The Analysis of TWIN CITY PRIVATE WEALTH, LLC's Holdings
Currently, TWIN CITY PRIVATE WEALTH, LLC holds 94 types of securities in its portfolio with a total value $132.2M. In the most recent quarter, they have increased their positions in N/A (+14.6K shares, valued at $954.7K), DXCM (+6.5K shares, valued at $433.3K), N/A (+1.3K shares, valued at $413.2K); decreased their positions in N/A (-877 shares, valued at $275.2K), LYG (-50.6K shares, valued at $268.0K), N/A (-1.3K shares, valued at $121.5K); initiated new positions in N/A (+14.6K shares, valued at $954.7K), DXCM (+6.5K shares, valued at $433.3K), RY (+1.3K shares, valued at $218.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JPM JPMORGAN CHASE & CO.14.0K shares3.72%2025-12-312026-02-13
WFC WELLS FARGO CO NEW43.9K shares0.55%2025-12-312026-02-13 PM PHILIP MORRIS INTL INC24.9K shares3.98%2025-12-312026-02-13 MSFT MICROSOFT CORP7.6K shares4.94%2025-12-312026-02-13 META META PLATFORMS INC5.1K shares11.44%2025-12-312026-02-13 AMZN AMAZON COM INC14.6K shares3.31%2025-12-312026-02-13 ALPHABET INC ALPHABET INC10.7K shares14.11%2025-12-312026-02-13 SCHW SCHWAB CHARLES CORP33.3K shares5.24%2025-12-312026-02-13 BKNG BOOKING HOLDINGS INC582 shares4.86%2025-12-312026-02-13 BDX BECTON DICKINSON & CO15.3K shares-2.30%2025-12-312026-02-13 ENB ENBRIDGE INC60.0K shares-0.64%2025-12-312026-02-13 ETR ENTERGY CORP NEW30.3K shares2.27%2025-12-312026-02-13 MEDTRONIC PLC MEDTRONIC PLC27.5K shares-4.38%2025-12-312026-02-13 CMCSA COMCAST CORP NEW87.2K shares0.54%2025-12-312026-02-13 XOM EXXON MOBIL CORP21.5K shares1.04%2025-12-312026-02-13 OMC OMNICOM GROUP INC29.4K shares-2.46%2025-12-312026-02-13 AMAT APPLIED MATLS INC9.2K shares1.52%2025-12-312026-02-13 SBUX STARBUCKS CORP27.0K shares1.93%2025-12-312026-02-13 LAMR LAMAR ADVERTISING CO NEW17.9K shares-3.98%2025-12-312026-02-13 IQV IQVIA HLDGS INC10.0K shares-1.72%2025-12-312026-02-13 TSM TAIWAN SEMICONDUCTOR MFG LTD7.3K shares5.44%2025-12-312026-02-13 GSK PLC GSK PLC43.9K shares-0.35%2025-12-312026-02-13 APD AIR PRODS & CHEMS INC8.5K shares1.46%2025-12-312026-02-13 V VISA INC5.9K shares-0.14%2025-12-312026-02-13 LYG LLOYDS BANKING GROUP PLC338.2K shares-13.01%2025-12-312026-02-13 ALPHABET INC ALPHABET INC5.6K shares-13.46%2025-12-312026-02-13 ELV ELEVANCE HEALTH INC FORMERLY4.8K shares6.45%2025-12-312026-02-13 TFC TRUIST FINL CORP32.5K shares-3.61%2025-12-312026-02-13 KO COCA COLA CO22.8K shares-1.95%2025-12-312026-02-13 HII HUNTINGTON INGALLS INDS INC4.7K shares-1.58%2025-12-312026-02-13 FIS FIDELITY NATL INFORMATION SV21.9K shares2.63%2025-12-312026-02-13 MA MASTERCARD INCORPORATED2.5K shares3.38%2025-12-312026-02-13 AMGN AMGEN INC4.3K shares0.77%2025-12-312026-02-13 DIS DISNEY WALT CO12.3K shares5.43%2025-12-312026-02-13 GPC GENUINE PARTS CO11.2K shares-0.38%2025-12-312026-02-13 AMT AMERICAN TOWER CORP NEW7.8K shares0.75%2025-12-312026-02-13 CRM SALESFORCE INC4.4K shares17.41%2025-12-312026-02-13 SYY SYSCO CORP15.1K shares1.72%2025-12-312026-02-13 