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
INFA
Informatica Inc.

Technology
-17
- 32.69%
$17.39 - $26.5 $296 - $451
35 $611K
HMN
Horace Mann Educators Corp

Financial Services
-23
- 31.94%
$36.56 - $43.12 $841 - $992
49 $2.09M
MCHP
Microchip Technology Inc

Technology
-10
- 37.04%
$48.41 - $64.3 $484 - $643
17 $827K
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
-11
- 5.67%
$9.68 - $16.7 $106 - $184
183 $1.96M
MAX
Media Alpha, Inc.

Communication Services
-54
- 71.05%
$8.24 - $13.14 $445 - $710
22 $204K
BRKL
Brookline Bancorp Inc

Financial Services
-54
- 83.08%
$10.72 - $12.69 $579 - $685
11 $120K
LFMD
Life Md, Inc.

Healthcare
-122
- 87.14%
$4.27 - $8.3 $521 - $1.01K
18 $98K
NTCT
Netscout Systems Inc

Technology
-17
- 4.66%
$20.47 - $25.06 $348 - $426
348 $7.31M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-6
- 1.04%
$10.61 - $16.49 $63.7 - $98.9
572 $7.12M
CNQ
Canadian Natural Resources LTD

Energy
-18
- 14.17%
$26.72 - $32.74 $481 - $589
109 $3.36M
TFII
Tfi International Inc.

Industrials
-3
- 60.0%
$76.98 - $140.13 $231 - $420
2 $155K
Aptiv PLC
-5
- 2.26%
N/A
216 $12.9M
WTRG
Essential Utilities, Inc.

Utilities
-13
- 86.67%
$33.49 - $40.57 $435 - $527
2 $80K
FAF
First American Financial Corp

Financial Services
-8
- 40.0%
$57.7 - $66.47 $462 - $532
12 $788K
FTDR
Frontdoor, Inc.

Consumer Cyclical
-8
- 88.89%
$37.07 - $62.39 $297 - $499
1 $39K
TTMI
Ttm Technologies Inc

Technology
-6
- 7.89%
$20.51 - $26.72 $123 - $160
70 $1.44M
VRNS
Varonis Systems Inc

Technology
-6
- 13.04%
$39.16 - $46.84 $235 - $281
40 $1.62M
KT
Kt Corp

Communication Services
-29
- 67.44%
$15.57 - $18.63 $452 - $540
14 $248K
AOS
Smith A O Corp

Industrials
-6
- 85.71%
$65.16 - $72.69 $391 - $436
1 $66K
CLAR
Clarus Corp

Consumer Cyclical
-58
- 22.66%
$3.75 - $5.0 $218 - $290
198 $743K
KKR
Kkr & Co. Inc.

Financial Services
-1
- 12.5%
$108.17 - $167.07 $108 - $167
7 $866K
SHAK
Shake Shack Inc.

Consumer Cyclical
-1
- 14.29%
$82.77 - $133.38 $82.8 - $133
6 $530K
CCSI
Consensus Cloud Solutions, Inc.

Technology
-1
- 0.23%
$23.08 - $30.44 $23.1 - $30.4
440 $10.2M
DLHC
Dlh Holdings Corp.

Industrials
-28
- 44.44%
$4.05 - $8.08 $113 - $226
35 $142K
QTWO
Q2 Holdings, Inc.

Technology
-3
- 50.0%
$71.37 - $102.68 $214 - $308
3 $241K
Curbline Pptys Corp
-16
- 61.54%
N/A
10 $242K
HII
Huntington Ingalls Industries, Inc.

Industrials
-2
- 66.67%
$159.75 - $208.61 $320 - $417
1 $205K
OFLX
Omega Flex, Inc.

Industrials
-5
- 19.23%
$34.78 - $41.97 $174 - $210
21 $731K
WULF
Terawulf Inc.

Financial Services
-60
- 89.55%
$2.73 - $6.82 $164 - $409
7 $20K
MGA
Magna International Inc

Consumer Cyclical
-5
- 23.81%
$33.99 - $41.85 $170 - $209
16 $544K
JRVR
James River Group Holdings, Ltd.

Financial Services
-44
- 22.92%
$3.51 - $5.02 $154 - $221
148 $622K
CHMG
Chemung Financial Corp

Financial Services
-6
- 30.0%
$44.8 - $53.98 $269 - $324
14 $666K
PSO
Pearson PLC

Communication Services
-19
- 39.58%
$15.45 - $17.75 $294 - $337
29 $465K
AVD
American Vanguard Corp

Basic Materials
-43
- 8.88%
$4.21 - $6.27 $181 - $270
441 $1.94M
PKE
Park Aerospace Corp

Industrials
-16
- 23.19%
$13.25 - $15.32 $212 - $245
53 $713K
SHOP
Shopify Inc.

Technology
-1
- 5.56%
$90.59 - $129.31 $90.6 - $129
17 $1.62M
KFS
Kingsway Financial Services Inc

Consumer Cyclical
-34
- 87.18%
$7.29 - $8.38 $248 - $285
5 $40K
OSCR
Oscar Health, Inc.

Healthcare
-20
- 66.67%
$12.83 - $17.3 $257 - $346
10 $132K
Ni Hldgs Inc
-17
- 85.0%
N/A
3 $43K
DGICA
Donegal Group Inc

Financial Services
-41
- 31.78%
$14.28 - $19.63 $585 - $805
88 $1.73M
HNST
Honest Company, Inc.

Consumer Cyclical
-13
- 14.44%
$4.7 - $6.79 $61.1 - $88.3
77 $362K
GXO
Gxo Logistics, Inc.

Industrials
-5
- 38.46%
$36.31 - $46.18 $182 - $231
8 $308K
LASR
Nlight, Inc.

Technology
-11
- 18.33%
$7.77 - $12.05 $85.5 - $133
49 $381K
SDRL
Seadrill Limited

Energy
-6
- 85.71%
N/A
1 $25K
LCUT
Lifetime Brands, Inc

Consumer Cyclical
-38
- 62.3%
$4.81 - $6.29 $183 - $239
23 $114K
GIB
Cgi Inc

Technology
-1
- 6.67%
$98.12 - $122.43 $98.1 - $122
14 $1.4M
KIND
Nextdoor Holdings, Inc.

Communication Services
-53
- 28.65%
$1.53 - $2.75 $81.1 - $146
132 $202K
RCI
Rogers Communications Inc

Communication Services
-6
- 31.58%
$26.73 - $31.05 $160 - $186
13 $348K
MPX
Marine Products Corp

Consumer Cyclical
-23
- 42.59%
$8.19 - $9.65 $188 - $222
31 $261K
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
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email