True Wealth Design, LLC Purchases in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OZK
Bank Ozk

Financial Services
338
+ 146.96%
$47.4 - $53.14 $16K - $18K
568 $29M
Aptiv PLC
125
+ 31.49%
N/A
522 $45M
GPS
Gap Inc

Consumer Cyclical
863
+ 62.99%
N/A
2.23K $47.8M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
518
+ 141.14%
$31.86 - $39.7 $16.5K - $20.6K
885 $29.4M
SJM
J M Smucker CO

Consumer Defensive
157
+ 230.88%
$102.24 - $113.2 $16.1K - $17.8K
225 $24.4M
STM
St Microelectronics N.V.

Technology
628
+ 3140.0%
$24.77 - $33.41 $15.6K - $21K
648 $18.3M
TFC
Truist Financial Corp

Financial Services
380
+ 333.33%
$42.83 - $47.07 $16.3K - $17.9K
494 $22.6M
BSX
Boston Scientific Corp

Healthcare
202
+ 95.73%
$97.03 - $108.14 $19.6K - $21.8K
413 $40.3M
PB
Prosperity Bancshares Inc

Financial Services
269
+ 389.86%
$65.12 - $74.71 $17.5K - $20.1K
338 $22.4M
RNG
Ring Central, Inc.

Technology
619
+ 435.92%
$23.62 - $32.44 $14.6K - $20.1K
761 $21.6M
AMAT
Applied Materials Inc

Technology
73
+ 68.87%
$156.25 - $204.95 $11.4K - $15K
179 $36.7M
CLH
Clean Harbors Inc

Industrials
74
+ 7400.0%
$225.84 - $250.43 $16.7K - $18.5K
75 $17.4M
AFRM
Affirm Holdings, Inc.

Technology
232
+ 662.86%
$64.05 - $92.18 $14.9K - $21.4K
267 $19.5M
WSM
Williams Sonoma Inc

Consumer Cyclical
76
+ 111.76%
$163.62 - $210.2 $12.4K - $16K
144 $28.1M
CTVA
Corteva, Inc.

Basic Materials
264
+ 209.52%
$67.08 - $77.12 $17.7K - $20.4K
390 $26.4M
AFL
Aflac Inc

Financial Services
147
+ 188.46%
$98.09 - $111.7 $14.4K - $16.4K
225 $25.1M
EGP
Eastgroup Properties Inc

Real Estate
99
+ 159.68%
$159.46 - $169.88 $15.8K - $16.8K
161 $27.3M
NTRS
Northern Trust Corp

Financial Services
123
+ 351.43%
$123.6 - $134.6 $15.2K - $16.6K
158 $21.3M
ZI
Zoom Info Technologies Inc.

Technology
1.04K
+ 15.09%
N/A
7.95K $86.7M
SF
Stifel Financial Corp

Financial Services
145
+ 391.89%
$105.26 - $116.4 $15.3K - $16.9K
182 $20.7M
GDDY
Go Daddy Inc.

Technology
129
+ 537.5%
$133.35 - $178.59 $17.2K - $23K
153 $20.9M
NSC
Norfolk Southern Corp

Industrials
39
+ 35.45%
$259.49 - $300.41 $10.1K - $11.7K
149 $44.8M
BXP
Boston Properties Inc

Real Estate
221
New
$62.11 - $78.93 $13.7K - $17.4K
221 $16.4M
KMB
Kimberly Clark Corp

Consumer Defensive
135
+ 177.63%
$121.72 - $136.77 $16.4K - $18.5K
211 $26.2M
BNS
Bank Of Nova Scotia

Financial Services
250
New
$54.5 - $64.93 $13.6K - $16.2K
250 $16.2M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
218
+ 93.16%
$84.43 - $97.93 $18.4K - $21.3K
452 $38.4M
Crane Company
88
+ 628.57%
N/A
102 $18.8M
NVR
Nvr Inc

Consumer Cyclical
2
New
$7301.0 - $8543.0 $14.6K - $17.1K
2 $16.1M
NEU
Newmarket Corp

Basic Materials
19
+ 950.0%
$680.5 - $848.94 $12.9K - $16.1K
21 $17.4M
SNA
Snap On Inc

Industrials
44
+ 231.58%
$313.01 - $346.53 $13.8K - $15.2K
63 $21.8M
TREX
Trex CO Inc

Industrials
307
+ 3070.0%
$50.48 - $68.49 $15.5K - $21K
317 $16.4M
AOS
Smith A O Corp

Industrials
168
+ 37.75%
$67.24 - $74.3 $11.3K - $12.5K
613 $45M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
819
New
$14.73 - $19.31 $12.1K - $15.8K
819 $15.8M
MORN
Morningstar, Inc.

Financial Services
70
+ 875.0%
$231.72 - $311.89 $16.2K - $21.8K
78 $18.1M
LVS
Las Vegas Sands Corp

Consumer Cyclical
288
+ 9600.0%
$47.38 - $57.71 $13.6K - $16.6K
291 $15.7M
SIGI
Selective Insurance Group Inc

Financial Services
195
+ 226.74%
$75.0 - $90.91 $14.6K - $17.7K
281 $22.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
30
+ 250.0%
$404.94 - $499.99 $12.1K - $15K
42 $20.4M
TECH
Bio Techne Corp

Healthcare
262
+ 149.71%
$49.87 - $58.78 $13.1K - $15.4K
437 $24.3M
TRMB
Trimble Inc.

Technology
93
+ 6.89%
$76.46 - $85.24 $7.11K - $7.93K
1.44K $118M
BLD
Top Build Corp

Industrials
35
+ 152.17%
$343.19 - $443.31 $12K - $15.5K
58 $22.7M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
289
+ 395.89%
$51.82 - $60.27 $15K - $17.4K
362 $19M
Liberty Media Corp Del
145
+ 268.52%
N/A
199 $20.8M
EQIX
Equinix Inc

Real Estate
19
+ 316.67%
$756.7 - $811.13 $14.4K - $15.4K
25 $19.7M
MOH
Molina Healthcare, Inc.

Healthcare
317
+ 73.55%
$152.31 - $306.29 $48.3K - $97.1K
748 $143M
NVO
Novo Nordisk A S

Healthcare
300
+ 209.79%
$45.38 - $71.7 $13.6K - $21.5K
443 $24.6M
BIIB
Biogen Inc.

Healthcare
90
+ 62.94%
$122.68 - $148.84 $11K - $13.4K
233 $32.6M
AXS
Axis Capital Holdings LTD

Financial Services
209
+ 31.05%
$93.33 - $102.44 $19.5K - $21.4K
882 $84.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
286
New
$50.53 - $50.82 $14.5K - $14.5K
286 $14.5M
RWL
Invesco Exchange Traded Fd Tr

ETFs
131
New
$102.17 - $110.66 $13.4K - $14.5K
131 $14.5M
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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