The Analysis of Texas Capital Bank Wealth Management Services Inc's Holdings

Currently, Texas Capital Bank Wealth Management Services Inc holds 256 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in IEMG (+130.8K shares, valued at $8.6M), VOO (+10.1K shares, valued at $6.2M), MSFT (+11.0K shares, valued at $5.7M); decreased their positions in IVE (-15.7K shares, valued at $3.2M), AAPL (-10.5K shares, valued at $2.7M), SBUX (-31.6K shares, valued at $2.7M); initiated new positions in GRNY (+105.3K shares, valued at $2.6M), ULTY (+168.7K shares, valued at $922.8K), SPOT (+1.3K shares, valued at $882.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS592.3K shares1.73%2025-09-302025-11-13

NVDA NVIDIA CORPORATION574.9K shares5.12%2025-09-302025-11-13

IEFA ISHARES TR625.9K shares3.88%2025-09-302025-11-13

AAPL APPLE INC105.1K shares-9.09%2025-09-302025-11-13

MSFT MICROSOFT CORP45.8K shares31.63%2025-09-302025-11-13

IJH ISHARES TR358.1K shares2.74%2025-09-302025-11-13

IWR ISHARES TR229.6K shares-9.94%2025-09-302025-11-13

TCBI TEXAS CAP BANCSHARES INC249.6K shares-0.23%2025-09-302025-11-13

Sponsored

VV VANGUARD INDEX FDS65.4K shares-0.92%2025-09-302025-11-13

AGG ISHARES TR174.1K shares-4.19%2025-09-302025-11-13

VEA VANGUARD TAX-MANAGED FDS273.6K shares6.54%2025-09-302025-11-13

IEMG ISHARES INC242.8K shares116.73%2025-09-302025-11-13

ORCL ORACLE CORP53.4K shares-9.51%2025-09-302025-11-13

JPM JPMORGAN CHASE & CO.45.5K shares11.39%2025-09-302025-11-13

LRCX LAM RESEARCH CORP106.2K shares8.93%2025-09-302025-11-13

SPY SPDR S&P 500 ETF TR20.8K shares-6.72%2025-09-302025-11-13

Sponsored

MGK VANGUARD WORLD FD33.1K shares-1.39%2025-09-302025-11-13

META META PLATFORMS INC17.6K shares29.73%2025-09-302025-11-13

APH AMPHENOL CORP NEW103.3K shares-1.66%2025-09-302025-11-13

DE DEERE & CO27.8K shares16.84%2025-09-302025-11-13

VTEB VANGUARD MUN BD FDS244.9K shares18.72%2025-09-302025-11-13

KLAC KLA CORP11.3K shares5.05%2025-09-302025-11-13

ET ENERGY TRANSFER L P703.3K shares88.53%2025-09-302025-11-13

MA MASTERCARD INCORPORATED19.7K shares9.53%2025-09-302025-11-13

Sponsored

MS MORGAN STANLEY69.0K shares2.45%2025-09-302025-11-13

CAT CATERPILLAR INC22.6K shares6.49%2025-09-302025-11-13

VO VANGUARD INDEX FDS36.3K shares10.85%2025-09-302025-11-13

IWB ISHARES TR29.1K shares0.86%2025-09-302025-11-13

TJX TJX COS INC NEW66.9K shares3.11%2025-09-302025-11-13

COST COSTCO WHSL CORP NEW10.3K shares9.21%2025-09-302025-11-13

LLY ELI LILLY & CO12.3K shares-3.49%2025-09-302025-11-13

INTU INTUIT13.4K shares4.61%2025-09-302025-11-13

Sponsored

HD HOME DEPOT INC21.7K shares-1.93%2025-09-302025-11-13

TT TRANE TECHNOLOGIES PLC18.7K shares4.36%2025-09-302025-11-13

IVW ISHARES TR63.9K shares107.44%2025-09-302025-11-13

NEE NEXTERA ENERGY INC99.3K shares-7.26%2025-09-302025-11-13

MSCI MSCI INC12.3K shares-9.25%2025-09-302025-11-13

