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
NTRS
Northern Trust Corp

Financial Services
156
+ 98.73%
$124.57 - $133.24 $19.4K - $20.8K
314 $42.9M
TER
Teradyne, Inc

Technology
70
+ 49.65%
$132.08 - $187.59 $9.25K - $13.1K
211 $40.8M
TRU
Trans Union

Industrials
245
+ 200.82%
$73.51 - $85.6 $18K - $21K
367 $31.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
41
+ 11.65%
$280.66 - $305.09 $11.5K - $12.5K
393 $119M
SITE
Site One Landscape Supply, Inc.

Industrials
168
+ 541.94%
$116.99 - $132.15 $19.7K - $22.2K
199 $24.8M
GPN
Global Payments Inc

Industrials
279
+ 183.55%
$74.11 - $88.53 $20.7K - $24.7K
431 $33.4M
HAL
Halliburton CO

Energy
423
+ 21.03%
$21.82 - $28.06 $9.23K - $11.9K
2.43K $68.8M
MORN
Morningstar, Inc.

Financial Services
94
+ 120.51%
$208.83 - $228.23 $19.6K - $21.5K
172 $37.4M
AMCR
Amcor PLC

Consumer Cyclical
2.29K
+ 381.17%
$7.82 - $8.58 $17.9K - $19.6K
2.89K $24.1M
AXS
Axis Capital Holdings LTD

Financial Services
86
+ 9.75%
$88.25 - $102.69 $7.59K - $8.83K
968 $104M
Maplebear Inc
419
+ 6983.33%
N/A
425 $19.1M
BA
Boeing CO

Industrials
85
+ 39.91%
$191.81 - $225.32 $16.3K - $19.2K
298 $64.7M
GFS
Globalfoundries Inc.

Technology
544
+ 216.73%
$32.72 - $36.06 $17.8K - $19.6K
795 $27.8M
AON
Aon PLC

Financial Services
53
+ 407.69%
$326.07 - $366.93 $17.3K - $19.4K
66 $23.3M
FIS
Fidelity National Information Services, Inc.

Technology
277
+ 3957.14%
$61.5 - $68.57 $17K - $19K
284 $18.9M
AMH
American Homes 4 Rent

Real Estate
577
+ 230.8%
$31.53 - $33.42 $18.2K - $19.3K
827 $26.5M
CLH
Clean Harbors Inc

Industrials
77
+ 102.67%
$204.29 - $246.19 $15.7K - $19K
152 $35.6M
MTG
Mgic Investment Corp

Financial Services
550
+ 22.8%
$26.36 - $28.48 $14.5K - $15.7K
2.96K $86.6M
CTSH
Cognizant Technology Solutions Corp

Technology
203
+ 290.0%
$65.47 - $74.66 $13.3K - $15.2K
273 $22.7M
TNL
Travel & Leisure Co.

Consumer Cyclical
15
+ 0.99%
$58.09 - $69.91 $871 - $1.05K
1.53K $108M
PCAR
Paccar Inc

Industrials
138
+ 61.06%
$93.0 - $101.08 $12.8K - $13.9K
364 $39.9M
PLD
Prologis, Inc.

Real Estate
122
+ 87.14%
$111.23 - $127.18 $13.6K - $15.5K
262 $33.4M
ROKU
Roku, Inc

Communication Services
79
+ 7.49%
$92.02 - $108.63 $7.27K - $8.58K
1.13K $123M
TTWO
Take Two Interactive Software Inc

Communication Services
68
+ 91.89%
$232.0 - $262.29 $15.8K - $17.8K
142 $36.4M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
56
+ 13.86%
$191.03 - $210.0 $10.7K - $11.8K
460 $98.2M
Tidal Trust Ii
96
+ 1.26%
N/A
7.74K $220M
DT
Dynatrace, Inc.

Technology
447
+ 99.55%
$46.06 - $50.95 $20.6K - $22.8K
896 $38.8M
AVSU
American Centy ETF Tr Avantis

ETFs
150
+ 7.29%
$71.72 - $75.5 $10.8K - $11.3K
2.21K $169M
PCTY
Paylocity Holding Corp

Technology
124
+ 43.36%
$138.42 - $156.42 $17.2K - $19.4K
410 $62.5M
RTX
Raytheon Technologies Corp

Industrials
35
+ 5.35%
$157.0 - $179.44 $5.5K - $6.28K
689 $126M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
1.91K
New
$6.71 - $8.04 $12.8K - $15.4K
1.91K $16.7M
MUSA
Murphy Usa Inc.

Consumer Cyclical
41
+ 683.33%
$356.57 - $396.45 $14.6K - $16.3K
47 $19M
PSX
Phillips 66

Energy
192
+ 16.31%
$126.76 - $142.32 $24.3K - $27.3K
1.37K $177M
TAP
Molson Coors Beverage CO

Consumer Defensive
353
+ 608.62%
$43.22 - $47.33 $15.3K - $16.7K
411 $19.2M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
137
+ 9.92%
$14.31 - $17.81 $1.96K - $2.44K
1.52K $40M
RGA
Reinsurance Group Of America Inc

Financial Services
65
+ 23.21%
$181.54 - $197.59 $11.8K - $12.8K
345 $70.2M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
291
+ 619.15%
$45.49 - $71.87 $13.2K - $20.9K
338 $19.5M
HDB
Hdfc Bank LTD

Financial Services
443
+ 661.19%
$33.8 - $37.18 $15K - $16.5K
510 $18.6M
RACE
Ferrari N.V.

Consumer Cyclical
48
+ 342.86%
$378.72 - $504.09 $18.2K - $24.2K
62 $22.9M
VUG
Vanguard Growth ETF

ETFs
33
New
$470.44 - $504.26 $15.5K - $16.6K
33 $16.1M
MT
Arcelor Mittal

Basic Materials
234
+ 41.42%
$36.91 - $40.93 $8.64K - $9.58K
799 $36.4M
W
Wayfair Inc.

Consumer Cyclical
123
+ 37.73%
$74.28 - $112.5 $9.14K - $13.8K
449 $45.1M
IEFA
Ishares Tr

ETFs
178
+ 1977.78%
$86.09 - $89.88 $15.3K - $16K
187 $16.7M
CMCSA
Comcast Corp

Communication Services
589
+ 52.17%
$26.98 - $31.09 $15.9K - $18.3K
1.72K $51.4M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
701
+ 200.29%
$16.2 - $24.45 $11.4K - $17.1K
1.05K $22.6M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
93
+ 1162.5%
$164.17 - $186.43 $15.3K - $17.3K
101 $16.3M
Barrick Mng Corp
305
+ 227.61%
N/A
439 $19.1M
TOTB.DE
Total Energies Se

Energy
223
New
N/A
223 $14.6M
ROST
Ross Stores, Inc.

Consumer Cyclical
41
+ 15.95%
$147.71 - $162.85 $6.06K - $6.68K
298 $53.7M
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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