Sageworth Trust CO Reduced Holdings in Q1 2025

Sageworth Trust CO

  • $1.59 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-39.8K
- 3.27%
$271.18 - $303.12 $10.8M - $12.1M
1.18M $324M
SPY
Spdr S&P 500 ETF Trust

ETFs
-839
- 0.3%
$551.42 - $612.93 $463K - $514K
278K $155M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-10.8K
- 52.91%
$522.96 - $601.18 $5.63M - $6.47M
9.58K $5.11M
ACWI
Ishares Msci Acwi ETF

ETFs
-6.1K
- 0.35%
$115.16 - $124.13 $702K - $757K
1.75M $203M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-28.4K
- 87.8%
$74.85 - $84.89 $2.13M - $2.41M
3.95K $322K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.37K
- 0.77%
$102.49 - $119.96 $140K - $164K
177K $18.5M
IWM
Ishares Russell 2000 ETF

ETFs
-780
- 1.47%
$198.1 - $229.79 $155K - $179K
52.3K $10.4M
VT
Vanguard Total World Stk Index

ETFs
-2.91K
- 0.49%
$115.08 - $123.97 $335K - $361K
593K $68.7M
NVDA
Nvidia Corp

Technology
-104
- 0.88%
$106.98 - $149.43 $11.1K - $15.5K
11.7K $1.27M
AAPL
Apple Inc.

Technology
-239
- 2.86%
$209.68 - $247.1 $50.1K - $59.1K
8.11K $1.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-547
- 13.97%
$190.26 - $242.06 $104K - $132K
3.37K $640K
MSFT
Microsoft Corp

Technology
-122
- 3.55%
$375.39 - $447.2 $45.8K - $54.6K
3.31K $1.24M
DFAE
Dimensional ETF Tr

ETFs
-5K
- 2.91%
$24.64 - $26.86 $123K - $134K
167K $4.32M
VIG
Vanguard Dividend Appreciation

ETFs
-149
- 8.94%
N/A
1.52K $276K
PEP
Pepsico Inc

Consumer Defensive
-43
- 1.53%
$142.64 - $156.42 $6.13K - $6.73K
2.76K $414K
LHX
L3 Harris Technologies, Inc.

Industrials
-27
- 1.14%
$194.65 - $222.86 $5.26K - $6.02K
2.33K $488K
EEM
Ishares Msci Emerging Markets

ETFs
-1.21K
- 4.78%
$40.81 - $45.34 $49.4K - $54.9K
24.1K $1.05M
ABC
Amerisourcebergen Corp

Healthcare
-6
- 0.34%
N/A
1.77K $326K
UNP
Union Pacific Corp

Industrials
-19
- 2.16%
$225.21 - $254.42 $4.28K - $4.83K
860 $203K
COP
Conocophillips

Energy
-31
- 0.94%
$88.6 - $105.85 $2.75K - $3.28K
3.26K $342K
CVX
Chevron Corp

Energy
-9
- 0.39%
$146.71 - $167.97 $1.32K - $1.51K
2.31K $386K
JNJ
Johnson & Johnson

Healthcare
-141
- 3.32%
$142.06 - $167.7 $20K - $23.6K
4.1K $679K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-58
- 1.75%
$442.66 - $534.52 $25.7K - $31K
3.25K $1.73M
VTV
Vanguard Value ETF

ETFs
-1.45K
- 0.82%
$167.73 - $179.21 $242K - $259K
174K $30.1M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-9.29K
- 0.62%
$51.39 - $57.43 $477K - $533K
1.48M $82M
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
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