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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$719B
$3.98 Billion 3.45% of portfolio
18,888
Q3 2024 Reduced 0.37%
$1.25T
$3.11 Billion 2.7% of portfolio
5,439
Q3 2024 Reduced 0.57%
$281B
$2.93 Billion 2.54% of portfolio
51,911
Q3 2024 Added 6.88%
$3.1T
$2.87 Billion 2.49% of portfolio
6,666
Q3 2024 Added 6.69%
$204B
$2.82 Billion 2.44% of portfolio
22,956
Q3 2024 Reduced 6.39%
$501B
$2.58 Billion 2.24% of portfolio
22,051
Q3 2024 Reduced 1.08%
$612B
$2.5 Billion 2.16% of portfolio
5,425
Q3 2024 Reduced 8.33%
$2.05T
$2.34 Billion 2.03% of portfolio
12,550
Q3 2024 Added 10.04%
$1.03T
$1.91 Billion 1.65% of portfolio
11,506
Q3 2024 Added 3.17%
$510B
$1.87 Billion 1.62% of portfolio
6,797
Q3 2024 Added 1.1%
$501B
$1.85 Billion 1.6% of portfolio
10,848
Q3 2024 Added 4.65%
$972B
$1.74 Billion 1.51% of portfolio
9,971
Q3 2024 Added 2.4%
$268B
$1.66 Billion 1.43% of portfolio
22,888
Q3 2024 Reduced 2.0%
$498B
$1.41 Billion 1.23% of portfolio
2,865
Q3 2024 Added 1.27%
$1.08T
$1.26 Billion 1.09% of portfolio
7,549
Q3 2024 Added 43.9%
$322B
$884 Million 0.77% of portfolio
3,224
Q3 2024 Added 37.19%
$222B
$826 Million 0.72% of portfolio
7,184
Q3 2024 Reduced 6.79%
$207B
$825 Million 0.71% of portfolio
8,575
Q3 2024 Added 2.66%
$552B
$741 Million 0.64% of portfolio
1,268
Q3 2024 Added 2.76%
$375B
$441 Million 0.38% of portfolio
11,105
Q3 2024 Added 1.44%
$349B
$433 Million 0.37% of portfolio
3,562
Q3 2024 Added 0.91%
$218B
$351 Million 0.3% of portfolio
2,061
Q3 2024 Added 2.59%
$3.66T
$234 Million 0.2% of portfolio
1,004
Q3 2024 Added 3.51%

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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