Twin City Private Wealth, LLC Incresed Positions in Q2 2025

Twin City Private Wealth, LLC

  • $122 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMAT
Applied Materials Inc

Technology
3.2K
+ 58.07%
$126.95 - $183.52 $406K - $587K
8.71K $1.59B
BKNG
Booking Holdings Inc.

Consumer Cyclical
12
+ 2.27%
$4164.15 - $5789.24 $50K - $69.5K
541 $3.13B
PM
Philip Morris International Inc.

Consumer Defensive
935
+ 4.18%
$149.23 - $184.95 $140K - $173K
23.3K $4.28B
LYG
Lloyds Banking Group PLC

Financial Services
118K
+ 44.07%
$3.32 - $4.29 $392K - $507K
386K $1.64B
SCHW
Schwab Charles Corp

Financial Services
1.67K
+ 5.67%
$69.06 - $91.24 $115K - $152K
31K $2.83B
ETR
Entergy Corp

Utilities
4.79K
+ 16.85%
$79.01 - $86.61 $379K - $415K
33.2K $2.76B
OMC
Omnicom Group Inc.

Communication Services
7.33K
+ 33.68%
$69.22 - $79.77 $507K - $584K
29.1K $2.11B
GPC
Genuine Parts CO

Consumer Cyclical
2.16K
+ 19.06%
$105.54 - $129.09 $228K - $279K
13.5K $1.65B
NVDA
Nvidia Corp

Technology
85
+ 2.02%
$94.31 - $157.99 $8.02K - $13.4K
4.3K $679M
ENB
Enbridge Inc

Energy
3.27K
+ 5.67%
$41.09 - $47.16 $134K - $154K
60.8K $2.76B
HII
Huntington Ingalls Industries, Inc.

Industrials
105
+ 2.3%
$183.31 - $241.46 $19.2K - $25.4K
4.67K $1.13B
ELV
Elevance Health, Inc.

Healthcare
928
+ 23.33%
$372.27 - $452.69 $345K - $420K
4.91K $1.91B
KO
Coca Cola CO

Consumer Defensive
2.74K
+ 13.49%
$68.37 - $73.9 $187K - $203K
23.1K $1.64B
IQV
Iqvia Holdings Inc.

Healthcare
1.95K
+ 27.78%
$137.0 - $174.37 $266K - $339K
8.95K $1.41B
ADSK
Autodesk, Inc.

Technology
122
+ 4.36%
N/A
2.92K $904M
GOOG
Alphabet Inc.

Communication Services
83
+ 1.29%
$146.58 - $180.01 $12.2K - $14.9K
6.5K $1.15B
FIS
Fidelity National Information Services, Inc.

Technology
366
+ 2.78%
$68.14 - $82.13 $24.9K - $30.1K
13.5K $1.1B
V
Visa Inc.

Financial Services
252
+ 4.58%
$308.27 - $373.31 $77.7K - $94.1K
5.76K $2.04B
DUK
Duke Energy Corp

Utilities
1.38K
+ 11.04%
$112.46 - $124.05 $155K - $171K
13.8K $1.63B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
25
+ 1.45%
$456.74 - $568.03 $11.4K - $14.2K
1.75K $999M
VEEV
Veeva Systems Inc

Healthcare
8
+ 0.42%
$209.39 - $289.94 $1.68K - $2.32K
1.91K $551M
UL
Unilever PLC

Consumer Defensive
1.27K
+ 8.22%
$57.9 - $65.43 $73.2K - $82.8K
16.6K $1.02B
GD
General Dynamics Corp

Industrials
117
+ 4.01%
$247.68 - $291.66 $29K - $34.1K
3.04K $885M
MCK
Mckesson Corp

Healthcare
30
+ 2.87%
$652.83 - $732.78 $19.6K - $22K
1.08K $789M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.86K
+ 28.11%
$35.3 - $37.51 $65.7K - $69.8K
8.48K $318M
NVS
Novartis Ag

Healthcare
281
+ 3.96%
$101.96 - $121.01 $28.7K - $34K
7.38K $893M
QCOM
Qualcomm Inc

Technology
224
+ 4.96%
$124.66 - $159.48 $27.9K - $35.7K
4.74K $755M
ADBE
Adobe Inc.

Technology
113
+ 5.22%
$340.0 - $420.68 $38.4K - $47.5K
2.28K $881M
ECL
Ecolab Inc.

Basic Materials
83
+ 5.41%
$225.65 - $270.95 $18.7K - $22.5K
1.62K $437M
TFLO
Ishares Treasury Floating Rate

ETFs
891
+ 48.9%
$50.47 - $50.66 $45K - $45.1K
2.71K $137M
RTX
Raytheon Technologies Corp

Industrials
61
+ 3.07%
$113.75 - $148.48 $6.94K - $9.06K
2.05K $299M
Gsk PLC
1.27K
+ 3.05%
N/A
42.7K $1.66B
SNY
Sanofi

Healthcare
2.37K
+ 20.62%
$47.62 - $55.44 $113K - $131K
13.8K $668M
CRM
Salesforce, Inc.

Technology
1
+ 0.03%
$236.26 - $291.15 $236 - $291
3.68K $1B
BNDX
Vanguard Total International B

ETFs
243
+ 3.29%
$48.77 - $49.55 $11.9K - $12K
7.63K $378M
MDT
Medtronic PLC

Healthcare
979
+ 3.53%
$80.68 - $88.86 $79K - $87K
28.7K $2.52B
HYDB
Ishares Tr Edge High Yield Def

ETFs
47
+ 4.19%
$44.64 - $47.48 $2.1K - $2.23K
1.17K $55.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8
+ 0.18%
$77.74 - $78.78 $622 - $630
4.38K $345M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1
+ 0.04%
$40.82 - $43.14 $40.8 - $43.1
2.79K $120M
DEO
Diageo PLC

Consumer Defensive
424
+ 4.93%
$99.86 - $115.75 $42.3K - $49.1K
9.03K $910M
PFE
Pfizer Inc

Healthcare
1.77K
+ 4.14%
$21.59 - $24.84 $38.2K - $43.9K
44.5K $1.08B
FDL
First Tr Morningstar Dividend

ETFs
37
+ 0.61%
$38.19 - $43.19 $1.41K - $1.6K
6.14K $257M
PAGP
Plains Gp Holdings LP

Energy
1.79K
+ 7.03%
$17.24 - $21.61 $30.8K - $38.6K
27.2K $529M
VZ
Verizon Communications Inc

Communication Services
830
+ 3.34%
$41.67 - $45.62 $34.6K - $37.9K
25.7K $1.11B
CMCSA
Comcast Corp

Communication Services
2.33K
+ 2.81%
$32.84 - $36.72 $76.5K - $85.5K
85.2K $3.04B
PEP
Pepsico Inc

Consumer Defensive
143
+ 7.06%
$128.02 - $151.37 $18.3K - $21.6K
2.17K $286M
APD
Air Products & Chemicals, Inc.

Basic Materials
290
+ 3.63%
$248.61 - $294.96 $72.1K - $85.5K
8.28K $2.33B
UPS
United Parcel Service Inc

Industrials
382
+ 3.65%
$91.92 - $110.2 $35.1K - $42.1K
10.8K $1.09B
COP
Conocophillips

Energy
563
+ 6.08%
$82.66 - $106.1 $46.5K - $59.7K
9.82K $882M
Activity Summary
Buys All Purchases 68 New Holdings 11 Increased Positions 57 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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