TL

TCWP LLC

13F
TCWP LLC
Last update 2024-08-13 59 Stocks (6 new)
Value $41.00 Mil Turnover 6 %
Countries:
Top Holdings: AAPL(10.03%)LCTU(6.52%)NVDA(5.94%)MSFT(5.92%)EFG(3.66%)
Portfolio Report
Summary Stock Picks Current Portfolio
TCWP LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
19,410
4088.130
+0.22%
10.030
+0.02%
0.000
+6.64%
+18.46%
3430687.188
Hardware
LCTU 		BlackRock U.S. Carbon Transition Readiness ETF
44,717
2656.520
-4.99%
6.520
-0.36%
-
+12.88%
+24.76%
1281.452
 
NVDA 		NVIDIA Corp
19,607
2422.250
-0.97%
5.940
-0.05%
0.000
+40.65%
+198.17%
3621363.900
Semiconductors
MSFT 		Microsoft Corp
5,396
2411.740
-0.30%
5.920
-0.02%
0.000
+5.12%
+12.98%
3141534.523
Software
EFG 		iShares MSCI EAFE Growth ETF
14,598
1493.360
+8.98%
3.660
+0.30%
-
+1.69%
+4.65%
14432.877
 
DSI 		iShares MSCI KLD 400 Social Index Fund
13,098
1360.240
-0.82%
3.340
-0.03%
-
+14.03%
+25.34%
4969.748
 
SPLG 		SPDR Portfolio S&P 500 ETF
20,130
1288.340
-13.79%
3.160
-0.53%
-
+12.74%
+25.89%
50809.088
 
USXF 		iShares ESG Advanced MSCI USA ETF
25,537
1189.520
-1.42%
2.920
-0.04%
-
+16.21%
+31.27%
1272.678
 
AMZN 		Amazon.com Inc
5,733
1107.900
+2.36%
2.720
+0.06%
0.000
+25.56%
+37.01%
2189014.992
Retail - Cyclical
ESGU 		iShares MSCI USA ESG Optimized ETF
9,124
1088.640
-1.15%
2.670
-0.03%
-
+12.96%
+25.41%
14065.821
 

TCWP LLC's Historical Top Holdings Breakdowns

TCWP LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI 		Vanguard Total Stock Market ETF2024-06-30New Buy
+1.02%
●
245.23 ($258.82) 269.4
$296.71
14.64%
New holding
1,555
1,555
IEMG 		iShares Core MSCI Emerging Markets ETF2024-06-30New Buy
+0.83%
●
50.02 ($52.73) 54.95
$55.83
5.88%
New holding
6,339
6,339
PANW 		Palo Alto Networks Inc2024-06-30New Buy
+0.58%
●
265.2 ($299.14) 340.82
$391.40
30.84%
New holding
703
703
CSCO 		Cisco Systems Inc2024-06-30Sold Out
-0.56%
●
45.52 ($47.48) 50.04
$58.06
22.28%
Sold Out
0
-4,228
IVLU 		iShares MSCI Intl Value Factor ETF2024-06-30Sold Out
-0.55%
●
27.14 ($28.19) 29.24
$28.22
0.11%
Sold Out
0
-7,264
CSX 		CSX Corp2024-06-30Sold Out
-0.55%
●
32.18 ($33.96) 36.78
$36.00
6.01%
Sold Out
0
-5,557
QCOM 		Qualcomm Inc2024-06-30New Buy
+0.54%
●
157.63 ($188.89) 227.09
$170.85
-9.55%
New holding
1,107
1,107
NFLX 		Netflix Inc2024-06-30New Buy
+0.53%
●
550.64 ($624.55) 686.12
$795.04
27.30%
New holding
320
320
SPLG 		SPDR Portfolio S&P 500 ETF2024-06-30Reduce
-0.53%
●
58.24 ($61.56) 64.51
$70.37
14.31%
Reduce -13.79%
20,130
-3,220
IVW 		iShares S&P 500 Growth ETF2024-06-30Add
+0.51%
●
79.31 ($86.21) 93.31
$101.14
17.32%
Add 62.55%
5,842
2,248

TCWP LLC Total Holding History ($B)

To

TCWP LLC's Asset Allocation

To

TCWP LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

TCWP LLC's Hypothetical Growth since 2024-06-30

TCWP LLC's Yearly Returns

Year Portfolio % % Excess Gain %

TCWP LLC's Holdings Heat Map

Size field:

TCWP LLC's Holdings Bubble Chart

TCWP LLC News

  • 1

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