Trust Point Inc. Incresed Positions in Q2 2025

Trust Point Inc.

  • $1.06 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
5.97K
+ 0.51%
N/A
1.19M $243B
MSFT
Microsoft Corp

Technology
3.29K
+ 8.99%
$354.56 - $497.45 $1.17M - $1.64M
39.9K $19.8B
NVDA
Nvidia Corp

Technology
1.96K
+ 1.73%
$94.31 - $157.99 $185K - $309K
115K $18.2B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
71.8K
+ 26.99%
$26.69 - $33.44 $1.92M - $2.4M
338K $11.1B
VEU
Vanguard Ftse All World Ex Us

ETFs
33.2K
+ 41.72%
$54.19 - $67.22 $1.8M - $2.23M
113K $7.57B
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
76.3K
+ 26.8%
$28.36 - $31.3 $2.16M - $2.39M
361K $11.6B
GOOGL
Alphabet Inc.

Communication Services
5.69K
+ 14.8%
$144.7 - $178.6 $824K - $1.02M
44.1K $7.78B
FAST
Fastenal CO

Industrials
99.5K
+ 150.28%
$40.65 - $83.16 $4.05M - $8.28M
166K $6.96B
META
Meta Platforms, Inc.

Communication Services
548
+ 6.27%
$484.66 - $738.09 $266K - $404K
9.3K $6.86B
JPM
Jpmorgan Chase & CO

Financial Services
2.43K
+ 11.06%
$210.28 - $289.91 $511K - $705K
24.4K $7.08B
NFLX
Netflix Inc

Communication Services
221
+ 10.82%
$855.86 - $1339.13 $189K - $296K
2.26K $3.03B
ORCL
Oracle Corp

Technology
842
+ 7.45%
$122.82 - $218.63 $103K - $184K
12.1K $2.65B
SCHX
Schwab Strategic Tr Us Large C

ETFs
34.9K
+ 198.02%
$19.6 - $24.44 $685K - $854K
52.6K $1.28B
COST
Costco Wholesale Corp

Consumer Defensive
752
+ 37.45%
$908.13 - $1056.85 $683K - $795K
2.76K $2.73B
IVV
Ishares Core S&P 500 ETF

ETFs
32
+ 0.24%
$498.8 - $620.9 $16K - $19.9K
13.1K $8.14B
V
Visa Inc.

Financial Services
1.97K
+ 14.79%
$308.27 - $373.31 $607K - $735K
15.3K $5.43B
IBM
International Business Machines Corp

Technology
885
+ 10.03%
$221.03 - $294.78 $196K - $261K
9.71K $2.86B
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
16.9K
+ 68.23%
$27.43 - $34.32 $463K - $579K
41.6K $1.43B
NOW
Service Now, Inc.

Technology
234
+ 13.97%
$721.65 - $1040.18 $169K - $243K
1.91K $1.96B
FNDE
Schwab Fundamental Emerging Mk

ETFs
12.9K
+ 14.47%
$26.66 - $33.09 $345K - $428K
102K $3.38B
MA
Mastercard Inc

Financial Services
937
+ 19.4%
$479.92 - $590.74 $450K - $554K
5.77K $3.24B
INTU
Intuit Inc

Technology
353
+ 21.86%
$544.07 - $787.63 $192K - $278K
1.97K $1.55B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
17.7K
+ 90.63%
$24.14 - $25.43 $428K - $451K
37.3K $924M
UNP
Union Pacific Corp

Industrials
1.9K
+ 35.1%
$208.27 - $238.46 $396K - $453K
7.32K $1.68B
CSCO
Cisco Systems, Inc.

Technology
2.95K
+ 11.38%
$53.19 - $69.38 $157K - $205K
28.9K $2B
IEFA
Ishares Tr

ETFs
40
+ 0.08%
$67.83 - $84.09 $2.71K - $3.36K
49.7K $4.15B
MPC
Marathon Petroleum Corp

Energy
1.91K
+ 66.7%
$118.55 - $170.08 $226K - $325K
4.77K $793M
KLAC
Kla Corp

Technology
284
+ 57.96%
$576.53 - $902.94 $164K - $256K
774 $693M
TXN
Texas Instruments Inc

Technology
726
+ 9.78%
N/A
8.15K $1.69B
TDG
Trans Digm Group Inc

Industrials
197
+ 47.36%
$1231.75 - $1520.64 $243K - $300K
613 $932M
WM
Waste Management Inc

Industrials
1.58K
+ 102.01%
$216.47 - $242.1 $341K - $382K
3.12K $714M
LLY
Eli Lilly & CO

Healthcare
621
+ 21.75%
$713.71 - $898.95 $443K - $558K
3.48K $2.71B
PH
Parker Hannifin Corp

Industrials
394
+ 116.91%
$517.23 - $700.54 $204K - $276K
731 $511M
QCOM
Qualcomm Inc

Technology
1.67K
+ 30.56%
$124.66 - $159.48 $208K - $266K
7.12K $1.13B
MS
Morgan Stanley

Financial Services
351
+ 3.58%
$99.83 - $140.86 $35K - $49.4K
10.2K $1.43B
Ge Vernova LLC
3
+ 0.24%
N/A
1.25K $662M
PANW
Palo Alto Networks Inc

Technology
894
+ 34.8%
$152.44 - $204.64 $136K - $183K
3.46K $709M
DIS
Walt Disney CO

Communication Services
911
+ 14.88%
$81.72 - $124.01 $74.4K - $113K
7.03K $872M
CB
Chubb LTD

Financial Services
960
+ 80.94%
$274.32 - $302.46 $263K - $290K
2.15K $622M
SPGI
S&P Global Inc.

Financial Services
448
+ 32.7%
$438.31 - $527.29 $196K - $236K
1.82K $959M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.64K
+ 9.8%
$51.16 - $62.02 $135K - $164K
29.6K $1.83B
Lam Research Corp
1.39K
+ 30.15%
N/A
6K $584M
PGR
Progressive Corp

Financial Services
1.01K
+ 69.64%
$255.27 - $288.74 $259K - $293K
2.47K $659M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.25K
+ 8.53%
$72.02 - $73.82 $234K - $240K
41.4K $3.05B
MDT
Medtronic PLC

Healthcare
3.04K
+ 33.17%
$80.68 - $88.86 $245K - $270K
12.2K $1.06B
EFG
Msci Eafe Growth ETF

ETFs
177
+ 1.0%
$89.8 - $112.0 $15.9K - $19.8K
17.9K $2B
HD
Home Depot, Inc.

Consumer Cyclical
607
+ 8.87%
$335.24 - $380.78 $203K - $231K
7.45K $2.73B
SCHW
Schwab Charles Corp

Financial Services
1.57K
+ 26.99%
$69.06 - $91.24 $108K - $143K
7.38K $674M
UBER
Uber Technologies, Inc

Technology
1.46K
+ 42.08%
$64.62 - $93.3 $94.6K - $137K
4.94K $461M
Activity Summary
Buys All Purchases 122 New Holdings 16 Increased Positions 106 Sells All Sells 240 Reductions 240 Sold out 0 Options Calls 0 Puts 0
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