True Wealth Design, LLC Reduced Holdings in Q4 2025

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
KRC
Kilroy Realty Corp

Real Estate
-101
- 10.0%
$39.55 - $43.48 $3.99K - $4.39K
909 $34M
MTDR
Matador Resources CO

Energy
-191
- 97.95%
$37.19 - $45.54 $7.1K - $8.7K
4 $170K
EMR
Emerson Electric CO

Industrials
-86
- 4.58%
$126.01 - $140.03 $10.8K - $12K
1.79K $238M
RLJ
Rlj Lodging Trust

Real Estate
-1.19K
- 61.93%
$6.6 - $7.52 $7.88K - $8.98K
734 $5.47M
AVT
Avnet Inc

Technology
-155
- 88.57%
$46.45 - $53.07 $7.2K - $8.23K
20 $962K
RNG
Ring Central, Inc.

Technology
-294
- 38.63%
$26.39 - $30.48 $7.76K - $8.96K
467 $13.5M
WM
Waste Management Inc

Industrials
-35
- 13.67%
$196.77 - $219.98 $6.89K - $7.7K
221 $48.5M
RPAY
Repay Holdings Corp

Technology
-1.5K
- 92.57%
$3.5 - $5.25 $5.24K - $7.85K
120 $438K
CODI
Compass Diversified Holdings

Industrials
-1.18K
- 98.66%
$5.54 - $8.6 $6.54K - $10.2K
16 $77K
ICFI
Icf International, Inc.

Industrials
-76
- 42.46%
$78.05 - $94.59 $5.93K - $7.19K
103 $8.79M
PHM
Pultegroup Inc

Consumer Cyclical
-20
- 5.62%
$118.23 - $137.61 $2.36K - $2.75K
336 $39.4M
KR
Kroger CO

Consumer Defensive
-97
- 31.8%
$63.15 - $69.15 $6.13K - $6.71K
208 $13M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-112
- 63.64%
$55.57 - $63.17 $6.22K - $7.08K
64 $3.45M
QLYS
Qualys, Inc.

Technology
-57
- 57.0%
$121.21 - $153.8 $6.91K - $8.77K
43 $5.72M
CDW
Cdw Corp

Technology
-38
- 38.78%
$141.56 - $159.42 $5.38K - $6.06K
60 $8.17M
MGRC
Mcgrath Rentcorp

Industrials
-61
- 74.39%
$101.47 - $122.2 $6.19K - $7.45K
21 $2.2M
SHW
Sherwin Williams CO

Basic Materials
-15
- 13.89%
$330.74 - $354.45 $4.96K - $5.32K
93 $30.1M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-527
- 80.95%
$12.5 - $18.02 $6.59K - $9.5K
124 $2.45M
KEX
Kirby Corp

Industrials
-92
- 76.67%
$79.95 - $110.67 $7.36K - $10.2K
28 $3.09M
ATR
Aptargroup, Inc.

Healthcare
-50
- 81.97%
$113.12 - $134.14 $5.66K - $6.71K
11 $1.34M
AGO
Assured Guaranty LTD

Financial Services
-89
- 37.71%
$79.14 - $87.76 $7.04K - $7.81K
147 $13.2M
CCS
Century Communities, Inc.

Consumer Cyclical
-104
- 74.82%
$57.73 - $65.08 $6K - $6.77K
35 $2.08M
Crane Company
-36
- 35.29%
N/A
66 $12.2M
VZ
Verizon Communications Inc

Communication Services
-112
- 18.64%
$38.4 - $43.83 $4.3K - $4.91K
489 $19.9M
HMC
Honda Motor CO LTD

Consumer Cyclical
-202
- 52.06%
$29.48 - $31.93 $5.95K - $6.45K
186 $5.48M
JBL
Jabil Inc

Technology
-35
- 25.0%
$193.99 - $222.32 $6.79K - $7.78K
105 $23.9M
ALRM
Alarm.Com Holdings, Inc.

Technology
-120
- 93.75%
$47.13 - $52.31 $5.66K - $6.28K
8 $409K
NVO
Novo Nordisk A S

Healthcare
-85
- 19.19%
$45.68 - $59.65 $3.88K - $5.07K
358 $18.2M
BYD
Boyd Gaming Corp

Consumer Cyclical
-67
- 12.59%
$76.81 - $87.03 $5.15K - $5.83K
465 $39.6M
PM
Philip Morris International Inc.

Consumer Defensive
-28
- 2.78%
$144.33 - $160.86 $4.04K - $4.5K
978 $157M
HRB
H&R Block Inc

Consumer Cyclical
-116
- 65.17%
$44.27 - $52.59 $5.14K - $6.1K
62 $2.7M
Six Flags Entertainment Corp
-170
- 34.27%
N/A
326 $5M
ABBV
Abb Vie Inc.

Healthcare
-20
- 3.69%
$211.96 - $244.38 $4.24K - $4.89K
522 $119M
DV
Double Verify Holdings, Inc.

Technology
-481
- 36.86%
$9.39 - $12.13 $4.52K - $5.83K
824 $9.43M
ECL
Ecolab Inc.

Basic Materials
-5
- 1.16%
$253.06 - $281.35 $1.27K - $1.41K
425 $112M
SFNC
Simmons First National Corp

Financial Services
-312
- 68.12%
$17.26 - $19.5 $5.39K - $6.08K
146 $2.75M
WTW
Willis Towers Watson PLC

Financial Services
-17
- 65.38%
$313.1 - $349.93 $5.32K - $5.95K
9 $2.96M
OLN
Olin Corp

Basic Materials
-237
- 94.05%
$19.12 - $25.93 $4.53K - $6.15K
15 $313K
CPNG
Coupang, Inc.

Consumer Cyclical
-30
- 5.0%
$28.22 - $32.56 $847 - $977
570 $13.4M
TNET
Trinet Group, Inc.

Industrials
-87
- 94.57%
$54.52 - $66.17 $4.74K - $5.76K
5 $296K
BPOP
Popular, Inc.

Financial Services
-40
- 11.36%
$109.24 - $127.05 $4.37K - $5.08K
312 $38.9M
NXPI
Nxp Semiconductors N.V.

Technology
-17
- 8.5%
$197.1 - $231.42 $3.35K - $3.93K
183 $39.7M
USFD
Us Foods Holding Corp.

Consumer Defensive
-53
- 3.78%
$71.4 - $77.21 $3.78K - $4.09K
1.35K $102M
AVNS
Avanos Medical, Inc.

Healthcare
-485
- 67.27%
$10.66 - $11.83 $5.17K - $5.74K
236 $2.65M
COLM
Columbia Sportswear CO

Consumer Cyclical
-115
- 47.33%
$48.96 - $54.89 $5.63K - $6.31K
128 $7.05M
AWI
Armstrong World Industries Inc

Industrials
-20
- 5.73%
$182.66 - $203.71 $3.65K - $4.07K
329 $62.9M
BMBL
Bumble Inc.

Technology
-852
- 87.03%
$3.6 - $6.04 $3.07K - $5.15K
127 $454K
SEIC
Sei Investments CO

Financial Services
-64
- 76.19%
$80.51 - $85.62 $5.15K - $5.48K
20 $1.64M
SE
Sea LTD

Consumer Cyclical
-30
- 96.77%
$140.04 - $192.69 $4.2K - $5.78K
1 $128K
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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