MGV VANGUARD WORLD FD50.0K shares-7.39%2025-09-302025-11-13

AMZN AMAZON COM INC29.6K shares21.43%2025-09-302025-11-13

NKE NIKE INC93.0K shares-5.27%2025-09-302025-11-13

Sponsored

DHR DANAHER CORPORATION31.2K shares-5.64%2025-09-302025-11-13

ZTS ZOETIS INC41.0K shares-16.85%2025-09-302025-11-13

COP CONOCOPHILLIPS63.1K shares-4.14%2025-09-302025-11-13

IVOO VANGUARD ADMIRAL FDS INC53.9K shares-0.72%2025-09-302025-11-13

UNH UNITEDHEALTH GROUP INC16.3K shares2.83%2025-09-302025-11-13

ITOT ISHARES TR37.0K shares70.07%2025-09-302025-11-13

GOOGL ALPHABET INC19.2K shares77.16%2025-09-302025-11-13

GOOG ALPHABET INC18.2K shares25.97%2025-09-302025-11-13

Sponsored

AVGO BROADCOM INC13.4K shares67.68%2025-09-302025-11-13

OBDC BLUE OWL CAPITAL CORPORATION310.1K shares7.39%2025-09-302025-11-13

STWD STARWOOD PPTY TR INC204.1K shares10.96%2025-09-302025-11-13

ARCC ARES CAPITAL CORP183.3K shares3.76%2025-09-302025-11-13

TSLX SIXTH STREET SPECIALTY LENDI154.0K shares4.04%2025-09-302025-11-13

BAC BANK AMERICA CORP59.7K shares7.58%2025-09-302025-11-13

DFAS DIMENSIONAL ETF TRUST44.9K shares0.00%2025-09-302025-11-13

TSLA TESLA INC6.9K shares267.40%2025-09-302025-11-13

Sponsored

QDEF FLEXSHARES TR37.9K shares-2.14%2025-09-302025-11-13

V VISA INC8.5K shares8.09%2025-09-302025-11-13

EFA ISHARES TR29.5K shares-2.58%2025-09-302025-11-13

GRNY TIDAL TRUST I105.3K sharesnew addition2025-09-302025-11-13

OCSL OAKTREE SPECIALTY LENDING CO196.9K shares18.18%2025-09-302025-11-13

XOM EXXON MOBIL CORP22.6K shares2.68%2025-09-302025-11-13

IVV ISHARES TR3.7K shares33.68%2025-09-302025-11-13

ABBV ABBVIE INC10.6K shares27.23%2025-09-302025-11-13

Sponsored

SPIB SPDR SERIES TRUST67.0K shares0.35%2025-09-302025-11-13

VZ VERIZON COMMUNICATIONS INC48.6K shares0.29%2025-09-302025-11-13

MUB ISHARES TR19.5K shares45.84%2025-09-302025-11-13

RSP INVESCO EXCHANGE TRADED FD T10.3K shares0.75%2025-09-302025-11-13

ETV EATON VANCE TAX-MANAGED BUY-134.6K shares22.37%2025-09-302025-11-13

PG PROCTER AND GAMBLE CO11.9K shares16.36%2025-09-302025-11-13

C CITIGROUP INC17.5K shares19.72%2025-09-302025-11-13

ABT ABBOTT LABS12.6K shares4.13%2025-09-302025-11-13

Sponsored

CVX CHEVRON CORP NEW9.8K shares13.51%2025-09-302025-11-13

GSIE GOLDMAN SACHS ETF TR36.5K shares20.13%2025-09-302025-11-13

F FORD MTR CO125.1K shares0.05%2025-09-302025-11-13

VBTX VERITEX HLDGS INC44.3K shares-59.47%2025-09-302025-11-13

NFLX NETFLIX INC1.2K shares33.15%2025-09-302025-11-13

MCD MCDONALDS CORP4.8K shares23.15%2025-09-302025-11-13

JNJ JOHNSON & JOHNSON7.8K shares-10.65%2025-09-302025-11-13

IBIT ISHARES BITCOIN TRUST ETF21.6K shares22.83%2025-09-302025-11-13

Sponsored

QQQ INVESCO QQQ TR2.3K shares4.08%2025-09-302025-11-13

PANW PALO ALTO NETWORKS INC6.3K shares37.60%2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL2.5K shares-20.11%2025-09-302025-11-13

