Texas-Capital-Bank-Wealth-Management-Services
AI_NATIVE detailed information: This accession holds the following tickers:[ "NVG", "ACN", "ABNB", "ABT", "ABBV", "ADBE", "OBDC", "APD", "ALL", "GOOGL", null, "T", "BLK", "CAT", "AVGO", "LOW", "ARCC", "COF", "DUK", "EFC", null, "GD", "TSLX", "HON", "HD", "MCD", "INTU", "CUE", null, "UNP", "QCOM", "BEAT", "LEN", "ITW", "GSIE", "EMR", "ICE", "PNNT", "META", "IVW", "IJH", "RNTX", "SLND", null, "LRCX", "SOWG", "MMC", null, "MA", "MSFT", "MDLZ", "MUFG", "MS", "FIS", "GPC", "HSY", "AMP", "ANSS", "KLAC", "IWD", "ORCL", "NOC", "PAYX", "IRT", "IWF", "PANW", "PEP", "PNC", "IJK", "IVV", "UNH", "AAPL", "SPY", "ECL", "NVDA", "INTC", "PLTR", "LMT", "PG", "MRK", "VZ", "AMGN", "MSTR", "ROK", "IEFA", "NOW", "SHW", "SHOP", "SNA", "RTX", "AMT", "RSG", null, "SYK", "SBUX", "CI", "TXN", "TGT", "TMO", "TJX", "TFC", "TRV", "VO", "VV", "IVOO", null, "PRF", null, "KOPN", "XLB", "IT", "VYM", "DD", "EA", "TT", "TCBI", "ATO", "AON", "STWD", "AFL", "APH", "SONY", "SDY", "DOV", "F", "EQR", "WM", "IWP", "IWR", "EFX", "TRIN", "HYFM", "AMZN", "IVE", null, null, "VGT", "USB", "VUG", "VEA", "MGK", "MGV", "VTEB", "BSV", "VOO", "VBTX", "VTV", "V", "WMT", "WMB", "WDAY", "XYL", "IUSG", "LPRO", "ET", "MSCI", "SO", "TDY", "DGRO", "PSA", "PAYC", "ADP", "BAC", "BRK-A", "BRK-B", "BAX", "BR", "CVX", "CSCO", "C", "KO", "CTSH", "COP", "CPRT", "CTRA", "COST", "CTVA", "CSGP", "DHR", "DE", "DVN", null, "DDS", "RSP", "IJJ", "EFA", "ADI", "IWB", "NEE", "NKE", "QQQ", "IWM", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PH", "AWK", "MLM", "ITOT", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 209
- Total Value
- 989676943
- Accession Number
- 0001802655-25-000004
- Form Type
- 13F-HR
- Manager Name
- Texas-Capital-Bank-Wealth-Management-Services
Data Enrichment
95% identified198 identified11 unidentified
Holdings
209 positions
Manager:
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Page 4 of 11
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
EXXON MOBIL CORP(XOMcusip30231G102) | 16.9K | All Managers (Combined) | $2.0M | ||
Accenture plc(ACNcusipG1151C101) | 5.8K | All Managers (Combined) | $1.8M | ||
10.1K | QoQ NEW(+10.1K) YoY NEW(+10.1K) | All Managers (Combined) | $1.8M | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) | |
10.2K | All Managers (Combined) | $1.7M | |||
Alphabet Inc.(GOOGLcusip02079K305) | 10.8K | QoQ -1.12% (-123)YoY +6.45% (+658) | All Managers (Combined) | $1.7M | |
AbbVie Inc.(ABBVcusip00287Y109) | 7.8K | All Managers (Combined) | $1.6M | ||
2.8K | QoQ +4.18% (-114)YoY +8.11% (+213) | All Managers (Combined) | $1.6M | ||
3.0K | All Managers (Combined) | $1.6M | |||
8.7K | All Managers (Combined) | $1.4M | |||
CHEVRON CORP(CVXcusip166764100) | 8.3K | All Managers (Combined) | $1.4M | ||
10.1K | All Managers (Combined) | $1.3M | |||
7.1K | All Managers (Combined) | $1.3M | |||
4.6K | QoQ 0.00% (-0)YoY -7.92% (-400) | All Managers (Combined) | $1.3M | ||
12.9K | All Managers (Combined) | $1.2M | |||
Broadcom Inc.(AVGOcusip11135F101) | 6.8K | All Managers (Combined) | $1.1M | ||
2.3K | All Managers (Combined) | $1.1M | |||
MCDONALDS CORP(MCDcusip580135101) | 3.6K | All Managers (Combined) | $1.1M | ||
4.4K | All Managers (Combined) | $1.1M | |||
152.0K | All Managers (Combined) | $1.1M | |||
12.6K | YoY NEW(+12.6K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |