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
Ftai Aviation LTD
2
+ 50.0%
N/A
6 $1.18M
SD
Sandridge Energy Inc

Energy
31
+ 147.62%
$11.25 - $14.43 $349 - $447
52 $751K
MSI
Motorola Solutions, Inc.

Technology
3
+ 37.5%
$379.98 - $462.26 $1.14K - $1.39K
11 $4.22M
UHAL
Amerco

Industrials
23
+ 23.47%
$51.19 - $57.43 $1.18K - $1.32K
121 $6.1M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
5
+ 45.45%
N/A
16 $1.43M
Liberty Live Holdings Inc
6
New
N/A
6 $499K
LNN
Lindsay Corp

Industrials
5
+ 125.0%
$109.48 - $141.82 $547 - $709
9 $1.06M
PCOR
Procore Technologies, Inc.

Technology
7
+ 8.97%
$69.59 - $79.6 $487 - $557
85 $6.18M
MET
Metlife Inc

Financial Services
25
+ 5.88%
$75.97 - $82.89 $1.9K - $2.07K
450 $35.5M
NU
Nu Holdings Ltd.

Financial Services
20
+ 9.17%
$14.73 - $16.39 $295 - $328
238 $3.99M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
10
+ 14.29%
$154.86 - $176.69 $1.55K - $1.77K
80 $12.7M
GO
Grocery Outlet Holding Corp.

Consumer Defensive
62
+ 269.57%
$11.19 - $16.47 $694 - $1.02K
85 $859K
Liberty Live Holdings Inc
6
New
N/A
6 $489K
VIV
Telefonica Brasil S.A.

Communication Services
41
+ 1025.0%
$11.74 - $13.21 $481 - $542
45 $534K
UBSI
United Bankshares Inc

Financial Services
12
+ 85.71%
$34.31 - $37.58 $412 - $451
26 $999K
WSFS
Wsfs Financial Corp

Financial Services
8
+ 28.57%
$50.35 - $55.45 $403 - $444
36 $1.99M
WLY
John Wiley & Sons, Inc.

Communication Services
22
+ 110.0%
$35.6 - $40.15 $783 - $883
42 $1.29M
UHT
Universal Health Realty Income Trust

Real Estate
12
+ 26.09%
$35.33 - $39.57 $424 - $475
58 $2.28M
ROG
Rogers Corp

Technology
3
+ 17.65%
$78.35 - $88.27 $235 - $265
20 $1.83M
CMRE
Costamare Inc.

Industrials
9
+ 10.98%
$10.87 - $14.7 $97.8 - $132
91 $1.44M
RNGR
Ranger Energy Services, Inc.

Energy
33
+ 44.59%
$12.37 - $14.1 $408 - $465
107 $1.5M
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
30
New
$15.13 - $18.66 $454 - $560
30 $453K
TECK
Teck Resources LTD

Basic Materials
7
+ 24.14%
$41.09 - $44.57 $288 - $312
36 $1.73M
Tilray Brands Inc
50
New
N/A
50 $452K
XP
Xp Inc.

Financial Services
33
+ 89.19%
$15.81 - $19.8 $522 - $653
70 $1.15M
Rigel Pharmaceuticals Inc
1
+ 3.57%
N/A
29 $1.24M
RXST
Rx Sight, Inc.

Healthcare
43
New
$7.51 - $10.71 $323 - $461
43 $449K
OXM
Oxford Industries Inc

Consumer Cyclical
13
New
$35.01 - $40.72 $455 - $529
13 $445K
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
4
+ 1.79%
$29.65 - $32.15 $119 - $129
227 $7.41M
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
93
+ 74.4%
$5.54 - $6.18 $515 - $575
218 $1.19M
ERJ
Embraer S.A.

Industrials
6
+ 46.15%
$56.04 - $66.93 $336 - $402
19 $1.22M
SATS
Echo Star Corp

Technology
4
New
$67.4 - $79.5 $270 - $318
4 $435K
HNI
Hni Corp

Industrials
11
+ 183.33%
$39.04 - $47.13 $429 - $518
17 $715K
PNW
Pinnacle West Capital Corp

Utilities
6
+ 5.61%
$87.64 - $93.71 $526 - $562
113 $10M
FNKO
Funko, Inc.

Consumer Cyclical
124
New
$2.89 - $3.74 $358 - $464
124 $422K
ALX
Alexanders Inc

Real Estate
2
+ 200.0%
$216.52 - $243.45 $433 - $487
3 $654K
CENTA
Central Garden & Pet Company C

Consumer Defensive
15
+ 25.42%
$26.27 - $29.31 $394 - $440
74 $2.16M
BBUC
Brookfield Business Corp

Financial Services
11
+ 157.14%
$31.22 - $37.76 $343 - $415
18 $646K
DNOW
Now Inc.

Energy
31
New
$12.49 - $15.91 $387 - $493
31 $411K
MNKD
Mannkind Corp

Healthcare
38
+ 5.86%
$4.88 - $6.06 $185 - $230
686 $3.89M
WAFD
Washington Federal Inc

Financial Services
10
+ 19.23%
$27.83 - $30.68 $278 - $307
62 $1.99M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
1
+ 7.69%
$40.77 - $54.55 $40.8 - $54.6
14 $964K
DOCN
Digital Ocean Holdings, Inc.

Technology
2
+ 9.09%
$35.87 - $51.67 $71.7 - $103
24 $1.16M
TTD
Trade Desk, Inc.

Technology
30
+ 45.45%
$41.93 - $54.13 $1.26K - $1.62K
96 $3.65M
ARVN
Arvinas, Inc.

Healthcare
3
+ 2.8%
$9.13 - $11.21 $27.4 - $33.6
110 $1.31M
WMG
Warner Music Group Corp.

Communication Services
14
+ 127.27%
$29.75 - $34.24 $417 - $479
25 $767K
THFF
First Financial Corp

Financial Services
5
+ 22.73%
$51.56 - $57.3 $258 - $287
27 $1.63M
GHC
Graham Holdings CO

Consumer Defensive
1
+ 11.11%
$949.84 - $1161.41 $950 - $1.16K
10 $11M
VRRM
Verra Mobility Corp

Industrials
23
+ 41.82%
$22.67 - $24.79 $521 - $570
78 $1.75M
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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