Equitable Trust CO Portfolio Holdings
Equitable Trust CO
- $1.72 Billion
- Q4 2024
Equitable Trust CO has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.72 Billion distributed in 749 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $130M, Ishares Gold Trust with a value of $122M, Vanguard Value ETF with a value of $65.9M, Apple Inc. with a value of $55.3M, and Microsoft Corp with a value of $54.6M.
Examining the 13F form we can see an increase of $251M in the current position value, from $1.47B to 1.72B.
Below you can find more details about Equitable Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$1.72 Billion
ETFs: $587 Million
Technology: $289 Million
Financial Services: $194 Million
Healthcare: $142 Million
Industrials: $121 Million
Communication Services: $108 Million
Consumer Cyclical: $105 Million
Real Estate: $64 Million
Other: $113 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 749
- Current Value $1.72 Billion
- Prior Value $1.47 Billion
- Filing
- Period Q4 2024
- Filing Date January 29, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 73 stocks
- Additional Purchases 112 stocks
- Sold out of 0 stocks
- Reduced holdings in 162 stocks