13F Filings History of TCWP LLC
- Latest 13F filing
- Q2 2024 - 13 Aug 2024
- Latest reported 13F value
- $0
- Largest 13F holdings
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AAPL LCTU NVDA MSFT EFG DSI SPLG USXF AMZN ESGU SUSA SUSC
+8 more
IEFA DMXF AVGO GOOGL SUSL GOOG DFAT LOW - Form 13F summary
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- TCWP LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- TCWP LLC reported 59 equity holdings with a total reported market value of $40,756,630 for Q2 2024. Top reported holdings included AAPL, LCTU, NVDA, MSFT, and EFG.
- Manager signature
- Todd Resnick - Chief Compliance Officer
- Manager location
- Beachwood, OH
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2024
Latest value
$40,756,630
Quarter delta
$0
Accepted
13 Aug 2024, 16:29
Rows shown
1-12 of 12
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| 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 |