Holdings
Twin City Private Wealth, LLC
As of Jun 30, 2026, Twin City Private Wealth, LLC reported 81 positions worth US$129M. Largest: Applied Materials, Inc., Alphabet Inc (google) Class C and Jp Morgan Chase & Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applied Materials, Inc. | 7,372 | US$5.33M | −906 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 13,533 | US$4.84M | −2,301 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 13,274 | US$4.34M | +129 | Jun 30, 2026 |
| Philip Morris International Inc | 22,651 | US$4.13M | −1,909 | Jun 30, 2026 |
| Amazon.com, Inc. | 16,328 | US$3.89M | −520 | Jun 30, 2026 |
| Elevance Health, Inc. | 9,187 | US$3.55M | +28 | Jun 30, 2026 |
| Wells Fargo & Company | 42,497 | US$3.51M | +783 | Jun 30, 2026 |
| Microsoft Corp. | 9,160 | US$3.42M | +69 | Jun 30, 2026 |
| Booking Holdings Inc. Common Stock | 18,676 | US$3.33M | +17,932 | Jun 30, 2026 |
| Charles Schwab Corporation (the) | 34,446 | US$3.18M | +264 | Jun 30, 2026 |