Quick Takeaways
- TCWP LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q2 2024.
- Latest reported holdings value: $40,756,630.
13F Filings History of TCWP LLC
- Latest 13F report
- Q2 2024 - 13 Aug 2024
- Value $
- $0
- Signature - Title
- Todd Resnick - Chief Compliance Officer
- Location
- Beachwood, OH
- Summary
- This page shows a list of all the recent 13F filings made by TCWP LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TCWP LLC reported 59 stock holdings with total value $40,756,630 as of Q2 2024. Top holdings included AAPL, LCTU, NVDA, MSFT, and EFG.
Follow Filing Activity
Follow TCWP LLC and return when a new 13F portfolio filing changes the record on this page.
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Holdings Value
What Changed
- Most recent filing was accepted on 13 Aug 2024, 16:29.
- Reported value moved from $40,756,630 to $40,756,630.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | $0 | -$40,756,630 | -$40,756,630 | 13F-HR | 13 Nov 2024, 15:18 | |
| Q2 2024 | 59 | $40,756,630 | +$4,560,372 | -$1,495,173 | +$3,065,199 | AAPL, LCTU, NVDA, MSFT, EFG | 13F-HR | 13 Aug 2024, 16:29 |
| Q1 2024 | 56 | $37,597,729 | +$2,047,442 | -$2,963,826 | -$916,384 | AAPL, LCTU, MSFT, NVDA, SPLG | 13F-HR | 14 May 2024, 17:34 |
| Q4 2023 | 54 | $35,389,258 | +$2,880,907 | -$108,028,630 | -$105,147,723 | AAPL, LCTU, SPLG, MSFT, EFG | 13F-HR | 14 Feb 2024, 12:23 |
| Q3 2023 | 103 | $131,301,762 | +$2,045,356 | -$331,767,230 | -$329,721,874 | AAPL, IWF, MSFT, IJH, NVDA | 13F-HR | 24 Oct 2023, 16:57 |
| Q2 2023 | 178 | $468,265,606 | +$82,664,019 | -$158,631,168 | -$75,967,149 | VOO, BSCQ, IUSB, BSCO, USFR | 13F-HR | 11 Aug 2023, 10:44 |
| Q1 2023 | 245 | $527,263,047 | +$131,530,363 | -$120,400,258 | +$11,130,105 | VOO, BSCQ, IUSB, IEMG, BSCO | 13F-HR | 15 May 2023, 11:14 |
| Q4 2022 | 255 | $492,485,917 | +$109,659,023 | -$118,422,770 | -$8,763,747 | VOO, IUSB, SPLG, BSCN, BSCO | 13F-HR | 13 Feb 2023, 16:48 |
| Q3 2022 | 265 | $471,603,000 | +$148,884,456 | -$116,781,910 | +$32,102,546 | VOO, SPLG, ESGU, IJR, BIL | 13F-HR | 14 Nov 2022, 12:55 |
| Q2 2022 | 262 | $469,670,000 | +$126,382,680 | -$143,822,497 | -$17,439,817 | SPLG, ESGU, SCHZ, EFV, BIL | 13F-HR | 15 Aug 2022, 13:51 |
| Q1 2022 | 1,702 | $549,404,000 | +$208,565,101 | -$139,290,542 | +$69,274,559 | SPLG, ESGU, BIL, EFV, IJR | 13F-HR | 10 May 2022, 15:18 |
| Q4 2021 | 260 | $503,904,000 | $0 | $0 | $0 | ESGU, VOO, AAPL, IEFA, EFG | 13F-HR | 13 Jun 2022, 10:14 |