True Wealth Design, LLC Incresed Positions in Q4 2025

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MOV
Movado Group Inc

Consumer Cyclical
16
+ 8.7%
$17.27 - $19.59 $276 - $313
200 $4.12M
CYBR
Cyber Ark Software Ltd.

Technology
2
+ 28.57%
$486.39 - $522.02 $973 - $1.04K
9 $4.02M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
18
+ 38.3%
$25.06 - $28.58 $451 - $514
65 $1.88M
Ralliant Corp
12
+ 600.0%
N/A
14 $713K
OSPN
One Span Inc.

Technology
49
+ 2450.0%
N/A
51 $655K
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
234
+ 143.56%
$1.3 - $2.0 $304 - $468
397 $878K
RCI
Rogers Communications Inc

Communication Services
13
+ 33.33%
$34.75 - $39.99 $452 - $520
52 $1.96M
CPB
Campbell Soup CO

Consumer Defensive
68
+ 19.65%
$29.79 - $31.99 $2.03K - $2.18K
414 $11.5M
OBNK
Origin Bancorp, Inc.

Financial Services
6
+ 4.92%
N/A
128 $4.82M
PVH
Pvh Corp.

Consumer Cyclical
17
+ 53.13%
$75.03 - $86.66 $1.28K - $1.47K
49 $3.28M
SEMR
Se Mrush Holdings, Inc.

Technology
33
+ 78.57%
$6.75 - $7.83 $223 - $258
75 $892K
KSS
Kohls Corp

Consumer Cyclical
5
+ 5.15%
$13.98 - $18.06 $69.9 - $90.3
102 $2.08M
UNP
Union Pacific Corp

Industrials
7
+ 3.5%
$216.37 - $237.41 $1.51K - $1.66K
207 $47.9M
Bowhead Specialty Hldgs Inc
20
+ 500.0%
N/A
24 $685K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
3
+ 12.0%
$80.72 - $91.01 $242 - $273
28 $2.65M
MRTN
Marten Transport LTD

Industrials
48
+ 150.0%
$9.72 - $11.06 $467 - $531
80 $911K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
6
+ 15.38%
$65.69 - $70.41 $394 - $422
45 $3.07M
Orchid Is Cap Inc
79
+ 1975.0%
N/A
83 $598K
GBCI
Glacier Bancorp, Inc.

Financial Services
13
+ 1300.0%
$40.66 - $49.06 $529 - $638
14 $617K
HMY
Harmony Gold Mining CO LTD

Basic Materials
20
+ 21.05%
$15.19 - $21.9 $304 - $438
115 $2.29M
HCI
Hci Group, Inc.

Financial Services
3
+ 6.0%
$179.99 - $206.4 $540 - $619
53 $10.2M
HTBK
Heritage Commerce Corp

Financial Services
5
+ 2.11%
$9.42 - $10.82 $47.1 - $54.1
242 $2.91M
GLDD
Great Lakes Dredge & Dock Corp

Industrials
13
+ 3.87%
$10.78 - $12.9 $140 - $168
349 $4.58M
GNW
Genworth Financial Inc

Financial Services
58
+ 28.16%
$8.32 - $8.94 $483 - $519
264 $2.39M
PLAB
Photronics Inc

Technology
1
+ 1.75%
$21.12 - $25.05 $21.1 - $25.1
58 $1.86M
DENN
Denny'S Corp

Consumer Cyclical
17
+ 3.84%
$3.89 - $6.18 $66.1 - $105
460 $2.86M
POOL
Pool Corp

Industrials
7
+ 53.85%
$242.32 - $312.05 $1.7K - $2.18K
20 $4.58M
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
7
+ 7.95%
$10.78 - $14.85 $75.5 - $104
95 $1.58M
HLLY
Holley Inc.

Consumer Cyclical
6
+ 1.16%
$2.73 - $3.9 $16.4 - $23.4
522 $2.16M
VRTS
Virtus Investment Partners, Inc.

Financial Services
12
+ 22.64%
$159.87 - $193.76 $1.92K - $2.33K
65 $10.6M
SFIX
Stitch Fix, Inc.

Consumer Cyclical
82
+ 73.87%
$4.04 - $4.66 $331 - $382
193 $1.01M
MOGA
Moog Inc Cla
2
+ 200.0%
N/A
3 $731K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.21%
$475.68 - $513.11 $476 - $513
482 $242M
SD
Sandridge Energy Inc

Energy
31
+ 147.62%
$11.25 - $14.43 $349 - $447
52 $751K
Ftai Aviation LTD
2
+ 50.0%
N/A
6 $1.18M
MSI
Motorola Solutions, Inc.

Technology
3
+ 37.5%
$379.98 - $462.26 $1.14K - $1.39K
11 $4.22M
UHAL
Amerco

Industrials
23
+ 23.47%
$51.19 - $57.43 $1.18K - $1.32K
121 $6.1M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
5
+ 45.45%
N/A
16 $1.43M
LNN
Lindsay Corp

Industrials
5
+ 125.0%
$109.48 - $141.82 $547 - $709
9 $1.06M
PCOR
Procore Technologies, Inc.

Technology
7
+ 8.97%
$69.59 - $79.6 $487 - $557
85 $6.18M
MET
Metlife Inc

Financial Services
25
+ 5.88%
$75.97 - $82.89 $1.9K - $2.07K
450 $35.5M
NU
Nu Holdings Ltd.

Financial Services
20
+ 9.17%
$14.73 - $16.39 $295 - $328
238 $3.99M
VVX
V2 X, Inc.

Industrials
10
+ 66.67%
$54.24 - $61.36 $542 - $614
25 $1.36M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
10
+ 14.29%
$154.86 - $176.69 $1.55K - $1.77K
80 $12.7M
GO
Grocery Outlet Holding Corp.

Consumer Defensive
62
+ 269.57%
$11.19 - $16.47 $694 - $1.02K
85 $859K
VIV
Telefonica Brasil S.A.

Communication Services
41
+ 1025.0%
$11.74 - $13.21 $481 - $542
45 $534K
WSFS
Wsfs Financial Corp

Financial Services
8
+ 28.57%
$50.35 - $55.45 $403 - $444
36 $1.99M
UBSI
United Bankshares Inc

Financial Services
12
+ 85.71%
$34.31 - $37.58 $412 - $451
26 $999K
WLY
John Wiley & Sons, Inc.

Communication Services
22
+ 110.0%
$35.6 - $40.15 $783 - $883
42 $1.29M
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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