TWIN CITY PRIVATE WEALTH, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, TWIN CITY PRIVATE WEALTH, LLC held in its portfolio 94 assets valued at $132,202,662 (i.e. $132.20M).
The most valuable assets in the portfolio included: JPMORGAN CHASE & CO. ($4.50M), WELLS FARGO CO NEW ($4.09M), and PHILIP MORRIS INTL INC ($4.02M).
The chart below shows the top 10 valuable assets, and the table below shows the top 94 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
TWIN CITY PRIVATE WEALTH, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| JPMORGAN CHASE & CO. | 13956 | 4496757 | COM |
| WELLS FARGO CO NEW | 43865 | 4088193 | COM |
| PHILIP MORRIS INTL INC | 24854 | 4022483 | COM |
| MICROSOFT CORP | 7579 | 3665162 | COM |
| META PLATFORMS INC | 5135 | 3389327 | CL A |
| AMAZON COM INC | 14573 | 3363740 | COM |
| ALPHABET INC | 10676 | 3341707 | CAP STK CL A |
| SCHWAB CHARLES CORP | 33340 | 3331026 | COM |
| BOOKING HOLDINGS INC | 582 | 3116592 | COM |
| BECTON DICKINSON & CO | 15265 | 2962458 | COM |
| ENBRIDGE INC | 59983 | 2868987 | COM |
| ENTERGY CORP NEW | 30310 | 2801539 | COM |
| MEDTRONIC PLC | 27451 | 2656150 | SHS |
| COMCAST CORP NEW | 87166 | 2605403 | CL A |
| EXXON MOBIL CORP | 21500 | 2587294 | COM |
| OMNICOM GROUP INC | 29398 | 2398044 | COM |
| APPLIED MATLS INC | 9245 | 2375786 | COM |
| BERKSHIRE HATHAWAY INC DEL | 4588 | 2306159 | CL B NEW |
| STARBUCKS CORP | 26974 | 2271482 | COM |
| LAMAR ADVERTISING CO NEW | 17896 | 2265287 | CL A |
| IQVIA HLDGS INC | 10013 | 2257031 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 7290 | 2220901 | SPONSORED ADS |
| GSK PLC | 43912 | 2172214 | SPONSORED ADR |
| AIR PRODS & CHEMS INC | 8476 | 2093786 | COM |
| VISA INC | 5895 | 2067494 | COM CL A |
| BLACKROCK INC | 1686 | 1804464 | COM |
| LLOYDS BANKING GROUP PLC | 338220 | 1792568 | SPONSORED ADR |
| ALPHABET INC | 5637 | 1768925 | CAP STK CL C |
| ELEVANCE HEALTH INC FORMERLY | 4767 | 1670910 | COM |
| TRUIST FINL CORP | 32538 | 1601219 | COM |
| COCA COLA CO | 22805 | 1594311 | COM |
| HUNTINGTON INGALLS INDS INC | 4664 | 1585991 | COM |
| DUKE ENERGY CORP NEW | 13101 | 1535528 | COM NEW |
| FIDELITY NATL INFORMATION SV | 21871 | 1453517 | COM |
| MASTERCARD INCORPORATED | 2541 | 1450502 | CL A |
| AMGEN INC | 4316 | 1412743 | COM |
| DISNEY WALT CO | 12252 | 1402805 | COM |
| GENUINE PARTS CO | 11232 | 1392710 | COM |
| AMERICAN TOWER CORP NEW | 7799 | 1382345 | COM |
| WEC ENERGY GROUP INC | 12726 | 1342073 | COM |
| SALESFORCE INC | 4410 | 1169972 | COM |
| SYSCO CORP | 15107 | 1113239 | COM |
| GENERAL DYNAMICS CORP | 3252 | 1094695 | COM |
| PFIZER INC | 43562 | 1084683 | COM |
| CHECK POINT SOFTWARE TECH LT | 5840 | 1083671 | ORD |
| VERIZON COMMUNICATIONS INC | 25859 | 1053241 | COM |
| HEALTHPEAK PROPERTIES INC | 63988 | 1028922 | COM |
| VANGUARD INDEX FDS | 1612 | 1010784 | S&P 500 ETF SHS |
| BANK NEW YORK MELLON CORP | 8693 | 1009114 | COM |
| VANGUARD INDEX FDS | 2059 | 1004715 | GROWTH ETF |
| NOVARTIS AG | 7203 | 993078 | SPONSORED ADR |
| ANALOG DEVICES INC | 3632 | 985010 | COM |
| UNITED PARCEL SERVICE INC | 9898 | 981792 | CL B |
| AIRBNB INC | 7199 | 977049 | COM CL A |
| CARMAX INC | 25045 | 967739 | COM |
| UNILEVER PLC | 14598 | 954710 | SPON ADR NEW |
| CONOCOPHILLIPS | 10183 | 953237 | COM |
| EDISON INTL | 15760 | 945913 | COM |
| VANGUARD TAX-MANAGED FDS | 15134 | 945411 | VAN FTSE DEV MKT |
| EVERSOURCE ENERGY | 13215 | 889773 | COM |
| AUTODESK INC | 2998 | 887438 | COM |
| QUALCOMM INC | 5111 | 874292 | COM |
| MCKESSON CORP | 1040 | 853975 | COM |
| ADOBE INC | 2428 | 849776 | COM |
| TEXAS INSTRS INC | 4790 | 831050 | COM |
| CENCORA INC | 2456 | 829493 | COM |
| ORACLE CORP | 4239 | 826181 | COM |
| NVIDIA CORPORATION | 4362 | 813516 | COM |
| DIAGEO PLC | 9147 | 789087 | SPON ADR NEW |
| VANGUARD INDEX FDS | 3758 | 717760 | VALUE ETF |
| MASCO CORP | 10765 | 683161 | COM |
| BANK AMERICA CORP | 11299 | 621469 | COM |
| SANOFI SA | 12159 | 589226 | SPONSORED ADR |
| ECOLAB INC | 1955 | 514423 | COM |
| APPLE INC | 1883 | 511965 | COM |
| PLAINS GP HLDGS L P | 26368 | 504683 | LTD PARTNR INT A |
| VEEVA SYS INC | 2131 | 475704 | CL A COM |
| GENERAL MLS INC | 10038 | 466776 | COM |
| DEXCOM INC | 6529 | 433330 | COM |
| EBAY INC. | 4830 | 420690 | COM |
| RTX CORPORATION | 2089 | 383205 | COM |
| VANGUARD CHARLOTTE FDS | 7762 | 375062 | TOTAL INT BD ETF |
| VANGUARD BD INDEX FDS | 4513 | 355638 | SHORT TRM BOND |
| VANGUARD INTL EQUITY INDEX F | 6569 | 353148 | FTSE EMR MKT ETF |
| PEPSICO INC | 2141 | 310380 | COM |
| FIRST TR EXCHANGE-TRADED FD | 2960 | 273837 | CAP STRENGTH ETF |
| FIRST TR EXCHANGE-TRADED FD | 5890 | 261180 | SHS |
| ISHARES TR | 5184 | 236702 | INVESTMENT GRADE |
| ROYAL BK CDA | 1279 | 218057 | COM |
| VANGUARD INDEX FDS | 799 | 206064 | SMALL CP ETF |
| ISHARES TR | 5410 | 202308 | BROAD USD HIGH |
| VANGUARD BD INDEX FDS | 2168 | 168859 | INTERMED TERM |
| VANGUARD BD INDEX FDS | 2393 | 166353 | LONG TERM BOND |
| ISHARES TR | 750 | 35513 | HIGH YLD SYSTM B |
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