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
RDY
Dr Reddys Laboratories LTD

Healthcare
99
+ 32.78%
$13.29 - $14.87 $1.32K - $1.47K
401 $5.63M
TVTX
Travere Therapeutics, Inc.

Healthcare
13
+ 20.97%
$24.22 - $36.47 $315 - $474
75 $2.87M
GTX
Garrett Motion Inc.

Consumer Cyclical
63
+ 86.3%
$12.49 - $17.55 $787 - $1.11K
136 $2.37M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
102
+ 3.29%
$14.62 - $15.79 $1.49K - $1.61K
3.2K $50.8M
Arista Networks Inc
129
+ 12.14%
N/A
1.19K $156M
PAX
Patria Investments LTD

Financial Services
58
+ 17.01%
$13.8 - $15.2 $800 - $882
399 $6.34M
OIS
Oil States International, Inc

Energy
100
+ 10.53%
$5.58 - $6.82 $558 - $682
1.05K $7.11M
NDSN
Nordson Corp

Industrials
4
+ 15.38%
$228.16 - $238.35 $913 - $953
30 $7.21M
GFL
Gfl Environmental Inc.

Industrials
34
+ 97.14%
$42.96 - $46.76 $1.46K - $1.59K
69 $2.96M
TKR
Timken CO

Industrials
7
+ 8.75%
$70.79 - $79.25 $496 - $555
87 $7.32M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
68
+ 6800.0%
$17.23 - $19.16 $1.17K - $1.3K
69 $1.31M
E
Eni Spa

Energy
3
+ 0.79%
$34.03 - $38.22 $102 - $115
385 $14.6M
BRZE
Braze, Inc.

Technology
36
New
$25.97 - $29.37 $935 - $1.06K
36 $1.24M
Site Ctrs Corp
248
+ 166.44%
N/A
397 $2.55M
ZION
Zions Bancorporation, National Association

Financial Services
9
+ 2.64%
$46.93 - $56.93 $422 - $512
350 $20.5M
MSGS
Madison Square Garden Sports Corp.

Communication Services
3
+ 23.08%
$214.39 - $232.63 $643 - $698
16 $4.14M
EMRAF
Emera Inc

Utilities
22
+ 29.73%
N/A
96 $4.73M
KROS
Keros Therapeutics, Inc.

Healthcare
53
+ 278.95%
$13.74 - $17.47 $728 - $926
72 $1.47M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
37
New
$27.71 - $34.0 $1.03K - $1.26K
37 $1.16M
ELY
Callaway Golf CO

Consumer Cyclical
91
+ 211.63%
N/A
134 $1.56M
TYL
Tyler Technologies Inc

Technology
3
+ 100.0%
$460.81 - $518.69 $1.38K - $1.56K
6 $2.72M
GFI
Gold Fields LTD

Basic Materials
22
+ 21.78%
$35.68 - $46.62 $785 - $1.03K
123 $5.37M
GLUE
Monte Rosa Therapeutics, Inc.

Healthcare
27
+ 32.14%
$7.38 - $14.36 $199 - $388
111 $1.74M
HBAN
Huntington Bancshares Inc

Financial Services
61
+ 12.66%
$15.16 - $17.21 $925 - $1.05K
543 $9.42M
Anglogold Ashanti PLC
4
+ 8.0%
N/A
54 $4.61M
NBR
Nabors Industries LTD

Energy
18
+ 225.0%
$36.99 - $53.9 $666 - $970
26 $1.41M
MGNI
Magnite, Inc.

Communication Services
66
New
$14.15 - $20.39 $934 - $1.35K
66 $1.07M
Liberty Global LTD
97
+ 4850.0%
N/A
99 $1.09M
BIDU
Baidu, Inc.

Communication Services
8
+ 88.89%
$116.0 - $144.91 $928 - $1.16K
17 $2.22M
DHT
Dht Holdings, Inc.

Energy
76
+ 18.45%
$11.2 - $13.67 $851 - $1.04K
488 $5.96M
WLK
Westlake Corp

Basic Materials
14
+ 350.0%
$62.56 - $82.37 $876 - $1.15K
18 $1.33M
KFY
Korn Ferry

Industrials
16
+ 160.0%
$64.22 - $71.33 $1.03K - $1.14K
26 $1.72M
INFY
Infosys LTD

Technology
33
+ 11.96%
$16.07 - $17.53 $530 - $578
309 $5.51M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
5
+ 3.21%
$42.31 - $46.37 $212 - $232
161 $7.69M
SU
Suncor Energy Inc

Energy
1
+ 0.27%
$38.17 - $44.36 $38.2 - $44.4
372 $16.5M
MNRO
Monro, Inc.

Consumer Cyclical
16
+ 4.95%
$14.65 - $18.53 $234 - $296
339 $6.79M
Sinclair Inc
64
New
N/A
64 $980K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
159
+ 38.97%
$4.68 - $5.64 $744 - $897
567 $3.15M
AIV
Apartment Investment & Management CO

Real Estate
164
New
$5.27 - $7.91 $864 - $1.3K
164 $975K
CNQ
Canadian Natural Resources LTD

Energy
14
+ 5.45%
$29.91 - $33.57 $419 - $470
271 $9.17M
ERIC
Ericsson Lm Telephone CO

Technology
24
+ 4.55%
$8.17 - $10.27 $196 - $246
552 $5.33M
STAG
Stag Industrial, Inc.

Real Estate
26
New
$35.5 - $39.43 $923 - $1.03K
26 $956K
FIVN
Five9, Inc.

Technology
59
+ 107.27%
$19.84 - $24.33 $1.17K - $1.44K
114 $2.29M
UFCS
United Fire Group Inc

Financial Services
3
+ 2.11%
$30.03 - $37.11 $90.1 - $111
145 $5.27M
TNDM
Tandem Diabetes Care Inc

Healthcare
23
+ 52.27%
$12.41 - $18.61 $285 - $428
67 $1.47M
TMP
Tompkins Financial Corp

Financial Services
11
+ 50.0%
$62.08 - $68.21 $683 - $750
33 $2.39M
KRNY
Kearny Financial Corp.

Financial Services
72
+ 15.65%
$6.36 - $6.85 $458 - $493
532 $3.94M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
36
New
$28.89 - $44.19 $1.04K - $1.59K
36 $915K
WIX
Wix.Com Ltd.

Technology
13
+ 216.67%
$125.29 - $153.79 $1.63K - $2K
19 $1.97M
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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