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
Airjoule Technologies Corp
46
New
N/A
46 $216K
CGEM
Cullinan Oncology, Inc.

Healthcare
36
New
$5.93 - $8.34 $213 - $300
36 $214K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
17
New
$11.79 - $13.23 $200 - $225
17 $209K
CAE
Cae Inc

Industrials
7
New
$26.19 - $29.96 $183 - $210
7 $208K
LXP
Lxp Industrial Trust

Real Estate
23
New
$7.75 - $9.34 $178 - $215
23 $207K
SABR
Sabre Corp

Consumer Cyclical
112
New
$1.71 - $3.42 $192 - $383
112 $205K
RXO
Rxo, Inc.
13
New
$14.25 - $17.9 $185 - $233
13 $200K
BMRC
Bank Of Marin Bancorp

Financial Services
8
New
$21.87 - $25.83 $175 - $207
8 $195K
Bankfinancial Corp
16
New
N/A
16 $193K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
12
New
$13.84 - $19.11 $166 - $229
12 $190K
TZOO
Travelzoo

Communication Services
18
New
N/A
18 $177K
CZWI
Citizens Community Bancorp Inc.

Financial Services
11
New
$14.0 - $16.69 $154 - $184
11 $177K
OCFC
Oceanfirst Financial Corp

Financial Services
10
New
$16.32 - $19.01 $163 - $190
10 $176K
LANC
Lancaster Colony Corp

Consumer Defensive
1
New
$171.5 - $183.37 $172 - $183
1 $173K
ATEX
Anterix Inc.

Communication Services
8
New
$20.96 - $25.23 $168 - $202
8 $172K
Brookfield Asset Managmt LTD
3
New
N/A
3 $171K
NVGS
Navigator Holdings Ltd.

Energy
11
New
$14.28 - $16.85 $157 - $185
11 $171K
Pro Dex Inc Colo
5
New
N/A
5 $170K
ANNX
Annexon, Inc.

Healthcare
55
New
$2.05 - $3.37 $113 - $185
55 $168K
Cf Bankshares Inc
7
New
N/A
7 $168K
PNRG
Primeenergy Resources Corp

Energy
1
New
$144.5 - $183.68 $145 - $184
1 $168K
DYN
Dyne Therapeutics, Inc.

Healthcare
13
New
$8.18 - $14.22 $106 - $185
13 $165K
Acuren Corp
12
New
N/A
12 $160K
FNLC
First Bancorp, Inc

Financial Services
6
New
$24.78 - $27.54 $149 - $165
6 $158K
KALU
Kaiser Aluminum Corp

Basic Materials
2
New
$72.44 - $92.64 $145 - $185
2 $155K
LCNB
Lcnb Corp

Financial Services
10
New
$14.2 - $16.35 $142 - $164
10 $150K
LNKB
Linkbancorp, Inc.

Financial Services
20
New
$6.68 - $7.7 $134 - $154
20 $143K
Sb Finl Group Inc
7
New
N/A
7 $136K
PTWO
Pono Cap Two Inc Com Cl A
31
New
N/A
31 $135K
CCRD
Core Card Corp

Technology
5
New
$26.02 - $29.49 $130 - $147
5 $135K
MLAB
Mesa Laboratories Inc

Technology
2
New
$57.44 - $103.4 $115 - $207
2 $135K
BDN
Brandywine Realty Trust

Real Estate
31
New
$3.81 - $4.58 $118 - $142
31 $130K
MNSO
Miniso Group Holding LTD

Consumer Cyclical
5
New
$17.56 - $26.63 $87.8 - $133
5 $113K
RNST
Renasant Corp

Financial Services
3
New
$35.52 - $39.77 $107 - $119
3 $111K
Bowhead Specialty Hldgs Inc
4
New
N/A
4 $109K
CAL
Caleres Inc

Consumer Cyclical
8
New
$13.04 - $15.75 $104 - $126
8 $105K
Titan Amer Sa
7
New
N/A
7 $105K
CXW
Core Civic, Inc.

Real Estate
5
New
$19.6 - $22.53 $98 - $113
5 $102K
DEO
Diageo PLC

Consumer Defensive
1
New
$93.64 - $115.33 $93.6 - $115
1 $96K
Leslies Inc
17
New
N/A
17 $94K
UBFO
United Security Bancshares

Financial Services
10
New
$8.29 - $9.84 $82.9 - $98.4
10 $94K
AJX
Great Ajax Corp.

Real Estate
37
New
N/A
37 $94K
FCAP
First Capital Inc

Financial Services
2
New
$35.1 - $46.0 $70.2 - $92
2 $92K
MDV
Modiv Inc.

Real Estate
6
New
$14.31 - $15.56 $85.9 - $93.4
6 $88K
USCB
Uscb Financial Holdings, Inc.

Financial Services
5
New
$16.08 - $18.51 $80.4 - $92.6
5 $88K
SWBI
Smith & Wesson Brands, Inc.

Industrials
8
New
$7.74 - $9.83 $61.9 - $78.6
8 $79K
FOUR
Shift4 Payments, Inc.

Technology
1
New
$77.4 - $106.81 $77.4 - $107
1 $78K
CDZI
Cadiz Inc

Utilities
16
New
$2.9 - $4.75 $46.4 - $76
16 $76K
Paramount Skydance Corp
4
New
N/A
4 $76K
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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