True Wealth Design, LLC New Holdings in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHG
Shinhan Financial Group CO LTD

Financial Services
45
New
N/A
45 $2.27M
FUTU
Futu Holdings LTD

Financial Services
13
New
$120.32 - $194.74 $1.56K - $2.53K
13 $2.26M
RYI
Ryerson Holding Corp

Industrials
96
New
$20.6 - $24.55 $1.98K - $2.36K
96 $2.2M
VRE
Veris Residential, Inc.

Real Estate
144
New
$13.74 - $16.23 $1.98K - $2.34K
144 $2.19M
RYAAY
Ryanair Holdings PLC

Industrials
36
New
$55.19 - $66.72 $1.99K - $2.4K
36 $2.17M
James Hardie Inds PLC
111
New
N/A
111 $2.13M
BSAC
Banco Santander Chile

Financial Services
75
New
$22.88 - $26.68 $1.72K - $2K
75 $1.99M
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
71
New
$26.76 - $38.05 $1.9K - $2.7K
71 $1.96M
XPEV
Xpeng Inc.

Consumer Cyclical
80
New
$17.4 - $24.33 $1.39K - $1.95K
80 $1.87M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
184
New
$9.62 - $11.02 $1.77K - $2.03K
184 $1.86M
FSUN
Firstsun Cap Bancorp Com
45
New
N/A
45 $1.75M
EVTC
Evertec, Inc.

Technology
51
New
$32.77 - $37.66 $1.67K - $1.92K
51 $1.72M
Ardent Health Inc
130
New
N/A
130 $1.72M
BGNE
Bei Gene, Ltd.

Healthcare
5
New
N/A
5 $1.7M
EBS
Emergent Bio Solutions Inc.

Healthcare
189
New
$5.63 - $9.32 $1.06K - $1.76K
189 $1.67M
Abacus Global Mgmt Inc
284
New
N/A
284 $1.63M
TU
Telus Corp

Communication Services
103
New
$15.6 - $16.63 $1.61K - $1.71K
103 $1.63M
CBL
Cbl & Associates Properties Inc

Real Estate
52
New
$25.55 - $32.5 $1.33K - $1.69K
52 $1.59M
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
172
New
$3.74 - $8.87 $643 - $1.53K
172 $1.53M
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
80
New
$13.39 - $18.85 $1.07K - $1.51K
80 $1.51M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
76
New
$14.96 - $19.64 $1.14K - $1.49K
76 $1.49M
TVTX
Travere Therapeutics, Inc.

Healthcare
62
New
$14.61 - $27.31 $906 - $1.69K
62 $1.48M
QFIN
360 Digi Tech, Inc.

Financial Services
51
New
$28.11 - $44.4 $1.43K - $2.26K
51 $1.47M
Amrize LTD
30
New
N/A
30 $1.46M
SRCE
1 St Source Corp

Financial Services
23
New
$58.3 - $65.7 $1.34K - $1.51K
23 $1.42M
PRDO
Perdoceo Education Corp

Consumer Defensive
37
New
$28.08 - $37.66 $1.04K - $1.39K
37 $1.39M
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
26
New
$44.11 - $55.29 $1.15K - $1.44K
26 $1.38M
HTHT
Huazhu Group LTD

Consumer Cyclical
35
New
$30.48 - $39.97 $1.07K - $1.4K
35 $1.37M
DOLE
Dole PLC

Consumer Defensive
98
New
$13.15 - $14.95 $1.29K - $1.47K
98 $1.32M
Better Home & Finance Holdin
23
New
N/A
23 $1.29M
GSBC
Great Southern Bancorp, Inc.

Financial Services
21
New
$55.99 - $64.51 $1.18K - $1.35K
21 $1.29M
INVA
Innoviva, Inc.

Healthcare
70
New
$18.17 - $20.92 $1.27K - $1.46K
70 $1.28M
OSIS
Osi Systems Inc

Technology
5
New
$208.12 - $249.24 $1.04K - $1.25K
5 $1.25M
THFF
First Financial Corp

Financial Services
22
New
$52.44 - $59.93 $1.15K - $1.32K
22 $1.24M
NFBK
Northfield Bancorp, Inc.

Financial Services
103
New
$10.4 - $12.22 $1.07K - $1.26K
103 $1.22M
FTDR
Frontdoor, Inc.

Consumer Cyclical
18
New
$54.88 - $68.04 $988 - $1.22K
18 $1.21M
BIDU
Baidu, Inc.

Communication Services
9
New
$85.86 - $137.83 $773 - $1.24K
9 $1.19M
Marex Group PLC
35
New
N/A
35 $1.18M
NICE
Nice Ltd.

Technology
8
New
$127.85 - $171.98 $1.02K - $1.38K
8 $1.16M
BILI
Bilibili Inc.

Communication Services
41
New
$20.83 - $28.09 $854 - $1.15K
41 $1.15M
SHBI
Shore Bancshares Inc

Financial Services
69
New
$15.18 - $17.45 $1.05K - $1.2K
69 $1.13M
IBEX
Ibex LTD

Technology
27
New
$27.75 - $42.0 $749 - $1.13K
27 $1.1M
FISI
Financial Institutions Inc

Financial Services
40
New
$24.69 - $27.76 $988 - $1.11K
40 $1.09M
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
30
New
$32.8 - $39.43 $984 - $1.18K
30 $1.04M
RNGR
Ranger Energy Services, Inc.

Energy
74
New
$11.28 - $14.72 $835 - $1.09K
74 $1.04M
PRTA
Prothena Corp Public LTD CO

Healthcare
103
New
$6.22 - $9.76 $641 - $1.01K
103 $1.01M
UNF
Unifirst Corp

Industrials
6
New
$165.27 - $190.41 $992 - $1.14K
6 $1M
FBIZ
First Business Financial Services, Inc.

Financial Services
19
New
$46.69 - $54.69 $887 - $1.04K
19 $974K
CYTK
Cytokinetics Inc

Healthcare
18
New
$33.23 - $54.96 $598 - $989
18 $973K
Activity Summary
Buys All Purchases 1682 New Holdings 361 Increased Positions 1321 Sells All Sells 447 Reductions 447 Sold out 0 Options Calls 0 Puts 0
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