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
COP
Conocophillips

Energy
-150
- 12.79%
$91.0 - $98.99 $13.7K - $14.8K
1.02K $96.8M
TDC
Teradata Corp

Technology
-341
- 46.91%
$20.11 - $23.21 $6.86K - $7.91K
386 $8.3M
RGLD
Royal Gold Inc

Basic Materials
-95
- 19.23%
$151.42 - $200.58 $14.4K - $19.1K
399 $80M
Vestis Corporation
-1.17K
- 58.94%
N/A
813 $3.68M
ASH
Ashland Global Holdings Inc

Basic Materials
-84
- 5.54%
$47.62 - $56.6 $4K - $4.75K
1.43K $68.6M
Ralliant Corp
-157
- 98.74%
N/A
2 $88K
SLM
Slm Corp

Financial Services
-16
- 1.17%
$27.68 - $34.4 $443 - $550
1.35K $37.5M
BHF
Brighthouse Financial, Inc.

Financial Services
-132
- 44.3%
$43.36 - $57.59 $5.72K - $7.6K
166 $8.81M
ATKR
Atkore Inc.

Industrials
-102
- 99.03%
$53.85 - $79.64 $5.49K - $8.12K
1 $63K
SPGI
S&P Global Inc.

Financial Services
-1
- 0.66%
$484.94 - $564.15 $485 - $564
150 $73.1M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-59
- 26.7%
$131.47 - $143.64 $7.76K - $8.47K
162 $22.9M
AMN
Amn Healthcare Services Inc

Healthcare
-300
- 62.11%
$16.49 - $22.1 $4.95K - $6.63K
183 $3.54M
MASI
Masimo Corp

Healthcare
-27
- 23.28%
$136.77 - $171.34 $3.69K - $4.63K
89 $13.1M
HELE
Helen Of Troy LTD

Consumer Defensive
-212
- 94.64%
$20.05 - $33.25 $4.25K - $7.05K
12 $303K
BRX
Brixmor Property Group Inc.

Real Estate
-237
- 59.55%
N/A
161 $4.45M
FORM
Formfactor Inc

Technology
-188
- 39.58%
$27.62 - $37.7 $5.19K - $7.09K
287 $10.5M
VXF
Vanguard Extended Market ETF

ETFs
-32
- 62.75%
$193.58 - $213.07 $6.19K - $6.82K
19 $3.98M
TPL
Texas Pacific Land Corp

Energy
-5
- 62.5%
$854.83 - $1075.97 $4.27K - $5.38K
3 $2.8M
BMBL
Bumble Inc.

Technology
-778
- 44.28%
$6.07 - $8.57 $4.72K - $6.67K
979 $5.96M
NYT
New York Times CO

Communication Services
-111
- 19.47%
$51.43 - $61.95 $5.71K - $6.88K
459 $26.3M
HUN
Huntsman Corp

Basic Materials
-150
- 5.18%
$8.87 - $12.07 $1.33K - $1.81K
2.75K $24.7M
RGA
Reinsurance Group Of America Inc

Financial Services
-19
- 6.35%
$177.1 - $199.23 $3.36K - $3.79K
280 $53.8M
VFVA
Vanguard Wellington Fd U S Val

ETFs
-69
- 17.08%
$116.21 - $129.7 $8.02K - $8.95K
335 $42.7M
CTSH
Cognizant Technology Solutions Corp

Technology
-55
- 44.0%
$66.67 - $80.98 $3.67K - $4.45K
70 $4.7M
IIPR
Innovative Industrial Properties Inc

Real Estate
-90
- 73.77%
$45.83 - $58.26 $4.12K - $5.24K
32 $1.72M
KO
Coca Cola CO

Consumer Defensive
-44
- 9.24%
$65.67 - $71.67 $2.89K - $3.15K
432 $28.7M
XOM
Exxon Mobil Corp

Energy
-63
- 13.97%
$105.83 - $117.22 $6.67K - $7.38K
388 $43.8M
POWI
Power Integrations Inc

Technology
-62
- 41.06%
$39.37 - $59.54 $2.44K - $3.69K
89 $3.58M
PAYX
Paychex Inc

Industrials
-28
- 50.91%
$126.69 - $147.99 $3.55K - $4.14K
27 $3.44M
PRGO
Perrigo CO PLC

Healthcare
-160
- 73.73%
$20.76 - $28.43 $3.32K - $4.55K
57 $1.27M
EQT
Eqt Corp

Energy
-73
- 53.68%
$49.19 - $59.19 $3.59K - $4.32K
63 $3.43M
IOT
Samsara Inc.

Technology
-111
- 91.74%
$32.22 - $42.09 $3.58K - $4.67K
10 $373K
SCL
Stepan CO

Basic Materials
-76
- 64.41%
$46.44 - $59.75 $3.53K - $4.54K
42 $2M
Worthington Stl Inc
-253
- 4.3%
N/A
5.64K $171M
ZD
Ziff Davis, Inc.

Communication Services
-214
- 44.12%
$29.49 - $39.2 $6.31K - $8.39K
271 $10.3M
SJW
Sjw Group

Utilities
-81
- 65.85%
N/A
42 $2.05M
STRA
Strategic Education, Inc.

Consumer Defensive
-51
- 42.5%
$73.87 - $86.09 $3.77K - $4.39K
69 $5.94M
LBRDK
Liberty Broadband Corp

Communication Services
-37
- 67.27%
$58.3 - $100.8 $2.16K - $3.73K
18 $1.14M
TDG
Trans Digm Group Inc

Industrials
-2
- 25.0%
$1271.04 - $1620.83 $2.54K - $3.24K
6 $7.67M
CI
Cigna Corp

Healthcare
-3
- 3.95%
$262.23 - $334.39 $787 - $1K
73 $21.1M
CHH
Choice Hotels International Inc

Consumer Cyclical
-30
- 71.43%
$106.91 - $135.29 $3.21K - $4.06K
12 $1.28M
EQH
Equitable Holdings, Inc.

Financial Services
-17
- 3.03%
$50.09 - $55.88 $852 - $950
544 $27.6M
MCW
Mister Car Wash, Inc.

Consumer Cyclical
-586
- 58.95%
$5.32 - $6.82 $3.12K - $4K
408 $2.18M
CVCO
Cavco Industries Inc.

Consumer Cyclical
-9
- 90.0%
$403.12 - $585.63 $3.63K - $5.27K
1 $581K
REG
Regency Centers Corp

Real Estate
-55
- 24.66%
$68.62 - $73.81 $3.77K - $4.06K
168 $12.2M
CRBG
Corebridge Financial, Inc.

Financial Services
-20
- 2.38%
$31.36 - $35.94 $627 - $719
821 $26.3M
Armour Residential Reit Inc
-209
- 97.66%
N/A
5 $75K
Kindercare Learning Companie
-283
- 69.88%
N/A
122 $811K
RC
Ready Capital Corp

Real Estate
-746
- 96.63%
$3.71 - $4.66 $2.77K - $3.48K
26 $101K
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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