TT

TCV Trust & Wealth Management, Inc.

13F
TCV Trust & Wealth Management, Inc.
Last update 2025-04-24 205 Stocks (11 new)
Value $1.08 Bil Turnover 3 %
Countries:
Top Holdings: MSFT(4.13%)SPIB(3.91%)GVI(3.89%)VO(3.81%)AVGO(3.62%)
Summary Stock Picks Current Portfolio
TCV Trust & Wealth Management,... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
118,650
44,540.0
-2.42%
4.130
-0.11%
0.000
+33.94%
+18.80%
3,707,650.2
Software
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
1,271,016
42,248.6
+5.20%
3.910
+0.19%
0.440
+1.52%
+4.31%
10,104.1
 
GVI
iShares Intermediate Government/Credit Bond ETF
iShares Intermediate Government/Credit Bond ETF
395,678
41,949.8
+5.37%
3.890
+0.20%
1.230
+0.63%
+3.58%
3,384.8
 
VO
Vanguard Mid-Cap ETF
158,827
41,075.8
-0.78%
3.810
-0.03%
0.050
+14.26%
+8.28%
76,168.6
 
AVGO
Broadcom Inc
233,311
39,063.3
-2.02%
3.620
-0.10%
0.000
+79.10%
+19.33%
1,294,301.1
Semiconductors
VB
Vanguard Small Cap ETF
172,727
38,302.2
-0.94%
3.550
-0.04%
0.060
+15.73%
+1.97%
58,767.7
 
AAPL
Apple Inc
165,971
36,867.1
+0.63%
3.420
+0.02%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
SPY
SPDR S&P 500 ETF Trust
53,032
29,665.6
-1.16%
2.750
-0.03%
0.010
+16.86%
+7.34%
643,153.0
 
V
Visa Inc
71,776
25,154.6
-2.43%
2.330
-0.05%
0.000
+5.91%
+13.93%
701,033.1
Credit Services
JPM
JPMorgan Chase & Co
89,076
21,850.3
-3.13%
2.020
-0.06%
0.000
+30.86%
+25.49%
822,612.0
Banks

TCV Trust & Wealth Management, Inc.'s Historical Top Holdings Breakdowns

TCV Trust & Wealth Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BLK
BlackRock Inc
2025-03-31
New Buy
New Buy
+1.72%
●
900.46 ($980.1) 1075.5
$1,082.15
10.41%
New holding
19,633
19,633
GVI
iShares Intermediate Government/Credit Bond ETF
iShares Intermediate Government/Credit Bond ETF
2025-03-31
Add
Add
+0.20%
●
103.49 ($104.89) 106.02
$106.11
1.16%
Add 5.37%
395,678
20,163
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
2025-03-31
Add
Add
+0.19%
●
32.5 ($32.96) 33.3
$33.41
1.37%
Add 5.2%
1,271,016
62,803
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.11%
●
375.39 ($407.71) 447.2
$498.84
22.35%
Reduce -2.42%
118,650
-2,937
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-0.10%
●
167.43 ($211.65) 244.7
$275.18
30.02%
Reduce -2.02%
233,311
-4,809
ALL
Allstate Corp
2025-03-31
New Buy
New Buy
+0.07%
●
180.99 ($194.74) 210.18
$198.00
1.67%
New holding
3,730
3,730
DE
Deere & Co
2025-03-31
Add
Add
+0.07%
●
408.57 ($467.8) 509.27
$520.97
11.37%
Add 63.97%
3,955
1,543
JPM
JPMorgan Chase & Co
2025-03-31
Reduce
Reduce
-0.06%
●
225.19 ($254.94) 279.95
$296.00
16.11%
Reduce -3.13%
89,076
-2,874
ABBV
AbbVie Inc
2025-03-31
Add
Add
+0.05%
●
169.2 ($194.4) 216.66
$189.28
-2.63%
Add 30.76%
12,068
2,839
ADP
Automatic Data Processing Inc
2025-03-31
Reduce
Reduce
-0.05%
●
286.85 ($301.63) 318.64
$309.20
2.51%
Reduce -3.17%
59,443
-1,944

TCV Trust & Wealth Management, Inc. Total Holding History ($B)

To

TCV Trust & Wealth Management, Inc.'s Asset Allocation

To

TCV Trust & Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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TCV Trust & Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31

TCV Trust & Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

TCV Trust & Wealth Management, Inc.'s Holdings Heat Map

Size field:

TCV Trust & Wealth Management, Inc.'s Holdings Bubble Chart

TCV Trust & Wealth Management, Inc. News

  • 1

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