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
SANM
Sanmina Corp

Technology
-1
- 5.26%
$114.08 - $177.76 $114 - $178
18 $2.7M
APPN
Appian Corp

Technology
-2
- 1.63%
$27.69 - $45.64 $55.4 - $91.3
121 $4.29M
RAMP
Live Ramp Holdings, Inc.

Technology
-8
- 2.33%
$26.85 - $30.88 $215 - $247
336 $9.87M
AX
Axos Financial, Inc.

Financial Services
-1
- 0.23%
$75.7 - $85.63 $75.7 - $85.6
432 $37.2M
EW
Edwards Lifesciences Corp

Healthcare
-25
- 6.91%
$72.65 - $86.3 $1.82K - $2.16K
337 $28.7M
Dave Inc
-6
- 6.9%
N/A
81 $17.9M
CRI
Carters Inc

Consumer Cyclical
-29
- 7.92%
$27.46 - $33.44 $796 - $970
337 $10.9M
Nextpower Inc
-1
- 1.89%
N/A
52 $4.53M
GLW
Corning Inc

Technology
-5
- 2.51%
$82.06 - $90.29 $410 - $451
194 $17M
URBN
Urban Outfitters Inc

Consumer Cyclical
-3
- 1.29%
$61.37 - $73.13 $184 - $219
230 $17.3M
TTMI
Ttm Technologies Inc

Technology
-2
- 2.78%
$53.58 - $70.5 $107 - $141
70 $4.83M
GS
Goldman Sachs Group Inc

Financial Services
-3
- 6.67%
$744.6 - $838.97 $2.23K - $2.52K
42 $36.9M
MAR
Marriott International Inc

Consumer Cyclical
-2
- 6.67%
$259.04 - $291.9 $518 - $584
28 $8.69M
AMG
Affiliated Managers Group, Inc.

Financial Services
-1
- 4.35%
$230.78 - $264.8 $231 - $265
22 $6.4M
JOE
St Joe CO

Real Estate
-6
- 4.8%
$46.89 - $60.42 $281 - $363
119 $7.07M
WSBC
Wesbanco Inc

Financial Services
-8
- 0.91%
$29.94 - $33.75 $240 - $270
869 $28.9M
ASH
Ashland Global Holdings Inc

Basic Materials
-247
- 17.25%
$47.49 - $53.1 $11.7K - $13.1K
1.19K $69.5M
FQAL
Fidelity Covington Tr Quality

ETFs
-28
- 0.79%
$73.0 - $76.03 $2.04K - $2.13K
3.5K $264M
BHF
Brighthouse Financial, Inc.

Financial Services
-15
- 9.04%
$45.14 - $66.01 $677 - $990
151 $9.78M
TFC
Truist Financial Corp

Financial Services
-15
- 3.04%
$41.09 - $45.64 $616 - $685
479 $23.6M
CINF
Cincinnati Financial Corp

Financial Services
-2
- 0.75%
$151.39 - $166.89 $303 - $334
265 $43.3M
MUR
Murphy Oil Corp

Energy
-2
- 0.49%
$26.57 - $30.68 $53.1 - $61.4
409 $12.8M
BLD
Top Build Corp

Industrials
-1
- 1.72%
$392.8 - $453.57 $393 - $454
57 $23.8M
DAN
Dana Inc

Consumer Cyclical
-2
- 0.6%
$18.13 - $21.75 $36.3 - $43.5
330 $7.84M
NVT
N Vent Electric PLC

Industrials
-2
- 0.45%
$95.98 - $114.35 $192 - $229
441 $45M
CERS
Cerus Corp

Healthcare
-97
- 3.06%
$1.4 - $1.71 $136 - $166
3.07K $6.33M
LUV
Southwest Airlines CO

Industrials
-1
- 0.69%
$29.67 - $34.68 $29.7 - $34.7
143 $5.91M
VMI
Valmont Industries Inc

Industrials
-1
- 0.81%
$389.98 - $419.23 $390 - $419
123 $49.5M
CVS
Cvs Health Corp

Healthcare
-35
- 3.27%
$76.69 - $83.04 $2.68K - $2.91K
1.04K $82.2M
AMKR
Amkor Technology, Inc.

Technology
-4
- 2.6%
$28.26 - $37.84 $113 - $151
150 $5.92M
WFC
Wells Fargo & Company

Financial Services
-36
- 6.56%
$77.62 - $87.3 $2.79K - $3.14K
513 $47.8M
UGI
Ugi Corp

Utilities
-4
- 0.84%
$31.75 - $34.96 $127 - $140
474 $17.7M
SSP
E.W. Scripps CO

Communication Services
-55
- 3.96%
$2.05 - $3.13 $113 - $172
1.33K $5.32M
VNDA
Vanda Pharmaceuticals Inc.

Healthcare
-11
- 2.08%
$4.32 - $5.61 $47.5 - $61.7
519 $4.58M
NUE
Nucor Corp

Basic Materials
-3
- 3.41%
$131.78 - $154.43 $395 - $463
85 $13.9M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-7
- 1.93%
$50.35 - $58.41 $352 - $409
355 $21M
BWA
Borgwarner Inc

Consumer Cyclical
-6
- 0.29%
$41.21 - $46.01 $247 - $276
2.04K $91.7M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-2
- 1.14%
$38.94 - $47.57 $77.9 - $95.1
174 $9.1M
GEF
Greif, Inc

Consumer Cyclical
-1
- 0.35%
$56.69 - $61.43 $56.7 - $61.4
285 $19.3M
NEE
Nextera Energy Inc

Utilities
-9
- 1.44%
$78.18 - $86.03 $704 - $774
616 $49.5M
SDRL
Seadrill Limited

Energy
-15
- 2.27%
N/A
645 $22.3M
AVSD
American Centy ETF Tr Avantis

ETFs
-17
- 1.24%
$70.41 - $73.26 $1.2K - $1.25K
1.36K $101M
RPRX
Royalty Pharma PLC

Healthcare
-31
- 2.84%
$35.44 - $40.78 $1.1K - $1.26K
1.06K $41M
WST
West Pharmaceutical Services Inc

Healthcare
-1
- 0.45%
$261.17 - $307.25 $261 - $307
219 $60.3M
APG
A Pi Group Corp

Industrials
-6
- 0.84%
$33.64 - $38.36 $202 - $230
708 $27.1M
ORA
Ormat Technologies, Inc.

Utilities
-2
- 0.99%
$99.93 - $114.75 $200 - $230
201 $22.2M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
-3
- 2.52%
$52.86 - $66.62 $159 - $200
116 $8.87M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-25
- 6.79%
$17.1 - $23.05 $428 - $576
343 $9.89M
SAN
Banco Santander, S.A.

Financial Services
-44
- 1.68%
$9.65 - $11.03 $425 - $485
2.58K $30.2M
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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