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
MITK
Mitek Systems Inc

Technology
31
+ 41.89%
$8.97 - $9.79 $278 - $303
105 $1.11M
VREX
Varex Imaging Corp

Healthcare
49
+ 19.76%
$10.81 - $12.46 $530 - $611
297 $3.46M
GDRX
Good Rx Holdings, Inc.

Healthcare
141
New
$2.97 - $5.03 $419 - $709
141 $383K
WINA
Winmark Corp

Consumer Cyclical
3
+ 33.33%
$392.72 - $517.89 $1.18K - $1.55K
12 $4.86M
SSL
Sasol LTD

Basic Materials
55
+ 78.57%
$5.33 - $7.05 $293 - $388
125 $814K
TASK
Task Us, Inc.

Technology
38
+ 316.67%
$11.71 - $17.73 $445 - $674
50 $590K
ICLR
Icon PLC

Healthcare
2
+ 200.0%
$157.68 - $193.89 $315 - $388
3 $547K
GSHD
Goosehead Insurance, Inc.

Financial Services
5
New
$65.2 - $74.2 $326 - $371
5 $369K
EQBK
Equity Bancshares Inc

Financial Services
1
+ 1.22%
N/A
83 $3.71M
IVT
Inven Trust Properties Corp.

Real Estate
13
New
$27.24 - $28.92 $354 - $376
13 $367K
POWI
Power Integrations Inc

Technology
22
+ 24.72%
$34.6 - $48.83 $761 - $1.07K
111 $3.95M
CARG
Car Gurus, Inc.

Communication Services
8
+ 17.02%
$33.13 - $38.21 $265 - $306
55 $2.11M
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
71
+ 56.35%
$9.12 - $12.01 $648 - $853
197 $1.9M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
45
+ 1125.0%
$7.48 - $9.49 $337 - $427
49 $390K
GNL
Global Net Lease, Inc.

Real Estate
41
New
$7.55 - $8.19 $310 - $336
41 $353K
GDS
Gds Holdings LTD

Technology
10
New
$29.66 - $41.35 $297 - $414
10 $349K
OFIX
Orthofix Medical Inc.

Healthcare
22
+ 81.48%
$14.02 - $16.23 $308 - $357
49 $743K
BCE
Bce Inc

Communication Services
13
+ 15.48%
$22.29 - $24.26 $290 - $315
97 $2.31M
CAC
Camden National Corp

Financial Services
4
+ 11.11%
$35.45 - $39.46 $142 - $158
40 $1.74M
GAMB
Gambling.Com Group LTD

Consumer Cyclical
63
New
$5.21 - $8.3 $328 - $523
63 $344K
TRST
Trustco Bank Corp N Y

Financial Services
2
+ 3.85%
$34.65 - $40.11 $69.3 - $80.2
54 $2.23M
OSBC
Old Second Bancorp Inc

Financial Services
8
+ 9.52%
$16.71 - $18.61 $134 - $149
92 $1.79M
LRMR
Larimar Therapeutics, Inc.

Healthcare
8
+ 1.49%
$3.22 - $4.87 $25.8 - $39
544 $2.07M
KMPH
Kempharm, Inc

Healthcare
42
+ 63.64%
N/A
108 $968K
HBNC
Horizon Bancorp Inc

Financial Services
14
+ 13.33%
$15.04 - $16.6 $211 - $232
119 $2.02M
Fidelis Insurance Holdings L
14
+ 32.56%
N/A
57 $1.12M
CVBF
Cvb Financial Corp

Financial Services
18
+ 900.0%
$18.05 - $19.28 $325 - $347
20 $372K
Kindercare Learning Companie
143
+ 117.21%
N/A
265 $1.15M
Amrize LTD
3
+ 10.0%
N/A
33 $1.79M
CHCT
Community Healthcare Trust Inc

Real Estate
17
+ 38.64%
$13.31 - $15.38 $226 - $261
61 $1M
VRE
Veris Residential, Inc.

Real Estate
25
+ 17.36%
$14.3 - $15.34 $358 - $384
169 $2.51M
EBF
Ennis, Inc.

Industrials
18
New
$16.4 - $18.28 $295 - $329
18 $325K
CBRE
Cbre Group, Inc.

Real Estate
1
+ 1.96%
$149.99 - $164.2 $150 - $164
52 $8.31M
PLUS
Eplus Inc

Technology
1
+ 7.14%
$69.62 - $91.55 $69.6 - $91.6
15 $1.32M
FTS
Fortis Inc.

Utilities
3
+ 2.19%
$49.81 - $52.65 $149 - $158
140 $7.27M
TREE
Lending Tree, Inc.

Financial Services
6
New
$49.12 - $65.74 $295 - $394
6 $319K
EXFY
Expensify, Inc.

Technology
218
+ 622.86%
$1.36 - $1.8 $296 - $392
253 $383K
FRBA
First Bank (Nj) Common Stock

Financial Services
19
+ 111.76%
$15.04 - $15.97 $286 - $303
36 $593K
OPAL
Opal Fuels Inc.

Utilities
124
+ 91.18%
$2.02 - $2.78 $250 - $345
260 $613K
IP
International Paper CO

Consumer Cyclical
18
+ 31.58%
$36.32 - $49.1 $654 - $884
75 $2.96M
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
64
+ 120.75%
$5.92 - $7.71 $379 - $493
117 $690K
NHI
National Health Investors Inc

Real Estate
4
New
$72.47 - $79.82 $290 - $319
4 $306K
MNDY
Monday.Com Ltd.

Technology
3
+ 100.0%
$159.11 - $205.24 $477 - $616
6 $886K
FDBC
Fidelity D & D Bancorp Inc

Financial Services
7
+ 87.5%
$41.29 - $44.98 $289 - $315
15 $653K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
16
+ 10.32%
$12.3 - $14.06 $197 - $225
171 $2.42M
Diversified Energy CO
20
New
N/A
20 $290K
TBLA
Taboola.Com Ltd.

Communication Services
41
+ 51.25%
$3.05 - $4.18 $125 - $171
121 $558K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
1
New
$253.44 - $312.09 $253 - $312
1 $284K
COLL
Collegium Pharmaceutical, Inc

Healthcare
6
New
$32.04 - $47.35 $192 - $284
6 $278K
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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