Communication Services
1
New
$72.73 - $88.43 $72.7 - $88.4
1 $85K
ONB
Old National Bancorp

Financial Services
4
New
$20.11 - $24.45 $80.4 - $97.8
4 $85K
PATK
Patrick Industries Inc

Consumer Cyclical
1
New
$82.13 - $97.92 $82.1 - $97.9
1 $85K
SCPH
Sc Pharmaceuticals Inc.

Healthcare
32
New
$2.63 - $3.68 $84.2 - $118
32 $85K
TCX
Tucows Inc

Technology
5
New
$14.67 - $20.27 $73.4 - $101
5 $85K
NBR
Nabors Industries LTD

Energy
2
New
$37.04 - $68.1 $74.1 - $136
2 $84K
CLOV
Clover Health Investments, Corp.

Healthcare
23
New
$3.13 - $4.82 $72 - $111
23 $83K
SFBS
Servis First Bancshares, Inc.

Financial Services
1
New
$80.8 - $93.58 $80.8 - $93.6
1 $83K
SHLS
Shoals Technologies Group, Inc.

Technology
25
New
$2.81 - $6.24 $70.3 - $156
25 $83K
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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