Texas Capital Bank Wealth Management Services Inc Incresed Positions in Q1 2025

Texas Capital Bank Wealth Management Services Inc

  • $977 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TCBI
Texas Capital Bancshares Inc

Financial Services
239K
+ 2249.29%
$70.86 - $83.85 $16.9M - $20M
249K $18.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
95K
+ 38.09%
$57.21 - $65.8 $5.44M - $6.25M
345K $20.1M
ET
Energy Transfer LP

Energy
141K
+ 27.6%
$17.26 - $21.08 $2.43M - $2.97M
651K $12.1M
VZ
Verizon Communications Inc

Communication Services
40.3K
+ 488.18%
$37.81 - $46.49 $1.52M - $1.87M
48.6K $2.2M
ZTS
Zoetis Inc.

Healthcare
10.1K
+ 24.2%
$156.48 - $175.67 $1.58M - $1.77M
51.8K $8.53M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
14.3K
+ 219.97%
$117.4 - $131.02 $1.68M - $1.87M
20.8K $2.49M
AMZN
Amazon Com Inc

Consumer Cyclical
10.3K
+ 62.99%
$190.26 - $242.06 $1.97M - $2.5M
26.7K $5.09M
PLD
Prologis, Inc.

Real Estate
8.47K
+ 14.28%
$103.59 - $124.04 $877K - $1.05M
67.8K $7.58M
V
Visa Inc.

Financial Services
3.26K
+ 78.05%
$306.92 - $362.71 $1M - $1.18M
7.44K $2.61M
ABT
Abbott Laboratories

Healthcare
8.06K
+ 389.18%
$111.1 - $140.22 $895K - $1.13M
10.1K $1.34M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.31K
+ 3.32%
$95.85 - $99.25 $508K - $527K
165K $16.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.25K
+ 72.9%
$442.66 - $534.52 $552K - $667K
2.96K $1.58M
COP
Conocophillips

Energy
3.54K
+ 5.33%
$88.6 - $105.85 $314K - $375K
70.1K $7.36M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.46K
+ 181.61%
$497.6 - $606.74 $727K - $887K
2.27K $1.13M
UNH
Unitedhealth Group Inc

Healthcare
720
+ 4.4%
$461.52 - $548.18 $332K - $395K
17.1K $8.96M
ADBE
Adobe Inc.

Technology
1.84K
+ 213.37%
$377.84 - $464.11 $693K - $852K
2.7K $1.03M
CVX
Chevron Corp

Energy
2.58K
+ 44.92%
$146.71 - $167.97 $378K - $433K
8.32K $1.39M
JNJ
Johnson & Johnson

Healthcare
2.45K
+ 38.97%
$142.06 - $167.7 $348K - $411K
8.73K $1.45M
XOM
Exxon Mobil Corp

Energy
2.92K
+ 20.92%
$105.44 - $118.93 $308K - $347K
16.9K $2.01M
NFLX
Netflix Inc

Communication Services
516
+ 146.59%
$828.4 - $1058.6 $427K - $546K
868 $809K
ORCC
Owl Rock Capital Corp

Financial Services
35.7K
+ 14.44%
N/A
283K $3.79M
NKE
Nike, Inc.

Consumer Cyclical
23.1K
+ 28.44%
$63.29 - $81.72 $1.46M - $1.89M
104K $6.61M
ABBV
Abb Vie Inc.

Healthcare
1.25K
+ 19.18%
$169.2 - $216.66 $212K - $271K
7.77K $1.63M
MRK
Merck & Co., Inc.

Healthcare
5.45K
+ 239.65%
$83.01 - $101.02 $453K - $551K
7.73K $693K
PG
Procter & Gamble CO

Consumer Defensive
2.17K
+ 27.07%
$158.56 - $176.26 $345K - $383K
10.2K $1.74M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.18K
+ 36.41%
$208.48 - $244.03 $246K - $288K
4.43K $1.08M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
11.1K
+ 8.63%
$20.96 - $23.51 $233K - $261K
140K $3.13M
STWD
Starwood Property Trust, Inc.

Real Estate
12.5K
+ 7.75%
$18.41 - $20.53 $231K - $257K
174K $3.44M
HON
Honeywell International Inc

Industrials
1.79K
+ 84.7%
$202.75 - $226.52 $363K - $405K
3.9K $825K
ACN
Accenture PLC

Technology
1.58K
+ 36.92%
$300.91 - $398.25 $475K - $628K
5.85K $1.82M
CSCO
Cisco Systems, Inc.

Technology
4.93K
+ 78.18%
$58.74 - $64.87 $289K - $320K
11.2K $693K
ARCC
Ares Capital Corp

Financial Services
12.2K
+ 7.88%
$21.28 - $23.81 $259K - $290K
167K $3.7M
MCD
Mcdonalds Corp

Consumer Cyclical
787
+ 28.08%
$279.74 - $321.29 $220K - $253K
3.59K $1.12M
AMGN
Amgen Inc

Healthcare
628
+ 32.14%
$258.59 - $327.36 $162K - $206K
2.58K $804K
LOW
Lowes Companies Inc

Consumer Cyclical
1.31K
+ 72.5%
$222.66 - $268.42 $292K - $352K
3.12K $728K
F
Ford Motor CO

Consumer Cyclical
27K
+ 51.55%
$9.12 - $10.43 $247K - $282K
79.5K $797K
IVE
Ishares S&P 500 Value ETF

ETFs
1.36K
+ 53.15%
$185.78 - $198.58 $252K - $270K
3.91K $745K
QCOM
Qualcomm Inc

Technology
1.63K
+ 39.12%
$151.94 - $175.86 $248K - $286K
5.79K $889K
GOOG
Alphabet Inc.

Communication Services
3.67K
+ 38.15%
$156.06 - $207.71 $572K - $761K
13.3K $2.07M
ECL
Ecolab Inc.

Basic Materials
757
+ 34.49%
$229.72 - $269.82 $174K - $204K
2.95K $748K
KO
Coca Cola CO

Consumer Defensive
2.43K
+ 50.89%
$60.81 - $72.32 $148K - $176K
7.22K $516K
PAYX
Paychex Inc

Industrials
966
+ 25.47%
$136.06 - $154.52 $131K - $149K
4.76K $734K
GPC
Genuine Parts CO

Consumer Cyclical
1.45K
+ 59.84%
$115.91 - $129.02 $168K - $187K
3.87K $460K
ADP
Automatic Data Processing Inc

Industrials
499
+ 30.39%
$286.85 - $318.64 $143K - $159K
2.14K $654K
RTX
Raytheon Technologies Corp

Industrials
510
+ 10.11%
$114.1 - $135.66 $58.2K - $69.2K
5.56K $736K
DIS
Walt Disney CO

Communication Services
2.23K
+ 36.84%
$96.87 - $114.0 $216K - $254K
8.27K $816K
LEN
Lennar Corp

Consumer Cyclical
1.6K
+ 77.74%
$113.93 - $141.54 $182K - $226K
3.65K $418K
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.03K
+ 4.82%
$32.5 - $33.3 $98.5K - $101K
66K $2.19M
APD
Air Products & Chemicals, Inc.

Basic Materials
370
+ 50.68%
$283.24 - $338.07 $105K - $125K
1.1K $324K
Activity Summary
Buys All Purchases 139 New Holdings 56 Increased Positions 83 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Texas Capital Bank Wealth Management Services Inc Portfolio

Follow Texas Capital Bank Wealth Management Services Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Texas Capital Bank Wealth Management Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Texas Capital Bank Wealth Management Services Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email