$468 Million is the total value of TCWP LLC's 178 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 49.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Sell | VANGUARD INDEX FDS | $33,167,173 | +1.7% | 81,436 | -6.1% | 7.08% | +14.5% |
| BSCQ | Sell | INVESCO EXCH TRD SLF IDX FD | $18,601,339 | -9.3% | 981,860 | -8.2% | 3.97% | +2.2% |
| IUSB | Sell | ISHARES TRcore total usd | $16,799,143 | -8.4% | 369,456 | -7.0% | 3.59% | +3.2% |
| MBB | Sell | ISHARES TRmbs etf | $12,248,351 | -2.7% | 131,328 | -1.2% | 2.62% | +9.6% |
| AAPL | Sell | APPLE INC | $10,425,694 | +1.3% | 53,749 | -13.9% | 2.23% | +14.0% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $10,204,670 | +3.6% | 195,829 | -4.3% | 2.18% | +16.6% |
| IEMG | Sell | ISHARES INCcore msci emkt | $8,874,294 | -35.6% | 180,042 | -36.3% | 1.90% | -27.5% |
| GOVT | Sell | ISHARES TRus treas bd etf | $7,104,301 | -19.8% | 310,231 | -18.1% | 1.52% | -9.7% |
| MSFT | Sell | MICROSOFT CORP | $6,363,671 | +1.2% | 18,687 | -14.3% | 1.36% | +14.0% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $5,705,660 | -37.4% | 57,257 | -39.3% | 1.22% | -29.6% |
| OEF | Sell | ISHARES TRs&p 100 etf | $5,146,062 | +8.7% | 24,853 | -1.8% | 1.10% | +22.4% |
| ESGU | Sell | ISHARES TResg awr msci usa | $4,683,025 | -0.9% | 48,051 | -8.0% | 1.00% | +11.6% |
| NVDA | Sell | NVIDIA CORPORATION | $3,929,399 | +36.8% | 9,289 | -10.1% | 0.84% | +53.9% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $3,668,789 | -1.8% | 45,249 | -0.4% | 0.78% | +10.6% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $3,513,937 | +14.7% | 29,048 | -1.4% | 0.75% | +29.1% |
| RY | Sell | ROYAL BK CDA | $3,364,531 | -0.1% | 35,227 | -0.0% | 0.72% | +12.5% |
| AMZN | Sell | AMAZON COM INC | $3,282,334 | +10.8% | 25,179 | -12.2% | 0.70% | +24.7% |
| AGG | Sell | ISHARES TRcore us aggbd et | $3,092,086 | -9.5% | 31,568 | -7.9% | 0.66% | +1.9% |
| SUSL | Sell | ISHARES TResg msci leadr | $2,948,329 | -10.0% | 38,082 | -17.2% | 0.63% | +1.4% |
| IVLU | Sell | ISHARES TRmsci intl vlu ft | $2,819,885 | -5.0% | 110,801 | -7.5% | 0.60% | +6.9% |
| V | Sell | VISA INC | $2,792,765 | -1.9% | 11,760 | -6.9% | 0.60% | +10.4% |
| AVGO | Sell | BROADCOM INC | $2,734,507 | +2.1% | 3,152 | -24.5% | 0.58% | +15.0% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $2,618,527 | -7.0% | 5,448 | -8.5% | 0.56% | +4.7% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $2,516,868 | -12.6% | 31,847 | -11.3% | 0.54% | -1.6% |
| ABBV | Sell | ABBVIE INC | $2,407,729 | -16.0% | 17,871 | -0.7% | 0.51% | -5.5% |
| COST | Sell | COSTCO WHSL CORP NEW | $2,260,119 | +6.5% | 4,198 | -1.8% | 0.48% | +19.9% |
| JPM | Sell | JPMORGAN CHASE & CO | $2,173,601 | -8.9% | 14,945 | -18.4% | 0.46% | +2.4% |
| CVX | Sell | CHEVRON CORP NEW | $2,011,720 | -23.7% | 12,785 | -20.9% | 0.43% | -14.0% |
| IEV | Sell | ISHARES TReurope etf | $1,989,305 | -0.6% | 39,361 | -1.6% | 0.42% | +12.1% |
| HD | Sell | HOME DEPOT INC | $1,977,224 | +0.1% | 6,365 | -4.9% | 0.42% | +12.5% |
| EMGF | Sell | ISHARES INCemng mkts eqt | $1,907,532 | -0.7% | 45,889 | -0.8% | 0.41% | +11.8% |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $1,709,494 | -78.5% | 80,751 | -78.6% | 0.36% | -75.8% |
| XOM | Sell | EXXON MOBIL CORP | $1,686,185 | -52.0% | 15,722 | -50.9% | 0.36% | -45.9% |
| AMGN | Sell | AMGEN INC | $1,645,168 | -13.0% | 7,410 | -5.3% | 0.35% | -2.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,447,059 | -18.3% | 38,910 | -14.5% | 0.31% | -8.0% |
| IEFA | Sell | ISHARES TRcore msci eafe | $1,202,449 | -2.8% | 17,814 | -3.8% | 0.26% | +9.4% |
| USHY | Sell | ISHARES TRbroad usd high | $1,197,517 | -71.4% | 33,924 | -71.2% | 0.26% | -67.8% |
| BJAN | Sell | INNOVATOR ETFS TRus eqty bufr jan | $1,074,037 | -85.6% | 28,474 | -86.6% | 0.23% | -83.8% |
| DUK | Sell | DUKE ENERGY CORP NEW | $1,020,882 | -11.1% | 11,376 | -4.5% | 0.22% | 0.0% |
| DVN | Sell | DEVON ENERGY CORP NEW | $865,721 | -14.9% | 17,909 | -10.9% | 0.18% | -4.1% |
| LOW | Sell | LOWES COS INC | $652,047 | +12.8% | 2,889 | -0.0% | 0.14% | +26.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $644,704 | -44.9% | 5,386 | -52.2% | 0.14% | -37.8% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $634,724 | -8.8% | 1,424 | -15.9% | 0.14% | +3.0% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $586,643 | -6.2% | 8,691 | -6.0% | 0.12% | +5.0% |
| NEE | Sell | NEXTERA ENERGY INC | $529,862 | -17.9% | 7,141 | -14.7% | 0.11% | -7.4% |
| KHC | Sell | KRAFT HEINZ CO | $523,769 | -39.6% | 14,754 | -34.2% | 0.11% | -31.7% |
| QCOM | Sell | QUALCOMM INC | $498,897 | -8.3% | 4,191 | -1.7% | 0.11% | +3.9% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $494,619 | -25.4% | 948 | -17.6% | 0.11% | -15.9% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $491,681 | -1.2% | 5,019 | -1.3% | 0.10% | +11.7% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $471,114 | +10.3% | 1,430 | -1.7% | 0.10% | +24.7% |
| IWB | Sell | ISHARES TRrus 1000 etf | $467,737 | +6.7% | 1,919 | -1.4% | 0.10% | +20.5% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $436,414 | -51.7% | 987 | -57.9% | 0.09% | -45.6% |
| PFE | Sell | PFIZER INC | $432,205 | -12.9% | 11,783 | -3.1% | 0.09% | -2.1% |
| PEP | Sell | PEPSICO INC | $423,413 | -43.7% | 2,286 | -44.6% | 0.09% | -37.1% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $420,400 | +1.0% | 1,138 | -12.3% | 0.09% | +13.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $399,906 | -49.0% | 2,416 | -52.2% | 0.08% | -43.0% |
| ORCL | Sell | ORACLE CORP | $362,290 | +27.1% | 3,042 | -0.8% | 0.08% | +42.6% |
| HMC | Sell | HONDA MOTOR LTD | $356,294 | +10.9% | 11,755 | -3.1% | 0.08% | +24.6% |
| MCD | Sell | MCDONALDS CORP | $357,794 | -26.6% | 1,199 | -31.2% | 0.08% | -17.4% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $345,758 | -29.5% | 780 | -34.9% | 0.07% | -20.4% |
| CRM | Sell | SALESFORCE INC | $341,607 | +2.4% | 1,617 | -3.2% | 0.07% | +15.9% |
| EELV | Sell | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $329,986 | -2.8% | 14,030 | -4.0% | 0.07% | +9.4% |
| TD | Sell | TORONTO DOMINION BK ONT | $324,064 | -6.5% | 5,226 | -9.7% | 0.07% | +4.5% |
| ABT | Sell | ABBOTT LABS | $310,816 | +5.2% | 2,851 | -2.3% | 0.07% | +17.9% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $289,383 | +4.3% | 3,230 | -2.4% | 0.06% | +17.0% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $287,282 | -0.6% | 7,062 | -1.3% | 0.06% | +10.9% |
| AMAT | Sell | APPLIED MATLS INC | $282,874 | -20.9% | 1,957 | -32.7% | 0.06% | -11.8% |
| TXN | Sell | TEXAS INSTRS INC | $282,296 | -51.9% | 1,568 | -50.3% | 0.06% | -45.9% |
| IGF | Sell | ISHARES TRglb infrastr etf | $266,160 | -11.1% | 5,669 | -9.7% | 0.06% | 0.0% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $262,870 | -1.1% | 929 | -12.9% | 0.06% | +12.0% |
| GBIL | Sell | GOLDMAN SACHS ETF TRacces treasury | $254,278 | -26.1% | 2,541 | -26.1% | 0.05% | -16.9% |
| PYPL | Sell | PAYPAL HLDGS INC | $249,437 | -29.9% | 3,738 | -20.2% | 0.05% | -20.9% |
| Sell | SHELL PLCspon ads | $241,391 | -0.7% | 3,998 | -5.4% | 0.05% | +13.0% | |
| PGR | Sell | PROGRESSIVE CORP | $239,722 | -39.2% | 1,811 | -34.3% | 0.05% | -32.0% |
| DON | Sell | WISDOMTREE TRus midcap divid | $238,760 | -6.5% | 5,678 | -8.8% | 0.05% | +6.2% |
| STX | Sell | SEAGATE TECHNOLOGY HLDNGS PL | $239,689 | -17.3% | 3,874 | -11.6% | 0.05% | -7.3% |
| ZTS | Sell | ZOETIS INCcl a | $240,411 | -32.9% | 1,396 | -35.2% | 0.05% | -25.0% |
| LLY | Sell | LILLY ELI & CO | $234,959 | -42.5% | 501 | -57.9% | 0.05% | -35.9% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $226,437 | -60.2% | 1,706 | -61.1% | 0.05% | -55.6% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $224,829 | -23.1% | 1,680 | -24.6% | 0.05% | -12.7% |
| FB | Sell | META PLATFORMS INCcl a | $224,418 | +3.1% | 782 | -23.9% | 0.05% | +17.1% |
| CSX | Sell | CSX CORP | $217,865 | -30.7% | 6,389 | -39.2% | 0.05% | -21.7% |
| ARKK | Sell | ARK ETF TRinnovation etf | $221,141 | +7.2% | 5,010 | -2.0% | 0.05% | +20.5% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $214,737 | -57.1% | 6,246 | -57.4% | 0.05% | -51.6% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $209,474 | -22.2% | 3,810 | -22.8% | 0.04% | -11.8% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $209,236 | -28.7% | 532 | -34.1% | 0.04% | -19.6% |
| KO | Sell | COCA COLA CO | $206,766 | -6.4% | 3,434 | -3.6% | 0.04% | +4.8% |
| PG | Sell | PROCTER AND GAMBLE CO | $206,973 | -55.4% | 1,364 | -56.3% | 0.04% | -50.0% |
| KEY | Sell | KEYCORP | $131,125 | -59.1% | 14,191 | -44.6% | 0.03% | -54.1% |
| CLXPF | Exit | CYBIN INC | $0 | – | -22,200 | -100.0% | -0.00% | – |
| SWN | Exit | SOUTHWESTERN ENERGY CO | $0 | – | -16,850 | -100.0% | -0.02% | – |
| VTNR | Exit | VERTEX ENERGY INC | $0 | – | -10,000 | -100.0% | -0.02% | – |
| BA | Exit | BOEING CO | $0 | – | -947 | -100.0% | -0.04% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -772 | -100.0% | -0.04% | – |
| WMB | Exit | WILLIAMS COS INC | $0 | – | -6,856 | -100.0% | -0.04% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -2,715 | -100.0% | -0.04% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -1,528 | -100.0% | -0.04% | – |
| PICB | Exit | INVESCO EXCH TRADED FD TR IIintl corp bd | $0 | – | -9,844 | -100.0% | -0.04% | – |
| NTR | Exit | NUTRIEN LTD | $0 | – | -2,959 | -100.0% | -0.04% | – |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -2,985 | -100.0% | -0.04% | – |
| VRP | Exit | INVESCO EXCH TRADED FD TR IIvar rate pfd | $0 | – | -10,157 | -100.0% | -0.04% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -485 | -100.0% | -0.04% | – |
| CCI | Exit | CROWN CASTLE INC | $0 | – | -1,728 | -100.0% | -0.04% | – |
| HYD | Exit | VANECK ETF TRUSThigh yld munietf | $0 | – | -4,609 | -100.0% | -0.04% | – |
| MXI | Exit | ISHARES TRglobal mater etf | $0 | – | -2,858 | -100.0% | -0.04% | – |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -15,477 | -100.0% | -0.05% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -14,113 | -100.0% | -0.05% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -2,891 | -100.0% | -0.05% | – |
| DE | Exit | DEERE & CO | $0 | – | -620 | -100.0% | -0.05% | – |
| TRTN | Exit | TRITON INTL LTDcl a | $0 | – | -4,179 | -100.0% | -0.05% | – |
| FN | Exit | FABRINET | $0 | – | -2,231 | -100.0% | -0.05% | – |
| AXS | Exit | AXIS CAP HLDGS LTD | $0 | – | -4,814 | -100.0% | -0.05% | – |
| IVZ | Exit | INVESCO LTD | $0 | – | -16,438 | -100.0% | -0.05% | – |
| T | Exit | AT&T INC | $0 | – | -13,986 | -100.0% | -0.05% | – |
| PRGO | Exit | PERRIGO CO PLC | $0 | – | -7,915 | -100.0% | -0.05% | – |
| TGT | Exit | TARGET CORP | $0 | – | -1,730 | -100.0% | -0.05% | – |
| SPAB | Exit | SPDR SER TRportfolio agrgte | $0 | – | -10,939 | -100.0% | -0.05% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -2,813 | -100.0% | -0.05% | – |
| ETR | Exit | ENTERGY CORP NEW | $0 | – | -2,684 | -100.0% | -0.06% | – |
| BNS | Exit | BANK NOVA SCOTIA HALIFAX | $0 | – | -5,886 | -100.0% | -0.06% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -1,965 | -100.0% | -0.06% | – |
| SIG | Exit | SIGNET JEWELERS LIMITED | $0 | – | -3,804 | -100.0% | -0.06% | – |
| CX | Exit | CEMEX SAB DE CVspon adr new | $0 | – | -55,621 | -100.0% | -0.06% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -1,525 | -100.0% | -0.06% | – |
| O | Exit | REALTY INCOME CORP | $0 | – | -4,813 | -100.0% | -0.06% | – |
| JHG | Exit | JANUS HENDERSON GROUP PLC | $0 | – | -11,776 | -100.0% | -0.06% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,897 | -100.0% | -0.06% | – |
| NVT | Exit | NVENT ELECTRIC PLC | $0 | – | -7,471 | -100.0% | -0.06% | – |
| REET | Exit | ISHARES TRglobal reit etf | $0 | – | -14,373 | -100.0% | -0.06% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -8,755 | -100.0% | -0.06% | – |
| VICI | Exit | VICI PPTYS INC | $0 | – | -10,187 | -100.0% | -0.06% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -517 | -100.0% | -0.07% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -4,614 | -100.0% | -0.07% | – |
| PZA | Exit | INVESCO EXCH TRADED FD TR IInatl amt muni | $0 | – | -15,166 | -100.0% | -0.07% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -4,700 | -100.0% | -0.07% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -1,753 | -100.0% | -0.08% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -5,024 | -100.0% | -0.08% | – |
| PFG | Exit | PRINCIPAL FINANCIAL GROUP IN | $0 | – | -5,729 | -100.0% | -0.08% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -2,304 | -100.0% | -0.08% | – |
| SPTI | Exit | SPDR SER TRportfli intrmdit | $0 | – | -16,013 | -100.0% | -0.09% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -2,532 | -100.0% | -0.09% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -2,884 | -100.0% | -0.09% | – |
| JXI | Exit | ISHARES TRglob utilits etf | $0 | – | -8,275 | -100.0% | -0.10% | – |
| WMT | Exit | WALMART INC | $0 | – | -3,416 | -100.0% | -0.10% | – |
| SPMB | Exit | SPDR SER TRport mtg bk etf | $0 | – | -23,962 | -100.0% | -0.10% | – |
| IDEV | Exit | ISHARES TRcore msci intl | $0 | – | -9,121 | -100.0% | -0.10% | – |
| ITM | Exit | VANECK ETF TRUSTintrmdt muni etf | $0 | – | -14,703 | -100.0% | -0.13% | – |
| IXC | Exit | ISHARES TRglobal energ etf | $0 | – | -19,069 | -100.0% | -0.14% | – |
| IXP | Exit | ISHARES TR | $0 | – | -11,692 | -100.0% | -0.14% | – |
| KXI | Exit | ISHARES TRglb cnsm stp etf | $0 | – | -14,998 | -100.0% | -0.18% | – |
| BYLD | Exit | ISHARES TRyld optim bd | $0 | – | -44,312 | -100.0% | -0.18% | – |
| RXI | Exit | ISHARES TRglb cns disc etf | $0 | – | -7,230 | -100.0% | -0.20% | – |
| EXI | Exit | ISHARES TRglob indstrl etf | $0 | – | -9,719 | -100.0% | -0.21% | – |
| UDEC | Exit | INNOVATOR ETFS TRus eqty ultra b | $0 | – | -42,028 | -100.0% | -0.23% | – |
| IXG | Exit | ISHARES TRglobal finls etf | $0 | – | -21,437 | -100.0% | -0.28% | – |
| IXJ | Exit | ISHARES TRglob hlthcre etf | $0 | – | -26,313 | -100.0% | -0.42% | – |
| ICVT | Exit | ISHARES TRconv bd etf | $0 | – | -31,921 | -100.0% | -0.44% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -71,655 | -100.0% | -0.51% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -13,817 | -100.0% | -0.55% | – |
| FTSM | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $0 | – | -50,122 | -100.0% | -0.57% | – |
| PWB | Exit | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $0 | – | -49,257 | -100.0% | -0.61% | – |
| IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -64,651 | -100.0% | -0.67% | – |
| PWV | Exit | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $0 | – | -78,041 | -100.0% | -0.67% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -29,005 | -100.0% | -0.68% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -22,429 | -100.0% | -0.90% | – |
| WTM | Exit | WHITE MTNS INS GROUP LTD | $0 | – | -3,524 | -100.0% | -0.92% | – |
| BOX | Exit | BOX INCcl a | $0 | – | -185,815 | -100.0% | -0.94% | – |
| GOLF | Exit | ACUSHNET HLDGS CORP | $0 | – | -98,633 | -100.0% | -0.95% | – |
| WLTW | Exit | WILLIS TOWERS WATSON PLC LTD | $0 | – | -21,625 | -100.0% | -0.95% | – |
| SANM | Exit | SANMINA CORPORATION | $0 | – | -83,654 | -100.0% | -0.97% | – |
| POST | Exit | POST HLDGS INC | $0 | – | -56,884 | -100.0% | -0.97% | – |
| RNR | Exit | RENAISSANCERE HLDGS LTD | $0 | – | -25,715 | -100.0% | -0.98% | – |
| CHKP | Exit | CHECK POINT SOFTWARE TECH LTord | $0 | – | -40,204 | -100.0% | -0.99% | – |
| NEU | Exit | NEWMARKET CORP | $0 | – | -14,527 | -100.0% | -1.01% | – |
| LVHI | Exit | LEGG MASON ETF INVTfranklin intl lw | $0 | – | -239,042 | -100.0% | -1.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 8 | Q3 2023 | 6.8% |
| ISHARES TR | 8 | Q3 2023 | 6.2% |
| APPLE INC COM | 8 | Q3 2023 | 6.7% |
| ISHARES TR | 8 | Q3 2023 | 3.6% |
| ISHARES TR | 8 | Q3 2023 | 2.6% |
| MICROSOFT CORP COM | 8 | Q3 2023 | 3.9% |
| ISHARES TR | 8 | Q3 2023 | 4.4% |
| ISHARES TR | 8 | Q3 2023 | 2.2% |
| ISHARES TR | 8 | Q3 2023 | 2.6% |
| ISHARES TR | 8 | Q3 2023 | 2.6% |
View TCWP LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-06-13 |
| 13F-HR | 2022-05-10 |
View TCWP LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.