Texas Capital Bank Wealth Management Services Inc
Q4 2024 13F Holdings
- Locationdallas, TX
- Num holdings
163
- Value ($000)
$977,871
- Date Filed02/13/2025
- Form type13F-HR
- CIK0001802655
- 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 |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $344.16M | 35 % | 638,732 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $70.66M | 7 % | 526,203 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $52.69M | 5 % | 749,709 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $31.37M | 3 % | 354,809 | ||
AAPL APPLE INC | COM | 037833100 | $29.93M | 3 % | 119,531 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $17.72M | 2 % | 65,719 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $15.55M | 2 % | 249,524 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $15.49M | 2 % | 159,877 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $13.36M | 1 % | 279,442 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $13.23M | 1 % | 31,382 |
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