True Wealth Design, LLC Purchases in Q4 2025

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Aegon LTD
376
+ 25.97%
N/A
1.82K $14.1M
UMC
United Microelectronics Corp

Technology
296
+ 49.92%
$7.11 - $7.84 $2.1K - $2.32K
889 $6.99M
Flowco Hldgs Inc
130
+ 928.57%
N/A
144 $2.7M
NTES
Net Ease, Inc.

Communication Services
20
+ 105.26%
$138.39 - $153.93 $2.77K - $3.08K
39 $5.37M
TS
Tenaris Sa

Energy
49
+ 22.9%
$33.69 - $41.28 $1.65K - $2.02K
263 $10.1M
DSGX
Descartes Systems Group Inc

Technology
28
+ 700.0%
$82.31 - $97.96 $2.3K - $2.74K
32 $2.81M
LMT
Lockheed Martin Corp

Industrials
26
+ 4.0%
$452.1 - $514.24 $11.8K - $13.4K
676 $327M
PRI
Primerica, Inc.

Financial Services
12
+ 34.29%
$250.31 - $278.99 $3K - $3.35K
47 $12.1M
KFRC
Kforce Inc

Industrials
76
+ 95.0%
$24.54 - $31.58 $1.87K - $2.4K
156 $4.82M
DCI
Donaldson CO Inc

Industrials
2
+ 0.62%
$79.88 - $88.21 $160 - $176
327 $29M
Labcorp Holdings Inc
12
+ 66.67%
N/A
30 $7.43M
AIP
Arteris, Inc.

Technology
143
+ 572.0%
$10.5 - $15.53 $1.5K - $2.22K
168 $2.6M
SPNT
Sirius Point LTD

Financial Services
107
New
$17.64 - $20.33 $1.89K - $2.18K
107 $2.34M
SEE
Sealed Air Corp

Consumer Cyclical
13
+ 4.39%
$33.49 - $43.28 $435 - $563
309 $12.8M
SONO
Sonos Inc

Technology
20
+ 1.83%
$15.97 - $18.04 $319 - $361
1.11K $19.5M
SNDX
Syndax Pharmaceuticals Inc

Healthcare
52
+ 24.88%
$13.11 - $17.73 $682 - $922
261 $5.48M
GIL
Gildan Activewear Inc.

Consumer Cyclical
34
+ 113.33%
$55.39 - $61.52 $1.88K - $2.09K
64 $4M
ROL
Rollins Inc

Consumer Cyclical
32
+ 13.91%
$53.87 - $59.67 $1.72K - $1.91K
262 $15.7M
EXPD
Expeditors International Of Washington Inc

Industrials
4
+ 6.56%
$113.13 - $140.68 $453 - $563
65 $9.69M
OMI
Owens & Minor Inc

Healthcare
784
New
$2.8 - $5.51 $2.2K - $4.32K
784 $2.2M
CNS
Cohen & Steers, Inc.

Financial Services
34
New
$64.53 - $71.51 $2.19K - $2.43K
34 $2.14M
Indivior PLC
59
New
N/A
59 $2.12M
SSNC
Ss&C Technologies Holdings Inc

Technology
30
+ 7.75%
$79.54 - $88.08 $2.39K - $2.64K
417 $36.5M
EXPO
Exponent Inc

Industrials
30
+ 1000.0%
$65.27 - $73.66 $1.96K - $2.21K
33 $2.29M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
2
+ 2.74%
$28.25 - $37.43 $56.5 - $74.9
75 $4.06M
BILI
Bilibili Inc.

Communication Services
90
+ 219.51%
$25.89 - $32.03 $2.33K - $2.88K
131 $3.22M
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
14
+ 7.07%
$41.01 - $46.69 $574 - $654
212 $10.6M
ACVA
Acv Auctions Inc.

Consumer Cyclical
257
New
$5.09 - $10.12 $1.31K - $2.6K
257 $2.06M
DEI
Douglas Emmett Inc

Real Estate
186
New
$11.76 - $15.79 $2.19K - $2.94K
186 $2.05M
GOOD
Gladstone Commercial Corp

Real Estate
201
+ 329.51%
$10.65 - $12.28 $2.14K - $2.47K
262 $2.8M
RF
Regions Financial Corp

Financial Services
62
+ 12.78%
$23.35 - $26.39 $1.45K - $1.64K
547 $14.8M
FUL
Fuller H B CO

Basic Materials
34
+ 60.71%
$57.09 - $61.49 $1.94K - $2.09K
90 $5.35M
WF
Woori Financial Group Inc.

Financial Services
32
+ 56.14%
$52.67 - $56.82 $1.69K - $1.82K
89 $5.23M
IHRT
I Heart Media, Inc.

Communication Services
104
+ 8.41%
$2.59 - $4.7 $269 - $489
1.34K $5.58M
RYAAY
Ryanair Holdings PLC

Industrials
22
+ 61.11%
$59.06 - $65.0 $1.3K - $1.43K
58 $4.19M
UDMY
Udemy, Inc.

Consumer Defensive
353
+ 860.98%
$5.15 - $7.18 $1.82K - $2.53K
394 $2.31M
F&G Annuities & Life Inc
65
+ 6500.0%
N/A
66 $2.05M
HCSG
Healthcare Services Group Inc

Healthcare
82
+ 42.05%
$15.18 - $19.23 $1.24K - $1.58K
277 $5.3M
INSM
Insmed Inc

Healthcare
9
+ 60.0%
$147.28 - $194.39 $1.33K - $1.75K
24 $4.15M
NBHC
National Bank Holdings Corp

Financial Services
55
+ 42.97%
$35.59 - $38.73 $1.96K - $2.13K
183 $6.96M
DE
Deere & CO

Industrials
4
+ 26.67%
$439.11 - $480.78 $1.76K - $1.92K
19 $8.85M
FLEX
Flex Ltd.

Technology
20
+ 6.47%
$56.13 - $66.1 $1.12K - $1.32K
329 $19.9M
James Riv Group Holdings Inc
306
New
N/A
306 $1.95M
Magnum Ice Cream CO Nv
121
New
N/A
121 $1.92M
YUM
Yum Brands Inc

Consumer Cyclical
13
+ 7.65%
$138.21 - $153.19 $1.8K - $1.99K
183 $27.7M
Solstice Advanced Matls Inc
38
New
N/A
38 $1.85M
GNTX
Gentex Corp

Consumer Cyclical
91
+ 154.24%
$22.89 - $27.94 $2.08K - $2.54K
150 $3.49M
UMH
Umh Properties, Inc.

Real Estate
113
+ 1255.56%
$14.12 - $15.29 $1.6K - $1.73K
122 $1.94M
ED
Consolidated Edison Inc

Utilities
24
+ 4.83%
$96.11 - $102.39 $2.31K - $2.46K
521 $51.7M
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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