Equitable Trust CO Portfolio Holdings
Equitable Trust CO
- $1.74 Billion
- Q1 2025
Equitable Trust CO has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.74 Billion distributed in 730 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $135M, Vanguard Index Fds S&P 500 ETF with a value of $126M, Vanguard Value ETF with a value of $66.2M, Hca Healthcare, Inc. with a value of $61.2M, and Microsoft Corp with a value of $48.6M.
Examining the 13F form we can see an increase of $13.4M in the current position value, from $1.72B to 1.74B.
Below you can find more details about Equitable Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$1.74 Billion
ETFs: $595 Million
Technology: $263 Million
Financial Services: $207 Million
Healthcare: $170 Million
Industrials: $113 Million
Consumer Cyclical: $97.1 Million
Communication Services: $95.9 Million
Consumer Defensive: $68.2 Million
Other: $127 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 730
- Current Value $1.74 Billion
- Prior Value $1.72 Billion
- Filing
- Period Q1 2025
- Filing Date May 07, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 18 stocks
- Additional Purchases 148 stocks
- Sold out of 0 stocks
- Reduced holdings in 194 stocks