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
YORW
York Water CO

Utilities
-18
- 9.73%
$29.95 - $32.65 $539 - $588
167 $5.32M
PWR
Quanta Services, Inc.

Industrials
-1
- 6.67%
$412.21 - $453.83 $412 - $454
14 $5.91M
NATH
Nathans Famous, Inc.

Consumer Cyclical
-2
- 28.57%
$97.22 - $113.01 $194 - $226
5 $468K
ALEX
Alexander & Baldwin, Inc.

Real Estate
-19
- 54.29%
$15.52 - $18.14 $295 - $345
16 $331K
MBUU
Malibu Boats, Inc.

Consumer Cyclical
-8
- 42.11%
$25.42 - $34.52 $203 - $276
11 $311K
IR
Ingersoll Rand Inc.

Industrials
-3
- 15.79%
$75.47 - $84.18 $226 - $253
16 $1.27M
JYNT
Joint Corp

Healthcare
-31
- 88.57%
$7.69 - $9.3 $238 - $288
4 $35K
MP
Mp Materials Corp.

Basic Materials
-2
- 16.67%
$51.95 - $98.65 $104 - $197
10 $506K
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
-56
- 24.35%
$4.57 - $5.71 $256 - $320
174 $902K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
-80
- 95.24%
$2.78 - $3.66 $222 - $293
4 $16K
FUTU
Futu Holdings LTD

Financial Services
-1
- 7.69%
$154.6 - $199.04 $155 - $199
12 $1.97M
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
-5
- 71.43%
$49.28 - $57.78 $246 - $289
2 $113K
FATE
Fate Therapeutics Inc

Healthcare
-165
- 37.08%
$0.96 - $1.65 $158 - $272
280 $276K
AIT
Applied Industrial Technologies Inc

Industrials
-1
- 16.67%
$244.84 - $260.29 $245 - $260
5 $1.28M
EVR
Evercore Inc.

Financial Services
-3
- 1.19%
$291.66 - $334.01 $875 - $1K
250 $85.1M
AM
Antero Midstream Corp

Energy
-7
- 8.24%
$17.19 - $19.41 $120 - $136
78 $1.39M
CASH
Meta Financial Group Inc

Financial Services
-3
- 17.65%
$67.02 - $76.92 $201 - $231
14 $994K
IMMR
Immersion Corp

Technology
-36
- 94.74%
$6.36 - $7.32 $229 - $264
2 $14K
PJT
Pjt Partners Inc.

Financial Services
-1
- 11.11%
$161.11 - $182.78 $161 - $183
8 $1.34M
HEI
Heico Corp

Industrials
-1
- 1.23%
$306.83 - $330.64 $307 - $331
80 $25.9M
CAR
Avis Budget Group, Inc.

Industrials
-1
- 25.0%
$132.27 - $159.71 $132 - $160
3 $385K
TPB
Turning Point Brands, Inc.

Consumer Defensive
-4
- 21.05%
$85.12 - $103.0 $340 - $412
15 $1.63M
Gohealth Inc
-13
- 15.66%
N/A
70 $151K
PSTL
Postal Realty Trust, Inc.

Real Estate
-16
- 53.33%
$14.51 - $15.68 $232 - $251
14 $226K
LPL
Lg Display Co., Ltd.

Technology
-5
- 2.29%
$4.4 - $5.5 $22 - $27.5
213 $897K
Qiagen Nv
-6
- 5.94%
N/A
95 $4.27M
CERT
Certara, Inc.

Healthcare
-3
- 4.92%
$8.28 - $13.6 $24.8 - $40.8
58 $511K
IBP
Installed Building Products, Inc.

Consumer Cyclical
-1
- 50.0%
$235.14 - $271.47 $235 - $271
1 $260K
INBK
First Internet Bancorp

Financial Services
-9
- 31.03%
$17.58 - $22.64 $158 - $204
20 $418K
CNP
Centerpoint Energy Inc

Utilities
-5
- 5.75%
$38.17 - $40.22 $191 - $201
82 $3.14M
MOD
Modine Manufacturing CO

Consumer Cyclical
-1
- 9.09%
$128.73 - $163.02 $129 - $163
10 $1.34M
ADV
Advantage Solutions Inc.

Communication Services
-137
- 85.63%
$1.13 - $1.52 $155 - $208
23 $21K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
-14
- 43.75%
$17.96 - $21.21 $251 - $297
18 $379K
WRE
Washington Real Estate Investment Trust
-14
- 34.15%
N/A
27 $470K
DORM
Dorman Products, Inc.

Consumer Cyclical
-1
- 33.33%
$129.33 - $158.03 $129 - $158
2 $247K
Orrstown Finl Svcs Inc
-8
- 18.18%
N/A
36 $1.28M
CLW
Clearwater Paper Corp

Basic Materials
-10
- 83.33%
$17.59 - $20.51 $176 - $205
2 $35K
EQT
Eqt Corp

Energy
-3
- 4.76%
$51.8 - $60.84 $155 - $183
60 $3.22M
DTM
Dt Midstream, Inc.

Energy
-3
- 11.11%
$105.61 - $115.94 $317 - $348
24 $2.87M
MASS
908 Devices Inc.

Healthcare
-10
- 22.73%
$5.48 - $9.15 $54.8 - $91.5
34 $179K
FF
Future Fuel Corp.

Basic Materials
-46
- 56.1%
$3.4 - $4.38 $156 - $201
36 $115K
PRK
Park National Corp

Financial Services
-1
- 20.0%
$151.13 - $162.32 $151 - $162
4 $609K
DIOD
Diodes Inc

Technology
-3
- 25.0%
$44.27 - $58.38 $133 - $175
9 $445K
PFIS
Peoples Financial Services Corp.

Financial Services
-4
- 30.77%
$44.73 - $48.28 $179 - $193
9 $439K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
-15
- 93.75%
$12.13 - $13.22 $182 - $198
1 $13K
ZG
Zillow Group, Inc.

Communication Services
-2
- 22.22%
$66.92 - $74.58 $134 - $149
7 $478K
CTO
Cto Realty Growth, Inc.

Real Estate
-13
- 52.0%
$15.26 - $17.52 $198 - $228
12 $221K
RBCAA
Republic Bancorp Inc

Financial Services
-2
- 13.33%
$65.31 - $72.28 $131 - $145
13 $897K
CXM
Sprinklr, Inc.

Technology
-25
- 17.99%
$7.28 - $7.84 $182 - $196
114 $887K
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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