Equitable Trust CO Portfolio Holdings
Equitable Trust CO
- $1.47 Billion
- Q3 2024
Equitable Trust CO has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.47 Billion distributed in 706 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $128M, Hca Healthcare, Inc. with a value of $53.1M, Microsoft Corp with a value of $52M, Apple Inc. with a value of $51M, and Alphabet Inc. with a value of $43.8M.
Examining the 13F form we can see an increase of $101M in the current position value, from $1.37B to 1.47B.
Below you can find more details about Equitable Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$1.47 Billion
Technology: $273 Million
ETFs: $232 Million
Financial Services: $194 Million
Healthcare: $174 Million
Industrials: $156 Million
Communication Services: $102 Million
Consumer Cyclical: $101 Million
Real Estate: $80.3 Million
Other: $153 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 706
- Current Value $1.47 Billion
- Prior Value $1.37 Billion
- Filing
- Period Q3 2024
- Filing Date November 01, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 30 stocks
- Additional Purchases 160 stocks
- Sold out of 0 stocks
- Reduced holdings in 156 stocks