IJJ ISHARES TR9.8K shares-40.24%2025-09-302025-11-13

PEP PEPSICO INC8.8K shares77.44%2025-09-302025-11-13

RTX RTX CORPORATION7.3K shares15.21%2025-09-302025-11-13

GSLC GOLDMAN SACHS ETF TR9.2K shares116.92%2025-09-302025-11-13

DDS DILLARDS INC1.9K shares0.00%2025-09-302025-11-13

Sponsored

TXS TEXAS CAPITAL FUNDS TRUST31.5K shares0.00%2025-09-302025-11-13

IUSG ISHARES TR6.5K shares0.00%2025-09-302025-11-13

VTV VANGUARD INDEX FDS5.6K shares0.00%2025-09-302025-11-13

CSCO CISCO SYS INC15.1K shares30.37%2025-09-302025-11-13

PNNT PENNANTPARK INVT CORP152.0K shares0.00%2025-09-302025-11-13

ETHA ISHARES ETHEREUM TR31.6K shares68.52%2025-09-302025-11-13

MMC MARSH & MCLENNAN COS INC4.9K shares4.60%2025-09-302025-11-13

TXN TEXAS INSTRS INC5.3K shares-6.89%2025-09-302025-11-13

Sponsored

DIS DISNEY WALT CO8.5K shares4.18%2025-09-302025-11-13

ULTY TIDAL TRUST II168.7K sharesnew addition2025-09-302025-11-13

ECL ECOLAB INC3.4K shares9.34%2025-09-302025-11-13

HON HONEYWELL INTL INC4.4K shares11.56%2025-09-302025-11-13

AMGN AMGEN INC3.2K shares24.30%2025-09-302025-11-13

SHOP SHOPIFY INC6.0K shares-35.41%2025-09-302025-11-13

WMT WALMART INC8.6K shares54.30%2025-09-302025-11-13

SPOT SPOTIFY TECHNOLOGY S A1.3K sharesnew addition2025-09-302025-11-13

Sponsored

SYK STRYKER CORPORATION2.4K shares6.81%2025-09-302025-11-13

QCOM QUALCOMM INC5.1K shares22.35%2025-09-302025-11-13

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-13

AFL AFLAC INC6.7K shares26.20%2025-09-302025-11-13

BSV VANGUARD BD INDEX FDS9.4K shares7.03%2025-09-302025-11-13

LOW LOWES COS INC3.0K shares-5.20%2025-09-302025-11-13

IVE ISHARES TR3.6K shares-81.42%2025-09-302025-11-13

VTI VANGUARD INDEX FDS2.2K shares-44.81%2025-09-302025-11-13

Sponsored

TFC TRUIST FINL CORP15.7K shares169.33%2025-09-302025-11-13

NOW SERVICENOW INC737 shares22.83%2025-09-302025-11-13

MSTR STRATEGY INC2.1K shares23.86%2025-09-302025-11-13

MMKT TEXAS CAPITAL FUNDS TRUST6.6K sharesnew addition2025-09-302025-11-13

UBER UBER TECHNOLOGIES INC6.7K shares198.41%2025-09-302025-11-13

IWM ISHARES TR2.7K shares13.36%2025-09-302025-11-13

TILT FLEXSHARES TR2.7K shares-44.71%2025-09-302025-11-13

EMR EMERSON ELEC CO5.0K shares-0.38%2025-09-302025-11-13

