Equitable Trust CO has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.38 Billion distributed in 656 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $113M, Microsoft Corp with a value of $54.7M, Alphabet Inc. with a value of $48M, Hca Healthcare, Inc. with a value of $44.5M, and Apple Inc. with a value of $37.1M.

Examining the 13F form we can see an increase of $105M in the current position value, from $1.27B to 1.38B.

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

Portfolio value $1.38 Billion
Technology: $250 Million
ETFs: $215 Million
Financial Services: $200 Million
Healthcare: $181 Million
Industrials: $142 Million
Consumer Cyclical: $106 Million
Communication Services: $90.5 Million
Real Estate: $64.4 Million
Other: $121 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 656
  • Current Value $1.38 Billion
  • Prior Value $1.27 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 25, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 39 stocks
  • Additional Purchases 170 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 100 stocks
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