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
ST
Sensata Technologies Holding PLC

Technology
118
+ 10.4%
$29.03 - $32.64 $3.43K - $3.85K
1.25K $41.7M
SNV
Synovus Financial Corp

Financial Services
122
+ 14.14%
$44.06 - $48.68 $5.38K - $5.94K
985 $49.3M
ENS
Ener Sys

Industrials
3
+ 1.58%
$109.34 - $138.83 $328 - $416
193 $28.3M
AR
Antero Resources Corp

Energy
170
+ 15.34%
$30.03 - $35.2 $5.11K - $5.98K
1.28K $44M
ASX
Ase Technology Holding Co., Ltd.

Technology
302
+ 77.44%
$11.08 - $16.19 $3.35K - $4.89K
692 $11.1M
FICO
Fair Isaac Corp

Technology
4
New
$1512.71 - $1879.55 $6.05K - $7.52K
4 $6.76M
SYY
Sysco Corp

Consumer Defensive
98
+ 175.0%
$72.9 - $83.27 $7.14K - $8.16K
154 $11.3M
AMD
Advanced Micro Devices Inc

Technology
7
+ 7.07%
$164.01 - $264.33 $1.15K - $1.85K
106 $22.7M
FOXA
Fox Corp

Communication Services
11
+ 1.87%
$57.0 - $66.71 $627 - $734
598 $43.7M
Solventum Corp
84
+ 2800.0%
N/A
87 $6.89M
HAYW
Hayward Holdings, Inc.

Industrials
423
+ 388.07%
$14.83 - $17.22 $6.27K - $7.28K
532 $8.22M
ALC
Alcon Inc

Healthcare
82
+ 390.48%
$72.05 - $79.44 $5.91K - $6.51K
103 $8.12M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
156
+ 3900.0%
$57.01 - $66.57 $8.89K - $10.4K
160 $6.7M
CMC
Commercial Metals CO

Basic Materials
11
+ 2.31%
$55.35 - $62.05 $609 - $683
488 $33.8M
KURA
Kura Oncology, Inc.

Healthcare
497
+ 59.74%
$9.1 - $11.2 $4.52K - $5.57K
1.33K $13.8M
LBRDK
Liberty Broadband Corp

Communication Services
138
+ 766.67%
$47.01 - $65.22 $6.49K - $9K
156 $7.58M
JXN
Jackson Financial Inc.

Financial Services
57
+ 126.67%
$92.13 - $103.82 $5.25K - $5.92K
102 $10.9M
CSTM
Constellium Se

Basic Materials
163
+ 20.43%
$14.41 - $16.91 $2.35K - $2.76K
961 $18.1M
Biohaven LTD
551
New
N/A
551 $6.22M
STE
Steris PLC

Healthcare
18
+ 6.79%
$235.48 - $267.99 $4.24K - $4.82K
283 $71.7M
BHP
Bhp Group LTD

Basic Materials
44
+ 5.83%
$53.62 - $57.96 $2.36K - $2.55K
799 $48.2M
PTC
Ptc Inc.

Technology
40
+ 133.33%
$173.93 - $205.87 $6.96K - $8.23K
70 $12.2M
Corpay Inc
20
+ 666.67%
N/A
23 $6.92M
BX
Blackstone Inc.

Financial Services
42
+ 200.0%
$138.42 - $168.45 $5.81K - $7.07K
63 $9.71M
FOLD
Amicus Therapeutics, Inc.

Healthcare
42
+ 4.94%
$7.71 - $9.48 $324 - $398
893 $12.7M
Liberty Global LTD
554
+ 79.14%
N/A
1.25K $14M
IX
Orix Corp

Financial Services
161
+ 45.35%
$24.22 - $26.71 $3.9K - $4.3K
516 $15.1M
CRL
Charles River Laboratories International, Inc.

Healthcare
1
+ 0.77%
$167.03 - $197.04 $167 - $197
131 $26.1M
INGR
Ingredion Inc

Consumer Defensive
100
+ 22.52%
$106.45 - $121.64 $10.6K - $12.2K
544 $60M
YELP
Yelp Inc

Communication Services
189
+ 1453.85%
$28.31 - $33.83 $5.35K - $6.39K
202 $6.14M
BEN
Franklin Resources Inc

Financial Services
229
+ 78.42%
$22.1 - $23.8 $5.06K - $5.45K
521 $12.4M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
66
+ 286.96%
$92.22 - $153.98 $6.09K - $10.2K
89 $9.21M
LEG
Leggett & Platt Inc

Consumer Cyclical
316
+ 31.29%
$8.49 - $10.59 $2.68K - $3.35K
1.33K $14.6M
HCA
Hca Healthcare, Inc.

Healthcare
3
+ 2.75%
$410.68 - $476.61 $1.23K - $1.43K
112 $52.2M
FCN
Fti Consulting, Inc

Industrials
32
+ 355.56%
$151.68 - $170.07 $4.85K - $5.44K
41 $7.01M
SNAP
Snap Inc

Communication Services
661
+ 152.66%
$7.3 - $9.09 $4.83K - $6.01K
1.09K $8.83M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
301
+ 31.16%
$23.34 - $25.56 $7.03K - $7.69K
1.27K $29M
Te Connectivity PLC
7
+ 1.44%
N/A
493 $112M
INTA
Intapp, Inc.

Technology
117
New
$36.57 - $43.07 $4.28K - $5.04K
117 $5.36M
BK
Bank Of New York Mellon Corp

Financial Services
1
+ 0.14%
$104.54 - $112.64 $105 - $113
734 $85.2M
RPD
Rapid7, Inc.

Technology
356
+ 890.0%
$13.77 - $19.35 $4.9K - $6.89K
396 $6.02M
ONTO
Onto Innovation Inc.

Technology
16
+ 16.84%
$121.34 - $145.3 $1.94K - $2.32K
111 $17.5M
QCOM
Qualcomm Inc

Technology
19
+ 4.65%
$153.59 - $187.68 $2.92K - $3.57K
428 $73.2M
Healthcare Rlty Tr
310
+ 756.1%
N/A
351 $5.95M
ES
Eversource Energy

Utilities
139
+ 12.57%
$70.59 - $74.88 $9.81K - $10.4K
1.25K $83.8M
EXP
Eagle Materials Inc

Basic Materials
25
+ 416.67%
$202.06 - $241.84 $5.05K - $6.05K
31 $6.41M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
22
+ 183.33%
$160.66 - $181.39 $3.53K - $3.99K
34 $7.07M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
28
+ 7.65%
$18.95 - $25.83 $531 - $723
394 $12.3M
CIVI
Civitas Resources, Inc.

Energy
230
+ 93.12%
$25.81 - $35.44 $5.94K - $8.15K
477 $12.9M
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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