Trust Point Inc. Incresed Positions in Q2 2025

Trust Point Inc.

  • $1.06 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
144
+ 22.97%
$595.37 - $815.24 $85.7K - $117K
771 $618M
CW
Curtiss Wright Corp

Industrials
124
+ 15.07%
$283.18 - $488.55 $35.1K - $60.6K
947 $463M
MGEE
Mge Energy Inc

Utilities
2.48K
+ 60.65%
$86.85 - $93.48 $215K - $232K
6.56K $580M
CRWD
Crowd Strike Holdings, Inc.

Technology
19
+ 1.59%
$321.63 - $509.31 $6.11K - $9.68K
1.21K $618M
SCHR
Schwab Intermediate Term Us Tr

ETFs
7.42K
+ 45.78%
$24.54 - $25.07 $182K - $186K
23.6K $592M
EME
Emcor Group, Inc.

Industrials
56
+ 6.37%
$342.02 - $534.89 $19.2K - $30K
935 $500M
NEE
Nextera Energy Inc

Utilities
2.94K
+ 12.46%
$64.11 - $75.0 $188K - $220K
26.5K $1.84B
GILD
Gilead Sciences, Inc.

Healthcare
1.5K
+ 49.24%
$96.91 - $113.0 $145K - $169K
4.53K $502M
BSX
Boston Scientific Corp

Healthcare
954
+ 13.72%
$89.7 - $107.41 $85.6K - $102K
7.91K $850M
PFE
Pfizer Inc

Healthcare
7.12K
+ 28.61%
$21.59 - $24.84 $154K - $177K
32K $775M
HSBC
Hsbc Holdings PLC

Financial Services
1.91K
+ 42.72%
$46.68 - $61.09 $89K - $116K
6.37K $387M
TMUS
T Mobile Us, Inc.

Communication Services
864
+ 31.34%
$220.99 - $268.54 $191K - $232K
3.62K $863M
SO
Southern CO

Utilities
1.37K
+ 14.83%
$84.91 - $92.56 $117K - $127K
10.6K $977M
TT
Trane Technologies PLC

Industrials
1
+ 0.1%
$315.21 - $437.41 $315 - $437
1K $438M
SAP
Sap Se

Technology
141
+ 11.25%
$237.53 - $309.8 $33.5K - $43.7K
1.39K $424M
NGG
National Grid PLC

Utilities
638
+ 14.38%
$62.74 - $74.79 $40K - $47.7K
5.08K $378M
SAN
Banco Santander, S.A.

Financial Services
4.35K
+ 14.04%
$5.72 - $8.32 $24.9K - $36.2K
35.3K $293M
UL
Unilever PLC

Consumer Defensive
1.21K
+ 34.43%
$57.9 - $65.43 $70.3K - $79.4K
4.74K $290M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.96K
+ 21.82%
$26.18 - $26.93 $77.4K - $79.6K
16.5K $441M
FCX
Freeport Mcmoran Inc

Basic Materials
989
+ 17.92%
$29.15 - $44.46 $28.8K - $44K
6.51K $282M
CMCSA
Comcast Corp

Communication Services
2.67K
+ 12.61%
$32.84 - $36.72 $87.6K - $98K
23.8K $850M
CDNS
Cadence Design Systems Inc

Technology
44
+ 4.31%
$231.64 - $323.08 $10.2K - $14.2K
1.07K $328M
T
At&T Inc.

Communication Services
1.31K
+ 3.02%
$26.33 - $28.94 $34.6K - $38K
44.9K $1.3B
SNPS
Synopsys Inc

Technology
21
+ 4.44%
$380.9 - $517.66 $8K - $10.9K
494 $253M
Labcorp Holdings Inc
27
+ 2.2%
N/A
1.26K $329M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.6K
+ 11.61%
$10.79 - $14.14 $28K - $36.7K
24.9K $342M
KO
Coca Cola CO

Consumer Defensive
709
+ 3.44%
$68.37 - $73.9 $48.5K - $52.4K
21.3K $1.51B
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
409
+ 17.46%
$107.83 - $119.94 $44.1K - $49.1K
2.75K $297M
DCI
Donaldson CO Inc

Industrials
274
+ 7.87%
$59.18 - $71.02 $16.2K - $19.5K
3.76K $260M
HWC
Hancock Whitney Corp

Financial Services
7
+ 0.15%
$46.05 - $58.03 $322 - $406
4.64K $266M
HYG
Ishares Tr

ETFs
200
+ 7.42%
$75.75 - $80.65 $15.2K - $16.1K
2.9K $234M
SHEL
Shell PLC

Energy
683
+ 6.86%
$59.75 - $73.05 $40.8K - $49.9K
10.6K $749M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
172
+ 1.65%
$85.42 - $94.39 $14.7K - $16.2K
10.6K $992M
MO
Altria Group, Inc.

Consumer Defensive
360
+ 8.02%
$55.56 - $60.91 $20K - $21.9K
4.85K $284M
DVY
Ishares Tr

ETFs
219
+ 2.25%
$118.37 - $134.86 $25.9K - $29.5K
9.96K $1.32B
WEC
Wec Energy Group, Inc.

Utilities
228
+ 11.64%
$102.24 - $109.76 $23.3K - $25K
2.19K $228M
LYG
Lloyds Banking Group PLC

Financial Services
271
+ 1.16%
$3.32 - $4.29 $900 - $1.16K
23.7K $101M
MMS
Maximus, Inc.

Industrials
1
+ 0.02%
$65.54 - $76.8 $65.5 - $76.8
5.1K $358M
CPRT
Copart Inc

Consumer Cyclical
1.42K
+ 17.62%
$47.72 - $63.84 $67.6K - $90.5K
9.46K $464M
HDV
Ishares Core High Dividend ETF

ETFs
213
+ 4.8%
$108.41 - $120.51 $23.1K - $25.7K
4.65K $545M
EXC
Exelon Corp

Utilities
438
+ 8.06%
$42.2 - $47.37 $18.5K - $20.7K
5.88K $255M
MFG
Mizuho Financial Group Inc

Financial Services
212
+ 0.96%
$4.25 - $5.66 $901 - $1.2K
22.2K $124M
MSI
Motorola Solutions, Inc.

Technology
26
+ 3.9%
$394.72 - $440.39 $10.3K - $11.5K
692 $291M
XEL
Xcel Energy Inc

Utilities
331
+ 3.34%
$65.65 - $72.39 $21.7K - $24K
10.2K $697M
PSX
Phillips 66

Energy
18
+ 0.84%
$92.87 - $125.73 $1.67K - $2.26K
2.16K $258M
SCHQ
Schwab Strategic Tr Long Term

ETFs
497
+ 1.59%
$30.46 - $33.4 $15.1K - $16.6K
31.7K $1.01B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
155
+ 8.51%
$212.1 - $244.27 $32.9K - $37.9K
1.98K $432M
CHKP
Check Point Software Technologies LTD

Technology
3
+ 0.13%
$204.26 - $233.47 $613 - $700
2.37K $523M
DUK
Duke Energy Corp

Utilities
12
+ 0.25%
$112.46 - $124.05 $1.35K - $1.49K
4.78K $564M
Activity Summary
Buys All Purchases 122 New Holdings 16 Increased Positions 106 Sells All Sells 240 Reductions 240 Sold out 0 Options Calls 0 Puts 0
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