Trust CO Of The South Incresed Positions in Q3 2024

Trust CO Of The South

  • $472 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.39K
+ 14.11%
$475.2 - $527.7 $3.04M - $3.37M
51.7K $27.3B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
48.1K
+ 4.23%
$31.05 - $34.29 $1.49M - $1.65M
1.18M $40.6B
VO
Vanguard Mid Cap ETF

ETFs
5.63K
+ 9.63%
$237.84 - $263.83 $1.34M - $1.49M
64.1K $16.9B
VB
Vanguard Small Cap ETF

ETFs
4.74K
+ 12.62%
$214.77 - $237.72 $1.02M - $1.13M
42.3K $10B
DFIC
Dimensional ETF Tr Dimensional

ETFs
46.5K
+ 17.67%
$25.36 - $28.37 $1.18M - $1.32M
310K $8.72B
VEA
Vanguard Ftse Developed Market

ETFs
17.3K
+ 12.09%
$47.6 - $53.31 $825K - $924K
161K $8.49B
SPY
Spdr S&P 500 ETF Trust

ETFs
115
+ 0.37%
$517.38 - $573.86 $59.5K - $66K
31.5K $18.1B
DFSV
Dimensional ETF Tr Dimensional

ETFs
15.8K
+ 13.01%
$28.25 - $31.7 $445K - $499K
137K $4.22B
VTV
Vanguard Value ETF

ETFs
2.02K
+ 10.72%
$159.75 - $174.57 $322K - $352K
20.8K $3.64B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
14.3K
+ 16.33%
$25.21 - $28.46 $362K - $408K
102K $2.88B
UNH
Unitedhealth Group Inc

Healthcare
478
+ 22.68%
$488.01 - $604.18 $233K - $289K
2.59K $1.51B
HD
Home Depot, Inc.

Consumer Cyclical
417
+ 12.14%
$333.64 - $405.2 $139K - $169K
3.85K $1.56B
JPM
Jpmorgan Chase & CO

Financial Services
1.53K
+ 30.98%
$194.9 - $224.8 $299K - $345K
6.49K $1.37B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2K
+ 3.04%
$41.9 - $48.26 $83.7K - $96.4K
67.7K $3.24B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
675
+ 0.83%
$57.32 - $62.65 $38.7K - $42.3K
82.3K $5.13B
WMT
Walmart Inc.

Consumer Defensive
138
+ 0.54%
$66.91 - $81.4 $9.23K - $11.2K
25.6K $2.07B
V
Visa Inc.

Financial Services
967
+ 22.66%
$253.74 - $291.56 $245K - $282K
5.24K $1.44B
IWM
Ishares Russell 2000 ETF

ETFs
85
+ 0.53%
$200.87 - $224.6 $17.1K - $19.1K
16.2K $3.57B
Dfa Dimensional Global Real Est
5.17K
+ 16.63%
N/A
36.3K $1.05B
PEP
Pepsico Inc

Consumer Defensive
1.33K
+ 30.98%
$161.9 - $179.3 $215K - $239K
5.63K $957M
ABT
Abbott Laboratories

Healthcare
1.24K
+ 15.68%
$100.07 - $118.13 $124K - $147K
9.16K $1.04B
SYY
Sysco Corp

Consumer Defensive
2.58K
+ 85.11%
$69.16 - $78.98 $178K - $204K
5.61K $438M
KO
Coca Cola CO

Consumer Defensive
2.38K
+ 60.87%
$62.69 - $73.01 $149K - $174K
6.29K $452M
ACN
Accenture PLC

Technology
20
+ 0.56%
$295.44 - $355.81 $5.91K - $7.12K
3.61K $1.28B
MSFT
Microsoft Corp

Technology
963
+ 6.73%
$395.15 - $467.56 $381K - $450K
15.3K $6.57B
JNJ
Johnson & Johnson

Healthcare
35
+ 0.38%
$145.48 - $167.38 $5.09K - $5.86K
9.2K $1.49B
AMZN
Amazon Com Inc

Consumer Cyclical
1.08K
+ 10.16%
$161.02 - $200.0 $174K - $216K
11.7K $2.18B
ADP
Automatic Data Processing Inc

Industrials
33
+ 1.1%
$233.44 - $279.45 $7.7K - $9.22K
3.03K $838M
TFC
Truist Financial Corp

Financial Services
547
+ 2.25%
$38.22 - $44.94 $20.9K - $24.6K
24.9K $1.06B
GOOG
Alphabet Inc.

Communication Services
1.27K
+ 17.24%
$149.54 - $192.66 $190K - $245K
8.64K $1.44B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
780
+ 26.71%
$96.25 - $101.98 $75.1K - $79.5K
3.7K $375M
PG
Procter & Gamble CO

Consumer Defensive
40
+ 0.55%
$160.76 - $177.82 $6.43K - $7.11K
7.26K $1.26B
APD
Air Products & Chemicals, Inc.

Basic Materials
23
+ 1.81%
$247.34 - $300.11 $5.69K - $6.9K
1.3K $386M
IEFA
Ishares Tr

ETFs
422
+ 13.21%
$70.09 - $78.74 $29.6K - $33.2K
3.62K $282M
AVGO
Broadcom Inc.

Technology
3.49K
+ 900.0%
$136.27 - $1745.86 $476K - $6.1M
3.88K $669M
ITW
Illinois Tool Works Inc

Industrials
28
+ 1.99%
$233.14 - $263.97 $6.53K - $7.39K
1.44K $376M
EFA
Ishares Tr Msci Eafe ETF

ETFs
85
+ 2.07%
$75.32 - $84.37 $6.4K - $7.17K
4.18K $350M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3
+ 0.12%
$105.53 - $118.34 $317 - $355
2.5K $293M
WM
Waste Management Inc

Industrials
42
+ 2.22%
$196.96 - $223.45 $8.27K - $9.38K
1.93K $401M
MRK
Merck & Co., Inc.

Healthcare
2.09K
+ 8.63%
$111.15 - $128.97 $232K - $269K
26.3K $2.98B
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.03%
$148.65 - $191.18 $149 - $191
3.73K $618M
Activity Summary
Buys All Purchases 56 New Holdings 14 Increased Positions 42 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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