Twin City Private Wealth, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NOVARTIS AG | $993.1K | 0.8% |
| ANALOG DEVICES INC | $985.0K | 0.7% |
| United Parcel Service Inc | $981.8K | 0.7% |
| Airbnb, Inc. | $977.0K | 0.7% |
| CarMax Inc | $967.7K | 0.7% |
| UNILEVER PLC | $954.7K | 0.7% |
| ConocoPhillips | $953.2K | 0.7% |
| EDISON INTERNATIONAL | $945.9K | 0.7% |
| VANGUARD TAX-MANAGED FDS | $945.4K | 0.7% |
| EVERSOURCE ENERGY | $889.8K | 0.7% |
| Autodesk, Inc. | $887.4K | 0.7% |
| QUALCOMM INC/DE | $874.3K | 0.7% |
| MCKESSON CORP | $854.0K | 0.6% |
| ADOBE INC. | $849.8K | 0.6% |
| TEXAS INSTRUMENTS INC | $831.0K | 0.6% |
| Cencora Inc | $829.5K | 0.6% |
| ORACLE CORP | $826.2K | 0.6% |
| NVIDIA Corp | $813.5K | 0.6% |
| DIAGEO PLC | $789.1K | 0.6% |
| VANGUARD INDEX FDS | $717.8K | 0.5% |
| MASCO CORP /DE | $683.2K | 0.5% |
| BANK OF AMERICA CORP /DE | $621.5K | 0.5% |
| SANOFI | $589.2K | 0.4% |
| ECOLAB INC. | $514.4K | 0.4% |
| Apple Inc. | $512.0K | 0.4% |
| PLAINS GP HOLDINGS LPPAGP | $504.7K | 0.4% |
| VEEVA SYSTEMS INC | $475.7K | 0.4% |
| GENERAL MILLS INC | $466.8K | 0.4% |
| Dexcom Inc | $433.3K | 0.3% |
| EBAY INC | $420.7K | 0.3% |
| RTX Corp | $383.2K | 0.3% |
| VANGUARD CHARLOTTE FDS | $375.1K | 0.3% |
| VANGUARD BD INDEX FDS | $355.6K | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $353.1K | 0.3% |
| PEPSICO INC | $310.4K | 0.2% |
| FIRST TR EXCHANGE-TRADED FD | $273.8K | 0.2% |
| FIRST TR EXCHANGE-TRADED FD | $261.2K | 0.2% |
| ISHARES TR | $236.7K | 0.2% |
| ROYAL BK CDA | $218.1K | 0.2% |
| VANGUARD INDEX FDS | $206.1K | 0.2% |
| ISHARES TR | $202.3K | 0.2% |
| VANGUARD BD INDEX FDS | $168.9K | 0.1% |
| VANGUARD BD INDEX FDS | $166.4K | 0.1% |
| ISHARES TR | $35.5K | 0.0% |