TCV Trust & Wealth Management, Inc.
Q1 2025 13F Holdings
- Locationrichmond, VA
- Num holdings
205
- Value ($000)
$1,079,309
- Date Filed04/24/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $44.54 M | 4 % | 118,650 | ||
KRE SPDR SER TR | PORTFOLIO INTRMD | 78464A375 | $42.25 M | 4 % | 1,271,016 | ||
GVI ISHARES TR | INTRM GOV CR ETF | 464288612 | $41.95 M | 4 % | 395,678 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $41.08 M | 4 % | 158,827 | ||
AVGO BROADCOM INC | COM | 11135F101 | $39.06 M | 4 % | 233,311 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $38.30 M | 4 % | 172,727 | ||
AAPL APPLE INC | COM | 037833100 | $36.87 M | 3 % | 165,971 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $29.67 M | 3 % | 53,032 | ||
V VISA INC | COM CL A | 92826C839 | $25.15 M | 2 % | 71,776 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $21.85 M | 2 % | 89,076 |
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