Twin City Private Wealth, LLC Purchases in Q4 2024

Twin City Private Wealth, LLC

  • $113 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
2.21K
New
N/A
2.21K $2.27B
BDX
Becton Dickinson & CO

Healthcare
9.1K
+ 377.31%
$220.02 - $243.75 $2M - $2.22M
11.5K $2.61B
AMAT
Applied Materials Inc

Technology
2.82K
New
$161.44 - $213.89 $456K - $604K
2.82K $459M
ETR
Entergy Corp

Utilities
15.2K
+ 107.02%
$73.19 - $156.4 $1.11M - $2.37M
29.3K $2.22B
GOOGL
Alphabet Inc.

Communication Services
216
+ 1.88%
$161.86 - $196.66 $35K - $42.5K
11.7K $2.22B
DIS
Walt Disney CO

Communication Services
1.58K
+ 18.4%
$92.39 - $117.6 $146K - $186K
10.2K $1.13B
AAPL
Apple Inc.

Technology
970
+ 96.61%
$221.69 - $259.02 $215K - $251K
1.97K $494M
CRM
Salesforce, Inc.

Technology
97
+ 3.01%
$270.87 - $367.87 $26.3K - $35.7K
3.32K $1.11B
META
Meta Platforms, Inc.

Communication Services
250
+ 4.6%
$554.08 - $632.68 $139K - $158K
5.69K $3.33B
ENB
Enbridge Inc

Energy
2.79K
+ 5.14%
$40.4 - $43.92 $113K - $122K
57K $2.42B
UL
Unilever PLC

Consumer Defensive
5.16K
+ 48.43%
$56.7 - $64.64 $292K - $333K
15.8K $896M
MA
Mastercard Inc

Financial Services
103
+ 3.6%
$491.3 - $536.15 $50.6K - $55.2K
2.97K $1.56B
BK
Bank Of New York Mellon Corp

Financial Services
1.19K
+ 16.66%
$70.82 - $81.87 $84.6K - $97.8K
8.36K $642M
FISV
Fiserv Inc

Technology
85
+ 2.5%
N/A
3.48K $716M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
315
+ 5.81%
$442.29 - $483.08 $139K - $152K
5.74K $2.6B
ADSK
Autodesk, Inc.

Technology
101
+ 3.78%
N/A
2.77K $819M
CMCSA
Comcast Corp

Communication Services
10.2K
+ 14.33%
$37.39 - $45.14 $380K - $458K
81K $3.04B
BAC
Bank Of America Corp

Financial Services
537
+ 4.84%
$39.22 - $47.77 $21.1K - $25.7K
11.6K $512M
TFC
Truist Financial Corp

Financial Services
826
+ 2.32%
$41.51 - $48.1 $34.3K - $39.7K
36.5K $1.58B
WEC
Wec Energy Group, Inc.

Utilities
558
+ 5.0%
$92.94 - $101.82 $51.9K - $56.8K
11.7K $1.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10
+ 0.59%
$521.84 - $558.82 $5.22K - $5.59K
1.72K $926M
ADBE
Adobe Inc.

Technology
307
+ 19.04%
$437.39 - $552.96 $134K - $170K
1.92K $853M
VEEV
Veeva Systems Inc

Healthcare
58
+ 2.93%
$201.81 - $250.45 $11.7K - $14.5K
2.04K $428M
EBAY
Ebay Inc

Consumer Cyclical
607
+ 6.04%
$57.51 - $67.17 $34.9K - $40.8K
10.7K $660M
PAGP
Plains Gp Holdings LP

Energy
336
+ 1.24%
$17.2 - $20.02 $5.78K - $6.73K
27.4K $503M
RTX
Raytheon Technologies Corp

Industrials
93
+ 4.77%
$114.45 - $127.21 $10.6K - $11.8K
2.04K $236M
CHKP
Check Point Software Technologies LTD

Technology
150
+ 2.68%
$170.18 - $209.01 $25.5K - $31.4K
5.74K $1.07B
ECL
Ecolab Inc.

Basic Materials
61
+ 3.85%
$234.32 - $261.43 $14.3K - $15.9K
1.64K $386M
COP
Conocophillips

Energy
250
+ 3.41%
$95.12 - $114.72 $23.8K - $28.7K
7.59K $753M
PEP
Pepsico Inc

Consumer Defensive
40
+ 1.94%
$151.29 - $176.1 $6.05K - $7.04K
2.1K $322M
SBUX
Starbucks Corp

Consumer Cyclical
1.42K
+ 5.51%
$87.44 - $102.5 $124K - $146K
27.2K $2.48B
SNY
Sanofi

Healthcare
1.19K
+ 11.17%
$45.89 - $57.31 $54.6K - $68.1K
11.8K $571M
ADI
Analog Devices Inc

Technology
107
+ 2.81%
$206.35 - $236.48 $22.1K - $25.3K
3.91K $831M
APD
Air Products & Chemicals, Inc.

Basic Materials
49
+ 0.62%
$285.5 - $335.62 $14K - $16.4K
7.94K $2.3B
QCOM
Qualcomm Inc

Technology
67
+ 1.38%
$150.4 - $178.04 $10.1K - $11.9K
4.91K $754M
GD
General Dynamics Corp

Industrials
72
+ 3.02%
$260.28 - $314.03 $18.7K - $22.6K
2.46K $648M
MDT
Medtronic PLC

Healthcare
2.28K
+ 8.75%
$79.61 - $92.24 $182K - $210K
28.4K $2.29B
UNH
Unitedhealth Group Inc

Healthcare
25
+ 1.97%
$485.52 - $625.25 $12.1K - $15.6K
1.29K $654M
NVS
Novartis Ag

Healthcare
400
+ 5.57%
$96.78 - $117.18 $38.7K - $46.9K
7.58K $738M
DEO
Diageo PLC

Consumer Defensive
254
+ 3.18%
$118.0 - $139.88 $30K - $35.5K
8.25K $1.05B
TXN
Texas Instruments Inc

Technology
13
+ 0.25%
N/A
5.18K $971M
Gsk PLC
5.42K
+ 13.43%
N/A
45.8K $1.56B
LYG
Lloyds Banking Group PLC

Financial Services
951
+ 0.27%
$2.67 - $3.23 $2.54K - $3.07K
357K $970M
LAMR
Lamar Advertising CO

Real Estate
242
+ 1.39%
$121.37 - $138.11 $29.4K - $33.4K
17.6K $2.15B
AMT
American Tower Corp

Real Estate
661
+ 8.99%
$179.4 - $232.01 $119K - $153K
8.02K $1.48B
OMC
Omnicom Group Inc.

Communication Services
1.01K
+ 5.45%
$85.82 - $105.47 $86.5K - $106K
19.5K $1.69B
IQV
Iqvia Holdings Inc.

Healthcare
16
+ 0.22%
$190.97 - $236.63 $3.06K - $3.79K
7.16K $1.41B
ELV
Elevance Health, Inc.

Healthcare
609
+ 17.24%
$365.96 - $514.62 $223K - $313K
4.14K $1.53B
Activity Summary
Buys All Purchases 49 New Holdings 2 Increased Positions 47 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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