Whittier Trust CO Of Nevada Inc has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.56 Billion distributed in 1601 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $266M, Apple Inc. with a value of $223M, Nvidia Corp with a value of $183M, Spdr S&P 500 ETF Trust with a value of $124M, and Alphabet Inc. with a value of $111M.

Examining the 13F form we can see an increase of $112M in the current position value, from $3.45B to 3.56B.

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

Portfolio value $3.56 Billion
Technology: $934 Million
ETFs: $928 Million
Financial Services: $352 Million
Healthcare: $285 Million
Consumer Cyclical: $279 Million
Industrials: $224 Million
Communication Services: $209 Million
Consumer Defensive: $146 Million
Other: $206 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 1,601
  • Current Value $3.56 Billion
  • Prior Value $3.45 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 26, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 93 stocks
  • Additional Purchases 307 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 348 stocks
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