Twin City Private Wealth, LLC Portfolio Holdings

Twin City Private Wealth, LLC

  • $115 Billion
  • Q3 2024

Twin City Private Wealth, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $115 Billion distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $3.98B, Meta Platforms, Inc. with a value of $3.11B, Comcast Corp with a value of $2.96B, Wells Fargo & Company with a value of $2.93B, and Microsoft Corp with a value of $2.87B.

Examining the 13F form we can see an increase of $9.55B in the current position value, from $106B to 115B.

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 $115 Billion
Financial Services: $20.6 Billion
Technology: $15.1 Billion
Healthcare: $13.4 Billion
Communication Services: $13.2 Billion
Consumer Cyclical: $11.4 Billion
ETFs: $7.95 Billion
Energy: $7.64 Billion
Consumer Defensive: $7.09 Billion
Other: $17.5 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1 Billion 0.87% of portfolio
18,951
Q3 2024 Added 10.71%
$0
$967 Million 0.84% of portfolio
2,519
Q3 2024 Added 8.48%
$0
$904 Million 0.78% of portfolio
1,709
Q3 2024 Added 0.71%
$0
$803 Million 0.7% of portfolio
4,601
Q3 2024 Added 9.86%
$0
$445 Million 0.39% of portfolio
8,850
Q3 2024 Added 51.02%
$0
$420 Million 0.36% of portfolio
5,332
Q3 2024 Added 50.2%
$0
$342 Million 0.3% of portfolio
6,752
Q3 2024 Added 6.01%
$0
$350 Million 0.3% of portfolio
7,323
Q3 2024 Added 9.2%
$0
$297 Million 0.26% of portfolio
3,274
Q3 2024 Reduced 0.76%
$0
$276 Million 0.24% of portfolio
3,528
Q3 2024 Added 106.8%
$0
$265 Million 0.23% of portfolio
9,676
Q3 2024 Reduced 9.72%
$0
$260 Million 0.23% of portfolio
6,201
Q3 2024 Reduced 4.45%
$0
$231 Million 0.2% of portfolio
972
Q3 2024 Added 15.58%
$0
$211 Million 0.18% of portfolio
4,465
Q3 2024 New
$0
$204 Million 0.18% of portfolio
5,414
Q3 2024 New
$0
$207 Million 0.18% of portfolio
2,749
Q3 2024 Added 49.81%
$0
$200 Million 0.17% of portfolio
3,803
Q3 2024 New
$0
$103 Million 0.09% of portfolio
2,363
Q3 2024 Reduced 48.08%
$0
$90.6 Million 0.08% of portfolio
1,885
Q3 2024 Added 5.31%
$0
$46.8 Million 0.04% of portfolio
488
Q3 2024 New
$0
$46.4 Million 0.04% of portfolio
496
Q3 2024 New
$0
$18.9 Million 0.02% of portfolio
113
Q3 2024 New
$0
$28.3 Million 0.02% of portfolio
418
Q3 2024 New
$0
$18.5 Million 0.02% of portfolio
76
Q3 2024 New
$0
$15.4 Million 0.01% of portfolio
206
Q3 2024 New
$0
$90,000 0.0% of portfolio
1
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $115 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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