Trust CO Of Vermont has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.98 Billion distributed in 1348 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $131M, Microsoft Corp with a value of $91.8M, Alphabet Inc. with a value of $62.5M, Amazon Com Inc with a value of $58.7M, and Berkshire Hathaway Inc Class B with a value of $55.9M.

Examining the 13F form we can see an increase of $150M in the current position value, from $1.83B to 1.98B.

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

Portfolio value $1.98 Billion
Technology: $463 Million
Financial Services: $261 Million
Healthcare: $246 Million
Industrials: $197 Million
Consumer Cyclical: $182 Million
Consumer Defensive: $168 Million
ETFs: $155 Million
Communication Services: $143 Million
Other: $165 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 1,348
  • Current Value $1.98 Billion
  • Prior Value $1.83 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 223 stocks
  • Additional Purchases 285 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 205 stocks
Track This Portfolio

Track Trust CO Of Vermont Portfolio

Follow Trust CO Of Vermont 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 Trust CO Of Vermont, based on Form 13F filings with the SEC.

News

Stay updated on Trust CO Of Vermont with notifications on news.