Twin City Private Wealth, LLC Purchases in Q3 2024

Twin City Private Wealth, LLC

  • $115 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
792
+ 3.17%
$72.51 - $98.6 $57.4K - $78.1K
25.8K $2.51B
ORCL
Oracle Corp

Technology
482
+ 4.65%
$125.9 - $170.35 $60.7K - $82.1K
10.8K $1.85B
APD
Air Products & Chemicals, Inc.

Basic Materials
228
+ 2.98%
$247.34 - $300.11 $56.4K - $68.4K
7.89K $2.35B
WEC
Wec Energy Group, Inc.

Utilities
1.54K
+ 16.01%
$77.68 - $96.19 $120K - $148K
11.2K $1.07B
GOOG
Alphabet Inc.

Communication Services
2.3K
+ 43.9%
$149.54 - $192.66 $344K - $444K
7.55K $1.26B
CRM
Salesforce, Inc.

Technology
874
+ 37.19%
$238.42 - $276.53 $208K - $242K
3.22K $884M
RTX
Raytheon Technologies Corp

Industrials
1.95K
New
$99.55 - $123.34 $194K - $241K
1.95K $236M
LMT
Lockheed Martin Corp

Industrials
400
New
$460.3 - $584.56 $184K - $234K
400 $234M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.47K
New
$44.9 - $47.55 $200K - $212K
4.47K $211M
IQV
Iqvia Holdings Inc.

Healthcare
129
+ 1.84%
$206.81 - $251.55 $26.7K - $32.4K
7.15K $1.69B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.8K
New
$51.02 - $52.74 $194K - $201K
3.8K $200M
MA
Mastercard Inc

Financial Services
36
+ 1.27%
$429.6 - $500.99 $15.5K - $18K
2.87K $1.41B
BNDX
Vanguard Total International B

ETFs
2.99K
+ 51.02%
$48.42 - $50.35 $145K - $151K
8.85K $445M
CHKP
Check Point Software Technologies LTD

Technology
19
+ 0.34%
$165.0 - $195.47 $3.14K - $3.71K
5.59K $1.08B
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.17%
$3305.62 - $4268.05 $3.31K - $4.27K
602 $2.54B
VEA
Vanguard Ftse Developed Market

ETFs
1.83K
+ 10.71%
$47.6 - $53.31 $87.3K - $97.8K
19K $1B
QCOM
Qualcomm Inc

Technology
1.47K
+ 43.59%
$156.12 - $209.64 $229K - $308K
4.84K $823M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.82K
+ 106.8%
$74.26 - $78.84 $135K - $144K
3.53K $276M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.78K
+ 50.2%
$76.38 - $78.87 $136K - $141K
5.33K $420M
DEO
Diageo PLC

Consumer Defensive
74
+ 0.93%
$120.02 - $140.77 $8.88K - $10.4K
8K $1.14B
AMZN
Amazon Com Inc

Consumer Cyclical
1.15K
+ 10.04%
$161.02 - $200.0 $184K - $229K
12.6K $2.34B
VTV
Vanguard Value ETF

ETFs
413
+ 9.86%
$159.75 - $174.57 $66K - $72.1K
4.6K $803M
WMB
Williams Companies, Inc.

Energy
375
+ 1.1%
$41.24 - $46.22 $15.5K - $17.3K
34.6K $1.58B
UNH
Unitedhealth Group Inc

Healthcare
34
+ 2.76%
$488.01 - $604.18 $16.6K - $20.5K
1.27K $741M
FISV
Fiserv Inc

Technology
12
+ 0.35%
N/A
3.4K $611M
ADI
Analog Devices Inc

Technology
428
+ 12.67%
$200.56 - $243.33 $85.8K - $104K
3.81K $876M
V
Visa Inc.

Financial Services
74
+ 1.1%
$253.74 - $291.56 $18.8K - $21.6K
6.8K $1.87B
VZ
Verizon Communications Inc

Communication Services
119
+ 0.46%
$38.89 - $45.0 $4.63K - $5.36K
25.9K $1.16B
VUG
Vanguard Growth ETF

ETFs
197
+ 8.48%
$341.08 - $391.94 $67.2K - $77.2K
2.52K $967M
ADSK
Autodesk, Inc.

Technology
42
+ 1.6%
$245.83 - $245.83 $10.3K - $10.3K
2.67K $736M
ABC
Amerisourcebergen Corp

Healthcare
377
+ 11.15%
N/A
3.76K $846M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
914
+ 49.81%
$69.16 - $76.64 $63.2K - $70K
2.75K $207M
MSFT
Microsoft Corp

Technology
418
+ 6.69%
$395.15 - $467.56 $165K - $195K
6.67K $2.87B
TXN
Texas Instruments Inc

Technology
22
+ 0.43%
$194.6 - $194.6 $4.28K - $4.28K
5.16K $1.07B
AMGN
Amgen Inc

Healthcare
57
+ 1.21%
$309.38 - $337.38 $17.6K - $19.2K
4.76K $1.53B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
617
+ 9.2%
$41.9 - $48.26 $25.9K - $29.8K
7.32K $350M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12
+ 0.71%
$475.2 - $527.7 $5.7K - $6.33K
1.71K $904M
WFC
Wells Fargo & Company

Financial Services
3.34K
+ 6.88%
$51.58 - $60.97 $172K - $204K
51.9K $2.93B
VB
Vanguard Small Cap ETF

ETFs
131
+ 15.58%
$214.77 - $237.72 $28.1K - $31.1K
972 $231M
MBB
Ishares Tr

ETFs
488
New
$90.85 - $96.66 $44.3K - $47.2K
488 $46.8M
EMB
Ishares Tr

ETFs
496
New
$87.75 - $93.74 $43.5K - $46.5K
496 $46.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
234
+ 2.4%
$147.95 - $191.05 $34.6K - $44.7K
9.97K $1.74B
ADBE
Adobe Inc.

Technology
177
+ 12.33%
$508.13 - $586.55 $89.9K - $104K
1.61K $835M
GD
General Dynamics Corp

Industrials
9
+ 0.38%
$279.51 - $308.09 $2.52K - $2.77K
2.39K $722M
ECL
Ecolab Inc.

Basic Materials
13
+ 0.83%
$228.86 - $255.76 $2.98K - $3.32K
1.58K $405M
AAPL
Apple Inc.

Technology
34
+ 3.51%
$207.23 - $234.82 $7.05K - $7.98K
1K $234M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
418
New
$60.13 - $68.17 $25.1K - $28.5K
418 $28.3M
MCK
Mckesson Corp

Healthcare
239
+ 23.05%
$479.06 - $630.38 $114K - $151K
1.28K $632M
PEP
Pepsico Inc

Consumer Defensive
52
+ 2.59%
$161.9 - $179.3 $8.42K - $9.32K
2.06K $351M
Activity Summary
Buys All Purchases 66 New Holdings 12 Increased Positions 54 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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