Twin City Private Wealth, LLC Reduced Holdings in Q4 2024

Twin City Private Wealth, LLC

  • $113 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EIX
Edison International

Utilities
-7.42K
- 31.44%
$77.93 - $88.36 $578K - $656K
16.2K $1.29B
HII
Huntington Ingalls Industries, Inc.

Industrials
-496
- 9.79%
$184.96 - $264.65 $91.7K - $131K
4.57K $864M
AMGN
Amgen Inc

Healthcare
-234
- 4.92%
$258.78 - $328.31 $60.6K - $76.8K
4.52K $1.18B
GPC
Genuine Parts CO

Consumer Cyclical
-599
- 5.02%
$113.11 - $143.63 $67.8K - $86K
11.3K $1.33B
DUK
Duke Energy Corp

Utilities
-2.08K
- 13.5%
$105.76 - $120.76 $220K - $251K
13.3K $1.44B
KO
Coca Cola CO

Consumer Defensive
-1.08K
- 4.72%
$61.74 - $71.71 $66.7K - $77.4K
21.8K $1.36B
UPS
United Parcel Service Inc

Industrials
-1.25K
- 11.85%
$122.65 - $138.35 $153K - $173K
9.31K $1.17B
PFE
Pfizer Inc

Healthcare
-5.16K
- 11.39%
$24.8 - $30.19 $128K - $156K
40.1K $1.06B
TFLO
Ishares Treasury Floating Rate

ETFs
-4.37K
- 64.68%
$50.37 - $50.63 $220K - $221K
2.39K $120M
XOM
Exxon Mobil Corp

Energy
-8
- 0.04%
$105.51 - $125.37 $844 - $1K
22K $2.37B
GOOG
Alphabet Inc.

Communication Services
-1.65K
- 21.9%
$163.08 - $198.16 $270K - $328K
5.9K $1.12B
VZ
Verizon Communications Inc

Communication Services
-242
- 0.93%
$39.6 - $45.21 $9.58K - $10.9K
25.7K $1.03B
VUG
Vanguard Growth ETF

ETFs
-456
- 18.1%
$378.79 - $428.11 $173K - $195K
2.06K $847M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.31K
- 37.22%
$74.5 - $78.37 $97.8K - $103K
2.22K $165M
VTV
Vanguard Value ETF

ETFs
-499
- 10.85%
$168.32 - $181.87 $84K - $90.8K
4.1K $695M
ORCL
Oracle Corp

Technology
-325
- 3.0%
$165.41 - $192.43 $53.8K - $62.5K
10.5K $1.75B
BNDX
Vanguard Total International B

ETFs
-1.42K
- 16.0%
$48.91 - $50.61 $69.3K - $71.7K
7.43K $365M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-877
- 16.45%
$77.02 - $78.58 $67.5K - $68.9K
4.46K $344M
MSFT
Microsoft Corp

Technology
-11
- 0.17%
$406.35 - $454.46 $4.47K - $5K
6.66K $2.8B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-2.02K
- 20.92%
$26.55 - $27.32 $53.7K - $55.3K
7.65K $204M
FIS
Fidelity National Information Services, Inc.

Technology
-271
- 2.18%
$80.14 - $90.95 $21.7K - $24.6K
12.1K $980M
ABC
Amerisourcebergen Corp

Healthcare
-239
- 6.36%
N/A
3.52K $791M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-371
- 5.07%
$44.04 - $49.49 $16.3K - $18.4K
6.95K $306M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-318
- 11.57%
$68.25 - $75.42 $21.7K - $24K
2.43K $166M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-661
- 15.43%
$44.21 - $46.46 $29.2K - $30.7K
3.62K $161M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-626
- 16.46%
$51.54 - $52.55 $32.3K - $32.9K
3.18K $164M
VB
Vanguard Small Cap ETF

ETFs
-158
- 16.26%
$233.76 - $261.58 $36.9K - $41.3K
814 $196M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-413
- 21.91%
$46.68 - $47.95 $19.3K - $19.8K
1.47K $69.2M
MO
Altria Group, Inc.

Consumer Defensive
-591
- 7.06%
$49.06 - $57.74 $29K - $34.1K
7.78K $414M
FTCS
First Trust Capital Strength E

ETFs
-117
- 3.57%
$87.62 - $94.03 $10.3K - $11K
3.16K $277M
FDL
First Tr Morningstar Dividend

ETFs
-230
- 3.71%
$39.59 - $43.95 $9.11K - $10.1K
5.97K $240M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-397
- 16.8%
$42.33 - $43.3 $16.8K - $17.2K
1.97K $83.8M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-161
- 38.52%
$60.13 - $67.31 $9.68K - $10.8K
257 $15.6M
MBB
Ishares Tr

ETFs
-106
- 21.72%
$91.26 - $95.82 $9.67K - $10.2K
382 $35M
EMB
Ishares Tr

ETFs
-107
- 21.57%
$88.94 - $93.46 $9.52K - $10K
389 $34.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.92K
- 15.29%
$180.88 - $232.93 $347K - $447K
10.6K $2.33B
MCK
Mckesson Corp

Healthcare
-174
- 13.64%
$482.27 - $628.5 $83.9K - $109K
1.1K $629M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.04K
- 10.47%
$172.07 - $207.36 $180K - $216K
8.93K $1.77B
V
Visa Inc.

Financial Services
-773
- 11.37%
$273.87 - $320.91 $212K - $248K
6.02K $1.9B
KMX
Carmax Inc

Consumer Cyclical
-232
- 1.08%
$71.11 - $87.2 $16.5K - $20.2K
21.2K $1.73B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-46
- 7.64%
$4100.99 - $5300.34 $189K - $244K
556 $2.76B
SCHW
Schwab Charles Corp

Financial Services
-735
- 2.21%
$63.31 - $82.85 $46.5K - $60.9K
32.6K $2.41B
WFC
Wells Fargo & Company

Financial Services
-4.85K
- 9.34%
$54.98 - $77.35 $267K - $375K
47.1K $3.31B
JPM
Jpmorgan Chase & CO

Financial Services
-119
- 0.63%
$205.18 - $250.29 $24.4K - $29.8K
18.8K $4.5B
Activity Summary
Buys All Purchases 49 New Holdings 2 Increased Positions 47 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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