TCWP LLC
13F Portfolio Filings
- Most recent 13FQ3 2024
- Locationbeachwood, OH
- CIK0001907375
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1 | $0 | 0 | 13F-HR | Nov 13, 2024 | 000117266124004630 | ||
59 | $40.76M | AAPL, LCTU, NVDA, MSFT | 13F-HR | Aug 13, 2024 | 000117266124003323 | ||
56 | $37.60M | AAPL, LCTU, MSFT, NVDA | 13F-HR | May 15, 2024 | 000117266124002314 | ||
54 | $35.39M | AAPL, LCTU, KRE, MSFT | 13F-HR | Feb 14, 2024 | 000117266124001125 | ||
103 | $131.30M | AAPL, IWF, MSFT, IJH | 13F-HR | Oct 24, 2023 | 000117266123003489 | ||
178 | $468.27M | VOO, BSCQ, IUSB, BSCO | 13F-HR | Aug 11, 2023 | 000117266123002919 | ||
245 | $527.26M | VOO, BSCQ, IUSB, IEMG | 13F-HR | May 15, 2023 | 000117266123002217 | ||
257 | $492.62M | VOO, IUSB, KRE, BSCN | 13F-HR | Feb 13, 2023 | 000117266123000786 | ||
265 | $471.60M | VOO, KRE, ESGU, IJR | 13F-HR | Nov 14, 2022 | 000160658722002341 | ||
262 | $469.67M | KRE, ESGU, SCHZ, EFV | 13F-HR | Aug 15, 2022 | 000160658722001793 | ||
1,976 | $549.89M | KRE, ESGU, KRE, EFV | 13F-HR | May 10, 2022 | 000160658722001069 | ||
260 | $503.90M | ESGU, VOO, AAPL, IEFA | 13F-HR | Jun 13, 2022 | 000160658722001276 |