Arvest Trust CO N A has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.51 Billion distributed in 248 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P Midcap 400 ETF Trust with a value of $131M, Ishares Tr Msci Eafe ETF with a value of $114M, Ishares Core S&P 500 ETF with a value of $93.9M, Ishares Russell 2000 ETF with a value of $65.8M, and Managed Portfolio Ser Tortoise with a value of $58.7M.

Examining the 13F form we can see an decrease of $72.2M in the current position value, from $1.59B to 1.51B.

Arvest Trust CO N A is based out at Rogers, AR

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

Portfolio value $1.51 Billion
ETFs: $880 Million
Technology: $210 Million
Healthcare: $82 Million
Financial Services: $79.6 Million
Industrials: $74.1 Million
Consumer Cyclical: $48.6 Million
Consumer Defensive: $47.9 Million
Communication Services: $34.8 Million
Other: $58.2 Million

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 248
  • Current Value $1.51 Billion
  • Prior Value $1.59 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 109 stocks
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