Twin City Private Wealth, LLC Portfolio Holdings

Twin City Private Wealth, LLC

  • $122 Billion
  • Q2 2025

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 Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $122 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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