Twin City Private Wealth, LLC Reduced Holdings in Q3 2025

Twin City Private Wealth, LLC

  • $128 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
-428
- 8.72%
$274.66 - $395.76 $118K - $169K
4.48K $1.45B
Blackrock Inc
-513
- 23.12%
N/A
1.71K $1.99B
ORCL
Oracle Corp

Technology
-2.39K
- 44.27%
$218.96 - $328.33 $522K - $783K
3K $845M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-695
- 13.78%
$459.11 - $506.91 $319K - $352K
4.35K $2.19B
UPS
United Parcel Service Inc

Industrials
-784
- 7.23%
$82.58 - $105.54 $64.7K - $82.7K
10.1K $840M
TXN
Texas Instruments Inc

Technology
-653
- 11.93%
N/A
4.82K $885M
EIX
Edison International

Utilities
-5.72K
- 26.36%
$50.42 - $56.35 $288K - $322K
16K $883M
ES
Eversource Energy

Utilities
-4.41K
- 26.81%
$62.86 - $71.14 $277K - $314K
12K $856M
EBAY
Ebay Inc

Consumer Cyclical
-2.71K
- 37.6%
$75.33 - $100.77 $204K - $273K
4.5K $409M
SNY
Sanofi

Healthcare
-1.97K
- 14.24%
$45.07 - $51.35 $88.8K - $101K
11.9K $560M
DUK
Duke Energy Corp

Utilities
-1.42K
- 10.29%
$116.31 - $125.93 $165K - $179K
12.4K $1.53B
GPC
Genuine Parts CO

Consumer Cyclical
-2.2K
- 16.35%
$122.23 - $142.77 $269K - $315K
11.3K $1.58B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-1.11K
- 13.6%
$44.82 - $46.28 $49.7K - $51.3K
7.04K $324M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-1.17K
- 13.8%
$37.14 - $37.85 $43.5K - $44.3K
7.31K $276M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-415
- 12.5%
$52.39 - $53.11 $21.7K - $22K
2.91K $154M
TFLO
Ishares Treasury Floating Rate

ETFs
-325
- 11.98%
$50.45 - $50.65 $16.4K - $16.5K
2.39K $121M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-371
- 13.32%
$42.75 - $43.37 $15.9K - $16.1K
2.41K $105M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-299
- 13.84%
$50.73 - $52.47 $15.2K - $15.7K
1.86K $97.2M
FTCS
First Trust Capital Strength E

ETFs
-228
- 7.02%
$89.72 - $93.74 $20.5K - $21.4K
3.02K $283M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-146
- 8.32%
$567.77 - $614.76 $82.9K - $89.8K
1.61K $987M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-160
- 13.69%
$47.03 - $47.97 $7.52K - $7.68K
1.01K $48.3M
ADSK
Autodesk, Inc.

Technology
-85
- 2.91%
N/A
2.83K $900M
ETR
Entergy Corp

Utilities
-3.6K
- 10.82%
$80.93 - $93.55 $291K - $336K
29.6K $2.76B
UNH
Unitedhealth Group Inc

Healthcare
-116
- 9.11%
$237.77 - $353.61 $27.6K - $41K
1.16K $400M
COP
Conocophillips

Energy
-446
- 4.54%
$91.0 - $98.99 $40.6K - $44.1K
9.38K $887M
LAMR
Lamar Advertising CO

Real Estate
-98
- 0.52%
$114.98 - $128.82 $11.3K - $12.6K
18.6K $2.28B
PEP
Pepsico Inc

Consumer Defensive
-55
- 2.54%
$133.81 - $152.16 $7.36K - $8.37K
2.11K $297M
MCK
Mckesson Corp

Healthcare
-17
- 1.58%
$659.01 - $772.54 $11.2K - $13.1K
1.06K $819M
NVS
Novartis Ag

Healthcare
-46
- 0.62%
$113.5 - $129.73 $5.22K - $5.97K
7.34K $941M
AAPL
Apple Inc.

Technology
-1
- 0.05%
$202.38 - $256.87 $202 - $257
1.88K $480M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.18K
- 14.57%
$224.68 - $282.71 $265K - $333K
6.91K $1.94B
XOM
Exxon Mobil Corp

Energy
-77
- 0.36%
$105.83 - $117.22 $8.15K - $9.03K
21.3K $2.4B
GOOGL
Alphabet Inc.

Communication Services
-2.73K
- 22.61%
$174.36 - $254.72 $477K - $696K
9.36K $2.27B
ENB
Enbridge Inc

Energy
-448
- 0.74%
$43.79 - $50.46 $19.6K - $22.6K
60.4K $3.05B
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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