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.
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 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