Twin City Private Wealth, LLC Incresed Positions in Q3 2025

Twin City Private Wealth, LLC

  • $128 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
3.23K
+ 29.75%
$211.65 - $238.24 $684K - $770K
14.1K $3.1B
JPM
Jpmorgan Chase & CO

Financial Services
1.06K
+ 8.54%
$282.78 - $316.06 $299K - $335K
13.5K $4.24B
BDX
Becton Dickinson & CO

Healthcare
2.04K
+ 15.04%
$172.41 - $199.66 $352K - $408K
15.6K $2.92B
IQV
Iqvia Holdings Inc.

Healthcare
1.24K
+ 13.88%
$157.68 - $200.82 $196K - $249K
10.2K $1.94B
MSFT
Microsoft Corp

Technology
630
+ 9.56%
$491.09 - $535.64 $309K - $337K
7.22K $3.74B
GOOG
Alphabet Inc.

Communication Services
17
+ 0.26%
$175.16 - $255.24 $2.98K - $4.34K
6.51K $1.59B
OMC
Omnicom Group Inc.

Communication Services
1.06K
+ 3.66%
$70.41 - $81.53 $74.8K - $86.7K
30.1K $2.48B
FIS
Fidelity National Information Services, Inc.

Technology
7.78K
+ 57.52%
$63.37 - $82.35 $493K - $641K
21.3K $1.41B
TFC
Truist Financial Corp

Financial Services
4.47K
+ 15.26%
$42.83 - $47.07 $191K - $210K
33.8K $1.54B
WFC
Wells Fargo & Company

Financial Services
1.4K
+ 3.32%
$77.05 - $85.16 $108K - $119K
43.6K $3.66B
Gsk PLC
1.32K
+ 3.08%
N/A
44.1K $1.92B
HII
Huntington Ingalls Industries, Inc.

Industrials
68
+ 1.46%
$246.31 - $287.91 $16.7K - $19.6K
4.74K $1.36B
MDT
Medtronic PLC

Healthcare
8
+ 0.03%
$87.67 - $95.74 $701 - $766
28.7K $2.75B
META
Meta Platforms, Inc.

Communication Services
337
+ 7.89%
$695.21 - $791.73 $234K - $267K
4.61K $3.38B
VUG
Vanguard Growth ETF

ETFs
248
+ 12.31%
$433.97 - $484.08 $108K - $120K
2.26K $1.09B
SCHW
Schwab Charles Corp

Financial Services
648
+ 2.09%
$91.03 - $98.69 $59K - $64K
31.7K $3.02B
BK
Bank Of New York Mellon Corp

Financial Services
253
+ 3.12%
$90.65 - $109.75 $22.9K - $27.8K
8.36K $911M
GD
General Dynamics Corp

Industrials
62
+ 2.04%
$293.92 - $341.0 $18.2K - $21.1K
3.1K $1.06B
VEA
Vanguard Ftse Developed Market

ETFs
1.64K
+ 10.76%
$56.02 - $60.3 $91.9K - $98.9K
16.9K $1.01B
WEC
Wec Energy Group, Inc.

Utilities
194
+ 1.76%
$103.66 - $114.59 $20.1K - $22.2K
11.2K $1.28B
NVDA
Nvidia Corp

Technology
65
+ 1.51%
$153.3 - $186.58 $9.96K - $12.1K
4.36K $814M
LYG
Lloyds Banking Group PLC

Financial Services
2.69K
+ 0.7%
$4.03 - $4.63 $10.9K - $12.5K
389K $1.77B
SYY
Sysco Corp

Consumer Defensive
231
+ 1.58%
$76.33 - $82.51 $17.6K - $19.1K
14.9K $1.22B
VTV
Vanguard Value ETF

ETFs
416
+ 10.98%
$175.51 - $186.57 $73K - $77.6K
4.21K $788M
PFE
Pfizer Inc

Healthcare
1.25K
+ 2.81%
$23.29 - $25.88 $29.2K - $32.4K
45.8K $1.17B
ADI
Analog Devices Inc

Technology
241
+ 7.35%
$220.68 - $255.63 $53.2K - $61.6K
3.52K $864M
SBUX
Starbucks Corp

Consumer Cyclical
2.88K
+ 12.22%
$81.9 - $96.86 $236K - $279K
26.5K $2.24B
BAC
Bank Of America Corp

Financial Services
566
+ 5.48%
$44.92 - $52.42 $25.4K - $29.7K
10.9K $562M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
761
+ 11.98%
$49.43 - $54.52 $37.6K - $41.5K
7.11K $385M
MA
Mastercard Inc

Financial Services
67
+ 2.8%
$550.18 - $598.96 $36.9K - $40.1K
2.46K $1.4B
RTX
Raytheon Technologies Corp

Industrials
40
+ 1.95%
$144.19 - $167.33 $5.77K - $6.69K
2.09K $350M
QCOM
Qualcomm Inc

Technology
85
+ 1.79%
$145.84 - $173.55 $12.4K - $14.8K
4.83K $803M
VEEV
Veeva Systems Inc

Healthcare
84
+ 4.39%
$269.2 - $297.91 $22.6K - $25K
2K $595M
AMGN
Amgen Inc

Healthcare
95
+ 2.27%
$271.18 - $309.22 $25.8K - $29.4K
4.28K $1.21B
VB
Vanguard Small Cap ETF

ETFs
97
+ 12.5%
$237.58 - $259.17 $23K - $25.1K
873 $223M
ABC
Amerisourcebergen Corp

Healthcare
26
+ 1.12%
N/A
2.35K $735M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
405
+ 9.25%
$78.11 - $79.07 $31.6K - $32K
4.78K $378M
VZ
Verizon Communications Inc

Communication Services
249
+ 0.97%
$40.84 - $45.06 $10.2K - $11.2K
25.9K $1.14B
ECL
Ecolab Inc.

Basic Materials
43
+ 2.66%
$259.39 - $285.47 $11.2K - $12.3K
1.66K $456M
BNDX
Vanguard Total International B

ETFs
359
+ 4.71%
$49.0 - $49.51 $17.6K - $17.8K
7.98K $395M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
162
+ 7.57%
$76.16 - $78.59 $12.3K - $12.7K
2.3K $180M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
152
+ 6.53%
$67.48 - $71.55 $10.3K - $10.9K
2.48K $176M
FDL
First Tr Morningstar Dividend

ETFs
49
+ 0.8%
$41.96 - $44.59 $2.06K - $2.18K
6.19K $268M
DIS
Walt Disney CO

Communication Services
956
+ 8.96%
$112.25 - $124.0 $107K - $119K
11.6K $1.33B
ABNB
Airbnb, Inc.

Consumer Cyclical
591
+ 8.98%
$118.3 - $142.16 $69.9K - $84K
7.17K $871M
GIS
General Mills Inc

Consumer Defensive
179
+ 1.8%
$48.44 - $53.83 $8.67K - $9.64K
10.1K $510M
PAGP
Plains Gp Holdings LP

Energy
516
+ 1.9%
$18.12 - $20.08 $9.35K - $10.4K
27.7K $506M
V
Visa Inc.

Financial Services
148
+ 2.57%
$332.09 - $358.86 $49.1K - $53.1K
5.9K $2.02B
CHKP
Check Point Software Technologies LTD

Technology
113
+ 3.15%
$180.73 - $231.23 $20.4K - $26.1K
3.71K $767M
Activity Summary
Buys All Purchases 65 New Holdings 4 Increased Positions 61 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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