Sageworth Trust CO Incresed Positions in Q1 2025

Sageworth Trust CO

  • $1.59 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
31.3K
+ 0.92%
$58.01 - $64.46 $1.81M - $2.02M
3.42M $212M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
127K
+ 771.62%
$57.21 - $65.8 $7.25M - $8.34M
143K $8.36M
MLPX
Global X Mlp & Energy Infrastr

ETFs
112K
+ 311.92%
$59.6 - $67.2 $6.69M - $7.55M
148K $9.47M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
20.9K
+ 3.04%
$67.08 - $76.14 $1.4M - $1.59M
708K $52.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21K
+ 6.91%
$507.05 - $563.67 $10.7M - $11.9M
325K $167M
DFIC
Dimensional ETF Tr Dimensional

ETFs
61.4K
+ 8.66%
$25.54 - $28.79 $1.57M - $1.77M
769K $21.4M
VEA
Vanguard Ftse Developed Market

ETFs
667
+ 0.1%
$47.4 - $52.99 $31.6K - $35.3K
650K $33.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
49.1K
+ 10.12%
$25.35 - $27.46 $1.24M - $1.35M
534K $14.1M
ABT
Abbott Laboratories

Healthcare
89
+ 0.25%
$111.1 - $140.22 $9.89K - $12.5K
36.1K $4.79M
ABBV
Abb Vie Inc.

Healthcare
59
+ 0.27%
$169.2 - $216.66 $9.98K - $12.8K
22K $4.61M
HAIN
Hain Celestial Group Inc

Consumer Defensive
72.2K
+ 189.68%
$3.58 - $6.19 $259K - $447K
110K $457K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.15K
+ 4.43%
$55.47 - $61.45 $63.5K - $70.4K
27K $1.59M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
155
+ 0.27%
$42.5 - $46.71 $6.59K - $7.24K
57.8K $2.62M
XLE
Energy Sector Spdr

ETFs
95
+ 1.52%
$85.7 - $93.96 $8.14K - $8.93K
6.35K $593K
MDLZ
Mondelez International, Inc.

Consumer Defensive
15
+ 0.28%
$56.12 - $68.15 $842 - $1.02K
5.34K $362K
KO
Coca Cola CO

Consumer Defensive
45
+ 1.08%
$60.81 - $72.32 $2.74K - $3.25K
4.2K $300K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.1%
$232.43 - $265.13 $232 - $265
1.02K $268K
SHW
Sherwin Williams CO

Basic Materials
4
+ 0.21%
$330.16 - $365.55 $1.32K - $1.46K
1.89K $658K
SPGI
S&P Global Inc.

Financial Services
4
+ 0.27%
$478.26 - $543.77 $1.91K - $2.18K
1.5K $764K
TJX
Tjx Companies Inc

Consumer Cyclical
35
+ 0.41%
$112.81 - $126.16 $3.95K - $4.42K
8.47K $1.03M
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.35%
$225.19 - $279.95 $1.35K - $1.68K
1.73K $425K
Ishares Bitcoin Tr Shs
19.4K
+ 62.69%
N/A
50.3K $0
Dimensional Us Core Equity 1 E
49.2K
+ 25.68%
N/A
241K $0
Linde PLC Cmn
3
+ 0.25%
N/A
1.2K $0
CAT
Caterpillar Inc

Industrials
26
+ 3.66%
$326.75 - $407.63 $8.5K - $10.6K
736 $242K
HON
Honeywell International Inc

Industrials
18
+ 0.58%
$202.75 - $226.52 $3.65K - $4.08K
3.12K $660K
DHR
Danaher Corp

Healthcare
54
+ 2.3%
$201.62 - $250.59 $10.9K - $13.5K
2.4K $492K
CMI
Cummins Inc

Industrials
1
+ 0.07%
$312.92 - $386.07 $313 - $386
1.42K $446K
RSP
Invesco S&P 500 Equal Weight E

ETFs
670
+ 0.76%
$169.43 - $182.84 $114K - $123K
89.1K $15.4M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
538
+ 1.6%
$96.93 - $109.51 $52.1K - $58.9K
34.2K $3.35M
IVV
Ishares Core S&P 500 ETF

ETFs
333
+ 0.99%
$554.06 - $615.85 $185K - $205K
33.9K $19.1M
TSLA
Tesla, Inc.

Consumer Cyclical
2.64K
+ 18.41%
$222.15 - $428.22 $585K - $1.13M
16.9K $4.39M
DFAS
Dimensional ETF Tr U S Small C

ETFs
27.6K
+ 2.91%
$58.81 - $68.2 $1.62M - $1.88M
978K $58.4M
Activity Summary
Buys All Purchases 38 New Holdings 4 Increased Positions 34 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sageworth Trust CO Portfolio

Follow Sageworth Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sageworth Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Sageworth Trust CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email