Twin City Private Wealth, LLC Sells in Q1 2025

Twin City Private Wealth, LLC

  • $114 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-3.2K
- 30.43%
$139.81 - $186.47 $448K - $597K
7.32K $1.02B
META
Meta Platforms, Inc.

Communication Services
-602
- 10.58%
$576.36 - $736.67 $347K - $443K
5.09K $2.93B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-27
- 4.86%
$4295.4 - $5141.88 $116K - $139K
529 $2.44B
IQV
Iqvia Holdings Inc.

Healthcare
-162
- 2.26%
$176.3 - $209.96 $28.6K - $34K
7K $1.23B
KMX
Carmax Inc

Consumer Cyclical
-490
- 2.31%
$69.25 - $89.19 $33.9K - $43.7K
20.7K $1.61B
SCHW
Schwab Charles Corp

Financial Services
-3.21K
- 9.85%
$71.24 - $83.64 $229K - $268K
29.4K $2.3B
ADI
Analog Devices Inc

Technology
-119
- 3.04%
$201.56 - $243.82 $24K - $29K
3.79K $765M
MA
Mastercard Inc

Financial Services
-233
- 7.85%
$504.67 - $576.31 $118K - $134K
2.74K $1.5B
QCOM
Qualcomm Inc

Technology
-392
- 7.99%
$151.94 - $175.86 $59.6K - $68.9K
4.52K $694M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-955
- 16.64%
$442.66 - $534.52 $423K - $510K
4.79K $2.55B
BAC
Bank Of America Corp

Financial Services
-295
- 2.53%
$39.61 - $47.74 $11.7K - $14.1K
11.3K $473M
TFLO
Ishares Treasury Floating Rate

ETFs
-563
- 23.61%
$50.48 - $50.68 $28.4K - $28.5K
1.82K $92.3M
UNH
Unitedhealth Group Inc

Healthcare
-91
- 7.04%
$461.52 - $548.18 $42K - $49.9K
1.2K $630M
PEP
Pepsico Inc

Consumer Defensive
-76
- 3.62%
$142.64 - $156.42 $10.8K - $11.9K
2.03K $304M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-350
- 23.78%
$46.82 - $47.8 $16.4K - $16.7K
1.12K $52.8M
SBUX
Starbucks Corp

Consumer Cyclical
-1.96K
- 7.21%
$91.75 - $115.81 $180K - $227K
25.3K $2.48B
BNDX
Vanguard Total International B

ETFs
-52
- 0.7%
$48.33 - $49.5 $2.51K - $2.57K
7.38K $360M
ABC
Amerisourcebergen Corp

Healthcare
-685
- 19.47%
N/A
2.83K $788M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-84
- 1.89%
$76.94 - $78.28 $6.46K - $6.58K
4.37K $342M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-44
- 1.99%
$73.78 - $76.59 $3.25K - $3.37K
2.17K $166M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-45
- 1.85%
$66.9 - $71.57 $3.01K - $3.22K
2.39K $168M
ECL
Ecolab Inc.

Basic Materials
-110
- 6.69%
$229.72 - $269.82 $25.3K - $29.7K
1.53K $390M
FISV
Fiserv Inc

Technology
-219
- 6.29%
N/A
3.27K $721M
VEEV
Veeva Systems Inc

Healthcare
-131
- 6.43%
$210.58 - $246.8 $27.6K - $32.3K
1.91K $441M
UL
Unilever PLC

Consumer Defensive
-428
- 2.71%
$54.72 - $60.29 $23.4K - $25.8K
15.4K $916M
BDX
Becton Dickinson & CO

Healthcare
-23
- 0.2%
$222.79 - $249.08 $5.12K - $5.73K
11.5K $2.63B
V
Visa Inc.

Financial Services
-521
- 8.65%
$306.92 - $362.71 $160K - $189K
5.5K $1.93B
GPC
Genuine Parts CO

Consumer Cyclical
-5
- 0.04%
$115.91 - $129.02 $580 - $645
11.3K $1.36B
RTX
Raytheon Technologies Corp

Industrials
-55
- 2.69%
$114.1 - $135.66 $6.28K - $7.46K
1.99K $263M
VEA
Vanguard Ftse Developed Market

ETFs
-248
- 1.42%
$47.4 - $52.99 $11.8K - $13.1K
17.2K $873M
PAGP
Plains Gp Holdings LP

Energy
-1.95K
- 7.13%
$18.52 - $22.13 $36.2K - $43.2K
25.4K $543M
BK
Bank Of New York Mellon Corp

Financial Services
-210
- 2.51%
$75.42 - $88.95 $15.8K - $18.7K
8.15K $683M
WFC
Wells Fargo & Company

Financial Services
-422
- 0.9%
$66.78 - $81.42 $28.2K - $34.4K
46.6K $3.35B
JPM
Jpmorgan Chase & CO

Financial Services
-237
- 1.26%
$225.19 - $279.95 $53.4K - $66.3K
18.5K $4.55B
EBAY
Ebay Inc

Consumer Cyclical
-216
- 2.03%
$61.61 - $70.93 $13.3K - $15.3K
10.4K $707M
LYG
Lloyds Banking Group PLC

Financial Services
-88.5K
- 24.83%
$2.58 - $3.9 $228K - $345K
268K $1.02B
Gsk PLC
-4.28K
- 9.35%
N/A
41.5K $1.63B
SNY
Sanofi

Healthcare
-359
- 3.03%
$48.15 - $59.42 $17.3K - $21.3K
11.5K $636M
HII
Huntington Ingalls Industries, Inc.

Industrials
-4
- 0.09%
$159.75 - $208.61 $639 - $834
4.57K $932M
XOM
Exxon Mobil Corp

Energy
-1.53K
- 6.94%
$105.44 - $118.93 $161K - $182K
20.5K $2.44B
MCK
Mckesson Corp

Healthcare
-56
- 5.08%
$566.21 - $672.99 $31.7K - $37.7K
1.05K $705M
NVS
Novartis Ag

Healthcare
-483
- 6.37%
$97.14 - $115.57 $46.9K - $55.8K
7.1K $820M
DUK
Duke Energy Corp

Utilities
-875
- 6.57%
$105.87 - $121.97 $92.6K - $107K
12.5K $1.52B
VZ
Verizon Communications Inc

Communication Services
-861
- 3.35%
$37.81 - $46.49 $32.6K - $40K
24.8K $1.13B
KO
Coca Cola CO

Consumer Defensive
-1.49K
- 6.85%
$60.81 - $72.32 $90.8K - $108K
20.3K $1.47B
AMGN
Amgen Inc

Healthcare
-356
- 7.87%
$258.59 - $327.36 $92.1K - $117K
4.17K $1.3B
WEC
Wec Energy Group, Inc.

Utilities
-226
- 1.93%
$92.12 - $108.98 $20.8K - $24.6K
11.5K $1.25B
AMT
American Tower Corp

Real Estate
-293
- 3.66%
$173.46 - $217.6 $50.8K - $63.8K
7.72K $1.68B
ELV
Elevance Health, Inc.

Healthcare
-163
- 3.94%
$365.9 - $436.25 $59.6K - $71.1K
3.98K $1.73B
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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