True Wealth Design, LLC Reduced Holdings in Q4 2025

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Jacobs Solutions Inc
-107
- 23.94%
N/A
340 $45M
WMB
Williams Companies, Inc.

Energy
-299
- 26.84%
$56.51 - $64.48 $16.9K - $19.3K
815 $49M
DLB
Dolby Laboratories, Inc.

Industrials
-294
- 99.32%
$64.95 - $72.67 $19.1K - $21.4K
2 $129K
PSN
Parsons Corp

Industrials
-175
- 36.08%
$79.56 - $89.29 $13.9K - $15.6K
310 $19.2M
WING
Wingstop Inc.

Consumer Cyclical
-82
- 96.47%
$214.07 - $266.89 $17.6K - $21.9K
3 $716K
CTVA
Corteva, Inc.

Basic Materials
-304
- 77.95%
$61.0 - $66.48 $18.5K - $20.2K
86 $5.77M
OZK
Bank Ozk

Financial Services
-378
- 66.55%
$43.79 - $52.03 $16.6K - $19.7K
190 $8.74M
SJM
J M Smucker CO

Consumer Defensive
-181
- 80.44%
$101.21 - $110.3 $18.3K - $20K
44 $4.29M
RSG
Republic Services, Inc.

Industrials
-86
- 80.37%
$204.12 - $227.29 $17.6K - $19.5K
21 $4.45M
Southstate Bk Corp
-194
- 51.32%
N/A
184 $17.3M
DELL
Dell Technologies Inc.

Technology
-55
- 6.73%
$133.76 - $164.88 $7.36K - $9.07K
762 $95.9M
SCHW
Schwab Charles Corp

Financial Services
-217
- 44.74%
$91.91 - $97.71 $19.9K - $21.2K
268 $26.8M
MELI
Mercadolibre Inc

Consumer Cyclical
-8
- 80.0%
$2024.98 - $2360.76 $16.2K - $18.9K
2 $4.03M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-114
- 22.89%
$160.73 - $179.07 $18.3K - $20.4K
384 $63.7M
SAIC
Science Applications International Corp

Technology
-185
- 71.71%
$88.62 - $102.83 $16.4K - $19K
73 $7.35M
PNR
Pentair PLC

Industrials
-125
- 17.53%
$104.33 - $112.36 $13K - $14K
588 $61.2M
GTES
Gates Industrial Corp PLC

Industrials
-642
- 55.06%
$21.39 - $26.13 $13.7K - $16.8K
524 $11.3M
WELL
Welltower Inc.

Real Estate
-110
- 29.49%
$165.94 - $193.82 $18.3K - $21.3K
263 $48.8M
PFE
Pfizer Inc

Healthcare
-673
- 51.93%
$24.23 - $27.37 $16.3K - $18.4K
623 $15.5M
HUN
Huntsman Corp

Basic Materials
-2.01K
- 72.99%
$7.42 - $9.39 $14.9K - $18.8K
742 $7.42M
Ferguson Enterprises Inc
-73
- 17.3%
N/A
349 $77.7M
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
-757
- 80.02%
$19.0 - $30.05 $14.4K - $22.7K
189 $4.75M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-73
- 80.22%
$211.58 - $234.2 $15.4K - $17.1K
18 $3.56M
CORT
Corcept Therapeutics Inc

Healthcare
-73
- 25.09%
$71.1 - $90.32 $5.19K - $6.59K
218 $7.59M
DVN
Devon Energy Corp

Energy
-696
- 11.91%
$31.74 - $35.84 $22.1K - $24.9K
5.15K $188M
Linde PLC
-31
- 55.36%
N/A
25 $10.7M
Liberty Media Corp Del
-151
- 75.88%
N/A
48 $4.73M
BRBR
Bellring Brands, Inc.

Consumer Defensive
-155
- 12.69%
$26.95 - $36.23 $4.18K - $5.62K
1.07K $28.5M
HAS
Hasbro, Inc.

Consumer Cyclical
-251
- 32.68%
$70.95 - $79.13 $17.8K - $19.9K
517 $42.4M
STM
St Microelectronics N.V.

Technology
-550
- 84.88%
$23.34 - $30.54 $12.8K - $16.8K
98 $2.54M
HUBS
Hubspot Inc

Technology
-25
- 30.12%
$386.35 - $494.58 $9.66K - $12.4K
58 $23.3M
PK
Park Hotels & Resorts Inc.

Real Estate
-1.27K
- 36.46%
$9.97 - $11.28 $12.7K - $14.3K
2.22K $23.2M
CAG
Conagra Brands Inc.

Consumer Defensive
-797
- 49.94%
$16.7 - $19.3 $13.3K - $15.4K
799 $13.8M
MA
Mastercard Inc

Financial Services
-28
- 21.88%
$536.85 - $580.45 $15K - $16.3K
100 $57.3M
CGNX
Cognex Corp

Technology
-8
- 0.5%
$36.77 - $48.35 $294 - $387
1.6K $57.4M
EEFT
Euronet Worldwide, Inc.

Technology
-159
- 66.81%
$70.22 - $89.12 $11.2K - $14.2K
79 $6.01M
AFRM
Affirm Holdings, Inc.

Technology
-203
- 76.03%
$65.96 - $78.95 $13.4K - $16K
64 $4.74M
MGM
Mgm Resorts International

Consumer Cyclical
-498
- 25.56%
$30.72 - $34.75 $15.3K - $17.3K
1.45K $52.9M
LAMR
Lamar Advertising CO

Real Estate
-138
- 18.7%
$116.11 - $129.63 $16K - $17.9K
600 $75.9M
CCL
Carnival Corp

Consumer Cyclical
-578
- 28.47%
$26.02 - $30.0 $15K - $17.3K
1.45K $44.3M
AEP
American Electric Power CO Inc

Utilities
-135
- 30.75%
$112.75 - $122.73 $15.2K - $16.6K
304 $35.1M
PKG
Packaging Corp Of America

Consumer Cyclical
-51
- 16.24%
$195.59 - $215.64 $9.98K - $11K
263 $54.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-106
- 39.11%
$91.7 - $105.68 $9.72K - $11.2K
165 $15.1M
CTAS
Cintas Corp

Industrials
-64
- 51.61%
$182.04 - $203.64 $11.7K - $13K
60 $11.3M
VNT
Vontier Corp

Technology
-322
- 72.52%
$35.9 - $43.21 $11.6K - $13.9K
122 $4.54M
FNF
Fidelity National Financial, Inc.

Financial Services
-142
- 13.51%
$54.56 - $60.34 $7.75K - $8.57K
909 $49.6M
CHRD
Oasis Petroleum Inc.

Energy
-138
- 82.14%
$84.99 - $100.43 $11.7K - $13.9K
30 $2.78M
ENB
Enbridge Inc

Energy
-255
- 43.59%
$46.39 - $50.07 $11.8K - $12.8K
330 $15.8M
RHI
Robert Half International Inc.

Industrials
-18
- 0.93%
$25.48 - $34.43 $459 - $620
1.92K $52.3M
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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