Avalon Trust CO Portfolio Holdings
Avalon Trust CO
- $1.26 Trillion
- Q1 2025
Avalon Trust CO has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.26 Trillion distributed in 429 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $99.5B, Microsoft Corp with a value of $91.6B, Nvidia Corp with a value of $78.9B, Amazon Com Inc with a value of $70.2B, and Alphabet Inc. with a value of $67.8B.
Examining the 13F form we can see an decrease of $149B in the current position value, from $1.41T to 1.26T.
Avalon Trust CO is based out at Santa Fe, NM
Below you can find more details about Avalon Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$1.26 Trillion
Technology: $411 Billion
Financial Services: $243 Billion
Consumer Cyclical: $122 Billion
Industrials: $86.3 Billion
Communication Services: $79.9 Billion
Healthcare: $71 Billion
ETFs: $66.4 Billion
Utilities: $52.7 Billion
Other: $56.3 Billion
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 429
- Current Value $1.26 Trillion
- Prior Value $1.41 Trillion
- Filing
- Period Q1 2025
- Filing Date May 09, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 89 stocks
- Additional Purchases 85 stocks
- Sold out of 0 stocks
- Reduced holdings in 106 stocks