Twin City Private Wealth as of June 30, 2025
Portfolio Holdings for Twin City Private Wealth
Twin City Private Wealth holds 102 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Philip Morris International (PM) | 3.5 | $4.3M | 23k | 183.46 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $3.6M | 12k | 289.92 | |
| Wells Fargo & Company (WFC) | 2.8 | $3.4M | 42k | 80.12 | |
| Microsoft Corporation (MSFT) | 2.7 | $3.3M | 6.6k | 497.44 | |
| Meta Platforms Cl A (META) | 2.6 | $3.2M | 4.3k | 738.16 | |
| Booking Holdings (BKNG) | 2.6 | $3.1M | 541.00 | 5788.56 | |
| Comcast Corp Cl A (CMCSA) | 2.5 | $3.0M | 85k | 35.69 | |
| Charles Schwab Corporation (SCHW) | 2.3 | $2.8M | 31k | 91.24 | |
| Entergy Corporation (ETR) | 2.3 | $2.8M | 33k | 83.12 | |
| Enbridge (ENB) | 2.3 | $2.8M | 61k | 45.32 | |
| Medtronic SHS (MDT) | 2.1 | $2.5M | 29k | 87.87 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $2.4M | 5.0k | 485.77 | |
| Amazon (AMZN) | 1.9 | $2.4M | 11k | 219.39 | |
| Becton, Dickinson and (BDX) | 1.9 | $2.3M | 14k | 172.25 | |
| Air Products & Chemicals (APD) | 1.9 | $2.3M | 8.3k | 282.06 | |
| Blackrock (BLK) | 1.9 | $2.3M | 2.2k | 1049.49 | |
| Exxon Mobil Corporation (XOM) | 1.9 | $2.3M | 21k | 107.80 | |
| Lamar Advertising Cl A (LAMR) | 1.9 | $2.3M | 19k | 121.36 | |
| Starbucks Corporation (SBUX) | 1.8 | $2.2M | 24k | 91.63 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $2.1M | 12k | 176.23 | |
| Omni (OMC) | 1.7 | $2.1M | 29k | 72.60 | |
| Visa Com Cl A (V) | 1.7 | $2.0M | 5.8k | 355.03 | |
| Anthem (ELV) | 1.6 | $1.9M | 4.9k | 388.92 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.5 | $1.8M | 8.1k | 227.40 | |
| American Tower Reit (AMT) | 1.4 | $1.7M | 7.7k | 222.75 | |
| GSK Sponsored Adr (GSK) | 1.4 | $1.7M | 43k | 38.83 | |
| Genuine Parts Company (GPC) | 1.3 | $1.6M | 14k | 122.19 | |
| Coca-Cola Company (KO) | 1.3 | $1.6M | 23k | 71.21 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 1.3 | $1.6M | 386k | 4.25 | |
| Duke Energy Corp Com New (DUK) | 1.3 | $1.6M | 14k | 118.00 | |
| Applied Materials (AMAT) | 1.3 | $1.6M | 8.7k | 183.07 | |
| CarMax (KMX) | 1.2 | $1.4M | 21k | 67.21 | |
| Iqvia Holdings (IQV) | 1.2 | $1.4M | 8.9k | 157.59 | |
| Mastercard Incorporated Cl A (MA) | 1.1 | $1.3M | 2.4k | 561.90 | |
| Walt Disney Company (DIS) | 1.1 | $1.3M | 11k | 124.01 | |
| Truist Financial Corp equities (TFC) | 1.0 | $1.3M | 29k | 42.99 | |
| Oracle Corporation (ORCL) | 1.0 | $1.2M | 5.4k | 218.62 | |
| Amgen (AMGN) | 1.0 | $1.2M | 4.2k | 279.21 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.2M | 6.5k | 177.39 | |
| Wec Energy Group (WEC) | 0.9 | $1.1M | 11k | 104.20 | |
| Texas Instruments Incorporated (TXN) | 0.9 | $1.1M | 5.5k | 207.63 | |
| Huntington Ingalls Inds (HII) | 0.9 | $1.1M | 4.7k | 241.47 | |
| Edison International (EIX) | 0.9 | $1.1M | 22k | 51.60 | |
| Verizon Communications (VZ) | 0.9 | $1.1M | 26k | 43.27 | |
| SYSCO Corporation (SYY) | 0.9 | $1.1M | 15k | 75.74 | |
| Fidelity National Information Services (FIS) | 0.9 | $1.1M | 14k | 81.41 | |
| United Parcel Service CL B (UPS) | 0.9 | $1.1M | 11k | 100.94 | |
| Pfizer (PFE) | 0.9 | $1.1M | 45k | 24.24 | |
| Eversource Energy (ES) | 0.9 | $1.0M | 17k | 63.62 | |
| Unilever Spon Adr New (UL) | 0.8 | $1.0M | 17k | 61.17 | |
| salesforce (CRM) | 0.8 | $1.0M | 3.7k | 273.14 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $999k | 1.8k | 569.62 | |
