Texas Capital Bank Wealth Management Services Inc Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$977.9M

Holdings

163

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (163 positions)

StockValue
VOOVANGUARD INDEX FDS
$344.2M
NVDANVIDIA CORPORATION
$70.7M
AQLTISHARES TR
$52.7M
IWRISHARES TR
$31.4M
AAPLAPPLE INC
$29.9M
VVVANGUARD INDEX FDS
$17.7M
IJHISHARES TR
$15.5M
AGGISHARES TR
$15.5M
VEAVANGUARD TAX-MANAGED FDS
$13.4M
MSFTMICROSOFT CORP
$13.2M
MGKVANGUARD WORLD FD
$12.5M
JPMJPMORGAN CHASE & CO.
$12.3M
SPYSPDR S&P 500 ETF TR
$11.8M
ORCLORACLE CORP
$11.2M
DEDEERE & CO
$11.1M
COSTCOSTCO WHSL CORP NEW
$10.6M
DWDMORGAN STANLEY
$10.5M
MAMASTERCARD INCORPORATED
$10.0M
ETENERGY TRANSFER L P
$10.0M
VTEBVANGUARD MUN BD FDS
$9.8M
TJXTJX COS INC NEW
$9.7M
LLYELI LILLY & CO
$9.6M
CATCATERPILLAR INC
$9.5M
IWBISHARES TR
$9.4M
HDHOME DEPOT INC
$9.2M
INTUINTUIT
$8.6M
MSCIMSCI INC
$8.4M
UNHUNITEDHEALTH GROUP INC
$8.3M
KLACKLA CORP
$8.2M
NEENEXTERA ENERGY INC
$8.2M
METAMETA PLATFORMS INC
$8.1M
VOVANGUARD INDEX FDS
$7.9M
DHRDANAHER CORPORATION
$7.5M
LRCXLAM RESEARCH CORP
$7.3M
MGVVANGUARD WORLD FD
$7.2M
TTTRANE TECHNOLOGIES PLC
$7.1M
ZTSZOETIS INC
$6.8M
IVOOVANGUARD ADMIRAL FDS INC
$6.6M
COPCONOCOPHILLIPS
$6.6M
PLDPROLOGIS INC.
$6.3M
NKENIKE INC
$6.1M
OBDCBLUE OWL CAPITAL CORPORATION
$3.7M
SBUXSTARBUCKS CORP
$3.6M
AMZNAMAZON COM INC
$3.6M
ARCCARES CAPITAL CORP
$3.4M
STWDSTARWOOD PPTY TR INC
$3.1M
TSLXSIXTH STREET SPECIALTY LENDI
$2.7M
EFAISHARES TR
$2.6M
IWMISHARES TR
$2.4M
BACBANK AMERICA CORP
$2.2M
GOOGLALPHABET INC
$2.1M
SPIBSPDR SER TR
$2.1M
GOOGALPHABET INC
$1.8M
IVVISHARES TR
$1.6M
ACNACCENTURE PLC IRELAND
$1.5M
XOMEXXON MOBIL CORP
$1.5M
IVWISHARES TR
$1.4M
VTIVANGUARD INDEX FDS
$1.3M
PGPROCTER AND GAMBLE CO
$1.3M
VVISA INC
$1.3M
TXNTEXAS INSTRS INC
$1.2M
TSLATESLA INC
$1.2M
ABBVABBVIE INC
$1.2M
TILTFLEXSHARES TR
$1.1M
PLTRPALANTIR TECHNOLOGIES INC
$1.1M
PNNTPENNANTPARK INVT CORP
$1.1M
AVGOBROADCOM INC
$1.0M
DYHTARGET CORP
$1.0M
ITOTISHARES TR
$1.0M
IWDISHARES TR
$980K
VTVVANGUARD INDEX FDS
$973K
TRVCCITIGROUP INC
$935K
IBITISHARES BITCOIN TRUST ETF
$932K
PEPPEPSICO INC
$916K
JNJJOHNSON & JOHNSON
$909K
IUSGISHARES TR
$907K
IJKISHARES TR
$889K
LIESUN LIFE FINANCIAL INC.
$868K
VYMVANGUARD WHITEHALL FDS
$847K
CVXCHEVRON CORP NEW
$831K
TCBITEXAS CAP BANCSHARES INC
$830K
GSIEGOLDMAN SACHS ETF TR
$829K
MCDMCDONALDS CORP
$813K
IJJISHARES TR
$812K
IRTINDEPENDENCE RLTY TR INC
$778K
BRK/BBERKSHIRE HATHAWAY INC DEL
$776K
HYDROFARM HLDGS GROUP INC
$766K
FFC0OAKTREE SPECIALTY LENDING CO
$715K
SYKSTRYKER CORPORATION
$709K
MRSHMARSH & MCLENNAN COS INC
$689K
BRK-BBERKSHIRE HATHAWAY INC DEL
$681K
BSVVANGUARD BD INDEX FDS
$680K
DISDISNEY WALT CO
$673K
QCOMQUALCOMM INC
$640K
EMREMERSON ELEC CO
$631K
TRINTRINITY CAP INC
$624K
VBVANGUARD INDEX FDS
$596K
PRFINVESCO EXCHANGE TRADED FD T
$587K
RTXRTX CORPORATION
$584K
AFLAFLAC INC
$549K
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