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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

TWIN CITY PRIVATE WEALTH, LLC

Quarter ended Q2 2025 · Filed August 4, 2025 · Accession 0001398344-25-014448

Total Value
$122.4M
Positions
102
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (102)

#IssuerTicker / CUSIPSharesValue% of Filing
1PHILIP MORRIS INTL INC71817210923,305$4.3M3.49%
2JPMORGAN CHASE & CO.VYLD12,396$3.6M2.94%
3WELLS FARGO CO NEW94974610142,224$3.4M2.76%
4MICROSOFT CORPMSFT6,592$3.3M2.68%
5META PLATFORMS INCMETA4,271$3.2M2.58%
6BOOKING HOLDINGS INCBKNG541$3.1M2.56%
7COMCAST CORP NEWCCZ85,231$3.0M2.49%
8SCHWAB CHARLES CORPSCHW-PJ31,033$2.8M2.31%
9ENTERGY CORP NEWENO33,232$2.8M2.26%
10ENBRIDGE INCENNPF60,817$2.8M2.25%
11MEDTRONIC PLCMDT28,699$2.5M2.06%
12BERKSHIRE HATHAWAY INC DELBRK-A5,042$2.4M2.00%
13AMAZON COM INCAMZN10,872$2.4M1.95%
14BECTON DICKINSON & COBDX13,581$2.3M1.91%
15AIR PRODS & CHEMS INCAIIR8,275$2.3M1.91%
16BLACKROCK INCBLK2,219$2.3M1.90%
17EXXON MOBIL CORPXOM21,355$2.3M1.88%
18LAMAR ADVERTISING CO NEWLAMR18,735$2.3M1.86%
19STARBUCKS CORPSBUX23,581$2.2M1.77%
20ALPHABET INCGOOG12,090$2.1M1.74%
21OMNICOM GROUP INCOMC29,076$2.1M1.72%
22VISA INCV5,755$2.0M1.67%
23ELEVANCE HEALTH INCELV4,906$1.9M1.56%
24TAIWAN SEMICONDUCTOR MFG LTD8740391008,093$1.8M1.50%
25AMERICAN TOWER CORP NEW03027X1007,652$1.7M1.39%
26GSK PLCGLAXF42,747$1.7M1.36%
27GENUINE PARTS COGPC13,479$1.6M1.35%
28COCA COLA COKO23,056$1.6M1.34%
29LLOYDS BANKING GROUP PLCLLOBF386,100$1.6M1.34%
30DUKE ENERGY CORP NEWDUKB13,825$1.6M1.33%
31APPLIED MATLS INC0382221058,711$1.6M1.30%
32CARMAX INCKMX21,059$1.4M1.16%
33IQVIA HLDGS INCIQV8,946$1.4M1.15%
34MASTERCARD INCORPORATEDMA2,391$1.3M1.10%
35DISNEY WALT CO25468710610,665$1.3M1.08%
36TRUIST FINL CORP89832Q10929,287$1.3M1.03%
37ORACLE CORPORCL-PD5,388$1.2M0.96%
38AMGEN INCAMGN4,188$1.2M0.96%
39ALPHABET INCGOOG6,497$1.2M0.94%
40WEC ENERGY GROUP INCWEC10,997$1.1M0.94%
41TEXAS INSTRS INC8825081045,472$1.1M0.93%
42HUNTINGTON INGALLS INDS INC4464131064,671$1.1M0.92%
43EDISON INTL28102010721,699$1.1M0.91%
44VERIZON COMMUNICATIONS INCVZ25,652$1.1M0.91%
45SYSCO CORPSYY14,620$1.1M0.90%
46FIDELITY NATL INFORMATION SV31620M10613,529$1.1M0.90%
47UNITED PARCEL SERVICE INCUPS10,846$1.1M0.89%
48PFIZER INCPFE44,509$1.1M0.88%
49EVERSOURCE ENERGYES16,450$1.0M0.86%
50UNILEVER PLCUNLYF16,646$1.0M0.83%
51SALESFORCE INCCRM3,678$1.0M0.82%
52VANGUARD INDEX FDS9229083631,754$999,1220.82%
53DIAGEO PLCDGEAF9,028$910,4160.74%
54AUTODESK INCADSK2,919$903,6350.74%
55NOVARTIS AGNVSEF7,382$893,2960.73%
56GENERAL DYNAMICS CORPGD3,036$885,3970.72%
57VANGUARD INDEX FDS9229087362,014$883,9690.72%
58CONOCOPHILLIPSCOP9,823$881,5110.72%
59ADOBE INCADBE2,277$880,9260.72%
60AIRBNB INCABNB6,581$870,9300.71%
61VANGUARD TAX-MANAGED FDS92194385815,244$869,0760.71%
62CHECK POINT SOFTWARE TECH LTM224651043,592$794,7300.65%
63MCKESSON CORPMCK1,076$789,2180.64%
64ANALOG DEVICES INCADI3,277$780,0920.64%
65QUALCOMM INCQCOM4,741$754,9730.62%
66BANK NEW YORK MELLON CORP0640581008,106$738,4950.60%
67CENCORA INCCOR2,325$697,0780.57%
68NVIDIA CORPORATIONNVDA4,297$678,9020.55%
69VANGUARD INDEX FDS9229087443,790$672,9630.55%
70SANOFISNYNF13,837$668,4660.55%
71FISERV INCFISV3,392$584,8150.48%
72VEEVA SYS INCVEEV1,913$550,9060.45%
73EBAY INC.EBAY7,210$536,8360.44%
74PLAINS GP HLDGS L PPAGP27,227$529,0250.43%
75GENERAL MLS INC3703341049,943$515,1470.42%
76BANK AMERICA CORP06050510410,334$489,0080.40%
77ECOLAB INCECL1,617$436,7860.36%
78UNITEDHEALTH GROUP INCUNH1,274$397,5820.32%
79APPLE INCAAPL1,885$386,8400.32%
80VANGUARD CHARLOTTE FDS92203J4077,625$377,5030.31%
81ISHARES TR46435G2198,153$370,4730.30%
82VANGUARD BD INDEX FDS9219378274,379$344,6500.28%
83ISHARES TR46435U8538,477$317,9910.26%
84VANGUARD INTL EQUITY INDEX F9220428586,353$314,2380.26%
85RTX CORPORATIONRTX2,049$299,1570.24%
86FIRST TR EXCHANGE-TRADED FD33733E1043,249$295,3010.24%
87PEPSICO INCPEP2,168$286,2490.23%
88FIRST TR EXCHANGE-TRADED FD3369171096,136$256,9290.21%
89VANGUARD INDEX FDS922908751776$184,4730.15%
90ISHARES TR4642886463,320$175,1640.14%
91VANGUARD BD INDEX FDS9219378192,140$165,4760.14%
92VANGUARD BD INDEX FDS9219377932,329$161,9410.13%
93ISHARES TR46434V8602,713$137,4140.11%
94ISHARES TR46435G4744,784$129,8470.11%
95ISHARES TR46434V4072,785$120,1450.10%
96ISHARES TR4642886202,160$111,1110.09%
97ISHARES TR46435G2501,169$55,4990.05%
98ISHARES TR464288281400$37,0480.03%
99ISHARES TR46435U549709$33,7060.03%
100ISHARES TR46435G425117$15,8310.01%
101ISHARES TR46435G51649$4,3720.00%
102ISHARES TR46435U66341$1,6950.00%