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
POST
Post Holdings, Inc.

Consumer Defensive
50
+ 714.29%
$101.83 - $109.41 $5.09K - $5.47K
57 $5.65M
Niq Global Intelligence PLC
293
New
N/A
293 $4.83M
ELAN
Elanco Animal Health Inc

Healthcare
178
+ 55.97%
$19.76 - $22.86 $3.52K - $4.07K
496 $11.2M
BLKB
Blackbaud Inc

Technology
76
+ 542.86%
$57.0 - $67.95 $4.33K - $5.16K
90 $5.7M
CROX
Crocs, Inc.

Consumer Cyclical
54
+ 174.19%
$73.39 - $87.29 $3.96K - $4.71K
85 $7.27M
ECPG
Encore Capital Group Inc

Financial Services
56
+ 43.41%
$40.53 - $49.71 $2.27K - $2.78K
185 $10.1M
MGA
Magna International Inc

Consumer Cyclical
83
+ 218.42%
$43.54 - $50.37 $3.61K - $4.18K
121 $6.45M
ALB
Albemarle Corp

Basic Materials
9
+ 16.07%
$84.47 - $115.14 $760 - $1.04K
65 $9.18M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
50
+ 48.08%
$86.2 - $93.3 $4.31K - $4.67K
154 $14M
AZN
Astrazeneca PLC

Healthcare
5
+ 1.86%
$81.15 - $89.4 $406 - $447
274 $25.2M
LSTR
Landstar System Inc

Industrials
31
+ 1033.33%
$121.23 - $136.78 $3.76K - $4.24K
34 $4.89M
SYK
Stryker Corp

Healthcare
14
+ 82.35%
$353.81 - $388.35 $4.95K - $5.44K
31 $10.9M
CW
Curtiss Wright Corp

Industrials
4
+ 1.47%
$536.42 - $601.78 $2.15K - $2.41K
276 $152M
YOU
Clear Secure, Inc.

Technology
126
+ 840.0%
$29.61 - $38.14 $3.73K - $4.81K
141 $4.95M
EWBC
East West Bancorp Inc

Financial Services
6
+ 0.96%
$94.31 - $107.45 $566 - $645
630 $70.8M
AGL
Agilon Health, Inc.

Healthcare
6.34K
New
$0.58 - $1.13 $3.68K - $7.16K
6.34K $4.37M
JACK
Jack In The Box Inc

Consumer Cyclical
245
+ 71.64%
$14.94 - $20.75 $3.66K - $5.08K
587 $11.1M
LIVN
Liva Nova PLC

Healthcare
69
+ 1150.0%
$49.57 - $56.62 $3.42K - $3.91K
75 $4.62M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 2.38%
$524.58 - $588.02 $525 - $588
43 $24.7M
Gsk PLC
2
+ 0.28%
N/A
714 $35M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
39
+ 4.76%
$18.04 - $21.83 $704 - $851
858 $20M
CACI
Caci International Inc

Technology
4
+ 6.67%
N/A
64 $34.1M
Forge Global Holdings Inc
27
+ 25.23%
N/A
134 $5.97M
DVA
Davita Inc.

Healthcare
49
+ 66.22%
$118.75 - $132.87 $5.82K - $6.51K
123 $14M
FHB
First Hawaiian, Inc.

Financial Services
154
+ 31.11%
$22.77 - $25.03 $3.51K - $3.85K
649 $16.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
34
New
$114.27 - $121.15 $3.89K - $4.12K
34 $4.09M
THS
Tree House Foods, Inc.

Consumer Defensive
148
+ 87.06%
$17.84 - $23.86 $2.64K - $3.53K
318 $7.5M
BBY
Best Buy CO Inc

Consumer Cyclical
289
+ 16.43%
$70.43 - $84.0 $20.4K - $24.3K
2.05K $137M
LHX
L3 Harris Technologies, Inc.

Industrials
15
+ 35.71%
$283.87 - $306.76 $4.26K - $4.6K
57 $16.7M
PATH
Ui Path, Inc.

Technology
2
+ 0.15%
$12.75 - $18.51 $25.5 - $37
1.31K $21.5M
URI
United Rentals, Inc.

Industrials
7
+ 58.33%
$806.61 - $1020.0 $5.65K - $7.14K
19 $15.4M
FSLR
First Solar, Inc.

Technology
13
+ 130.0%
$223.36 - $277.39 $2.9K - $3.61K
23 $6.01M
OWL
Blue Owl Capital Inc.

Financial Services
262
+ 793.94%
$13.77 - $17.17 $3.61K - $4.5K
295 $4.41M
MATX
Matson, Inc.

Industrials
31
New
$88.05 - $110.86 $2.73K - $3.44K
31 $3.83M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 1.08%
$589.5 - $635.77 $1.18K - $1.27K
188 $115M
AYI
Acuity Brands Inc

Industrials
6
+ 5.66%
$342.59 - $370.46 $2.06K - $2.22K
112 $40.3M
TM
Toyota Motor Corp

Consumer Cyclical
6
+ 5.45%
$185.22 - $211.24 $1.11K - $1.27K
116 $24.8M
GMED
Globus Medical Inc

Healthcare
15
+ 18.07%
$56.57 - $86.36 $849 - $1.3K
98 $8.56M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
49
New
$75.19 - $77.98 $3.68K - $3.82K
49 $3.8M
ICL
Icl Group Ltd.

Basic Materials
662
+ 655.45%
$5.46 - $6.84 $3.61K - $4.53K
763 $4.39M
ICUI
Icu Medical Inc

Healthcare
11
+ 11.58%
$114.13 - $143.22 $1.26K - $1.58K
106 $15.1M
FNB
Fnb Corp

Financial Services
84
+ 3.64%
$14.65 - $16.47 $1.23K - $1.38K
2.39K $40.9M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
84
+ 56.0%
N/A
234 $11.7M
STT
State Street Corp

Financial Services
3
+ 1.19%
$111.0 - $121.11 $333 - $363
256 $33M
SHOP
Shopify Inc.

Technology
18
+ 29.03%
$146.04 - $179.01 $2.63K - $3.22K
80 $12.9M
BOH
Bank Of Hawaii Corp

Financial Services
53
+ 5300.0%
$59.82 - $66.61 $3.17K - $3.53K
54 $3.69M
Armour Residential Reit Inc
200
+ 4000.0%
N/A
205 $3.63M
ICHR
Ichor Holdings, Ltd.

Technology
192
New
$14.64 - $23.57 $2.81K - $4.53K
192 $3.54M
NTCT
Netscout Systems Inc

Technology
94
+ 12.04%
$25.67 - $29.27 $2.41K - $2.75K
875 $23.7M
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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