PFE PFIZER INC43.6K shares-4.81%2025-12-312026-02-13 CHKP CHECK POINT SOFTWARE TECH LT5.8K shares57.62%2025-12-312026-02-13 VZ VERIZON COMMUNICATIONS INC25.9K shares-0.16%2025-12-312026-02-13 DOC HEALTHPEAK PROPERTIES INC64.0K shares6.74%2025-12-312026-02-13 BK BANK NEW YORK MELLON CORP8.7K shares4.00%2025-12-312026-02-13 VUG VANGUARD INDEX FDS2.1K shares-8.97%2025-12-312026-02-13 NVS NOVARTIS AG7.2K shares-1.81%2025-12-312026-02-13 ADI ANALOG DEVICES INC3.6K shares3.24%2025-12-312026-02-13 UPS UNITED PARCEL SERVICE INC9.9K shares-1.63%2025-12-312026-02-13 ABNB AIRBNB INC7.2K shares0.38%2025-12-312026-02-13 KMX CARMAX INC25.0K shares0.59%2025-12-312026-02-13 UNILEVER PLC UNILEVER PLC14.6K sharesnew addition2025-12-312026-02-13 COP CONOCOPHILLIPS10.2K shares8.60%2025-12-312026-02-13 EIX EDISON INTL15.8K shares-1.37%2025-12-312026-02-13 VEA VANGUARD TAX-MANAGED FDS15.1K shares-10.36%2025-12-312026-02-13 ES EVERSOURCE ENERGY13.2K shares9.77%2025-12-312026-02-13 ADSK AUTODESK INC3.0K shares5.79%2025-12-312026-02-13 QCOM QUALCOMM INC5.1K shares5.91%2025-12-312026-02-13 MCK MCKESSON CORP1.0K shares-1.79%2025-12-312026-02-13 ADBE ADOBE INC2.4K shares3.98%2025-12-312026-02-13 TXN TEXAS INSTRS INC4.8K shares-0.60%2025-12-312026-02-13 CENCORA INC CENCORA INC2.5K shares4.47%2025-12-312026-02-13 ORCL ORACLE CORP4.2K shares41.16%2025-12-312026-02-13 NVDA NVIDIA CORPORATION4.4K shares0.00%2025-12-312026-02-13 DEO DIAGEO PLC9.1K shares-0.51%2025-12-312026-02-13 VTV VANGUARD INDEX FDS3.8K shares-10.65%2025-12-312026-02-13 MAS MASCO CORP10.8K shares6.91%2025-12-312026-02-13 BAC BANK AMERICA CORP11.3K shares3.66%2025-12-312026-02-13 SNY SANOFI SA12.2K shares2.47%2025-12-312026-02-13 ECL ECOLAB INC2.0K shares17.77%2025-12-312026-02-13 AAPL APPLE INC1.9K shares-0.05%2025-12-312026-02-13 PAGP PLAINS GP HLDGS L P26.4K shares-4.96%2025-12-312026-02-13 VEEV VEEVA SYS INC2.1K shares6.71%2025-12-312026-02-13 GIS GENERAL MLS INC10.0K shares-0.83%2025-12-312026-02-13 DXCM DEXCOM INC6.5K sharesnew addition2025-12-312026-02-13 EBAY EBAY INC.4.8K shares7.36%2025-12-312026-02-13 RTX RTX CORPORATION2.1K shares0.00%2025-12-312026-02-13 BNDX VANGUARD CHARLOTTE FDS7.8K shares-2.78%2025-12-312026-02-13 BSV VANGUARD BD INDEX FDS4.5K shares-5.66%2025-12-312026-02-13 VWO VANGUARD INTL EQUITY INDEX F6.6K shares-7.66%2025-12-312026-02-13 PEP PEPSICO INC2.1K shares1.33%2025-12-312026-02-13 FTCS FIRST TR EXCHANGE-TRADED FD3.0K shares-2.02%2025-12-312026-02-13 FDL FIRST TR EXCHANGE-TRADED FD5.9K shares-4.77%2025-12-312026-02-13 IGEB ISHARES TR5.2K shares-26.41%2025-12-312026-02-13 RY ROYAL BK CDA1.3K sharesnew addition2025-12-312026-02-13 VB VANGUARD INDEX FDS799 shares-8.48%2025-12-312026-02-13 USHY ISHARES TR5.4K shares-25.96%2025-12-312026-02-13 BIV VANGUARD BD INDEX FDS2.2K shares-5.82%2025-12-312026-02-13 BLV VANGUARD BD INDEX FDS2.4K shares-3.55%2025-12-312026-02-13 HYDB ISHARES TR750 shares-25.67%2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available