Whittier Trust CO Of Nevada Inc has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.83 Billion distributed in 1675 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $259M, Apple Inc. with a value of $254M, Nvidia Corp with a value of $176M, Spdr S&P 500 ETF Trust with a value of $136M, and Amazon Com Inc with a value of $105M.

Examining the 13F form we can see an increase of $263M in the current position value, from $3.56B to 3.83B.

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

Portfolio value $3.83 Billion
ETFs: $1.02 Billion
Technology: $976 Million
Financial Services: $399 Million
Healthcare: $304 Million
Consumer Cyclical: $290 Million
Industrials: $257 Million
Communication Services: $206 Million
Consumer Defensive: $157 Million
Other: $222 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 1,675
  • Current Value $3.83 Billion
  • Prior Value $3.56 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 96 stocks
  • Additional Purchases 357 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 316 stocks
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