Sponsored

ADI ANALOG DEVICES INC2.7K shares109.39%2025-09-302025-11-13

PH PARKER-HANNIFIN CORP851 shares-1.73%2025-09-302025-11-13

SATS ECHOSTAR CORP8.4K sharesnew addition2025-09-302025-11-13

ACN ACCENTURE PLC IRELAND2.6K shares-51.59%2025-09-302025-11-13

KO COCA COLA CO9.6K shares35.38%2025-09-302025-11-13

PNC PNC FINL SVCS GROUP INC3.2K shares9.83%2025-09-302025-11-13

GILD GILEAD SCIENCES INC5.6K sharesnew addition2025-09-302025-11-13

UNP UNION PAC CORP2.6K shares6.52%2025-09-302025-11-13

Sponsored

VYM VANGUARD WHITEHALL FDS4.2K shares-35.55%2025-09-302025-11-13

PLTR PALANTIR TECHNOLOGIES INC3.1K shares-76.15%2025-09-302025-11-13

PAYX PAYCHEX INC4.5K shares-6.30%2025-09-302025-11-13

ADP AUTOMATIC DATA PROCESSING IN1.9K shares0.52%2025-09-302025-11-13

GLD SPDR GOLD TR1.6K sharesnew addition2025-09-302025-11-13

CSX CSX CORP15.6K sharesnew addition2025-09-302025-11-13

SHW SHERWIN WILLIAMS CO1.6K shares17.52%2025-09-302025-11-13

GE GE AEROSPACE1.8K sharesnew addition2025-09-302025-11-13

Sponsored

MDLZ MONDELEZ INTL INC8.3K shares14.60%2025-09-302025-11-13

ETN EATON CORP PLC1.4K shares8.63%2025-09-302025-11-13

MDY SPDR S&P MIDCAP 400 ETF TR867 shares20.92%2025-09-302025-11-13

LHX L3HARRIS TECHNOLOGIES INC1.7K shares89.40%2025-09-302025-11-13

WM WASTE MGMT INC DEL2.3K shares9.29%2025-09-302025-11-13

TRV TRAVELERS COMPANIES INC1.8K shares-11.51%2025-09-302025-11-13

DUK DUKE ENERGY CORP NEW4.0K shares10.15%2025-09-302025-11-13

SBUX STARBUCKS CORP5.9K shares-84.22%2025-09-302025-11-13

Sponsored

GRMN GARMIN LTD2.0K sharesnew addition2025-09-302025-11-13

IWD ISHARES TR2.4K shares-11.35%2025-09-302025-11-13

GPC GENUINE PARTS CO3.5K shares-9.53%2025-09-302025-11-13

USB US BANCORP DEL9.9K shares-14.94%2025-09-302025-11-13

TMO THERMO FISHER SCIENTIFIC INC971 shares-58.82%2025-09-302025-11-13

CDNS CADENCE DESIGN SYSTEM INC1.3K shares19.03%2025-09-302025-11-13

TPC TUTOR PERINI CORP6.9K shares0.00%2025-09-302025-11-13

IWP ISHARES TR3.2K shares-7.13%2025-09-302025-11-13

Sponsored

DD DUPONT DE NEMOURS INC5.8K shares50.23%2025-09-302025-11-13

TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K shares17.78%2025-09-302025-11-13

