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
CWENA
Clearway Energy Inc Cl A
-4
- 36.36%
N/A
7 $189K
CNOB
Connect One Bancorp, Inc.

Financial Services
-8
- 24.24%
$22.24 - $26.24 $178 - $210
25 $621K
FF
Future Fuel Corp.

Basic Materials
-36
- 30.51%
$3.61 - $4.28 $130 - $154
82 $319K
Net Lease Office Properties
-4
- 80.0%
N/A
1 $30K
Telix Pharmaceutical LTD
-7
- 70.0%
N/A
3 $29K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-3
- 42.86%
$48.04 - $60.86 $144 - $183
4 $233K
KRO
Kronos Worldwide Inc

Basic Materials
-20
- 60.61%
$4.86 - $6.66 $97.2 - $133
13 $75K
Marketwise Inc
-2
- 7.41%
N/A
25 $414K
Alti Global Inc
-22
- 32.35%
N/A
46 $164K
UMH
Umh Properties, Inc.

Real Estate
-6
- 40.0%
$14.69 - $17.34 $88.1 - $104
9 $134K
Mediwound LTD
-6
- 85.71%
N/A
1 $19K
NOK
Nokia Corp

Technology
-17
- 18.09%
$4.05 - $5.23 $68.9 - $88.9
77 $371K
PKI
Perkinelmer Inc

Healthcare
-1
- 33.33%
N/A
2 $176K
Fibrobiologics Inc
-182
- 94.79%
N/A
10 $6K
FLYW
Flywire Corp

Technology
-31
- 18.45%
$10.33 - $13.74 $320 - $426
137 $1.86M
GABC
German American Bancorp, Inc.

Financial Services
-3
- 27.27%
$37.61 - $41.96 $113 - $126
8 $315K
IR
Ingersoll Rand Inc.

Industrials
-1
- 5.0%
$74.98 - $89.02 $75 - $89
19 $1.57M
JYNT
Joint Corp

Healthcare
-2
- 5.41%
$9.79 - $11.95 $19.6 - $23.9
35 $334K
BFST
Business First Bancshares, Inc.

Financial Services
-1
- 1.49%
$22.92 - $26.38 $22.9 - $26.4
66 $1.56M
NAUT
Nautilus Biotechnology, Inc.

Healthcare
-130
- 88.44%
$0.64 - $0.84 $83.2 - $109
17 $15K
BARK
Bark, Inc.

Consumer Cyclical
-100
- 59.17%
$0.79 - $1.1 $79 - $110
69 $58K
KLTR
Kaltura Inc

Technology
-36
- 59.02%
$1.38 - $2.02 $49.7 - $72.7
25 $36K
Angi Inc
-30
- 7.35%
N/A
378 $6.15M
CIGI
Colliers International Group Inc.

Real Estate
-1
- 33.33%
$130.51 - $169.02 $131 - $169
2 $313K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-2
- 33.33%
$54.83 - $84.09 $110 - $168
4 $320K
ADMA
Adma Biologics, Inc.

Healthcare
-2
- 15.38%
$14.66 - $19.91 $29.3 - $39.8
11 $162K
SLB
Schlumberger Limited

Energy
-4
- 3.54%
$32.37 - $37.31 $129 - $149
109 $3.74M
BFS
Saul Centers, Inc.

Real Estate
-2
- 50.0%
$31.36 - $35.31 $62.7 - $70.6
2 $64K
CURV
Torrid Holdings Inc.

Consumer Cyclical
-23
- 95.83%
$1.65 - $3.04 $37.9 - $69.9
1 $2K
FATE
Fate Therapeutics Inc

Healthcare
-117
- 20.82%
$0.92 - $1.3 $108 - $152
445 $561K
LOVE
Lovesac CO

Consumer Cyclical
-3
- 25.0%
$16.93 - $20.75 $50.8 - $62.3
9 $153K
GENC
Gencor Industries Inc

Industrials
-5
- 45.45%
$13.84 - $16.68 $69.2 - $83.4
6 $88K
Fidelis Insurance Holdings L
-8
- 15.69%
N/A
43 $781K
Zura Bio LTD
-304
- 79.58%
N/A
78 $338K
MTW
Manitowoc CO Inc

Industrials
-2
- 9.52%
$9.14 - $13.39 $18.3 - $26.8
19 $191K
NUVL
Nuvalent, Inc.

Healthcare
-2
- 18.18%
$72.16 - $86.48 $144 - $173
9 $779K
Solarmax Technology Inc
-53
- 98.15%
N/A
1 $2K
TGNA
Tegna Inc

Communication Services
-4
- 57.14%
$15.04 - $21.28 $60.2 - $85.1
3 $61K
LUMN
Lumen Technologies, Inc.

Communication Services
-17
- 60.71%
$3.7 - $6.22 $62.9 - $106
11 $68K
NRDY
Nerdy Inc.

Technology
-30
- 66.67%
$1.26 - $1.71 $37.8 - $51.3
15 $19K
CENT
Central Garden & Pet CO

Consumer Defensive
-1
- 12.5%
$32.65 - $41.07 $32.7 - $41.1
7 $229K
CTKB
Cytek Biosciences, Inc.

Healthcare
-32
- 3.77%
$3.1 - $4.17 $99.2 - $133
817 $2.84M
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
-8
- 6.02%
$5.43 - $6.23 $43.4 - $49.8
125 $753K
RLGT
Radiant Logistics, Inc

Industrials
-8
- 36.36%
$5.85 - $6.88 $46.8 - $55
14 $83K
INNV
Innov Age Holding Corp.

Healthcare
-15
- 75.0%
$3.13 - $5.18 $46.9 - $77.7
5 $26K
Anteris Technologies Global
-13
- 86.67%
N/A
2 $9K
Contineum Therapeutics Inc
-86
- 69.35%
N/A
38 $447K
MG
Mistras Group, Inc.

Industrials
-6
- 75.0%
$7.83 - $9.91 $47 - $59.5
2 $20K
ATOS
Atossa Therapeutics, Inc.

Healthcare
-56
- 65.88%
$0.74 - $0.97 $41.4 - $54.3
29 $26K
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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