American Trust New Holdings in Q4 2024

American Trust

  • $1.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
23.8K
New
$370.24 - $418.94 $8.8M - $9.96M
23.8K $9.55M
AOM
Ishares Tr Core Moderate Alloc

ETFs
166K
New
$43.44 - $45.05 $7.21M - $7.47M
166K $7.21M
VGIT
Vanguard Intermediate Term Tre

ETFs
118K
New
$57.78 - $60.4 $6.81M - $7.12M
118K $6.83M
JEPI
J P Morgan Exchange Traded Fd

ETFs
87.3K
New
$57.53 - $60.83 $5.02M - $5.31M
87.3K $5.02M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
42K
New
$72.18 - $81.41 $3.03M - $3.42M
42K $3.17M
SCHG
Schwab Strategic Tr Us Large C

ETFs
90.9K
New
$25.93 - $105.3 $2.36M - $9.57M
90.9K $2.53M
IWP
Ishares Russell Mid Cap Growth

ETFs
19.6K
New
$116.4 - $138.52 $2.29M - $2.72M
19.6K $2.49M
VGT
Vanguard Information Technolog

ETFs
3.89K
New
$571.78 - $647.97 $2.22M - $2.52M
3.89K $2.42M
IWY
Ishares Tr Russell 200 Growth

ETFs
9.31K
New
$216.72 - $244.71 $2.02M - $2.28M
9.31K $2.19M
IAU
Ishares Gold Trust

ETFs
36.3K
New
$48.37 - $52.65 $1.76M - $1.91M
36.3K $1.8M
IWS
Ishares Russell Midcap Value E

ETFs
10.8K
New
$128.08 - $140.32 $1.38M - $1.52M
10.8K $1.4M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4.13K
New
$278.19 - $315.36 $1.15M - $1.3M
4.13K $1.19M
VNQ
Vanguard Specialized Funds Van

ETFs
12.6K
New
$87.85 - $98.6 $1.11M - $1.24M
12.6K $1.12M
ITOT
Ishares Core S&P Total U.S. St

ETFs
8.58K
New
$124.26 - $134.12 $1.07M - $1.15M
8.58K $1.1M
XLK
Technology Sector Spdr

ETFs
4.51K
New
$220.26 - $241.44 $992K - $1.09M
4.51K $1.05M
GLD
Spdr Gold Trust

ETFs
4.25K
New
$236.59 - $257.5 $1M - $1.09M
4.25K $1.03M
RPG
Invesco Exchange Traded Fd Tr

ETFs
22.2K
New
$38.88 - $44.07 $864K - $979K
22.2K $916K
SCHV
Schwab Strategic Tr Us Large C

ETFs
34.3K
New
$25.79 - $80.4 $884K - $2.76M
34.3K $893K
BKNG
Booking Holdings Inc.

Consumer Cyclical
175
New
$4100.99 - $5300.34 $718K - $928K
175 $869K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
27.3K
New
$26.93 - $84.95 $735K - $2.32M
27.3K $745K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
40.1K
New
$18.41 - $40.87 $739K - $1.64M
40.1K $742K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
13.7K
New
$51.54 - $52.55 $704K - $718K
13.7K $706K
BOND
Pimco Active Bond Exchange Tra

ETFs
7.76K
New
$90.42 - $94.5 $701K - $733K
7.76K $701K
OEF
Ishares S&P 100 ETF

ETFs
2.51K
New
N/A
2.51K $666K
VHT
Vanguard Health Care ETF

ETFs
2.61K
New
$250.81 - $283.3 $655K - $740K
2.61K $662K
IVE
Ishares S&P 500 Value ETF

ETFs
3.4K
New
$189.5 - $206.17 $645K - $702K
3.4K $649K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.04K
New
$96.64 - $101.23 $584K - $612K
6.04K $585K
SCHA
Schwab Strategic Tr Us Small C

ETFs
22.1K
New
$25.33 - $51.16 $559K - $1.13M
22.1K $571K
IWN
Ishares Russell2000 Val ETF

ETFs
3.45K
New
$162.69 - $181.35 $561K - $625K
3.45K $566K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.31K
New
$417.69 - $450.94 $546K - $589K
1.31K $556K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.65K
New
$91.94 - $100.02 $519K - $565K
5.65K $523K
IQLT
Ishares Msci Intl Quality Fact

ETFs
13.8K
New
$37.12 - $41.23 $511K - $567K
13.8K $510K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
4.68K
New
$104.52 - $115.08 $489K - $538K
4.68K $493K
IJK
Ishares S&P Midcap 400 Growth

ETFs
5.43K
New
$90.66 - $99.46 $492K - $540K
5.43K $493K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
4.36K
New
$105.45 - $117.99 $459K - $514K
4.36K $462K
ACWI
Ishares Msci Acwi ETF

ETFs
3.77K
New
$117.05 - $123.03 $441K - $464K
3.77K $442K
SRLN
Ssga Active Trust

ETFs
9.92K
New
$41.48 - $42.08 $411K - $417K
9.92K $413K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
5.24K
New
$70.54 - $79.61 $370K - $417K
5.24K $398K
VIG
Vanguard Dividend Appreciation

ETFs
2.15K
New
N/A
2.15K $391K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
9.92K
New
$39.3 - $41.34 $390K - $410K
9.92K $390K
VPU
Vanguard Utilities ETF

ETFs
2.27K
New
$160.52 - $179.11 $364K - $406K
2.27K $370K
ICF
Ishares Tr

ETFs
5.99K
New
$58.8 - $66.61 $352K - $399K
5.99K $361K
WM
Waste Management Inc

Industrials
1.78K
New
$201.79 - $228.46 $359K - $406K
1.78K $358K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.49K
New
$77.02 - $78.58 $346K - $353K
4.49K $346K
VAW
Vanguard Materials ETF

ETFs
1.81K
New
$186.91 - $215.32 $338K - $389K
1.81K $339K
VDE
Vanguard Energy ETF

ETFs
2.73K
New
$116.67 - $136.78 $319K - $374K
2.73K $331K
SNOW
Snowflake Inc.

Technology
2.14K
New
$109.65 - $186.51 $235K - $399K
2.14K $330K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.3K
New
$99.04 - $109.59 $327K - $362K
3.3K $328K
SAP
Sap Se

Technology
1.32K
New
$218.13 - $255.54 $289K - $338K
1.32K $325K
Activity Summary
Buys All Purchases 178 New Holdings 93 Increased Positions 85 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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