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
MKSI
Mks Instruments Inc

Technology
4
+ 5.06%
$121.26 - $158.9 $485 - $636
83 $13.3M
MTD
Mettler Toledo International Inc

Healthcare
2
+ 50.0%
$1273.67 - $1447.81 $2.55K - $2.9K
6 $8.37M
CMCO
Columbus Mckinnon Corp

Industrials
35
+ 3.59%
$14.36 - $17.35 $503 - $607
1.01K $17.4M
RIO
Rio Tinto PLC

Basic Materials
12
+ 6.9%
$65.44 - $72.58 $785 - $871
186 $14.9M
AWK
American Water Works Company, Inc.

Utilities
28
+ 93.33%
$125.97 - $145.43 $3.53K - $4.07K
58 $7.57M
LKQ
Lkq Corp

Consumer Cyclical
112
+ 700.0%
$28.68 - $31.96 $3.21K - $3.58K
128 $3.87M
NBIX
Neurocrine Biosciences Inc

Healthcare
14
+ 1.47%
$136.63 - $154.8 $1.91K - $2.17K
965 $137M
Amentum Holdings Inc
103
+ 156.06%
N/A
169 $4.9M
SPT
Sprout Social, Inc.

Technology
295
+ 9833.33%
$9.87 - $12.56 $2.91K - $3.71K
298 $3.36M
PKX
Posco Holdings Inc.

Basic Materials
52
+ 37.68%
$45.13 - $57.47 $2.35K - $2.99K
190 $10.1M
ALLY
Ally Financial Inc.

Financial Services
53
+ 36.05%
$36.96 - $41.81 $1.96K - $2.22K
200 $9.06M
WSM
Williams Sonoma Inc

Consumer Cyclical
32
+ 22.22%
$181.45 - $199.63 $5.81K - $6.39K
176 $31.4M
QRVO
Qorvo, Inc.

Technology
71
+ 17.07%
$83.24 - $97.42 $5.91K - $6.92K
487 $41.2M
RGNX
Regenxbio Inc.

Healthcare
83
+ 19.04%
$9.77 - $13.62 $811 - $1.13K
519 $7.47M
ALL
Allstate Corp

Financial Services
16
+ 53.33%
$190.0 - $214.3 $3.04K - $3.43K
46 $9.58M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
12
+ 15.58%
$118.68 - $132.47 $1.42K - $1.59K
89 $12.5M
BNS
Bank Of Nova Scotia

Financial Services
12
+ 4.8%
$63.31 - $67.83 $760 - $814
262 $19.3M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
29
+ 725.0%
$117.13 - $132.85 $3.4K - $3.85K
33 $3.62M
GPOR
Gulfport Energy Corp

Energy
11
+ 37.93%
$175.92 - $211.88 $1.94K - $2.33K
40 $8.32M
FTV
Fortive Corp

Technology
52
+ 162.5%
$47.8 - $52.03 $2.49K - $2.71K
84 $4.64M
SRRK
Scholar Rock Holding Corp

Healthcare
58
+ 80.56%
$27.69 - $40.94 $1.61K - $2.37K
130 $5.73M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
126
New
$15.89 - $19.79 $2K - $2.49K
126 $3.04M
Coherent Corp
6
+ 24.0%
N/A
31 $5.72M
Lazard Inc
63
+ 525.0%
N/A
75 $3.64M
PLTR
Palantir Technologies Inc.

Technology
46
+ 4.17%
$172.14 - $207.18 $7.92K - $9.53K
1.15K $204M
EXC
Exelon Corp

Utilities
78
+ 22.74%
$44.97 - $48.24 $3.51K - $3.76K
421 $18.4M
DX
Dynex Capital Inc

Real Estate
87
+ 8.88%
$12.48 - $13.73 $1.09K - $1.19K
1.07K $14.9M
PECO
Phillips Edison & Company, Inc.

Real Estate
61
+ 10.7%
$33.25 - $34.94 $2.03K - $2.13K
631 $22.5M
APA
Apa Corp

Energy
116
+ 49.79%
$21.66 - $25.12 $2.51K - $2.91K
349 $8.55M
PRU
Prudential Financial Inc

Financial Services
20
+ 26.67%
$99.13 - $107.85 $1.98K - $2.16K
95 $10.7M
PLTK
Playtika Holding Corp.

Communication Services
721
+ 542.11%
$3.37 - $4.27 $2.43K - $3.08K
854 $3.37M
KBR
Kbr, Inc.

Industrials
113
+ 47.28%
$41.51 - $47.77 $4.69K - $5.4K
352 $14.2M
NWE
Northwestern Corp

Utilities
37
+ 48.68%
$57.03 - $67.31 $2.11K - $2.49K
113 $7.26M
MTCH
Match Group, Inc.

Communication Services
320
+ 12.84%
$31.45 - $34.76 $10.1K - $11.1K
2.81K $90.8M
PUK
Prudential PLC

Financial Services
61
+ 22.02%
$26.76 - $28.99 $1.63K - $1.77K
338 $10.5M
DEO
Diageo PLC

Consumer Defensive
32
+ 3200.0%
$87.26 - $98.67 $2.79K - $3.16K
33 $2.85M
SLB
Schlumberger Limited

Energy
60
+ 55.05%
$31.72 - $37.61 $1.9K - $2.26K
169 $6.49M
ATHM
Autohome Inc.

Communication Services
123
New
$24.09 - $28.81 $2.96K - $3.54K
123 $2.74M
UFPI
Ufp Industries Inc

Basic Materials
30
+ 3000.0%
$89.44 - $93.26 $2.68K - $2.8K
31 $2.82M
Rubrik Inc.
35
New
N/A
35 $2.68M
KMPR
Kemper Corp

Financial Services
177
+ 43.28%
$36.53 - $50.75 $6.47K - $8.98K
586 $23.8M
SKM
Sk Telecom CO LTD

Communication Services
136
+ 120.35%
$19.93 - $21.73 $2.71K - $2.96K
249 $5.11M
CHT
Chunghwa Telecom CO LTD

Communication Services
74
+ 29.96%
$41.89 - $43.88 $3.1K - $3.25K
321 $13.4M
Cidara Therapeutics Inc
9
+ 180.0%
N/A
14 $3.09M
THC
Tenet Healthcare Corp

Healthcare
26
+ 4.4%
$189.58 - $216.17 $4.93K - $5.62K
617 $123M
ENTG
Entegris Inc

Technology
32
+ 188.24%
$78.28 - $100.26 $2.5K - $3.21K
49 $4.13M
CSL
Carlisle Companies Inc

Industrials
8
+ 133.33%
$306.54 - $340.49 $2.45K - $2.72K
14 $4.48M
EGP
Eastgroup Properties Inc

Real Estate
6
+ 3.73%
$166.12 - $182.72 $997 - $1.1K
167 $29.8M
UPWK
Upwork, Inc

Industrials
120
+ 123.71%
$15.63 - $18.16 $1.88K - $2.18K
217 $4.3M
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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