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
GHM
Graham Corp

Industrials
-17
- 51.52%
$26.62 - $50.6 $453 - $860
16 $793K
GATX
Gatx Corp

Industrials
-1
- 50.0%
$141.27 - $159.24 $141 - $159
1 $154K
CRDA
Crawford & CO Class A

ETFs
-13
- 56.52%
N/A
10 $106K
Zymeworks Inc
-13
- 65.0%
N/A
7 $88K
CVLG
Covenant Logistics Group, Inc.

Industrials
-7
- 77.78%
$17.73 - $24.29 $124 - $170
2 $49K
Mac Copper Limited
-16
- 94.12%
N/A
1 $13K
ARAY
Accuray Inc

Healthcare
-46
- 22.55%
$1.22 - $1.82 $56.1 - $83.7
158 $217K
RRBI
Red River Bancshares Inc

Financial Services
-3
- 75.0%
$48.24 - $58.94 $145 - $177
1 $59K
NWFL
Norwood Financial Corp

Financial Services
-6
- 85.71%
$21.67 - $26.9 $130 - $161
1 $26K
RGNX
Regenxbio Inc.

Healthcare
-31
- 29.52%
$5.31 - $10.4 $165 - $322
74 $608K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-4
- 57.14%
$30.7 - $44.12 $123 - $176
3 $131K
ARVN
Arvinas, Inc.

Healthcare
-20
- 86.96%
$6.07 - $9.62 $121 - $192
3 $23K
LFST
Life Stance Health Group, Inc.

Healthcare
-20
- 86.96%
$4.83 - $6.91 $96.6 - $138
3 $16K
ATRC
Atri Cure, Inc.

Healthcare
-5
- 9.62%
$29.07 - $34.94 $145 - $175
47 $1.54M
Agenus Inc
-188
- 79.66%
N/A
48 $220K
PEBK
Peoples Bancorp Of North Carolina Inc

Financial Services
-5
- 83.33%
$24.7 - $30.88 $124 - $154
1 $29K
TLRY
Tilray Brands, Inc.

Healthcare
-18
- 3.47%
$0.36 - $0.65 $6.48 - $11.7
500 $208K
RXST
Rx Sight, Inc.

Healthcare
-3
- 42.86%
$13.0 - $26.12 $39 - $78.4
4 $52K
Princeton Bancorp Inc
-4
- 80.0%
N/A
1 $31K
TRP
Tc Energy Corp

Energy
-4
- 8.51%
$44.48 - $51.4 $178 - $206
43 $2.1M
TFC
Truist Financial Corp

Financial Services
-8
- 6.56%
$34.79 - $42.99 $278 - $344
114 $4.88M
OSBC
Old Second Bancorp Inc

Financial Services
-11
- 16.18%
$14.45 - $17.74 $159 - $195
57 $1.01M
VYGR
Voyager Therapeutics, Inc.

Healthcare
-5
- 1.3%
$2.73 - $3.64 $13.7 - $18.2
379 $1.18M
COCO
Vita Coco Company, Inc.

Consumer Defensive
-6
- 33.33%
$27.0 - $37.18 $162 - $223
12 $434K
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
-71
- 88.75%
$1.04 - $1.63 $73.8 - $116
9 $11K
HZO
Marinemax Inc

Consumer Cyclical
-7
- 43.75%
$17.66 - $26.12 $124 - $183
9 $227K
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
-16
- 76.19%
$5.8 - $7.9 $92.8 - $126
5 $38K
IONS
Ionis Pharmaceuticals Inc

Healthcare
-6
- 46.15%
$25.51 - $40.0 $153 - $240
7 $277K
OLMA
Olema Pharmaceuticals, Inc.

Healthcare
-32
- 78.05%
$3.06 - $5.62 $97.9 - $180
9 $39K
PHG
Koninklijke Philips Nv

Healthcare
-2
- 4.26%
$21.67 - $25.64 $43.3 - $51.3
45 $1.08M
TSHA
Taysha Gene Therapies, Inc.

Healthcare
-102
- 77.27%
$1.13 - $2.9 $115 - $296
30 $70K
OB
Outbrain Inc.

Communication Services
-25
- 67.57%
$2.37 - $3.9 $59.3 - $97.5
12 $30K
Drilling Tools Intl Corp
-46
- 93.88%
N/A
3 $9K
BORR
Borr Drilling LTD

Energy
-35
- 29.17%
$1.61 - $2.29 $56.4 - $80.2
85 $156K
NKSH
National Bankshares Inc

Financial Services
-4
- 80.0%
$24.0 - $27.88 $96 - $112
1 $28K
CLVT
Clarivate PLC

Technology
-29
- 58.0%
$3.1 - $4.5 $89.9 - $131
21 $91K
UHT
Universal Health Realty Income Trust

Real Estate
-2
- 10.53%
$36.71 - $41.51 $73.4 - $83
17 $680K
FATE
Fate Therapeutics Inc

Healthcare
-359
- 38.98%
$0.68 - $1.67 $244 - $600
562 $630K
HBB
Hamilton Beach Brands Holding CO

Consumer Cyclical
-3
- 10.34%
$13.93 - $20.34 $41.8 - $61
26 $466K
IPAR
Inter Parfums Inc

Consumer Defensive
-1
- 50.0%
$99.7 - $141.48 $99.7 - $141
1 $132K
TECK
Teck Resources LTD

Basic Materials
-5
- 17.86%
$29.05 - $41.48 $145 - $207
23 $929K
LPL
Lg Display Co., Ltd.

Technology
-47
- 20.98%
$2.56 - $3.57 $120 - $168
177 $606K
TRS
Trimas Corp

Consumer Cyclical
-9
- 28.13%
$19.9 - $28.61 $179 - $257
23 $659K
BILL
Bill.Com Holdings, Inc.

Technology
-2
- 66.67%
$37.81 - $48.03 $75.6 - $96.1
1 $47K
MMI
Marcus & Millichap, Inc.

Real Estate
-1
- 6.25%
$28.0 - $34.91 $28 - $34.9
15 $461K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
-5
- 45.45%
$17.94 - $23.34 $89.7 - $117
6 $135K
WTI
W&T Offshore Inc

Energy
-60
- 63.16%
$1.11 - $2.36 $66.6 - $142
35 $58K
PCB
Pcb Bancorp

Financial Services
-5
- 62.5%
$16.8 - $20.98 $84 - $105
3 $63K
TSBK
Timberland Bancorp Inc

Financial Services
-3
- 50.0%
$28.33 - $32.23 $85 - $96.7
3 $94K
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
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email