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
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-73
- 32.02%
$423.47 - $491.22 $30.9K - $35.9K
155 $61.5M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-184
- 37.02%
$176.58 - $207.02 $32.5K - $38.1K
313 $58.1M
ZTS
Zoetis Inc.

Healthcare
-273
- 76.69%
$118.8 - $147.53 $32.4K - $40.3K
83 $10.4M
TFLR
T Rowe Price Exchange Traded F
-741
- 1.79%
N/A
40.6K $2.09B
TTC
Toro CO

Industrials
-537
- 43.98%
$70.29 - $77.08 $37.7K - $41.4K
684 $53.8M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-1.7K
- 9.98%
$31.28 - $33.46 $53.2K - $56.9K
15.3K $508M
BWXT
Bwx Technologies, Inc.

Industrials
-1
- 0.03%
$177.88 - $215.86 $178 - $216
3.09K $535M
WDAY
Workday, Inc.

Technology
-141
- 73.44%
$223.49 - $245.67 $31.5K - $34.6K
51 $11M
TMUS
T Mobile Us, Inc.

Communication Services
-135
- 65.22%
$201.01 - $233.26 $27.1K - $31.5K
72 $14.6M
HD
Home Depot, Inc.

Consumer Cyclical
-57
- 22.62%
$358.03 - $397.02 $20.4K - $22.6K
195 $67.2M
MO
Altria Group, Inc.

Consumer Defensive
-439
- 49.05%
$56.38 - $66.65 $24.8K - $29.3K
456 $26.3M
SAM
Boston Beer CO Inc

Consumer Defensive
-142
- 49.48%
$198.24 - $231.6 $28.2K - $32.9K
145 $28.3M
CTRA
Coterra Energy Inc.

Energy
-1.39K
- 89.41%
$22.58 - $26.79 $31.3K - $37.1K
164 $4.32M
TFX
Teleflex Inc

Healthcare
-261
- 23.06%
$107.0 - $133.06 $27.9K - $34.7K
871 $106M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-717
- 36.12%
$51.46 - $55.61 $36.9K - $39.9K
1.27K $75.4M
RE
Everest Re Group LTD

Financial Services
-85
- 35.27%
N/A
156 $52.9M
ETSY
Etsy Inc

Consumer Cyclical
-143
- 6.65%
$56.8 - $75.56 $8.12K - $10.8K
2.01K $111M
CNXC
Concentrix Corp

Technology
-642
- 62.03%
$34.42 - $48.26 $22.1K - $31K
393 $16.3M
Siriusxm Holdings Inc
-1.25K
- 66.99%
N/A
615 $12.3M
CUBE
Cube Smart

Real Estate
-750
- 93.17%
$36.62 - $42.34 $27.5K - $31.8K
55 $1.98M
SWKS
Skyworks Solutions, Inc.

Technology
-352
- 59.26%
$66.6 - $80.26 $23.4K - $28.3K
242 $15.3M
SPGI
S&P Global Inc.

Financial Services
-68
- 45.33%
$472.05 - $502.96 $32.1K - $34.2K
82 $42.9M
OTIS
Otis Worldwide Corp

Industrials
-297
- 34.94%
$88.77 - $93.38 $26.4K - $27.7K
553 $48.3M
PPC
Pilgrims Pride Corp

Consumer Defensive
-701
- 76.44%
$36.61 - $41.24 $25.7K - $28.9K
216 $8.42M
XRAY
Dentsply Sirona Inc.

Healthcare
-2.13K
- 59.85%
$10.52 - $13.19 $22.4K - $28.1K
1.43K $16.3M
SON
Sonoco Products CO

Consumer Cyclical
-669
- 89.92%
$39.27 - $43.32 $26.3K - $29K
75 $3.27M
NNN
National Retail Properties, Inc.

Real Estate
-581
- 31.96%
$39.65 - $42.98 $23K - $25K
1.24K $49M
AIG
American International Group, Inc.

Financial Services
-420
- 37.04%
$76.15 - $84.05 $32K - $35.3K
714 $61.1M
MOS
Mosaic CO

Basic Materials
-785
- 97.39%
$24.92 - $35.41 $19.6K - $27.8K
21 $506K
Veralto Corp
-252
- 77.78%
N/A
72 $7.19M
WTRG
Essential Utilities, Inc.

Utilities
-663
- 54.66%
$38.08 - $41.93 $25.2K - $27.8K
550 $21.1M
DOV
Dover Corp

Industrials
-197
- 49.87%
$161.16 - $183.97 $31.7K - $36.2K
198 $38.7M
SLM
Slm Corp

Financial Services
-974
- 71.94%
$25.19 - $28.45 $24.5K - $27.7K
380 $10.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-45
- 54.22%
$600.51 - $631.95 $27K - $28.4K
38 $23.8M
CLX
Clorox CO

Consumer Defensive
-217
- 96.88%
$103.68 - $123.19 $22.5K - $26.7K
7 $706K
CHD
Church & Dwight CO Inc

Consumer Defensive
-290
- 90.34%
$81.8 - $90.01 $23.7K - $26.1K
31 $2.6M
TPR
Tapestry, Inc.

Consumer Cyclical
-518
- 18.49%
$98.81 - $117.14 $51.2K - $60.7K
2.28K $292M
KMB
Kimberly Clark Corp

Consumer Defensive
-202
- 95.73%
$100.05 - $123.23 $20.2K - $24.9K
9 $909K
RYN
Rayonier Inc

Real Estate
-876
- 76.11%
$21.78 - $26.92 $19.1K - $23.6K
275 $5.95M
UBER
Uber Technologies, Inc

Technology
-216
- 50.94%
$91.62 - $100.1 $19.8K - $21.6K
208 $17M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.22K
- 3.2%
$71.0 - $74.64 $86.3K - $90.8K
36.8K $2.73B
DPZ
Dominos Pizza Inc

Consumer Cyclical
-55
- 58.51%
$398.46 - $431.24 $21.9K - $23.7K
39 $16.3M
ITW
Illinois Tool Works Inc

Industrials
-89
- 64.96%
$242.03 - $260.73 $21.5K - $23.2K
48 $11.8M
TT
Trane Technologies PLC

Industrials
-52
- 57.78%
$408.5 - $448.65 $21.2K - $23.3K
38 $14.8M
WEN
Wendy'S CO

Consumer Cyclical
-2.3K
- 49.09%
$8.43 - $9.55 $19.4K - $22K
2.39K $19.9M
NFG
National Fuel Gas CO

Energy
-210
- 43.93%
$77.99 - $92.46 $16.4K - $19.4K
268 $21.5M
CPRT
Copart Inc

Consumer Cyclical
-394
- 32.81%
$39.98 - $45.76 $15.8K - $18K
807 $31.6M
BSX
Boston Scientific Corp

Healthcare
-222
- 53.75%
$94.95 - $104.98 $21.1K - $23.3K
191 $18.2M
VIG
Vanguard Dividend Appreciation

ETFs
-106
- 31.83%
N/A
227 $49.9M
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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