Whittier Trust CO Of Nevada Inc has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.45 Billion distributed in 1542 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $247M, Apple Inc. with a value of $179M, Nvidia Corp with a value of $135M, Spdr S&P 500 ETF Trust with a value of $125M, and Amazon Com Inc with a value of $97.2M.

Examining the 13F form we can see an increase of $357M in the current position value, from $3.09B to 3.45B.

Below you can find more details about Whittier Trust CO Of Nevada Inc portfolio as well as his latest detailed transactions.

Portfolio value $3.45 Billion
ETFs: $931 Million
Technology: $818 Million
Financial Services: $356 Million
Healthcare: $291 Million
Consumer Cyclical: $274 Million
Industrials: $236 Million
Communication Services: $190 Million
Consumer Defensive: $143 Million
Other: $212 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,542
  • Current Value $3.45 Billion
  • Prior Value $3.09 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 56 stocks
  • Additional Purchases 433 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 206 stocks
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