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
KRT
Karat Packaging Inc.

Consumer Cyclical
1
+ 4.55%
$21.95 - $25.64 $22 - $25.6
23 $520K
Brookfield Corp
17
+ 47.22%
N/A
53 $2.43M
AEE
Ameren Corp

Utilities
2
+ 3.7%
$101.28 - $105.72 $203 - $211
56 $5.59M
APPS
Digital Turbine, Inc.

Technology
5
+ 8.62%
$5.05 - $7.29 $25.3 - $36.5
63 $315K
ZIP
Ziprecruiter, Inc.

Industrials
1
+ 0.53%
$3.85 - $4.82 $3.85 - $4.82
191 $745K
TU
Telus Corp

Communication Services
13
+ 12.62%
$14.54 - $15.83 $189 - $206
116 $1.53M
LRN
Stride, Inc.

Consumer Defensive
2
+ 66.67%
$64.1 - $153.53 $128 - $307
5 $325K
EDIT
Editas Medicine, Inc.

Healthcare
15
+ 11.63%
$2.47 - $4.15 $37.1 - $62.3
144 $296K
OEC
Orion Engineered Carbons S.A.

Basic Materials
24
+ 18.05%
$4.5 - $7.33 $108 - $176
157 $829K
Solid Biosciences Inc
18
+ 3.19%
N/A
582 $3.28M
HSY
Hershey CO

Consumer Defensive
2
+ 1.79%
$162.31 - $195.56 $325 - $391
114 $20.7M
OPK
Opko Health, Inc.

Healthcare
6
+ 0.69%
$1.28 - $1.58 $7.68 - $9.48
872 $1.1M
IBKR
Interactive Brokers Group, Inc.

Financial Services
2
+ 2.38%
$64.77 - $73.08 $130 - $146
86 $5.55M
VYGR
Voyager Therapeutics, Inc.

Healthcare
1
+ 0.27%
$3.98 - $5.42 $3.98 - $5.42
365 $1.44M
TSCO
Tractor Supply CO

Consumer Cyclical
1
+ 2.04%
$52.49 - $56.37 $52.5 - $56.4
50 $2.5M
SAH
Sonic Automotive Inc

Consumer Cyclical
1
+ 4.0%
$59.68 - $77.84 $59.7 - $77.8
26 $1.61M
LYV
Live Nation Entertainment, Inc.

Communication Services
1
+ 4.76%
$134.79 - $158.88 $135 - $159
22 $3.14M
AOS
Smith A O Corp

Industrials
55
+ 8.97%
$64.74 - $73.54 $3.56K - $4.04K
668 $44.7M
NSP
Insperity, Inc.

Industrials
30
+ 19.87%
$32.66 - $49.35 $980 - $1.48K
181 $7.01M
ALV
Autoliv Inc

Consumer Cyclical
8
+ 2.8%
$115.59 - $128.01 $925 - $1.02K
294 $34.9M
PBA
Pembina Pipeline Corp

Energy
3
+ 1.28%
$37.12 - $42.09 $111 - $126
238 $9.06M
NTGR
Netgear, Inc.

Technology
1
+ 1.39%
$27.55 - $36.01 $27.6 - $36
73 $1.79M
XYL
Xylem Inc.

Industrials
4
+ 2.88%
$142.73 - $152.95 $571 - $612
143 $19.5M
MYGN
Myriad Genetics Inc

Healthcare
74
+ 5.38%
$6.3 - $8.18 $466 - $605
1.45K $8.91M
FMNB
Farmers National Banc Corp

Financial Services
134
+ 5.03%
$12.94 - $14.31 $1.73K - $1.92K
2.8K $37.3M
NTAP
Net App, Inc.

Technology
53
+ 8.77%
$109.44 - $121.82 $5.8K - $6.46K
657 $70.4M
DRS
Leonardo Drs, Inc.
134
+ 24.77%
N/A
675 $23M
TOL
Toll Brothers, Inc.

Consumer Cyclical
14
+ 1.16%
$127.26 - $142.72 $1.78K - $2K
1.22K $166M
WPC
W. P. Carey Inc.

Real Estate
5
+ 0.76%
$65.26 - $69.2 $326 - $346
666 $42.9M
VRNS
Varonis Systems Inc

Technology
57
+ 36.31%
$32.34 - $63.31 $1.84K - $3.61K
214 $7.02M
CRC
California Resources Corp

Energy
23
+ 5.94%
$46.13 - $53.61 $1.06K - $1.23K
410 $18.3M
VC
Visteon Corp

Consumer Cyclical
14
+ 9.4%
$100.36 - $122.26 $1.41K - $1.71K
163 $15.5M
ABT
Abbott Laboratories

Healthcare
7
+ 1.8%
$123.62 - $134.59 $865 - $942
396 $49.6M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
50
+ 24.63%
$163.25 - $220.55 $8.16K - $11K
253 $42.1M
TRMB
Trimble Inc.

Technology
27
+ 1.87%
$75.63 - $82.19 $2.04K - $2.22K
1.47K $115M
Aptiv PLC
33
+ 6.32%
N/A
555 $42.2M
CRUS
Cirrus Logic, Inc.

Technology
5
+ 0.91%
$115.68 - $135.01 $578 - $675
553 $65.5M
DHI
Horton D R Inc

Consumer Cyclical
8
+ 2.51%
$142.43 - $174.95 $1.14K - $1.4K
327 $47.1M
APP
App Lovin Corp

Technology
1
+ 0.56%
$552.64 - $704.09 $553 - $704
178 $120M
IRM
Iron Mountain Inc

Real Estate
56
+ 8.48%
$91.37 - $106.46 $5.12K - $5.96K
716 $59.4M
FISV
Fiserv Inc

Technology
81
+ 35.06%
N/A
312 $21M
LYFT
Lyft, Inc.

Technology
269
+ 3.72%
$19.25 - $24.57 $5.18K - $6.61K
7.49K $145M
PSTG
Pure Storage, Inc.

Technology
15
+ 1.57%
$83.96 - $98.7 $1.26K - $1.48K
972 $65.1M
CHWY
Chewy, Inc.

Consumer Cyclical
44
+ 1.93%
$32.82 - $39.54 $1.44K - $1.74K
2.32K $76.6M
ZS
Zscaler, Inc.

Technology
44
+ 8.94%
$292.75 - $336.27 $12.9K - $14.8K
536 $121M
NFLX
Netflix Inc

Communication Services
485
+ 613.92%
$110.29 - $1241.35 $53.5K - $602K
564 $52.9M
DD
Du Pont De Nemours, Inc.

Basic Materials
69
+ 4.12%
$34.69 - $82.16 $2.39K - $5.67K
1.74K $70.1M
Simplify Exchange Traded Fun
7.97K
+ 5.03%
N/A
166K $6.04B
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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