Twin City Private Wealth, LLC Portfolio Holdings

Twin City Private Wealth, LLC

  • $128 Billion
  • Q3 2025

Twin City Private Wealth, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $4.24B, Philip Morris International Inc. with a value of $3.88B, Microsoft Corp with a value of $3.74B, Wells Fargo & Company with a value of $3.66B, and Meta Platforms, Inc. with a value of $3.38B.

Examining the 13F form we can see an increase of $5.72B in the current position value, from $122B to 128B.

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 $128 Billion
Financial Services: $21.3 Billion
Technology: $17.5 Billion
Healthcare: $15.5 Billion
Communication Services: $14.9 Billion
Consumer Cyclical: $12.3 Billion
Consumer Defensive: $9.26 Billion
Utilities: $7.32 Billion
ETFs: $7.29 Billion
Other: $18.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$881B
$4.24 Billion 3.31% of portfolio
13,455
Q3 2025 Added 8.54%
$237B
$3.88 Billion 3.03% of portfolio
23,903
Q3 2025 Added 2.57%
$3.78T
$3.74 Billion 2.92% of portfolio
7,222
Q3 2025 Added 9.56%
$317B
$3.66 Billion 2.85% of portfolio
43,627
Q3 2025 Added 3.32%
$1.37T
$3.38 Billion 2.64% of portfolio
4,608
Q3 2025 Added 7.89%
$2.39T
$3.1 Billion 2.42% of portfolio
14,106
Q3 2025 Added 29.75%
$96.7B
$3.05 Billion 2.38% of portfolio
60,369
Q3 2025 Reduced 0.74%
$167B
$3.02 Billion 2.36% of portfolio
31,681
Q3 2025 Added 2.09%
$191B
$3 Billion 2.34% of portfolio
555
Q3 2025 Added 2.59%
$54.5B
$2.92 Billion 2.28% of portfolio
15,624
Q3 2025 Added 15.04%
$19.3B
$2.76 Billion 2.16% of portfolio
29,637
Q3 2025 Reduced 10.82%
$128B
$2.75 Billion 2.15% of portfolio
28,707
Q3 2025 Added 0.03%
$120B
$2.72 Billion 2.13% of portfolio
86,696
Q3 2025 Added 1.72%
$14.7B
$2.48 Billion 1.93% of portfolio
30,139
Q3 2025 Added 3.66%
$490B
$2.4 Billion 1.87% of portfolio
21,278
Q3 2025 Reduced 0.36%
$57.5B
$2.28 Billion 1.78% of portfolio
8,354
Q3 2025 Added 0.95%
$11.3B
$2.28 Billion 1.78% of portfolio
18,637
Q3 2025 Reduced 0.52%
$97.3B
$2.24 Billion 1.75% of portfolio
26,463
Q3 2025 Added 12.22%
$662B
$2.19 Billion 1.71% of portfolio
4,347
Q3 2025 Reduced 13.78%
$533B
$2.02 Billion 1.57% of portfolio
5,903
Q3 2025 Added 2.57%
Blackrock Inc
-
$1.99 Billion 1.55% of portfolio
-
Q3 2025 Reduced 23.12%
$41B
$1.94 Billion 1.51% of portfolio
10,188
Q3 2025 Added 13.88%
$1.46T
$1.94 Billion 1.51% of portfolio
6,914
Q3 2025 Reduced 14.57%
Gsk PLC
-
$1.92 Billion 1.5% of portfolio
-
Q3 2025 Added 3.08%
$197B
$1.86 Billion 1.46% of portfolio
9,107
Q3 2025 Added 4.55%
$81.3B
$1.77 Billion 1.38% of portfolio
388,793
Q3 2025 Added 0.7%
$1.74T
$1.59 Billion 1.24% of portfolio
6,514
Q3 2025 Added 0.26%
$18B
$1.58 Billion 1.23% of portfolio
11,275
Q3 2025 Reduced 16.35%
$306B
$1.55 Billion 1.21% of portfolio
23,258
Q3 2025 Added 0.88%
$96.4B
$1.53 Billion 1.2% of portfolio
12,403
Q3 2025 Reduced 10.29%
$59.5B
$1.54 Billion 1.2% of portfolio
33,755
Q3 2025 Added 15.26%
$84B
$1.5 Billion 1.17% of portfolio
7,741
Q3 2025 Added 1.16%
$78.2B
$1.45 Billion 1.13% of portfolio
4,478
Q3 2025 Reduced 8.72%
$39.1B
$1.41 Billion 1.1% of portfolio
21,311
Q3 2025 Added 57.52%
$512B
$1.4 Billion 1.09% of portfolio
2,458
Q3 2025 Added 2.8%
$12.5B
$1.36 Billion 1.07% of portfolio
4,739
Q3 2025 Added 1.46%
$193B
$1.33 Billion 1.04% of portfolio
11,621
Q3 2025 Added 8.96%
$35B
$1.28 Billion 1.0% of portfolio
11,191
Q3 2025 Added 1.76%
$37.9B
$1.22 Billion 0.95% of portfolio
14,851
Q3 2025 Added 1.58%
$183B
$1.21 Billion 0.94% of portfolio
4,283
Q3 2025 Added 2.27%
$141B
$1.17 Billion 0.91% of portfolio
45,761
Q3 2025 Added 2.81%
$10.2B
$1.15 Billion 0.9% of portfolio
59,945
Q3 2025 New
$172B
$1.14 Billion 0.89% of portfolio
25,901
Q3 2025 Added 0.97%
$5.44B
$1.12 Billion 0.87% of portfolio
24,898
Q3 2025 Added 18.23%
$0
$1.09 Billion 0.85% of portfolio
2,262
Q3 2025 Added 12.31%
$94.5B
$1.06 Billion 0.82% of portfolio
3,098
Q3 2025 Added 2.04%
$0
$1.01 Billion 0.79% of portfolio
16,884
Q3 2025 Added 10.76%
$0
$987 Million 0.77% of portfolio
1,608
Q3 2025 Reduced 8.32%
$283B
$941 Million 0.73% of portfolio
7,336
Q3 2025 Reduced 0.62%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $128 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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