Twin City Private Wealth, LLC Purchases in Q1 2025

Twin City Private Wealth, LLC

  • $114 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMAT
Applied Materials Inc

Technology
2.69K
+ 95.15%
$145.06 - $195.51 $390K - $525K
5.51K $800M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
6.62K
New
$36.63 - $37.45 $242K - $248K
6.62K $244M
COP
Conocophillips

Energy
1.67K
+ 21.99%
$88.6 - $105.85 $148K - $177K
9.26K $973M
GD
General Dynamics Corp

Industrials
459
+ 18.66%
$241.94 - $272.58 $111K - $125K
2.92K $796M
LAMR
Lamar Advertising CO

Real Estate
2.43K
+ 13.78%
$110.65 - $132.9 $269K - $323K
20.1K $2.28B
ENB
Enbridge Inc

Energy
581
+ 1.02%
$41.54 - $45.45 $24.1K - $26.4K
57.6K $2.55B
OMC
Omnicom Group Inc.

Communication Services
2.24K
+ 11.48%
$79.43 - $88.34 $178K - $198K
21.8K $1.82B
MO
Altria Group, Inc.

Consumer Defensive
7
+ 0.09%
$50.81 - $60.02 $356 - $420
7.78K $475M
APD
Air Products & Chemicals, Inc.

Basic Materials
49
+ 0.62%
$283.24 - $338.07 $13.9K - $16.6K
7.99K $2.36B
EIX
Edison International

Utilities
6.53K
+ 40.38%
$50.06 - $80.01 $327K - $523K
22.7K $1.34B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
818
+ 41.61%
$42.38 - $43.28 $34.7K - $35.4K
2.78K $118M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
947
+ 12.38%
$26.64 - $27.14 $25.2K - $25.7K
8.6K $230M
FDL
First Tr Morningstar Dividend

ETFs
128
+ 2.14%
$39.69 - $43.83 $5.08K - $5.61K
6.1K $265M
TXN
Texas Instruments Inc

Technology
356
+ 6.88%
N/A
5.53K $994M
Blackrock Inc
208
+ 9.4%
N/A
2.42K $2.29B
CMCSA
Comcast Corp

Communication Services
1.92K
+ 2.37%
$33.19 - $38.23 $63.7K - $73.3K
82.9K $3.06B
PFE
Pfizer Inc

Healthcare
2.61K
+ 6.5%
$25.01 - $27.13 $65.2K - $70.8K
42.7K $1.08B
VTV
Vanguard Value ETF

ETFs
13
+ 0.32%
$167.73 - $179.21 $2.18K - $2.33K
4.12K $711M
FTCS
First Trust Capital Strength E

ETFs
102
+ 3.23%
$86.39 - $91.35 $8.81K - $9.32K
3.26K $292M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
213
+ 5.88%
$43.76 - $45.31 $9.32K - $9.65K
3.84K $173M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
18
+ 0.26%
$42.5 - $46.71 $765 - $841
6.97K $315M
FIS
Fidelity National Information Services, Inc.

Technology
1.03K
+ 8.46%
$68.12 - $83.42 $70K - $85.7K
13.2K $983M
DGRO
Ishares Core Dividend Growth E

ETFs
19
New
$60.46 - $64.42 $1.15K - $1.22K
19 $1.17M
VOT
Vanguard Mid Cap Growth Index

ETFs
2
New
$237.72 - $276.98 $475 - $554
2 $490K
VB
Vanguard Small Cap ETF

ETFs
23
+ 2.83%
$217.89 - $252.64 $5.01K - $5.81K
837 $186M
DIS
Walt Disney CO

Communication Services
1.14K
+ 11.2%
$96.87 - $114.0 $110K - $130K
11.3K $1.11B
NVDA
Nvidia Corp

Technology
650
+ 18.25%
$106.98 - $149.43 $69.5K - $97.1K
4.21K $457M
UPS
United Parcel Service Inc

Industrials
1.16K
+ 12.46%
$109.66 - $136.26 $127K - $158K
10.5K $1.15B
ADBE
Adobe Inc.

Technology
245
+ 12.77%
$377.84 - $464.11 $92.6K - $114K
2.16K $830M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10
+ 0.58%
$507.05 - $563.67 $5.07K - $5.64K
1.73K $888M
AAPL
Apple Inc.

Technology
75
+ 3.8%
$209.68 - $247.1 $15.7K - $18.5K
2.05K $455M
VUG
Vanguard Growth ETF

ETFs
107
+ 5.19%
$369.1 - $427.61 $39.5K - $45.8K
2.17K $805M
ADSK
Autodesk, Inc.

Technology
26
+ 0.94%
N/A
2.8K $732M
MSFT
Microsoft Corp

Technology
578
+ 8.69%
$375.39 - $447.2 $217K - $258K
7.23K $2.72B
GOOG
Alphabet Inc.

Communication Services
518
+ 8.79%
$156.06 - $207.71 $80.8K - $108K
6.41K $1B
CRM
Salesforce, Inc.

Technology
356
+ 10.72%
$268.36 - $359.95 $95.5K - $128K
3.68K $987M
DEO
Diageo PLC

Consumer Defensive
353
+ 4.28%
$104.79 - $126.12 $37K - $44.5K
8.6K $915M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
555
+ 6.22%
$165.25 - $224.62 $91.7K - $125K
9.48K $1.58B
AMZN
Amazon Com Inc

Consumer Cyclical
350
+ 3.29%
$190.26 - $242.06 $66.6K - $84.7K
11K $2.09B
GOOGL
Alphabet Inc.

Communication Services
686
+ 5.85%
$154.33 - $206.19 $106K - $141K
12.4K $1.92B
Activity Summary
Buys All Purchases 41 New Holdings 3 Increased Positions 38 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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