Trust Point Inc. Portfolio Holdings
Trust Point Inc.
- $1.27 Trillion
- Q1 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 647
- Current Value $1.27 Trillion
- Prior Value $1.21 Trillion
- Filing
- Period Q1 2024
- Filing Date April 19, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 54 stocks
- Additional Purchases 255 stocks
- Sold out of 0 stocks
- Reduced holdings in 179 stocks