Trust CO Incresed Positions in Q1 2025

Trust CO

  • $810 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
343K
+ 93.23%
$110.11 - $110.51 $37.8M - $37.9M
711K $78.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
57.1K
+ 126.13%
$302.31 - $337.54 $17.2M - $19.3M
102K $31.2M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
206K
+ 108.35%
$50.72 - $50.92 $10.4M - $10.5M
396K $20.1M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
103K
+ 4171.86%
$48.43 - $49.9 $5M - $5.16M
106K $5.28M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
135K
+ 49.15%
$19.0 - $19.66 $2.57M - $2.66M
410K $8.05M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.49K
+ 45.05%
$168.16 - $186.21 $1.26M - $1.4M
24.1K $4.09M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
7.41K
+ 5.0%
$51.39 - $57.43 $381K - $425K
156K $8.68M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
350
+ 3.37%
$442.66 - $534.52 $155K - $187K
10.7K $5.63M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.66K
+ 23.98%
$126.11 - $135.06 $839K - $899K
34.4K $4.39M
BNDX
Vanguard Total International B

ETFs
17K
+ 9.03%
$48.33 - $49.5 $822K - $842K
205K $10M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
22.2K
+ 4.74%
$21.77 - $22.25 $483K - $494K
490K $10.9M
VZ
Verizon Communications Inc

Communication Services
11.6K
+ 73.23%
$37.81 - $46.49 $437K - $538K
27.4K $1.24M
CMCSA
Comcast Corp

Communication Services
13.1K
+ 62.34%
$33.19 - $38.23 $434K - $500K
34K $1.26M
HYMU
Blackrock ETF Tr Ii High Yield
15.6K
+ 6.75%
$22.43 - $23.19 $349K - $361K
246K $5.65M
UNH
Unitedhealth Group Inc

Healthcare
722
+ 106.02%
$461.52 - $548.18 $333K - $396K
1.4K $734K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.3K
+ 8.02%
$27.01 - $28.54 $278K - $294K
139K $3.82M
MRK
Merck & Co., Inc.

Healthcare
4.52K
+ 40.25%
$83.01 - $101.02 $375K - $456K
15.7K $1.41M
SHEL
Shell PLC

Energy
2.45K
+ 711.34%
$62.84 - $73.29 $154K - $179K
2.79K $202K
LMT
Lockheed Martin Corp

Industrials
449
+ 21.03%
$423.19 - $506.29 $190K - $227K
2.58K $1.15M
IBMP
Ishares Tr Ibonds December 202

ETFs
3.96K
+ 40.22%
$25.1 - $25.34 $99.3K - $100K
13.8K $348K
IBMO
Ishares Tr Ibonds December 202

ETFs
3.93K
+ 40.12%
$25.45 - $25.6 $99.9K - $100K
13.7K $350K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.95K
+ 40.4%
$25.08 - $25.39 $99.1K - $100K
13.7K $346K
LARK
Landmark Bancorp Inc

Financial Services
761
+ 2.96%
$22.92 - $27.55 $17.4K - $21K
26.5K $715K
UNP
Union Pacific Corp

Industrials
200
+ 9.63%
$225.21 - $254.42 $45K - $50.9K
2.28K $537K
IBM
International Business Machines Corp

Technology
200
+ 46.4%
$217.4 - $264.74 $43.5K - $52.9K
631 $156K
VGIT
Vanguard Intermediate Term Tre

ETFs
849
+ 10.23%
$57.44 - $59.4 $48.8K - $50.4K
9.15K $542K
JPM
Jpmorgan Chase & CO

Financial Services
47
+ 0.55%
$225.19 - $279.95 $10.6K - $13.2K
8.6K $2.11M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
2.35K
+ 29.78%
$21.16 - $21.77 $49.7K - $51.2K
10.2K $222K
IEFA
Ishares Tr

ETFs
216
+ 4.05%
$69.57 - $78.65 $15K - $17K
5.55K $424K
AJG
Arthur J. Gallagher & Co.

Financial Services
2
+ 0.27%
$275.89 - $345.24 $552 - $690
739 $255K
JEPI
J P Morgan Exchange Traded Fd

ETFs
774
+ 8.38%
$56.17 - $59.71 $43.5K - $46.2K
10K $567K
AMT
American Tower Corp

Real Estate
100
+ 28.41%
$173.46 - $217.6 $17.3K - $21.8K
452 $98K
MMM
3 M CO

Industrials
150
+ 37.31%
$129.7 - $155.12 $19.5K - $23.3K
552 $81K
CVX
Chevron Corp

Energy
85
+ 13.24%
$146.71 - $167.97 $12.5K - $14.3K
727 $121K
VNQ
Vanguard Specialized Funds Van

ETFs
271
+ 3.62%
$85.55 - $94.34 $23.2K - $25.6K
7.76K $696K
IBDV
Ishares Tr

Technology
1.17K
+ 25.34%
$21.11 - $21.73 $24.7K - $25.4K
5.79K $125K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1K
+ 50.15%
$24.79 - $25.26 $24.9K - $25.4K
3.01K $75K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.1K
+ 50.21%
$22.61 - $23.14 $24.8K - $25.3K
3.28K $75K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.04K
+ 14.35%
$23.9 - $24.18 $24.9K - $25.2K
8.31K $200K
NKE
Nike, Inc.

Consumer Cyclical
411
+ 249.09%
$63.29 - $81.72 $26K - $33.6K
576 $36K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.04K
+ 28.3%
N/A
4.71K $111K
NEE
Nextera Energy Inc

Utilities
350
+ 16.2%
$66.96 - $76.16 $23.4K - $26.7K
2.51K $177K
CAT
Caterpillar Inc

Industrials
100
+ 23.87%
$326.75 - $407.63 $32.7K - $40.8K
519 $171K
MDT
Medtronic PLC

Healthcare
100
+ 11.04%
$79.84 - $94.5 $7.98K - $9.45K
1.01K $90K
PFE
Pfizer Inc

Healthcare
829
+ 22.77%
$25.01 - $27.13 $20.7K - $22.5K
4.47K $113K
GIS
General Mills Inc

Consumer Defensive
640
+ 12.12%
$57.56 - $65.3 $36.8K - $41.8K
5.92K $353K
ELV
Elevance Health, Inc.

Healthcare
2
+ 0.8%
$365.9 - $436.25 $732 - $873
252 $108K
PG
Procter & Gamble CO

Consumer Defensive
75
+ 6.82%
$158.56 - $176.26 $11.9K - $13.2K
1.17K $200K
VEEV
Veeva Systems Inc

Healthcare
49
+ 28.0%
$210.58 - $246.8 $10.3K - $12.1K
224 $51K
Activity Summary
Buys All Purchases 130 New Holdings 38 Increased Positions 92 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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