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
DIS
Walt Disney CO

Communication Services
-15
- 1.34%
$105.69 - $116.65 $1.59K - $1.75K
1.11K $126M
Priority Technology Hldgs In
-347
- 78.33%
N/A
96 $524K
VST
Vistra Corp.

Utilities
-7
- 17.5%
$171.56 - $210.85 $1.2K - $1.48K
33 $5.32M
PBF
Pbf Energy Inc.

Energy
-29
- 5.32%
$27.7 - $40.24 $803 - $1.17K
516 $14M
KHC
Kraft Heinz CO

Consumer Defensive
-61
- 11.8%
$23.72 - $26.28 $1.45K - $1.6K
456 $11.1M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-4
- 15.38%
$252.87 - $320.26 $1.01K - $1.28K
22 $6.14M
HAIN
Hain Celestial Group Inc

Consumer Defensive
-1.38K
- 78.04%
$1.07 - $1.56 $1.47K - $2.15K
387 $415K
AVSE
American Centy ETF Tr Avantis

ETFs
-94
- 3.51%
$61.83 - $66.19 $5.81K - $6.22K
2.58K $168M
SFL
Sfl Corp Ltd.

Industrials
-311
- 79.34%
$6.84 - $8.35 $2.13K - $2.6K
81 $633K
ATUS
Altice Usa, Inc.

Communication Services
-913
- 85.41%
$1.78 - $2.69 $1.63K - $2.46K
156 $258K
PHG
Koninklijke Philips Nv

Healthcare
-80
- 28.27%
$27.15 - $29.38 $2.17K - $2.35K
203 $5.5M
MASI
Masimo Corp

Healthcare
-5
- 5.62%
$140.65 - $153.72 $703 - $769
84 $10.9M
MTB
M&T Bank Corp

Financial Services
-12
- 21.43%
$178.63 - $195.63 $2.14K - $2.35K
44 $8.87M
GTN
Gray Television Inc

Communication Services
-306
- 40.69%
$4.4 - $5.7 $1.35K - $1.74K
446 $2.16M
VMC
Vulcan Materials CO

Basic Materials
-1
- 1.19%
$280.58 - $309.07 $281 - $309
83 $23.8M
RMR
Rmr Group Inc.

Real Estate
-135
- 72.58%
$14.45 - $15.86 $1.95K - $2.14K
51 $760K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-22
- 43.14%
$89.98 - $107.11 $1.98K - $2.36K
29 $3.15M
EVER
Ever Quote, Inc.

Communication Services
-133
- 38.0%
$19.35 - $26.45 $2.57K - $3.52K
217 $5.86M
HOG
Harley Davidson, Inc.

Consumer Cyclical
-66
- 64.08%
$24.71 - $28.37 $1.63K - $1.87K
37 $759K
DINO
Hf Sinclair Corp

Energy
-3
- 0.96%
$50.59 - $56.16 $152 - $168
311 $14.3M
Blackrock Inc
-1
- 10.0%
N/A
9 $9.63M
IAC
Iac/Inter Active Corp

Communication Services
-66
- 66.67%
$31.74 - $34.59 $2.09K - $2.28K
33 $1.29M
SBUX
Starbucks Corp

Consumer Cyclical
-24
- 26.97%
$78.46 - $87.26 $1.88K - $2.09K
65 $5.47M
EVRG
Evergy, Inc.

Utilities
-2
- 0.36%
$75.56 - $78.73 $151 - $157
546 $39.6M
UEC
Uranium Energy Corp

Energy
-7
- 0.58%
$11.59 - $16.74 $81.1 - $117
1.19K $13.9M
AAL
American Airlines Group Inc.

Industrials
-233
- 63.49%
N/A
134 $2.06M
EQIX
Equinix Inc

Real Estate
-2
- 8.0%
$772.6 - $846.01 $1.55K - $1.69K
23 $17.6M
R
Ryder System Inc

Industrials
-11
- 44.0%
$160.2 - $194.22 $1.76K - $2.14K
14 $2.68M
JD
Jd.Com, Inc.

Consumer Cyclical
-53
- 67.09%
$29.31 - $36.17 $1.55K - $1.92K
26 $747K
FOR
Forestar Group Inc.

Real Estate
-28
- 4.17%
$24.26 - $27.96 $679 - $783
643 $15.8M
TDY
Teledyne Technologies Inc

Technology
-3
- 50.0%
$501.23 - $593.62 $1.5K - $1.78K
3 $1.53M
Chimera Invt Corp
-145
- 74.36%
N/A
50 $622K
APO
Apollo Global Management, Inc.

Financial Services
-15
- 78.95%
$118.22 - $133.75 $1.77K - $2.01K
4 $580K
OXY
Occidental Petroleum Corp

Energy
-15
- 6.91%
$39.75 - $47.72 $596 - $716
202 $8.31M
Canadian Pacific Kansas City
-25
- 26.32%
N/A
70 $5.16M
COIN
Coinbase Global, Inc.

Technology
-1
- 6.67%
$283.14 - $387.27 $283 - $387
14 $3.17M
ACCO
Acco Brands Corp

Industrials
-427
- 37.26%
$3.42 - $4.14 $1.46K - $1.77K
719 $2.68M
ZD
Ziff Davis, Inc.

Communication Services
-31
- 11.44%
$30.35 - $39.53 $941 - $1.23K
240 $8.44M
MED
Medifast Inc

Consumer Cyclical
-130
- 81.25%
$11.38 - $14.03 $1.48K - $1.82K
30 $321K
DH
Definitive Healthcare Corp.

Healthcare
-331
- 43.1%
$2.65 - $3.56 $877 - $1.18K
437 $1.26M
SLQT
Select Quote, Inc.

Financial Services
-702
- 45.03%
$1.49 - $2.13 $1.05K - $1.5K
857 $1.21M
PPL
Ppl Corp

Utilities
-43
- 27.39%
$36.25 - $37.97 $1.56K - $1.63K
114 $3.99M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-102
- 15.02%
$33.18 - $38.64 $3.38K - $3.94K
577 $22.3M
Lineage Inc
-30
- 15.08%
N/A
169 $5.92M
PRCH
Porch Group, Inc.

Technology
-8
- 3.6%
$10.17 - $17.24 $81.4 - $138
214 $1.95M
SRI
Stoneridge Inc

Consumer Cyclical
-165
- 38.46%
$5.72 - $7.6 $944 - $1.25K
264 $1.53M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-117
- 26.47%
$85.04 - $106.29 $9.95K - $12.4K
325 $40M
CLDT
Chatham Lodging Trust

Real Estate
-259
- 67.1%
$6.23 - $6.87 $1.61K - $1.78K
127 $865K
NKE
Nike, Inc.

Consumer Cyclical
-11
- 6.67%
$60.8 - $74.57 $669 - $820
154 $9.83M
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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