Texas Capital Bank Wealth Management Services Inc Reduced Holdings in Q3 2025

Texas Capital Bank Wealth Management Services Inc

  • $1.18 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-15.7K
- 81.42%
$194.44 - $206.51 $3.05M - $3.24M
3.58K $739K
SBUX
Starbucks Corp

Consumer Cyclical
-31.6K
- 84.22%
$81.9 - $96.86 $2.59M - $3.06M
5.92K $500K
ZTS
Zoetis Inc.

Healthcare
-8.3K
- 16.85%
$141.13 - $159.19 $1.17M - $1.32M
41K $6M
VBTX
Veritex Holdings, Inc.

Financial Services
-65K
- 59.47%
$26.87 - $34.78 $1.75M - $2.26M
44.3K $1.49M
IWR
Ishares Russell Mid Cap ETF

ETFs
-25.3K
- 9.94%
$92.26 - $97.51 $2.34M - $2.47M
230K $22.2M
PLTR
Palantir Technologies Inc.

Technology
-10K
- 76.15%
$130.68 - $186.97 $1.31M - $1.87M
3.13K $571K
ACN
Accenture PLC

Technology
-2.77K
- 51.59%
$232.56 - $304.78 $643K - $843K
2.6K $639K
MSCI
Msci Inc.

Financial Services
-1.26K
- 9.25%
$526.48 - $588.0 $662K - $740K
12.3K $7.01M
ADBE
Adobe Inc.

Technology
-2.09K
- 75.38%
$333.65 - $392.1 $698K - $820K
683 $240K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-6.63K
- 40.24%
$122.57 - $132.57 $813K - $879K
9.84K $1.28M
LLY
Eli Lilly & CO

Healthcare
-444
- 3.49%
$625.65 - $812.69 $278K - $361K
12.3K $9.36M
NKE
Nike, Inc.

Consumer Cyclical
-5.17K
- 5.27%
$69.24 - $79.24 $358K - $410K
93K $6.49M
VTI
Vanguard Total Stock Market Et

ETFs
-1.78K
- 44.81%
$303.93 - $329.86 $540K - $586K
2.19K $717K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.39K
- 58.82%
$404.94 - $499.99 $562K - $693K
971 $470K
TILT
Flexshares Tr

ETFs
-2.18K
- 44.71%
$224.75 - $242.86 $491K - $530K
2.7K $654K
DHR
Danaher Corp

Healthcare
-1.87K
- 5.64%
$181.46 - $212.2 $339K - $396K
31.2K $6.19M
LMT
Lockheed Martin Corp

Industrials
-744
- 60.29%
$410.74 - $499.21 $306K - $371K
490 $244K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.34K
- 35.55%
$132.9 - $142.03 $312K - $333K
4.25K $598K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-641
- 20.11%
$459.11 - $506.91 $294K - $325K
2.55K $1.28M
MRK
Merck & Co., Inc.

Healthcare
-3.39K
- 44.2%
$77.6 - $87.37 $263K - $296K
4.28K $359K
MGV
Vanguard Mega Cap Value

ETFs
-4K
- 7.39%
$129.46 - $137.85 $517K - $551K
50K $6.89M
SHOP
Shopify Inc.

Technology
-3.27K
- 35.41%
$112.11 - $157.12 $367K - $514K
5.97K $886K
PAYC
Paycom Software, Inc.

Technology
-488
- 28.88%
$208.14 - $238.8 $102K - $117K
1.2K $250K
PAYX
Paychex Inc

Industrials
-300
- 6.3%
$126.69 - $147.99 $38K - $44.4K
4.46K $565K
CSGP
Costar Group, Inc.

Real Estate
-1.15K
- 28.67%
$81.42 - $96.83 $93.5K - $111K
2.86K $240K
TXN
Texas Instruments Inc

Technology
-394
- 6.89%
N/A
5.33K $1.04M
TDY
Teledyne Technologies Inc

Technology
-233
- 25.83%
$509.51 - $586.04 $119K - $137K
669 $392K
CTSH
Cognizant Technology Solutions Corp

Technology
-268
- 7.53%
$66.67 - $80.98 $17.9K - $21.7K
3.29K $220K
APD
Air Products & Chemicals, Inc.

Basic Materials
-170
- 15.77%
$265.78 - $299.3 $45.2K - $50.9K
908 $247K
LEN
Lennar Corp

Consumer Cyclical
-863
- 23.7%
$107.73 - $142.4 $93K - $123K
2.78K $350K
USB
Us Bancorp \De\

Financial Services
-1.74K
- 14.94%
$43.94 - $50.41 $76.3K - $87.5K
9.88K $477K
TRV
Travelers Companies, Inc.

Financial Services
-236
- 11.51%
$250.62 - $279.43 $59.1K - $65.9K
1.82K $506K
CI
Cigna Corp

Healthcare
-20
- 2.56%
$262.23 - $334.39 $5.24K - $6.69K
761 $219K
DOV
Dover Corp

Industrials
-56
- 3.21%
$165.59 - $190.9 $9.27K - $10.7K
1.69K $281K
IWD
Ishares Russell 1000 Val ETF

ETFs
-310
- 11.35%
$192.76 - $203.86 $59.8K - $63.2K
2.42K $492K
COF
Capital One Financial Corp

Financial Services
-163
- 7.96%
$207.29 - $229.74 $33.8K - $37.4K
1.89K $400K
BR
Broadridge Financial Solutions, Inc.

Technology
-106
- 5.69%
$233.75 - $266.89 $24.8K - $28.3K
1.76K $418K
RSG
Republic Services, Inc.

Industrials
-2
- 0.14%
$225.33 - $246.01 $451 - $492
1.41K $323K
IWP
Ishares Russell Mid Cap Growth

ETFs
-242
- 7.13%
$137.51 - $145.26 $33.3K - $35.2K
3.15K $449K
PSA
Public Storage

Real Estate
-38
- 2.86%
$271.94 - $298.09 $10.3K - $11.3K
1.29K $372K
WMB
Williams Companies, Inc.

Energy
-292
- 4.22%
$56.52 - $64.01 $16.5K - $18.7K
6.63K $420K
T
At&T Inc.

Communication Services
-265
- 2.84%
$26.94 - $29.62 $7.14K - $7.85K
9.07K $256K
EMR
Emerson Electric CO

Industrials
-19
- 0.38%
$128.6 - $149.63 $2.44K - $2.84K
4.97K $652K
VNQ
Vanguard Specialized Funds Van

ETFs
-203
- 8.27%
$88.47 - $93.24 $18K - $18.9K
2.25K $205K
HSY
Hershey CO

Consumer Defensive
-178
- 13.33%
$161.95 - $193.45 $28.8K - $34.4K
1.16K $216K
DGRO
Ishares Core Dividend Growth E

ETFs
-449
- 7.1%
$64.12 - $68.08 $28.8K - $30.6K
5.87K $399K
Jacobs Solutions Inc
-126
- 7.85%
N/A
1.48K $0
Blackrock Inc
-5
- 1.64%
N/A
300 $0
ATO
Atmos Energy Corp

Utilities
-57
- 3.99%
$151.51 - $170.75 $8.64K - $9.73K
1.37K $233K
Activity Summary
Buys All Purchases 160 New Holdings 47 Increased Positions 113 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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