Avalon Trust CO Portfolio Holdings
Avalon Trust CO
- $1.41 Trillion
- Q4 2024
Avalon Trust CO has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.41 Trillion distributed in 425 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $115B, Microsoft Corp with a value of $102B, Nvidia Corp with a value of $97.1B, Alphabet Inc. with a value of $83.4B, and Amazon Com Inc with a value of $82.1B.
Examining the 13F form we can see an increase of $53.8B in the current position value, from $1.35T to 1.41T.
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
$1.41 Trillion
Technology: $485 Billion
Financial Services: $229 Billion
Consumer Cyclical: $176 Billion
Industrials: $100 Billion
Communication Services: $98 Billion
Healthcare: $88.7 Billion
ETFs: $65.1 Billion
Utilities: $47.3 Billion
Other: $63.4 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 425
- Current Value $1.41 Trillion
- Prior Value $1.35 Trillion
- Filing
- Period Q4 2024
- Filing Date February 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 124 stocks
- Additional Purchases 65 stocks
- Sold out of 0 stocks
- Reduced holdings in 73 stocks