Texas Capital Bank Wealth Management Services Inc Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$1.0B

Holdings

204

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (204 positions)

StockValue
VOOVANGUARD INDEX FDS
$342.8M
NVDANVIDIA CORPORATION
$63.9M
AQLTISHARES TR
$60.9M
IWRISHARES TR
$34.1M
AAPLAPPLE INC
$27.9M
VVVANGUARD INDEX FDS
$21.4M
VEAVANGUARD TAX-MANAGED FDS
$18.2M
AGGISHARES TR
$16.7M
IJHISHARES TR
$15.3M
MSFTMICROSOFT CORP
$13.4M
MGKVANGUARD WORLD FD
$11.8M
ORCLORACLE CORP
$11.8M
SBUXSTARBUCKS CORP
$11.6M
SPYSPDR S&P 500 ETF TR
$11.6M
LLYELI LILLY & CO
$11.6M
VTEBVANGUARD MUN BD FDS
$11.3M
JPMJPMORGAN CHASE & CO.
$11.0M
DEDEERE & CO
$10.9M
KLACKLA CORP
$10.6M
COSTCOSTCO WHSL CORP NEW
$10.4M
CATCATERPILLAR INC
$10.3M
NEENEXTERA ENERGY INC
$9.9M
UNHUNITEDHEALTH GROUP INC
$9.6M
TJXTJX COS INC NEW
$9.5M
MAMASTERCARD INCORPORATED
$9.4M
HDHOME DEPOT INC
$9.3M
DHRDANAHER CORPORATION
$9.2M
IWBISHARES TR
$9.1M
VOVANGUARD INDEX FDS
$8.9M
DWDMORGAN STANLEY
$8.9M
ZTSZOETIS INC
$8.3M
INTUINTUIT
$8.3M
MSCIMSCI INC
$8.2M
LRCXEURLAM RESEARCH CORP
$8.1M
ETENERGY TRANSFER L P
$7.9M
PLDPROLOGIS INC.
$7.5M
MGVVANGUARD WORLD FD
$7.5M
COPCONOCOPHILLIPS
$7.0M
IVOOVANGUARD ADMIRAL FDS INC
$6.9M
NKENIKE INC
$6.9M
METAMETA PLATFORMS INC
$5.7M
OBDCBLUE OWL CAPITAL CORPORATION
$3.6M
EFAISHARES TR
$2.9M
STWDSTARWOOD PPTY TR INC
$2.9M
ARCCARES CAPITAL CORP
$2.8M
AMZNAMAZON COM INC
$2.7M
TSLXSIXTH STREET SPECIALTY LENDI
$2.6M
IWMISHARES TR
$2.5M
SPIBSPDR SER TR
$2.1M
KSSKOHLS CORP
$2.1M
DFAUDIMENSIONAL ETF TRUST
$1.9M
XOMEXXON MOBIL CORP
$1.9M
GOOGLALPHABET INC
$1.8M
FFC0OAKTREE SPECIALTY LENDING CO
$1.8M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.8M
BACVERIZON COMMUNICATIONS INC
$1.7M
DFNMDIMENSIONAL ETF TRUST
$1.5M
IVVISHARES TR
$1.5M
IEMGISHARES INC
$1.5M
GOOGALPHABET INC
$1.5M
ACNACCENTURE PLC IRELAND
$1.5M
VTIVANGUARD INDEX FDS
$1.4M
PGPROCTER AND GAMBLE CO
$1.4M
BACBANK AMERICA CORP
$1.4M
IVWISHARES TR
$1.4M
TXNTEXAS INSTRS INC
$1.4M
ABBVABBVIE INC
$1.3M
DELLDELL TECHNOLOGIES INC
$1.2M
DFAIDIMENSIONAL ETF TRUST
$1.1M
TILTFLEXSHARES TR
$1.1M
VTVVANGUARD INDEX FDS
$1.1M
VVISA INC
$1.1M
PNNTPENNANTPARK INVT CORP
$1.1M
PEPPEPSICO INC
$1.0M
JNJJOHNSON & JOHNSON
$1.0M
IWDISHARES TR
$993K
ITOTISHARES TR
$968K
PFEPFIZER INC
$916K
HYDROFARM HLDGS GROUP INC
$910K
GSIEGOLDMAN SACHS ETF TR
$900K
IJKISHARES TR
$899K
MCDMCDONALDS CORP
$872K
MRSHMARSH & MCLENNAN COS INC
$862K
IUSGISHARES TR
$862K
LIESUN LIFE FINANCIAL INC.
$848K
CVXCHEVRON CORP NEW
$841K
IJJISHARES TR
$804K
IRTINDEPENDENCE RLTY TR INC
$803K
VWOVANGUARD INTL EQUITY INDEX F
$795K
URTHISHARES INC
$744K
BRK/BBERKSHIRE HATHAWAY INC DEL
$739K
BSVVANGUARD BD INDEX FDS
$723K
PLTRPALANTIR TECHNOLOGIES INC
$717K
SYKSTRYKER CORPORATION
$716K
AVGOBROADCOM INC
$714K
DISDISNEY WALT CO
$712K
QCOMQUALCOMM INC
$707K
AFLAFLAC INC
$697K
BRK-BBERKSHIRE HATHAWAY INC DEL
$691K
TSLATESLA INC
$690K
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