True Wealth Design, LLC Sells in Q4 2025

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AJG
Arthur J. Gallagher & Co.

Financial Services
-3
- 30.0%
$242.98 - $310.48 $729 - $931
7 $1.81M
GFF
Griffon Corp

Industrials
-15
- 53.57%
$69.87 - $77.83 $1.05K - $1.17K
13 $958K
KKR
Kkr & Co. Inc.

Financial Services
-7
- 7.95%
$117.52 - $127.65 $823 - $894
81 $10.3M
Forrester Resh Inc
-109
- 94.78%
N/A
6 $49K
SPSC
Sps Commerce Inc

Technology
-11
- 91.67%
$80.48 - $113.04 $885 - $1.24K
1 $90K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-3
- 5.0%
$71.69 - $105.67 $215 - $317
57 $4.35M
UPST
Upstart Holdings, Inc.

Financial Services
-13
- 15.85%
$37.29 - $52.88 $485 - $687
69 $3.02M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
-39
- 36.79%
$24.59 - $27.72 $959 - $1.08K
67 $1.78M
HLI
Houlihan Lokey, Inc.

Financial Services
-4
- 28.57%
$178.07 - $202.25 $712 - $809
10 $1.74M
REZI
Resideo Technologies, Inc.

Industrials
-4
- 3.25%
$30.39 - $44.5 $122 - $178
119 $4.18M
SHEL
Shell PLC

Energy
-25
- 6.81%
$71.37 - $77.01 $1.78K - $1.93K
342 $25.1M
CASS
Cass Information Systems Inc

Industrials
-29
- 72.5%
$36.78 - $41.77 $1.07K - $1.21K
11 $457K
CRGY
Crescent Energy CO

Energy
-33
- 2.09%
$7.99 - $9.69 $264 - $320
1.55K $13M
LAD
Lithia Motors Inc

Consumer Cyclical
-4
- 28.57%
$290.43 - $331.6 $1.16K - $1.33K
10 $3.32M
RGR
Sturm Ruger & CO Inc

Industrials
-24
- 82.76%
N/A
5 $164K
CHH
Choice Hotels International Inc

Consumer Cyclical
-10
- 83.33%
$91.5 - $106.5 $915 - $1.07K
2 $191K
MSBI
Midland States Bancorp, Inc.

Financial Services
-112
- 35.0%
$14.64 - $16.98 $1.64K - $1.9K
208 $4.4M
EOG
Eog Resources Inc

Energy
-7
- 12.73%
$105.0 - $111.92 $735 - $783
48 $5.04M
D
Dominion Energy, Inc

Utilities
-9
- 4.13%
$58.49 - $61.69 $526 - $555
209 $12.2M
GCO
Genesco Inc

Consumer Cyclical
-8
- 3.86%
$26.15 - $32.41 $209 - $259
199 $4.93M
NRG
Nrg Energy, Inc.

Utilities
-5
- 5.75%
$160.42 - $178.5 $802 - $893
82 $13.1M
TBI
True Blue, Inc.

Industrials
-155
- 75.61%
N/A
50 $228K
FCF
First Commonwealth Financial Corp

Financial Services
-56
- 12.67%
$15.29 - $17.0 $856 - $952
386 $6.51M
HSIC
Henry Schein Inc

Healthcare
-18
- 46.15%
$62.03 - $73.34 $1.12K - $1.32K
21 $1.59M
BGS
B&G Foods, Inc.

Consumer Defensive
-197
- 18.39%
$3.92 - $4.96 $772 - $977
874 $3.76M
CVGW
Calavo Growers Inc

Consumer Defensive
-34
- 56.67%
$20.87 - $26.17 $710 - $890
26 $566K
WABC
Westamerica Bancorporation

Financial Services
-13
- 7.88%
$45.31 - $49.97 $589 - $650
152 $7.27M
STRL
Sterling Construction CO Inc

Industrials
-1
- 5.0%
$326.6 - $411.07 $327 - $411
19 $5.82M
LKFN
Lakeland Financial Corp

Financial Services
-14
- 58.33%
$56.79 - $64.2 $795 - $899
10 $571K
GPC
Genuine Parts CO

Consumer Cyclical
-1
- 1.85%
$122.69 - $140.39 $123 - $140
53 $6.52M
GPI
Group 1 Automotive Inc

Consumer Cyclical
-2
- 50.0%
$380.02 - $450.4 $760 - $901
2 $787K
RBBN
Ribbon Communications Inc.

Communication Services
-253
- 98.83%
$3.04 - $4.04 $769 - $1.02K
3 $9K
FSUN
Firstsun Cap Bancorp Com
-24
- 53.33%
N/A
21 $791K
TRGP
Targa Resources Corp.

Energy
-7
- 35.0%
$146.3 - $173.23 $1.02K - $1.21K
13 $2.4M
GGG
Graco Inc

Industrials
-5
- 2.78%
$80.15 - $84.86 $401 - $424
175 $14.3M
Marex Group PLC
-29
- 82.86%
N/A
6 $231K
WRLD
World Acceptance Corp

Financial Services
-2
- 8.7%
$126.42 - $184.21 $253 - $368
21 $2.95M
MXCT
Maxcyte, Inc.

Healthcare
-593
- 80.79%
$1.44 - $1.83 $854 - $1.09K
141 $219K
MCO
Moodys Corp

Financial Services
-5
- 10.64%
$468.56 - $495.08 $2.34K - $2.48K
42 $21.5M
LI
Li Auto Inc.

Consumer Cyclical
-10
- 11.11%
$19.77 - $25.83 $198 - $258
80 $1.36M
BAND
Bandwidth Inc.

Technology
-41
- 17.15%
$14.26 - $16.96 $585 - $695
198 $3.06M
BSIG
Bright Sphere Investment Group Inc.

Financial Services
-19
- 70.37%
N/A
8 $376K
DLR
Digital Realty Trust, Inc.

Real Estate
-4
- 21.05%
$158.11 - $179.28 $632 - $717
15 $2.32M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-7
- 3.21%
$120.73 - $128.98 $845 - $903
211 $26.7M
BFA
Brown Forman Corp Cl A
-33
- 82.5%
N/A
7 $185K
STRA
Strategic Education, Inc.

Consumer Defensive
-6
- 8.7%
$74.64 - $86.09 $448 - $517
63 $5.05M
UTMD
Utah Medical Products Inc

Healthcare
-10
- 22.73%
$56.11 - $64.0 $561 - $640
34 $1.9M
SUZ
Suzano S.A.

Basic Materials
-92
- 62.16%
$8.72 - $9.52 $802 - $876
56 $524K
PAYX
Paychex Inc

Industrials
-4
- 14.81%
$111.08 - $128.59 $444 - $514
23 $2.58M
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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