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CIK: 0001907375
Total reported value
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$37.6M
56 檔
30.7%
According to the latest 13F quarterly dataset, Tcwp LLC managed an equity portfolio of $37.6M at the end of Q1 2024, spanning 56 distinct U.S. exchange-listed positions.
During Q1 2024, Tcwp LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.83% | — | -1.86% | |
| 2 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 7.19% | — | -3.32% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.06% | — | +1.31% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.76% | — | +0.46% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.82% | — | -41.01% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.70% | — | -4.10% | |
| 7 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 3.54% | — | +3.33% | |
| 8 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 3.11% | — | +4.45% | |
| 9 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.82% | — | -20.89% | |
| 10 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 2.80% | — | -0.14% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.69% | — | -0.99% | |
| 12 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 2.64% | — | +14.76% | |
| 13 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 2.17% | — | -0.17% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.91% | — | — | |
| 15 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 1.88% | — | — | |
| 16 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.79% | — | -1.71% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.71% | — | -0.21% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 1.71% | — | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.65% | — | +1.05% | |
| 20 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.60% | — | -11.14% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.56% | — | -26.58% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.46% | — | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.44% | — | — | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.42% | — | -2.61% | |
| 25 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.37% | — | -0.01% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.36% | — | -2.55% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.32% | — | -26.28% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 1.27% | — | +0.11% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.23% | — | +0.96% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.22% | — | +31.74% | |
| 31 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.14% | — | — | |
| 32 | LCTD | Ishares World Ex U.s. Carbon | ETF-Other | 1.10% | — | +6.55% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.06% | — | — | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.06% | — | +0.79% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.99% | — | -5.53% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.96% | — | -3.12% | |
| 37 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.88% | — | +37.29% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.82% | — | -1.88% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.81% | — | — | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | — | +2.09% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.79% | — | — | |
| 42 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.78% | — | +7.54% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.76% | — | +10.16% | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.71% | — | -31.25% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | — | -1.72% | |
| 46 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.70% | — | — | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | — | -22.34% | |
| 48 | ZTS | Zoetis Inc | Stock-Healthcare | 0.63% | — | +1.96% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.63% | — | — | |
| 50 | SNPS | Synopsys Inc | Stock-Tech | 0.62% | — | -4.24% |
According to official SEC Form 13F filings, Tcwp LLC reported a total U.S. public equity portfolio value of $37.6M across 56 disclosed positions in Q1 2024.
During Q1 2024, Tcwp LLC's top holdings by market value included AAPL (8.8%)、LCTU (7.2%)、MSFT (6.1%). The largest single position, AAPL, represented 8.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, LCTU, MSFT) accounted for 30.7% of total reported equity market value during Q1 2024.
In Q1 2024, Tcwp LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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