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
ADT
Adt Inc.

Industrials
-547
- 3.81%
$8.08 - $8.84 $4.42K - $4.84K
13.8K $111M
CWT
California Water Service Group

Utilities
-277
- 48.34%
$44.38 - $49.86 $12.3K - $13.8K
296 $12.8M
MHK
Mohawk Industries Inc

Consumer Cyclical
-2
- 0.3%
$106.88 - $131.48 $214 - $263
668 $73M
EQR
Equity Residential

Real Estate
-204
- 96.68%
$58.7 - $64.1 $12K - $13.1K
7 $442K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-609
- 11.05%
$33.61 - $35.02 $20.5K - $21.3K
4.9K $172M
DTE
Dte Energy CO

Utilities
-84
- 52.5%
$133.44 - $143.32 $11.2K - $12K
76 $9.8M
SNOW
Snowflake Inc.

Technology
-31
- 3.24%
$230.55 - $277.14 $7.15K - $8.59K
927 $203M
CVX
Chevron Corp

Energy
-75
- 20.11%
$148.9 - $157.72 $11.2K - $11.8K
298 $45.4M
XEL
Xcel Energy Inc

Utilities
-81
- 8.39%
$79.6 - $81.85 $6.45K - $6.63K
884 $65.3M
CF
Cf Industries Holdings, Inc.

Basic Materials
-99
- 25.58%
$81.45 - $92.06 $8.06K - $9.11K
288 $22.3M
RMD
Resmed Inc

Healthcare
-40
- 47.62%
$244.46 - $283.36 $9.78K - $11.3K
44 $10.6M
CNA
Cna Financial Corp

Financial Services
-268
- 54.03%
$44.05 - $47.08 $11.8K - $12.6K
228 $10.9M
ADP
Automatic Data Processing Inc

Industrials
-38
- 59.38%
$250.9 - $292.94 $9.53K - $11.1K
26 $6.69M
DAR
Darling Ingredients Inc.

Consumer Defensive
-399
- 85.44%
$29.91 - $34.75 $11.9K - $13.9K
68 $2.45M
AXON
Axon Enterprise, Inc.

Industrials
-16
- 84.21%
$554.37 - $759.44 $8.87K - $12.2K
3 $1.7M
TREX
Trex CO Inc

Industrials
-190
- 59.94%
$31.77 - $53.57 $6.04K - $10.2K
127 $4.46M
CBSH
Commerce Bancshares Inc

Financial Services
-195
- 91.12%
$52.19 - $59.46 $10.2K - $11.6K
19 $995K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-124
- 70.45%
$88.26 - $94.73 $10.9K - $11.7K
52 $4.68M
HQY
Healthequity, Inc.

Healthcare
-115
- 35.28%
$87.78 - $101.77 $10.1K - $11.7K
211 $19.3M
NLOK
Norton Life Lock Inc.

Technology
-374
- 33.88%
N/A
730 $19.8M
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
-706
- 98.06%
$13.78 - $16.48 $9.73K - $11.6K
14 $208K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-893
- 32.94%
$13.23 - $14.74 $11.8K - $13.2K
1.82K $28.3M
HIW
Highwoods Properties, Inc.

Real Estate
-323
- 64.47%
$28.41 - $32.44 $9.18K - $10.5K
178 $4.6M
RRC
Range Resources Corp

Energy
-253
- 25.15%
$34.6 - $39.73 $8.75K - $10.1K
753 $26.6M
SAP
Sap Se

Technology
-33
- 25.19%
$238.9 - $280.46 $7.88K - $9.26K
98 $23.8M
FLS
Flowserve Corp

Industrials
-223
- 84.15%
$49.09 - $71.85 $10.9K - $16K
42 $2.91M
WBS
Webster Financial Corp

Financial Services
-190
- 70.37%
$54.1 - $61.45 $10.3K - $11.7K
80 $5.04M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-140
- 74.87%
$58.86 - $73.68 $8.24K - $10.3K
47 $2.86M
ELV
Elevance Health, Inc.

Healthcare
-40
- 34.19%
$303.78 - $362.34 $12.2K - $14.5K
77 $27M
AN
Autonation, Inc.

Consumer Cyclical
-28
- 6.78%
$190.8 - $224.38 $5.34K - $6.28K
385 $79.5M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-163
- 94.22%
$58.48 - $67.93 $9.53K - $11.1K
10 $589K
CABO
Cable One, Inc.

Communication Services
-10
- 6.71%
$107.73 - $178.48 $1.08K - $1.78K
139 $15.7M
INTU
Intuit Inc

Technology
-15
- 30.61%
$641.79 - $683.39 $9.63K - $10.3K
34 $22.5M
PODD
Insulet Corp

Healthcare
-28
- 28.87%
$305.98 - $336.84 $8.57K - $9.43K
69 $19.7M
COLB
Columbia Banking System, Inc.

Financial Services
-445
- 44.28%
$24.07 - $27.14 $10.7K - $12.1K
560 $15.7M
SPOT
Spotify Technology S.A.

Communication Services
-10
- 27.03%
$616.91 - $707.3 $6.17K - $7.07K
27 $15.7M
SLAB
Silicon Laboratories Inc.

Technology
-77
- 44.77%
$121.89 - $137.78 $9.39K - $10.6K
95 $12.4M
SONY
Sony Group Corp

Technology
-221
- 16.17%
$27.71 - $30.26 $6.12K - $6.69K
1.15K $29.3M
COUR
Coursera, Inc.

Consumer Defensive
-331
- 19.44%
$7.99 - $11.21 $2.64K - $3.71K
1.37K $10.1M
NWL
Newell Brands Inc.

Consumer Defensive
-1.17K
- 32.64%
$3.11 - $5.39 $3.64K - $6.3K
2.41K $8.98M
KD
Kyndryl Holdings, Inc.

Technology
-163
- 10.54%
$25.59 - $30.63 $4.17K - $4.99K
1.38K $36.8M
CUZ
Cousins Properties Inc

Real Estate
-322
- 81.31%
$25.39 - $29.05 $8.18K - $9.35K
74 $1.91M
CPT
Camden Property Trust

Real Estate
-96
- 29.91%
$97.58 - $105.59 $9.37K - $10.1K
225 $24.8M
MAN
Manpower Group Inc.

Industrials
-99
- 12.34%
$27.64 - $39.3 $2.74K - $3.89K
703 $20.9M
DBX
Dropbox, Inc.

Technology
-253
- 25.48%
$28.14 - $31.11 $7.12K - $7.87K
740 $20.6M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-200
- 37.04%
$50.39 - $55.82 $10.1K - $11.2K
340 $19.3M
PPG
Ppg Industries Inc

Basic Materials
-83
- 32.3%
$94.92 - $105.45 $7.88K - $8.75K
174 $17.8M
KEYS
Keysight Technologies, Inc.

Technology
-83
- 29.86%
$159.49 - $186.18 $13.2K - $15.5K
195 $39.6M
VICI
Vici Properties Inc.

Real Estate
-248
- 60.05%
$29.52 - $32.91 $7.32K - $8.16K
165 $4.64M
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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