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
JBLU
Jetblue Airways Corp

Industrials
5
New
$4.82 - $8.09 $24.1 - $40.5
5 $25K
NVTS
Navitas Semiconductor Corp

Technology
12
New
$1.83 - $4.25 $22 - $51
12 $25K
Pamt Corp
2
New
N/A
2 $25K
REKR
Rekor Systems, Inc.

Technology
28
New
$0.89 - $2.63 $24.9 - $73.6
28 $25K
RKT
Rocket Companies, Inc.

Financial Services
2
New
$10.28 - $15.77 $20.6 - $31.5
2 $25K
Spire Global Inc
3
New
N/A
3 $25K
TFSL
Tfs Financial Corp

Financial Services
2
New
$12.02 - $13.88 $24 - $27.8
2 $25K
VKTX
Viking Therapeutics, Inc.

Healthcare
1
New
$24.15 - $42.89 $24.2 - $42.9
1 $25K
RILY
B. Riley Financial, Inc.

Financial Services
6
New
$3.08 - $6.39 $18.5 - $38.3
6 $24K
SAVA
Cassava Sciences Inc

Healthcare
16
New
$1.5 - $3.02 $24 - $48.3
16 $24K
Solarmax Technology Inc
20
New
N/A
20 $24K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
2
New
$11.76 - $15.2 $23.5 - $30.4
2 $24K
Zenas Biopharma Inc
3
New
N/A
3 $24K
ABSI
Absci Corp

Healthcare
9
New
$2.51 - $5.82 $22.6 - $52.4
9 $23K
AVTE
Aerovate Therapeutics, Inc.

Healthcare
9
New
$2.37 - $2.7 $21.3 - $24.3
9 $23K
Mbx Biosciences Inc
3
New
N/A
3 $23K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
18
New
$1.26 - $1.69 $22.7 - $30.4
18 $23K
SNDR
Schneider National, Inc.

Industrials
1
New
$22.65 - $30.73 $22.7 - $30.7
1 $23K
Skye Bioscience Inc
14
New
N/A
14 $23K
VRRM
Verra Mobility Corp

Industrials
1
New
$19.76 - $26.87 $19.8 - $26.9
1 $23K
VIAV
Viavi Solutions Inc.

Technology
2
New
$9.71 - $12.8 $19.4 - $25.6
2 $23K
TNGX
Tango Therapeutics, Inc.

Healthcare
16
New
$1.37 - $3.47 $21.9 - $55.5
16 $22K
NOTE
Fiscal Note Holdings, Inc.

Technology
26
New
$0.81 - $1.93 $21.1 - $50.2
26 $22K
FVCB
Fvc Bankcorp, Inc.

Financial Services
2
New
$10.01 - $13.27 $20 - $26.5
2 $22K
GMGI
Golden Matrix Group, Inc.

Communication Services
11
New
$1.83 - $2.48 $20.1 - $27.3
11 $22K
Luminar Technologies Inc
4
New
N/A
4 $22K
MGNX
Macrogenics Inc

Healthcare
17
New
$1.26 - $3.49 $21.4 - $59.3
17 $22K
RXT
Rackspace Technology, Inc.

Technology
13
New
$1.65 - $2.96 $21.5 - $38.5
13 $22K
RUM
Rumble Inc.

Technology
3
New
$7.07 - $13.77 $21.2 - $41.3
3 $22K
HOWL
Werewolf Therapeutics, Inc.

Healthcare
22
New
$0.97 - $1.68 $21.3 - $37
22 $22K
CIX
Compx International Inc

Industrials
1
New
$20.72 - $26.76 $20.7 - $26.8
1 $21K
INDI
Indie Semiconductor, Inc.

Technology
10
New
$2.04 - $4.66 $20.4 - $46.6
10 $21K
PCT
Pure Cycle Technologies, Inc.

Industrials
3
New
$6.92 - $10.9 $20.8 - $32.7
3 $21K
RGCO
Rgc Resources Inc

Utilities
1
New
$19.37 - $21.69 $19.4 - $21.7
1 $21K
AGNC
Agnc Investment Corp.

Real Estate
2
New
$9.12 - $10.54 $18.2 - $21.1
2 $20K
AMPS
Altus Power, Inc.

Utilities
4
New
$3.31 - $4.96 $13.2 - $19.8
4 $20K
Gct Semiconductor Hldg Inc
12
New
N/A
12 $20K
GLSI
Greenwich Life Sciences, Inc.

Healthcare
2
New
$9.54 - $13.43 $19.1 - $26.9
2 $20K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
9
New
$2.21 - $6.13 $19.9 - $55.2
9 $20K
NCR
Ncr Corp

Technology
2
New
N/A
2 $20K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
1
New
$19.28 - $22.3 $19.3 - $22.3
1 $20K
Qvc Group Inc
3
New
N/A
3 $20K
TNDM
Tandem Diabetes Care Inc

Healthcare
1
New
$17.89 - $37.53 $17.9 - $37.5
1 $20K
ELY
Callaway Golf CO

Consumer Cyclical
3
New
N/A
3 $20K
HLVX
Hille Vax, Inc.

Healthcare
13
New
$1.45 - $2.14 $18.8 - $27.8
13 $19K
RDFN
Redfin Corp

Real Estate
2
New
$5.82 - $11.39 $11.6 - $22.8
2 $19K
SWI
Solar Winds Corp

Technology
1
New
$13.53 - $18.46 $13.5 - $18.5
1 $19K
TGNA
Tegna Inc

Communication Services
1
New
$16.63 - $18.95 $16.6 - $19
1 $19K
SKIN
Beauty Health CO

Consumer Defensive
14
New
$1.16 - $1.9 $16.2 - $26.6
14 $19K
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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