Trust Point Inc. Incresed Positions in Q4 2024

Trust Point Inc.

  • $1.44 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
2.68K
+ 16.63%
$141.15 - $162.53 $379K - $436K
18.8K $2.72B
CSCO
Cisco Systems, Inc.

Technology
2.95K
+ 10.33%
$52.45 - $60.02 $155K - $177K
31.5K $1.86B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
13.4K
+ 64.08%
$25.3 - $26.31 $340K - $354K
34.4K $881M
GDYN
Grid Dynamics Holdings, Inc.

Technology
2.54K
+ 7.87%
$13.96 - $22.7 $35.5K - $57.7K
34.8K $775M
IDA
Idacorp Inc

Utilities
2.52K
+ 34.15%
$100.11 - $118.96 $252K - $300K
9.89K $1.08B
WSM
Williams Sonoma Inc

Consumer Cyclical
1.26K
+ 46.62%
$129.13 - $198.21 $163K - $250K
3.97K $735M
CBSH
Commerce Bancshares Inc

Financial Services
4.26K
+ 75.48%
$57.04 - $74.36 $243K - $316K
9.89K $616M
VTI
Vanguard Total Stock Market Et

ETFs
174
+ 0.53%
$280.04 - $302.45 $48.7K - $52.6K
33.1K $9.6B
EXLS
Exl Service Holdings, Inc.

Technology
1.03K
+ 3.01%
$38.1 - $47.02 $39.2K - $48.4K
35.2K $1.56B
MS
Morgan Stanley

Financial Services
142
+ 1.28%
$104.42 - $134.99 $14.8K - $19.2K
11.3K $1.41B
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.3K
+ 63.89%
$174.04 - $205.27 $227K - $268K
3.35K $604M
OSK
Oshkosh Corp

Industrials
2.65K
+ 114.13%
$93.84 - $115.52 $249K - $306K
4.97K $473M
CW
Curtiss Wright Corp

Industrials
566
+ 44.15%
$335.08 - $389.49 $190K - $220K
1.85K $656M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
611
+ 4.63%
$87.56 - $119.8 $53.5K - $73.2K
13.8K $1.51B
ASB
Associated Banc Corp

Financial Services
5.11K
+ 12.47%
$20.64 - $28.14 $105K - $144K
46.1K $1.1B
IVV
Ishares Core S&P 500 ETF

ETFs
90
+ 0.69%
$570.51 - $610.59 $51.3K - $55K
13.1K $7.71B
BAC
Bank Of America Corp

Financial Services
964
+ 2.54%
$39.22 - $47.77 $37.8K - $46.1K
38.9K $1.71B
Ge Vernova LLC
264
+ 16.62%
N/A
1.85K $609M
AMBA
Ambarella Inc

Technology
497
+ 4.94%
$54.22 - $76.22 $26.9K - $37.9K
10.6K $768M
XEL
Xcel Energy Inc

Utilities
2.71K
+ 36.14%
$62.16 - $72.92 $169K - $198K
10.2K $690M
IWN
Ishares Russell2000 Val ETF

ETFs
1.22K
+ 87.57%
$162.69 - $181.35 $198K - $221K
2.61K $429M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.97K
+ 29.41%
$75.1 - $82.99 $298K - $329K
17.5K $1.32B
GWRE
Guidewire Software, Inc.

Technology
1.7K
+ 23.35%
$168.58 - $207.12 $286K - $352K
8.98K $1.51B
UTHR
United Therapeutics Corp

Healthcare
531
+ 45.54%
$348.66 - $410.0 $185K - $218K
1.7K $599M
CBRE
Cbre Group, Inc.

Real Estate
1.22K
+ 41.0%
$119.22 - $140.71 $145K - $171K
4.19K $550M
CIEN
Ciena Corp

Technology
1.05K
+ 28.76%
$61.45 - $91.14 $64.3K - $95.4K
4.69K $398M
PG
Procter & Gamble CO

Consumer Defensive
1.78K
+ 7.63%
$161.05 - $179.7 $287K - $320K
25.1K $4.21B
SON
Sonoco Products CO

Consumer Cyclical
4.14K
+ 70.64%
$48.6 - $54.89 $201K - $227K
10K $489M
PM
Philip Morris International Inc.

Consumer Defensive
1.47K
+ 14.62%
$118.38 - $133.06 $174K - $196K
11.5K $1.39B
ACN
Accenture PLC

Technology
500
+ 8.8%
$343.9 - $376.86 $172K - $188K
6.18K $2.18B
LECO
Lincoln Electric Holdings Inc

Industrials
885
+ 36.06%
$187.47 - $219.94 $166K - $195K
3.34K $626M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.48K
+ 49.82%
$83.95 - $99.75 $124K - $148K
4.46K $398M
DIS
Walt Disney CO

Communication Services
341
+ 4.54%
$92.39 - $117.6 $31.5K - $40.1K
7.86K $875M
ISRG
Intuitive Surgical Inc

Healthcare
162
+ 7.71%
$471.27 - $550.62 $76.3K - $89.2K
2.26K $1.18B
CAT
Caterpillar Inc

Industrials
816
+ 15.64%
$360.37 - $416.88 $294K - $340K
6.03K $2.19B
KRNT
Kornit Digital Ltd.

Industrials
1.83K
+ 10.22%
$22.89 - $32.91 $41.8K - $60.1K
19.7K $610M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.13K
+ 12.76%
$71.75 - $75.11 $224K - $235K
27.6K $1.99B
SCHW
Schwab Charles Corp

Financial Services
1.15K
+ 18.09%
$63.31 - $82.85 $72.9K - $95.4K
7.52K $557M
INTU
Intuit Inc

Technology
196
+ 9.32%
$602.01 - $706.25 $118K - $138K
2.3K $1.45B
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
484
+ 34.77%
$193.7 - $235.05 $93.8K - $114K
1.88K $429M
ACM
Aecom

Industrials
1.21K
+ 62.33%
$101.97 - $116.97 $123K - $142K
3.15K $337M
APH
Amphenol Corp

Technology
1.36K
+ 15.05%
$62.07 - $75.35 $84.2K - $102K
10.4K $721M
ITT
Itt Inc.

Industrials
1.02K
+ 45.65%
$140.12 - $159.62 $143K - $163K
3.26K $466M
EVR
Evercore Inc.

Financial Services
355
+ 39.44%
$247.66 - $315.67 $87.9K - $112K
1.26K $348M
NBIX
Neurocrine Biosciences Inc

Healthcare
548
+ 28.32%
$111.62 - $139.44 $61.2K - $76.4K
2.48K $339M
PRI
Primerica, Inc.

Financial Services
386
+ 25.11%
$265.71 - $304.93 $103K - $118K
1.92K $522M
PB
Prosperity Bancshares Inc

Financial Services
1.37K
+ 40.17%
$70.04 - $85.07 $95.7K - $116K
4.77K $359M
FISV
Fiserv Inc

Technology
254
+ 11.0%
N/A
2.56K $527M
UNP
Union Pacific Corp

Industrials
908
+ 17.47%
$223.15 - $249.32 $203K - $226K
6.1K $1.39B
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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