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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.09 Billion 0.85% of portfolio
2,262
Q3 2025 Added 12.31%
$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%
$0
$788 Million 0.61% of portfolio
4,206
Q3 2025 Added 10.98%
$0
$395 Million 0.31% of portfolio
7,984
Q3 2025 Added 4.71%
$0
$385 Million 0.3% of portfolio
7,114
Q3 2025 Added 11.98%
$0
$378 Million 0.29% of portfolio
4,784
Q3 2025 Added 9.25%
$0
$324 Million 0.25% of portfolio
7,044
Q3 2025 Reduced 13.6%
$0
$276 Million 0.22% of portfolio
7,307
Q3 2025 Reduced 13.8%
$0
$283 Million 0.22% of portfolio
3,021
Q3 2025 Reduced 7.02%
$0
$268 Million 0.21% of portfolio
6,185
Q3 2025 Added 0.8%
$0
$223 Million 0.17% of portfolio
873
Q3 2025 Added 12.5%
$0
$176 Million 0.14% of portfolio
2,481
Q3 2025 Added 6.53%
$0
$180 Million 0.14% of portfolio
2,302
Q3 2025 Added 7.57%
$0
$154 Million 0.12% of portfolio
2,905
Q3 2025 Reduced 12.5%
$0
$121 Million 0.09% of portfolio
2,388
Q3 2025 Reduced 11.98%
$0
$105 Million 0.08% of portfolio
2,414
Q3 2025 Reduced 13.32%
$0
$48.3 Million 0.04% of portfolio
1,009
Q3 2025 Reduced 13.69%
$0
$5.38 Million 0.0% of portfolio
30
Q3 2025 New
$0
$629,000 0.0% of portfolio
3
Q3 2025 New

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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