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
UHT
Universal Health Realty Income Trust

Real Estate
12
+ 26.09%
$35.33 - $39.57 $424 - $475
58 $2.28M
ROG
Rogers Corp

Technology
3
+ 17.65%
$78.35 - $88.27 $235 - $265
20 $1.83M
CMRE
Costamare Inc.

Industrials
9
+ 10.98%
$10.87 - $14.7 $97.8 - $132
91 $1.44M
RNGR
Ranger Energy Services, Inc.

Energy
33
+ 44.59%
$12.37 - $14.1 $408 - $465
107 $1.5M
TECK
Teck Resources LTD

Basic Materials
7
+ 24.14%
$41.09 - $44.57 $288 - $312
36 $1.73M
XP
Xp Inc.

Financial Services
33
+ 89.19%
$15.81 - $19.8 $522 - $653
70 $1.15M
Rigel Pharmaceuticals Inc
1
+ 3.57%
N/A
29 $1.24M
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
4
+ 1.79%
$29.65 - $32.15 $119 - $129
227 $7.41M
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
93
+ 74.4%
$5.54 - $6.18 $515 - $575
218 $1.19M
ERJ
Embraer S.A.

Industrials
6
+ 46.15%
$56.04 - $66.93 $336 - $402
19 $1.22M
PNW
Pinnacle West Capital Corp

Utilities
6
+ 5.61%
$87.64 - $93.71 $526 - $562
113 $10M
ALX
Alexanders Inc

Real Estate
2
+ 200.0%
$216.52 - $243.45 $433 - $487
3 $654K
CENTA
Central Garden & Pet Company C

Consumer Defensive
15
+ 25.42%
$26.27 - $29.31 $394 - $440
74 $2.16M
BBUC
Brookfield Business Corp

Financial Services
11
+ 157.14%
$31.22 - $37.76 $343 - $415
18 $646K
MNKD
Mannkind Corp

Healthcare
38
+ 5.86%
$4.88 - $6.06 $185 - $230
686 $3.89M
WAFD
Washington Federal Inc

Financial Services
10
+ 19.23%
$27.83 - $30.68 $278 - $307
62 $1.99M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
1
+ 7.69%
$40.77 - $54.55 $40.8 - $54.6
14 $964K
DOCN
Digital Ocean Holdings, Inc.

Technology
2
+ 9.09%
$35.87 - $51.67 $71.7 - $103
24 $1.16M
TTD
Trade Desk, Inc.

Technology
30
+ 45.45%
$41.93 - $54.13 $1.26K - $1.62K
96 $3.65M
ARVN
Arvinas, Inc.

Healthcare
3
+ 2.8%
$9.13 - $11.21 $27.4 - $33.6
110 $1.31M
WMG
Warner Music Group Corp.

Communication Services
14
+ 127.27%
$29.75 - $34.24 $417 - $479
25 $767K
THFF
First Financial Corp

Financial Services
5
+ 22.73%
$51.56 - $57.3 $258 - $287
27 $1.63M
GHC
Graham Holdings CO

Consumer Defensive
1
+ 11.11%
$949.84 - $1161.41 $950 - $1.16K
10 $11M
VRRM
Verra Mobility Corp

Industrials
23
+ 41.82%
$22.67 - $24.79 $521 - $570
78 $1.75M
VREX
Varex Imaging Corp

Healthcare
49
+ 19.76%
$10.81 - $12.46 $530 - $611
297 $3.46M
MITK
Mitek Systems Inc

Technology
31
+ 41.89%
$8.97 - $9.79 $278 - $303
105 $1.11M
WINA
Winmark Corp

Consumer Cyclical
3
+ 33.33%
$392.72 - $517.89 $1.18K - $1.55K
12 $4.86M
SSL
Sasol LTD

Basic Materials
55
+ 78.57%
$5.33 - $7.05 $293 - $388
125 $814K
TASK
Task Us, Inc.

Technology
38
+ 316.67%
$11.71 - $17.73 $445 - $674
50 $590K
ICLR
Icon PLC

Healthcare
2
+ 200.0%
$157.68 - $193.89 $315 - $388
3 $547K
EQBK
Equity Bancshares Inc

Financial Services
1
+ 1.22%
N/A
83 $3.71M
OTEX
Open Text Corp

Technology
16
+ 50.0%
$33.68 - $39.69 $539 - $635
48 $1.56M
POWI
Power Integrations Inc

Technology
22
+ 24.72%
$34.6 - $48.83 $761 - $1.07K
111 $3.95M
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
71
+ 56.35%
$9.12 - $12.01 $648 - $853
197 $1.9M
CARG
Car Gurus, Inc.

Communication Services
8
+ 17.02%
$33.13 - $38.21 $265 - $306
55 $2.11M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
45
+ 1125.0%
$7.48 - $9.49 $337 - $427
49 $390K
OFIX
Orthofix Medical Inc.

Healthcare
22
+ 81.48%
$14.02 - $16.23 $308 - $357
49 $743K
CAC
Camden National Corp

Financial Services
4
+ 11.11%
$35.45 - $39.46 $142 - $158
40 $1.74M
BCE
Bce Inc

Communication Services
13
+ 15.48%
$22.29 - $24.26 $290 - $315
97 $2.31M
TRST
Trustco Bank Corp N Y

Financial Services
2
+ 3.85%
$34.65 - $40.11 $69.3 - $80.2
54 $2.23M
OSBC
Old Second Bancorp Inc

Financial Services
8
+ 9.52%
$16.71 - $18.61 $134 - $149
92 $1.79M
LRMR
Larimar Therapeutics, Inc.

Healthcare
8
+ 1.49%
$3.22 - $4.87 $25.8 - $39
544 $2.07M
KMPH
Kempharm, Inc

Healthcare
42
+ 63.64%
N/A
108 $968K
HBNC
Horizon Bancorp Inc

Financial Services
14
+ 13.33%
$15.04 - $16.6 $211 - $232
119 $2.02M
Fidelis Insurance Holdings L
14
+ 32.56%
N/A
57 $1.12M
CVBF
Cvb Financial Corp

Financial Services
18
+ 900.0%
$18.05 - $19.28 $325 - $347
20 $372K
Kindercare Learning Companie
143
+ 117.21%
N/A
265 $1.15M
Amrize LTD
3
+ 10.0%
N/A
33 $1.79M
CHCT
Community Healthcare Trust Inc

Real Estate
17
+ 38.64%
$13.31 - $15.38 $226 - $261
61 $1M
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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