Texas Capital Bank Wealth Management Services Inc Incresed Positions in Q4 2024

Texas Capital Bank Wealth Management Services Inc

  • $969 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
52
+ 0.01%
$117.0 - $148.88 $6.08K - $7.74K
526K $70.7M
META
Meta Platforms, Inc.

Communication Services
3.96K
+ 39.94%
$554.08 - $632.68 $2.2M - $2.51M
13.9K $8.19M
ET
Energy Transfer LP

Energy
17.5K
+ 3.55%
$16.05 - $19.86 $281K - $348K
510K $10M
AMZN
Amazon Com Inc

Consumer Cyclical
1.97K
+ 13.68%
$180.88 - $232.93 $357K - $460K
16.4K $3.6M
BAC
Bank Of America Corp

Financial Services
15.6K
+ 45.2%
$39.22 - $47.77 $613K - $746K
50.2K $2.21M
TGT
Target Corp

Consumer Defensive
5.11K
+ 210.68%
$121.59 - $160.69 $621K - $821K
7.53K $1.02M
MA
Mastercard Inc

Financial Services
33
+ 0.17%
$491.3 - $536.15 $16.2K - $17.7K
19.1K $10M
ARCC
Ares Capital Corp

Financial Services
18.9K
+ 13.87%
$20.74 - $22.27 $391K - $420K
155K $3.39M
TSLA
Tesla, Inc.

Consumer Cyclical
324
+ 12.28%
$213.65 - $479.86 $69.2K - $155K
2.96K $1.2M
TCBI
Texas Capital Bancshares Inc

Financial Services
4.51K
+ 73.8%
$69.88 - $89.68 $315K - $404K
10.6K $830K
AVGO
Broadcom Inc.

Technology
384
+ 9.28%
$159.67 - $250.0 $61.3K - $96K
4.52K $1.05M
IWB
Ishares Tr Russell 1000 ETF

ETFs
272
+ 0.94%
$311.11 - $335.64 $84.6K - $91.3K
29.1K $9.39M
INTU
Intuit Inc

Technology
306
+ 2.29%
$602.01 - $706.25 $184K - $216K
13.7K $8.58M
MSCI
Msci Inc.

Financial Services
23
+ 0.16%
$569.09 - $635.99 $13.1K - $14.6K
14K $8.43M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.01K
+ 1.63%
$61.68 - $67.87 $247K - $272K
250K $15.5M
V
Visa Inc.

Financial Services
230
+ 5.83%
$273.87 - $320.91 $63K - $73.8K
4.18K $1.32M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.75K
+ 35.72%
$126.68 - $134.74 $221K - $235K
6.64K $846K
DE
Deere & CO

Industrials
96
+ 0.37%
$389.45 - $466.0 $37.4K - $44.7K
26.1K $11.1M
STWD
Starwood Property Trust, Inc.

Real Estate
20.2K
+ 14.31%
$18.95 - $20.37 $384K - $412K
162K $3.06M
WMT
Walmart Inc.

Consumer Defensive
995
+ 24.01%
$79.1 - $95.7 $78.7K - $95.2K
5.14K $464K
IVV
Ishares Core S&P 500 ETF

ETFs
99
+ 3.77%
$570.51 - $610.59 $56.5K - $60.4K
2.72K $1.6M
EMR
Emerson Electric CO

Industrials
9
+ 0.18%
$108.13 - $134.33 $973 - $1.21K
5.09K $630K
NFLX
Netflix Inc

Communication Services
3
+ 0.86%
$687.65 - $936.56 $2.06K - $2.81K
352 $313K
QQQ
Invesco Qqq Trust, Series 1

ETFs
71
+ 7.35%
$481.22 - $538.17 $34.2K - $38.2K
1.04K $530K
IWF
Ishares Russell 1000 Gr ETF

ETFs
84
+ 11.02%
$370.24 - $418.94 $31.1K - $35.2K
846 $339K
ITOT
Ishares Core S&P Total U.S. St

ETFs
188
+ 2.44%
$124.26 - $134.12 $23.4K - $25.2K
7.89K $1.02M
HON
Honeywell International Inc

Industrials
10
+ 0.48%
$202.84 - $236.0 $2.03K - $2.36K
2.11K $476K
CSCO
Cisco Systems, Inc.

Technology
46
+ 0.74%
$52.45 - $60.02 $2.41K - $2.76K
6.3K $373K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
107
+ 6.67%
$442.29 - $483.08 $47.3K - $51.7K
1.71K $776K
ACN
Accenture PLC

Technology
121
+ 2.92%
$343.9 - $376.86 $41.6K - $45.6K
4.27K $1.5M
VGT
Vanguard Information Technolog

ETFs
28
+ 5.6%
$571.78 - $647.97 $16K - $18.1K
528 $328K
VUG
Vanguard Growth ETF

ETFs
41
+ 6.2%
$378.79 - $428.11 $15.5K - $17.6K
702 $288K
PAYX
Paychex Inc

Industrials
5
+ 0.13%
$135.86 - $148.73 $679 - $744
3.79K $531K
BR
Broadridge Financial Solutions, Inc.

Technology
21
+ 1.22%
$209.64 - $236.44 $4.4K - $4.97K
1.74K $392K
VB
Vanguard Small Cap ETF

ETFs
54
+ 2.22%
$233.76 - $261.58 $12.6K - $14.1K
2.48K $596K
T
At&T Inc.

Communication Services
112
+ 1.0%
$21.22 - $23.88 $2.38K - $2.67K
11.3K $256K
TXN
Texas Instruments Inc

Technology
27
+ 0.41%
N/A
6.58K $1.28M
RSG
Republic Services, Inc.

Industrials
4
+ 0.22%
$198.0 - $218.75 $792 - $875
1.84K $369K
APD
Air Products & Chemicals, Inc.

Basic Materials
3
+ 0.41%
$285.5 - $335.62 $857 - $1.01K
730 $211K
WM
Waste Management Inc

Industrials
16
+ 0.96%
$201.79 - $228.46 $3.23K - $3.66K
1.68K $339K
DGRO
Ishares Core Dividend Growth E

ETFs
13
+ 0.22%
$60.73 - $64.94 $789 - $844
5.88K $360K
CVX
Chevron Corp

Energy
31
+ 0.54%
$141.15 - $162.53 $4.38K - $5.04K
5.74K $831K
IWD
Ishares Russell 1000 Val ETF

ETFs
63
+ 1.2%
$183.23 - $199.79 $11.5K - $12.6K
5.29K $980K
SO
Southern CO

Utilities
18
+ 0.7%
$81.5 - $94.15 $1.47K - $1.69K
2.59K $213K
RTX
Raytheon Technologies Corp

Industrials
19
+ 0.38%
$114.45 - $127.21 $2.17K - $2.42K
5.05K $584K
PG
Procter & Gamble CO

Consumer Defensive
79
+ 0.99%
$161.05 - $179.7 $12.7K - $14.2K
8.03K $1.35M
SHW
Sherwin Williams CO

Basic Materials
13
+ 1.42%
$338.75 - $399.71 $4.4K - $5.2K
927 $315K
EFX
Equifax Inc

Industrials
32
+ 3.01%
$245.03 - $293.5 $7.84K - $9.39K
1.09K $278K
ADBE
Adobe Inc.

Technology
45
+ 5.52%
$437.39 - $552.96 $19.7K - $24.9K
860 $382K
Activity Summary
Buys All Purchases 79 New Holdings 12 Increased Positions 67 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 1 Puts 0
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