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
AVNT
Avient Corp

Basic Materials
-51
- 87.93%
$29.29 - $32.79 $1.49K - $1.67K
7 $219K
GRNT
Granite Ridge Resources, Inc.
-261
- 40.09%
$5.08 - $5.56 $1.33K - $1.45K
390 $1.83M
LII
Lennox International Inc

Industrials
-3
- 60.0%
$471.5 - $554.58 $1.41K - $1.66K
2 $972K
Penguin Solutions Inc
-32
- 20.65%
N/A
123 $2.41M
PDD
Pinduoduo Inc.

Consumer Cyclical
-11
- 50.0%
$124.27 - $138.13 $1.37K - $1.52K
11 $1.25M
STNG
Scorpio Tankers Inc.

Energy
-2
- 0.67%
$53.4 - $64.52 $107 - $129
295 $15M
Smurfit Westrock PLC
-33
- 35.87%
N/A
59 $2.28M
CNM
Core & Main, Inc.

Industrials
-30
- 78.95%
$47.15 - $54.63 $1.41K - $1.64K
8 $416K
SBAC
Sba Communications Corp

Real Estate
-8
- 4.37%
$187.49 - $202.84 $1.5K - $1.62K
175 $33.9M
ARDX
Ardelyx, Inc.

Healthcare
-299
- 74.38%
$4.94 - $6.13 $1.48K - $1.83K
103 $601K
SCL
Stepan CO

Basic Materials
-33
- 78.57%
$42.31 - $49.13 $1.4K - $1.62K
9 $427K
IIPR
Innovative Industrial Properties Inc

Real Estate
-29
- 90.63%
$48.43 - $56.64 $1.4K - $1.64K
3 $143K
STN
Stantec Inc

Industrials
-11
- 28.95%
$104.72 - $113.7 $1.15K - $1.25K
27 $2.55M
PSO
Pearson PLC

Communication Services
-105
- 29.66%
$13.06 - $14.98 $1.37K - $1.57K
249 $3.5M
BEKE
Ke Holdings Inc.

Real Estate
-67
- 47.52%
$15.6 - $19.3 $1.05K - $1.29K
74 $1.17M
IIIN
Insteel Industries Inc

Industrials
-15
- 9.68%
$30.32 - $38.81 $455 - $582
140 $4.43M
Infinity Nat Res Inc
-117
- 82.98%
N/A
24 $354K
NEWT
Newtek Business Services Corp.

Financial Services
-130
- 76.02%
$10.05 - $11.37 $1.31K - $1.48K
41 $466K
ALEC
Alector, Inc.

Healthcare
-236
- 29.54%
$1.2 - $3.32 $283 - $784
563 $879K
PEG
Public Service Enterprise Group Inc

Utilities
-16
- 27.59%
$79.86 - $84.83 $1.28K - $1.36K
42 $3.37M
XPEV
Xpeng Inc.

Consumer Cyclical
-59
- 73.75%
$21.02 - $28.07 $1.24K - $1.66K
21 $426K
RWT
Redwood Trust Inc

Real Estate
-248
- 97.64%
$5.12 - $5.91 $1.27K - $1.47K
6 $34K
SCI
Service Corp International

Consumer Cyclical
-15
- 36.59%
$79.67 - $83.86 $1.2K - $1.26K
26 $2.03M
SM
Sm Energy CO

Energy
-47
- 58.75%
$17.85 - $25.85 $839 - $1.21K
33 $620K
MLKN
Millerknoll, Inc.

Consumer Cyclical
-78
- 72.9%
$14.1 - $17.58 $1.1K - $1.37K
29 $531K
PHR
Phreesia, Inc.

Healthcare
-46
- 51.69%
$21.77 - $23.84 $1K - $1.1K
43 $728K
HRL
Hormel Foods Corp

Consumer Defensive
-52
- 46.02%
$21.29 - $24.8 $1.11K - $1.29K
61 $1.45M
WSO
Watsco Inc

Industrials
-3
- 60.0%
$343.12 - $414.9 $1.03K - $1.24K
2 $674K
SNN
Smith & Nephew PLC

Healthcare
-33
- 44.0%
$32.45 - $37.17 $1.07K - $1.23K
42 $1.38M
WWW
Wolverine World Wide Inc

Consumer Cyclical
-15
- 13.04%
$15.44 - $27.66 $232 - $415
100 $1.82M
WEC
Wec Energy Group, Inc.

Utilities
-5
- 5.62%
$110.61 - $117.5 $553 - $588
84 $8.86M
GIC
Global Industrial CO

Industrials
-8
- 5.52%
$26.65 - $35.99 $213 - $288
137 $4M
VFVA
Vanguard Wellington Fd U S Val

ETFs
-23
- 6.87%
$122.89 - $129.42 $2.83K - $2.98K
312 $41.4M
MMS
Maximus, Inc.

Industrials
-1
- 0.42%
$79.8 - $91.25 $79.8 - $91.3
239 $20.6M
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
-172
- 83.09%
$7.75 - $9.43 $1.33K - $1.62K
35 $452K
SLF
Sun Life Financial Inc

Financial Services
-27
- 16.46%
$57.97 - $62.38 $1.57K - $1.68K
137 $8.55M
HTLD
Heartland Express Inc

Industrials
-155
- 86.59%
$7.52 - $8.79 $1.17K - $1.36K
24 $217K
VLO
Valero Energy Corp

Energy
-3
- 3.03%
$156.39 - $181.76 $469 - $545
96 $15.7M
INT
World Fuel Services Corp

Energy
-47
- 71.21%
N/A
19 $446K
LFUS
Littelfuse Inc

Technology
-3
- 3.61%
$240.68 - $271.84 $722 - $816
80 $20.2M
JJSF
J&J Snack Foods Corp

Consumer Defensive
-13
- 86.67%
$81.84 - $98.32 $1.06K - $1.28K
2 $181K
AMSF
Amerisafe Inc

Financial Services
-25
- 45.45%
N/A
30 $1.15M
HOMB
Home Bancshares Inc

Financial Services
-43
- 79.63%
$26.52 - $28.34 $1.14K - $1.22K
11 $306K
SJW
Sjw Group

Utilities
-25
- 59.52%
N/A
17 $833K
OKE
Oneok Inc

Energy
-17
- 28.81%
$64.31 - $72.98 $1.09K - $1.24K
42 $3.09M
PAYO
Payoneer Global Inc.

Technology
-197
- 94.26%
$5.27 - $6.2 $1.04K - $1.22K
12 $68K
BY
Byline Bancorp, Inc.

Financial Services
-49
- 29.7%
$25.72 - $28.15 $1.26K - $1.38K
116 $3.38M
FC
Franklin Covey CO

Industrials
-61
- 98.39%
$14.89 - $19.55 $908 - $1.19K
1 $17K
QNST
Quinstreet, Inc

Communication Services
-66
- 30.84%
$13.78 - $15.46 $909 - $1.02K
148 $2.13M
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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