Texas Capital Bank Wealth Management Services Inc has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $977 Million distributed in 209 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $315M, Nvidia Corp with a value of $58.9M, Ishares Tr with a value of $54.6M, Apple Inc. with a value of $26.1M, and Ishares Russell Mid Cap ETF with a value of $24.7M.

Examining the 13F form we can see an increase of $8M in the current position value, from $969M to 977M.

Below you can find more details about Texas Capital Bank Wealth Management Services Inc portfolio as well as his latest detailed transactions.

Portfolio value $977 Million
ETFs: $556 Million
Technology: $138 Million
Financial Services: $88.9 Million
Healthcare: $43.6 Million
Consumer Cyclical: $37.9 Million
Industrials: $34.2 Million
Energy: $23.7 Million
Communication Services: $16.1 Million
Other: $38.8 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 209
  • Current Value $977 Million
  • Prior Value $969 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 56 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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