Avalon Trust CO Portfolio Holdings
Avalon Trust CO
- $1.35 Trillion
- Q3 2024
Avalon Trust CO has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.35 Trillion distributed in 318 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $108B, Microsoft Corp with a value of $103B, Nvidia Corp with a value of $87.2B, Alphabet Inc. with a value of $73.4B, and Amazon Com Inc with a value of $69.8B.
Examining the 13F form we can see an increase of $89B in the current position value, from $1.26T to 1.35T.
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
$1.35 Trillion
Technology: $462 Billion
Financial Services: $217 Billion
Consumer Cyclical: $184 Billion
Healthcare: $100 Billion
Communication Services: $86 Billion
Industrials: $78.5 Billion
ETFs: $73.2 Billion
Real Estate: $40.2 Billion
Other: $64.7 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 318
- Current Value $1.35 Trillion
- Prior Value $1.26 Trillion
- Filing
- Period Q3 2024
- Filing Date November 13, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 18 stocks
- Additional Purchases 23 stocks
- Sold out of 0 stocks
- Reduced holdings in 112 stocks