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Tcwp LLC Top Holdings and 13F Report (2024)

About Tcwp LLC

Investment Activity

  • Tcwp LLC has $0.00 in total holdings as of September 30, 2024.
  • Tcwp LLC owns shares of 1 different stock, but just 0 companies or ETFs make up 80% of its holdings.
  • About ∞ of the portfolio was sold this quarter.
  • This quarter, Tcwp LLC has purchased 59 new stocks and bought additional shares in 0 stocks.
  • Tcwp LLC sold shares of 0 stocks and completely divested from 60 stocks this quarter.

Largest Holdings

N/A
$0

Largest New Holdings this Quarter

N/A
$0 Holding

Sector Allocation Over Time

Map of 500 Largest Holdings ofTcwp LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
N/A
$0New Holding0NaNN/A
Apple Inc. stock logo
AAPL
Apple
$0$4,088,134 ▼-100.0%0NaNComputer and Technology
BlackRock U.S. Carbon Transition Readiness ETF stock logo
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
$0$2,656,518 ▼-100.0%0NaNETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$0$2,422,254 ▼-100.0%0NaNComputer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$0$2,411,742 ▼-100.0%0NaNComputer and Technology
EFG
iShares MSCI EAFE Growth ETF
$0$1,493,363 ▼-100.0%0NaNETF
iShares MSCI KLD 400 Social ETF stock logo
DSI
iShares MSCI KLD 400 Social ETF
$0$1,360,240 ▼-100.0%0NaNETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$0$1,288,344 ▼-100.0%0NaNETF
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$0$1,189,523 ▼-100.0%0NaNManufacturing
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$0$1,107,902 ▼-100.0%0NaNRetail/Wholesale
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$0$1,088,638 ▼-100.0%0NaNManufacturing
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$0$1,079,539 ▼-100.0%0NaNETF
iShares ESG Aware USD Corporate Bond ETF stock logo
SUSC
iShares ESG Aware USD Corporate Bond ETF
$0$944,253 ▼-100.0%0NaNManufacturing
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$0$890,422 ▼-100.0%0NaNETF
DMXF
iShares ESG Advanced MSCI EAFE ETF
$0$807,464 ▼-100.0%0NaNManufacturing
Broadcom Inc. stock logo
AVGO
Broadcom
$0$781,917 ▼-100.0%0NaNComputer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$0$763,391 ▼-100.0%0NaNComputer and Technology
iShares ESG MSCI USA Leaders ETF stock logo
SUSL
iShares ESG MSCI USA Leaders ETF
$0$733,479 ▼-100.0%0NaNManufacturing
Alphabet Inc. stock logo
GOOG
Alphabet
$0$628,580 ▼-100.0%0NaNComputer and Technology
DFAT
Dimensional U.S. Targeted Value ETF
$0$611,495 ▼-100.0%0NaNETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$0$571,653 ▼-100.0%0NaNRetail/Wholesale
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$0$567,797 ▼-100.0%0NaNETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$0$543,270 ▼-100.0%0NaNFinance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$0$540,626 ▼-100.0%0NaNETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$529,121 ▼-100.0%0NaNMedical
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$0$520,786 ▼-100.0%0NaNManufacturing
QUAL
iShares MSCI USA Quality Factor ETF
$0$511,003 ▼-100.0%0NaNETF
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$0$507,773 ▼-100.0%0NaNETF
AbbVie Inc. stock logo
ABBV
AbbVie
$0$503,543 ▼-100.0%0NaNMedical
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$0$491,521 ▼-100.0%0NaNETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$0$475,673 ▼-100.0%0NaNETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$0$474,419 ▼-100.0%0NaNMedical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$0$463,378 ▼-100.0%0NaNComputer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$0$453,045 ▼-100.0%0NaNRetail/Wholesale
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$0$443,076 ▼-100.0%0NaNETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$0$417,808 ▼-100.0%0NaNManufacturing
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$0$415,997 ▼-100.0%0NaNETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$0$407,819 ▼-100.0%0NaNComputer and Technology
LCTD
BlackRock World ex U.S. Carbon Transition Readiness ETF
$0$362,265 ▼-100.0%0NaNETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$0$339,336 ▼-100.0%0NaNETF
Oracle Co. stock logo
ORCL
Oracle
$0$319,840 ▼-100.0%0NaNComputer and Technology
iShares ESG Advanced Total USD Bond Market ETF stock logo
EUSB
iShares ESG Advanced Total USD Bond Market ETF
$0$303,524 ▼-100.0%0NaNETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$0$298,466 ▼-100.0%0NaNComputer and Technology
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$0$290,935 ▼-100.0%0NaNManufacturing
Visa Inc. stock logo
V
Visa
$0$287,930 ▼-100.0%0NaNBusiness Services
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$0$284,713 ▼-100.0%0NaNMedical
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$0$278,492 ▼-100.0%0NaNETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$0$268,877 ▼-100.0%0NaNETF
Synopsys, Inc. stock logo
SNPS
Synopsys
$0$246,355 ▼-100.0%0NaNComputer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$0$242,363 ▼-100.0%0NaNMedical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$0$238,377 ▼-100.0%0NaNFinance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$0$238,324 ▼-100.0%0NaNComputer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$0$237,181 ▼-100.0%0NaNRetail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$0$221,628 ▼-100.0%0NaNETF
Mastercard Incorporated stock logo
MA
Mastercard
$0$220,580 ▼-100.0%0NaNBusiness Services
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$0$220,492 ▼-100.0%0NaNComputer and Technology
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$0$219,895 ▼-100.0%0NaNManufacturing
Netflix, Inc. stock logo
NFLX
Netflix
$0$215,962 ▼-100.0%0NaNConsumer Discretionary
McDonald's Co. stock logo
MCD
McDonald's
$0$203,617 ▼-100.0%0NaNRetail/Wholesale
Lloyds Banking Group plc stock logo
LYG
Lloyds Banking Group
$0$31,972 ▼-100.0%0NaNFinance

Showing largest 100 holdings. View all holdings.
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