The Analysis of TWIN CITY PRIVATE WEALTH, LLC's Holdings
Currently, TWIN CITY PRIVATE WEALTH, LLC holds 100 types of securities in its portfolio with a total value $128.1M. In the most recent quarter, they have increased their positions in DOC (+59.9K shares, valued at $1.1M), AMZN (+3.2K shares, valued at $710.1K), MAS (+10.1K shares, valued at $708.8K); decreased their positions in ORCL (-2.4K shares, valued at $670.8K), GOOGL (-2.7K shares, valued at $664.6K), BLK (-513 shares, valued at $597.9K); initiated new positions in DOC (+59.9K shares, valued at $1.1M), MAS (+10.1K shares, valued at $708.8K), FBT (+30 shares, valued at $5.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JPM JPMORGAN CHASE & CO.13.5K shares8.54%2025-09-302025-11-04
PM PHILIP MORRIS INTL INC23.9K shares2.57%2025-09-302025-11-04 MSFT MICROSOFT CORP7.2K shares9.56%2025-09-302025-11-04 WFC WELLS FARGO CO NEW43.6K shares3.32%2025-09-302025-11-04 META META PLATFORMS INC4.6K shares7.89%2025-09-302025-11-04 AMZN AMAZON COM INC14.1K shares29.75%2025-09-302025-11-04 ENB ENBRIDGE INC60.4K shares-0.74%2025-09-302025-11-04 SCHW SCHWAB CHARLES CORP31.7K shares2.09%2025-09-302025-11-04 BKNG BOOKING HOLDINGS INC555 shares2.59%2025-09-302025-11-04 BDX BECTON DICKINSON & CO15.6K shares15.04%2025-09-302025-11-04 ETR ENTERGY CORP NEW29.6K shares-10.82%2025-09-302025-11-04 MDT MEDTRONIC PLC28.7K shares0.03%2025-09-302025-11-04 CMCSA COMCAST CORP NEW86.7K shares1.72%2025-09-302025-11-04 OMC OMNICOM GROUP INC30.1K shares3.66%2025-09-302025-11-04 XOM EXXON MOBIL CORP21.3K shares-0.36%2025-09-302025-11-04 LAMR LAMAR ADVERTISING CO NEW18.6K shares-0.52%2025-09-302025-11-04 APD AIR PRODS & CHEMS INC8.4K shares0.95%2025-09-302025-11-04 GOOGL ALPHABET INC9.4K shares-22.61%2025-09-302025-11-04 SBUX STARBUCKS CORP26.5K shares12.22%2025-09-302025-11-04 BRK.B BERKSHIRE HATHAWAY INC DEL4.3K shares-13.78%2025-09-302025-11-04 V VISA INC5.9K shares2.57%2025-09-302025-11-04 BLK BLACKROCK INC1.7K shares-23.12%2025-09-302025-11-04 TSM TAIWAN SEMICONDUCTOR MFG LTD6.9K shares-14.57%2025-09-302025-11-04 IQV IQVIA HLDGS INC10.2K shares13.88%2025-09-302025-11-04 GSK GSK PLC44.1K shares3.08%2025-09-302025-11-04 AMAT APPLIED MATLS INC9.1K shares4.55%2025-09-302025-11-04 LYG LLOYDS BANKING GROUP PLC388.8K shares0.70%2025-09-302025-11-04 GOOG ALPHABET INC6.5K shares0.26%2025-09-302025-11-04 GPC GENUINE PARTS CO11.3K shares-16.35%2025-09-302025-11-04 KO COCA COLA CO23.3K shares0.88%2025-09-302025-11-04 TFC TRUIST FINL CORP33.8K shares15.26%2025-09-302025-11-04 DUK DUKE ENERGY CORP NEW12.4K shares-10.29%2025-09-302025-11-04 AMT AMERICAN TOWER CORP NEW7.7K shares1.16%2025-09-302025-11-04 ELV ELEVANCE HEALTH INC FORMERLY4.5K shares-8.72%2025-09-302025-11-04 FIS FIDELITY NATL INFORMATION SV21.3K shares57.52%2025-09-302025-11-04 MA MASTERCARD INCORPORATED2.5K shares2.80%2025-09-302025-11-04 HII HUNTINGTON INGALLS INDS INC4.7K shares1.46%2025-09-302025-11-04 DIS DISNEY WALT CO11.6K shares8.96%2025-09-302025-11-04 WEC WEC ENERGY GROUP INC11.2K shares1.76%2025-09-302025-11-04 SYY SYSCO CORP14.9K shares1.58%2025-09-302025-11-04 AMGN AMGEN INC4.3K shares2.27%2025-09-302025-11-04 PFE PFIZER INC45.8K shares2.81%2025-09-302025-11-04 DOC HEALTHPEAK PROPERTIES INC59.9K sharesnew addition2025-09-302025-11-04 VZ VERIZON COMMUNICATIONS INC25.9K