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
MTRN
Materion Corp

Basic Materials
-1
- 33.33%
$72.15 - $84.25 $72.2 - $84.3
2 $159K
MYFW
First Western Financial Inc

Financial Services
-5
- 55.56%
$17.61 - $22.86 $88.1 - $114
4 $91K
FPI
Farmland Partners Inc.

Real Estate
-8
- 38.1%
$9.8 - $11.79 $78.4 - $94.3
13 $150K
CENT
Central Garden & Pet CO

Consumer Defensive
-2
- 20.0%
$33.56 - $36.96 $67.1 - $73.9
8 $282K
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
-1
- 12.5%
$49.85 - $59.52 $49.9 - $59.5
7 $368K
NWPX
Northwest Pipe CO

Industrials
-2
- 25.0%
$37.23 - $42.88 $74.5 - $85.8
6 $247K
HMC
Honda Motor CO LTD

Consumer Cyclical
-8
- 9.2%
$25.0 - $30.93 $200 - $247
79 $2.28M
Inhibrx Biosciences Inc
-6
- 60.0%
N/A
4 $58K
MD
Mednax, Inc.

Healthcare
-4
- 2.31%
$12.0 - $15.17 $48 - $60.7
169 $2.43M
BFS
Saul Centers, Inc.

Real Estate
-2
- 33.33%
$32.21 - $36.42 $64.4 - $72.8
4 $137K
SVRA
Savara Inc

Healthcare
-26
- 63.41%
$1.99 - $3.4 $51.7 - $88.4
15 $35K
PINE
Alpine Income Property Trust, Inc.

Real Estate
-4
- 44.44%
$14.71 - $17.13 $58.8 - $68.5
5 $74K
South Bow Corp
-3
- 37.5%
N/A
5 $130K
ADCT
Adc Therapeutics Sa

Healthcare
-72
- 77.42%
$1.1 - $3.67 $79.2 - $264
21 $57K
ACVA
Acv Auctions Inc.

Consumer Cyclical
-13
- 20.31%
$12.82 - $17.04 $167 - $222
51 $828K
OVLY
Oak Valley Bancorp

Financial Services
-3
- 75.0%
$23.19 - $27.76 $69.6 - $83.3
1 $28K
UL
Unilever PLC

Consumer Defensive
-4
- 3.74%
$57.9 - $65.43 $232 - $262
103 $6.3M
BOH
Bank Of Hawaii Corp

Financial Services
-1
- 50.0%
$60.02 - $70.83 $60 - $70.8
1 $68K
LUNG
Pulmonx Corp

Healthcare
-4
- 30.77%
$2.57 - $6.87 $10.3 - $27.5
9 $24K
BANR
Banner Corp

Financial Services
-1
- 50.0%
$56.51 - $65.42 $56.5 - $65.4
1 $65K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
-1
- 10.0%
$210.85 - $245.99 $211 - $246
9 $2.15M
CABA
Cabaletta Bio, Inc.

Healthcare
-46
- 73.02%
$1.04 - $2.48 $47.8 - $114
17 $26K
OLP
One Liberty Properties Inc

Real Estate
-2
- 33.33%
$23.24 - $26.54 $46.5 - $53.1
4 $96K
Onity Group Inc
-3
- 33.33%
N/A
6 $230K
WMG
Warner Music Group Corp.

Communication Services
-1
- 12.5%
$25.91 - $31.32 $25.9 - $31.3
7 $191K
FMX
Mexican Economic Development Inc

Consumer Defensive
-1
- 12.5%
$92.5 - $107.84 $92.5 - $108
7 $721K
CIG
Energy CO Of Minas Gerais

Utilities
-34
- 89.47%
$1.62 - $1.96 $55.1 - $66.6
4 $8K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-1
- 10.0%
$96.02 - $124.33 $96 - $124
9 $1.04M
FLL
Full House Resorts Inc

Consumer Cyclical
-13
- 76.47%
$2.91 - $4.24 $37.8 - $55.1
4 $15K
RELL
Richardson Electronics, Ltd.

Technology
-5
- 83.33%
$8.12 - $10.92 $40.6 - $54.6
1 $10K
RIG
Transocean Ltd.

Energy
-11
- 25.58%
$2.13 - $3.32 $23.4 - $36.5
32 $83K
SXC
Sun Coke Energy, Inc.

Basic Materials
-5
- 26.32%
$7.75 - $9.8 $38.8 - $49
14 $121K
Lexeo Therapeutics Inc
-16
- 84.21%
N/A
3 $13K
CRCT
Cricut, Inc.

Technology
-12
- 66.67%
$4.11 - $6.77 $49.3 - $81.2
6 $41K
GGB
Gerdau S.A.

Basic Materials
-20
- 25.32%
$2.3 - $3.19 $46 - $63.8
59 $173K
PSTL
Postal Realty Trust, Inc.

Real Estate
-4
- 23.53%
$12.59 - $15.36 $50.4 - $61.4
13 $192K
Alerus Finl Corp
-7
- 21.88%
N/A
25 $541K
AOMR
Angel Oak Mortgage, Inc.

Real Estate
-5
- 35.71%
$7.5 - $10.17 $37.5 - $50.9
9 $85K
LC
Lending Club Corp

Financial Services
-18
- 18.37%
$8.56 - $12.03 $154 - $217
80 $963K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
-4
- 36.36%
$13.24 - $18.0 $53 - $72
7 $119K
LEGH
Legacy Housing Corp

Consumer Cyclical
-1
- 12.5%
$21.61 - $25.73 $21.6 - $25.7
7 $159K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
-3
- 2.21%
$5.61 - $6.49 $16.8 - $19.5
133 $805K
VRA
Vera Bradley, Inc.

Consumer Cyclical
-18
- 64.29%
$1.77 - $2.58 $31.9 - $46.4
10 $23K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
-2
- 13.33%
$13.4 - $15.08 $26.8 - $30.2
13 $182K
EBR
Brazilian Electric Power CO

Utilities
-8
- 12.9%
$6.8 - $7.75 $54.4 - $62
54 $402K
KE
Kimball Electronics, Inc.

Industrials
-4
- 28.57%
$12.91 - $19.33 $51.6 - $77.3
10 $193K
FLXS
Flexsteel Industries Inc

Consumer Cyclical
-1
- 50.0%
$29.38 - $37.8 $29.4 - $37.8
1 $37K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
-1
- 7.14%
$8.6 - $10.66 $8.6 - $10.7
13 $115K
RMAX
Re/Max Holdings, Inc.

Real Estate
-4
- 26.67%
$7.03 - $8.99 $28.1 - $36
11 $90K
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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