Whittier Trust CO Of Nevada Inc Reduced Holdings in Q2 2025

Whittier Trust CO Of Nevada Inc

  • $4.34 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-39.3K
- 3.47%
$172.42 - $223.89 $6.77M - $8.8M
1.09M $224M
UNH
Unitedhealth Group Inc

Healthcare
-25.2K
- 55.24%
$274.35 - $599.47 $6.92M - $15.1M
20.4K $6.38M
CRM
Salesforce, Inc.

Technology
-37.6K
- 65.9%
$236.26 - $291.15 $8.88M - $10.9M
19.5K $5.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-98.1K
- 50.22%
$63.54 - $68.5 $6.23M - $6.72M
97.3K $6.56M
TRGP
Targa Resources Corp.

Energy
-10.6K
- 10.3%
$157.32 - $205.72 $1.67M - $2.19M
92.7K $16.1M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-13.6K
- 99.18%
$225.56 - $335.19 $3.07M - $4.56M
112 $26K
PG
Procter & Gamble CO

Consumer Defensive
-13K
- 8.6%
$157.66 - $172.39 $2.05M - $2.24M
138K $22M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-44.2K
- 26.51%
$69.8 - $85.28 $3.09M - $3.77M
123K $10.2M
VZ
Verizon Communications Inc

Communication Services
-62.2K
- 41.49%
$41.67 - $45.62 $2.59M - $2.84M
87.7K $3.79M
JNJ
Johnson & Johnson

Healthcare
-6.16K
- 4.36%
$146.36 - $159.82 $902K - $985K
135K $20.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-23.4K
- 61.81%
$100.35 - $100.71 $2.35M - $2.36M
14.5K $1.46M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.18K
- 5.53%
$285.55 - $321.23 $909K - $1.02M
54.4K $15.9M
ET
Energy Transfer LP

Energy
-106K
- 29.87%
$15.65 - $18.93 $1.65M - $2M
248K $4.49M
SUN
Sunoco LP

Energy
-21.8K
- 30.24%
$50.38 - $59.13 $1.1M - $1.29M
50.4K $2.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-27.3K
- 64.79%
$48.13 - $49.85 $1.31M - $1.36M
14.8K $727K
BMY
Bristol Myers Squibb CO

Healthcare
-33
- 0.04%
$44.12 - $59.6 $1.46K - $1.97K
87.9K $4.07M
NKE
Nike, Inc.

Consumer Cyclical
-18.5K
- 34.45%
$53.27 - $72.04 $987K - $1.33M
35.3K $2.5M
HD
Home Depot, Inc.

Consumer Cyclical
-1.9K
- 4.72%
$335.24 - $380.78 $635K - $722K
38.3K $14M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
-36K
- 70.89%
$16.5 - $21.35 $593K - $768K
14.8K $315K
TJX
Tjx Companies Inc

Consumer Cyclical
-8.37K
- 3.22%
$119.13 - $135.03 $997K - $1.13M
252K $31.1M
LOW
Lowes Companies Inc

Consumer Cyclical
-576
- 1.71%
$210.83 - $235.28 $121K - $136K
33K $7.33M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-7.03K
- 99.15%
$53.23 - $70.65 $374K - $497K
60 $3K
VCIT
Vanguard Intermediate Term Cor

ETFs
-6.67K
- 10.36%
$79.56 - $82.92 $531K - $553K
57.7K $4.79M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.24K
- 6.87%
$121.58 - $136.74 $394K - $443K
44K $5.97M
GIS
General Mills Inc

Consumer Defensive
-3.01K
- 10.41%
$50.37 - $60.97 $152K - $184K
25.9K $1.34M
MKC
Mccormick & CO Inc

Consumer Defensive
-3.91K
- 33.13%
$71.11 - $82.25 $278K - $322K
7.89K $598K
SBUX
Starbucks Corp

Consumer Cyclical
-577
- 1.25%
$79.69 - $99.41 $46K - $57.4K
45.7K $4.19M
PFE
Pfizer Inc

Healthcare
-8.89K
- 7.7%
$21.59 - $24.84 $192K - $221K
106K $2.58M
ACN
Accenture PLC

Technology
-453
- 2.93%
$279.23 - $323.21 $126K - $146K
15K $4.48M
AWK
American Water Works Company, Inc.

Utilities
-1.07K
- 5.25%
$133.82 - $151.96 $143K - $162K
19.3K $2.68M
SHW
Sherwin Williams CO

Basic Materials
-564
- 2.61%
$313.51 - $363.51 $177K - $205K
21K $7.22M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.02K
- 14.07%
$100.04 - $100.54 $302K - $303K
18.4K $1.85M
VIG
Vanguard Dividend Appreciation

ETFs
-1.65K
- 2.94%
N/A
54.6K $9.94M
AES
Aes Corp

Utilities
-17.2K
- 38.1%
$9.63 - $12.55 $166K - $216K
28K $294K
CL
Colgate Palmolive CO

Consumer Defensive
-1.92K
- 6.39%
$87.57 - $96.0 $168K - $185K
28.2K $2.56M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-10.6K
- 26.57%
$23.32 - $24.45 $247K - $259K
29.2K $714K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.6K
- 10.28%
$114.78 - $133.31 $298K - $346K
22.7K $3.02M
ICLR
Icon PLC

Healthcare
-1.3K
- 81.29%
$126.62 - $168.7 $164K - $218K
298 $43K
HES
Hess Corp

Energy
-616
- 9.67%
$126.32 - $161.29 $77.8K - $99.4K
5.76K $797K
UPS
United Parcel Service Inc

Industrials
-1.49K
- 21.54%
$91.92 - $110.2 $137K - $164K
5.43K $548K
PAA
Plains All American Pipeline LP

Energy
-9.42K
- 45.96%
$16.03 - $20.28 $151K - $191K
11.1K $202K
INFY
Infosys LTD

Technology
-11.5K
- 41.47%
$16.14 - $18.75 $185K - $215K
16.2K $299K
GLD
Spdr Gold Trust

ETFs
-1.51K
- 9.66%
$273.71 - $316.29 $414K - $478K
14.1K $4.31M
KO
Coca Cola CO

Consumer Defensive
-1.58K
- 1.6%
$68.37 - $73.9 $108K - $116K
96.6K $6.83M
VHT
Vanguard Health Care ETF

ETFs
-396
- 7.83%
$236.71 - $261.92 $93.7K - $104K
4.66K $1.16M
KMB
Kimberly Clark Corp

Consumer Defensive
-146
- 1.34%
$126.84 - $145.22 $18.5K - $21.2K
10.7K $1.38M
DOW
Dow Inc.

Basic Materials
-150
- 0.82%
$25.81 - $34.89 $3.87K - $5.23K
18.1K $479K
EPD
Enterprise Products Partners L.P.

Energy
-3.5K
- 28.56%
$28.95 - $34.22 $101K - $120K
8.76K $271K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.9K
- 29.59%
$77.74 - $78.78 $148K - $150K
4.52K $355K
Activity Summary
Buys All Purchases 502 New Holdings 69 Increased Positions 433 Sells All Sells 346 Reductions 346 Sold out 0 Options Calls 0 Puts 0
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