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
LECO
Lincoln Electric Holdings Inc

Industrials
138
+ 28.28%
$225.07 - $242.95 $31.1K - $33.5K
626 $150M
NDAQ
Nasdaq, Inc.

Financial Services
291
+ 38.09%
$85.42 - $91.4 $24.9K - $26.6K
1.06K $102M
MEDP
Medpace Holdings, Inc.

Healthcare
43
+ 19.46%
$501.22 - $605.2 $21.6K - $26K
264 $148M
HII
Huntington Ingalls Industries, Inc.

Industrials
80
+ 56.74%
$280.02 - $324.19 $22.4K - $25.9K
221 $75.2M
GD
General Dynamics Corp

Industrials
107
+ 29.81%
$330.59 - $353.77 $35.4K - $37.9K
466 $157M
MLI
Mueller Industries Inc

Industrials
214
+ 30.79%
$96.96 - $109.12 $20.7K - $23.4K
909 $104M
ARMK
Aramark

Industrials
939
+ 254.47%
$37.38 - $40.11 $35.1K - $37.7K
1.31K $48.2M
MAA
Mid America Apartment Communities Inc.

Real Estate
241
+ 256.38%
$126.28 - $138.0 $30.4K - $33.3K
335 $46.5M
KEY
Keycorp

Financial Services
1.59K
+ 1263.49%
$16.78 - $18.63 $26.7K - $29.7K
1.72K $35.5M
FDX
Fedex Corp

Industrials
35
+ 8.2%
$224.63 - $268.67 $7.86K - $9.4K
462 $133M
Cooper Cos Inc
383
+ 484.81%
N/A
462 $37.9M
CNHI
Cnh Industrial N.V.

Industrials
3.81K
+ 219.45%
N/A
5.55K $51.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
86
New
$358.39 - $376.54 $30.8K - $32.4K
86 $32.1M
UAL
United Airlines Holdings, Inc.

Industrials
113
+ 9.12%
$90.77 - $104.05 $10.3K - $11.8K
1.35K $151M
RPM
Rpm International Inc

Basic Materials
299
+ 996.67%
$105.88 - $117.19 $31.7K - $35K
329 $34.2M
IFF
International Flavors & Fragrances Inc

Basic Materials
405
+ 73.91%
$59.55 - $67.43 $24.1K - $27.3K
953 $64.2M
MRVL
Marvell Technology, Inc.

Technology
351
+ 61.69%
$81.05 - $93.74 $28.4K - $32.9K
920 $78.2M
OMC
Omnicom Group Inc.

Communication Services
378
+ 127.7%
$72.23 - $81.23 $27.3K - $30.7K
674 $54.4M
AVY
Avery Dennison Corp

Industrials
160
+ 285.71%
$157.49 - $186.28 $25.2K - $29.8K
216 $39.3M
PEP
Pepsico Inc

Consumer Defensive
165
+ 8.59%
$138.84 - $153.71 $22.9K - $25.4K
2.09K $299M
HON
Honeywell International Inc

Industrials
158
+ 89.77%
$194.07 - $220.67 $30.7K - $34.9K
334 $65.2M
TJX
Tjx Companies Inc

Consumer Cyclical
137
+ 18.19%
$138.56 - $147.63 $19K - $20.2K
890 $137M
DHR
Danaher Corp

Healthcare
79
+ 25.24%
$202.46 - $223.01 $16K - $17.6K
392 $89.7M
PGR
Progressive Corp

Financial Services
143
+ 51.25%
$203.7 - $246.46 $29.1K - $35.2K
422 $96.1M
CL
Colgate Palmolive CO

Consumer Defensive
345
+ 148.71%
$74.98 - $79.86 $25.9K - $27.6K
577 $45.6M
HAE
Haemonetics Corp

Healthcare
335
+ 6700.0%
$48.58 - $73.91 $16.3K - $24.8K
340 $27.3M
ATI
Allegheny Technologies Inc

Industrials
225
+ 642.86%
$80.04 - $103.0 $18K - $23.2K
260 $29.8M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
610
+ 238.28%
$42.74 - $47.14 $26.1K - $28.8K
866 $38.7M
SHC
Sotera Health CO

Healthcare
1.46K
+ 389.3%
$15.35 - $16.9 $22.3K - $24.6K
1.83K $32.3M
TSLA
Tesla, Inc.

Consumer Cyclical
53
+ 11.18%
$401.99 - $468.37 $21.3K - $24.8K
527 $237M
AKAM
Akamai Technologies Inc

Technology
246
+ 60.29%
N/A
654 $57.1M
CDAY
Ceridian Hcm Holding Inc.

Technology
373
+ 419.1%
N/A
462 $32M
INCY
Incyte Corp

Healthcare
6
+ 0.33%
$83.8 - $108.26 $503 - $650
1.8K $178M
ESS
Essex Property Trust, Inc.

Real Estate
96
+ 120.0%
N/A
176 $46.1M
DKNG
Draft Kings Inc.

Consumer Cyclical
964
+ 32.31%
$27.92 - $35.5 $26.9K - $34.2K
3.95K $136M
BDX
Becton Dickinson & CO

Healthcare
111
+ 27.07%
$176.39 - $193.93 $19.6K - $21.5K
521 $101M
VFC
V F Corp

Consumer Cyclical
1.26K
+ 361.32%
$13.29 - $16.61 $16.8K - $20.9K
1.61K $29.1M
ISRG
Intuitive Surgical Inc

Healthcare
7
+ 4.14%
$429.59 - $576.2 $3.01K - $4.03K
176 $99.7M
IWR
Ishares Russell Mid Cap ETF

ETFs
245
New
$94.02 - $97.61 $23K - $23.9K
245 $23.6M
TWLO
Twilio Inc

Communication Services
19
+ 3.85%
$102.7 - $136.1 $1.95K - $2.59K
513 $73M
CASY
Caseys General Stores Inc

Consumer Cyclical
42
+ 350.0%
$513.19 - $567.48 $21.6K - $23.8K
54 $29.8M
TGT
Target Corp

Consumer Defensive
223
+ 168.94%
$85.53 - $97.77 $19.1K - $21.8K
355 $34.7M
LOW
Lowes Companies Inc

Consumer Cyclical
97
+ 124.36%
$225.0 - $247.99 $21.8K - $24.1K
175 $42.3M
PFG
Principal Financial Group Inc

Financial Services
239
+ 87.87%
$78.39 - $85.26 $18.7K - $20.4K
511 $45.1M
CI
Cigna Corp

Healthcare
85
+ 116.44%
$244.41 - $311.0 $20.8K - $26.4K
158 $43.5M
CARR
Carrier Global Corp

Industrials
427
+ 723.73%
$54.1 - $60.75 $23.1K - $25.9K
486 $25.7M
TXG
10x Genomics, Inc.

Healthcare
75
+ 1.65%
$11.47 - $17.08 $860 - $1.28K
4.61K $75.2M
CMI
Cummins Inc

Industrials
5
+ 2.25%
$407.98 - $484.34 $2.04K - $2.42K
227 $116M
PAYC
Paycom Software, Inc.

Technology
142
+ 946.67%
$162.15 - $206.86 $23K - $29.4K
157 $25M
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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