IWF ISHARES TR946 shares19.29%2025-09-302025-11-13

HYFM HYDROFARM HLDGS GROUP INC132.1K shares0.00%2025-09-302025-11-13

ROK ROCKWELL AUTOMATION INC1.2K shares5.87%2025-09-302025-11-13

GD GENERAL DYNAMICS CORP1.2K shares-4.34%2025-09-302025-11-13

WMB WILLIAMS COS INC6.6K shares-4.22%2025-09-302025-11-13

BX BLACKSTONE INC2.5K shares22.16%2025-09-302025-11-13

Sponsored

BR BROADRIDGE FINL SOLUTIONS IN1.8K shares-5.69%2025-09-302025-11-13

COF CAPITAL ONE FINL CORP1.9K shares-7.96%2025-09-302025-11-13

DGRO ISHARES TR5.9K shares-7.10%2025-09-302025-11-13

TDY TELEDYNE TECHNOLOGIES INC669 shares-25.83%2025-09-302025-11-13

VGSH VANGUARD SCOTTSDALE FDS6.6K sharesnew addition2025-09-302025-11-13

WFC WELLS FARGO CO NEW4.6K sharesnew addition2025-09-302025-11-13

VGT VANGUARD WORLD FD500 shares0.00%2025-09-302025-11-13

PSA PUBLIC STORAGE OPER CO1.3K shares-2.86%2025-09-302025-11-13

Sponsored

DVN DEVON ENERGY CORP NEW10.5K sharesnew addition2025-09-302025-11-13

PHM PULTE GROUP INC2.8K sharesnew addition2025-09-302025-11-13

KR KROGER CO5.4K sharesnew addition2025-09-302025-11-13

CPRT COPART INC8.1K shares18.34%2025-09-302025-11-13

MLM MARTIN MARIETTA MATLS INC577 shares11.39%2025-09-302025-11-13

GUNR FLEXSHARES TR8.3K shares0.00%2025-09-302025-11-13

AXP AMERICAN EXPRESS CO1.1K shares41.20%2025-09-302025-11-13

MRK MERCK & CO INC4.3K shares-44.20%2025-09-302025-11-13

Sponsored

XYL XYLEM INC2.4K shares8.17%2025-09-302025-11-13

BA BOEING CO1.6K sharesnew addition2025-09-302025-11-13

LEN LENNAR CORP2.8K shares-23.70%2025-09-302025-11-13

VRT VERTIV HOLDINGS CO2.3K sharesnew addition2025-09-302025-11-13

BLK BLACKROCK INC300 shares-1.64%2025-09-302025-11-13

NOC NORTHROP GRUMMAN CORP573 shares-1.88%2025-09-302025-11-13

AMP AMERIPRISE FINL INC702 shares20.62%2025-09-302025-11-13

AMD ADVANCED MICRO DEVICES INC2.1K sharesnew addition2025-09-302025-11-13

Sponsored

VUG VANGUARD INDEX FDS714 shares2.00%2025-09-302025-11-13

ICE INTERCONTINENTAL EXCHANGE IN2.0K shares60.89%2025-09-302025-11-13

TRIN TRINITY CAP INC22.1K shares0.00%2025-09-302025-11-13

EFX EQUIFAX INC1.3K shares12.32%2025-09-302025-11-13

CRM SALESFORCE INC1.4K sharesnew addition2025-09-302025-11-13

IJK ISHARES TR3.5K shares0.00%2025-09-302025-11-13

NVG NUVEEN AMT FREE MUN CR INC F26.8K shares0.00%2025-09-302025-11-13

BSX BOSTON SCIENTIFIC CORP3.4K sharesnew addition2025-09-302025-11-13

Sponsored

VIG VANGUARD SPECIALIZED FUNDS1.5K sharesnew addition2025-09-302025-11-13

RSG REPUBLIC SVCS INC1.4K shares-0.14%2025-09-302025-11-13

PFE PFIZER INC12.7K sharesnew addition2025-09-302025-11-13

CTVA CORTEVA INC4.8K shares13.07%2025-09-302025-11-13

SNA SNAP ON INC930 shares0.00%2025-09-302025-11-13

ALL ALLSTATE CORP1.5K shares0.88%2025-09-302025-11-13

MO ALTRIA GROUP INC4.8K sharesnew addition2025-09-302025-11-13

AJG GALLAGHER ARTHUR J & CO1.0K sharesnew addition2025-09-302025-11-13

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.1K sharesnew addition2025-09-302025-11-13

