Texas Capital Bank Wealth Management Services Inc

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$1.02B
Signature - Title
David Lucas - Risk and Compliance Group Manager
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Texas Capital Bank Wealth Management Services Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Texas Capital Bank Wealth Management Services Inc reported 200 stock holdings with total value $1.02B as of Q3 2024. Top holdings included VOO, NVDA, IEFA, IWR, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 200 $1.02B +$62.1M -$57.5M +$4.68M VOO, NVDA, IEFA, IWR, AAPL 13F-HR 11/14/2024, 10:21 AM
Q2 2024 198 $962M +$119M -$38.7M +$80.7M VOO, NVDA, IEFA, IWR, AAPL 13F-HR 8/15/2024, 10:43 AM
Q1 2024 197 $910M +$73.4M -$84.1M -$10.7M VOO, IEFA, NVDA, IWR, AAPL 13F-HR 5/13/2024, 03:46 PM
Q4 2023 211 $845M +$85.2M -$115M -$29.7M VOO, IEFA, IWR, NVDA, AAPL 13F-HR 2/8/2024, 04:07 PM
Q3 2023 212 $792M +$25.3M -$132M -$107M VOO, IWR, IEFA, NVDA, AAPL 13F-HR 11/14/2023, 03:16 PM
Q2 2023 226 $932M +$78.7M -$63.9M +$14.8M VOO, IWR, IEFA, AAPL, NVDA 13F-HR 8/9/2023, 04:41 PM
Q1 2023 189 $863M +$86.3M -$90.7M -$4.43M VOO, IWR, IEFA, AAPL, IVE 13F-HR 5/11/2023, 04:06 PM
Q4 2022 170 $821M +$101M -$125M -$24.3M VOO, IWR, IEFA, IVE, AAPL 13F-HR 2/9/2023, 04:56 PM
Q3 2022 149 $776M +$54.8M -$87.6M -$32.8M VOO, IWR, IEFA, IVE, AAPL 13F-HR 11/3/2022, 04:20 PM
Q2 2022 144 $861M +$48.2M -$116M -$67.6M VOO, IWR, IEFA, IVE, AAPL 13F-HR 8/4/2022, 04:59 PM
Q1 2022 171 $1.1B +$175M -$162M +$13.1M VOO, IWR, IEFA, IVE, XLV 13F-HR 5/2/2022, 03:01 PM
Q4 2021 158 $1.16B +$120M -$49.9M +$70.4M VOO, IWR, SUB, XLK, IEFA 13F-HR 2/7/2022, 05:23 PM
Q3 2021 146 $977M +$242M -$43.9M +$198M VOO, IWR, XLK, IVE, IEFA 13F-HR 11/5/2021, 04:18 PM
Q2 2021 141 $799M +$88.1M -$47M +$41.1M VOO, IWR, IVE, IEFA, NVDA 13F-HR 8/6/2021, 03:31 PM
Q1 2021 129 $701M +$68.1M -$82.5M -$14.4M VOO, IWR, IEFA, IVW, IVE 13F-HR 5/6/2021, 03:13 PM
Q4 2020 127 $679M +$117M -$97.2M +$19.8M VOO, IWR, IVW, AAPL, IEFA 13F-HR 2/12/2021, 02:48 PM
Q3 2020 158 $613M +$147M -$11M +$136M VOO, IWR, IEFA, IVW, NVDA 13F-HR 11/6/2020, 01:09 PM
Q2 2020 107 $447M +$50.1M -$21.3M +$28.8M VOO, IWR, IEFA, IVW, VEA 13F-HR 8/3/2020, 02:53 PM
Q1 2020 107 $351M +$30.1M -$45.6M -$15.4M VOO, IEFA, IWR, IVW, SPY 13F-HR 4/28/2020, 11:36 AM
Q4 2019 115 $453M $0 $0 VOO, IEFA, IWR, IVW, IJH 13F-HR 2/13/2020, 01:18 PM