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
Alumis Inc
242
New
N/A
242 $966K
CTBI
Community Trust Bancorp Inc

Financial Services
17
New
$53.0 - $58.84 $901 - $1K
17 $952K
MPTI
M Tron Industries, Inc.

Technology
17
New
$38.68 - $55.48 $658 - $943
17 $944K
BZ
Kanzhun LTD

Industrials
40
New
$17.5 - $24.91 $700 - $996
40 $935K
Korro Bio Inc
19
New
N/A
19 $910K
Northpointe Bancshares Inc.
52
New
N/A
52 $889K
Waystar Hldg Corp
23
New
N/A
23 $873K
VTOL
Bristow Group Inc.

Energy
24
New
$33.13 - $38.61 $795 - $927
24 $866K
LDI
Loan Depot, Inc.

Financial Services
281
New
$1.28 - $4.56 $360 - $1.28K
281 $863K
ITUB
Itau Unibanco Holding S.A.

Financial Services
117
New
$6.18 - $7.41 $723 - $867
117 $859K
TWST
Twist Bioscience Corp

Healthcare
29
New
$24.16 - $39.12 $701 - $1.13K
29 $817K
ZIP
Ziprecruiter, Inc.

Industrials
190
New
$3.48 - $5.36 $661 - $1.02K
190 $802K
RICK
Rci Hospitality Holdings, Inc.

Consumer Cyclical
26
New
$25.8 - $41.03 $671 - $1.07K
26 $794K
IEFA
Ishares Tr

ETFs
9
New
$81.7 - $87.53 $735 - $788
9 $786K
TAL
Tal Education Group

Consumer Defensive
68
New
$9.82 - $11.68 $668 - $794
68 $762K
Healthcare Rlty Tr
41
New
N/A
41 $737K
RELY
Remitly Global, Inc.

Technology
45
New
$15.79 - $20.25 $711 - $911
45 $734K
Jbs N.V.
49
New
N/A
49 $732K
DBI
Designer Brands Inc.

Consumer Cyclical
197
New
$2.56 - $4.73 $504 - $932
197 $698K
WRE
Washington Real Estate Investment Trust
41
New
N/A
41 $692K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
210
New
$2.59 - $3.75 $544 - $788
210 $685K
TALO
Talos Energy Inc.

Energy
71
New
$7.79 - $10.24 $553 - $727
71 $681K
RNA
Avidity Biosciences, Inc.

Healthcare
15
New
$28.46 - $50.36 $427 - $755
15 $654K
TME
Tencent Music Entertainment Group

Communication Services
28
New
$19.17 - $26.36 $537 - $738
28 $654K
BWB
Bridgewater Bancshares Inc

Financial Services
37
New
$15.16 - $17.66 $561 - $653
37 $652K
BNL
Broadstone Net Lease, Inc.

Real Estate
36
New
$15.75 - $18.78 $567 - $676
36 $644K
ICL
Icl Group Ltd.

Basic Materials
101
New
$5.93 - $7.31 $599 - $738
101 $633K
MPAA
Motorcar Parts America Inc

Consumer Cyclical
38
New
$10.15 - $17.41 $386 - $662
38 $629K
KMPH
Kempharm, Inc

Healthcare
66
New
N/A
66 $628K
APOG
Apogee Enterprises, Inc.

Industrials
14
New
$40.4 - $45.4 $566 - $636
14 $610K
WDFC
Wd 40 CO

Basic Materials
3
New
$195.27 - $233.16 $586 - $699
3 $593K
MNDY
Monday.Com Ltd.

Technology
3
New
$171.46 - $309.62 $514 - $929
3 $582K
WTTR
Select Energy Services, Inc.

Energy
53
New
$7.91 - $11.05 $419 - $586
53 $567K
LNN
Lindsay Corp

Industrials
4
New
$133.42 - $148.29 $534 - $593
4 $563K
GOSS
Gossamer Bio, Inc.

Healthcare
207
New
$1.21 - $3.46 $250 - $716
207 $545K
CCBG
Capital City Bank Group Inc

Financial Services
13
New
$38.5 - $44.03 $501 - $572
13 $544K
SENEA
Seneca Foods Corp

Consumer Defensive
5
New
$100.24 - $113.36 $501 - $567
5 $540K
PKOH
Park Ohio Holdings Corp

Industrials
25
New
$15.56 - $22.91 $389 - $573
25 $531K
USNA
Usana Health Sciences Inc

Consumer Defensive
19
New
$27.55 - $35.43 $523 - $673
19 $524K
IRTC
I Rhythm Technologies, Inc.

Healthcare
3
New
$132.29 - $187.07 $397 - $561
3 $516K
ESLT
Elbit Systems LTD

Industrials
1
New
$429.99 - $509.8 $430 - $510
1 $510K
YOU
Clear Secure, Inc.

Technology
15
New
$27.98 - $38.03 $420 - $570
15 $501K
Oruka Therapeutics Inc
26
New
N/A
26 $500K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
111
New
$3.87 - $5.83 $430 - $647
111 $483K
FNWD
Finward Bancorp

Financial Services
15
New
N/A
15 $482K
GRFS
Grifols Sa

Healthcare
48
New
$8.87 - $10.85 $426 - $521
48 $479K
Cidara Therapeutics Inc
5
New
N/A
5 $479K
FDMT
4 D Molecular Therapeutics, Inc.

Healthcare
54
New
$3.95 - $8.44 $213 - $456
54 $470K
Adamas Trust Inc.
65
New
N/A
65 $454K
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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