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
RMBS
Rambus Inc

Technology
-2
- 0.48%
$89.57 - $113.61 $179 - $227
418 $38.4M
ASGN
Asgn Inc

Technology
-113
- 71.97%
$42.77 - $49.07 $4.83K - $5.54K
44 $2.12M
Reddit Inc
-23
- 43.4%
N/A
30 $6.9M
ALLE
Allegion PLC

Industrials
-1
- 0.35%
$161.25 - $179.47 $161 - $179
281 $44.8M
ACM
Aecom

Industrials
-32
- 51.61%
$128.8 - $134.35 $4.12K - $4.3K
30 $2.85M
ALG
Alamo Group Inc

Industrials
-27
- 93.1%
$162.45 - $191.66 $4.39K - $5.17K
2 $336K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-32
- 10.49%
$41.52 - $64.86 $1.33K - $2.08K
273 $12.5M
KELYA
Kelly Services Inc

Industrials
-365
- 86.08%
$8.34 - $13.12 $3.04K - $4.79K
59 $520K
NET
Cloudflare, Inc.

Technology
-2
- 0.76%
$210.01 - $253.3 $420 - $507
260 $51.3M
SSTK
Shutterstock, Inc.

Communication Services
-239
- 88.85%
$20.97 - $26.41 $5.01K - $6.31K
30 $573K
SMG
Scotts Miracle Gro CO

Basic Materials
-88
- 67.69%
$53.13 - $59.03 $4.68K - $5.19K
42 $2.45M
ETN
Eaton Corp PLC

Industrials
-4
- 5.97%
$352.39 - $387.75 $1.41K - $1.55K
63 $20.1M
Savers Value Vlg Inc
-358
- 89.05%
N/A
44 $411K
KIM
Kimco Realty Corp

Real Estate
-221
- 86.67%
$20.24 - $22.41 $4.47K - $4.95K
34 $690K
NABL
N Able, Inc.

Technology
-600
- 58.94%
$7.5 - $8.5 $4.5K - $5.1K
418 $3.13M
CNXN
Pc Connection Inc

Technology
-69
- 38.76%
$57.68 - $62.7 $3.98K - $4.33K
109 $6.3M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-58
- 44.62%
$64.1 - $74.94 $3.72K - $4.35K
72 $4.85M
BIGC
Big Commerce Holdings, Inc.

Technology
-906
- 88.65%
N/A
116 $478K
LPG
Dorian Lpg Ltd.

Energy
-57
- 9.66%
$26.17 - $29.52 $1.49K - $1.68K
533 $13M
GL
Globe Life Inc.

Financial Services
-21
- 3.93%
$130.64 - $140.98 $2.74K - $2.96K
514 $71.8M
DDOG
Datadog, Inc.

Technology
-2
- 0.31%
$151.17 - $199.72 $302 - $399
642 $87.3M
CDNS
Cadence Design Systems Inc

Technology
-4
- 4.82%
$314.93 - $353.36 $1.26K - $1.41K
79 $24.7M
CHDN
Churchill Downs Inc

Consumer Cyclical
-74
- 30.83%
$86.75 - $103.68 $6.42K - $7.67K
166 $18.9M
AVTR
Avantor, Inc.

Basic Materials
-342
- 85.71%
$11.05 - $15.6 $3.78K - $5.34K
57 $654K
NOC
Northrop Grumman Corp

Industrials
-4
- 6.15%
$558.0 - $637.95 $2.23K - $2.55K
61 $35.1M
ENOV
Enovis Corp

Industrials
-134
- 68.72%
$28.06 - $32.87 $3.76K - $4.4K
61 $1.63M
TTEK
Tetra Tech Inc

Industrials
-132
- 13.04%
$31.85 - $37.41 $4.2K - $4.94K
880 $29.5M
MSM
Msc Industrial Direct CO Inc

Industrials
-30
- 13.89%
$84.21 - $92.1 $2.53K - $2.76K
186 $15.6M
Easterly Govt Pptys Inc
-180
- 72.29%
N/A
69 $1.46M
OSK
Oshkosh Corp

Industrials
-25
- 9.23%
$120.42 - $139.9 $3.01K - $3.5K
246 $30.9M
SIG
Signet Jewelers LTD

Consumer Cyclical
-1
- 0.32%
$92.31 - $106.0 $92.3 - $106
315 $26.1M
TNC
Tennant CO

Industrials
-47
- 52.22%
$72.19 - $83.69 $3.39K - $3.93K
43 $3.17M
HPE
Hewlett Packard Enterprise CO

Technology
-156
- 23.01%
$22.5 - $26.25 $3.51K - $4.1K
522 $12.5M
UBS
Ubs Group Ag

Financial Services
-155
- 26.54%
$37.56 - $41.1 $5.82K - $6.37K
429 $19.9M
RRX
Regal Rexnord Corp

Industrials
-28
- 66.67%
$132.77 - $150.63 $3.72K - $4.22K
14 $1.97M
AHH
Armada Hoffler Properties, Inc.

Real Estate
-487
- 23.15%
$6.22 - $7.03 $3.03K - $3.42K
1.62K $10.7M
AES
Aes Corp

Utilities
-313
- 71.46%
$13.44 - $15.37 $4.21K - $4.81K
125 $1.79M
Paysafe Limited
-290
- 87.61%
N/A
41 $332K
NWS
News Corp New Cl B Com Stk (De

Communication Services
-111
- 88.8%
$28.48 - $32.46 $3.16K - $3.6K
14 $415K
NWBI
Northwest Bancshares, Inc.

Financial Services
-295
- 32.56%
$11.62 - $12.66 $3.43K - $3.73K
611 $7.33M
DGX
Quest Diagnostics Inc

Healthcare
-7
- 4.52%
N/A
148 $25.7M
EQNR
Equinor Asa

Energy
-155
- 62.5%
$22.89 - $25.39 $3.55K - $3.94K
93 $2.2M
VTYX
Ventyx Biosciences, Inc.

Healthcare
-1.55K
- 90.36%
$3.53 - $9.55 $5.46K - $14.8K
165 $1.49M
BLZE
Backblaze, Inc.

Technology
-216
- 35.82%
$4.55 - $10.72 $983 - $2.32K
387 $1.8M
ADTN
Adtran Inc

Technology
-386
- 66.55%
$7.47 - $10.54 $2.88K - $4.07K
194 $1.69M
CCI
Crown Castle International Corp

Real Estate
-37
- 62.71%
$87.81 - $98.87 $3.25K - $3.66K
22 $1.96M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
-67
- 10.31%
$30.9 - $34.65 $2.07K - $2.32K
583 $18.3M
TSN
Tyson Foods, Inc.

Consumer Defensive
-213
- 10.5%
$50.72 - $55.51 $10.8K - $11.8K
1.82K $106M
LOGI
Logitech International S.A.

Technology
-27
- 25.23%
$101.71 - $122.99 $2.75K - $3.32K
80 $8.02M
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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