shares0.97%2025-09-302025-11-04 KMX CARMAX INC24.9K shares18.23%2025-09-302025-11-04 VUG VANGUARD INDEX FDS2.3K shares12.31%2025-09-302025-11-04 GD GENERAL DYNAMICS CORP3.1K shares2.04%2025-09-302025-11-04 VEA VANGUARD TAX-MANAGED FDS16.9K shares10.76%2025-09-302025-11-04 VOO VANGUARD INDEX FDS1.6K shares-8.32%2025-09-302025-11-04 NVS NOVARTIS AG7.3K shares-0.62%2025-09-302025-11-04 UL UNILEVER PLC15.5K shares-6.64%2025-09-302025-11-04 BK BANK NEW YORK MELLON CORP8.4K shares3.12%2025-09-302025-11-04 ADSK AUTODESK INC2.8K shares-2.91%2025-09-302025-11-04 CRM SALESFORCE INC3.8K shares2.12%2025-09-302025-11-04 COP CONOCOPHILLIPS9.4K shares-4.54%2025-09-302025-11-04 TXN TEXAS INSTRS INC4.8K shares-11.93%2025-09-302025-11-04 EIX EDISON INTL16.0K shares-26.36%2025-09-302025-11-04 DEO DIAGEO PLC9.2K shares1.84%2025-09-302025-11-04 ABNB AIRBNB INC7.2K shares8.98%2025-09-302025-11-04 ADI ANALOG DEVICES INC3.5K shares7.35%2025-09-302025-11-04 ES EVERSOURCE ENERGY12.0K shares-26.81%2025-09-302025-11-04 ORCL ORACLE CORP3.0K shares-44.27%2025-09-302025-11-04 UPS UNITED PARCEL SERVICE INC10.1K shares-7.23%2025-09-302025-11-04 ADBE ADOBE INC2.3K shares2.55%2025-09-302025-11-04 MCK MCKESSON CORP1.1K shares-1.58%2025-09-302025-11-04 NVDA NVIDIA CORPORATION4.4K shares1.51%2025-09-302025-11-04 QCOM QUALCOMM INC4.8K shares1.79%2025-09-302025-11-04 VTV VANGUARD INDEX FDS4.2K shares10.98%2025-09-302025-11-04 CHKP CHECK POINT SOFTWARE TECH LT3.7K shares3.15%2025-09-302025-11-04 COR CENCORA INC2.4K shares1.12%2025-09-302025-11-04 MAS MASCO CORP10.1K sharesnew addition2025-09-302025-11-04 VEEV VEEVA SYS INC2.0K shares4.39%2025-09-302025-11-04 BAC BANK AMERICA CORP10.9K shares5.48%2025-09-302025-11-04 SNY SANOFI SA11.9K shares-14.24%2025-09-302025-11-04 GIS GENERAL MLS INC10.1K shares1.80%2025-09-302025-11-04 PAGP PLAINS GP HLDGS L P27.7K shares1.90%2025-09-302025-11-04 AAPL APPLE INC1.9K shares-0.05%2025-09-302025-11-04 FI FISERV INC3.6K shares5.01%2025-09-302025-11-04 ECL ECOLAB INC1.7K shares2.66%2025-09-302025-11-04 EBAY EBAY INC.4.5K shares-37.60%2025-09-302025-11-04 UNH UNITEDHEALTH GROUP INC1.2K shares-9.11%2025-09-302025-11-04 BNDX VANGUARD CHARLOTTE FDS8.0K shares4.71%2025-09-302025-11-04 VWO VANGUARD INTL EQUITY INDEX F7.1K shares11.98%2025-09-302025-11-04 BSV VANGUARD BD INDEX FDS4.8K shares9.25%2025-09-302025-11-04 RTX RTX CORPORATION2.1K shares1.95%2025-09-302025-11-04 IGEB ISHARES TR7.0K shares-13.60%2025-09-302025-11-04 PEP PEPSICO INC2.1K shares-2.54%2025-09-302025-11-04 FTCS FIRST TR EXCHANGE-TRADED FD3.0K shares-7.02%2025-09-302025-11-04 USHY ISHARES TR7.3K shares-13.80%2025-09-302025-11-04 FDL FIRST TR EXCHANGE-TRADED FD6.2K shares0.80%2025-09-302025-11-04 VB VANGUARD INDEX FDS873 shares12.50%2025-09-302025-11-04 BIV VANGUARD BD INDEX FDS2.3K shares7.57%2025-09-302025-11-04 BLV VANGUARD BD INDEX FDS2.5K shares6.53%2025-09-302025-11-04 IGSB ISHARES TR2.9K shares-12.50%2025-09-302025-11-04 TFLO ISHARES TR2.4K shares-11.98%2025-09-302025-11-04 SHYG ISHARES TR2.4K shares-13.32%2025-09-302025-11-04 USIG ISHARES TR1.9K shares-13.84%2025-09-302025-11-04 HYDB ISHARES TR1.0K shares-13.69%2025-09-302025-11-04 FBT FIRST TR EXCHANGE-TRADED FD30 sharesnew addition2025-09-302025-11-04 VXF VANGUARD INDEX FDS3 sharesnew addition2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available