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
LZ
Legalzoom.Com, Inc.

Industrials
108
+ 29.03%
$9.62 - $10.93 $1.04K - $1.18K
480 $4.77M
Thomson Reuters Corp
12
+ 41.38%
N/A
41 $5.41M
DBI
Designer Brands Inc.

Consumer Cyclical
18
+ 9.14%
$3.18 - $4.08 $57.2 - $73.4
215 $1.6M
ANNX
Annexon, Inc.

Healthcare
156
+ 283.64%
$2.68 - $3.54 $418 - $552
211 $1.06M
NOK
Nokia Corp

Technology
118
+ 153.25%
$4.82 - $7.77 $569 - $917
195 $1.26M
MD
Mednax, Inc.

Healthcare
5
+ 2.96%
$15.8 - $23.15 $79 - $116
174 $3.72M
Centuri Holdings Inc
11
+ 7.38%
N/A
160 $4.04M
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
15
+ 57.69%
$51.43 - $60.71 $771 - $911
41 $2.26M
KEP
Korea Electric Power Corp

Utilities
18
+ 10.84%
$12.51 - $16.73 $225 - $301
184 $3.04M
CMPO
Compo Secure, Inc.

Industrials
46
+ 287.5%
$19.08 - $22.08 $878 - $1.02K
62 $1.2M
SLP
Simulations Plus, Inc.

Healthcare
47
New
$14.76 - $18.31 $694 - $861
47 $857K
EBS
Emergent Bio Solutions Inc.

Healthcare
15
+ 7.94%
$9.07 - $12.84 $136 - $193
204 $2.52M
RKT
Rocket Companies, Inc.

Financial Services
44
+ 65.67%
$15.61 - $19.59 $687 - $862
111 $2.15M
EME
Emcor Group, Inc.

Industrials
7
+ 7.69%
$618.96 - $777.0 $4.33K - $5.44K
98 $60M
BFH
Bread Financial Holdings, Inc.

Financial Services
6
+ 27.27%
$54.08 - $66.26 $324 - $398
28 $2.07M
MATV
Schweitzer Mauduit International Inc

Basic Materials
11
+ 1.3%
$9.72 - $13.21 $107 - $145
860 $10.4M
James Hardie Inds PLC
32
+ 28.83%
N/A
143 $2.97M
CTRN
Citi Trends Inc

Consumer Cyclical
18
+ 225.0%
$31.16 - $40.47 $561 - $728
26 $1.08M
NBN
Northeast Bk Lewiston Me Com

Financial Services
8
New
$84.09 - $98.5 $673 - $788
8 $832K
ZTO
Zto Express (Cayman) Inc.

Industrials
32
+ 33.68%
$18.5 - $19.36 $592 - $620
127 $2.65M
VTOL
Bristow Group Inc.

Energy
22
+ 91.67%
$36.4 - $42.71 $801 - $940
46 $1.69M
AMCX
Amc Networks Inc.

Communication Services
80
+ 195.12%
$7.07 - $8.27 $566 - $662
121 $1.15M
CDNA
Care Dx, Inc.

Healthcare
13
+ 9.85%
$14.28 - $16.78 $186 - $218
145 $2.73M
HTH
Hilltop Holdings Inc.

Financial Services
17
+ 3.94%
$31.04 - $33.89 $528 - $576
449 $15.2M
Howard Hughes Holdings Inc
10
New
N/A
10 $798K
ACT
Enact Holdings, Inc.

Financial Services
6
+ 1.4%
$34.93 - $37.86 $210 - $227
435 $17.2M
DECK
Deckers Outdoor Corp

Consumer Cyclical
2
+ 0.79%
$79.54 - $103.8 $159 - $208
256 $26.5M
RTO
Rentokil Initial PLC

Industrials
10
+ 8.47%
$25.45 - $29.68 $255 - $297
128 $3.77M
AROC
Archrock, Inc.

Energy
34
+ 9.97%
$23.51 - $25.87 $799 - $880
375 $9.76M
ITGR
Integer Holdings Corp

Healthcare
10
New
$63.32 - $109.11 $633 - $1.09K
10 $785K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
37
+ 2.71%
$5.32 - $6.64 $197 - $246
1.4K $8.99M
ACIW
Aci Worldwide, Inc.

Technology
20
+ 57.14%
$46.97 - $53.62 $939 - $1.07K
55 $2.63M
FFIC
Flushing Financial Corp

Financial Services
33
+ 15.87%
$12.49 - $15.43 $412 - $509
241 $3.66M
SYNA
Synaptics Inc

Technology
6
+ 10.34%
$62.02 - $72.85 $372 - $437
64 $4.74M
FIGS
Figs, Inc.

Consumer Cyclical
10
+ 7.19%
$6.78 - $10.02 $67.8 - $100
149 $1.69M
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
11
+ 64.71%
$47.85 - $54.81 $526 - $603
28 $1.66M
Ceribell Inc
34
New
N/A
34 $746K
Cushman And Wakefield LTD
46
New
N/A
46 $745K
SABR
Sabre Corp

Consumer Cyclical
581
+ 518.75%
$1.7 - $2.18 $988 - $1.27K
693 $943K
BIO
Bio Rad Laboratories, Inc.

Healthcare
1
+ 5.26%
$294.24 - $339.75 $294 - $340
20 $6.06M
AL
Air Lease Corp

Industrials
7
+ 1.52%
$63.5 - $63.9 $445 - $447
469 $30.1M
PHI
Pldt Inc.

Communication Services
14
+ 10.29%
$18.68 - $21.11 $262 - $296
150 $3.26M
KWR
Quaker Chemical Corp

Basic Materials
3
+ 5.56%
$125.67 - $142.65 $377 - $428
57 $7.83M
WNC
Wabash National Corp

Industrials
82
New
$7.58 - $9.8 $622 - $804
82 $710K
ESI
Element Solutions Inc

Basic Materials
34
+ 4.35%
$23.94 - $27.74 $814 - $943
815 $20.4M
Bunge Global Sa
4
+ 8.89%
N/A
49 $4.37M
ZUMZ
Zumiez Inc

Consumer Cyclical
21
+ 84.0%
$19.16 - $23.09 $402 - $485
46 $1.2M
LADR
Ladder Capital Corp

Real Estate
64
+ 228.57%
$10.37 - $11.03 $664 - $706
92 $1.01M
CBL
Cbl & Associates Properties Inc

Real Estate
10
+ 19.23%
$28.1 - $32.8 $281 - $328
62 $2.29M
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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