Twin City Private Wealth, LLC Incresed Positions in Q2 2024

Twin City Private Wealth, LLC

  • $106 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
3.06K
+ 63.76%
$171.0 - $200.41 $523K - $613K
7.86K $1.54B
BKNG
Booking Holdings Inc.

Consumer Cyclical
51
+ 9.27%
$3414.82 - $4014.38 $174K - $205K
601 $2.38B
COP
Conocophillips

Energy
3.45K
+ 98.77%
$109.39 - $133.52 $377K - $460K
6.94K $793M
MSFT
Microsoft Corp

Technology
403
+ 6.89%
$389.33 - $452.85 $157K - $182K
6.25K $2.79B
SCHW
Schwab Charles Corp

Financial Services
3.85K
+ 14.38%
$70.03 - $78.9 $269K - $304K
30.6K $2.26B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
830
+ 16.31%
$396.73 - $420.24 $329K - $349K
5.92K $2.41B
KMX
Carmax Inc

Consumer Cyclical
6.45K
+ 42.48%
$67.21 - $85.94 $434K - $555K
21.6K $1.59B
ETR
Entergy Corp

Utilities
2.02K
+ 15.12%
$100.61 - $114.22 $204K - $231K
15.4K $1.65B
ELV
Elevance Health, Inc.

Healthcare
272
+ 8.78%
$497.49 - $547.8 $135K - $149K
3.37K $1.83B
AMZN
Amazon Com Inc

Consumer Cyclical
391
+ 3.55%
$173.67 - $197.85 $67.9K - $77.4K
11.4K $2.2B
ORCL
Oracle Corp

Technology
320
+ 3.19%
$113.75 - $144.64 $36.4K - $46.3K
10.4K $1.46B
DEO
Diageo PLC

Consumer Defensive
2.6K
+ 48.7%
$126.08 - $149.08 $327K - $387K
7.92K $999M
META
Meta Platforms, Inc.

Communication Services
170
+ 3.21%
$430.17 - $527.34 $73.1K - $89.6K
5.47K $2.76B
CRM
Salesforce, Inc.

Technology
945
+ 67.26%
$218.01 - $304.74 $206K - $288K
2.35K $604M
NVDA
Nvidia Corp

Technology
3.24K
+ 1108.9%
$118.11 - $1224.4 $382K - $3.96M
3.53K $436M
NVS
Novartis Ag

Healthcare
764
+ 11.0%
$92.57 - $107.37 $70.7K - $82K
7.71K $820M
WFC
Wells Fargo & Company

Financial Services
912
+ 1.91%
$56.41 - $62.34 $51.4K - $56.9K
48.6K $2.88B
MCK
Mckesson Corp

Healthcare
116
+ 12.6%
$518.81 - $607.81 $60.2K - $70.5K
1.04K $606M
XOM
Exxon Mobil Corp

Energy
1.15K
+ 5.43%
$108.36 - $122.2 $124K - $140K
22.3K $2.57B
GD
General Dynamics Corp

Industrials
259
+ 12.22%
$281.11 - $300.23 $72.8K - $77.8K
2.38K $690M
TFC
Truist Financial Corp

Financial Services
2.42K
+ 6.54%
$35.41 - $40.18 $85.8K - $97.4K
39.5K $1.53B
EBAY
Ebay Inc

Consumer Cyclical
1.31K
+ 13.29%
$49.38 - $54.55 $64.7K - $71.5K
11.2K $600M
SNY
Sanofi

Healthcare
1.58K
+ 14.88%
$45.39 - $50.36 $71.9K - $79.8K
12.2K $593M
UL
Unilever PLC

Consumer Defensive
345
+ 3.29%
$46.47 - $56.38 $16K - $19.5K
10.8K $595M
BK
Bank Of New York Mellon Corp

Financial Services
865
+ 11.29%
$54.0 - $60.74 $46.7K - $52.5K
8.53K $511M
CHKP
Check Point Software Technologies LTD

Technology
340
+ 6.49%
$146.79 - $165.0 $49.9K - $56.1K
5.58K $920M
V
Visa Inc.

Financial Services
603
+ 9.85%
$262.47 - $281.5 $158K - $170K
6.72K $1.76B
JPM
Jpmorgan Chase & CO

Financial Services
57
+ 0.3%
$180.08 - $204.79 $10.3K - $11.7K
19K $3.83B
UNH
Unitedhealth Group Inc

Healthcare
60
+ 5.11%
$439.2 - $524.63 $26.4K - $31.5K
1.23K $628M
BDX
Becton Dickinson & CO

Healthcare
295
+ 13.34%
$225.07 - $246.17 $66.4K - $72.6K
2.51K $586M
BAC
Bank Of America Corp

Financial Services
354
+ 3.34%
$34.68 - $40.02 $12.3K - $14.2K
10.9K $435M
ECL
Ecolab Inc.

Basic Materials
82
+ 5.51%
$218.16 - $244.64 $17.9K - $20.1K
1.57K $375M
ENB
Enbridge Inc

Energy
1.6K
+ 2.72%
$32.97 - $37.83 $52.9K - $60.7K
60.5K $2.15B
FISV
Fiserv Inc

Technology
288
+ 9.29%
N/A
3.39K $505M
ABC
Amerisourcebergen Corp

Healthcare
254
+ 8.12%
N/A
3.38K $762M
MA
Mastercard Inc

Financial Services
208
+ 7.94%
$441.1 - $479.43 $91.7K - $99.7K
2.83K $1.25B
ADSK
Autodesk, Inc.

Technology
48
+ 1.86%
$199.93 - $259.44 $9.6K - $12.5K
2.63K $650M
UPS
United Parcel Service Inc

Industrials
411
+ 4.06%
$134.2 - $152.27 $55.2K - $62.6K
10.5K $1.44B
VEEV
Veeva Systems Inc

Healthcare
125
+ 6.72%
$171.41 - $230.39 $21.4K - $28.8K
1.99K $363M
DIS
Walt Disney CO

Communication Services
1.02K
+ 13.89%
$99.29 - $122.82 $101K - $125K
8.35K $829M
CMCSA
Comcast Corp

Communication Services
5.47K
+ 7.82%
$36.9 - $42.28 $202K - $231K
75.4K $2.95B
CVS
Cvs Health Corp

Healthcare
606
+ 10.62%
$53.63 - $79.56 $32.5K - $48.2K
6.31K $373M
OMC
Omnicom Group Inc.

Communication Services
494
+ 2.65%
$88.41 - $97.66 $43.7K - $48.2K
19.1K $1.73B
GPC
Genuine Parts CO

Consumer Cyclical
548
+ 4.78%
$136.7 - $163.38 $74.9K - $89.5K
12K $1.67B
Gsk PLC
909
+ 2.26%
N/A
41.2K $1.6B
IQV
Iqvia Holdings Inc.

Healthcare
588
+ 9.14%
$211.18 - $248.87 $124K - $146K
7.02K $1.48B
MDT
Medtronic PLC

Healthcare
668
+ 2.49%
$78.71 - $87.02 $52.6K - $58.1K
27.5K $2.18B
SBUX
Starbucks Corp

Consumer Cyclical
1.3K
+ 5.48%
$72.5 - $91.53 $94.2K - $119K
25K $1.95B
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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