Twin City Private Wealth, LLC Portfolio Holdings

Twin City Private Wealth, LLC

  • $114 Billion
  • Q1 2025

Twin City Private Wealth, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $114 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $4.55B, Philip Morris International Inc. with a value of $3.58B, Wells Fargo & Company with a value of $3.35B, Comcast Corp with a value of $3.06B, and Meta Platforms, Inc. with a value of $2.93B.

Examining the 13F form we can see an increase of $553M in the current position value, from $113B to 114B.

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 $114 Billion
Financial Services: $20 Billion
Technology: $14.8 Billion
Healthcare: $14.5 Billion
Communication Services: $13 Billion
Consumer Cyclical: $10.7 Billion
Consumer Defensive: $7.66 Billion
Utilities: $6.54 Billion
Energy: $6.51 Billion
Other: $16.1 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$888 Million 0.78% of portfolio
1,729
Q1 2025 Added 0.58%
$0
$873 Million 0.77% of portfolio
17,167
Q1 2025 Reduced 1.42%
$0
$805 Million 0.71% of portfolio
2,170
Q1 2025 Added 5.19%
$0
$711 Million 0.63% of portfolio
4,115
Q1 2025 Added 0.32%
$0
$360 Million 0.32% of portfolio
7,382
Q1 2025 Reduced 0.7%
$0
$342 Million 0.3% of portfolio
4,371
Q1 2025 Reduced 1.89%
$0
$315 Million 0.28% of portfolio
6,970
Q1 2025 Added 0.26%
$0
$292 Million 0.26% of portfolio
3,259
Q1 2025 Added 3.23%
$0
$265 Million 0.23% of portfolio
6,099
Q1 2025 Added 2.14%
$0
$244 Million 0.21% of portfolio
6,617
Q1 2025 New
$0
$230 Million 0.2% of portfolio
8,599
Q1 2025 Added 12.38%
$0
$186 Million 0.16% of portfolio
837
Q1 2025 Added 2.83%
$0
$173 Million 0.15% of portfolio
3,836
Q1 2025 Added 5.88%
$0
$166 Million 0.15% of portfolio
2,171
Q1 2025 Reduced 1.99%
$0
$168 Million 0.15% of portfolio
2,386
Q1 2025 Reduced 1.85%
$0
$118 Million 0.1% of portfolio
2,784
Q1 2025 Added 41.61%
$0
$52.8 Million 0.05% of portfolio
1,122
Q1 2025 Reduced 23.78%
$0
$1.17 Million 0.0% of portfolio
19
Q1 2025 New
$0
$490,000 0.0% of portfolio
2
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $114 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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