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
BAND
Bandwidth Inc.

Technology
180
New
$13.1 - $19.61 $2.36K - $3.53K
180 $2.36M
HWC
Hancock Whitney Corp

Financial Services
44
New
$49.61 - $61.03 $2.18K - $2.69K
44 $2.31M
MDU
Mdu Resources Group Inc

Industrials
136
New
$16.45 - $18.61 $2.24K - $2.53K
136 $2.3M
PII
Polaris Inc.

Consumer Cyclical
56
New
$40.9 - $58.36 $2.29K - $3.27K
56 $2.29M
ARLO
Arlo Technologies, Inc.

Industrials
231
New
$9.87 - $14.38 $2.28K - $3.32K
231 $2.28M
VTR
Ventas, Inc.

Real Estate
33
New
$56.9 - $70.47 $1.88K - $2.33K
33 $2.27M
CMC
Commercial Metals CO

Basic Materials
49
New
$43.22 - $53.05 $2.12K - $2.6K
49 $2.26M
VICI
Vici Properties Inc.

Real Estate
69
New
$28.21 - $32.68 $1.95K - $2.25K
69 $2.25M
AMPL
Amplitude, Inc.

Technology
217
New
$10.19 - $14.44 $2.21K - $3.13K
217 $2.21M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
10
New
$218.17 - $305.86 $2.18K - $3.06K
10 $2.21M
RRC
Range Resources Corp

Energy
54
New
$35.22 - $41.29 $1.9K - $2.23K
54 $2.16M
HOMB
Home Bancshares Inc

Financial Services
76
New
$27.23 - $31.23 $2.07K - $2.37K
76 $2.15M
Crane Company
14
New
N/A
14 $2.15M
DBI
Designer Brands Inc.

Consumer Cyclical
581
New
$3.25 - $5.93 $1.89K - $3.45K
581 $2.12M
HIG
Hartford Financial Services Group, Inc.

Financial Services
17
New
$106.31 - $123.73 $1.81K - $2.1K
17 $2.1M
ZUMZ
Zumiez Inc

Consumer Cyclical
141
New
$12.78 - $19.17 $1.8K - $2.7K
141 $2.1M
DWAC
Digital World Acquisition Corp.

Financial Services
106
New
N/A
106 $2.07M
BFB
Brown Forman Corp Cl B
61
New
N/A
61 $2.07M
EWC
Ishares Msci Canada ETF

ETFs
50
New
$39.3 - $42.52 $1.96K - $2.13K
50 $2.04M
ETNB
89bio, Inc.

Healthcare
280
New
$6.18 - $11.66 $1.73K - $3.26K
280 $2.04M
JBI
Janus International Group, Inc.

Industrials
282
New
$6.95 - $9.11 $1.96K - $2.57K
282 $2.03M
IBOC
International Bancshares Corp

Financial Services
32
New
$60.62 - $67.91 $1.94K - $2.17K
32 $2.02M
URGN
Uro Gen Pharma Ltd.

Healthcare
178
New
$9.27 - $12.13 $1.65K - $2.16K
178 $1.97M
CRSR
Corsair Gaming, Inc.

Technology
222
New
$6.98 - $12.53 $1.55K - $2.78K
222 $1.97M
ENTA
Enanta Pharmaceuticals Inc

Healthcare
351
New
$4.82 - $8.49 $1.69K - $2.98K
351 $1.94M
GPI
Group 1 Automotive Inc

Consumer Cyclical
5
New
$375.96 - $484.08 $1.88K - $2.42K
5 $1.91M
PKI
Perkinelmer Inc

Healthcare
18
New
N/A
18 $1.91M
TPG
Tpg Inc.

Financial Services
40
New
$46.15 - $69.77 $1.85K - $2.79K
40 $1.9M
VECO
Veeco Instruments Inc

Technology
94
New
$20.08 - $28.72 $1.89K - $2.7K
94 $1.89M
AGM
Federal Agricultural Mortgage Corp

Financial Services
10
New
$182.78 - $209.07 $1.83K - $2.09K
10 $1.88M
BRO
Brown & Brown, Inc.

Financial Services
15
New
$100.54 - $124.4 $1.51K - $1.87K
15 $1.87M
CHE
Chemed Corp

Healthcare
3
New
$521.84 - $615.32 $1.57K - $1.85K
3 $1.85M
ASGN
Asgn Inc

Technology
29
New
$63.02 - $93.96 $1.83K - $2.72K
29 $1.83M
CNM
Core & Main, Inc.

Industrials
37
New
$46.27 - $57.26 $1.71K - $2.12K
37 $1.79M
SHOO
Steven Madden, Ltd.

Consumer Cyclical
67
New
$25.03 - $42.15 $1.68K - $2.82K
67 $1.79M
HLI
Houlihan Lokey, Inc.

Financial Services
11
New
$154.43 - $187.4 $1.7K - $2.06K
11 $1.78M
AMRK
A Mark Precious Metals, Inc.

Financial Services
69
New
$25.37 - $29.38 $1.75K - $2.03K
69 $1.75M
VVX
V2 X, Inc.

Industrials
35
New
$42.05 - $55.16 $1.47K - $1.93K
35 $1.72M
LOVE
Lovesac CO

Consumer Cyclical
94
New
$15.5 - $27.15 $1.46K - $2.55K
94 $1.71M
EGBN
Eagle Bancorp Inc

Financial Services
81
New
$20.39 - $26.95 $1.65K - $2.18K
81 $1.7M
XNCR
Xencor Inc

Healthcare
158
New
$10.64 - $24.13 $1.68K - $3.81K
158 $1.68M
KALV
Kal Vista Pharmaceuticals, Inc.

Healthcare
144
New
$7.4 - $12.6 $1.07K - $1.81K
144 $1.66M
COGT
Cogent Biosciences, Inc.

Healthcare
277
New
$5.99 - $9.66 $1.66K - $2.68K
277 $1.66M
LEVI
Levi Strauss & CO

Consumer Cyclical
102
New
$15.59 - $19.22 $1.59K - $1.96K
102 $1.59M
AIT
Applied Industrial Technologies Inc

Industrials
7
New
$218.93 - $269.18 $1.53K - $1.88K
7 $1.58M
CLNE
Clean Energy Fuels Corp.

Energy
1.02K
New
$1.55 - $3.57 $1.58K - $3.63K
1.02K $1.58M
VNT
Vontier Corp

Technology
48
New
$32.1 - $40.32 $1.54K - $1.94K
48 $1.58M
BCC
Boise Cascade CO

Basic Materials
16
New
$96.38 - $129.12 $1.54K - $2.07K
16 $1.57M
NU
Nu Holdings Ltd.

Financial Services
153
New
$10.12 - $13.95 $1.55K - $2.13K
153 $1.57M
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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