True Wealth Design, LLC New Holdings in Q4 2025

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AIV
Apartment Investment & Management CO

Real Estate
164
New
$5.27 - $7.91 $864 - $1.3K
164 $975K
STAG
Stag Industrial, Inc.

Real Estate
26
New
$35.5 - $39.43 $923 - $1.03K
26 $956K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
36
New
$28.89 - $44.19 $1.04K - $1.59K
36 $915K
SLP
Simulations Plus, Inc.

Healthcare
47
New
$14.76 - $18.31 $694 - $861
47 $857K
NBN
Northeast Bk Lewiston Me Com

Financial Services
8
New
$84.09 - $98.5 $673 - $788
8 $832K
Howard Hughes Holdings Inc
10
New
N/A
10 $798K
ITGR
Integer Holdings Corp

Healthcare
10
New
$63.32 - $109.11 $633 - $1.09K
10 $785K
Ceribell Inc
34
New
N/A
34 $746K
Cushman And Wakefield LTD
46
New
N/A
46 $745K
WNC
Wabash National Corp

Industrials
82
New
$7.58 - $9.8 $622 - $804
82 $710K
Skyward Specialty Ins Group
13
New
N/A
13 $665K
Companhia Paranaense De Ener
69
New
N/A
69 $657K
SPOK
Spok Holdings, Inc

Healthcare
45
New
$13.29 - $16.56 $598 - $745
45 $594K
Coreweave Inc
8
New
N/A
8 $573K
FIP
Ftai Infrastructure LLC
117
New
$4.35 - $6.1 $509 - $714
117 $540K
Liberty Live Holdings Inc
6
New
N/A
6 $499K
Liberty Live Holdings Inc
6
New
N/A
6 $489K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
30
New
$15.13 - $18.66 $454 - $560
30 $453K
Tilray Brands Inc
50
New
N/A
50 $452K
RXST
Rx Sight, Inc.

Healthcare
43
New
$7.51 - $10.71 $323 - $461
43 $449K
OXM
Oxford Industries Inc

Consumer Cyclical
13
New
$35.01 - $40.72 $455 - $529
13 $445K
SATS
Echo Star Corp

Technology
4
New
$67.4 - $79.5 $270 - $318
4 $435K
FNKO
Funko, Inc.

Consumer Cyclical
124
New
$2.89 - $3.74 $358 - $464
124 $422K
DNOW
Now Inc.

Energy
31
New
$12.49 - $15.91 $387 - $493
31 $411K
GDRX
Good Rx Holdings, Inc.

Healthcare
141
New
$2.97 - $5.03 $419 - $709
141 $383K
GSHD
Goosehead Insurance, Inc.

Financial Services
5
New
$65.2 - $74.2 $326 - $371
5 $369K
IVT
Inven Trust Properties Corp.

Real Estate
13
New
$27.24 - $28.92 $354 - $376
13 $367K
GNL
Global Net Lease, Inc.

Real Estate
41
New
$7.55 - $8.19 $310 - $336
41 $353K
GDS
Gds Holdings LTD

Technology
10
New
$29.66 - $41.35 $297 - $414
10 $349K
GAMB
Gambling.Com Group LTD

Consumer Cyclical
63
New
$5.21 - $8.3 $328 - $523
63 $344K
EBF
Ennis, Inc.

Industrials
18
New
$16.4 - $18.28 $295 - $329
18 $325K
TREE
Lending Tree, Inc.

Financial Services
6
New
$49.12 - $65.74 $295 - $394
6 $319K
NHI
National Health Investors Inc

Real Estate
4
New
$72.47 - $79.82 $290 - $319
4 $306K
Diversified Energy CO
20
New
N/A
20 $290K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
1
New
$253.44 - $312.09 $253 - $312
1 $284K
COLL
Collegium Pharmaceutical, Inc

Healthcare
6
New
$32.04 - $47.35 $192 - $284
6 $278K
South Plains Financial Inc
7
New
N/A
7 $272K
Global Med Reit Inc
8
New
N/A
8 $270K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
26
New
$6.88 - $10.36 $179 - $269
26 $243K
Circle Internet Group Inc
3
New
N/A
3 $238K
ZGN
Ermenegildo Zegna N.V.

Consumer Cyclical
23
New
$8.76 - $10.52 $201 - $242
23 $236K
VITL
Vital Farms, Inc.

Consumer Defensive
7
New
$32.18 - $43.95 $225 - $308
7 $224K
Madison Square Garden Entmt
4
New
N/A
4 $216K
Intuitive Machines Inc
13
New
N/A
13 $211K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
23
New
$8.44 - $9.09 $194 - $209
23 $199K
LBRDA
Liberty Broadband Corp

Communication Services
4
New
$46.68 - $65.0 $187 - $260
4 $194K
NWN
Northwest Natural Holding CO

Utilities
4
New
$43.68 - $48.26 $175 - $193
4 $187K
PX
P10, Inc.

Financial Services
18
New
$9.88 - $10.95 $178 - $197
18 $177K
Hudson Pac Pptys Inc
16
New
N/A
16 $174K
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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