True Wealth Design, LLC Reduced Holdings in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LAND
Gladstone Land Corp

Real Estate
-50
- 56.18%
$8.65 - $10.8 $433 - $540
39 $358K
SFL
Sfl Corp Ltd.

Industrials
-28
- 6.67%
$7.53 - $9.48 $211 - $265
392 $2.95M
EVEX
Eve Holding, Inc.

Industrials
-13
- 7.98%
$3.66 - $7.51 $47.6 - $97.6
150 $572K
DSP
Viant Technology Inc.

Technology
-38
- 82.61%
$8.37 - $14.84 $318 - $564
8 $70K
DCGO
Doc Go Inc.

Healthcare
-271
- 34.61%
$1.33 - $1.73 $360 - $469
512 $697K
WIX
Wix.Com Ltd.

Technology
-4
- 40.0%
$115.43 - $184.24 $462 - $737
6 $1.07M
Bunge Global Sa
-7
- 13.46%
N/A
45 $3.66M
Amer Sports Inc
-9
- 18.75%
N/A
39 $1.36M
ALRM
Alarm.Com Holdings, Inc.

Technology
-1
- 0.78%
$51.29 - $59.16 $51.3 - $59.2
128 $6.8M
INFU
Infu System Holdings, Inc

Healthcare
-86
- 90.53%
$5.41 - $10.78 $465 - $927
9 $94K
WGO
Winnebago Industries Inc

Consumer Cyclical
-52
- 18.37%
$28.84 - $36.79 $1.5K - $1.91K
231 $7.73M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-44
- 93.62%
$10.08 - $11.67 $444 - $513
3 $33K
Corpay Inc
-1
- 25.0%
N/A
3 $865K
NI
Nisource Inc.

Utilities
-19
- 14.84%
$39.0 - $43.33 $741 - $823
109 $4.71M
UPWK
Upwork, Inc

Industrials
-71
- 42.26%
$11.75 - $20.07 $834 - $1.42K
97 $1.8M
SWK
Stanley Black & Decker, Inc.

Industrials
-8
- 38.1%
$66.98 - $79.52 $536 - $636
13 $967K
ONL
Orion Office Reit Inc.

Real Estate
-262
- 58.22%
$2.27 - $3.04 $595 - $796
188 $508K
POST
Post Holdings, Inc.

Consumer Defensive
-4
- 36.36%
$102.36 - $114.04 $409 - $456
7 $753K
MBIN
Merchants Bancorp

Financial Services
-11
- 14.67%
$29.18 - $36.0 $321 - $396
64 $2.04M
GPI
Group 1 Automotive Inc

Consumer Cyclical
-1
- 20.0%
$406.1 - $488.25 $406 - $488
4 $1.75M
BJRI
B Js Restaurants Inc

Consumer Cyclical
-9
- 81.82%
$29.75 - $46.78 $268 - $421
2 $62K
INGN
Inogen Inc

Healthcare
-69
- 57.98%
$5.87 - $8.79 $405 - $607
50 $409K
TBLA
Taboola.Com Ltd.

Communication Services
-111
- 58.12%
$3.17 - $3.76 $352 - $417
80 $273K
HBI
Hanesbrands Inc.

Consumer Cyclical
-103
- 81.75%
$4.07 - $6.59 $419 - $679
23 $152K
ASIX
Advan Six Inc.

Basic Materials
-12
- 27.27%
$18.03 - $25.29 $216 - $303
32 $621K
AJG
Arthur J. Gallagher & Co.

Financial Services
-1
- 9.09%
$284.17 - $319.49 $284 - $319
10 $2.99M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-14
- 50.0%
$24.0 - $31.51 $336 - $441
14 $379K
BRC
Brady Corp

Industrials
-6
- 85.71%
$67.86 - $82.75 $407 - $497
1 $79K
EXPO
Exponent Inc

Industrials
-5
- 62.5%
$68.33 - $77.6 $342 - $388
3 $209K
WEST
Westrock Coffee Holdings, LLC
-63
- 67.74%
$4.67 - $7.16 $294 - $451
30 $146K
ZYXI
Zynex Inc

Healthcare
-114
- 60.64%
$1.26 - $2.69 $144 - $307
74 $108K
UIS
Unisys Corp

Technology
-82
- 97.62%
$3.69 - $4.59 $303 - $376
2 $8K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
-413
- 98.8%
$0.87 - $1.79 $359 - $739
5 $9K
Star Hldgs
-48
- 66.67%
N/A
24 $198K
PR
Permian Resources Corporation

Energy
-24
- 34.78%
$12.8 - $14.51 $307 - $348
45 $576K
Super Micro Computer Inc
-7
- 30.43%
N/A
16 $768K
STRO
Sutro Biopharma, Inc.

Healthcare
-514
- 91.95%
$0.72 - $1.06 $370 - $545
45 $40K
CWEN
Clearway Energy, Inc.

Utilities
-11
- 84.62%
$27.89 - $32.98 $307 - $363
2 $57K
TGLS
Tecnoglass Inc.

Basic Materials
-4
- 50.0%
$65.7 - $83.06 $263 - $332
4 $268K
BOOM
Dmc Global Inc.

Energy
-43
- 81.13%
$5.85 - $8.87 $252 - $381
10 $85K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
-4
- 80.0%
$61.95 - $80.32 $248 - $321
1 $63K
LUV
Southwest Airlines CO

Industrials
-8
- 5.26%
$29.06 - $37.7 $232 - $302
144 $4.6M
RGP
Resources Connection, Inc.

Industrials
-61
- 80.26%
$4.47 - $6.03 $273 - $368
15 $76K
LSTR
Landstar System Inc

Industrials
-2
- 40.0%
$120.68 - $146.55 $241 - $293
3 $368K
CTS
Cts Corp

Technology
-7
- 53.85%
$38.41 - $44.62 $269 - $312
6 $240K
Solventum Corp
-4
- 57.14%
N/A
3 $219K
APO
Apollo Global Management, Inc.

Financial Services
-1
- 5.0%
$131.55 - $156.05 $132 - $156
19 $2.53M
VEL
Velocity Financial, Inc.

Financial Services
-16
- 48.48%
$16.33 - $19.19 $261 - $307
17 $309K
RES
Rpc Inc

Energy
-65
- 21.67%
$4.38 - $5.39 $285 - $350
235 $1.12M
Activity Summary
Buys All Purchases 1682 New Holdings 361 Increased Positions 1321 Sells All Sells 447 Reductions 447 Sold out 0 Options Calls 0 Puts 0
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