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
Satellogic Inc
32
New
N/A
32 $60K
AFG
American Financial Group Inc

Financial Services
1
+ 11.11%
$129.81 - $148.71 $130 - $149
10 $1.31M
ELMD
Electromed, Inc.

Healthcare
2
New
$24.01 - $26.35 $48 - $52.7
2 $59K
LE
Lands' End, Inc.

Consumer Cyclical
4
+ 133.33%
N/A
7 $102K
EBMT
Eagle Bancorp Montana, Inc.

Financial Services
1
+ 7.14%
$16.04 - $17.12 $16 - $17.1
15 $299K
MYFW
First Western Financial Inc

Financial Services
1
+ 12.5%
$22.06 - $23.71 $22.1 - $23.7
9 $242K
DK
Delek Us Holdings, Inc.

Energy
2
+ 100.0%
$31.53 - $41.7 $63.1 - $83.4
4 $119K
BWFG
Bankwell Financial Group, Inc.

Financial Services
1
+ 25.0%
$40.83 - $45.5 $40.8 - $45.5
5 $230K
CCNE
Cnb Financial Corp

Financial Services
2
New
$23.17 - $25.04 $46.3 - $50.1
2 $53K
ASPN
Aspen Aerogels Inc

Industrials
18
New
$3.06 - $8.74 $55.1 - $157
18 $51K
BOC
Boston Omaha Corp

Communication Services
4
New
$11.51 - $14.08 $46 - $56.3
4 $50K
Carlsmed Inc
4
New
N/A
4 $50K
EVH
Evolent Health, Inc.

Healthcare
18
+ 360.0%
$4.16 - $8.25 $74.9 - $149
23 $92K
Alerus Finl Corp
1
+ 1.59%
N/A
64 $1.44M
NNOX
Nano X Imaging Ltd.

Healthcare
16
New
$2.92 - $4.37 $46.7 - $69.9
16 $45K
MVBF
Mvb Financial Corp

Financial Services
1
+ 4.55%
$25.15 - $27.03 $25.2 - $27
23 $595K
AVNW
Aviat Networks, Inc.

Technology
2
+ 100.0%
$21.04 - $26.05 $42.1 - $52.1
4 $86K
BMRC
Bank Of Marin Bancorp

Financial Services
1
+ 12.5%
$22.7 - $26.39 $22.7 - $26.4
9 $235K
IBRX
Immunity Bio, Inc.

Healthcare
20
New
$2.0 - $2.66 $40 - $53.2
20 $40K
Nb Bancorp Inc
2
New
N/A
2 $40K
Fb Bancorp Inc
3
New
N/A
3 $39K
GES
Guess Inc

Consumer Cyclical
1
+ 0.18%
$16.72 - $17.05 $16.7 - $17.1
564 $9.45M
Aebi Schmidt Hldg Ag
3
New
N/A
3 $38K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
4
+ 133.33%
$9.82 - $11.06 $39.3 - $44.2
7 $71K
TBPH
Theravance Biopharma, Inc.

Healthcare
2
New
$13.85 - $18.5 $27.7 - $37
2 $38K
ISTR
Investar Holding Corp

Financial Services
1
+ 33.33%
$21.52 - $24.74 $21.5 - $24.7
4 $107K
REAX
Real Brokerage Inc

Real Estate
10
New
$3.47 - $4.26 $34.7 - $42.6
10 $37K
XRX
Xerox Holdings Corp

Technology
15
New
$2.75 - $3.88 $41.3 - $58.2
15 $36K
BTMD
Biote Corp.

Healthcare
17
+ 70.83%
$2.46 - $3.19 $41.8 - $54.2
41 $107K
MYO
Myomo, Inc.

Healthcare
37
New
$0.81 - $1.18 $30 - $43.7
37 $34K
SYNL
Synalloy Corp
2
New
N/A
2 $33K
Opendoor Technologies Inc
36
New
N/A
36 $33K
Net Power Inc
14
New
N/A
14 $32K
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
5
New
$7.27 - $23.16 $36.3 - $116
5 $31K
LCNB
Lcnb Corp

Financial Services
1
+ 10.0%
$14.35 - $15.63 $14.4 - $15.6
11 $181K
Ponce Financial Group Inc
1
+ 11.11%
N/A
10 $164K
LILA
Liberty Latin America Ltd.

Communication Services
4
New
$7.6 - $8.6 $30.4 - $34.4
4 $30K
SKIN
Beauty Health CO

Consumer Defensive
108
+ 53.73%
$1.28 - $1.78 $138 - $192
309 $430K
BRSP
Bright Spire Capital, Inc.

Real Estate
1
+ 0.71%
$5.07 - $5.47 $5.07 - $5.47
141 $790K
GEO
Geo Group Inc

Real Estate
6
+ 37.5%
$14.58 - $21.62 $87.5 - $130
22 $355K
SWKH
Swk Holdings Corp

Financial Services
1
+ 25.0%
$14.29 - $16.94 $14.3 - $16.9
5 $86K
CLVT
Clarivate PLC

Technology
7
New
$3.24 - $3.89 $22.7 - $27.2
7 $24K
EMBC
Embecta Corp.

Healthcare
2
New
$13.34 - $14.71 $26.7 - $29.4
2 $24K
SMTI
Sanara Med Tech Inc.

Healthcare
1
New
$19.61 - $32.33 $19.6 - $32.3
1 $24K
ADCT
Adc Therapeutics Sa

Healthcare
9
+ 42.86%
$3.96 - $4.63 $35.6 - $41.7
30 $106K
Ingram Micro Hldg Corp
1
+ 100.0%
N/A
2 $43K
TLS
Telos Corp

Technology
8
+ 72.73%
$5.85 - $7.76 $46.8 - $62.1
19 $97K
ZVIA
Zevia Pbc

Consumer Defensive
9
New
$2.27 - $2.71 $20.4 - $24.4
9 $21K
DOUG
Douglas Elliman Inc.

Real Estate
8
New
$2.34 - $2.98 $18.7 - $23.8
8 $19K
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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