Twin City Private Wealth, LLC Portfolio Holdings

Twin City Private Wealth, LLC

  • $122 Billion
  • Q2 2025

Twin City Private Wealth, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $122 Billion distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Philip Morris International Inc. with a value of $4.28B, Jpmorgan Chase & CO with a value of $3.59B, Wells Fargo & Company with a value of $3.38B, Microsoft Corp with a value of $3.28B, and Meta Platforms, Inc. with a value of $3.15B.

Examining the 13F form we can see an increase of $8.72B in the current position value, from $114B to 122B.

Twin City Private Wealth, LLC is based out at Winston Salem, NC

Below you can find more details about Twin City Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $122 Billion
Financial Services: $19.8 Billion
Technology: $16.9 Billion
Healthcare: $14.4 Billion
Communication Services: $14 Billion
Consumer Cyclical: $12.1 Billion
Consumer Defensive: $9.75 Billion
Utilities: $7.71 Billion
ETFs: $7.04 Billion
Other: $16.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$264B
$4.28 Billion 3.49% of portfolio
23,305
Q2 2025 Added 4.18%
$847B
$3.59 Billion 2.94% of portfolio
12,396
Q2 2025 Reduced 33.11%
$295B
$3.38 Billion 2.76% of portfolio
42,224
Q2 2025 Reduced 9.47%
$3.89T
$3.28 Billion 2.68% of portfolio
6,592
Q2 2025 Reduced 8.86%
$1.73T
$3.15 Billion 2.58% of portfolio
4,271
Q2 2025 Reduced 16.04%
$215B
$3.13 Billion 2.56% of portfolio
541
Q2 2025 Added 2.27%
$139B
$3.04 Billion 2.49% of portfolio
85,231
Q2 2025 Added 2.81%
$176B
$2.83 Billion 2.31% of portfolio
31,033
Q2 2025 Added 5.67%
$18.4B
$2.76 Billion 2.26% of portfolio
33,232
Q2 2025 Added 16.85%
$95.1B
$2.76 Billion 2.25% of portfolio
60,817
Q2 2025 Added 5.67%
$123B
$2.52 Billion 2.06% of portfolio
28,699
Q2 2025 Added 3.53%
$606B
$2.45 Billion 2.0% of portfolio
5,042
Q2 2025 Added 5.37%
$2.27T
$2.39 Billion 1.95% of portfolio
10,872
Q2 2025 Reduced 0.99%
$64B
$2.33 Billion 1.91% of portfolio
8,275
Q2 2025 Added 3.63%
$55.2B
$2.34 Billion 1.91% of portfolio
13,581
Q2 2025 Added 18.25%
Blackrock Inc
-
$2.33 Billion 1.9% of portfolio
-
Q2 2025 Reduced 8.31%
$10.1B
$2.27 Billion 1.86% of portfolio
18,735
Q2 2025 Reduced 6.61%
$106B
$2.16 Billion 1.77% of portfolio
23,581
Q2 2025 Reduced 6.62%
$1.2T
$2.13 Billion 1.74% of portfolio
12,090
Q2 2025 Reduced 2.56%
$14.9B
$2.11 Billion 1.72% of portfolio
29,076
Q2 2025 Added 33.68%
$551B
$2.04 Billion 1.67% of portfolio
5,755
Q2 2025 Added 4.58%
$70.6B
$1.91 Billion 1.56% of portfolio
4,906
Q2 2025 Added 23.33%
$1.25T
$1.84 Billion 1.5% of portfolio
8,093
Q2 2025 Reduced 14.65%
$96.1B
$1.7 Billion 1.39% of portfolio
7,652
Q2 2025 Reduced 0.91%
Gsk PLC
-
$1.66 Billion 1.36% of portfolio
-
Q2 2025 Added 3.05%
$18.8B
$1.65 Billion 1.35% of portfolio
13,479
Q2 2025 Added 19.06%
$304B
$1.64 Billion 1.34% of portfolio
23,056
Q2 2025 Added 13.49%
$74.2B
$1.64 Billion 1.34% of portfolio
386,100
Q2 2025 Added 44.07%
$96.5B
$1.63 Billion 1.33% of portfolio
13,825
Q2 2025 Added 11.04%
$159B
$1.59 Billion 1.3% of portfolio
8,711
Q2 2025 Added 58.07%
$8.68B
$1.42 Billion 1.16% of portfolio
21,059
Q2 2025 Added 1.73%
$33.4B
$1.41 Billion 1.15% of portfolio
8,946
Q2 2025 Added 27.78%
$548B
$1.34 Billion 1.1% of portfolio
2,391
Q2 2025 Reduced 12.58%
$205B
$1.32 Billion 1.08% of portfolio
10,665
Q2 2025 Reduced 5.54%
$57.1B
$1.26 Billion 1.03% of portfolio
29,287
Q2 2025 Reduced 25.88%
$674B
$1.18 Billion 0.96% of portfolio
5,388
Q2 2025 Reduced 26.4%
$154B
$1.17 Billion 0.96% of portfolio
4,188
Q2 2025 Added 0.53%
$34.8B
$1.15 Billion 0.94% of portfolio
10,997
Q2 2025 Reduced 4.25%
$1.23T
$1.15 Billion 0.94% of portfolio
6,497
Q2 2025 Added 1.29%
$177B
$1.14 Billion 0.93% of portfolio
5,472
Q2 2025 Reduced 1.1%
$10.6B
$1.13 Billion 0.92% of portfolio
4,671
Q2 2025 Added 2.3%
$20.5B
$1.12 Billion 0.91% of portfolio
21,699
Q2 2025 Reduced 4.48%
$181B
$1.11 Billion 0.91% of portfolio
25,652
Q2 2025 Added 3.34%
$40.9B
$1.11 Billion 0.9% of portfolio
14,620
Q2 2025 New
$43.3B
$1.1 Billion 0.9% of portfolio
13,529
Q2 2025 Added 2.78%
$63.2B
$1.09 Billion 0.89% of portfolio
10,846
Q2 2025 Added 3.65%
$138B
$1.08 Billion 0.88% of portfolio
44,509
Q2 2025 Added 4.14%
$22.5B
$1.05 Billion 0.86% of portfolio
16,450
Q2 2025 New
$155B
$1.02 Billion 0.83% of portfolio
16,646
Q2 2025 Added 8.22%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $122 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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