American Trust has filed its 13F form on September 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.16 Billion distributed in 244 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $177M, Schwab Strategic Tr Us Large C with a value of $81.4M, Ishares Core Dividend Growth E with a value of $77.2M, Vanguard Bd Index Fd Inc Inter with a value of $74.7M, and Vanguard Mid Cap ETF with a value of $61.8M.
Examining the 13F form we can see an increase of $71.5M in the current position value, from $1.09B to 1.16B.
American Trust is based out at Lexington, KY
Below you can find more details about American Trust portfolio as well as his latest detailed transactions.
