Trust Point Inc. Portfolio Holdings

Trust Point Inc.

  • $1.44 Trillion
  • Q4 2024

Trust Point Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.44 Trillion distributed in 711 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $258B, Ihares Core 1 5 Years Usd Bond with a value of $163B, Wisdomtree with a value of $149B, Vanguard Large Cap ETF with a value of $70.7B, and Quanta Services, Inc. with a value of $52B.

Examining the 13F form we can see an increase of $109B in the current position value, from $1.33T to 1.44T.

Trust Point Inc. is based out at La Crosse, WI

Below you can find more details about Trust Point Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.44 Trillion
ETFs: $719 Billion
Technology: $153 Billion
Industrials: $109 Billion
Financial Services: $97.3 Billion
Consumer Cyclical: $50.2 Billion
Healthcare: $48.4 Billion
Consumer Defensive: $35.1 Billion
Communication Services: $31.5 Billion
Other: $42.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.03B
$634 Million 0.04% of portfolio
4,758
Q4 2024 Reduced 34.9%
$1.07B
$610 Million 0.04% of portfolio
19,694
Q4 2024 Added 10.22%
$78.2B
$593 Million 0.04% of portfolio
2,339
Q4 2024 Added 6.17%
$1.41B
$589 Million 0.04% of portfolio
12,965
Q4 2024 Reduced 46.18%
$2.36B
$580 Million 0.04% of portfolio
15,597
Q4 2024 Reduced 46.75%
$11.2B
$604 Million 0.04% of portfolio
3,345
Q4 2024 Added 63.89%
$72.8B
$511 Million 0.04% of portfolio
403
Q4 2024 New
$62.8B
$517 Million 0.04% of portfolio
10,817
Q4 2024 Reduced 0.52%
$10.9B
$634 Million 0.04% of portfolio
17,384
Q4 2024 New
$5.61B
$567 Million 0.04% of portfolio
15,811
Q4 2024 Reduced 14.71%
$253B
$630 Million 0.04% of portfolio
10,057
Q4 2024 Reduced 4.68%
$127B
$533 Million 0.04% of portfolio
9,423
Q4 2024 Added 1.86%
$98.4B
$540 Million 0.04% of portfolio
1,957
Q4 2024 Reduced 0.36%
$19.6B
$579 Million 0.04% of portfolio
3,167
Q4 2024 Added 2.33%
$14.3B
$599 Million 0.04% of portfolio
1,697
Q4 2024 Added 45.54%
$40.6B
$550 Million 0.04% of portfolio
4,189
Q4 2024 Added 41.0%
$15.3B
$513 Million 0.04% of portfolio
4,594
Q4 2024 New
$92.7B
$528 Million 0.04% of portfolio
2,618
Q4 2024 Reduced 5.42%
$3.91B
$637 Million 0.04% of portfolio
44,272
Q4 2024 Added 179.55%
$14.4B
$545 Million 0.04% of portfolio
1,375
Q4 2024 New
$7.38B
$616 Million 0.04% of portfolio
9,892
Q4 2024 Added 75.48%
$12.6B
$524 Million 0.04% of portfolio
9,129
Q4 2024 Added 8.99%
$86.7B
$647 Million 0.04% of portfolio
5,132
Q4 2024 Added 26.34%
$10.8B
$522 Million 0.04% of portfolio
1,923
Q4 2024 Added 25.11%
$1.54B
$446 Million 0.03% of portfolio
5,659
Q4 2024 Reduced 48.59%
$73.9B
$432 Million 0.03% of portfolio
2,146
Q4 2024 Reduced 2.54%
$5.92B
$422 Million 0.03% of portfolio
5,994
Q4 2024 New
$28.8B
$444 Million 0.03% of portfolio
2,380
Q4 2024 Added 0.63%
$4.62B
$489 Million 0.03% of portfolio
10,003
Q4 2024 Added 70.64%
$104B
$371 Million 0.03% of portfolio
3,509
Q4 2024 Added 9.08%
$5.01B
$376 Million 0.03% of portfolio
2,685
Q4 2024 New
$41B
$478 Million 0.03% of portfolio
5,660
Q4 2024 Reduced 1.55%
$29.9B
$499 Million 0.03% of portfolio
9,490
Q4 2024 Added 17.8%
$79.7B
$370 Million 0.03% of portfolio
1,001
Q4 2024 Added 11.59%
$123B
$472 Million 0.03% of portfolio
1,707
Q4 2024 Added 1.91%
$3.94B
$383 Million 0.03% of portfolio
20,637
Q4 2024 Reduced 60.54%
$6.4B
$505 Million 0.03% of portfolio
15,086
Q4 2024 Reduced 40.9%
$79.7B
$435 Million 0.03% of portfolio
5,092
Q4 2024 Added 5.73%
$131B
$473 Million 0.03% of portfolio
1,175
Q4 2024 Added 5.29%
$165B
$419 Million 0.03% of portfolio
5,535
Q4 2024 New
$45.4B
$441 Million 0.03% of portfolio
1,601
Q4 2024 New
$18.8B
$416 Million 0.03% of portfolio
2,260
Q4 2024 New
$70B
$502 Million 0.03% of portfolio
2,604
Q4 2024 Added 5.43%
$6.25B
$473 Million 0.03% of portfolio
4,972
Q4 2024 Added 114.13%
$23.8B
$406 Million 0.03% of portfolio
3,455
Q4 2024 New
$77B
$372 Million 0.03% of portfolio
2,284
Q4 2024 Reduced 13.78%
$84.1B
$478 Million 0.03% of portfolio
403
Q4 2024 Added 1.26%
$34.5B
$460 Million 0.03% of portfolio
4,980
Q4 2024 Reduced 4.63%
$11.9B
$393 Million 0.03% of portfolio
4,645
Q4 2024 Added 23.83%

Summary

  • Portfolio
  • No. of Stocks 711
  • Current Value $1.44 Trillion
  • Prior Value $1.33 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 80 stocks
  • Additional Purchases 261 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 190 stocks
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