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
BHLB
Berkshire Hills Bancorp Inc

Financial Services
-181
- 45.02%
N/A
221 $5.83M
NEU
Newmarket Corp

Basic Materials
-1
- 4.76%
$742.86 - $873.09 $743 - $873
20 $13.7M
IPGP
Ipg Photonics Corp

Technology
-1
- 0.21%
$79.52 - $89.75 $79.5 - $89.8
468 $33.5M
RCII
Rent A Center Inc De

Industrials
-92
- 27.71%
N/A
240 $4.22M
HDSN
Hudson Technologies Inc

Basic Materials
-56
- 5.35%
$6.65 - $9.72 $372 - $544
991 $6.79M
IART
Integra Lifesciences Holdings Corp

Healthcare
-189
- 29.26%
$11.22 - $16.12 $2.12K - $3.05K
457 $5.68M
DRI
Darden Restaurants Inc

Consumer Cyclical
-16
- 16.33%
$171.59 - $193.49 $2.75K - $3.1K
82 $15.1M
CRNC
Cerence Inc.

Technology
-75
- 4.87%
$8.36 - $13.3 $627 - $998
1.47K $15.7M
GIB
Cgi Inc

Technology
-41
- 45.56%
$84.81 - $91.65 $3.48K - $3.76K
49 $4.52M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-123
- 61.5%
$23.39 - $27.41 $2.88K - $3.37K
77 $1.84M
MSA
Msa Safety Inc

Industrials
-18
- 45.0%
$155.98 - $175.18 $2.81K - $3.15K
22 $3.52M
ARLO
Arlo Technologies, Inc.

Industrials
-183
- 84.33%
$13.53 - $19.44 $2.48K - $3.56K
34 $476K
OI
O I Glass, Inc.

Consumer Cyclical
-280
- 52.93%
$11.29 - $13.47 $3.16K - $3.77K
249 $3.68M
TXN
Texas Instruments Inc

Technology
-11
- 10.19%
N/A
97 $16.8M
MPC
Marathon Petroleum Corp

Energy
-7
- 10.14%
$180.89 - $200.13 $1.27K - $1.4K
62 $10.1M
LDOS
Leidos Holdings, Inc.

Technology
-1
- 0.29%
$184.41 - $199.55 $184 - $200
342 $61.7M
WGO
Winnebago Industries Inc

Consumer Cyclical
-117
- 50.65%
$29.66 - $41.2 $3.47K - $4.82K
114 $4.62M
MFA
Mfa Financial, Inc.

Real Estate
-341
- 45.11%
$8.92 - $9.37 $3.04K - $3.2K
415 $3.86M
NXST
Nexstar Media Group, Inc.

Communication Services
-17
- 24.29%
$182.18 - $204.07 $3.1K - $3.47K
53 $10.8M
IOSP
Innospec Inc.

Basic Materials
-39
- 50.65%
$72.26 - $78.81 $2.82K - $3.07K
38 $2.91M
LENB
Lennar Corporation Cl B
-18
- 33.96%
N/A
35 $3.33M
EBAY
Ebay Inc

Consumer Cyclical
-25
- 11.36%
$80.85 - $99.58 $2.02K - $2.49K
195 $17M
MLM
Martin Marietta Materials Inc

Basic Materials
-1
- 0.32%
$596.44 - $656.85 $596 - $657
307 $191M
CDXC
Chroma Dex Corp.

Healthcare
-156
- 23.53%
N/A
507 $3.23M
SNPS
Synopsys Inc

Technology
-6
- 54.55%
$389.83 - $489.36 $2.34K - $2.94K
5 $2.35M
MDXG
Mimedx Group, Inc.

Healthcare
-420
- 93.33%
$6.51 - $7.96 $2.73K - $3.34K
30 $204K
PD
Pager Duty, Inc.

Technology
-175
- 94.09%
$15.12 - $16.47 $2.65K - $2.88K
11 $145K
MSTR
Microstrategy Inc

Technology
-8
- 72.73%
$199.75 - $359.69 $1.6K - $2.88K
3 $456K
CBT
Cabot Corp

Basic Materials
-37
- 84.09%
$59.33 - $75.6 $2.2K - $2.8K
7 $464K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-20
- 12.35%
$136.54 - $144.07 $2.73K - $2.88K
142 $20M
AMWD
American Woodmark Corp

Consumer Cyclical
-39
- 66.1%
$51.29 - $67.91 $2K - $2.65K
20 $1.1M
CSX
Csx Corp

Industrials
-105
- 8.43%
$34.88 - $36.67 $3.66K - $3.85K
1.14K $41.4M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-46
- 5.33%
$178.37 - $198.46 $8.21K - $9.13K
817 $171M
LPRO
Open Lending Corp

Financial Services
-479
- 12.85%
$1.45 - $2.1 $695 - $1.01K
3.25K $5.04M
BKR
Baker Hughes CO

Energy
-6
- 0.75%
$44.47 - $49.08 $267 - $294
789 $35.9M
RELX
Relx PLC

Communication Services
-13
- 4.21%
$41.33 - $47.07 $537 - $612
296 $12M
DUK
Duke Energy Corp

Utilities
-16
- 11.94%
$121.57 - $129.03 $1.95K - $2.06K
118 $13.8M
FRME
First Merchants Corp

Financial Services
-72
- 31.72%
$35.32 - $38.49 $2.54K - $2.77K
155 $5.81M
FSV
First Service Corp

Real Estate
-14
- 87.5%
$151.41 - $188.72 $2.12K - $2.64K
2 $312K
CRAI
Cra International, Inc.

Industrials
-13
- 86.67%
$176.52 - $203.44 $2.29K - $2.64K
2 $402K
SNY
Sanofi

Healthcare
-64
- 21.12%
$48.09 - $52.34 $3.08K - $3.35K
239 $11.6M
RLI
Rli Corp

Financial Services
-41
- 97.62%
$58.43 - $65.35 $2.4K - $2.68K
1 $64K
LFST
Life Stance Health Group, Inc.

Healthcare
-492
- 94.98%
$4.81 - $6.47 $2.37K - $3.18K
26 $184K
AMTB
Amerant Bancorp Inc.

Financial Services
-138
- 68.32%
$16.7 - $19.21 $2.3K - $2.65K
64 $1.25M
Vestis Corporation
-657
- 80.81%
N/A
156 $1.04M
SO
Southern CO

Utilities
-21
- 19.63%
$90.58 - $99.72 $1.9K - $2.09K
86 $7.5M
Techtarget Inc
-445
- 80.18%
N/A
110 $594K
MTX
Minerals Technologies Inc

Basic Materials
-40
- 37.04%
$55.09 - $62.73 $2.2K - $2.51K
68 $4.15M
WRB
Berkley W R Corp

Financial Services
-18
- 9.09%
$71.34 - $78.46 $1.28K - $1.41K
180 $12.6M
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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