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
SMRT
Smart Rent, Inc.

Technology
-57
- 60.0%
$1.35 - $1.51 $77 - $86.1
38 $77K
XPO
Xpo Logistics, Inc.

Industrials
-1
- 8.33%
$123.66 - $143.87 $124 - $144
11 $1.5M
CBAN
Colony Bankcorp Inc

Financial Services
-4
- 20.0%
$15.93 - $16.84 $63.7 - $67.4
16 $286K
Meridian Corporation
-5
- 26.32%
N/A
14 $247K
Atlanta Braves Hldgs Inc
-1
- 25.0%
N/A
3 $128K
Ispire Technology Inc
-23
- 46.94%
N/A
26 $73K
FLXS
Flexsteel Industries Inc

Consumer Cyclical
-1
- 50.0%
$34.38 - $45.44 $34.4 - $45.4
1 $40K
KO
Coca Cola CO

Consumer Defensive
-23
- 5.32%
$66.1 - $71.61 $1.52K - $1.65K
409 $28.6M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
-1
- 2.94%
$44.0 - $54.43 $44 - $54.4
33 $1.65M
ALKS
Alkermes Plc.

Healthcare
-1
- 8.33%
$29.04 - $33.81 $29 - $33.8
11 $308K
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
-2
- 50.0%
$23.01 - $25.46 $46 - $50.9
2 $50K
ARES
Ares Management Corp

Financial Services
-1
- 1.52%
$140.88 - $155.5 $141 - $156
65 $10.5M
TSBK
Timberland Bancorp Inc

Financial Services
-2
- 20.0%
$31.06 - $33.63 $62.1 - $67.3
8 $287K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
-1
- 6.67%
$13.23 - $19.04 $13.2 - $19
14 $227K
LAND
Gladstone Land Corp

Real Estate
-5
- 12.82%
$8.92 - $9.99 $44.6 - $50
34 $312K
JBLU
Jetblue Airways Corp

Industrials
-5
- 8.47%
$4.08 - $4.95 $20.4 - $24.8
54 $246K
FBK
Fb Financial Corp

Financial Services
-1
- 0.52%
$52.05 - $59.24 $52.1 - $59.2
191 $10.7M
Cadeler A S
-2
- 50.0%
N/A
2 $38K
HBT
Hbt Financial, Inc.

Financial Services
-2
- 16.67%
$23.18 - $25.04 $46.4 - $50.1
10 $259K
ASB
Associated Banc Corp

Financial Services
-2
- 1.21%
$24.11 - $26.6 $48.2 - $53.2
163 $4.2M
STBA
S&T Bancorp Inc

Financial Services
-4
- 6.15%
$34.65 - $39.27 $139 - $157
61 $2.4M
FCBC
First Community Bankshares Inc

Financial Services
-1
- 14.29%
$32.05 - $34.45 $32.1 - $34.5
6 $203K
Bridger Aerospace Grp Hldgs
-22
- 64.71%
N/A
12 $22K
Kenvue Inc
-15
- 7.01%
N/A
199 $3.43M
SMMT
Summit Therapeutics Inc.

Healthcare
-1
- 14.29%
$17.52 - $23.34 $17.5 - $23.3
6 $105K
RXT
Rackspace Technology, Inc.

Technology
-20
- 42.55%
$1.14 - $1.83 $22.8 - $36.6
27 $27K
FCCO
First Community Corp

Financial Services
-2
- 14.29%
$26.48 - $28.32 $53 - $56.6
12 $356K
RLGT
Radiant Logistics, Inc

Industrials
-7
- 50.0%
$5.83 - $6.21 $40.8 - $43.5
7 $45K
UCBI
United Community Banks Inc

Financial Services
-1
- 2.5%
N/A
39 $1.22M
RNR
Renaissancere Holdings LTD

Financial Services
-1
- 11.11%
$231.59 - $269.45 $232 - $269
8 $2.25M
AOMR
Angel Oak Mortgage, Inc.

Real Estate
-3
- 23.08%
$8.67 - $9.59 $26 - $28.8
10 $87K
PLBC
Plumas Bancorp

Financial Services
-1
- 16.67%
$40.41 - $42.81 $40.4 - $42.8
5 $224K
CLAR
Clarus Corp

Consumer Cyclical
-10
- 71.43%
$3.18 - $3.67 $31.8 - $36.7
4 $14K
AUB
Atlantic Union Bankshares Corp

Financial Services
-1
- 1.11%
$32.36 - $36.13 $32.4 - $36.1
89 $3.14M
CZNC
Citizens & Northern Corp

Financial Services
-2
- 13.33%
$19.01 - $19.68 $38 - $39.4
13 $263K
TH
Target Hospitality Corp.

Industrials
-1
- 1.82%
$6.22 - $8.08 $6.22 - $8.08
54 $433K
EVCM
Ever Commerce Inc.

Technology
-4
- 26.67%
$8.45 - $12.04 $33.8 - $48.2
11 $134K
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
-2
- 15.38%
$8.93 - $10.76 $17.9 - $21.5
11 $107K
MIR
Mirion Technologies, Inc.

Industrials
-6
- 0.88%
$22.79 - $29.75 $137 - $179
672 $15.7M
PCB
Pcb Bancorp

Financial Services
-2
- 12.5%
$19.84 - $22.12 $39.7 - $44.2
14 $304K
USCB
Uscb Financial Holdings, Inc.

Financial Services
-2
- 40.0%
$16.44 - $18.06 $32.9 - $36.1
3 $56K
Fs Bancorp Inc
-1
- 14.29%
N/A
6 $248K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
-1
- 7.69%
$114.57 - $132.96 $115 - $133
12 $1.52M
KOP
Koppers Holdings Inc.

Basic Materials
-1
- 20.0%
$26.35 - $29.41 $26.4 - $29.4
4 $109K
WTBA
West Bancorporation Inc

Financial Services
-3
- 15.79%
$19.15 - $21.97 $57.4 - $65.9
16 $356K
NKTX
Nkarta, Inc.

Healthcare
-14
- 53.85%
$1.87 - $2.68 $26.2 - $37.5
12 $23K
Sr Bancorp Inc
-2
- 66.67%
N/A
1 $16K
Ni Hldgs Inc
-2
- 28.57%
N/A
5 $67K
EFSI
Eagle Financial Services Inc

Financial Services
-1
- 16.67%
$35.46 - $37.54 $35.5 - $37.5
5 $199K
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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