Trust Point Inc. Portfolio Holdings
Trust Point Inc.
- $1.33 Trillion
- Q3 2024
Trust Point Inc. has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.33 Trillion distributed in 635 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $250B, Ihares Core 1 5 Years Usd Bond with a value of $153B, Wisdomtree with a value of $138B, Vanguard Large Cap ETF with a value of $61.1B, and Quanta Services, Inc. with a value of $49B.
Examining the 13F form we can see an increase of $86B in the current position value, from $1.25T to 1.33T.
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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 635
- Current Value $1.33 Trillion
- Prior Value $1.25 Trillion
- Filing
- Period Q3 2024
- Filing Date October 17, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 42 stocks
- Additional Purchases 242 stocks
- Sold out of 0 stocks
- Reduced holdings in 190 stocks