True Wealth Design, LLC Incresed Positions in Q4 2025

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VRE
Veris Residential, Inc.

Real Estate
25
+ 17.36%
$14.3 - $15.34 $358 - $384
169 $2.51M
CBRE
Cbre Group, Inc.

Real Estate
1
+ 1.96%
$149.99 - $164.2 $150 - $164
52 $8.31M
PLUS
Eplus Inc

Technology
1
+ 7.14%
$69.62 - $91.55 $69.6 - $91.6
15 $1.32M
FTS
Fortis Inc.

Utilities
3
+ 2.19%
$49.81 - $52.65 $149 - $158
140 $7.27M
EXFY
Expensify, Inc.

Technology
218
+ 622.86%
$1.36 - $1.8 $296 - $392
253 $383K
FRBA
First Bank (Nj) Common Stock

Financial Services
19
+ 111.76%
$15.04 - $15.97 $286 - $303
36 $593K
OPAL
Opal Fuels Inc.

Utilities
124
+ 91.18%
$2.02 - $2.78 $250 - $345
260 $613K
IP
International Paper CO

Consumer Cyclical
18
+ 31.58%
$36.32 - $49.1 $654 - $884
75 $2.96M
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
64
+ 120.75%
$5.92 - $7.71 $379 - $493
117 $690K
MNDY
Monday.Com Ltd.

Technology
3
+ 100.0%
$159.11 - $205.24 $477 - $616
6 $886K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
16
+ 10.32%
$12.3 - $14.06 $197 - $225
171 $2.42M
TBLA
Taboola.Com Ltd.

Communication Services
41
+ 51.25%
$3.05 - $4.18 $125 - $171
121 $558K
VCTR
Victory Capital Holdings, Inc.

Financial Services
5
+ 21.74%
$61.21 - $69.07 $306 - $345
28 $1.77M
BVS
Bioventus Inc.

Healthcare
31
+ 57.41%
$6.51 - $7.65 $202 - $237
85 $633K
GRFS
Grifols Sa

Healthcare
32
+ 66.67%
$8.36 - $10.02 $268 - $321
80 $748K
AGYS
Agilysys Inc

Technology
1
+ 9.09%
$100.37 - $141.12 $100 - $141
12 $1.43M
AVPT
Ave Point, Inc.

Technology
30
+ 22.56%
$12.08 - $15.25 $362 - $458
163 $2.27M
BRX
Brixmor Property Group Inc.

Real Estate
19
+ 11.8%
N/A
180 $4.72M
TME
Tencent Music Entertainment Group

Communication Services
24
+ 85.71%
$18.68 - $23.71 $448 - $569
52 $912K
RICK
Rci Hospitality Holdings, Inc.

Consumer Cyclical
18
+ 69.23%
$23.72 - $31.19 $427 - $561
44 $1.05M
FCPT
Four Corners Property Trust, Inc.

Real Estate
14
+ 26.92%
$23.45 - $24.73 $328 - $346
66 $1.52M
MNSO
Miniso Group Holding LTD

Consumer Cyclical
14
+ 280.0%
$20.67 - $22.75 $289 - $319
19 $357K
ASTS
Ast Space Mobile, Inc.

Communication Services
1
+ 14.29%
$56.94 - $99.21 $56.9 - $99.2
8 $582K
BRC
Brady Corp

Industrials
3
+ 300.0%
$72.5 - $79.48 $218 - $238
4 $314K
Outfront Media Inc
3
+ 10.71%
N/A
31 $748K
APAM
Artisan Partners Asset Management Inc.

Financial Services
6
+ 150.0%
$42.3 - $45.19 $254 - $271
10 $408K
GABC
German American Bancorp, Inc.

Financial Services
6
+ 75.0%
$37.42 - $40.22 $225 - $241
14 $549K
TCMD
Tactile Systems Technology Inc

Healthcare
7
+ 350.0%
$13.83 - $24.89 $96.8 - $174
9 $261K
TCOM
Trip.Com Group LTD

Consumer Cyclical
5
+ 12.82%
$69.81 - $75.18 $349 - $376
44 $3.17M
SHO
Sunstone Hotel Investors, Inc.

Real Estate
30
+ 31.58%
N/A
125 $1.12M
MYE
Myers Industries Inc

Consumer Cyclical
7
+ 12.96%
$15.76 - $18.09 $110 - $127
61 $1.14M
TRC
Tejon Ranch CO

Industrials
15
+ 31.25%
$15.53 - $16.47 $233 - $247
63 $994K
FBIZ
First Business Financial Services, Inc.

Financial Services
3
+ 15.79%
$48.55 - $52.74 $146 - $158
22 $1.2M
SLVM
Sylvamo Corp

Basic Materials
4
+ 57.14%
$39.24 - $46.93 $157 - $188
11 $530K
EBR
Brazilian Electric Power CO

Utilities
28
+ 51.85%
$9.45 - $11.03 $265 - $309
82 $752K
BDN
Brandywine Realty Trust

Real Estate
87
+ 280.65%
$3.25 - $4.18 $283 - $364
118 $345K
UVSP
Univest Financial Corp

Financial Services
2
+ 3.64%
$28.3 - $30.95 $56.6 - $61.9
57 $1.87M
SKY
Skyline Champion Corp

Consumer Cyclical
2
+ 40.0%
$64.26 - $84.03 $129 - $168
7 $592K
LXFR
Luxfer Holdings PLC

Industrials
17
+ 30.91%
$12.07 - $13.8 $205 - $235
72 $975K
FHI
Federated Hermes, Inc.

Financial Services
4
+ 133.33%
$47.3 - $52.93 $189 - $212
7 $365K
FMX
Mexican Economic Development Inc

Consumer Defensive
1
+ 2.27%
$92.13 - $97.37 $92.1 - $97.4
45 $4.55M
TIPT
Tiptree Inc.

Financial Services
12
+ 66.67%
$17.16 - $19.19 $206 - $230
30 $549K
Brookfield Asset Managmt LTD
4
+ 133.33%
N/A
7 $367K
BFST
Business First Bancshares, Inc.

Financial Services
1
+ 1.52%
$22.81 - $25.26 $22.8 - $25.3
67 $1.75M
ANIK
Anika Therapeutics, Inc.

Healthcare
19
+ 37.25%
$9.0 - $10.1 $171 - $192
70 $673K
Synchronoss Technologies Inc
22
+ 1100.0%
N/A
24 $206K
BP
Bp PLC

Energy
3
+ 0.97%
$32.78 - $37.35 $98.3 - $112
311 $10.8M
GBX
Greenbrier Companies Inc

Industrials
4
+ 400.0%
$41.29 - $46.3 $165 - $185
5 $234K
Astera Labs Inc
2
+ 40.0%
N/A
7 $1.17M
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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