Texas Capital Bank Wealth Management Services Inc Sells in Q1 2025

Texas Capital Bank Wealth Management Services Inc

  • $977 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-26.3K
- 4.11%
$507.05 - $563.67 $13.3M - $14.8M
612K $315M
IWR
Ishares Russell Mid Cap ETF

ETFs
-64.9K
- 18.3%
$82.81 - $92.93 $5.38M - $6.03M
290K $24.7M
AAPL
Apple Inc.

Technology
-2.15K
- 1.8%
$209.68 - $247.1 $451K - $532K
117K $26.1M
ORCL
Oracle Corp

Technology
-5.29K
- 7.83%
$139.81 - $186.47 $739K - $985K
62.2K $8.7M
MS
Morgan Stanley

Financial Services
-12.3K
- 14.67%
$111.68 - $141.08 $1.37M - $1.73M
71.4K $8.33M
CAT
Caterpillar Inc

Industrials
-3.46K
- 13.25%
$326.75 - $407.63 $1.13M - $1.41M
22.7K $7.48M
JPM
Jpmorgan Chase & CO

Financial Services
-8.56K
- 16.69%
$225.19 - $279.95 $1.93M - $2.4M
42.7K $10.5M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-16
- 0.04%
$307.43 - $357.48 $4.92K - $5.72K
36.4K $11.2M
TJX
Tjx Companies Inc

Consumer Cyclical
-10.8K
- 13.41%
$112.81 - $126.16 $1.22M - $1.36M
69.7K $8.49M
VV
Vanguard Large Cap ETF

ETFs
-1.19K
- 1.81%
$253.32 - $282.66 $301K - $336K
64.5K $16.6M
TGT
Target Corp

Consumer Defensive
-5.47K
- 72.69%
$103.65 - $142.5 $567K - $780K
2.06K $214K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.32K
- 44.53%
$222.15 - $428.22 $293K - $565K
1.64K $425K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-3.08K
- 4.9%
$96.85 - $111.39 $298K - $343K
59.7K $5.9M
HD
Home Depot, Inc.

Consumer Cyclical
-447
- 1.89%
$347.25 - $424.87 $155K - $190K
23.2K $8.49M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-12K
- 6.11%
$49.25 - $50.66 $589K - $606K
184K $9.12M
VO
Vanguard Mid Cap ETF

ETFs
-1.79K
- 5.93%
$251.87 - $277.95 $450K - $496K
28.3K $7.32M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-213
- 0.73%
$302.31 - $337.54 $64.4K - $71.9K
28.9K $8.88M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.56K
- 48.34%
$182.82 - $196.21 $468K - $502K
2.74K $514K
GOOGL
Alphabet Inc.

Communication Services
-123
- 1.12%
$154.33 - $206.19 $19K - $25.4K
10.8K $1.68M
META
Meta Platforms, Inc.

Communication Services
-248
- 1.79%
$576.36 - $736.67 $143K - $183K
13.6K $7.86M
KLAC
Kla Corp

Technology
-1.42K
- 10.87%
$636.62 - $777.63 $905K - $1.11M
11.7K $7.92M
IVW
Ishares S&P 500 Growth ETF

ETFs
-959
- 6.94%
$92.45 - $106.69 $88.7K - $102K
12.9K $1.19M
IWP
Ishares Russell Mid Cap Growth

ETFs
-300
- 9.48%
$114.9 - $139.6 $34.5K - $41.9K
2.87K $336K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-534
- 13.53%
$128.74 - $138.67 $68.7K - $74K
3.41K $462K
VGT
Vanguard Information Technolog

ETFs
-28
- 5.3%
$542.38 - $646.34 $15.2K - $18.1K
500 $271K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-53
- 6.26%
$360.07 - $417.26 $19.1K - $22.1K
793 $286K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-45
- 5.91%
$522.96 - $601.18 $23.5K - $27.1K
717 $382K
VUG
Vanguard Growth ETF

ETFs
-45
- 6.41%
$369.1 - $427.61 $16.6K - $19.2K
657 $243K
UNP
Union Pacific Corp

Industrials
-162
- 6.78%
$225.21 - $254.42 $36.5K - $41.2K
2.23K $526K
PLTR
Palantir Technologies Inc.

Technology
-1.67K
- 11.69%
$64.98 - $124.62 $109K - $208K
12.6K $1.07M
SNA
Snap On Inc

Industrials
-3
- 0.32%
$324.09 - $358.62 $972 - $1.08K
930 $313K
RSG
Republic Services, Inc.

Industrials
-311
- 16.93%
$200.09 - $242.16 $62.2K - $75.3K
1.53K $369K
PSA
Public Storage

Real Estate
-1
- 0.08%
$288.99 - $313.98 $289 - $314
1.32K $395K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-45
- 0.68%
$126.11 - $135.06 $5.67K - $6.08K
6.59K $850K
SO
Southern CO

Utilities
-19
- 0.73%
$80.96 - $92.96 $1.54K - $1.77K
2.57K $236K
MGV
Vanguard Mega Cap Value

ETFs
-589
- 1.03%
$123.61 - $133.01 $72.8K - $78.3K
56.8K $7.32M
SBUX
Starbucks Corp

Consumer Cyclical
-1.07K
- 2.7%
$91.75 - $115.81 $98K - $124K
38.4K $3.77M
MA
Mastercard Inc

Financial Services
-92
- 0.48%
$504.67 - $576.31 $46.4K - $53K
19K $10.4M
VEA
Vanguard Ftse Developed Market

ETFs
-3.81K
- 1.36%
$47.4 - $52.99 $180K - $202K
276K $14M
DE
Deere & CO

Industrials
-950
- 3.64%
$408.57 - $509.27 $388K - $484K
25.2K $11.8M
IEFA
Ishares Tr

ETFs
-27.3K
- 3.64%
$69.57 - $78.65 $1.9M - $2.15M
722K $54.6M
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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