Twin City Private Wealth, LLC Portfolio Holdings

Twin City Private Wealth, LLC

  • $113 Billion
  • Q4 2024

Twin City Private Wealth, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $113 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $4.5B, Meta Platforms, Inc. with a value of $3.33B, Wells Fargo & Company with a value of $3.31B, Comcast Corp with a value of $3.04B, and Philip Morris International Inc. with a value of $3.03B.

Examining the 13F form we can see an decrease of $2.32B in the current position value, from $115B to 113B.

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 $113 Billion
Financial Services: $20 Billion
Technology: $15.9 Billion
Healthcare: $13.9 Billion
Communication Services: $13.6 Billion
Consumer Cyclical: $11.3 Billion
Consumer Defensive: $7.07 Billion
ETFs: $6.25 Billion
Utilities: $6.05 Billion
Other: $15.3 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $113 Billion
  • Prior Value $115 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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