BMNR BITMINE IMMERSION TECNOLOGIE5.8K sharesnew addition2025-09-302025-11-13

ITW ILLINOIS TOOL WKS INC1.1K shares0.97%2025-09-302025-11-13

GEV GE VERNOVA INC487 sharesnew addition2025-09-302025-11-13

PRF INVESCO EXCHANGE TRADED FD T6.6K shares0.00%2025-09-302025-11-13

MSI MOTOROLA SOLUTIONS INC652 shares33.61%2025-09-302025-11-13

EVRG EVERGY INC3.8K sharesnew addition2025-09-302025-11-13

XLB SELECT SECTOR SPDR TR3.2K shares0.00%2025-09-302025-11-13

Sponsored

AWK AMERICAN WTR WKS CO INC NEW2.0K shares21.22%2025-09-302025-11-13

SMLF ISHARES TR3.8K shares0.00%2025-09-302025-11-13

DOV DOVER CORP1.7K shares-3.21%2025-09-302025-11-13

USHY ISHARES TR7.4K sharesnew addition2025-09-302025-11-13

SONY SONY GROUP CORP9.6K shares0.00%2025-09-302025-11-13

SO SOUTHERN CO2.8K shares9.28%2025-09-302025-11-13

VB VANGUARD INDEX FDS1.0K sharesnew addition2025-09-302025-11-13

MCHP MICROCHIP TECHNOLOGY INC.4.1K sharesnew addition2025-09-302025-11-13

Sponsored

LPLA LPL FINL HLDGS INC781 sharesnew addition2025-09-302025-11-13

T AT&T INC9.1K shares-2.84%2025-09-302025-11-13

WSM WILLIAMS SONOMA INC1.3K sharesnew addition2025-09-302025-11-13

YUM YUM BRANDS INC1.7K sharesnew addition2025-09-302025-11-13

TRMB TRIMBLE INC3.1K sharesnew addition2025-09-302025-11-13

PAYC PAYCOM SOFTWARE INC1.2K shares-28.88%2025-09-302025-11-13

TDG TRANSDIGM GROUP INC189 sharesnew addition2025-09-302025-11-13

EPD ENTERPRISE PRODS PARTNERS L7.9K sharesnew addition2025-09-302025-11-13

Sponsored

APD AIR PRODS & CHEMS INC908 shares-15.77%2025-09-302025-11-13

HLT HILTON WORLDWIDE HLDGS INC943 sharesnew addition2025-09-302025-11-13

LMT LOCKHEED MARTIN CORP490 shares-60.29%2025-09-302025-11-13

CSGP COSTAR GROUP INC2.9K shares-28.67%2025-09-302025-11-13

ADBE ADOBE INC683 shares-75.38%2025-09-302025-11-13

ATO ATMOS ENERGY CORP1.4K shares-3.99%2025-09-302025-11-13

VEU VANGUARD INTL EQUITY INDEX F3.1K shares3.20%2025-09-302025-11-13

J JACOBS SOLUTIONS INC1.5K shares-7.85%2025-09-302025-11-13

Sponsored

CTSH COGNIZANT TECHNOLOGY SOLUTIO3.3K shares-7.53%2025-09-302025-11-13

CI THE CIGNA GROUP761 shares-2.56%2025-09-302025-11-13

NFRA FLEXSHARES TR3.5K shares0.00%2025-09-302025-11-13

GLW CORNING INC2.6K sharesnew addition2025-09-302025-11-13

UBS UBS GROUP AG5.3K sharesnew addition2025-09-302025-11-13

HSY HERSHEY CO1.2K shares-13.33%2025-09-302025-11-13

TMUS T-MOBILE US INC892 shares0.56%2025-09-302025-11-13

PLD PROLOGIS INC.1.9K sharesnew addition2025-09-302025-11-13

Sponsored

IUSB ISHARES TR4.5K sharesnew addition2025-09-302025-11-13

SPGI S&P GLOBAL INC426 sharesnew addition2025-09-302025-11-13

UL UNILEVER PLC3.5K sharesnew addition2025-09-302025-11-13

VNQ VANGUARD INDEX FDS2.3K shares-8.27%2025-09-302025-11-13

ANET ARISTA NETWORKS INC1.4K sharesnew addition2025-09-302025-11-13

MUFG MITSUBISHI UFJ FINL GROUP IN12.0K shares-3.66%2025-09-302025-11-13

EFC ELLINGTON FINANCIAL INC11.2K shares0.00%2025-09-302025-11-13

LPRO OPEN LENDING CORP55.5K shares4.21%2025-09-302025-11-13

Sponsored

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CUE CUE BIOPHARMA INC33.1K shares0.00%2025-09-302025-11-13

BEAT HEARTBEAM INC10.0K shares0.00%2025-09-302025-11-13

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Call Option Holdings

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Put Option Holdings

No put option holdings data available