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
SYNA
Synaptics Inc

Technology
57
New
$61.71 - $87.87 $3.52K - $5.01K
57 $3.63M
HOPE
Hope Bancorp Inc

Financial Services
345
New
$10.26 - $12.25 $3.54K - $4.23K
345 $3.61M
BRX
Brixmor Property Group Inc.

Real Estate
136
New
N/A
136 $3.61M
AMWD
American Woodmark Corp

Consumer Cyclical
61
New
$57.97 - $82.5 $3.54K - $5.03K
61 $3.59M
SCHL
Scholastic Corp

Communication Services
189
New
$17.86 - $21.89 $3.38K - $4.14K
189 $3.57M
BFA
Brown Forman Corp Cl A
106
New
N/A
106 $3.55M
PLUS
Eplus Inc

Technology
58
New
$61.03 - $82.23 $3.54K - $4.77K
58 $3.54M
SWTX
Spring Works Therapeutics, Inc.

Healthcare
80
New
$32.5 - $59.93 $2.6K - $4.79K
80 $3.53M
BKE
Buckle Inc

Consumer Cyclical
91
New
$35.15 - $51.65 $3.2K - $4.7K
91 $3.49M
GTN
Gray Television Inc

Communication Services
806
New
$3.21 - $5.19 $2.59K - $4.18K
806 $3.48M
Pagaya Technologies LTD
327
New
N/A
327 $3.43M
FNB
Fnb Corp

Financial Services
252
New
$13.08 - $15.95 $3.3K - $4.02K
252 $3.39M
BMBL
Bumble Inc.

Technology
774
New
$4.3 - $8.64 $3.33K - $6.69K
774 $3.36M
OEC
Orion Engineered Carbons S.A.

Basic Materials
259
New
$12.74 - $15.33 $3.3K - $3.97K
259 $3.35M
KMT
Kennametal Inc

Industrials
156
New
$21.0 - $24.68 $3.28K - $3.85K
156 $3.32M
AGL
Agilon Health, Inc.

Healthcare
764
New
$1.92 - $4.61 $1.47K - $3.52K
764 $3.31M
RE
Everest Re Group LTD

Financial Services
9
New
N/A
9 $3.27M
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
5.23K
New
$0.6 - $1.22 $3.14K - $6.39K
5.23K $3.17M
Veralto Corp
32
New
N/A
32 $3.12M
UDMY
Udemy, Inc.

Consumer Defensive
399
New
$7.32 - $10.1 $2.92K - $4.03K
399 $3.1M
Qiagen Nv
77
New
N/A
77 $3.09M
BUSE
First Busey Corp

Financial Services
143
New
$21.26 - $25.35 $3.04K - $3.63K
143 $3.09M
WASH
Washington Trust Bancorp Inc

Financial Services
100
New
$29.16 - $33.96 $2.92K - $3.4K
100 $3.09M
CUZ
Cousins Properties Inc

Real Estate
104
New
$28.06 - $31.21 $2.92K - $3.25K
104 $3.07M
TALK
Talkspace, Inc.

Healthcare
1.2K
New
$2.56 - $4.17 $3.06K - $4.99K
1.2K $3.07M
Sandisk Corp
64
New
N/A
64 $3.05M
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
57
New
$48.56 - $61.02 $2.77K - $3.48K
57 $3.02M
FSLY
Fastly, Inc.

Technology
467
New
$6.33 - $10.92 $2.96K - $5.1K
467 $2.96M
OPEN
Opendoor Technologies Inc.

Real Estate
2.89K
New
$1.02 - $1.72 $2.95K - $4.97K
2.89K $2.95M
L
Loews Corp

Financial Services
32
New
$81.13 - $91.91 $2.6K - $2.94K
32 $2.94M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
56
New
$45.62 - $51.12 $2.55K - $2.86K
56 $2.85M
RF
Regions Financial Corp

Financial Services
130
New
$20.84 - $24.77 $2.71K - $3.22K
130 $2.83M
SPT
Sprout Social, Inc.

Technology
128
New
$21.99 - $34.03 $2.81K - $4.36K
128 $2.82M
ALLY
Ally Financial Inc.

Financial Services
76
New
$32.99 - $40.09 $2.51K - $3.05K
76 $2.77M
MSGS
Madison Square Garden Sports Corp.

Communication Services
14
New
$185.75 - $223.33 $2.6K - $3.13K
14 $2.73M
LBRDK
Liberty Broadband Corp

Communication Services
32
New
$73.49 - $88.64 $2.35K - $2.84K
32 $2.72M
LSTR
Landstar System Inc

Industrials
18
New
$146.63 - $177.82 $2.64K - $3.2K
18 $2.7M
HI
Hillenbrand, Inc.

Industrials
111
New
$24.14 - $35.33 $2.68K - $3.92K
111 $2.68M
ELAN
Elanco Animal Health Inc

Healthcare
254
New
$10.04 - $12.47 $2.55K - $3.17K
254 $2.67M
IBKR
Interactive Brokers Group, Inc.

Financial Services
16
New
$161.03 - $235.53 $2.58K - $3.77K
16 $2.65M
SEIC
Sei Investments CO

Financial Services
34
New
$72.08 - $86.58 $2.45K - $2.94K
34 $2.64M
HTH
Hilltop Holdings Inc.

Financial Services
85
New
$27.15 - $32.77 $2.31K - $2.79K
85 $2.59M
WTFC
Wintrust Financial Corp

Financial Services
23
New
$107.76 - $136.92 $2.48K - $3.15K
23 $2.59M
TBLA
Taboola.Com Ltd.

Communication Services
874
New
$2.73 - $4.0 $2.39K - $3.5K
874 $2.58M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
485
New
$5.29 - $10.87 $2.57K - $5.27K
485 $2.57M
ASTE
Astec Industries Inc

Industrials
73
New
$30.4 - $36.83 $2.22K - $2.69K
73 $2.52M
EQC
Equity Commonwealth

Real Estate
1.53K
New
$1.59 - $1.86 $2.43K - $2.84K
1.53K $2.46M
PNFP
Pinnacle Financial Partners Inc

Financial Services
23
New
$99.42 - $126.15 $2.29K - $2.9K
23 $2.44M
KOP
Koppers Holdings Inc.

Basic Materials
87
New
$27.81 - $32.34 $2.42K - $2.81K
87 $2.44M
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