TCWP LLC
Beachwood, OH · CIK 1907375 · 13F filing filed 2024-11-13
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
- Others nearbyBeachwood, OH
$0
reported value
-100.0% vs Q2 2024
1positions
—in top 10
1 new
0 added
0 reduced
59 sold out
vs Q2 2024
Holdings, Q3 2024
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| N/A 0 | $0— | New |
Sold out since Q2 2024
| Security | Value then |
|---|---|
| APPLE INC AAPL | $4.1m19.4k shares |
| BLACKROCK ETF TRUST LCTU | $2.7m44.7k shares |
| NVIDIA CORPORATION NVDA | $2.4m19.6k shares |
| MICROSOFT CORP MSFT | $2.4m5.4k shares |
| ISHARES TR EFG | $1.5m14.6k shares |
| ISHARES TR DSI | $1.4m13.1k shares |
| SPDR SERIES TRUST SPYM | $1.3m20.1k shares |
| ISHARES TR USXF | $1.2m25.5k shares |
| AMAZON COM INC AMZN | $1.1m5.7k shares |
| ISHARES TR ESGU | $1.1m9.1k shares |
| ISHARES TR SUSA | $1.1m9.6k shares |
| ISHARES TR SUSC | $944.3k41.6k shares |
| ISHARES TR IEFA | $890.4k12.3k shares |
| ISHARES TR DMXF | $807.5k12.0k shares |
| BROADCOM INC AVGO | $781.9k4.9k shares |
| ALPHABET INC GOOGL | $763.4k4.2k shares |
| ISHARES TR SUSL | $733.5k7.5k shares |
| ALPHABET INC GOOG | $628.6k3.4k shares |
| DIMENSIONAL ETF TRUST DFAT | $611.5k11.8k shares |
| LOWES COS INC LOW | $571.7k2.6k shares |
| VANGUARD INDEX FDS VO | $567.8k2.3k shares |
| JPMORGAN CHASE & CO JPM | $543.3k2.7k shares |
| ISHARES TR IVW | $540.6k5.8k shares |
| UNITEDHEALTH GROUP INC UNH | $529.1k1.0k shares |
| ISHARES INC ESGE | $520.8k15.5k shares |