Texas Capital Bank Wealth Management Services Inc has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.02 Billion distributed in 208 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $343M, Nvidia Corp with a value of $63.9M, Ishares Tr with a value of $60.9M, Ishares Russell Mid Cap ETF with a value of $34.1M, and Apple Inc. with a value of $27.9M.

Examining the 13F form we can see an increase of $59.5M in the current position value, from $960M to 1.02B.

Below you can find more details about Texas Capital Bank Wealth Management Services Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.02 Billion
ETFs: $617 Million
Technology: $158 Million
Financial Services: $55.5 Million
Healthcare: $46.6 Million
Consumer Cyclical: $45.9 Million
Industrials: $28.9 Million
Energy: $17.7 Million
Consumer Defensive: $14.4 Million
Other: $35.6 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 208
  • Current Value $1.02 Billion
  • Prior Value $960 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 36 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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