Notify me when TCWP LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| 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 |