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
PIPR
Piper Sandler Companies

Financial Services
3
New
$244.29 - $323.68 $733 - $971
3 $743K
CACI
Caci International Inc

Technology
2
New
N/A
2 $734K
UEC
Uranium Energy Corp

Energy
153
New
$4.77 - $8.2 $730 - $1.25K
153 $732K
FATE
Fate Therapeutics Inc

Healthcare
921
New
$0.79 - $1.87 $728 - $1.72K
921 $728K
AL
Air Lease Corp

Industrials
15
New
$43.38 - $51.13 $651 - $767
15 $725K
FBNC
First Bancorp

Financial Services
18
New
$38.72 - $45.94 $697 - $827
18 $723K
IDYA
Ideaya Biosciences, Inc.

Healthcare
44
New
$16.38 - $26.0 $721 - $1.14K
44 $721K
R
Ryder System Inc

Industrials
5
New
$136.38 - $170.92 $682 - $855
5 $720K
LNC
Lincoln National Corp

Financial Services
20
New
$30.06 - $39.23 $601 - $785
20 $719K
GEF
Greif, Inc

Consumer Cyclical
13
New
$54.57 - $62.45 $709 - $812
13 $715K
QCRH
Qcr Holdings Inc

Financial Services
10
New
$71.32 - $81.55 $713 - $816
10 $714K
HRL
Hormel Foods Corp

Consumer Defensive
23
New
$28.29 - $31.52 $651 - $725
23 $712K
ATNI
Atn International, Inc.

Communication Services
35
New
$15.09 - $23.13 $528 - $810
35 $711K
ITGR
Integer Holdings Corp

Healthcare
6
New
$115.16 - $144.36 $691 - $866
6 $709K
PFGC
Performance Food Group CO

Consumer Defensive
9
New
$74.86 - $90.93 $674 - $818
9 $708K
HOG
Harley Davidson, Inc.

Consumer Cyclical
28
New
$24.13 - $30.02 $676 - $841
28 $707K
CHCO
City Holding CO

Financial Services
6
New
$114.48 - $120.39 $687 - $722
6 $705K
APAM
Artisan Partners Asset Management Inc.

Financial Services
18
New
$38.51 - $45.32 $693 - $816
18 $704K
MRTN
Marten Transport LTD

Industrials
51
New
$13.63 - $16.49 $695 - $841
51 $700K
ENVX
Enovix Corp

Industrials
95
New
$7.21 - $14.33 $685 - $1.36K
95 $698K
JEF
Jefferies Financial Group Inc.

Financial Services
13
New
$52.22 - $81.31 $679 - $1.06K
13 $697K
FLIC
First Of Long Island Corp

Financial Services
56
New
$11.04 - $14.07 $618 - $788
56 $692K
NTLA
Intellia Therapeutics, Inc.

Healthcare
97
New
$7.11 - $12.8 $690 - $1.24K
97 $690K
SANM
Sanmina Corp

Technology
9
New
$73.38 - $90.52 $660 - $815
9 $686K
WD
Walker & Dunlop, Inc.

Financial Services
8
New
$82.09 - $96.76 $657 - $774
8 $683K
Atlanta Braves Hldgs Inc
17
New
N/A
17 $681K
NKTR
Nektar Therapeutics

Healthcare
999
New
$0.66 - $1.19 $659 - $1.19K
999 $680K
ASB
Associated Banc Corp

Financial Services
30
New
$21.06 - $25.63 $632 - $769
30 $676K
Ibotta Inc
16
New
N/A
16 $676K
ACGL
Arch Capital Group Ltd.

Financial Services
7
New
$88.13 - $96.94 $617 - $679
7 $674K
HCC
Warrior Met Coal, Inc.

Basic Materials
14
New
$46.21 - $57.16 $647 - $800
14 $669K
CHDN
Churchill Downs Inc

Consumer Cyclical
6
New
$106.5 - $132.91 $639 - $797
6 $667K
LRMR
Larimar Therapeutics, Inc.

Healthcare
310
New
$2.15 - $4.18 $667 - $1.3K
310 $667K
STBA
S&T Bancorp Inc

Financial Services
18
New
$35.43 - $41.22 $638 - $742
18 $667K
FRST
Primis Financial Corp.

Financial Services
68
New
$9.66 - $11.59 $657 - $788
68 $665K
CZNC
Citizens & Northern Corp

Financial Services
33
New
$18.14 - $22.36 $599 - $738
33 $664K
GCMG
Gcm Grosvenor Inc.

Financial Services
50
New
$12.49 - $14.41 $625 - $721
50 $662K
AFG
American Financial Group Inc

Financial Services
5
New
$119.82 - $138.45 $599 - $692
5 $657K
AVNW
Aviat Networks, Inc.

Technology
34
New
$18.08 - $26.35 $615 - $896
34 $652K
SXI
Standex International Corp

Industrials
4
New
$160.36 - $196.08 $641 - $784
4 $646K
ROLL
Rbc Bearings Inc

Industrials
2
New
N/A
2 $644K
CODI
Compass Diversified Holdings

Industrials
34
New
$18.67 - $22.9 $635 - $779
34 $635K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
80
New
$7.93 - $13.21 $634 - $1.06K
80 $635K
BV
Bright View Holdings, Inc.

Industrials
49
New
$12.27 - $16.15 $601 - $791
49 $630K
CMRE
Costamare Inc.

Industrials
64
New
$9.79 - $13.5 $627 - $864
64 $630K
KSS
Kohls Corp

Consumer Cyclical
77
New
$8.06 - $14.12 $621 - $1.09K
77 $630K
TTWO
Take Two Interactive Software Inc

Communication Services
3
New
$178.61 - $217.95 $536 - $654
3 $622K
IDCC
Inter Digital, Inc.

Communication Services
3
New
$171.68 - $225.72 $515 - $677
3 $621K
BHRB
Burke Herbert Finl Svcs Corp C
11
New
N/A
11 $618K
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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