True Wealth Design, LLC Sells in Q4 2025

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BANF
Bancfirst Corp

Financial Services
-3
- 27.27%
$108.23 - $127.21 $325 - $382
8 $849K
HEIA
Heico Crp Cl A
-2
- 9.52%
N/A
19 $4.8M
BLDR
Builders First Source, Inc.

Industrials
-3
- 25.0%
$103.44 - $129.54 $310 - $389
9 $927K
NRC
National Research Corp

Healthcare
-67
- 54.92%
$11.42 - $15.54 $765 - $1.04K
55 $1.03M
SRE
Sempra Energy

Utilities
-5
- 11.9%
$89.26 - $94.01 $446 - $470
37 $3.27M
ASIX
Advan Six Inc.

Basic Materials
-25
- 78.13%
$15.38 - $20.66 $385 - $517
7 $122K
Liberty Media Corp Del
-5
- 55.56%
N/A
4 $358K
CRDO
Credo Technology Group Holding LTD

Technology
-1
- 0.5%
$129.75 - $187.62 $130 - $188
200 $28.8M
BFB
Brown Forman Corp Cl B
-13
- 8.9%
N/A
133 $3.47M
USNA
Usana Health Sciences Inc

Consumer Defensive
-17
- 89.47%
$19.01 - $27.44 $323 - $466
2 $40K
MCHP
Microchip Technology Inc

Technology
-7
- 14.58%
$53.48 - $67.52 $374 - $473
41 $2.61M
BKE
Buckle Inc

Consumer Cyclical
-1
- 1.25%
$52.73 - $58.53 $52.7 - $58.5
79 $4.22M
RMAX
Re/Max Holdings, Inc.

Real Estate
-40
- 44.44%
$7.45 - $9.36 $298 - $374
50 $380K
PFGC
Performance Food Group CO

Consumer Defensive
-3
- 21.43%
N/A
11 $990K
RS
Reliance Steel & Aluminum CO

Basic Materials
-2
- 14.29%
$269.23 - $285.6 $538 - $571
12 $3.47M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-5
- 3.33%
$17.53 - $24.57 $87.7 - $123
145 $3.24M
GWRS
Global Water Resources, Inc.

Utilities
-42
- 76.36%
$8.99 - $10.92 $378 - $459
13 $110K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-2
- 18.18%
$312.18 - $378.94 $624 - $758
9 $3.22M
EAT
Brinker International, Inc

Consumer Cyclical
-6
- 24.0%
$102.29 - $133.46 $614 - $801
19 $2.73M
O
Realty Income Corp

Real Estate
-4
- 8.33%
$56.12 - $60.64 $224 - $243
44 $2.48M
TIMB
Tim S.A.

Communication Services
-18
- 58.06%
$20.54 - $23.77 $370 - $428
13 $253K
AFL
Aflac Inc

Financial Services
-1
- 0.44%
$105.7 - $115.01 $106 - $115
224 $24.7M
ADEA
Adeia Inc.

Technology
-28
- 21.88%
$12.75 - $18.01 $357 - $504
100 $1.73M
IDCC
Inter Digital, Inc.

Communication Services
-1
- 25.0%
$337.32 - $396.54 $337 - $397
3 $956K
NI
Nisource Inc.

Utilities
-6
- 5.5%
$42.11 - $44.17 $253 - $265
103 $4.29M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
-43
- 31.39%
$20.06 - $24.13 $863 - $1.04K
94 $2.51M
WTS
Watts Water Technologies Inc

Industrials
-1
- 2.5%
$263.55 - $282.91 $264 - $283
39 $10.8M
ATO
Atmos Energy Corp

Utilities
-2
- 8.7%
$168.85 - $179.19 $338 - $358
21 $3.52M
TOST
Toast, Inc.

Technology
-10
- 23.81%
$34.39 - $39.02 $344 - $390
32 $1.14M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
-11
- 50.0%
$22.5 - $28.92 $248 - $318
11 $252K
CG
Carlyle Group Inc.

Financial Services
-4
- 9.09%
$51.16 - $63.48 $205 - $254
40 $2.37M
Loar Holdings Inc
-3
- 20.0%
N/A
12 $816K
BSY
Bentley Systems Inc

Technology
-4
- 23.53%
$43.17 - $56.79 $173 - $227
13 $497K
Tko Group Holdings Inc
-2
- 33.33%
N/A
4 $836K
Tuhura Biosciences Inc
-150
- 98.68%
N/A
2 $2K
LNT
Alliant Energy Corp

Utilities
-4
- 8.51%
$66.31 - $68.97 $265 - $276
43 $2.8M
PGC
Peapack Gladstone Financial Corp

Financial Services
-14
- 18.67%
$24.76 - $28.75 $347 - $403
61 $1.7M
SHAK
Shake Shack Inc.

Consumer Cyclical
-3
- 30.0%
$86.76 - $96.79 $260 - $290
7 $569K
NICE
Nice Ltd.

Technology
-1
- 12.5%
$123.99 - $139.19 $124 - $139
7 $792K
FE
Firstenergy Corp

Utilities
-4
- 2.29%
$45.46 - $47.69 $182 - $191
171 $7.66M
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
-27
- 96.43%
$11.57 - $12.61 $312 - $340
1 $15K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
-88
- 50.57%
$3.32 - $4.02 $292 - $354
86 $353K
PRIM
Primoris Services Corp

Industrials
-2
- 28.57%
$116.43 - $144.26 $233 - $289
5 $621K
GCI
Gannett Co., Inc.

Communication Services
-115
- 46.0%
$3.49 - $5.27 $401 - $606
135 $696K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-26
- 14.13%
$9.68 - $10.33 $252 - $269
158 $1.53M
AAP
Advance Auto Parts Inc

Consumer Cyclical
-2
- 18.18%
$47.13 - $62.14 $94.3 - $124
9 $354K
CLFD
Clearfield, Inc.

Technology
-8
- 47.06%
$30.72 - $37.5 $246 - $300
9 $263K
ETR
Entergy Corp

Utilities
-3
- 5.08%
$93.4 - $97.65 $280 - $293
56 $5.18M
HUBB
Hubbell Inc

Industrials
-1
- 11.11%
$408.46 - $472.57 $408 - $473
8 $3.55M
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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