Texas Capital Bank Wealth Management Services Inc Portfolio Holdings

Texas Capital Bank Wealth Management Services Inc

  • $969 Million
  • Q4 2024

Texas Capital Bank Wealth Management Services Inc has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $969 Million distributed in 163 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 $344M, Nvidia Corp with a value of $70.7M, Ishares Tr with a value of $52.7M, Ishares Russell Mid Cap ETF with a value of $31.4M, and Apple Inc. with a value of $29.9M.

Examining the 13F form we can see an decrease of $51.1M in the current position value, from $1.02B to 969M.

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

Portfolio value $969 Million
ETFs: $581 Million
Technology: $151 Million
Financial Services: $62.1 Million
Healthcare: $37.4 Million
Consumer Cyclical: $35.8 Million
Industrials: $34 Million
Energy: $18.9 Million
Consumer Defensive: $14.6 Million
Other: $33.7 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$555M
$624,000 0.06% of portfolio
43,129
Q4 2024 New
$779M
$135,000 0.01% of portfolio
11,178
Q4 2024 Reduced 26.35%
$722M
$87,000 0.01% of portfolio
14,675
Q2 2022 Reduced 1.75%

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $969 Million
  • Prior Value $1.02 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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