Twin City Private Wealth, LLC Portfolio Holdings

Twin City Private Wealth, LLC

  • $106 Billion
  • Q2 2024

Twin City Private Wealth, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $106 Billion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $3.83B, Comcast Corp with a value of $2.95B, Wells Fargo & Company with a value of $2.88B, Microsoft Corp with a value of $2.79B, and Meta Platforms, Inc. with a value of $2.76B.

Examining the 13F form we can see an increase of $4.31B in the current position value, from $102B to 106B.

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 $106 Billion
Financial Services: $19.7 Billion
Technology: $13.5 Billion
Healthcare: $13 Billion
Communication Services: $12.3 Billion
Consumer Cyclical: $10.4 Billion
Energy: $7.47 Billion
Consumer Defensive: $6.34 Billion
ETFs: $6.12 Billion
Other: $15.5 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.59B
$508 Million 0.48% of portfolio
27,000
Q2 2024 Reduced 2.04%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $106 Billion
  • Prior Value $102 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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