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
FELE
Franklin Electric CO Inc

Industrials
18
+ 14.63%
$91.76 - $99.27 $1.65K - $1.79K
141 $13.5M
Klaviyo Inc
54
New
N/A
54 $1.75M
PFHC
Pro Frac Holding Corp.

Energy
446
+ 501.12%
N/A
535 $2.08M
DIN
Dine Brands Global, Inc.

Consumer Cyclical
2
+ 0.88%
$24.15 - $28.68 $48.3 - $57.4
229 $7.36M
FLYW
Flywire Corp

Technology
116
+ 84.67%
$12.56 - $13.99 $1.46K - $1.62K
253 $3.58M
U
Unity Software Inc.

Technology
37
+ 176.19%
$34.72 - $43.13 $1.28K - $1.6K
58 $2.56M
ONON
On Holding Ag

Consumer Cyclical
37
New
$34.96 - $43.62 $1.29K - $1.61K
37 $1.72M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2
+ 20.0%
$402.9 - $437.15 $806 - $874
12 $5.44M
HI
Hillenbrand, Inc.

Industrials
9
+ 2.96%
$24.57 - $31.68 $221 - $285
313 $9.93M
BCH
Bank Of Chile

Financial Services
26
+ 27.96%
$29.81 - $37.36 $775 - $971
119 $4.52M
RVLV
Revolve Group, Inc.

Consumer Cyclical
51
+ 318.75%
$19.98 - $23.68 $1.02K - $1.21K
67 $2.02M
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
122
+ 18.46%
$16.55 - $20.54 $2.02K - $2.51K
783 $15.2M
CHK
Chesapeake Energy Corp

Energy
9
+ 5.45%
N/A
174 $19.2M
TDG
Trans Digm Group Inc

Industrials
1
+ 16.67%
$1237.71 - $1359.3 $1.24K - $1.36K
7 $9.31M
CMPR
Cimpress PLC

Communication Services
10
+ 3.66%
$61.21 - $74.19 $612 - $742
283 $18.8M
MAX
Media Alpha, Inc.

Communication Services
96
+ 40.0%
$10.48 - $13.5 $1.01K - $1.3K
336 $4.35M
BCPC
Balchem Corp

Basic Materials
10
+ 43.48%
$140.3 - $157.21 $1.4K - $1.57K
33 $5.06M
HLN
Haleon PLC

Healthcare
87
+ 13.96%
$8.79 - $9.9 $765 - $861
710 $7.18M
SPG
Simon Property Group Inc

Real Estate
10
+ 8.06%
$173.35 - $185.76 $1.73K - $1.86K
134 $24.8M
Lionsgate Studios Corp
173
New
N/A
173 $1.58M
HE
Hawaiian Electric Industries Inc

Utilities
13
+ 1.15%
$10.89 - $12.04 $142 - $157
1.14K $14M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
25
+ 38.46%
$153.8 - $189.34 $3.85K - $4.73K
90 $13.2M
ON
On Semiconductor Corp

Technology
1
+ 0.32%
$45.74 - $55.08 $45.7 - $55.1
318 $17.2M
PRGS
Progress Software Corp

Technology
38
+ 56.72%
$41.83 - $46.87 $1.59K - $1.78K
105 $4.51M
Onestream Inc
85
New
N/A
85 $1.56M
ROK
Rockwell Automation, Inc

Industrials
3
+ 30.0%
$333.75 - $394.54 $1K - $1.18K
13 $5.06M
TROW
Price T Rowe Group Inc

Financial Services
15
+ 16.48%
$101.07 - $106.13 $1.52K - $1.59K
106 $10.9M
NGG
National Grid PLC

Utilities
2
+ 0.68%
$72.53 - $78.09 $145 - $156
296 $22.9M
WU
Western Union CO

Financial Services
162
+ 4050.0%
$7.93 - $9.54 $1.28K - $1.55K
166 $1.55M
XPRO
Expro Group Holdings N.V.

Energy
105
+ 140.0%
$11.87 - $14.19 $1.25K - $1.49K
180 $2.4M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
152
+ 41.42%
$11.56 - $13.47 $1.76K - $2.05K
519 $6.15M
WD
Walker & Dunlop, Inc.

Financial Services
26
+ 866.67%
$65.34 - $86.5 $1.7K - $2.25K
29 $1.75M
CYH
Community Health Systems Inc

Healthcare
476
+ 806.78%
$2.9 - $4.41 $1.38K - $2.1K
535 $1.67M
MFC
Manulife Financial Corp

Financial Services
24
+ 20.34%
$31.41 - $34.43 $754 - $826
142 $5.15M
RELY
Remitly Global, Inc.

Technology
115
+ 255.56%
$12.2 - $17.2 $1.4K - $1.98K
160 $2.21M
HLIT
Harmonic Inc

Technology
154
+ 86.52%
$9.56 - $10.7 $1.47K - $1.65K
332 $3.28M
ODFL
Old Dominion Freight Line, Inc.

Industrials
6
+ 18.18%
$132.29 - $144.78 $794 - $869
39 $6.12M
UNM
Unum Group

Financial Services
21
+ 3.58%
$72.93 - $79.42 $1.53K - $1.67K
608 $47.1M
LAUR
Laureate Education, Inc.

Consumer Defensive
35
+ 27.56%
$28.87 - $31.79 $1.01K - $1.11K
162 $5.46M
QTWO
Q2 Holdings, Inc.

Technology
20
New
$59.26 - $73.41 $1.19K - $1.47K
20 $1.44M
Rocket Lab Corp
11
+ 35.48%
N/A
42 $2.93M
IRTC
I Rhythm Technologies, Inc.

Healthcare
8
+ 266.67%
$167.45 - $187.3 $1.34K - $1.5K
11 $1.95M
Brookfield Infrastructure CO
30
+ 187.5%
N/A
46 $2.09M
WTFC
Wintrust Financial Corp

Financial Services
6
+ 7.5%
$120.24 - $132.64 $721 - $796
86 $12M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
5
New
$242.45 - $294.48 $1.21K - $1.47K
5 $1.42M
KBH
Kb Home

Consumer Cyclical
29
+ 96.67%
$57.59 - $65.76 $1.67K - $1.91K
59 $3.32M
CFFN
Capitol Federal Financial, Inc.

Financial Services
180
+ 42.96%
$6.02 - $6.44 $1.08K - $1.16K
599 $4.08M
Alumis Inc
2
+ 0.83%
N/A
244 $2.38M
Safehold Inc
130
+ 64.04%
N/A
333 $4.56M
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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