True Wealth Design, LLC Reduced Holdings in Q2 2025

True Wealth Design, LLC

  • $284 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SSTI
Shotspotter, Inc

Technology
-9
- 31.03%
$13.06 - $17.2 $118 - $155
20 $262K
CCL
Carnival Corp

Consumer Cyclical
-316
- 31.35%
$16.43 - $28.12 $5.19K - $8.89K
692 $19.5M
MPX
Marine Products Corp

Consumer Cyclical
-27
- 87.1%
$7.59 - $9.0 $205 - $243
4 $35K
TRN
Trinity Industries Inc

Industrials
-8
- 80.0%
$24.11 - $28.86 $193 - $231
2 $55K
OOMA
Ooma Inc

Communication Services
-17
- 54.84%
$11.66 - $13.8 $198 - $235
14 $181K
AI
C3.Ai, Inc.

Technology
-13
- 48.15%
$18.24 - $27.8 $237 - $361
14 $344K
GOOD
Gladstone Commercial Corp

Real Estate
-14
- 37.84%
$13.16 - $15.07 $184 - $211
23 $330K
PD
Pager Duty, Inc.

Technology
-2
- 3.13%
$13.92 - $18.38 $27.8 - $36.8
62 $948K
AMPY
Amplify Energy Corp.

Energy
-57
- 87.69%
$2.3 - $3.86 $131 - $220
8 $26K
LKFN
Lakeland Financial Corp

Financial Services
-4
- 28.57%
$51.45 - $61.84 $206 - $247
10 $615K
Bicara Therapeutics Inc
-10
- 30.3%
N/A
23 $214K
RUN
Sunrun Inc.

Technology
-148
- 34.5%
$5.67 - $12.85 $839 - $1.9K
281 $2.3M
DXPE
Dxp Enterprises Inc

Industrials
-3
- 33.33%
$71.8 - $92.02 $215 - $276
6 $526K
NAVI
Navient Corp

Financial Services
-17
- 89.47%
$10.76 - $14.33 $183 - $244
2 $29K
LNTH
Lantheus Holdings, Inc.

Healthcare
-2
- 66.67%
$73.86 - $108.74 $148 - $217
1 $82K
ESCA
Escalade Inc

Consumer Cyclical
-13
- 61.9%
$13.4 - $16.52 $174 - $215
8 $112K
REI
Ring Energy, Inc.

Energy
-161
- 72.85%
$0.74 - $1.17 $119 - $188
60 $48K
DIOD
Diodes Inc

Technology
-5
- 83.33%
$34.26 - $52.89 $171 - $264
1 $53K
SG
Sweetgreen, Inc.

Consumer Cyclical
-7
- 70.0%
$12.23 - $25.56 $85.6 - $179
3 $45K
VPG
Vishay Precision Group, Inc.

Technology
-17
- 25.0%
$19.2 - $28.25 $326 - $480
51 $1.43M
ICLR
Icon PLC

Healthcare
-1
- 50.0%
$126.62 - $168.7 $127 - $169
1 $146K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
-2
- 25.0%
$89.28 - $103.69 $179 - $207
6 $598K
ALLY
Ally Financial Inc.

Financial Services
-10
- 13.16%
$30.09 - $38.95 $301 - $390
66 $2.57M
LOGI
Logitech International S.A.

Technology
-3
- 25.0%
$65.57 - $90.16 $197 - $270
9 $812K
BHP
Bhp Group LTD

Basic Materials
-2
- 0.87%
$40.22 - $50.88 $80.4 - $102
229 $11M
GCMG
Gcm Grosvenor Inc.

Financial Services
-10
- 20.0%
$11.4 - $13.31 $114 - $133
40 $463K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
-4
- 40.0%
$32.45 - $40.68 $130 - $163
6 $200K
WSR
Whitestone Reit

Real Estate
-11
- 40.74%
$12.06 - $14.62 $133 - $161
16 $200K
EQNR
Equinor Asa

Energy
-3
- 3.37%
$22.04 - $28.08 $66.1 - $84.2
86 $2.16M
FSBC
Five Star Bancorp

Financial Services
-7
- 53.85%
$25.15 - $29.45 $176 - $206
6 $172K
Jakks Pac Inc
-7
- 63.64%
N/A
4 $84K
AIT
Applied Industrial Technologies Inc

Industrials
-1
- 14.29%
$206.03 - $243.28 $206 - $243
6 $1.4M
BANC
Banc Of California, Inc.

Financial Services
-12
- 15.38%
$12.06 - $14.62 $145 - $175
66 $928K
UHALB
Amerco Com Ser N
-1
- 3.85%
N/A
25 $1.36M
UMH
Umh Properties, Inc.

Real Estate
-8
- 34.78%
$16.36 - $18.82 $131 - $151
15 $252K
ZIMV
Zim Vie Inc.

Healthcare
-16
- 84.21%
$8.28 - $10.56 $132 - $169
3 $29K
Curbline Pptys Corp
-7
- 70.0%
N/A
3 $69K
JILL
J.Jill, Inc.

Consumer Cyclical
-8
- 72.73%
$13.53 - $19.0 $108 - $152
3 $44K
PRLB
Proto Labs Inc

Industrials
-7
- 31.82%
$31.12 - $41.64 $218 - $291
15 $601K
DINO
Hf Sinclair Corp

Energy
-76
- 21.11%
$25.91 - $41.85 $1.97K - $3.18K
284 $11.7M
GETY
Vector Holding, LLC

Communication Services
-81
- 15.94%
$1.35 - $2.01 $109 - $163
427 $709K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-6
- 75.0%
$22.25 - $30.3 $134 - $182
2 $55K
TMCI
Treace Medical Concepts, Inc.

Healthcare
-17
- 65.38%
$5.44 - $8.32 $92.5 - $141
9 $53K
PBFS
Pioneer Bancorp, Inc.

Financial Services
-15
- 30.0%
$11.03 - $12.53 $165 - $188
35 $422K
KNTK
Kinetik Holdings Inc.

Energy
-3
- 75.0%
$40.12 - $53.83 $120 - $161
1 $45K
Ncr Atleos Corporation
-7
- 41.18%
N/A
10 $286K
JHX
James Hardie Industries PLC

Basic Materials
-10
- 31.25%
$20.27 - $27.59 $203 - $276
22 $592K
IBP
Installed Building Products, Inc.

Consumer Cyclical
-1
- 50.0%
$153.99 - $182.0 $154 - $182
1 $181K
DTM
Dt Midstream, Inc.

Energy
-7
- 15.56%
$87.23 - $109.91 $611 - $769
38 $4.21M
Activity Summary
Buys All Purchases 1446 New Holdings 238 Increased Positions 1208 Sells All Sells 780 Reductions 778 Sold out 2 Options Calls 0 Puts 0
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