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
RBLX
Roblox Corp

Communication Services
-752
- 23.42%
$101.27 - $138.56 $76.2K - $104K
2.46K $199M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-10.2K
- 1.45%
$37.18 - $38.47 $379K - $392K
695K $26.4B
HOOD
Robinhood Markets, Inc.

Technology
-1.23K
- 57.94%
$121.53 - $152.46 $149K - $187K
890 $101M
American Centy ETF Tr
-3.46K
- 13.0%
N/A
23.2K $1.39B
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-1.68K
- 94.75%
$50.84 - $83.8 $85.3K - $141K
93 $4.55M
MOH
Molina Healthcare, Inc.

Healthcare
-726
- 97.06%
$137.54 - $203.26 $99.9K - $148K
22 $3.82M
PG
Procter & Gamble CO

Consumer Defensive
-837
- 53.24%
$145.5 - $153.18 $122K - $128K
735 $105M
VEEV
Veeva Systems Inc

Healthcare
-358
- 49.79%
$283.73 - $306.22 $102K - $110K
361 $80.6M
VRSN
Verisign Inc

Technology
-380
- 34.2%
$232.82 - $275.44 $88.5K - $105K
731 $178M
DASH
Door Dash, Inc.

Communication Services
-445
- 66.62%
$195.21 - $281.74 $86.9K - $125K
223 $50.5M
ADBE
Adobe Inc.

Technology
-304
- 39.63%
$325.07 - $359.91 $98.8K - $109K
463 $162M
AVUS
American Centy ETF Tr Avantis

ETFs
-2.14K
- 4.98%
$105.96 - $111.17 $227K - $238K
40.8K $4.56B
AVDE
American Centy ETF Tr Avantis

ETFs
-3.94K
- 6.13%
$77.65 - $81.2 $306K - $320K
60.4K $4.97B
ORCL
Oracle Corp

Technology
-99
- 10.19%
$217.57 - $313.0 $21.5K - $31K
873 $170M
NTNX
Nutanix, Inc.

Technology
-970
- 44.05%
$65.91 - $76.92 $63.9K - $74.6K
1.23K $63.7M
NWSA
News Corp

Communication Services
-2.86K
- 57.66%
$25.08 - $28.95 $71.7K - $82.8K
2.1K $54.9M
GWRE
Guidewire Software, Inc.

Technology
-379
- 64.46%
$215.32 - $254.23 $81.6K - $96.4K
209 $42M
HUM
Humana Inc

Healthcare
-346
- 85.01%
$236.74 - $298.04 $81.9K - $103K
61 $15.6M
T
At&T Inc.

Communication Services
-2.8K
- 47.5%
$24.44 - $27.55 $68.4K - $77.1K
3.1K $76.9M
COST
Costco Wholesale Corp

Consumer Defensive
-88
- 59.06%
$910.94 - $954.99 $80.2K - $84K
61 $52.6M
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.43K
- 5.4%
$55.75 - $58.83 $136K - $143K
42.6K $2.54B
FFIV
F5, Inc.

Technology
-260
- 96.3%
$234.0 - $343.17 $60.8K - $89.2K
10 $2.55M
AZO
Autozone Inc

Consumer Cyclical
-18
- 72.0%
$3576.14 - $4253.71 $64.4K - $76.6K
7 $23.7M
DFSU
Dimensional ETF Tr Dimen Us Su
-2.22K
- 17.25%
N/A
10.6K $462M
EXR
Extra Space Storage Inc.

Real Estate
-579
- 80.42%
$130.5 - $152.09 $75.6K - $88.1K
141 $18.4M
PSA
Public Storage

Real Estate
-267
- 73.55%
$272.78 - $311.8 $72.8K - $83.3K
96 $24.9M
OKTA
Okta, Inc.

Technology
-835
- 79.98%
$83.76 - $94.92 $69.9K - $79.3K
209 $18.1M
AVES
American Centy ETF Tr Avantis

ETFs
-1.54K
- 8.91%
$55.32 - $58.99 $85.1K - $90.8K
15.7K $917M
MAS
Masco Corp

Industrials
-991
- 68.63%
$59.36 - $71.0 $58.8K - $70.4K
453 $28.7M
MANH
Manhattan Associates Inc

Technology
-233
- 27.54%
$175.13 - $208.9 $40.8K - $48.7K
613 $106M
LNG
Cheniere Energy, Inc.

Energy
-281
- 93.36%
$205.63 - $235.74 $57.8K - $66.2K
20 $3.89M
ALK
Alaska Air Group, Inc.

Industrials
-1.32K
- 94.77%
$40.42 - $49.42 $53.5K - $65.4K
73 $3.67M
DUOL
Duolingo, Inc.

Technology
-137
- 55.47%
$185.07 - $347.27 $25.4K - $47.6K
110 $19.3M
WOR
Worthington Industries Inc

Industrials
-751
- 13.77%
$54.52 - $58.54 $40.9K - $44K
4.7K $242M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-596
- 93.13%
$87.55 - $103.98 $52.2K - $62K
44 $3.95M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-574
- 87.37%
$82.82 - $104.04 $47.5K - $59.7K
83 $7M
GRMN
Garmin LTD

Technology
-206
- 58.19%
$194.13 - $259.77 $40K - $53.5K
148 $30M
OVV
Ovintiv Inc.

Energy
-1.41K
- 85.57%
$35.97 - $40.53 $50.5K - $56.9K
237 $9.29M
ZBRA
Zebra Technologies Corp

Technology
-129
- 28.73%
$240.56 - $313.89 $31K - $40.5K
320 $77.7M
OC
Owens Corning

Industrials
-348
- 78.73%
$101.83 - $141.3 $35.4K - $49.2K
94 $10.5M
V
Visa Inc.

Financial Services
-153
- 60.96%
$325.75 - $352.42 $49.8K - $53.9K
98 $34.4M
KMI
Kinder Morgan, Inc.

Energy
-1.63K
- 42.0%
$25.84 - $28.46 $42.1K - $46.4K
2.25K $61.9M
MSCI
Msci Inc.

Financial Services
-85
- 60.71%
$533.34 - $593.76 $45.3K - $50.5K
55 $31.6M
DFSI
Dimensional ETF Tr Dimen Intl
-1.44K
- 17.02%
N/A
7.03K $301M
ARW
Arrow Electronics Inc

Technology
-338
- 50.15%
$108.16 - $125.34 $36.6K - $42.4K
336 $37M
AVGO
Broadcom Inc.

Technology
-176
- 16.79%
$324.63 - $385.98 $57.1K - $67.9K
872 $302M
UNH
Unitedhealth Group Inc

Healthcare
-107
- 20.82%
$320.52 - $369.92 $34.3K - $39.6K
407 $135M
BR
Broadridge Financial Solutions, Inc.

Technology
-175
- 72.61%
$217.49 - $236.9 $38.1K - $41.5K
66 $14.7M
CHTR
Charter Communications, Inc.

Communication Services
-83
- 22.07%
$201.84 - $282.74 $16.8K - $23.5K
293 $61.2M
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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