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
MCY
Mercury General Corp

Financial Services
-1
- 0.31%
$76.23 - $88.09 $76.2 - $88.1
324 $30.5M
FHN
First Horizon Corp

Financial Services
-8
- 0.33%
$19.94 - $23.43 $160 - $187
2.44K $58.4M
VLY
Valley National Bancorp

Financial Services
-7
- 0.25%
$9.72 - $11.19 $68 - $78.3
2.85K $33.3M
EB
Eventbrite, Inc.

Technology
-393
- 14.77%
$2.2 - $2.87 $865 - $1.13K
2.27K $10.1M
CRH.L
Crh PLC

Basic Materials
-3
- 0.38%
N/A
777 $97M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-59
- 21.85%
$66.65 - $86.16 $3.93K - $5.08K
211 $26.6M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-33
- 2.08%
$15.2 - $17.48 $502 - $577
1.55K $30M
FIX
Comfort Systems Usa Inc

Industrials
-51
- 10.78%
$790.72 - $1010.64 $40.3K - $51.5K
422 $394M
MS
Morgan Stanley

Financial Services
-9
- 3.26%
$151.86 - $169.92 $1.37K - $1.53K
267 $47.4M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-86
- 4.79%
$26.39 - $29.7 $2.27K - $2.55K
1.71K $55.3M
WCC
Wesco International Inc

Industrials
-1
- 0.75%
$208.29 - $267.15 $208 - $267
133 $32.6M
NVS
Novartis Ag

Healthcare
-2
- 0.4%
$121.8 - $132.39 $244 - $265
496 $68.4M
KLAC
Kla Corp

Technology
-1
- 2.56%
$982.75 - $1235.28 $983 - $1.24K
38 $46.2M
RGLD
Royal Gold Inc

Basic Materials
-18
- 4.51%
$169.08 - $206.65 $3.04K - $3.72K
381 $84.7M
ORI
Old Republic International Corp

Financial Services
-5
- 0.32%
$38.4 - $44.35 $192 - $222
1.55K $70.7M
VEA
Vanguard Ftse Developed Market

ETFs
-96
- 2.19%
$59.18 - $62.09 $5.68K - $5.96K
4.29K $268M
INTC
Intel Corp

Technology
-503
- 7.05%
$34.71 - $41.53 $17.5K - $20.9K
6.63K $245M
BCS
Barclays PLC

Financial Services
-71
- 4.71%
$19.36 - $22.51 $1.37K - $1.6K
1.44K $36.5M
AME
Ametek Inc

Industrials
-1
- 0.31%
$179.28 - $202.11 $179 - $202
326 $66.9M
FORM
Formfactor Inc

Technology
-1
- 0.35%
$38.14 - $59.25 $38.1 - $59.3
286 $16M
ADI
Analog Devices Inc

Technology
-7
- 2.3%
$225.32 - $246.37 $1.58K - $1.72K
297 $80.5M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-81
- 9.15%
$32.11 - $38.61 $2.6K - $3.13K
804 $35.5M
Pacs Group Inc
-58
- 16.52%
N/A
293 $11.2M
EPAM
Epam Systems, Inc.

Technology
-20
- 10.15%
N/A
177 $36.3M
GILD
Gilead Sciences, Inc.

Healthcare
-8
- 1.1%
$110.56 - $125.2 $884 - $1K
719 $88.3M
STX
Seagate Technology Holdings PLC

Technology
-8
- 2.99%
$211.63 - $293.99 $1.69K - $2.35K
260 $71.6M
STLD
Steel Dynamics Inc

Basic Materials
-4
- 1.2%
N/A
330 $55.9M
HWM
Howmet Aerospace Inc.

Industrials
-3
- 0.26%
$184.09 - $209.74 $552 - $629
1.13K $232M
SYF
Synchrony Financial

Financial Services
-44
- 3.89%
$68.02 - $75.49 $2.99K - $3.32K
1.09K $90.8M
Worthington Stl Inc
-377
- 6.69%
N/A
5.26K $182M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-8
- 2.83%
$506.07 - $566.91 $4.05K - $4.54K
275 $166M
GOOGL
Alphabet Inc.

Communication Services
-411
- 20.27%
$236.57 - $291.31 $97.2K - $120K
1.62K $506M
PEN
Penumbra Inc

Healthcare
-2
- 0.79%
$225.54 - $280.29 $451 - $561
251 $78M
JCI
Johnson Controls International PLC

Industrials
-10
- 0.63%
$105.55 - $122.66 $1.06K - $1.23K
1.58K $189M
GOOG
Alphabet Inc.

Communication Services
-118
- 13.56%
$237.49 - $291.74 $28K - $34.4K
752 $236M
MNST
Monster Beverage Corp

Consumer Defensive
-9
- 0.33%
$66.31 - $71.91 $597 - $647
2.73K $209M
Lam Research Corp
-8
- 1.1%
N/A
719 $123M
JNJ
Johnson & Johnson

Healthcare
-16
- 1.13%
$185.98 - $199.58 $2.98K - $3.19K
1.4K $289M
APH
Amphenol Corp

Technology
-14
- 0.45%
$121.7 - $143.85 $1.7K - $2.01K
3.12K $421M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-813
- 1.28%
$30.55 - $32.35 $24.8K - $26.3K
62.8K $2.07B
PH
Parker Hannifin Corp

Industrials
-2
- 0.56%
$716.66 - $857.93 $1.43K - $1.72K
358 $315M
AVUV
American Centy ETF Tr Avantis

ETFs
-353
- 0.39%
$95.19 - $100.66 $33.6K - $35.5K
90.8K $9.26B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-34.9K
- 4.72%
$31.06 - $33.86 $1.08M - $1.18M
705K $23.8B
DIHP
Dimensional ETF Tr Dimensional

ETFs
-10.4K
- 2.27%
$30.11 - $31.43 $312K - $326K
446K $14.1B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-19.4K
- 1.4%
$37.61 - $39.41 $731K - $766K
1.36M $54B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-24.5K
- 2.28%
$32.24 - $33.72 $790K - $826K
1.05M $36.1B
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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