Advantage Trust CO Portfolio Holdings

Advantage Trust CO

  • $147 Billion
  • Q3 2024

Advantage Trust CO has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 191 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $20.3B, Vanguard Mid Cap ETF with a value of $17.2B, Vanguard Growth ETF with a value of $16.9B, First Tr ETF Vi Smid Cap Risin with a value of $14.7B, and Vanguard Value ETF with a value of $14.3B.

Examining the 13F form we can see an increase of $8B in the current position value, from $139B to 147B.

Advantage Trust CO is based out at Salina, KS

Below you can find more details about Advantage Trust CO portfolio as well as his latest detailed transactions.

Portfolio value $147 Billion
ETFs: $101 Billion
Technology: $2.27 Billion
Healthcare: $1.79 Billion
Industrials: $1.75 Billion
Consumer Defensive: $1.63 Billion
Consumer Cyclical: $1.59 Billion
Financial Services: $1.31 Billion
Communication Services: $782 Million
Other: $1.08 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $147 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
Track This Portfolio

Track Advantage Trust CO Portfolio

Follow Advantage Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advantage Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Advantage Trust CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email