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
FTNT
Fortinet, Inc.

Technology
-1.53K
- 83.53%
$74.39 - $107.65 $114K - $164K
301 $25.3M
KMX
Carmax Inc

Consumer Cyclical
-1.17K
- 66.51%
$44.86 - $71.57 $52.4K - $83.6K
588 $26.4M
WOR
Worthington Industries Inc

Industrials
-490
- 8.25%
$52.79 - $67.39 $25.9K - $33K
5.45K $303M
CMCSA
Comcast Corp

Communication Services
-1.96K
- 63.46%
$31.41 - $36.33 $61.6K - $71.2K
1.13K $35.5M
SBAC
Sba Communications Corp

Real Estate
-190
- 50.94%
$191.35 - $239.35 $36.4K - $45.5K
183 $35.5M
AIG
American International Group, Inc.

Financial Services
-497
- 30.47%
$76.34 - $85.87 $37.9K - $42.7K
1.13K $89M
ACI
Albertsons Companies, Inc.

Consumer Defensive
-2.09K
- 97.35%
$17.45 - $22.74 $36.5K - $47.6K
57 $999K
FMC
Fmc Corp

Basic Materials
-919
- 56.66%
$33.15 - $44.45 $30.5K - $40.8K
703 $23.6M
VB
Vanguard Small Cap ETF

ETFs
-197
- 50.26%
$237.58 - $259.17 $46.8K - $51.1K
195 $49.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-590
- 63.99%
$38.58 - $58.24 $22.8K - $34.4K
332 $13M
KEX
Kirby Corp

Industrials
-254
- 67.91%
$82.64 - $120.83 $21K - $30.7K
120 $10M
WING
Wingstop Inc.

Consumer Cyclical
-67
- 44.08%
$247.44 - $377.34 $16.6K - $25.3K
85 $21.4M
CTAS
Cintas Corp

Industrials
-122
- 49.59%
$199.29 - $226.27 $24.3K - $27.6K
124 $25.4M
HUBS
Hubspot Inc

Technology
-39
- 31.97%
$420.79 - $560.9 $16.4K - $21.9K
83 $38.8M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-86
- 14.73%
$158.24 - $191.13 $13.6K - $16.4K
498 $82.7M
MKTX
Marketaxess Holdings Inc

Financial Services
-107
- 69.93%
$174.25 - $223.11 $18.6K - $23.9K
46 $8.02M
AVES
American Centy ETF Tr Avantis

ETFs
-1.72K
- 9.05%
$53.51 - $57.96 $92K - $99.6K
17.3K $991M
EEFT
Euronet Worldwide, Inc.

Technology
-212
- 47.11%
$87.37 - $107.37 $18.5K - $22.8K
238 $20.9M
COST
Costco Wholesale Corp

Consumer Defensive
-15
- 9.15%
$915.95 - $994.57 $13.7K - $14.9K
149 $138M
ABT
Abbott Laboratories

Healthcare
-167
- 30.04%
$120.51 - $136.62 $20.1K - $22.8K
389 $52M
FTV
Fortive Corp

Technology
-444
- 93.28%
$46.55 - $53.34 $20.7K - $23.7K
32 $1.57M
EXEL
Exelixis, Inc.

Healthcare
-380
- 15.41%
$36.22 - $46.25 $13.8K - $17.6K
2.09K $86.2M
WU
Western Union CO

Financial Services
-2.63K
- 99.85%
$7.88 - $8.84 $20.7K - $23.2K
4 $32K
EMR
Emerson Electric CO

Industrials
-135
- 6.71%
$128.6 - $149.63 $17.4K - $20.2K
1.88K $246M
VTRS
Viatris Inc

Healthcare
-2.18K
- 99.18%
$8.74 - $10.69 $19K - $23.3K
18 $179K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-78
- 86.67%
$159.87 - $247.68 $12.5K - $19.3K
12 $2.06M
CME
Cme Group Inc.

Financial Services
-55
- 7.77%
$258.83 - $287.1 $14.2K - $15.8K
653 $176M
GPOR
Gulfport Energy Corp

Energy
-88
- 75.21%
$163.8 - $190.92 $14.4K - $16.8K
29 $5.25M
FRPT
Freshpet, Inc.

Consumer Defensive
-262
- 90.97%
$49.25 - $74.51 $12.9K - $19.5K
26 $1.43M
WTW
Willis Towers Watson PLC

Financial Services
-61
- 70.11%
$301.83 - $345.45 $18.4K - $21.1K
26 $8.98M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-120
- 40.54%
$93.1 - $110.49 $11.2K - $13.3K
176 $16.4M
PATH
Ui Path, Inc.

Technology
-1.24K
- 48.57%
$10.44 - $13.38 $12.9K - $16.6K
1.31K $17.6M
CNA
Cna Financial Corp

Financial Services
-312
- 38.61%
$43.33 - $49.55 $13.5K - $15.5K
496 $23M
CNXC
Concentrix Corp

Technology
-128
- 11.01%
$45.94 - $62.0 $5.88K - $7.94K
1.04K $47.8M
SAIC
Science Applications International Corp

Technology
-91
- 26.07%
$97.2 - $120.6 $8.85K - $11K
258 $25.6M
FIS
Fidelity National Information Services, Inc.

Technology
-166
- 95.95%
$63.37 - $82.35 $10.5K - $13.7K
7 $479K
RAMP
Live Ramp Holdings, Inc.

Technology
-326
- 48.66%
$25.76 - $34.2 $8.4K - $11.1K
344 $9.34M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-146
- 12.41%
$25.5 - $35.2 $3.72K - $5.14K
1.03K $26.3M
QDEL
Quidel Ortho Corp

Healthcare
-432
- 97.96%
$22.81 - $31.57 $9.85K - $13.6K
9 $266K
MAT
Mattel Inc

Consumer Cyclical
-162
- 5.69%
$16.66 - $20.55 $2.7K - $3.33K
2.68K $45.2M
DRI
Darden Restaurants Inc

Consumer Cyclical
-37
- 27.41%
$184.73 - $220.27 $6.84K - $8.15K
98 $18.7M
ZTS
Zoetis Inc.

Healthcare
-46
- 11.44%
$141.13 - $159.19 $6.49K - $7.32K
356 $52.1M
ALGN
Align Technology Inc

Healthcare
-4
- 2.58%
$124.88 - $207.19 $500 - $829
151 $18.9M
DASH
Door Dash, Inc.

Communication Services
-108
- 13.92%
$234.5 - $272.5 $25.3K - $29.4K
668 $182M
ALKS
Alkermes Plc.

Healthcare
-334
- 96.53%
$26.13 - $30.46 $8.73K - $10.2K
12 $360K
ROP
Roper Technologies Inc

Industrials
-15
- 51.72%
$495.03 - $573.0 $7.43K - $8.6K
14 $6.98M
HON
Honeywell International Inc

Industrials
-20
- 10.2%
$207.7 - $240.4 $4.15K - $4.81K
176 $37M
LPX
Louisiana Pacific Corp

Industrials
-100
- 88.5%
$83.39 - $102.75 $8.34K - $10.3K
13 $1.16M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-18
- 64.29%
$366.54 - $479.53 $6.6K - $8.63K
10 $3.73M
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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