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
Peakstone Realty Trust
4
New
N/A
4 $51K
AOSL
Alpha & Omega Semiconductor LTD

Technology
2
New
$24.86 - $43.33 $49.7 - $86.7
2 $50K
NFE
New Fortress Energy Inc.

Utilities
6
New
$8.31 - $16.3 $49.9 - $97.8
6 $50K
NJR
New Jersey Resources Corp

Utilities
1
New
$45.25 - $49.37 $45.3 - $49.4
1 $50K
NNBR
Nn Inc

Industrials
22
New
$2.26 - $3.48 $49.7 - $76.6
22 $50K
ADV
Advantage Solutions Inc.

Communication Services
32
New
$1.49 - $2.9 $47.7 - $92.8
32 $49K
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
44
New
$1.1 - $1.52 $48.4 - $66.9
44 $49K
GENC
Gencor Industries Inc

Industrials
4
New
$12.0 - $17.38 $48 - $69.5
4 $49K
GCBC
Greene County Bancorp Inc

Financial Services
2
New
$22.01 - $27.41 $44 - $54.8
2 $49K
PAYS
Paysign, Inc.

Technology
23
New
$2.12 - $3.25 $48.8 - $74.8
23 $49K
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
2
New
$23.31 - $28.35 $46.6 - $56.7
2 $48K
NRIX
Nurix Therapeutics, Inc.

Healthcare
4
New
$11.88 - $20.15 $47.5 - $80.6
4 $48K
PFMT
Performant Financial Corp

Industrials
16
New
$2.38 - $3.03 $38.1 - $48.5
16 $48K
ATOS
Atossa Therapeutics, Inc.

Healthcare
69
New
$0.67 - $1.01 $46.2 - $69.7
69 $47K
GRWG
Grow Generation Corp.

Consumer Cyclical
43
New
$0.97 - $1.82 $41.7 - $78.3
43 $47K
Gyre Therapeutics Inc
6
New
N/A
6 $47K
OBT
Orange County Bancorp, Inc.

Financial Services
2
New
$23.39 - $54.2 $46.8 - $108
2 $47K
ZYXI
Zynex Inc

Healthcare
21
New
$2.2 - $8.36 $46.2 - $176
21 $47K
BLFY
Blue Foundry Bancorp

Financial Services
5
New
$8.87 - $10.12 $44.3 - $50.6
5 $46K
WHD
Cactus, Inc.

Energy
1
New
$43.48 - $63.78 $43.5 - $63.8
1 $46K
CADL
Candel Therapeutics, Inc.

Healthcare
8
New
$5.65 - $12.21 $45.2 - $97.7
8 $46K
EOSE
Eos Energy Enterprises, Inc.

Industrials
12
New
$3.78 - $6.08 $45.4 - $73
12 $46K
VIACA
Paramount Global

Communication Services
2
New
N/A
2 $46K
TCRX
T Scan Therapeutics, Inc.

Healthcare
33
New
$1.35 - $3.12 $44.6 - $103
33 $46K
BTBT
Bit Digital, Inc

Financial Services
22
New
$2.02 - $3.88 $44.4 - $85.4
22 $45K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
18
New
$2.48 - $3.03 $44.6 - $54.5
18 $45K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
5
New
$7.89 - $12.48 $39.4 - $62.4
5 $45K
WLY
John Wiley & Sons, Inc.

Communication Services
1
New
$37.91 - $46.73 $37.9 - $46.7
1 $45K
AEHR
Aehr Test Systems

Technology
6
New
$7.29 - $17.78 $43.7 - $107
6 $44K
CRDF
Cardiff Oncology, Inc.

Healthcare
14
New
$3.14 - $4.75 $44 - $66.5
14 $44K
CATY
Cathay General Bancorp

Financial Services
1
New
$42.27 - $48.78 $42.3 - $48.8
1 $44K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
7
New
$6.0 - $7.54 $42 - $52.8
7 $44K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
96
New
$0.45 - $0.72 $43.2 - $69.1
96 $44K
MNTK
Montauk Renewables, Inc.

Utilities
21
New
$2.07 - $4.94 $43.5 - $104
21 $44K
ALCC
Alt C Acquisition Corp.

Financial Services
2
New
N/A
2 $44K
PKOH
Park Ohio Holdings Corp

Industrials
2
New
$21.28 - $25.7 $42.6 - $51.4
2 $44K
UAA
Under Armour, Inc.

Consumer Cyclical
7
New
$6.25 - $8.66 $43.8 - $60.6
7 $44K
LNDC
Landec Corp \Ca\

Healthcare
6
New
N/A
6 $43K
MEG
Montrose Environmental Group, Inc.

Industrials
3
New
$14.26 - $24.01 $42.8 - $72
3 $43K
PGRE
Paramount Group, Inc.

Real Estate
10
New
$3.99 - $5.04 $39.9 - $50.4
10 $43K
BDTX
Black Diamond Therapeutics, Inc.

Healthcare
27
New
$1.55 - $2.73 $41.9 - $73.7
27 $42K
FIZZ
National Beverage Corp

Consumer Defensive
1
New
$38.95 - $43.68 $39 - $43.7
1 $42K
PCYO
Pure Cycle Corp

Utilities
4
New
$10.47 - $12.57 $41.9 - $50.3
4 $42K
SFNC
Simmons First National Corp

Financial Services
2
New
$19.68 - $23.3 $39.4 - $46.6
2 $42K
SLDP
Solid Power, Inc.

Industrials
40
New
$1.05 - $2.21 $42 - $88.4
40 $42K
AMTX
Aemetis, Inc

Energy
23
New
$1.59 - $2.99 $36.6 - $68.8
23 $41K
CYTK
Cytokinetics Inc

Healthcare
1
New
$40.19 - $51.12 $40.2 - $51.1
1 $41K
FHI
Federated Hermes, Inc.

Financial Services
1
New
$37.58 - $41.51 $37.6 - $41.5
1 $41K
NAMS
Newamsterdam Pharma CO Nv Shs
2
New
N/A
2 $41K
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
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email