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
QFIN
360 Digi Tech, Inc.

Financial Services
26
+ 50.98%
$21.09 - $30.67 $548 - $797
77 $1.48M
Anteris Technologies Global
2
+ 100.0%
N/A
4 $20K
CMT
Core Molding Technologies Inc

Basic Materials
1
+ 4.55%
$17.79 - $19.94 $17.8 - $19.9
23 $462K
UIS
Unisys Corp

Technology
4
+ 200.0%
$2.64 - $3.95 $10.6 - $15.8
6 $17K
EML
Eastern CO

Industrials
1
+ 33.33%
$19.4 - $23.23 $19.4 - $23.2
4 $79K
MPX
Marine Products Corp

Consumer Cyclical
1
+ 25.0%
$8.26 - $9.09 $8.26 - $9.09
5 $44K
CURV
Torrid Holdings Inc.

Consumer Cyclical
8
+ 800.0%
$1.14 - $1.75 $9.12 - $14
9 $9K
INNV
Innov Age Holding Corp.

Healthcare
1
+ 20.0%
$4.49 - $5.94 $4.49 - $5.94
6 $32K
CAL
Caleres Inc

Consumer Cyclical
1
+ 12.5%
$10.31 - $14.3 $10.3 - $14.3
9 $110K
ITUB
Itau Unibanco Holding S.A.

Financial Services
4
+ 3.42%
$6.76 - $7.83 $27 - $31.3
121 $863K
Seaport Entmt Group Inc
1
+ 16.67%
N/A
7 $139K
DAKT
Daktronics Inc

Technology
1
+ 5.88%
$18.43 - $20.58 $18.4 - $20.6
18 $356K
FSP
Franklin Street Properties Corp

Real Estate
3
+ 75.0%
$1.05 - $1.65 $3.15 - $4.95
7 $7K
RVSB
Riverview Bancorp Inc

Financial Services
3
+ 6.82%
$5.05 - $5.57 $15.1 - $16.7
47 $236K
NFBK
Northfield Bancorp, Inc.

Financial Services
3
+ 2.91%
$9.99 - $11.82 $30 - $35.5
106 $1.21M
WTI
W&T Offshore Inc

Energy
3
+ 5.77%
$1.85 - $2.52 $5.55 - $7.56
55 $90K
UGP
Ultrapar Holdings Inc

Energy
2
+ 3.51%
$3.74 - $4.36 $7.48 - $8.72
59 $223K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
1
+ 2.27%
$22.27 - $26.83 $22.3 - $26.8
45 $1.08M
ADM
Archer Daniels Midland CO

Consumer Defensive
1
+ 2.56%
$56.0 - $63.38 $56 - $63.4
40 $2.3M
LEVI
Levi Strauss & CO

Consumer Cyclical
22
+ 11.64%
$19.47 - $24.66 $428 - $543
211 $4.38M
GCMG
Gcm Grosvenor Inc.

Financial Services
2
+ 2.82%
$11.45 - $11.98 $22.9 - $24
73 $827K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
2
+ 10.53%
$68.8 - $78.04 $138 - $156
21 $1.43M
KRT
Karat Packaging Inc.

Consumer Cyclical
1
+ 4.55%
$21.95 - $25.64 $22 - $25.6
23 $520K
Brookfield Corp
17
+ 47.22%
N/A
53 $2.43M
AEE
Ameren Corp

Utilities
2
+ 3.7%
$101.28 - $105.72 $203 - $211
56 $5.59M
APPS
Digital Turbine, Inc.

Technology
5
+ 8.62%
$5.05 - $7.29 $25.3 - $36.5
63 $315K
ZIP
Ziprecruiter, Inc.

Industrials
1
+ 0.53%
$3.85 - $4.82 $3.85 - $4.82
191 $745K
TU
Telus Corp

Communication Services
13
+ 12.62%
$14.54 - $15.83 $189 - $206
116 $1.53M
LRN
Stride, Inc.

Consumer Defensive
2
+ 66.67%
$64.1 - $153.53 $128 - $307
5 $325K
EDIT
Editas Medicine, Inc.

Healthcare
15
+ 11.63%
$2.47 - $4.15 $37.1 - $62.3
144 $296K
OEC
Orion Engineered Carbons S.A.

Basic Materials
24
+ 18.05%
$4.5 - $7.33 $108 - $176
157 $829K
Solid Biosciences Inc
18
+ 3.19%
N/A
582 $3.28M
FAST
Fastenal CO

Industrials
25
+ 18.66%
$40.45 - $48.17 $1.01K - $1.2K
159 $6.38M
HSY
Hershey CO

Consumer Defensive
2
+ 1.79%
$162.31 - $195.56 $325 - $391
114 $20.7M
OPK
Opko Health, Inc.

Healthcare
6
+ 0.69%
$1.28 - $1.58 $7.68 - $9.48
872 $1.1M
IBKR
Interactive Brokers Group, Inc.

Financial Services
2
+ 2.38%
$64.77 - $73.08 $130 - $146
86 $5.55M
VYGR
Voyager Therapeutics, Inc.

Healthcare
1
+ 0.27%
$3.98 - $5.42 $3.98 - $5.42
365 $1.44M
TSCO
Tractor Supply CO

Consumer Cyclical
1
+ 2.04%
$52.49 - $56.37 $52.5 - $56.4
50 $2.5M
SAH
Sonic Automotive Inc

Consumer Cyclical
1
+ 4.0%
$59.68 - $77.84 $59.7 - $77.8
26 $1.61M
LYV
Live Nation Entertainment, Inc.

Communication Services
1
+ 4.76%
$134.79 - $158.88 $135 - $159
22 $3.14M
AOS
Smith A O Corp

Industrials
55
+ 8.97%
$64.74 - $73.54 $3.56K - $4.04K
668 $44.7M
NSP
Insperity, Inc.

Industrials
30
+ 19.87%
$32.66 - $49.35 $980 - $1.48K
181 $7.01M
ALV
Autoliv Inc

Consumer Cyclical
8
+ 2.8%
$115.59 - $128.01 $925 - $1.02K
294 $34.9M
PBA
Pembina Pipeline Corp

Energy
3
+ 1.28%
$37.12 - $42.09 $111 - $126
238 $9.06M
NTGR
Netgear, Inc.

Technology
1
+ 1.39%
$27.55 - $36.01 $27.6 - $36
73 $1.79M
XYL
Xylem Inc.

Industrials
4
+ 2.88%
$142.73 - $152.95 $571 - $612
143 $19.5M
MYGN
Myriad Genetics Inc

Healthcare
74
+ 5.38%
$6.3 - $8.18 $466 - $605
1.45K $8.91M
FMNB
Farmers National Banc Corp

Financial Services
134
+ 5.03%
$12.94 - $14.31 $1.73K - $1.92K
2.8K $37.3M
NTAP
Net App, Inc.

Technology
53
+ 8.77%
$109.44 - $121.82 $5.8K - $6.46K
657 $70.4M
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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