TC
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TWIN CITY PRIVATE WEALTH, LLC13F | |
| TWIN CITY PRIVATE WEALTH, LLC | |
| Last update 2025-05-09 | 94 Stocks (3 new) |
| Value $114.00 Mil | Turnover 3 % |
TWIN CITY PRIVATE WEALTH, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM | JPMorgan Chase & Co | 18,532 | 4,545.8 | -1.26% | 4.000 | -0.05% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks | |
PM | Philip Morris International Inc | 22,370 | 3,583.7 | -10.26% | 3.150 | -0.27% | 0.000 | +10.33% | +50.95% | 278,196.3 | Tobacco Products | |
WFC | Wells Fargo & Co | 46,640 | 3,348.3 | -0.90% | 2.950 | -0.03% | 0.000 | +25.30% | +16.01% | 259,690.5 | Banks | |
CMCSA | Comcast Corp | 82,903 | 3,059.1 | +2.37% | 2.690 | +0.06% | 0.000 | +2.49% | -5.49% | 128,962.1 | Telecommunication Services | |
META | Meta Platforms Inc | 5,087 | 2,931.8 | -10.58% | 2.580 | -0.31% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
MSFT | Microsoft Corp | 7,233 | 2,715.1 | +8.69% | 2.390 | +0.19% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
BDX | Becton Dickinson & Co | 11,485 | 2,630.7 | -0.20% | 2.310 | 0% | 0.000 | -9.45% | -20.33% | 51,259.7 | Medical Devices & Instruments | |
ENB | Enbridge Inc | 57,551 | 2,550.1 | +1.02% | 2.240 | +0.02% | 0.000 | +0.93% | +9.49% | 98,195.5 | Oil & Gas | |
BRK.B | Berkshire Hathaway Inc | 4,785 | 2,548.4 | -16.64% | 2.240 | -0.38% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
MDT | Medtronic PLC | 27,720 | 2,510.1 | -2.26% | 2.210 | -0.05% | 0.000 | +9.39% | +14.01% | 114,814.1 | Medical Devices & Instruments |
TWIN CITY PRIVATE WEALTH, LLC's Historical Top Holdings Breakdowns
TWIN CITY PRIVATE WEALTH, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ORCL | Oracle Corp | 2025-03-31 | Reduce Reduce | -0.47% | 139.81 ($162.81) 186.47 | $245.45 | 50.76% | Reduce -30.43% | 7,321 | -3,202 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.38% | 442.66 ($486.15) 534.52 | $473.80 | -2.54% | Reduce -16.64% | 4,785 | -955 | |
AMAT | Applied Materials Inc | 2025-03-31 | Add Add | +0.34% | 145.06 ($168.16) 195.51 | $190.44 | 13.25% | Add 95.15% | 5,511 | 2,687 | |
EIX | Edison International | 2025-03-31 | Add Add | +0.34% | 50.06 ($57.47) 80.01 | $51.14 | -11.01% | Add 40.38% | 22,716 | 6,534 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.31% | 576.36 ($645.17) 736.67 | $704.28 | 9.16% | Reduce -10.58% | 5,087 | -602 | |
PM | Philip Morris International Inc | 2025-03-31 | Reduce Reduce | -0.27% | 117.15 ($141.65) 158.79 | $178.73 | 26.18% | Reduce -10.26% | 22,370 | -2,557 | |
LAMR | Lamar Advertising Co | 2025-03-31 | Add Add | +0.24% | 110.65 ($121.77) 132.9 | $124.92 | 2.59% | Add 13.78% | 20,060 | 2,430 | |
USHY |
iShares Broad USD High Yield Corporate Bond ETF
iShares Broad USD High Yield Corporate Bond ETF
| 2025-03-31 | New Buy New Buy | +0.21% | 36.63 ($37.08) 37.45 | $37.32 | 0.65% | New holding | 6,617 | 6,617 | |
LYG | Lloyds Banking Group PLC | 2025-03-31 | Reduce Reduce | -0.21% | 2.58 ($3.31) 3.9 | $4.18 | 26.28% | Reduce -24.83% | 267,995 | -88,521 | |
SCHW | Charles Schwab Corp | 2025-03-31 | Reduce Reduce | -0.21% | 71.24 ($78.48) 83.64 | $95.80 | 22.07% | Reduce -9.85% | 29,368 | -3,209 |
TWIN CITY PRIVATE WEALTH, LLC Total Holding History ($B)
TWIN CITY PRIVATE WEALTH, LLC's Asset Allocation
TWIN CITY PRIVATE WEALTH, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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TWIN CITY PRIVATE WEALTH, LLC's Hypothetical Growth since 2025-03-31
TWIN CITY PRIVATE WEALTH, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
TWIN CITY PRIVATE WEALTH, LLC's Holdings Heat Map
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TWIN CITY PRIVATE WEALTH, LLC's Holdings Bubble Chart
TWIN CITY PRIVATE WEALTH, LLC News
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