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
Ge Vernova Inc
12
+ 7.06%
N/A
182 $119M
CSCO
Cisco Systems, Inc.

Technology
58
+ 5.03%
$67.46 - $78.0 $3.91K - $4.52K
1.21K $93.2M
DOCU
Docusign, Inc.

Technology
222
+ 105.21%
$67.01 - $73.14 $14.9K - $16.2K
433 $29.6M
MDT
Medtronic PLC

Healthcare
143
+ 20.69%
$90.06 - $98.43 $12.9K - $14.1K
834 $80.1M
CSGP
Costar Group, Inc.

Real Estate
226
+ 434.62%
$67.23 - $84.8 $15.2K - $19.2K
278 $18.7M
MAT
Mattel Inc

Consumer Cyclical
305
+ 11.36%
$17.1 - $19.6 $5.22K - $5.98K
2.99K $59.3M
BURL
Burlington Stores, Inc.

Consumer Cyclical
47
+ 427.27%
$252.63 - $287.04 $11.9K - $13.5K
58 $16.6M
VTR
Ventas, Inc.

Real Estate
138
+ 32.02%
$67.45 - $78.0 $9.31K - $10.8K
569 $44M
JHG
Janus Henderson Group PLC

Financial Services
191
+ 12.28%
$41.13 - $46.35 $7.86K - $8.85K
1.75K $83.1M
WEX
Wex Inc.

Technology
93
+ 664.29%
$136.91 - $160.92 $12.7K - $15K
107 $15.9M
VTV
Vanguard Value ETF

ETFs
62
+ 21.38%
$182.87 - $189.72 $11.3K - $11.8K
352 $67.2M
AGCO
Agco Corp

Industrials
124
+ 193.75%
$103.16 - $110.38 $12.8K - $13.7K
188 $19.6M
SAIA
Saia Inc

Industrials
39
New
$267.92 - $322.39 $10.4K - $12.6K
39 $12.7M
NVDA
Nvidia Corp

Technology
71
+ 1.15%
$179.83 - $207.04 $12.8K - $14.7K
6.22K $1.16B
FRT
Federal Realty Investment Trust

Real Estate
126
+ 88.73%
$94.87 - $101.3 $12K - $12.8K
268 $27M
GE
General Electric CO

Industrials
9
+ 0.66%
$291.49 - $314.28 $2.62K - $2.83K
1.37K $422M
WMS
Advanced Drainage Systems, Inc.

Industrials
85
+ 472.22%
$134.05 - $150.85 $11.4K - $12.8K
103 $14.9M
IVZ
Invesco Ltd.

Financial Services
210
+ 10.14%
$22.47 - $24.66 $4.72K - $5.18K
2.28K $59.9M
FLR
Fluor Corp

Industrials
314
+ 848.65%
$42.39 - $50.73 $13.3K - $15.9K
351 $13.9M
MPW
Medical Properties Trust Inc

Real Estate
2.5K
+ 110.86%
$4.86 - $5.54 $12.2K - $13.9K
4.76K $23.8M
OHI
Omega Healthcare Investors Inc

Real Estate
224
+ 20.13%
$39.41 - $44.12 $8.83K - $9.88K
1.34K $59.3M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
64
+ 14.16%
$79.4 - $86.54 $5.08K - $5.54K
516 $50.5M
VRSK
Verisk Analytics, Inc.

Industrials
58
+ 187.1%
$208.0 - $249.55 $12.1K - $14.5K
89 $19.9M
FRSH
Freshworks Inc.

Technology
979
+ 1239.24%
$10.85 - $12.11 $10.6K - $11.9K
1.06K $13M
S
Sentinel One, Inc.

Technology
815
+ 993.9%
$16.36 - $18.0 $13.3K - $14.7K
897 $13.5M
MIDD
Middleby Corp

Industrials
72
+ 96.0%
$118.04 - $139.82 $8.5K - $10.1K
147 $21.9M
AWR
American States Water CO

Utilities
164
+ 153.27%
$70.36 - $77.05 $11.5K - $12.6K
271 $19.6M
ACGL
Arch Capital Group Ltd.

Financial Services
120
+ 545.45%
$84.72 - $94.1 $10.2K - $11.3K
142 $13.6M
GWW
W.W. Grainger, Inc.

Industrials
11
+ 137.5%
$926.21 - $979.0 $10.2K - $10.8K
19 $19.2M
SIGI
Selective Insurance Group Inc

Financial Services
129
+ 45.91%
$74.02 - $84.28 $9.55K - $10.9K
410 $34.3M
OMF
One Main Holdings, Inc.

Financial Services
135
+ 63.08%
$52.15 - $61.38 $7.04K - $8.29K
349 $23.6M
JAMF
Jamf Holding Corp.

Technology
726
+ 84.52%
$9.7 - $12.88 $7.04K - $9.35K
1.59K $20.6M
JKHY
Henry Jack & Associates Inc

Technology
57
+ 190.0%
$146.26 - $167.17 $8.34K - $9.53K
87 $15.9M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
17
+ 7.3%
$256.75 - $275.06 $4.36K - $4.68K
250 $71.8M
BALL
Ball Corp

Consumer Cyclical
144
+ 10.01%
$46.41 - $50.48 $6.68K - $7.27K
1.58K $83.8M
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
282
+ 397.18%
$25.9 - $34.29 $7.3K - $9.67K
353 $13.2M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
300
New
$37.19 - $37.8 $11.2K - $11.3K
300 $11.2M
TENB
Tenable Holdings, Inc.

Technology
485
+ 1031.91%
$26.98 - $30.46 $13.1K - $14.8K
532 $12.5M
AMAT
Applied Materials Inc

Technology
7
+ 3.91%
$209.95 - $240.89 $1.47K - $1.69K
186 $47.8M
INVH
Invitation Homes Inc.

Real Estate
417
+ 121.57%
$27.47 - $29.01 $11.5K - $12.1K
760 $21.1M
SUI
Sun Communities Inc

Real Estate
89
+ 494.44%
$119.53 - $130.14 $10.6K - $11.6K
107 $13.3M
CRBG
Corebridge Financial, Inc.

Financial Services
412
+ 50.18%
$29.12 - $32.7 $12K - $13.5K
1.23K $37.2M
PENN
Penn National Gaming Inc

Consumer Cyclical
735
New
$14.54 - $19.14 $10.7K - $14.1K
735 $10.8M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
137
+ 2283.33%
$77.25 - $114.12 $10.6K - $15.6K
143 $11.4M
STLA
Stellantis N.V.

Consumer Cyclical
904
+ 170.57%
$9.64 - $11.31 $8.71K - $10.2K
1.43K $15.6M
CNI
Canadian National Railway CO

Industrials
101
+ 68.71%
$93.17 - $97.87 $9.41K - $9.88K
248 $24.5M
CFG
Citizens Financial Group Inc

Financial Services
128
+ 21.88%
$48.39 - $54.0 $6.19K - $6.91K
713 $41.6M
FR
First Industrial Realty Trust Inc

Real Estate
16
+ 0.97%
$50.26 - $56.64 $804 - $906
1.67K $95.7M
CRS
Carpenter Technology Corp

Industrials
30
+ 230.77%
$238.12 - $332.01 $7.14K - $9.96K
43 $13.5M
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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