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Home > Institutional Investor > Twin City Private Wealth, Llc > Profile

Instuitional Investor - Twin City Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Twin City Private Wealth, Llc
Portfolio Value $142,633,090
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Applied Materials Inc
 AMAT 7,372 $5,329,940 3.74%
2.
Jpmorgan Chase & Co
 JPM 13,274 $4,344,876 3.05%
3.
Philip Morris International Inc.
 PM 22,651 $4,130,494 2.9%
4.
Amazon Com Inc
 AMZN 16,328 $3,891,616 2.73%
5.
Elevance Health Inc.
 ELV 9,187 $3,552,847 2.49%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.