True Wealth Design, LLC Reduced Holdings in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DXCM
Dexcom Inc

Healthcare
-15
- 13.51%
$66.46 - $89.53 $997 - $1.34K
96 $6.46M
TYL
Tyler Technologies Inc

Technology
-5
- 62.5%
$522.22 - $611.76 $2.61K - $3.06K
3 $1.57M
ESNT
Essent Group Ltd.

Financial Services
-62
- 19.02%
$55.69 - $65.48 $3.45K - $4.06K
264 $16.8M
Pacs Group Inc
-246
- 41.21%
N/A
351 $4.82M
MSTR
Microstrategy Inc

Technology
-5
- 31.25%
$300.7 - $455.9 $1.5K - $2.28K
11 $3.38M
MCK
Mckesson Corp

Healthcare
-10
- 8.2%
$659.01 - $772.54 $6.59K - $7.73K
112 $86.9M
LIVN
Liva Nova PLC

Healthcare
-62
- 91.18%
$41.13 - $58.72 $2.55K - $3.64K
6 $315K
ACT
Enact Holdings, Inc.

Financial Services
-87
- 16.86%
$34.39 - $39.23 $2.99K - $3.41K
429 $16.4M
ALIT
Alight, Inc.

Technology
-468
- 99.36%
$3.07 - $5.98 $1.44K - $2.8K
3 $10K
AMT
American Tower Corp

Real Estate
-9
- 28.13%
$192.32 - $232.35 $1.73K - $2.09K
23 $4.4M
VIR
Vir Biotechnology, Inc.

Healthcare
-524
- 79.51%
$4.28 - $5.93 $2.24K - $3.11K
135 $771K
SYK
Stryker Corp

Healthcare
-5
- 22.73%
$368.57 - $403.53 $1.84K - $2.02K
17 $6.38M
DLB
Dolby Laboratories, Inc.

Industrials
-25
- 7.79%
$70.09 - $76.79 $1.75K - $1.92K
296 $21.4M
S
Sentinel One, Inc.

Technology
-127
- 60.77%
$15.81 - $19.78 $2.01K - $2.51K
82 $1.45M
SBUX
Starbucks Corp

Consumer Cyclical
-19
- 17.59%
$81.9 - $96.86 $1.56K - $1.84K
89 $7.55M
DE
Deere & CO

Industrials
-3
- 16.67%
$457.26 - $524.37 $1.37K - $1.57K
15 $6.87M
MDU
Mdu Resources Group Inc

Industrials
-133
- 96.38%
$15.85 - $17.81 $2.11K - $2.37K
5 $90K
KMT
Kennametal Inc

Industrials
-91
- 76.47%
$19.97 - $25.7 $1.82K - $2.34K
28 $587K
HTLD
Heartland Express Inc

Industrials
-242
- 57.48%
$7.53 - $9.47 $1.82K - $2.29K
179 $1.5M
CHCT
Community Healthcare Trust Inc

Real Estate
-123
- 73.65%
$14.34 - $17.5 $1.76K - $2.15K
44 $674K
DOX
Amdocs LTD

Technology
-20
- 48.78%
$81.2 - $92.62 $1.62K - $1.85K
21 $1.72M
AGO
Assured Guaranty LTD

Financial Services
-15
- 5.98%
$80.41 - $86.64 $1.21K - $1.3K
236 $20M
SHAK
Shake Shack Inc.

Consumer Cyclical
-10
- 50.0%
$92.4 - $142.03 $924 - $1.42K
10 $937K
FANG
Diamondback Energy, Inc.

Energy
-15
- 28.85%
$134.53 - $152.5 $2.02K - $2.29K
37 $5.3M
MTN
Vail Resorts Inc

Consumer Cyclical
-11
- 45.83%
$143.33 - $169.63 $1.58K - $1.87K
13 $1.95M
BGS
B&G Foods, Inc.

Consumer Defensive
-476
- 30.77%
$4.0 - $4.72 $1.9K - $2.25K
1.07K $4.75M
CSL
Carlisle Companies Inc

Industrials
-4
- 40.0%
$327.52 - $435.11 $1.31K - $1.74K
6 $1.97M
GWW
W.W. Grainger, Inc.

Industrials
-1
- 11.11%
$932.44 - $1059.49 $932 - $1.06K
8 $7.62M
KFRC
Kforce Inc

Industrials
-19
- 19.19%
$29.56 - $46.91 $562 - $891
80 $2.4M
Safehold Inc
-105
- 34.09%
N/A
203 $3.15M
MSGS
Madison Square Garden Sports Corp.

Communication Services
-9
- 40.91%
$192.65 - $230.03 $1.73K - $2.07K
13 $2.95M
ALL
Allstate Corp

Financial Services
-10
- 25.0%
$192.0 - $214.65 $1.92K - $2.15K
30 $6.38M
AGM
Federal Agricultural Mortgage Corp

Financial Services
-8
- 80.0%
$167.98 - $209.73 $1.34K - $1.68K
2 $336K
MRNA
Moderna, Inc.

Healthcare
-57
- 86.36%
$23.51 - $34.67 $1.34K - $1.98K
9 $233K
MCS
Marcus Corp

Communication Services
-91
- 70.0%
$14.62 - $18.09 $1.33K - $1.65K
39 $605K
MIDD
Middleby Corp

Industrials
-5
- 6.25%
$118.3 - $150.16 $592 - $751
75 $9.97M
BLND
Blend Labs, Inc.

Technology
-471
- 92.9%
$2.73 - $4.37 $1.29K - $2.06K
36 $132K
STZ
Constellation Brands, Inc.

Consumer Defensive
-9
- 90.0%
$131.78 - $176.09 $1.19K - $1.58K
1 $135K
DOW
Dow Inc.

Basic Materials
-54
- 78.26%
$20.87 - $30.37 $1.13K - $1.64K
15 $336K
XNCR
Xencor Inc

Healthcare
-194
- 93.27%
$7.0 - $11.73 $1.36K - $2.28K
14 $165K
BROS
Dutch Bros Inc.

Consumer Cyclical
-21
- 95.45%
$52.34 - $74.24 $1.1K - $1.56K
1 $53K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
-6
- 66.67%
$220.33 - $265.97 $1.32K - $1.6K
3 $734K
Birkenstock Holding PLC
-28
- 82.35%
N/A
6 $272K
SRI
Stoneridge Inc

Consumer Cyclical
-223
- 34.2%
$6.73 - $8.69 $1.5K - $1.94K
429 $3.27M
Techtarget Inc
-30
- 5.13%
N/A
555 $3.23M
NOV
Nov Inc.

Energy
-115
- 45.1%
$11.88 - $14.16 $1.37K - $1.63K
140 $1.86M
CARR
Carrier Global Corp

Industrials
-7
- 10.61%
$58.75 - $80.73 $411 - $565
59 $3.5M
FIZZ
National Beverage Corp

Consumer Defensive
-29
- 96.67%
$36.54 - $47.69 $1.06K - $1.38K
1 $37K
UHALB
Amerco Com Ser N
-23
- 92.0%
N/A
2 $102K
Activity Summary
Buys All Purchases 1682 New Holdings 361 Increased Positions 1321 Sells All Sells 447 Reductions 447 Sold out 0 Options Calls 0 Puts 0
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