Twin City Private Wealth, LLC Portfolio Holdings

Twin City Private Wealth, LLC

  • $114 Billion
  • Q1 2025

Twin City Private Wealth, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $114 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $4.55B, Philip Morris International Inc. with a value of $3.58B, Wells Fargo & Company with a value of $3.35B, Comcast Corp with a value of $3.06B, and Meta Platforms, Inc. with a value of $2.93B.

Examining the 13F form we can see an increase of $553M in the current position value, from $113B to 114B.

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 $114 Billion
Financial Services: $20 Billion
Technology: $14.8 Billion
Healthcare: $14.5 Billion
Communication Services: $13 Billion
Consumer Cyclical: $10.7 Billion
Consumer Defensive: $7.66 Billion
Utilities: $6.54 Billion
Energy: $6.51 Billion
Other: $16.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$825B
$4.55 Billion 4.0% of portfolio
18,532
Q1 2025 Reduced 1.26%
$286B
$3.58 Billion 3.15% of portfolio
22,370
Q1 2025 Reduced 10.26%
$296B
$3.35 Billion 2.95% of portfolio
46,640
Q1 2025 Reduced 0.9%
$155B
$3.06 Billion 2.69% of portfolio
82,903
Q1 2025 Added 2.37%
$1.59T
$2.93 Billion 2.58% of portfolio
5,087
Q1 2025 Reduced 10.58%
$3.65T
$2.72 Billion 2.39% of portfolio
7,233
Q1 2025 Added 8.69%
$48.9B
$2.63 Billion 2.31% of portfolio
11,485
Q1 2025 Reduced 0.2%
$633B
$2.55 Billion 2.24% of portfolio
4,785
Q1 2025 Reduced 16.64%
$91.2B
$2.55 Billion 2.24% of portfolio
57,551
Q1 2025 Added 1.02%
$114B
$2.51 Billion 2.21% of portfolio
27,720
Q1 2025 Reduced 2.26%
$105B
$2.48 Billion 2.18% of portfolio
25,253
Q1 2025 Reduced 7.21%
$218B
$2.44 Billion 2.15% of portfolio
529
Q1 2025 Reduced 4.86%
$452B
$2.44 Billion 2.15% of portfolio
20,513
Q1 2025 Reduced 6.94%
$16.9B
$2.43 Billion 2.14% of portfolio
28,440
Q1 2025 Reduced 3.04%
$62.3B
$2.36 Billion 2.07% of portfolio
7,985
Q1 2025 Added 0.62%
$162B
$2.3 Billion 2.02% of portfolio
29,368
Q1 2025 Reduced 9.85%
$2.17T
$2.09 Billion 1.84% of portfolio
10,981
Q1 2025 Added 3.29%
$575B
$1.93 Billion 1.7% of portfolio
5,503
Q1 2025 Reduced 8.65%
$1.02T
$1.92 Billion 1.69% of portfolio
12,408
Q1 2025 Added 5.85%
$14.8B
$1.82 Billion 1.6% of portfolio
21,750
Q1 2025 Added 11.48%
$90B
$1.73 Billion 1.52% of portfolio
3,978
Q1 2025 Reduced 3.94%
$104B
$1.68 Billion 1.48% of portfolio
7,722
Q1 2025 Reduced 3.66%
$55B
$1.63 Billion 1.43% of portfolio
39,515
Q1 2025 Added 8.33%
$10.9B
$1.61 Billion 1.42% of portfolio
20,700
Q1 2025 Reduced 2.31%
$1.14T
$1.58 Billion 1.39% of portfolio
9,482
Q1 2025 Added 6.22%
$90B
$1.52 Billion 1.34% of portfolio
12,450
Q1 2025 Reduced 6.57%
$532B
$1.5 Billion 1.32% of portfolio
2,735
Q1 2025 Reduced 7.85%
$304B
$1.47 Billion 1.29% of portfolio
20,315
Q1 2025 Reduced 6.85%
$17.1B
$1.36 Billion 1.2% of portfolio
11,321
Q1 2025 Reduced 0.04%
$19.6B
$1.34 Billion 1.18% of portfolio
22,716
Q1 2025 Added 40.38%
$148B
$1.3 Billion 1.14% of portfolio
4,166
Q1 2025 Reduced 7.87%
$33.2B
$1.25 Billion 1.1% of portfolio
11,485
Q1 2025 Reduced 1.93%
$29.5B
$1.23 Billion 1.09% of portfolio
7,001
Q1 2025 Reduced 2.26%
$73.4B
$1.15 Billion 1.01% of portfolio
10,464
Q1 2025 Added 12.46%
$179B
$1.13 Billion 0.99% of portfolio
24,822
Q1 2025 Reduced 3.35%
$216B
$1.11 Billion 0.98% of portfolio
11,290
Q1 2025 Added 11.2%
$136B
$1.08 Billion 0.95% of portfolio
42,740
Q1 2025 Added 6.5%
$27.5B
$1.03 Billion 0.91% of portfolio
4,514
Q1 2025 Reduced 21.41%
$71B
$1.02 Billion 0.9% of portfolio
267,995
Q1 2025 Reduced 24.83%
$580B
$1.02 Billion 0.9% of portfolio
7,321
Q1 2025 Reduced 30.43%
$1.02T
$1 Billion 0.88% of portfolio
6,414
Q1 2025 Added 8.79%
$177B
$994 Million 0.87% of portfolio
5,533
Q1 2025 Added 6.88%
$271B
$987 Million 0.87% of portfolio
3,677
Q1 2025 Added 10.72%
$114B
$973 Million 0.86% of portfolio
9,260
Q1 2025 Added 21.99%
$49.9B
$983 Million 0.86% of portfolio
13,163
Q1 2025 Added 8.46%
$9.25B
$932 Million 0.82% of portfolio
4,566
Q1 2025 Reduced 0.09%
$158B
$916 Million 0.81% of portfolio
15,381
Q1 2025 Reduced 2.71%
$57.6B
$915 Million 0.8% of portfolio
8,604
Q1 2025 Added 4.28%
$178B
$830 Million 0.73% of portfolio
2,164
Q1 2025 Added 12.77%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $114 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
Track This Portfolio

Track Twin City Private Wealth, LLC Portfolio

Follow Twin City Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Twin City Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin City Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email