Twin City Private Wealth, LLC Portfolio Holdings

Twin City Private Wealth, LLC

  • $115 Billion
  • Q3 2024

Twin City Private Wealth, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $115 Billion distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $3.98B, Meta Platforms, Inc. with a value of $3.11B, Comcast Corp with a value of $2.96B, Wells Fargo & Company with a value of $2.93B, and Microsoft Corp with a value of $2.87B.

Examining the 13F form we can see an increase of $9.55B in the current position value, from $106B to 115B.

Twin City Private Wealth, LLC is based out at Winston Salem, NC

Below you can find more details about Twin City Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $115 Billion
Financial Services: $20.6 Billion
Technology: $15.1 Billion
Healthcare: $13.4 Billion
Communication Services: $13.2 Billion
Consumer Cyclical: $11.4 Billion
ETFs: $7.95 Billion
Energy: $7.64 Billion
Consumer Defensive: $7.09 Billion
Other: $17.5 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $115 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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