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
EXLS
Exl Service Holdings, Inc.

Technology
257
+ 57.24%
$38.54 - $43.71 $9.9K - $11.2K
706 $30M
VOYA
Voya Financial, Inc.

Financial Services
137
+ 258.49%
$70.21 - $75.77 $9.62K - $10.4K
190 $14.2M
FAF
First American Financial Corp

Financial Services
174
+ 88.32%
$59.02 - $64.31 $10.3K - $11.2K
371 $22.8M
MMM
3 M CO

Industrials
42
+ 6.21%
$148.75 - $171.6 $6.25K - $7.21K
718 $115M
HOLX
Hologic Inc

Healthcare
127
+ 169.33%
$65.51 - $74.6 $8.32K - $9.47K
202 $15M
HST
Host Hotels & Resorts, Inc.

Real Estate
466
+ 19.6%
$15.82 - $18.18 $7.37K - $8.47K
2.84K $50.4M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
5
+ 1.98%
$118.79 - $161.47 $594 - $807
258 $39.6M
NVST
Envista Holdings Corp

Healthcare
429
+ 104.63%
$19.06 - $20.85 $8.18K - $8.94K
839 $18.2M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
54
+ 337.5%
$131.16 - $141.71 $7.08K - $7.65K
70 $11.9M
ASML
Asml Holding Nv

Technology
2
+ 2.74%
$936.19 - $1075.45 $1.87K - $2.15K
75 $80.2M
UHS
Universal Health Services Inc

Healthcare
28
+ 12.39%
$196.11 - $229.23 $5.49K - $6.42K
254 $55.4M
XOM
Exxon Mobil Corp

Energy
52
+ 13.4%
$110.64 - $119.78 $5.75K - $6.23K
440 $53M
M
Macy'S, Inc.

Consumer Cyclical
377
+ 191.37%
$16.51 - $20.75 $6.22K - $7.82K
574 $12.7M
ROLL
Rbc Bearings Inc

Industrials
20
+ 1000.0%
N/A
22 $9.87M
VRT
Vertiv Holdings CO

Industrials
43
+ 22.16%
N/A
237 $38.4M
EFX
Equifax Inc

Industrials
58
+ 64.44%
$204.19 - $253.84 $11.8K - $14.7K
148 $32.1M
BAC
Bank Of America Corp

Financial Services
70
+ 4.65%
$48.65 - $54.11 $3.41K - $3.79K
1.58K $86.7M
IEX
Idex Corp

Industrials
49
+ 326.67%
$160.84 - $173.4 $7.88K - $8.5K
64 $11.4M
BIIB
Biogen Inc.

Healthcare
3
+ 1.29%
$142.26 - $167.55 $427 - $503
236 $41.5M
DFAX
Dimensional ETF Tr
10
+ 0.16%
$30.71 - $32.34 $307 - $323
6.37K $208M
WWD
Woodward, Inc.

Industrials
3
+ 1.88%
$246.97 - $274.03 $741 - $822
163 $49.3M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
599
+ 106.77%
$21.96 - $27.05 $13.2K - $16.2K
1.16K $23.3M
BC
Brunswick Corp

Consumer Cyclical
85
+ 37.78%
$58.75 - $71.91 $4.99K - $6.11K
310 $23M
REG
Regency Centers Corp

Real Estate
135
+ 80.36%
$68.72 - $73.18 $9.28K - $9.88K
303 $20.9M
KMX
Carmax Inc

Consumer Cyclical
319
+ 54.25%
$30.88 - $46.81 $9.85K - $14.9K
907 $35M
ADSK
Autodesk, Inc.

Technology
74
+ 12.03%
N/A
689 $204M
GLOB
Globant S.A.

Technology
124
+ 200.0%
$56.57 - $63.89 $7.01K - $7.92K
186 $12.2M
A
Agilent Technologies, Inc.

Healthcare
16
+ 1.93%
$136.62 - $151.52 $2.19K - $2.42K
847 $115M
WK
Workiva Inc

Technology
96
+ 369.23%
$81.87 - $93.31 $7.86K - $8.96K
122 $10.5M
RY
Royal Bank Of Canada

Financial Services
20
+ 9.52%
$143.64 - $149.05 $2.87K - $2.98K
230 $39.2M
SWK
Stanley Black & Decker, Inc.

Industrials
111
+ 853.85%
$64.43 - $75.42 $7.15K - $8.37K
124 $9.21M
MCD
Mcdonalds Corp

Consumer Cyclical
22
+ 2.53%
$293.81 - $310.11 $6.46K - $6.82K
892 $273M
SNA
Snap On Inc

Industrials
24
+ 38.1%
$327.33 - $349.13 $7.86K - $8.38K
87 $30M
Annaly Capital Management In
358
+ 550.77%
N/A
423 $9.46M
IBN
Icici Bank LTD

Financial Services
275
+ 115.06%
$29.87 - $32.94 $8.21K - $9.06K
514 $15.3M
Ferrovial Se
109
+ 63.01%
N/A
282 $18.2M
MFG
Mizuho Financial Group Inc

Financial Services
734
+ 17.78%
$6.09 - $7.05 $4.47K - $5.17K
4.86K $35.6M
ESNT
Essent Group Ltd.

Financial Services
114
+ 43.18%
$58.8 - $62.19 $6.7K - $7.09K
378 $24.6M
EMN
Eastman Chemical CO

Basic Materials
120
+ 190.48%
$57.89 - $64.37 $6.95K - $7.72K
183 $11.7M
UWMC
Uwm Holdings Corp

Financial Services
1.77K
+ 1370.54%
$5.09 - $6.26 $9K - $11.1K
1.9K $8.31M
NVCR
Novo Cure LTD

Healthcare
579
+ 61.73%
$10.92 - $14.66 $6.32K - $8.49K
1.52K $19.6M
TCBI
Texas Capital Bancshares Inc

Financial Services
40
+ 6.22%
$77.08 - $87.38 $3.08K - $3.5K
683 $61.8M
EPR
Epr Properties

Real Estate
222
+ 48.16%
$48.97 - $58.32 $10.9K - $12.9K
683 $34.1M
NMR
Nomura Holdings Inc

Financial Services
612
+ 31.29%
$6.73 - $7.39 $4.12K - $4.52K
2.57K $21.5M
REVG
Rev Group, Inc.

Industrials
113
+ 114.14%
$51.27 - $61.48 $5.79K - $6.95K
212 $12.9M
KGC
Kinross Gold Corp

Basic Materials
238
+ 149.69%
$22.47 - $27.58 $5.35K - $6.56K
397 $11.2M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
106
+ 121.84%
$58.51 - $64.76 $6.2K - $6.86K
193 $12.4M
CHE
Chemed Corp

Healthcare
17
+ 242.86%
$429.66 - $465.54 $7.3K - $7.91K
24 $10.3M
DOW
Dow Inc.

Basic Materials
301
+ 2006.67%
$20.65 - $25.73 $6.22K - $7.74K
316 $7.39M
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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