Equitable Trust CO Reduced Holdings in Q1 2025

Equitable Trust CO

  • $1.74 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
-112
- 1.63%
$50.81 - $60.02 $5.69K - $6.72K
6.77K $406K
MNDY
Monday.Com Ltd.

Technology
-139
- 1.32%
$213.0 - $327.92 $29.6K - $45.6K
10.4K $2.54M
EBAY
Ebay Inc

Consumer Cyclical
-596
- 3.65%
$61.61 - $70.93 $36.7K - $42.3K
15.7K $1.07M
SHEL
Shell PLC

Energy
-1.55K
- 9.68%
$62.84 - $73.29 $97.2K - $113K
14.4K $1.06M
CSCO
Cisco Systems, Inc.

Technology
-1.47K
- 2.36%
$58.74 - $64.87 $86.2K - $95.2K
60.7K $3.74M
FAST
Fastenal CO

Industrials
-289
- 1.52%
$71.11 - $79.98 $20.6K - $23.1K
18.7K $1.45M
ACGL
Arch Capital Group Ltd.

Financial Services
-390
- 1.08%
$88.13 - $96.94 $34.4K - $37.8K
35.6K $3.43M
VRSN
Verisign Inc

Technology
-807
- 12.42%
$205.1 - $254.74 $166K - $206K
5.69K $1.44M
TRV
Travelers Companies, Inc.

Financial Services
-2
- 0.05%
$232.43 - $265.13 $465 - $530
4.36K $1.15M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-9.6K
- 6.86%
$67.08 - $76.14 $644K - $731K
130K $9.6M
IBN
Icici Bank LTD

Financial Services
-962
- 1.08%
$27.55 - $31.67 $26.5K - $30.5K
88K $2.77M
BECN
Beacon Roofing Supply Inc

Industrials
-201
- 2.78%
$100.48 - $123.86 $20.2K - $24.9K
7.03K $869K
CME
Cme Group Inc.

Financial Services
-227
- 3.3%
$225.82 - $266.54 $51.3K - $60.5K
6.65K $1.76M
UNP
Union Pacific Corp

Industrials
-114
- 0.46%
$225.21 - $254.42 $25.7K - $29K
24.4K $5.77M
VZ
Verizon Communications Inc

Communication Services
-74
- 0.22%
$37.81 - $46.49 $2.8K - $3.44K
33.6K $1.53M
PSX
Phillips 66

Energy
-321
- 1.27%
$113.93 - $131.55 $36.6K - $42.2K
25K $3.09M
ADP
Automatic Data Processing Inc

Industrials
-298
- 1.3%
$286.85 - $318.64 $85.5K - $95K
22.6K $6.91M
STE
Steris PLC

Healthcare
-148
- 1.18%
$202.46 - $232.74 $30K - $34.4K
12.3K $2.8M
AEP
American Electric Power CO Inc

Utilities
-261
- 1.68%
$90.32 - $109.27 $23.6K - $28.5K
15.2K $1.67M
RTX
Raytheon Technologies Corp

Industrials
-916
- 4.23%
$114.1 - $135.66 $105K - $124K
20.8K $2.75M
WCN
Waste Connections, Inc.

Industrials
-115
- 0.97%
$169.89 - $195.19 $19.5K - $22.4K
11.8K $2.3M
VTV
Vanguard Value ETF

ETFs
-6.18K
- 1.59%
$167.73 - $179.21 $1.04M - $1.11M
383K $66.2M
SAP
Sap Se

Technology
-433
- 2.34%
$241.4 - $293.69 $105K - $127K
18K $4.85M
SPOT
Spotify Technology S.A.

Communication Services
-1.13K
- 12.1%
$457.79 - $648.32 $516K - $731K
8.2K $4.51M
DUK
Duke Energy Corp

Utilities
-85
- 0.34%
$105.87 - $121.97 $9K - $10.4K
25.2K $3.08M
LLY
Eli Lilly & CO

Healthcare
-134
- 1.57%
$725.72 - $929.72 $97.2K - $125K
8.42K $6.96M
OTIS
Otis Worldwide Corp

Industrials
-16.9K
- 8.45%
$90.77 - $104.01 $1.53M - $1.75M
183K $18.9M
AZN
Astrazeneca PLC

Healthcare
-645
- 1.15%
$65.37 - $77.96 $42.2K - $50.3K
55.4K $4.07M
MA
Mastercard Inc

Financial Services
-749
- 1.97%
$504.67 - $576.31 $378K - $432K
37.3K $20.4M
ROP
Roper Technologies Inc

Industrials
-8
- 0.12%
$502.71 - $593.81 $4.02K - $4.75K
6.45K $3.8M
CSGP
Costar Group, Inc.

Real Estate
-3.63K
- 3.55%
$69.29 - $80.37 $251K - $292K
98.5K $7.8M
ABT
Abbott Laboratories

Healthcare
-48
- 0.19%
$111.1 - $140.22 $5.33K - $6.73K
25.4K $3.37M
GE
General Electric CO

Industrials
-968
- 4.23%
$168.59 - $212.13 $163K - $205K
21.9K $4.38M
ICE
Intercontinental Exchange, Inc.

Financial Services
-173
- 0.57%
$142.8 - $176.36 $24.7K - $30.5K
30.4K $5.24M
CVX
Chevron Corp

Energy
-17
- 0.05%
$146.71 - $167.97 $2.49K - $2.86K
36K $6.03M
KO
Coca Cola CO

Consumer Defensive
-208
- 0.22%
$60.81 - $72.32 $12.6K - $15K
95.1K $6.81M
XOM
Exxon Mobil Corp

Energy
-765
- 0.89%
$105.44 - $118.93 $80.7K - $91K
85.5K $10.2M
JNJ
Johnson & Johnson

Healthcare
-1.25K
- 2.22%
$142.06 - $167.7 $178K - $210K
55.1K $9.13M
IXUS
Ishares Tr

ETFs
-2.24K
- 0.53%
$65.06 - $72.31 $146K - $162K
417K $29.1M
CCI
Crown Castle International Corp

Real Estate
-14.2K
- 5.65%
$84.33 - $106.39 $1.19M - $1.51M
236K $24.6M
XLE
Energy Sector Spdr

ETFs
-9.8K
- 2.43%
$85.7 - $93.96 $840K - $921K
394K $36.8M
SE
Sea LTD

Consumer Cyclical
-11.6K
- 6.83%
$104.87 - $146.31 $1.21M - $1.69M
158K $20.6M
IAU
Ishares Gold Trust

ETFs
-173K
- 7.03%
$49.74 - $58.96 $8.62M - $10.2M
2.29M $135M
Activity Summary
Buys All Purchases 166 New Holdings 18 Increased Positions 148 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 0 Puts 0
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