Trust Investment Advisors New Holdings in Q1 2025

Trust Investment Advisors

  • $150 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
2.42K
New
$258.59 - $327.36 $625K - $791K
2.42K $753K
ABBV
Abb Vie Inc.

Healthcare
2.66K
New
$169.2 - $216.66 $450K - $577K
2.66K $557K
PM
Philip Morris International Inc.

Consumer Defensive
2.86K
New
$117.15 - $158.79 $335K - $454K
2.86K $454K
WMT
Walmart Inc.

Consumer Defensive
4.73K
New
$84.5 - $105.05 $400K - $497K
4.73K $415K
MCK
Mckesson Corp

Healthcare
486
New
$566.21 - $672.99 $275K - $327K
486 $327K
CAH
Cardinal Health Inc

Healthcare
2.11K
New
$118.02 - $137.77 $248K - $290K
2.11K $290K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.17K
New
$208.48 - $244.03 $244K - $286K
1.17K $285K
VRSN
Verisign Inc

Technology
1.07K
New
$205.1 - $254.74 $219K - $272K
1.07K $270K
ELV
Elevance Health, Inc.

Healthcare
609
New
$365.9 - $436.25 $223K - $266K
609 $264K
GL
Globe Life Inc.

Financial Services
1.96K
New
$111.2 - $131.72 $218K - $258K
1.96K $258K
TXN
Texas Instruments Inc

Technology
1.28K
New
N/A
1.28K $248K
SLM
Slm Corp

Financial Services
8.07K
New
$26.95 - $32.54 $218K - $263K
8.07K $237K
EBAY
Ebay Inc

Consumer Cyclical
3.41K
New
$61.61 - $70.93 $210K - $242K
3.41K $230K
WELL
Welltower Inc.

Real Estate
1.49K
New
$124.05 - $156.86 $184K - $233K
1.49K $227K
EXC
Exelon Corp

Utilities
4.86K
New
$37.3 - $46.08 $181K - $224K
4.86K $223K
DTE
Dte Energy CO

Utilities
1.61K
New
$117.6 - $138.27 $189K - $223K
1.61K $222K
AEE
Ameren Corp

Utilities
2.2K
New
$86.87 - $103.67 $191K - $228K
2.2K $220K
GRPN
Groupon, Inc.

Communication Services
11.6K
New
$9.77 - $18.83 $114K - $219K
11.6K $218K
L
Loews Corp

Financial Services
2.37K
New
$81.13 - $91.91 $192K - $218K
2.37K $217K
RGLD
Royal Gold Inc

Basic Materials
1.32K
New
$132.55 - $163.51 $174K - $215K
1.32K $215K
AIG
American International Group, Inc.

Financial Services
2.47K
New
$70.5 - $86.94 $174K - $215K
2.47K $214K
MNST
Monster Beverage Corp

Consumer Defensive
3.65K
New
$46.16 - $58.58 $168K - $214K
3.65K $213K
BRO
Brown & Brown, Inc.

Financial Services
1.72K
New
$100.54 - $124.4 $173K - $214K
1.72K $213K
MDT
Medtronic PLC

Healthcare
2.37K
New
$79.84 - $94.5 $189K - $223K
2.37K $212K
CVS
Cvs Health Corp

Healthcare
3.12K
New
$44.22 - $68.64 $138K - $214K
3.12K $211K
VZ
Verizon Communications Inc

Communication Services
4.66K
New
$37.81 - $46.49 $176K - $217K
4.66K $211K
MMM
3 M CO

Industrials
1.42K
New
$129.7 - $155.12 $184K - $221K
1.42K $208K
YUM
Yum Brands Inc

Consumer Cyclical
1.33K
New
$123.25 - $162.53 $163K - $215K
1.33K $208K
CTRA
Coterra Energy Inc.

Energy
7.22K
New
$25.51 - $29.83 $184K - $215K
7.22K $208K
MRK
Merck & Co., Inc.

Healthcare
2.3K
New
$83.01 - $101.02 $191K - $232K
2.3K $206K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
2.79K
New
$71.9 - $77.57 $201K - $216K
2.79K $206K
WMB
Williams Companies, Inc.

Energy
3.46K
New
$54.02 - $61.09 $187K - $211K
3.46K $206K
UNP
Union Pacific Corp

Industrials
871
New
$225.21 - $254.42 $196K - $222K
871 $205K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.19K
New
$142.8 - $176.36 $169K - $209K
1.19K $204K
GE
General Electric CO

Industrials
1.02K
New
$168.59 - $212.13 $172K - $216K
1.02K $203K
EMR
Emerson Electric CO

Industrials
1.84K
New
$108.64 - $131.17 $200K - $241K
1.84K $201K
ABC
Amerisourcebergen Corp

Healthcare
761
New
N/A
761 $140K
AVK
Advent Convertible & Income Fund

Financial Services
12.1K
New
$11.44 - $12.34 $138K - $149K
12.1K $139K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
33.3K
New
$3.27 - $3.68 $109K - $123K
33.3K $109K
Activity Summary
Buys All Purchases 103 New Holdings 40 Increased Positions 63 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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