Trust Point Inc. Purchases in Q4 2024

Trust Point Inc.

  • $1.44 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
224K
+ 767.87%
$57.29 - $63.1 $12.8M - $14.1M
253K $14.5B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
454K
+ 412.0%
$26.65 - $29.34 $12.1M - $13.3M
564K $15.3B
Wisdomtree
2.84K
+ 0.09%
N/A
3.02M $149B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
266K
+ 8.48%
$47.58 - $48.56 $12.7M - $12.9M
3.4M $163B
VV
Vanguard Large Cap ETF

ETFs
29.8K
+ 12.86%
$260.27 - $280.65 $7.77M - $8.38M
262K $70.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
15.4K
+ 300.94%
$567.81 - $607.81 $8.73M - $9.35M
20.5K $12B
VIG
Vanguard Dividend Appreciation

ETFs
55.8K
+ 4.42%
N/A
1.32M $258B
AAPL
Apple Inc.

Technology
7.81K
+ 6.39%
$221.69 - $259.02 $1.73M - $2.02M
130K $32.6B
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
123K
+ 53.53%
$32.85 - $34.26 $4.03M - $4.2M
352K $11.6B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
74.6K
+ 609.11%
$45.07 - $47.1 $3.36M - $3.51M
86.8K $3.92B
PWR
Quanta Services, Inc.

Industrials
436
+ 0.27%
$296.05 - $346.6 $129K - $151K
165K $52B
NVDA
Nvidia Corp

Technology
7.66K
+ 5.01%
$117.0 - $148.88 $896K - $1.14M
160K $21.6B
AVGO
Broadcom Inc.

Technology
957
+ 2.27%
$159.67 - $250.0 $153K - $239K
43.1K $10B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
57.7K
+ 139.21%
$44.04 - $49.49 $2.54M - $2.86M
99.1K $4.37B
MSFT
Microsoft Corp

Technology
5.79K
+ 12.89%
$406.35 - $454.46 $2.35M - $2.63M
50.7K $21.4B
AMZN
Amazon Com Inc

Consumer Cyclical
2.32K
+ 5.04%
$180.88 - $232.93 $420K - $541K
48.4K $10.6B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3.14K
+ 547.29%
$563.99 - $620.12 $1.77M - $1.94M
3.71K $2.11B
GOOGL
Alphabet Inc.

Communication Services
919
+ 1.77%
$161.86 - $196.66 $149K - $181K
52.9K $10B
Blackrock Inc
1.35K
New
N/A
1.35K $1.39B
TYL
Tyler Technologies Inc

Technology
2.12K
New
$576.64 - $635.69 $1.22M - $1.34M
2.12K $1.22B
EFG
Msci Eafe Growth ETF

ETFs
12.3K
+ 230.29%
$96.83 - $106.88 $1.2M - $1.32M
17.7K $1.71B
V
Visa Inc.

Financial Services
1.28K
+ 7.91%
$273.87 - $320.91 $351K - $411K
17.5K $5.52B
NOW
Service Now, Inc.

Technology
760
+ 54.32%
$867.18 - $1148.42 $659K - $873K
2.16K $2.29B
BURL
Burlington Stores, Inc.

Consumer Cyclical
3.46K
New
$242.7 - $295.49 $840K - $1.02M
3.46K $987M
Arista Networks Inc
8.78K
New
N/A
8.78K $970M
GDDY
Go Daddy Inc.

Technology
4.87K
New
$153.16 - $209.03 $746K - $1.02M
4.87K $961M
HEI
Heico Corp

Industrials
4.14K
+ 408.29%
$237.06 - $279.02 $980K - $1.15M
5.15K $1.22B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.54K
+ 14.64%
$521.84 - $558.82 $805K - $862K
12.1K $6.5B
WMT
Walmart Inc.

Consumer Defensive
4.46K
+ 8.08%
$79.1 - $95.7 $352K - $426K
59.6K $5.38B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
10.4K
New
$88.59 - $94.57 $921K - $983K
10.4K $923M
SF
Stifel Financial Corp

Financial Services
8.3K
+ 353.32%
$93.4 - $117.72 $775K - $977K
10.6K $1.13B
JPM
Jpmorgan Chase & CO

Financial Services
328
+ 1.26%
$205.18 - $250.29 $67.3K - $82.1K
26.3K $6.32B
WFC
Wells Fargo & Company

Financial Services
1.77K
+ 3.47%
$54.98 - $77.35 $97.1K - $137K
52.7K $3.7B
WST
West Pharmaceutical Services Inc

Healthcare
2.43K
+ 321.03%
$285.69 - $344.0 $693K - $835K
3.18K $1.04B
PAYC
Paycom Software, Inc.

Technology
3.89K
New
$159.94 - $240.25 $621K - $933K
3.89K $796M
JLL
Jones Lang Lasalle Inc

Real Estate
3.05K
+ 352.83%
$246.93 - $283.67 $754K - $866K
3.92K $992M
WSO
Watsco Inc

Industrials
1.59K
New
$466.57 - $568.78 $743K - $906K
1.59K $755M
ANSS
Ansys Inc

Technology
2.21K
New
$313.05 - $361.45 $691K - $798K
2.21K $745M
ROL
Rollins Inc

Consumer Cyclical
16.1K
New
$46.35 - $51.59 $745K - $829K
16.1K $745M
MKL
Markel Corp

Financial Services
402
New
$1542.01 - $1785.11 $620K - $718K
402 $694M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.71K
+ 40.96%
$172.07 - $207.36 $467K - $563K
9.34K $1.84B
RPM
Rpm International Inc

Basic Materials
5.47K
New
$120.09 - $140.26 $657K - $767K
5.47K $673M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
6.68K
New
$77.15 - $104.91 $515K - $700K
6.68K $673M
NFLX
Netflix Inc

Communication Services
155
+ 5.28%
$687.65 - $936.56 $107K - $145K
3.09K $2.76B
TOST
Toast, Inc.

Technology
17.4K
New
$27.43 - $43.54 $477K - $757K
17.4K $634M
EMR
Emerson Electric CO

Industrials
3.54K
+ 27.53%
$108.13 - $134.33 $383K - $476K
16.4K $2.03B
META
Meta Platforms, Inc.

Communication Services
792
+ 6.91%
$554.08 - $632.68 $439K - $501K
12.3K $7.17B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.6K
New
$91.94 - $100.02 $607K - $660K
6.6K $611M
IWR
Ishares Russell Mid Cap ETF

ETFs
6.5K
+ 6.52%
$87.25 - $95.52 $567K - $621K
106K $9.39B
Activity Summary
Buys All Purchases 341 New Holdings 80 Increased Positions 261 Sells All Sells 190 Reductions 190 Sold out 0 Options Calls 0 Puts 0
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