Trust Point Inc. has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.27 Trillion distributed in 647 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $234B, Ihares Core 1 5 Years Usd Bond with a value of $147B, Wisdomtree with a value of $124B, Vanguard Large Cap ETF with a value of $57.3B, and Quanta Services, Inc. with a value of $42.7B.
Examining the 13F form we can see an increase of $63.4B in the current position value, from $1.21T to 1.27T.
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
$1.27 Trillion
ETFs: $627 Billion
Technology: $124 Billion
Industrials: $97.4 Billion
Financial Services: $92.7 Billion
Healthcare: $55.8 Billion
Consumer Cyclical: $42.4 Billion
Consumer Defensive: $34.3 Billion
Communication Services: $26.6 Billion
Other: $44 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions