Twin City Private Wealth, LLC Reduced Holdings in Q2 2025

Twin City Private Wealth, LLC

  • $122 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
-6.14K
- 33.11%
$210.28 - $289.91 $1.29M - $1.78M
12.4K $3.59B
TFC
Truist Financial Corp

Financial Services
-10.2K
- 25.88%
$34.79 - $42.99 $356K - $440K
29.3K $1.26B
SBUX
Starbucks Corp

Consumer Cyclical
-1.67K
- 6.62%
$79.69 - $99.41 $133K - $166K
23.6K $2.16B
CHKP
Check Point Software Technologies LTD

Technology
-922
- 20.43%
$204.26 - $233.47 $188K - $215K
3.59K $795M
EIX
Edison International

Utilities
-1.02K
- 4.48%
$48.32 - $59.92 $49.1K - $60.9K
21.7K $1.12B
EBAY
Ebay Inc

Consumer Cyclical
-3.23K
- 30.93%
$59.52 - $79.36 $192K - $256K
7.21K $537M
MA
Mastercard Inc

Financial Services
-344
- 12.58%
$479.92 - $590.74 $165K - $203K
2.39K $1.34B
WEC
Wec Energy Group, Inc.

Utilities
-488
- 4.25%
$102.24 - $109.76 $49.9K - $53.6K
11K $1.15B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-3.82K
- 44.37%
$25.27 - $27.14 $96.4K - $104K
4.78K $130M
ABC
Amerisourcebergen Corp

Healthcare
-509
- 17.96%
N/A
2.33K $697M
VTV
Vanguard Value ETF

ETFs
-325
- 7.9%
$153.67 - $176.74 $49.9K - $57.4K
3.79K $673M
LAMR
Lamar Advertising CO

Real Estate
-1.33K
- 6.61%
$102.35 - $121.67 $136K - $161K
18.7K $2.27B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-57
- 2.39%
$66.5 - $71.25 $3.79K - $4.06K
2.33K $162M
VEA
Vanguard Ftse Developed Market

ETFs
-1.92K
- 11.2%
$45.65 - $57.01 $87.8K - $110K
15.2K $869M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-617
- 8.85%
$39.89 - $49.46 $24.6K - $30.5K
6.35K $314M
VB
Vanguard Small Cap ETF

ETFs
-61
- 7.29%
$193.73 - $237.37 $11.8K - $14.5K
776 $184M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-31
- 1.43%
$75.05 - $77.34 $2.33K - $2.4K
2.14K $165M
FTCS
First Trust Capital Strength E

ETFs
-10
- 0.31%
$81.6 - $92.39 $816 - $924
3.25K $295M
ADI
Analog Devices Inc

Technology
-516
- 13.6%
$164.6 - $238.02 $84.9K - $123K
3.28K $780M
BAC
Bank Of America Corp

Financial Services
-1.01K
- 8.93%
$34.39 - $47.46 $34.8K - $48.1K
10.3K $489M
AMT
American Tower Corp

Real Estate
-70
- 0.91%
$203.96 - $228.19 $14.3K - $16K
7.65K $1.7B
WFC
Wells Fargo & Company

Financial Services
-4.42K
- 9.47%
$60.98 - $80.12 $269K - $354K
42.2K $3.38B
Blackrock Inc
-201
- 8.31%
N/A
2.22K $2.33B
BK
Bank Of New York Mellon Corp

Financial Services
-43
- 0.53%
$73.31 - $91.62 $3.15K - $3.94K
8.11K $738M
VUG
Vanguard Growth ETF

ETFs
-156
- 7.19%
$329.49 - $438.4 $51.4K - $68.4K
2.01K $884M
TXN
Texas Instruments Inc

Technology
-61
- 1.1%
N/A
5.47K $1.14B
ORCL
Oracle Corp

Technology
-1.93K
- 26.4%
$122.82 - $218.63 $237K - $423K
5.39K $1.18B
DIS
Walt Disney CO

Communication Services
-625
- 5.54%
$81.72 - $124.01 $51.1K - $77.5K
10.7K $1.32B
GOOGL
Alphabet Inc.

Communication Services
-318
- 2.56%
$144.7 - $178.6 $46K - $56.8K
12.1K $2.13B
META
Meta Platforms, Inc.

Communication Services
-816
- 16.04%
$484.66 - $738.09 $395K - $602K
4.27K $3.15B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.39K
- 14.65%
$141.37 - $228.57 $196K - $317K
8.09K $1.84B
AMZN
Amazon Com Inc

Consumer Cyclical
-109
- 0.99%
$167.32 - $223.3 $18.2K - $24.3K
10.9K $2.39B
MSFT
Microsoft Corp

Technology
-641
- 8.86%
$354.56 - $497.45 $227K - $319K
6.59K $3.28B
Activity Summary
Buys All Purchases 68 New Holdings 11 Increased Positions 57 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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