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 Market Cap. of $10 Billions to $200 Billions
