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
VCTR
Victory Capital Holdings, Inc.

Financial Services
5
+ 21.74%
$61.21 - $69.07 $306 - $345
28 $1.77M
South Plains Financial Inc
7
New
N/A
7 $272K
BVS
Bioventus Inc.

Healthcare
31
+ 57.41%
$6.51 - $7.65 $202 - $237
85 $633K
Global Med Reit Inc
8
New
N/A
8 $270K
AGYS
Agilysys Inc

Technology
1
+ 9.09%
$100.37 - $141.12 $100 - $141
12 $1.43M
GRFS
Grifols Sa

Healthcare
32
+ 66.67%
$8.36 - $10.02 $268 - $321
80 $748K
AVPT
Ave Point, Inc.

Technology
30
+ 22.56%
$12.08 - $15.25 $362 - $458
163 $2.27M
BRX
Brixmor Property Group Inc.

Real Estate
19
+ 11.8%
N/A
180 $4.72M
TME
Tencent Music Entertainment Group

Communication Services
24
+ 85.71%
$18.68 - $23.71 $448 - $569
52 $912K
RICK
Rci Hospitality Holdings, Inc.

Consumer Cyclical
18
+ 69.23%
$23.72 - $31.19 $427 - $561
44 $1.05M
MNSO
Miniso Group Holding LTD

Consumer Cyclical
14
+ 280.0%
$20.67 - $22.75 $289 - $319
19 $357K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
26
New
$6.88 - $10.36 $179 - $269
26 $243K
ASTS
Ast Space Mobile, Inc.

Communication Services
1
+ 14.29%
$56.94 - $99.21 $56.9 - $99.2
8 $582K
Circle Internet Group Inc
3
New
N/A
3 $238K
ZGN
Ermenegildo Zegna N.V.

Consumer Cyclical
23
New
$8.76 - $10.52 $201 - $242
23 $236K
BRC
Brady Corp

Industrials
3
+ 300.0%
$72.5 - $79.48 $218 - $238
4 $314K
Outfront Media Inc
3
+ 10.71%
N/A
31 $748K
APAM
Artisan Partners Asset Management Inc.

Financial Services
6
+ 150.0%
$42.3 - $45.19 $254 - $271
10 $408K
GABC
German American Bancorp, Inc.

Financial Services
6
+ 75.0%
$37.42 - $40.22 $225 - $241
14 $549K
TCMD
Tactile Systems Technology Inc

Healthcare
7
+ 350.0%
$13.83 - $24.89 $96.8 - $174
9 $261K
TCOM
Trip.Com Group LTD

Consumer Cyclical
5
+ 12.82%
$69.81 - $75.18 $349 - $376
44 $3.17M
MYE
Myers Industries Inc

Consumer Cyclical
7
+ 12.96%
$15.76 - $18.09 $110 - $127
61 $1.14M
SHO
Sunstone Hotel Investors, Inc.

Real Estate
30
+ 31.58%
N/A
125 $1.12M
TRC
Tejon Ranch CO

Industrials
15
+ 31.25%
$15.53 - $16.47 $233 - $247
63 $994K
VITL
Vital Farms, Inc.

Consumer Defensive
7
New
$32.18 - $43.95 $225 - $308
7 $224K
FBIZ
First Business Financial Services, Inc.

Financial Services
3
+ 15.79%
$48.55 - $52.74 $146 - $158
22 $1.2M
SLVM
Sylvamo Corp

Basic Materials
4
+ 57.14%
$39.24 - $46.93 $157 - $188
11 $530K
EBR
Brazilian Electric Power CO

Utilities
28
+ 51.85%
$9.45 - $11.03 $265 - $309
82 $752K
Madison Square Garden Entmt
4
New
N/A
4 $216K
BDN
Brandywine Realty Trust

Real Estate
87
+ 280.65%
$3.25 - $4.18 $283 - $364
118 $345K
UVSP
Univest Financial Corp

Financial Services
2
+ 3.64%
$28.3 - $30.95 $56.6 - $61.9
57 $1.87M
Intuitive Machines Inc
13
New
N/A
13 $211K
SKY
Skyline Champion Corp

Consumer Cyclical
2
+ 40.0%
$64.26 - $84.03 $129 - $168
7 $592K
LXFR
Luxfer Holdings PLC

Industrials
17
+ 30.91%
$12.07 - $13.8 $205 - $235
72 $975K
FHI
Federated Hermes, Inc.

Financial Services
4
+ 133.33%
$47.3 - $52.93 $189 - $212
7 $365K
FMX
Mexican Economic Development Inc

Consumer Defensive
1
+ 2.27%
$92.13 - $97.37 $92.1 - $97.4
45 $4.55M
TIPT
Tiptree Inc.

Financial Services
12
+ 66.67%
$17.16 - $19.19 $206 - $230
30 $549K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
23
New
$8.44 - $9.09 $194 - $209
23 $199K
Brookfield Asset Managmt LTD
4
+ 133.33%
N/A
7 $367K
LBRDA
Liberty Broadband Corp

Communication Services
4
New
$46.68 - $65.0 $187 - $260
4 $194K
ANIK
Anika Therapeutics, Inc.

Healthcare
19
+ 37.25%
$9.0 - $10.1 $171 - $192
70 $673K
BFST
Business First Bancshares, Inc.

Financial Services
1
+ 1.52%
$22.81 - $25.26 $22.8 - $25.3
67 $1.75M
Synchronoss Technologies Inc
22
+ 1100.0%
N/A
24 $206K
BP
Bp PLC

Energy
3
+ 0.97%
$32.78 - $37.35 $98.3 - $112
311 $10.8M
GBX
Greenbrier Companies Inc

Industrials
4
+ 400.0%
$41.29 - $46.3 $165 - $185
5 $234K
NWN
Northwest Natural Holding CO

Utilities
4
New
$43.68 - $48.26 $175 - $193
4 $187K
Astera Labs Inc
2
+ 40.0%
N/A
7 $1.17M
KODK
Eastman Kodak CO

Industrials
1
+ 1.16%
$5.85 - $8.65 $5.85 - $8.65
87 $737K
ATNI
Atn International, Inc.

Communication Services
7
+ 233.33%
$14.1 - $19.85 $98.7 - $139
10 $228K
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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