True Wealth Design, LLC New Holdings in Q4 2024

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RAMP
Live Ramp Holdings, Inc.

Technology
8
New
$23.69 - $32.37 $190 - $259
8 $243K
MOV
Movado Group Inc

Consumer Cyclical
12
New
$18.39 - $21.31 $221 - $256
12 $237K
TCBI
Texas Capital Bancshares Inc

Financial Services
3
New
$69.88 - $89.68 $210 - $269
3 $235K
MDB
Mongo Db, Inc.

Technology
1
New
$232.81 - $350.13 $233 - $350
1 $233K
MC
Moelis & CO

Financial Services
3
New
$65.74 - $80.49 $197 - $241
3 $222K
MXCT
Maxcyte, Inc.

Healthcare
52
New
$3.23 - $4.43 $168 - $230
52 $217K
CDE
Coeur Mining, Inc.

Basic Materials
37
New
$5.61 - $7.39 $208 - $273
37 $212K
Drilling Tools Intl Corp
64
New
N/A
64 $210K
UIS
Unisys Corp

Technology
33
New
$5.38 - $8.92 $178 - $294
33 $209K
MYE
Myers Industries Inc

Consumer Cyclical
18
New
$10.91 - $13.47 $196 - $242
18 $199K
CRDA
Crawford & CO Class A

ETFs
17
New
N/A
17 $197K
NPK
National Presto Industries Inc

Industrials
2
New
$69.91 - $98.42 $140 - $197
2 $197K
FRSH
Freshworks Inc.

Technology
12
New
$10.88 - $17.02 $131 - $204
12 $195K
South Bow Corp
8
New
N/A
8 $189K
Ouster Inc
15
New
N/A
15 $184K
DY
Dycom Industries Inc

Industrials
1
New
$168.3 - $202.91 $168 - $203
1 $175K
KFRC
Kforce Inc

Industrials
3
New
$53.57 - $62.47 $161 - $187
3 $171K
Brookfield Renewable Corp
6
New
N/A
6 $166K
PCVX
Vaxcyte, Inc.

Healthcare
2
New
$80.97 - $117.93 $162 - $236
2 $164K
Super Micro Computer Inc
5
New
N/A
5 $153K
AA
Alcoa Corp

Basic Materials
4
New
$36.62 - $47.42 $146 - $190
4 $152K
FLR
Fluor Corp

Industrials
3
New
$46.92 - $58.93 $141 - $177
3 $148K
TRUP
Trupanion, Inc.

Financial Services
3
New
$41.09 - $56.01 $123 - $168
3 $145K
SG
Sweetgreen, Inc.

Consumer Cyclical
4
New
$31.7 - $43.97 $127 - $176
4 $129K
SWKH
Swk Holdings Corp

Financial Services
8
New
$15.16 - $17.06 $121 - $136
8 $127K
RGNX
Regenxbio Inc.

Healthcare
16
New
$7.23 - $11.56 $116 - $185
16 $124K
VNDA
Vanda Pharmaceuticals Inc.

Healthcare
25
New
$4.41 - $5.46 $110 - $137
25 $120K
TCI
Transcontinental Realty Investors Inc

Real Estate
4
New
$27.04 - $30.49 $108 - $122
4 $120K
INMD
In Mode Ltd.

Healthcare
7
New
$14.88 - $19.53 $104 - $137
7 $117K
EVI
Evi Industries, Inc.

Industrials
7
New
$16.35 - $21.76 $114 - $152
7 $115K
EEFT
Euronet Worldwide, Inc.

Technology
1
New
$96.0 - $106.61 $96 - $107
1 $103K
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
20
New
$4.21 - $5.9 $84.2 - $118
20 $100K
SIGI
Selective Insurance Group Inc

Financial Services
1
New
$90.05 - $102.09 $90.1 - $102
1 $94K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
6
New
$15.03 - $16.21 $90.2 - $97.3
6 $93K
SNDX
Syndax Pharmaceuticals Inc

Healthcare
7
New
$12.52 - $21.81 $87.6 - $153
7 $93K
PSMT
Pricesmart Inc

Consumer Defensive
1
New
$83.08 - $96.92 $83.1 - $96.9
1 $93K
ATEN
A10 Networks, Inc.

Technology
5
New
$14.15 - $19.2 $70.8 - $96
5 $92K
LXFR
Luxfer Holdings PLC

Industrials
7
New
$12.29 - $14.99 $86 - $105
7 $92K
SWIM
Latham Group, Inc.

Industrials
13
New
$5.42 - $8.35 $70.5 - $109
13 $91K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
22
New
N/A
22 $84K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
3
New
$27.34 - $35.73 $82 - $107
3 $83K
CURV
Torrid Holdings Inc.

Consumer Cyclical
15
New
$3.18 - $5.32 $47.7 - $79.8
15 $79K
TG
Tredegar Corp

Industrials
10
New
$6.92 - $9.14 $69.2 - $91.4
10 $77K
AVA
Avista Corp

Utilities
2
New
$35.46 - $39.23 $70.9 - $78.5
2 $74K
PBYI
Puma Biotechnology, Inc.

Healthcare
24
New
$2.42 - $3.39 $58.1 - $81.4
24 $74K
SMMT
Summit Therapeutics Inc.

Healthcare
4
New
$17.52 - $23.46 $70.1 - $93.8
4 $72K
ECVT
Ecovyst Inc.

Basic Materials
9
New
$6.15 - $8.62 $55.4 - $77.6
9 $69K
Disc Medicine Inc
1
New
N/A
1 $64K
PAYO
Payoneer Global Inc.

Technology
6
New
$7.59 - $11.05 $45.5 - $66.3
6 $61K
Activity Summary
Buys All Purchases 833 New Holdings 278 Increased Positions 555 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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