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
JYNT
Joint Corp

Healthcare
5
New
$10.03 - $12.82 $50.2 - $64.1
5 $63K
LITE
Lumentum Holdings Inc.

Technology
1
New
$57.41 - $100.38 $57.4 - $100
1 $63K
PLL
Piedmont Lithium Inc.

Basic Materials
10
New
$6.3 - $9.91 $63 - $99.1
10 $63K
VRA
Vera Bradley, Inc.

Consumer Cyclical
28
New
$2.25 - $3.91 $63 - $109
28 $63K
Angi Inc
4
New
N/A
4 $62K
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
4
New
$14.9 - $16.57 $59.6 - $66.3
4 $62K
SMTI
Sanara Med Tech Inc.

Healthcare
2
New
$30.15 - $38.12 $60.3 - $76.2
2 $62K
MCG
Membership Collective Group Inc.

Consumer Cyclical
10
New
N/A
10 $62K
Webtoon Entmt Inc
8
New
N/A
8 $62K
AIRS
Airsculpt Technologies, Inc.

Healthcare
26
New
$2.29 - $6.05 $59.5 - $157
26 $61K
BKH
Black Hills Corp

Utilities
1
New
$55.74 - $61.86 $55.7 - $61.9
1 $61K
INZY
Inozyme Pharma, Inc.

Healthcare
67
New
$0.91 - $3.07 $61 - $206
67 $61K
Net Power Inc
23
New
N/A
23 $61K
SYM
Symbotic Inc.

Financial Services
3
New
$20.16 - $33.5 $60.5 - $101
3 $61K
Wheels Up Experience Inc
60
New
N/A
60 $61K
GEFB
Greif, Inc. Cl B
1
New
N/A
1 $60K
Techtarget Inc
4
New
N/A
4 $60K
WTBA
West Bancorporation Inc

Financial Services
3
New
$19.94 - $22.62 $59.8 - $67.9
3 $60K
XOMA
Xoma Corp

Healthcare
3
New
$19.93 - $28.12 $59.8 - $84.4
3 $60K
CZFS
Citizens Financial Services Inc

Financial Services
1
New
$55.78 - $65.06 $55.8 - $65.1
1 $59K
ANGO
Angiodynamics Inc

Healthcare
6
New
$8.37 - $12.94 $50.2 - $77.6
6 $57K
BRCC
Brc Inc.

Consumer Defensive
27
New
$1.94 - $3.19 $52.4 - $86.1
27 $57K
CVGI
Commercial Vehicle Group, Inc.

Consumer Cyclical
49
New
$1.15 - $2.33 $56.3 - $114
49 $57K
CBU
Community Bank System, Inc.

Financial Services
1
New
$56.08 - $67.99 $56.1 - $68
1 $57K
EEX
Emerald Holding, Inc.

Communication Services
14
New
$3.65 - $4.83 $51.1 - $67.6
14 $56K
IVR
Invesco Mortgage Capital Inc.

Real Estate
7
New
$7.6 - $8.96 $53.2 - $62.7
7 $56K
OPFI
Opp Fi Inc.

Technology
6
New
$7.18 - $16.94 $43.1 - $102
6 $56K
Tevogen Bio Hldgs Inc
51
New
N/A
51 $56K
Amentum Holdings Inc
3
New
N/A
3 $55K
Blacksky Technology Inc
7
New
N/A
7 $55K
IIPR
Innovative Industrial Properties Inc

Real Estate
1
New
$54.09 - $74.56 $54.1 - $74.6
1 $55K
PPC
Pilgrims Pride Corp

Consumer Defensive
1
New
$44.52 - $55.93 $44.5 - $55.9
1 $55K
THS
Tree House Foods, Inc.

Consumer Defensive
2
New
$26.2 - $35.54 $52.4 - $71.1
2 $55K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
2
New
$25.9 - $31.26 $51.8 - $62.5
2 $54K
IMNM
Immunome Inc.

Healthcare
8
New
$6.73 - $11.83 $53.8 - $94.6
8 $54K
Prairie Oper CO
10
New
N/A
10 $54K
Solidion Technology Inc
440
New
N/A
440 $54K
VRDN
Viridian Therapeutics, Inc.\De

Healthcare
4
New
$13.48 - $20.91 $53.9 - $83.6
4 $54K
Digitalbridge Group Inc
6
New
N/A
6 $53K
GBIO
Generation Bio Co.

Healthcare
129
New
$0.4 - $1.15 $51.6 - $148
129 $53K
Chimera Invt Corp
4
New
N/A
4 $52K
CR
Crane Holdings, Co.

Industrials
1
New
$150.33 - $175.81 $150 - $176
1 $52K
ILPT
Industrial Logistics Properties Trust

Real Estate
15
New
$3.39 - $4.05 $50.9 - $60.8
15 $52K
Achieve Life Sciences Inc
19
New
N/A
19 $51K
BYRN
Byrna Technologies Inc.

Industrials
3
New
$16.84 - $34.19 $50.5 - $103
3 $51K
LILA
Liberty Latin America Ltd.

Communication Services
8
New
$6.06 - $7.55 $48.5 - $60.4
8 $51K
MGY
Magnolia Oil & Gas Corp

Energy
2
New
$22.26 - $26.58 $44.5 - $53.2
2 $51K
MWA
Mueller Water Products, Inc.

Industrials
2
New
$21.65 - $28.24 $43.3 - $56.5
2 $51K
Natures Sunshine Prods Inc
4
New
N/A
4 $51K
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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