True Wealth Design, LLC Purchases in Q4 2025

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FRPH
Frp Holdings, Inc.

Real Estate
6
+ 30.0%
$22.9 - $25.47 $137 - $153
26 $593K
LNKB
Linkbancorp, Inc.

Financial Services
10
+ 50.0%
$6.85 - $7.73 $68.5 - $77.3
30 $248K
Tectonic Therapeutic Inc
5
New
N/A
5 $105K
APPF
Appfolio Inc

Technology
1
+ 33.33%
$223.31 - $262.26 $223 - $262
4 $931K
PCH
Potlatchdeltic Corp

Real Estate
3
+ 18.75%
$38.95 - $42.79 $117 - $128
19 $756K
Frontview Reit Inc
1
+ 1.19%
N/A
85 $1.26M
KLTR
Kaltura Inc

Technology
59
+ 236.0%
$1.39 - $1.96 $82 - $116
84 $138K
KIND
Nextdoor Holdings, Inc.

Communication Services
32
+ 1.0%
$1.67 - $2.14 $53.4 - $68.5
3.24K $6.8M
OFLX
Omega Flex, Inc.

Industrials
7
+ 11.11%
$26.98 - $30.86 $189 - $216
70 $2.06M
OCFC
Oceanfirst Financial Corp

Financial Services
5
+ 50.0%
$17.36 - $19.33 $86.8 - $96.6
15 $270K
FIBK
First Interstate Bancsystem Inc

Financial Services
1
+ 4.76%
$29.31 - $32.49 $29.3 - $32.5
22 $762K
FPI
Farmland Partners Inc.

Real Estate
11
+ 84.62%
$9.7 - $10.82 $107 - $119
24 $233K
BCAL
Southern Calif Bancorp Com

Financial Services
1
+ 2.78%
$15.99 - $19.07 $16 - $19.1
37 $691K
NECB
North East Community Bancorp, Inc.

Financial Services
1
+ 3.13%
$19.5 - $20.97 $19.5 - $21
33 $747K
AROW
Arrow Financial Corp

Financial Services
2
+ 25.0%
$26.05 - $31.09 $52.1 - $62.2
10 $314K
EWCZ
European Wax Center, Inc.

Consumer Defensive
30
+ 55.56%
$3.24 - $4.16 $97.2 - $125
84 $303K
TMST
Timken Steel Corp

Basic Materials
5
New
N/A
5 $86K
VEL
Velocity Financial, Inc.

Financial Services
2
+ 11.76%
$17.9 - $18.98 $35.8 - $38
19 $395K
SRCE
1 St Source Corp

Financial Services
1
+ 4.35%
$57.55 - $61.73 $57.6 - $61.7
24 $1.5M
OMEX
Odyssey Marine Exploration Inc

Industrials
42
New
$1.79 - $4.16 $75.2 - $175
42 $83K
CNMD
Conmed Corp

Healthcare
3
+ 50.0%
$42.04 - $48.77 $126 - $146
9 $366K
TWI
Titan International Inc

Industrials
10
+ 50.0%
$7.32 - $8.32 $73.2 - $83.2
30 $235K
Brookfield Renewable Corp
1
+ 9.09%
N/A
12 $461K
NBTB
Nbt Bancorp Inc

Financial Services
2
+ 33.33%
$39.27 - $42.18 $78.5 - $84.4
8 $333K
OLP
One Liberty Properties Inc

Real Estate
4
New
$19.98 - $22.23 $79.9 - $88.9
4 $82K
Starz Entertainment Corp.
7
New
N/A
7 $82K
Arrivent Biopharma Inc
4
New
N/A
4 $81K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
13
New
$6.35 - $7.98 $82.6 - $104
13 $81K
MPB
Mid Penn Bancorp Inc

Financial Services
2
+ 28.57%
$26.81 - $29.95 $53.6 - $59.9
9 $280K
UE
Urban Edge Properties

Real Estate
5
+ 33.33%
$18.71 - $20.51 $93.6 - $103
20 $384K
DSP
Viant Technology Inc.

Technology
4
+ 50.0%
$8.14 - $10.86 $32.6 - $43.4
12 $145K
FET
Forum Energy Technologies, Inc.

Energy
2
New
$25.26 - $32.22 $50.5 - $64.4
2 $74K
THO
Thor Industries Inc

Consumer Cyclical
1
+ 3.57%
$98.65 - $110.79 $98.7 - $111
29 $2.98M
AVO
Mission Produce, Inc.

Consumer Defensive
7
+ 31.82%
$11.25 - $12.79 $78.8 - $89.5
29 $337K
CRCT
Cricut, Inc.

Technology
69
+ 34.16%
$4.6 - $6.33 $317 - $437
271 $1.34M
PEBO
Peoples Bancorp Inc

Financial Services
2
+ 0.9%
$27.67 - $30.27 $55.3 - $60.5
224 $6.73M
Ballys Corporation
4
New
N/A
4 $67K
EVEX
Eve Holding, Inc.

Industrials
10
+ 6.67%
$3.88 - $5.06 $38.8 - $50.6
160 $639K
ANGO
Angiodynamics Inc

Healthcare
5
New
$11.0 - $12.66 $55 - $63.3
5 $65K
Ategrity Specialty In CO Ho
3
New
N/A
3 $64K
Mbx Biosciences Inc
2
New
N/A
2 $64K
PEB
Pebblebrook Hotel Trust

Real Estate
12
+ 1.05%
$10.2 - $11.52 $122 - $138
1.15K $13M
BFS
Saul Centers, Inc.

Real Estate
2
+ 100.0%
$29.61 - $31.92 $59.2 - $63.8
4 $127K
CENT
Central Garden & Pet CO

Consumer Defensive
2
+ 28.57%
$28.98 - $32.42 $58 - $64.8
9 $290K
DCOM
Dime Community Bancshares, Inc.

Financial Services
2
New
$26.17 - $30.64 $52.3 - $61.3
2 $61K
GRC
Gorman Rupp CO

Industrials
1
+ 10.0%
$44.4 - $49.12 $44.4 - $49.1
11 $526K
SNBR
Sleep Number Corp

Consumer Cyclical
7
New
$3.98 - $7.12 $27.9 - $49.8
7 $60K
Atlas Energy Solutions Inc
8
+ 100.0%
N/A
16 $151K
CHRS
Coherus Bio Sciences, Inc.

Healthcare
76
+ 34.55%
$1.19 - $1.82 $90.4 - $138
296 $421K
Activity Summary
Buys All Purchases 1099 New Holdings 177 Increased Positions 922 Sells All Sells 997 Reductions 997 Sold out 0 Options Calls 0 Puts 0
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