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
IDA
Idacorp Inc

Utilities
-1
- 9.09%
$127.98 - $137.7 $128 - $138
10 $1.24M
MAPS
Wm Technology, Inc.

Technology
-129
- 55.84%
$0.91 - $1.21 $117 - $156
102 $85K
MLR
Miller Industries Inc

Consumer Cyclical
-4
- 40.0%
$37.48 - $41.56 $150 - $166
6 $225K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-1
- 14.29%
$112.52 - $133.34 $113 - $133
6 $722K
Millrose Pptys Inc
-2
- 6.67%
N/A
28 $837K
ARKO
Arko Corp.

Consumer Cyclical
-35
- 8.75%
$3.82 - $4.56 $134 - $160
365 $1.66M
TZOO
Travelzoo

Communication Services
-17
- 94.44%
N/A
1 $8K
BBCP
Concrete Pumping Holdings, Inc.

Industrials
-18
- 12.77%
$6.09 - $7.13 $110 - $128
123 $826K
Southland Hldgs Inc
-35
- 67.31%
N/A
17 $57K
ATEC
Alphatec Holdings, Inc.

Healthcare
-99
- 33.56%
$13.14 - $20.75 $1.3K - $2.05K
196 $4.12M
CIGI
Colliers International Group Inc.

Real Estate
-1
- 50.0%
$146.57 - $169.29 $147 - $169
1 $148K
MNTK
Montauk Renewables, Inc.

Utilities
-80
- 86.96%
$1.64 - $2.48 $131 - $198
12 $21K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
-3
- 4.23%
$14.78 - $16.72 $44.3 - $50.2
68 $991K
CDE
Coeur Mining, Inc.

Basic Materials
-7
- 17.07%
$13.82 - $23.1 $96.7 - $162
34 $607K
Proficient Auto Logistics In
-46
- 45.1%
N/A
56 $540K
ENSG
Ensign Group, Inc

Healthcare
-1
- 11.11%
$173.93 - $189.93 $174 - $190
8 $1.39M
NAVI
Navient Corp

Financial Services
-12
- 63.16%
$11.67 - $13.29 $140 - $159
7 $91K
PKOH
Park Ohio Holdings Corp

Industrials
-7
- 28.0%
$19.19 - $21.37 $134 - $150
18 $377K
WSR
Whitestone Reit

Real Estate
-16
- 38.1%
$11.46 - $13.4 $183 - $214
26 $362K
SNEX
Stone X Group Inc.

Financial Services
-1
- 10.0%
$85.03 - $103.54 $85 - $104
9 $857K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-2
- 6.9%
$122.36 - $133.85 $245 - $268
27 $3.72M
HBCP
Home Bancorp, Inc.

Financial Services
-4
- 16.0%
$51.19 - $55.74 $205 - $223
21 $1.21M
Marketwise Inc
-7
- 28.0%
N/A
18 $271K
SHBI
Shore Bancshares Inc

Financial Services
-13
- 18.84%
$15.21 - $16.42 $198 - $213
56 $991K
CEG
Constellation Energy Corp

Utilities
-3
- 9.38%
$335.74 - $401.43 $1.01K - $1.2K
29 $10.2M
IBOC
International Bancshares Corp

Financial Services
-1
- 3.13%
$64.75 - $68.89 $64.8 - $68.9
31 $2.06M
TRN
Trinity Industries Inc

Industrials
-1
- 1.45%
$24.9 - $28.34 $24.9 - $28.3
68 $1.8M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-1
- 25.0%
$71.33 - $86.27 $71.3 - $86.3
3 $184K
LMNR
Limoneira CO

Consumer Defensive
-9
- 90.0%
$13.38 - $15.25 $120 - $137
1 $13K
Pro Dex Inc Colo
-4
- 80.0%
N/A
1 $39K
Bw Lpg LTD
-7
- 24.14%
N/A
22 $289K
Princeton Bancorp Inc
-4
- 80.0%
N/A
1 $35K
CNK
Cinemark Holdings, Inc.

Communication Services
-1
- 4.76%
$25.09 - $30.41 $25.1 - $30.4
20 $465K
TRMK
Trustmark Corp

Financial Services
-1
- 0.77%
$36.68 - $39.83 $36.7 - $39.8
129 $5.03M
LZB
La Z Boy Inc

Consumer Cyclical
-4
- 44.44%
$30.36 - $34.4 $121 - $138
5 $187K
SKYW
Skywest Inc

Industrials
-1
- 1.05%
$95.04 - $101.89 $95 - $102
94 $9.44M
VSH
Vishay Intertechnology Inc

Technology
-2
- 1.8%
$13.24 - $17.5 $26.5 - $35
109 $1.58M
VLGEA
Village Super Market Inc

Consumer Defensive
-3
- 50.0%
$30.91 - $37.63 $92.7 - $113
3 $107K
TGLS
Tecnoglass Inc.

Basic Materials
-1
- 25.0%
$44.91 - $66.41 $44.9 - $66.4
3 $151K
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
-25
- 89.29%
$3.1 - $5.15 $77.5 - $129
3 $12K
FCFS
First Cash Holdings, Inc.

Financial Services
-1
- 2.27%
$148.07 - $162.52 $148 - $163
43 $6.85M
Airship Ai Hldgs Inc
-9
- 23.08%
N/A
30 $87K
WEST
Westrock Coffee Holdings, LLC
-22
- 73.33%
$3.87 - $5.19 $85.1 - $114
8 $33K
CALX
Calix, Inc

Technology
-1
- 14.29%
$57.73 - $68.42 $57.7 - $68.4
6 $318K
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
-16
- 80.0%
$6.95 - $7.85 $111 - $126
4 $35K
PSMT
Pricesmart Inc

Consumer Defensive
-1
- 11.11%
$114.94 - $124.09 $115 - $124
8 $982K
SIBN
Si Bone, Inc.

Healthcare
-8
- 80.0%
$14.27 - $18.0 $114 - $144
2 $40K
BHRB
Burke Herbert Finl Svcs Corp C
-2
- 7.14%
N/A
26 $1.62M
KMT
Kennametal Inc

Industrials
-11
- 39.29%
$20.45 - $27.78 $225 - $306
17 $483K
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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