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
TXN
Texas Instruments Inc

Technology
549
+ 8.34%
N/A
7.13K $1.39M
BAC
Bank Of America Corp

Financial Services
5.1K
+ 10.16%
$39.61 - $47.74 $202K - $243K
55.3K $2.31M
AVGO
Broadcom Inc.

Technology
2.32K
+ 51.29%
$167.43 - $244.7 $388K - $568K
6.84K $1.15M
LMT
Lockheed Martin Corp

Industrials
274
+ 28.05%
$423.19 - $506.29 $116K - $139K
1.25K $558K
WM
Waste Management Inc

Industrials
78
+ 4.64%
$200.54 - $233.78 $15.6K - $18.2K
1.76K $407K
SHW
Sherwin Williams CO

Basic Materials
164
+ 17.69%
$330.16 - $365.55 $54.1K - $60K
1.09K $380K
T
At&T Inc.

Communication Services
50
+ 0.44%
$21.56 - $28.28 $1.08K - $1.41K
11.3K $319K
BR
Broadridge Financial Solutions, Inc.

Technology
84
+ 4.83%
$221.46 - $244.83 $18.6K - $20.6K
1.82K $441K
AFL
Aflac Inc

Financial Services
8
+ 0.15%
$100.99 - $111.19 $808 - $890
5.31K $590K
SYK
Stryker Corp

Healthcare
32
+ 1.63%
$355.18 - $399.9 $11.4K - $12.8K
2K $744K
VTV
Vanguard Value ETF

ETFs
1
+ 0.02%
$167.73 - $179.21 $168 - $179
5.75K $992K
C
Citigroup Inc

Financial Services
85
+ 0.64%
$67.23 - $84.63 $5.71K - $7.19K
13.4K $948K
PEP
Pepsico Inc

Consumer Defensive
161
+ 2.67%
$142.64 - $156.42 $23K - $25.2K
6.18K $927K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
17
+ 0.19%
$76.94 - $78.28 $1.31K - $1.33K
8.82K $690K
WMT
Walmart Inc.

Consumer Defensive
171
+ 3.33%
$84.5 - $105.05 $14.4K - $18K
5.31K $466K
Lam Research Corp
3.48K
+ 3.43%
N/A
105K $0
Oaktree Specialty Lending CO
115K
+ 246.22%
N/A
162K $0
Blackrock Inc
18
+ 8.18%
N/A
238 $0
EFX
Equifax Inc

Industrials
40
+ 3.66%
$235.63 - $278.34 $9.43K - $11.1K
1.13K $276K
IVV
Ishares Core S&P 500 ETF

ETFs
114
+ 4.19%
$554.06 - $615.85 $63.2K - $70.2K
2.84K $1.59M
QQQ
Invesco Qqq Trust, Series 1

ETFs
75
+ 7.23%
$468.34 - $539.52 $35.1K - $40.5K
1.11K $521K
MSFT
Microsoft Corp

Technology
3.82K
+ 12.19%
$375.39 - $447.2 $1.44M - $1.71M
35.2K $13.2M
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.09%
$255.29 - $303.75 $255 - $304
1.15K $295K
NEE
Nextera Energy Inc

Utilities
290
+ 0.26%
$66.96 - $76.16 $19.4K - $22.1K
114K $8.08M
EMR
Emerson Electric CO

Industrials
7
+ 0.14%
$108.64 - $131.17 $760 - $918
5.1K $558K
INTU
Intuit Inc

Technology
75
+ 0.55%
$555.63 - $630.23 $41.7K - $47.3K
13.7K $8.43M
IWM
Ishares Russell 2000 ETF

ETFs
61
+ 0.56%
$198.1 - $229.79 $12.1K - $14K
11.1K $2.2M
MSCI
Msci Inc.

Financial Services
429
+ 3.05%
$541.46 - $628.34 $232K - $270K
14.5K $8.19M
DHR
Danaher Corp

Healthcare
2.01K
+ 6.13%
$201.62 - $250.59 $405K - $503K
34.8K $7.13M
SPY
Spdr S&P 500 ETF Trust

ETFs
76
+ 0.38%
$551.42 - $612.93 $41.9K - $46.6K
20.2K $11.3M
TT
Trane Technologies PLC

Industrials
138
+ 0.72%
$332.0 - $400.86 $45.8K - $55.3K
19.3K $6.49M
NVDA
Nvidia Corp

Technology
17.6K
+ 3.34%
$106.98 - $149.43 $1.88M - $2.63M
544K $58.9M
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
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