TCV Trust & Wealth Management, Inc.
Q4 2024 13F Holdings
- Locationrichmond, VA
- Num holdings
197
- Value ($000)
$1,082,554
- Date Filed01/29/2025
- Form type13F-HR
- CIK0001135439
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVGO BROADCOM INC | COM | 11135F101 | $55.21M | 5 % | 238,120 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $51.25M | 5 % | 121,587 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $42.28M | 4 % | 160,072 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $41.90M | 4 % | 174,374 | ||
AAPL APPLE INC | COM | 037833100 | $41.30M | 4 % | 164,935 | ||
KRE SPDR SER TR | PORTFOLIO INTRMD | 78464A375 | $39.58M | 4 % | 1,208,213 | ||
GVI ISHARES TR | INTRM GOV CR ETF | 464288612 | $39.14M | 4 % | 375,515 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $31.44M | 3 % | 53,652 | ||
V VISA INC | COM CL A | 92826C839 | $23.25M | 2 % | 73,563 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $22.04M | 2 % | 91,950 |
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