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
TLS
Telos Corp

Technology
17
New
$2.38 - $3.66 $40.5 - $62.2
17 $41K
COOK
Traeger, Inc.

Consumer Cyclical
24
New
$1.68 - $2.56 $40.3 - $61.4
24 $41K
HFFG
Hf Foods Group Inc.

Consumer Defensive
8
New
$1.7 - $4.9 $13.6 - $39.2
8 $40K
LZB
La Z Boy Inc

Consumer Cyclical
1
New
$38.0 - $48.02 $38 - $48
1 $40K
Sitio Royalties Corp
2
New
N/A
2 $40K
EGAN
Egain Corp

Technology
8
New
$4.7 - $7.15 $37.6 - $57.2
8 $39K
Fs Bancorp Inc
1
New
N/A
1 $39K
TDUP
Thred Up Inc.

Consumer Cyclical
16
New
$1.28 - $2.97 $20.5 - $47.5
16 $39K
Apogee Therapeutics Inc
1
New
N/A
1 $38K
CMPX
Compass Therapeutics, Inc.

Healthcare
20
New
$1.4 - $3.9 $28 - $78
20 $38K
Lifezone Metals Limited
9
New
N/A
9 $38K
PACK
Ranpak Holdings Corp.

Consumer Cyclical
7
New
$5.39 - $8.43 $37.7 - $59
7 $38K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
4
New
N/A
4 $38K
Bgc Group Inc
4
New
N/A
4 $37K
Cervomed Inc
4
New
N/A
4 $37K
CVBF
Cvb Financial Corp

Financial Services
2
New
$18.42 - $21.2 $36.8 - $42.4
2 $37K
CVRX
Cv Rx, Inc.

Healthcare
3
New
$11.05 - $18.4 $33.2 - $55.2
3 $37K
FIGS
Figs, Inc.

Consumer Cyclical
8
New
$4.33 - $6.18 $34.6 - $49.4
8 $37K
FULT
Fulton Financial Corp

Financial Services
2
New
$17.24 - $21.11 $34.5 - $42.2
2 $37K
GFS
Globalfoundries Inc.

Technology
1
New
$36.53 - $46.01 $36.5 - $46
1 $37K
KOD
Kodiak Sciences Inc.

Healthcare
13
New
$2.81 - $9.57 $36.5 - $124
13 $37K
NRDY
Nerdy Inc.

Technology
26
New
$1.42 - $1.97 $36.9 - $51.2
26 $37K
FFIN
First Financial Bankshares Inc

Financial Services
1
New
$34.78 - $38.52 $34.8 - $38.5
1 $36K
Innovex International Inc
2
New
N/A
2 $36K
Maui Ld & Pineapple Inc
2
New
N/A
2 $36K
STRS
Stratus Properties Inc

Real Estate
2
New
$17.65 - $20.67 $35.3 - $41.3
2 $36K
Aeva Technologies Inc
5
New
N/A
5 $35K
AKYA
Akoya Biosciences, Inc.

Healthcare
25
New
$1.39 - $3.23 $34.8 - $80.8
25 $35K
AMPX
Amprius Technologies, Inc.

Industrials
13
New
$1.78 - $3.84 $23.1 - $49.9
13 $35K
CDXS
Codexis, Inc.

Healthcare
13
New
$2.53 - $5.43 $32.9 - $70.6
13 $35K
NNOX
Nano X Imaging Ltd.

Healthcare
7
New
$5.0 - $9.97 $35 - $69.8
7 $35K
BRT
Brt Apartments Corp.

Real Estate
2
New
$16.94 - $18.87 $33.9 - $37.7
2 $34K
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
1
New
$32.3 - $53.15 $32.3 - $53.2
1 $34K
JMSB
John Marshall Bancorp, Inc.

Financial Services
2
New
$16.52 - $20.07 $33 - $40.1
2 $34K
MVIS
Microvision, Inc.

Technology
27
New
N/A
27 $34K
OSUR
Orasure Technologies Inc

Healthcare
10
New
$3.06 - $4.11 $30.6 - $41.1
10 $34K
RDW
Redwire Corp

Industrials
4
New
$8.29 - $25.66 $33.2 - $103
4 $34K
SEM
Select Medical Holdings Corp

Healthcare
2
New
$16.56 - $20.38 $33.1 - $40.8
2 $34K
ANNX
Annexon, Inc.

Healthcare
17
New
$1.93 - $5.5 $32.8 - $93.5
17 $33K
EBC
Eastern Bankshares, Inc.

Financial Services
2
New
$15.29 - $19.15 $30.6 - $38.3
2 $33K
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
23
New
$1.4 - $2.67 $32.2 - $61.4
23 $33K
KRC
Kilroy Realty Corp

Real Estate
1
New
$32.02 - $40.63 $32 - $40.6
1 $33K
LYEL
Lyell Immunopharma, Inc.

Healthcare
60
New
$0.48 - $0.74 $28.8 - $44.4
60 $33K
PLSE
Pulse Biosciences, Inc.

Healthcare
2
New
$15.61 - $24.56 $31.2 - $49.1
2 $33K
TLYS
Tilly'S, Inc.

Consumer Cyclical
15
New
$2.19 - $4.56 $32.9 - $68.4
15 $33K
ULBI
Ultralife Corp

Industrials
6
New
$5.33 - $8.15 $32 - $48.9
6 $33K
VHI
Valhi Inc

Basic Materials
2
New
$15.91 - $24.39 $31.8 - $48.8
2 $33K
VTSI
Vir Tra, Inc

Industrials
8
New
$4.07 - $7.04 $32.6 - $56.3
8 $33K
ZWS
Zurn Water Solutions Corp

Industrials
1
New
$32.38 - $39.44 $32.4 - $39.4
1 $33K
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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