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
NTRA
Natera, Inc.

Healthcare
79
+ 12.19%
$160.21 - $209.5 $12.7K - $16.6K
727 $167M
CFLT
Confluent, Inc.

Technology
1.4K
+ 77.69%
$19.72 - $24.45 $27.7K - $34.3K
3.21K $97M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
610
New
$99.87 - $101.27 $60.9K - $61.8K
610 $60.9M
COF
Capital One Financial Corp

Financial Services
132
+ 13.79%
$201.01 - $225.01 $26.5K - $29.7K
1.09K $264M
WDC
Western Digital Corp

Technology
230
+ 59.74%
$113.13 - $174.22 $26K - $40.1K
615 $106M
DXCM
Dexcom Inc

Healthcare
899
+ 936.46%
$54.84 - $71.06 $49.3K - $63.9K
995 $66M
FTNT
Fortinet, Inc.

Technology
741
+ 246.18%
$80.54 - $87.52 $59.7K - $64.9K
1.04K $82.7M
MDB
Mongo Db, Inc.

Technology
36
+ 9.4%
$313.81 - $373.89 $11.3K - $13.5K
419 $176M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
38
+ 30.4%
$557.73 - $694.99 $21.2K - $26.4K
163 $126M
AMZN
Amazon Com Inc

Consumer Cyclical
127
+ 5.55%
$213.04 - $254.0 $27.1K - $32.3K
2.41K $557M
IBM
International Business Machines Corp

Technology
170
+ 69.39%
$275.97 - $314.98 $46.9K - $53.5K
415 $123M
WCN
Waste Connections, Inc.

Industrials
292
+ 912.5%
$165.31 - $178.47 $48.3K - $52.1K
324 $56.8M
PINS
Pinterest, Inc.

Communication Services
2.17K
+ 256.52%
$25.75 - $35.24 $55.7K - $76.3K
3.01K $77.9M
EXEL
Exelixis, Inc.

Healthcare
1.03K
+ 49.47%
$34.54 - $43.59 $35.6K - $45K
3.12K $137M
COP
Conocophillips

Energy
541
+ 52.88%
$85.66 - $95.46 $46.3K - $51.6K
1.56K $146M
ESTC
Elastic N.V.

Technology
726
+ 107.88%
$80.19 - $94.47 $58.2K - $68.6K
1.4K $106M
META
Meta Platforms, Inc.

Communication Services
105
+ 37.77%
$609.01 - $751.67 $63.9K - $78.9K
383 $253M
Qnity Electronics Inc
594
New
N/A
594 $48.5M
GTLB
Gitlab Inc.

Technology
1.27K
+ 2652.08%
$43.65 - $51.04 $55.6K - $65K
1.32K $49.6M
RL
Ralph Lauren Corp

Consumer Cyclical
69
+ 12.21%
$309.29 - $340.21 $21.3K - $23.5K
634 $224M
TXT
Textron Inc

Industrials
522
+ 175.17%
$79.42 - $87.34 $41.5K - $45.6K
820 $71.5M
GPS
Gap Inc

Consumer Cyclical
1.43K
+ 64.04%
N/A
3.66K $93.8M
FCX
Freeport Mcmoran Inc

Basic Materials
362
+ 15.16%
$38.65 - $43.31 $14K - $15.7K
2.75K $140M
CRM
Salesforce, Inc.

Technology
162
+ 167.01%
$235.69 - $263.41 $38.2K - $42.7K
259 $68.6M
CIEN
Ciena Corp

Technology
38
+ 9.18%
$151.45 - $209.52 $5.76K - $7.96K
452 $106M
G
Genpact LTD

Technology
785
+ 47.06%
$37.89 - $45.54 $29.7K - $35.7K
2.45K $115M
Sandisk Corp
1
+ 0.28%
N/A
356 $84.5M
JLL
Jones Lang Lasalle Inc

Real Estate
132
+ 13200.0%
$283.23 - $316.99 $37.4K - $41.8K
133 $44.8M
IQV
Iqvia Holdings Inc.

Healthcare
94
+ 14.4%
$198.17 - $223.55 $18.6K - $21K
747 $168M
FIVE
Five Below, Inc

Consumer Cyclical
129
+ 22.95%
$138.49 - $161.57 $17.9K - $20.8K
691 $130M
CCK
Crown Holdings Inc

Consumer Cyclical
354
+ 33.62%
$90.21 - $100.97 $31.9K - $35.7K
1.41K $145M
GIS
General Mills Inc

Consumer Defensive
947
+ 344.36%
$45.98 - $50.93 $43.5K - $48.2K
1.22K $56.8M
PB
Prosperity Bancshares Inc

Financial Services
607
+ 179.59%
$61.89 - $67.53 $37.6K - $41K
945 $65.3M
NYT
New York Times CO

Communication Services
536
+ 116.78%
$54.66 - $64.49 $29.3K - $34.6K
995 $69.1M
DAL
Delta Air Lines, Inc.

Industrials
344
+ 24.12%
$55.65 - $62.32 $19.1K - $21.4K
1.77K $123M
Viking Holdings LTD
585
New
N/A
585 $41.8M
ALGN
Align Technology Inc

Healthcare
237
+ 156.95%
$125.79 - $144.49 $29.8K - $34.2K
388 $60.6M
PANW
Palo Alto Networks Inc

Technology
282
+ 49.82%
$204.77 - $221.38 $57.7K - $62.4K
848 $156M
AA
Alcoa Corp

Basic Materials
730
+ 2281.25%
$33.79 - $40.14 $24.7K - $29.3K
762 $40.5M
SF
Stifel Financial Corp

Financial Services
288
+ 158.24%
$107.06 - $125.02 $30.8K - $36K
470 $58.9M
IVV
Ishares Core S&P 500 ETF

ETFs
30
+ 2.71%
$656.2 - $690.71 $19.7K - $20.7K
1.14K $777M
LYB
Lyondell Basell Industries N.V.

Basic Materials
880
+ 1571.43%
$42.38 - $49.47 $37.3K - $43.5K
936 $40.5M
USB
Us Bancorp \De\

Financial Services
632
+ 85.64%
$45.28 - $48.26 $28.6K - $30.5K
1.37K $73.1M
FTI
Technip Fmc PLC

Energy
357
+ 8.63%
$35.57 - $43.74 $12.7K - $15.6K
4.5K $200M
Unilever PLC
564
New
N/A
564 $36.9M
FRPT
Freshpet, Inc.

Consumer Defensive
600
+ 2307.69%
$48.35 - $57.51 $29K - $34.5K
626 $38.1M
JEF
Jefferies Financial Group Inc.

Financial Services
598
+ 433.33%
$48.8 - $63.49 $29.2K - $38K
736 $45.6M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
373
+ 214.37%
$92.28 - $109.23 $34.4K - $40.7K
547 $55.5M
JPM
Jpmorgan Chase & CO

Financial Services
100
+ 19.05%
$294.11 - $320.41 $29.4K - $32K
625 $201M
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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