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
TEX
Terex Corp

Industrials
24
New
$37.65 - $48.97 $904 - $1.18K
24 $907K
AFRM
Affirm Holdings, Inc.

Technology
20
New
$43.7 - $80.98 $874 - $1.62K
20 $904K
ACVA
Acv Auctions Inc.

Consumer Cyclical
64
New
$13.1 - $22.25 $838 - $1.42K
64 $902K
FLO
Flowers Foods Inc

Consumer Defensive
47
New
$18.05 - $20.78 $848 - $977
47 $894K
Acelyrin Inc
361
New
N/A
361 $892K
RCEL
Avita Medical, Inc.

Healthcare
109
New
$8.14 - $13.72 $887 - $1.5K
109 $888K
EXP
Eagle Materials Inc

Basic Materials
4
New
$207.49 - $262.13 $830 - $1.05K
4 $888K
APOG
Apogee Enterprises, Inc.

Industrials
19
New
$46.23 - $71.9 $878 - $1.37K
19 $881K
SCL
Stepan CO

Basic Materials
16
New
$55.04 - $65.59 $881 - $1.05K
16 $881K
KEY
Keycorp

Financial Services
55
New
$15.15 - $18.3 $833 - $1.01K
55 $880K
NOG
Northern Oil & Gas, Inc.

Energy
29
New
$26.89 - $42.07 $780 - $1.22K
29 $877K
Birkenstock Holding PLC
19
New
N/A
19 $872K
GTLS
Chart Industries Inc

Industrials
6
New
$141.99 - $218.35 $852 - $1.31K
6 $867K
WNC
Wabash National Corp

Industrials
77
New
$10.59 - $17.28 $815 - $1.33K
77 $851K
EAF
Graftech International LTD

Industrials
968
New
$0.87 - $1.82 $842 - $1.76K
968 $847K
GBCI
Glacier Bancorp, Inc.

Financial Services
19
New
$43.81 - $52.23 $832 - $992
19 $841K
MGEE
Mge Energy Inc

Utilities
9
New
$85.7 - $94.18 $771 - $848
9 $837K
FBK
Fb Financial Corp

Financial Services
18
New
$44.62 - $54.37 $803 - $979
18 $835K
NDAQ
Nasdaq, Inc.

Financial Services
11
New
$72.17 - $83.76 $794 - $921
11 $835K
LKFN
Lakeland Financial Corp

Financial Services
14
New
$59.44 - $69.54 $832 - $974
14 $833K
JELD
Jeld Wen Holding, Inc.

Industrials
139
New
$5.46 - $9.88 $759 - $1.37K
139 $830K
SMTC
Semtech Corp

Technology
24
New
$31.44 - $77.15 $755 - $1.85K
24 $826K
PI
Impinj Inc

Technology
9
New
$87.73 - $152.24 $790 - $1.37K
9 $817K
GME
Game Stop Corp.

Consumer Cyclical
36
New
$21.73 - $33.37 $782 - $1.2K
36 $804K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
8
New
$96.88 - $148.78 $775 - $1.19K
8 $804K
BLNK
Blink Charging Co.

Industrials
873
New
$0.9 - $1.68 $786 - $1.47K
873 $802K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
8
New
$94.63 - $114.82 $757 - $919
8 $801K
SONO
Sonos Inc

Technology
75
New
$10.67 - $15.08 $800 - $1.13K
75 $801K
AGYS
Agilysys Inc

Technology
11
New
$71.45 - $134.56 $786 - $1.48K
11 $798K
SPSC
Sps Commerce Inc

Technology
6
New
$123.05 - $197.4 $738 - $1.18K
6 $797K
DJCO
Daily Journal Corp

Technology
2
New
$376.14 - $580.69 $752 - $1.16K
2 $796K
Nano Nuclear Energy Inc
30
New
N/A
30 $794K
FORM
Formfactor Inc

Technology
28
New
$28.29 - $47.24 $792 - $1.32K
28 $793K
NFG
National Fuel Gas CO

Energy
10
New
$60.71 - $79.19 $607 - $792
10 $792K
CWST
Casella Waste Systems Inc

Industrials
7
New
$104.2 - $115.86 $729 - $811
7 $781K
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
11
New
$68.94 - $90.02 $758 - $990
11 $780K
Core Natural Resources Inc
10
New
N/A
10 $771K
PRLB
Proto Labs Inc

Industrials
22
New
$35.04 - $45.03 $771 - $991
22 $771K
PLXS
Plexus Corp

Technology
6
New
$120.51 - $170.49 $723 - $1.02K
6 $769K
MOD
Modine Manufacturing CO

Consumer Cyclical
10
New
$76.06 - $142.68 $761 - $1.43K
10 $768K
SLGN
Silgan Holdings Inc

Consumer Cyclical
15
New
$48.82 - $56.15 $732 - $842
15 $767K
SKYT
Sky Water Technology, Inc

Technology
108
New
$7.06 - $15.69 $762 - $1.69K
108 $766K
SNEX
Stone X Group Inc.

Financial Services
10
New
$76.12 - $126.89 $761 - $1.27K
10 $764K
Community West Bancshares Ne
41
New
N/A
41 $758K
PRK
Park National Corp

Financial Services
5
New
$151.4 - $174.01 $757 - $870
5 $757K
TRS
Trimas Corp

Consumer Cyclical
32
New
$20.49 - $25.42 $656 - $813
32 $750K
ACLS
Axcelis Technologies Inc

Technology
15
New
$49.67 - $74.45 $745 - $1.12K
15 $746K
PDFS
Pdf Solutions Inc

Technology
39
New
$19.11 - $29.12 $745 - $1.14K
39 $746K
AVNT
Avient Corp

Basic Materials
20
New
$36.91 - $44.21 $738 - $884
20 $744K
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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