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
FRST
Primis Financial Corp.

Financial Services
-64
- 94.12%
$7.94 - $10.85 $508 - $694
4 $44K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-18
- 26.87%
$22.66 - $26.12 $408 - $470
49 $1.2M
ABM
Abm Industries Inc

Industrials
-13
- 92.86%
$42.24 - $52.72 $549 - $685
1 $48K
WD
Walker & Dunlop, Inc.

Financial Services
-7
- 87.5%
$66.0 - $85.06 $462 - $595
1 $71K
Solventum Corp
-8
- 53.33%
N/A
7 $531K
AVNW
Aviat Networks, Inc.

Technology
-32
- 94.12%
$16.3 - $24.05 $522 - $770
2 $49K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-8
- 53.33%
$66.1 - $97.75 $529 - $782
7 $656K
KMT
Kennametal Inc

Industrials
-37
- 23.72%
$17.54 - $23.27 $649 - $861
119 $2.73M
FRPH
Frp Holdings, Inc.

Real Estate
-20
- 76.92%
$26.3 - $28.95 $526 - $579
6 $162K
NRC
National Research Corp

Healthcare
-91
- 37.92%
$10.13 - $17.24 $922 - $1.57K
149 $2.5M
AVT
Avnet Inc

Technology
-18
- 22.5%
$41.51 - $53.08 $747 - $955
62 $3.29M
CMRE
Costamare Inc.

Industrials
-56
- 87.5%
$6.84 - $10.34 $383 - $579
8 $73K
CLAR
Clarus Corp

Consumer Cyclical
-139
- 70.2%
$3.08 - $3.83 $428 - $532
59 $205K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
-10
- 90.91%
$47.79 - $56.03 $478 - $560
1 $52K
APAM
Artisan Partners Asset Management Inc.

Financial Services
-14
- 77.78%
$33.85 - $44.55 $474 - $624
4 $178K
MATX
Matson, Inc.

Industrials
-2
- 11.11%
$93.11 - $132.21 $186 - $264
16 $1.78M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
-19
- 95.0%
$20.54 - $29.09 $390 - $553
1 $23K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-8
- 29.63%
$60.29 - $71.77 $482 - $574
19 $1.33M
Globalstar Inc
-25
- 92.59%
N/A
2 $48K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-6
- 54.55%
$67.02 - $83.8 $402 - $503
5 $380K
OTTR
Otter Tail Corp

Utilities
-6
- 85.71%
$74.62 - $81.76 $448 - $491
1 $78K
GTY
Getty Realty Corp

Real Estate
-15
- 78.95%
$27.38 - $30.93 $411 - $464
4 $111K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-19
- 7.92%
$108.87 - $133.04 $2.07K - $2.53K
221 $29.4M
AROC
Archrock, Inc.

Energy
-1
- 0.31%
$21.0 - $27.11 $21 - $27.1
318 $7.9M
KO
Coca Cola CO

Consumer Defensive
-1
- 0.21%
$68.37 - $73.9 $68.4 - $73.9
476 $33.7M
Cg Oncology Inc
-21
- 41.18%
N/A
30 $780K
COLB
Columbia Banking System, Inc.

Financial Services
-10
- 6.62%
$20.71 - $25.63 $207 - $256
141 $3.3M
GWRS
Global Water Resources, Inc.

Utilities
-45
- 75.0%
$9.77 - $10.8 $440 - $486
15 $153K
NTLA
Intellia Therapeutics, Inc.

Healthcare
-73
- 75.26%
$6.28 - $9.67 $458 - $706
24 $226K
STLA
Stellantis N.V.

Consumer Cyclical
-35
- 37.63%
$8.53 - $11.27 $299 - $394
58 $582K
Liberty Global LTD
-38
- 95.0%
N/A
2 $21K
QIPT
Quipt Home Medical Corp.

Healthcare
-188
- 89.52%
$1.4 - $2.25 $263 - $423
22 $40K
TEX
Terex Corp

Industrials
-14
- 58.33%
$32.21 - $48.33 $451 - $677
10 $467K
CPK
Chesapeake Utilities Corp

Utilities
-3
- 33.33%
$116.0 - $135.5 $348 - $407
6 $722K
POWL
Powell Industries Inc

Industrials
-3
- 60.0%
$159.38 - $211.34 $478 - $634
2 $421K
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
-165
- 98.8%
$1.61 - $2.69 $266 - $444
2 $5K
BRO
Brown & Brown, Inc.

Financial Services
-2
- 13.33%
$104.48 - $124.43 $209 - $249
13 $1.44M
CFFN
Capitol Federal Financial, Inc.

Financial Services
-80
- 60.61%
$5.03 - $6.1 $402 - $488
52 $318K
MPW
Medical Properties Trust Inc

Real Estate
-59
- 61.46%
$4.31 - $5.91 $254 - $349
37 $160K
OII
Oceaneering International Inc

Energy
-18
- 90.0%
$15.95 - $22.55 $287 - $406
2 $42K
COLM
Columbia Sportswear CO

Consumer Cyclical
-5
- 83.33%
$59.62 - $77.36 $298 - $387
1 $62K
SU
Suncor Energy Inc

Energy
-6
- 4.84%
$31.54 - $41.04 $189 - $246
118 $4.42M
CHH
Choice Hotels International Inc

Consumer Cyclical
-1
- 2.33%
$117.49 - $134.0 $117 - $134
42 $5.33M
PRU
Prudential Financial Inc

Financial Services
-2
- 5.26%
$95.12 - $112.71 $190 - $225
36 $3.9M
QRVO
Qorvo, Inc.

Technology
-16
- 20.25%
$50.81 - $84.91 $813 - $1.36K
63 $5.35M
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-49
- 32.67%
N/A
101 $737K
BAX
Baxter International Inc

Healthcare
-7
- 17.95%
$27.8 - $34.02 $195 - $238
32 $969K
CTS
Cts Corp

Technology
-9
- 40.91%
$34.96 - $43.62 $315 - $393
13 $554K
Liberty Global LTD
-31
- 93.94%
N/A
2 $21K
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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