Twin City Private Wealth, LLC Reduced Holdings in Q2 2024

Twin City Private Wealth, LLC

  • $106 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.95K
- 66.79%
$165.0 - $216.67 $322K - $423K
970 $204M
BLK
Black Rock Inc.

Financial Services
-57
- 2.33%
$747.3 - $826.77 $42.6K - $47.1K
2.39K $1.88B
QCOM
Qualcomm Inc

Technology
-1.51K
- 30.93%
$157.63 - $227.09 $238K - $343K
3.37K $672M
VZ
Verizon Communications Inc

Communication Services
-1.07K
- 3.97%
$38.6 - $42.84 $41.2K - $45.7K
25.8K $1.06B
APD
Air Products & Chemicals, Inc.

Basic Materials
-690
- 8.26%
$227.76 - $285.31 $157K - $197K
7.66K $1.98B
LAMR
Lamar Advertising CO

Real Estate
-475
- 2.51%
$110.64 - $121.82 $52.6K - $57.9K
18.5K $2.21B
EIX
Edison International

Utilities
-746
- 2.7%
$66.81 - $76.85 $49.8K - $57.3K
26.9K $1.93B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-154
- 8.32%
$455.1 - $504.28 $70.1K - $77.7K
1.7K $852M
FIS
Fidelity National Information Services, Inc.

Technology
-634
- 4.8%
$67.2 - $78.36 $42.6K - $49.7K
12.6K $948M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-842
- 7.28%
$26.01 - $26.68 $21.9K - $22.5K
10.7K $281M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-630
- 12.16%
$41.64 - $42.32 $26.2K - $26.7K
4.55K $192M
FTCS
First Trust Capital Strength E

ETFs
-245
- 6.91%
$81.48 - $85.58 $20K - $21K
3.3K $277M
VTV
Vanguard Value ETF

ETFs
-121
- 2.81%
$154.57 - $163.65 $18.7K - $19.8K
4.19K $676M
FDL
First Tr Morningstar Dividend

ETFs
-559
- 7.93%
$36.38 - $39.01 $20.3K - $21.8K
6.49K $246M
VEA
Vanguard Ftse Developed Market

ETFs
-185
- 1.07%
$47.83 - $51.21 $8.85K - $9.47K
17.1K $846M
BNDX
Vanguard Total International B

ETFs
-198
- 3.27%
$48.24 - $49.07 $9.55K - $9.72K
5.86K $285M
VB
Vanguard Small Cap ETF

ETFs
-1
- 0.12%
$210.76 - $226.94 $211 - $227
841 $184M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-48
- 2.55%
$67.85 - $72.06 $3.26K - $3.46K
1.84K $129M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-94
- 2.58%
$75.81 - $76.76 $7.13K - $7.22K
3.55K $272M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-60
- 3.4%
$73.13 - $75.43 $4.39K - $4.53K
1.71K $128M
DUK
Duke Energy Corp

Utilities
-588
- 3.47%
$92.87 - $104.6 $54.6K - $61.5K
16.3K $1.64B
LYG
Lloyds Banking Group PLC

Financial Services
-18.4K
- 4.91%
$2.45 - $2.84 $45K - $52.2K
356K $972M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-226
- 3.26%
$40.83 - $44.89 $9.23K - $10.1K
6.71K $293M
PAGP
Plains Gp Holdings LP

Energy
-561
- 2.04%
$17.4 - $19.65 $9.76K - $11K
27K $508M
MO
Altria Group, Inc.

Consumer Defensive
-115
- 1.33%
$40.75 - $46.83 $4.69K - $5.39K
8.53K $397M
VUG
Vanguard Growth ETF

ETFs
-143
- 5.8%
$322.46 - $377.11 $46.1K - $53.9K
2.32K $869M
KO
Coca Cola CO

Consumer Defensive
-585
- 2.44%
$58.06 - $64.15 $34K - $37.5K
23.4K $1.5B
WMB
Williams Companies, Inc.

Energy
-2.35K
- 6.43%
$37.58 - $43.11 $88.2K - $101K
34.2K $1.45B
TXN
Texas Instruments Inc

Technology
-417
- 7.5%
$159.68 - $202.54 $66.6K - $84.5K
5.14K $1B
AMGN
Amgen Inc

Healthcare
-195
- 3.98%
$262.75 - $319.31 $51.2K - $62.3K
4.7K $1.47B
ADI
Analog Devices Inc

Technology
-38
- 1.11%
$183.36 - $240.16 $6.97K - $9.13K
3.38K $771M
GOOG
Alphabet Inc.

Communication Services
-341
- 6.1%
$151.94 - $186.86 $51.8K - $63.7K
5.25K $962M
GOOGL
Alphabet Inc.

Communication Services
-1.28K
- 10.29%
$150.53 - $185.41 $193K - $237K
11.2K $2.03B
PM
Philip Morris International Inc.

Consumer Defensive
-611
- 2.43%
$88.6 - $104.24 $54.1K - $63.7K
24.5K $2.52B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-4
- 0.04%
$127.7 - $179.69 $511 - $719
9.74K $1.7B
Activity Summary
Buys All Purchases 56 New Holdings 7 Increased Positions 49 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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