Trust Point Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.44 Trillion distributed in 711 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $258B, Ihares Core 1 5 Years Usd Bond with a value of $163B, Wisdomtree with a value of $149B, Vanguard Large Cap ETF with a value of $70.7B, and Quanta Services, Inc. with a value of $52B.
Examining the 13F form we can see an increase of $109B in the current position value, from $1.33T to 1.44T.
Trust Point Inc. is based out at La Crosse, WI
Below you can find more details about Trust Point Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.44 Trillion
ETFs: $719 Billion
Technology: $153 Billion
Industrials: $109 Billion
Financial Services: $97.3 Billion
Consumer Cyclical: $50.2 Billion
Healthcare: $48.4 Billion
Consumer Defensive: $35.1 Billion
Communication Services: $31.5 Billion
Other: $42.2 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
