True Wealth Design, LLC Sells in Q1 2025

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NMIH
Nmi Holdings, Inc.

Financial Services
-49
- 59.76%
$34.46 - $39.13 $1.69K - $1.92K
33 $1.19M
SRCE
1 St Source Corp

Financial Services
-33
- 30.56%
$54.91 - $67.65 $1.81K - $2.23K
75 $4.49M
YEXT
Yext, Inc.

Technology
-276
- 92.31%
$6.02 - $6.86 $1.66K - $1.89K
23 $142K
SAFT
Safety Insurance Group Inc

Financial Services
-21
- 77.78%
$75.27 - $82.53 $1.58K - $1.73K
6 $474K
Cava Group Inc
-12
- 46.15%
N/A
14 $1.21M
JOUT
Johnson Outdoors Inc

Consumer Cyclical
-50
- 90.91%
$24.77 - $35.6 $1.24K - $1.78K
5 $125K
FF
Future Fuel Corp.

Basic Materials
-216
- 36.06%
$3.9 - $5.65 $842 - $1.22K
383 $1.49M
AMSF
Amerisafe Inc

Financial Services
-33
- 42.86%
N/A
44 $2.31M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-6
- 42.86%
$186.55 - $250.04 $1.12K - $1.5K
8 $1.61M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-19
- 41.3%
$68.37 - $87.97 $1.3K - $1.67K
27 $1.85M
LII
Lennox International Inc

Industrials
-2
- 25.0%
$553.05 - $666.93 $1.11K - $1.33K
6 $3.37M
GOOD
Gladstone Commercial Corp

Real Estate
-89
- 70.63%
$14.73 - $16.42 $1.31K - $1.46K
37 $555K
MED
Medifast Inc

Consumer Cyclical
-75
- 65.22%
$13.48 - $17.6 $1.01K - $1.32K
40 $540K
BLDR
Builders First Source, Inc.

Industrials
-9
- 45.0%
$122.8 - $173.51 $1.11K - $1.56K
11 $1.38M
TTD
Trade Desk, Inc.

Technology
-8
- 50.0%
$53.59 - $126.58 $429 - $1.01K
8 $445K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-3
- 25.0%
$111.56 - $223.11 $335 - $669
9 $1.01M
BLDE
Blade Air Mobility, Inc.

Industrials
-291
- 73.67%
$2.73 - $4.91 $794 - $1.43K
104 $284K
ASH
Ashland Global Holdings Inc

Basic Materials
-12
- 24.49%
$55.87 - $73.16 $670 - $878
37 $2.19M
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
-139
- 75.96%
$5.24 - $8.37 $728 - $1.16K
44 $253K
GRNT
Granite Ridge Resources, Inc.
-164
- 23.98%
$5.29 - $6.89 $868 - $1.13K
520 $3.16M
PINC
Premier, Inc.

Healthcare
-57
- 96.61%
$17.46 - $23.0 $995 - $1.31K
2 $39K
DAKT
Daktronics Inc

Technology
-67
- 79.76%
$11.95 - $17.59 $801 - $1.18K
17 $208K
HRB
H&R Block Inc

Consumer Cyclical
-23
- 88.46%
$49.96 - $55.97 $1.15K - $1.29K
3 $165K
EGHT
8 X8 Inc

Technology
-54
- 3.54%
$1.99 - $3.47 $107 - $187
1.47K $2.94M
TRU
Trans Union

Industrials
-9
- 23.08%
$80.45 - $100.25 $724 - $902
30 $2.49M
VRTS
Virtus Investment Partners, Inc.

Financial Services
-4
- 44.44%
$167.94 - $220.1 $672 - $880
5 $862K
MSBI
Midland States Bancorp, Inc.

Financial Services
-24
- 25.0%
$17.12 - $25.0 $411 - $600
72 $1.23M
Forrester Resh Inc
-65
- 85.53%
N/A
11 $102K
VFC
V F Corp

Consumer Cyclical
-47
- 82.46%
$15.52 - $26.93 $729 - $1.27K
10 $156K
ALTG
Alta Equipment Group Inc.

Industrials
-107
- 35.67%
$4.59 - $7.65 $491 - $819
193 $906K
MRC
Mrc Global Inc.

Energy
-78
- 70.27%
$11.11 - $15.27 $867 - $1.19K
33 $379K
LANC
Lancaster Colony Corp

Consumer Defensive
-6
- 85.71%
$166.07 - $196.44 $996 - $1.18K
1 $175K
SAIA
Saia Inc

Industrials
-2
- 66.67%
$349.29 - $508.47 $699 - $1.02K
1 $350K
CCRN
Cross Country Healthcare Inc

Healthcare
-51
- 77.27%
$14.8 - $18.25 $755 - $931
15 $224K
SITE
Site One Landscape Supply, Inc.

Industrials
-7
- 58.33%
$120.25 - $147.7 $842 - $1.03K
5 $608K
BRY
Berry Corp (Bry)

Energy
-203
- 60.96%
$3.17 - $5.01 $644 - $1.02K
130 $418K
TDG
Trans Digm Group Inc

Industrials
-1
- 25.0%
$1251.32 - $1394.11 $1.25K - $1.39K
3 $3.9M
ALGN
Align Technology Inc

Healthcare
-4
- 66.67%
$158.86 - $234.89 $635 - $940
2 $318K
VC
Visteon Corp

Consumer Cyclical
-9
- 42.86%
$77.62 - $90.68 $699 - $816
12 $932K
Star Hldgs
-91
- 73.39%
N/A
33 $281K
CSTM
Constellium Se

Basic Materials
-88
- 69.84%
$9.07 - $12.27 $798 - $1.08K
38 $384K
SNBR
Sleep Number Corp

Consumer Cyclical
-52
- 83.87%
$6.18 - $18.82 $321 - $979
10 $64K
BRC
Brady Corp

Industrials
-11
- 52.38%
$68.85 - $75.89 $757 - $835
10 $707K
CIFR
Cipher Mining Inc.

Financial Services
-11
- 3.28%
$2.3 - $6.08 $25.3 - $66.9
324 $746K
YORW
York Water CO

Utilities
-28
- 32.94%
$30.03 - $35.0 $841 - $980
57 $1.98M
GNK
Genco Shipping & Trading LTD

Industrials
-40
- 9.55%
$13.16 - $14.85 $526 - $594
379 $5.06M
KMPR
Kemper Corp

Financial Services
-16
- 2.23%
$62.81 - $69.5 $1K - $1.11K
701 $46.9M
NTGR
Netgear, Inc.

Technology
-18
- 18.56%
$22.11 - $30.91 $398 - $556
79 $1.93M
ON
On Semiconductor Corp

Technology
-5
- 20.83%
$40.69 - $64.51 $203 - $323
19 $789K
Activity Summary
Buys All Purchases 2154 New Holdings 1347 Increased Positions 807 Sells All Sells 381 Reductions 381 Sold out 0 Options Calls 0 Puts 0
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