| Diageo Spon Adr New (DEO) | 0.7 | $910k | 9.0k | 100.84 | |
| Autodesk (ADSK) | 0.7 | $904k | 2.9k | 309.57 | |
| Novartis Sponsored Adr (NVS) | 0.7 | $893k | 7.4k | 121.01 | |
| General Dynamics Corporation (GD) | 0.7 | $885k | 3.0k | 291.63 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $884k | 2.0k | 438.91 | |
| ConocoPhillips (COP) | 0.7 | $882k | 9.8k | 89.74 | |
| Adobe Systems Incorporated (ADBE) | 0.7 | $881k | 2.3k | 386.88 | |
| Airbnb Com Cl A (ABNB) | 0.7 | $871k | 6.6k | 132.34 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $869k | 15k | 57.01 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.6 | $795k | 3.6k | 221.25 | |
| McKesson Corporation (MCK) | 0.6 | $789k | 1.1k | 733.47 | |
| Analog Devices (ADI) | 0.6 | $780k | 3.3k | 238.05 | |
| Qualcomm (QCOM) | 0.6 | $755k | 4.7k | 159.24 | |
| Bank of New York Mellon Corporation (BK) | 0.6 | $739k | 8.1k | 91.10 | |
| AmerisourceBergen (COR) | 0.6 | $697k | 2.3k | 299.82 | |
| NVIDIA Corporation (NVDA) | 0.6 | $679k | 4.3k | 157.99 | |
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $673k | 3.8k | 177.56 | |
| Sanofi Sponsored Adr (SNY) | 0.5 | $669k | 14k | 48.31 | |
| Fiserv (FI) | 0.5 | $585k | 3.4k | 172.41 | |
| Veeva Sys Cl A Com (VEEV) | 0.5 | $551k | 1.9k | 287.98 | |
| eBay (EBAY) | 0.4 | $537k | 7.2k | 74.46 | |
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.4 | $529k | 27k | 19.43 | |
| General Mills (GIS) | 0.4 | $515k | 9.9k | 51.81 | |
| Bank of America Corporation (BAC) | 0.4 | $489k | 10k | 47.32 | |
| Ecolab (ECL) | 0.4 | $437k | 1.6k | 270.12 | |
| UnitedHealth (UNH) | 0.3 | $398k | 1.3k | 312.07 | |
| Apple (AAPL) | 0.3 | $387k | 1.9k | 205.22 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $378k | 7.6k | 49.51 | |
| Ishares Tr Investment Grade (IGEB) | 0.3 | $371k | 8.2k | 45.44 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $345k | 4.4k | 78.71 | |
| Ishares Tr Broad Usd High (USHY) | 0.3 | $318k | 8.5k | 37.51 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $314k | 6.4k | 49.46 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $299k | 2.0k | 146.00 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $295k | 3.2k | 90.89 | |
| Pepsi (PEP) | 0.2 | $286k | 2.2k | 132.03 | |
| First Tr Exchange-traded SHS (FDL) | 0.2 | $257k | 6.1k | 41.87 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $185k | 776.00 | 237.72 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $175k | 3.3k | 52.76 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $166k | 2.1k | 77.33 | |
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $162k | 2.3k | 69.53 | |
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $137k | 2.7k | 50.65 | |
| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $130k | 4.8k | 27.14 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $120k | 2.8k | 43.14 | |
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $111k | 2.2k | 51.44 | |
| Ishares Tr High Yld Systm B (HYDB) | 0.0 | $56k | 1.2k | 47.48 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $37k | 400.00 | 92.62 | |
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $34k | 709.00 | 47.54 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $16k | 117.00 | 135.31 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $4.4k | 49.00 | 89.22 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $1.7k | 41.00 | 41.34 |