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| Happy Holidays!! thanks for using AUM13F!! |
| Twin City Private Wealth LLC
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| CRD # | 315836 |
| SEC # | 801-130041 |
| CIK # | 0002021982 |
| AUM | $129.9 M (2025-03-25) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 336-930-9494 |
| Address | 301 N Main Street Winstonsalem, NC 27101 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Philip Morris International Inc | 4.3 | ||
| J P Morgan Chase & Co | 3.6 | ||
| Wells Fargo & Co/MN | 3.4 | ||
| Microsoft Corp | 3.3 | ||
| Facebook Inc | 3.2 | ||
| Priceline Com Inc | 3.1 | ||
| Comcast Corp | 3.0 | ||
| Schwab Charles Corp | 2.8 | ||
| Entergy Corp /DE/ | 2.8 | ||
| Enbridge Inc | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 206 | 51.8 |
| (b) Individuals (high net worth individuals) | 54 | 78.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 480 | 129.9 |
| By Discretionary | ||
| Discretionary | 480 | 129.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 480 | 129.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 129.9 | |
| Total | 480 | 129.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002021982] |
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KY | 0.1 |
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0.1 | |
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JN Private Wealth Management LLC
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MD | 0.1 |
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Ethos Capital Management Inc
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