Trust CO Of Vermont has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.79 Billion distributed in 1129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $96.5M, Microsoft Corp with a value of $86.8M, Alphabet Inc. with a value of $56.4M, Amazon Com Inc with a value of $55.8M, and Berkshire Hathaway Inc Class B with a value of $49.9M.

Examining the 13F form we can see an increase of $297M in the current position value, from $1.49B to 1.79B.

Below you can find more details about Trust CO Of Vermont portfolio as well as his latest detailed transactions.

Portfolio value $1.79 Billion
Technology: $394 Million
Financial Services: $238 Million
Healthcare: $237 Million
Industrials: $185 Million
Consumer Cyclical: $173 Million
Consumer Defensive: $152 Million
ETFs: $136 Million
Communication Services: $130 Million
Other: $141 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,129
  • Current Value $1.79 Billion
  • Prior Value $1.49 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 03, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 136 stocks
  • Additional Purchases 306 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 137 stocks
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