IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

TCV Trust & Wealth Management, Inc.

Q2 2018 Holdings

Filed 2018-08-07 | 389 holdings | $15.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Marathon Pete Corp(MPC)COM56585A102$1.0K14,2540.0%
Ishares TR(IJR)CORE S&P SCP ETF464287804$1.0K12,2580.0%
Select Sector Spdr TR(XLE)ENERGY81369Y506$1.0K13,7450.0%
SSgA Active ETF TR(TOTL)SPDR TR TACTIC78467V848$1.0K21,9860.0%
Union PAC Corp(UNP)COM907818108$1.1K7,7010.0%
Ishares TR(IBB)NASDAQ BIOTECH464287556$1.1K10,0350.0%
PNC Finl Svcs Group Inc(PNC)COM693475105$1.1K8,2760.0%
Walmart Inc(WMT)COM931142103$1.1K13,0660.0%
Wells Fargo Co New(WFC)COM949746101$1.2K21,2530.0%
BB&T Corp(BBTUSD)COM054937107$1.2K23,4690.0%
Ishares TRIBONDS DEC21 ETF46435G789$1.2K46,6500.0%
Altria Group Inc(MO)COM02209S103$1.5K25,7340.0%
Bristol Myers Squibb Co(BMY)COM110122108$1.5K27,6210.0%
RGC RES Inc(RGCO)COM74955L103$1.6K54,9920.0%
Philip Morris Intl Inc(PM)COM718172109$1.6K20,0510.0%
Vanguard TAX Managed Intl FD(VEA)FTSE DEV MKT ETF921943858$1.7K38,8900.0%
Amazon COM Inc(AMZN)COM023135106$1.8K1,0410.0%
Colgate Palmolive Co(CL)COM194162103$1.8K27,6480.0%
Ishares TRIBONDS DEC22 ETF46435G755$1.8K70,4500.0%
Verizon Communications Inc(VZ)COM92343V104$1.8K36,0170.0%
Brown Forman Corp(BF/A)CL A115637100$1.8K37,2500.0%
Lowes COS Inc(LOW)COM548661107$1.8K19,0920.0%
Hanesbrands Inc(HN9)COM410345102$1.9K84,2550.0%
Vanguard BD Index FD Inc(BSV)SHORT TRM BOND921937827$1.9K24,5070.0%
Select Sector Spdr TR(XLP)SBI CONS STPLS81369Y308$1.9K37,2610.0%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$2.0K10,6690.0%
Select Sector Spdr TR(XLI)SBI INT-INDS81369Y704$2.0K27,8940.0%
Abbott Labs(ABT)COM002824100$2.1K33,6860.0%
Vanguard Scottsdale FDS(VCLT)LG-TERM COR BD92206C813$2.1K23,6640.0%
Ishares TR(GVI)INTRM GOV CR ETF464288612$2.2K20,0000.0%
Select Sector Spdr TR(XLU)SBI INT-UTILS81369Y886$2.2K42,2680.0%
United Technologies Corp(UTXZ)COM913017109$2.3K18,4550.0%
Pfizer Inc(PFE)COM717081103$2.4K66,2450.0%
Vanguard Intl Equity Index F(VT)TT WRLD ST ETF922042742$2.6K35,3080.0%
Coca Cola Co(KO)COM191216100$2.6K59,0690.0%
3M Co(MMM)COM88579Y101$2.6K13,3840.0%
Vanguard BD Index FD Inc(BIV)INTERMED TERM921937819$2.9K35,4340.0%
Mcdonalds Corp(MCD)COM580135101$2.9K18,4320.0%
Ishares TR(ICF)COHEN STEER REIT464287564$3.0K29,7190.0%
Intuit(INTU)COM461202103$3.0K14,8990.0%
Merck & Co Inc(MRK)COM58933Y105$3.2K52,5360.0%
Dowdupont IncCOM26078J100$3.2K49,1570.0%
Select Sector Spdr TR(XLV)SBI HEALTHCARE81369Y209$3.3K39,0080.0%
Select Sector Spdr TR(XLY)SBI CONS DISCR81369Y407$3.3K30,2960.0%
Ishares TR(IEFA)CORE MSCI EAFE46432F842$3.4K52,8620.0%
Select Sector Spdr TR(XLF)SBI INT-FINL81369Y605$3.4K128,2410.0%
Norfolk Southern Corp(NSC)COM655844108$3.8K25,0750.0%
Ishares TR(IXUS)CORE MSCI TOTAL46432F834$4.1K68,6970.0%
Ishares TR(EFAV)MIN VOL EAFE ETF46429B689$4.2K58,9680.0%
American Vanguard Corp(AVD)COM030371108$4.6K199,7200.0%
PreviousPage 3 of 5Next