Trust Point Inc. Incresed Positions in Q3 2024

Trust Point Inc.

  • $1.33 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PWR
Quanta Services, Inc.

Industrials
6
+ 0.0%
$239.58 - $298.23 $1.44K - $1.79K
164K $49B
PFG
Principal Financial Group Inc

Financial Services
35.5K
+ 9.21%
$72.94 - $87.46 $2.59M - $3.1M
420K $36.1B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
34.8K
+ 1.12%
$47.18 - $48.74 $1.64M - $1.7M
3.14M $153B
AAPL
Apple Inc.

Technology
605
+ 0.5%
$207.23 - $234.82 $125K - $142K
122K $28.5B
Wisdomtree
4.59K
+ 0.15%
N/A
3.01M $138B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
27.6K
+ 542.24%
$62.4 - $62.4 $1.72M - $1.72M
32.7K $2.17B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.61K
+ 3.01%
$75.47 - $83.18 $499K - $550K
226K $18.8B
IVE
Ishares S&P 500 Value ETF

ETFs
80
+ 0.11%
$181.06 - $197.17 $14.5K - $15.8K
71.6K $14.1B
META
Meta Platforms, Inc.

Communication Services
23
+ 0.2%
$453.41 - $572.44 $10.4K - $13.2K
11.5K $6.56B
WMT
Walmart Inc.

Consumer Defensive
238
+ 0.43%
$66.91 - $81.4 $15.9K - $19.4K
55.1K $4.45B
ABBV
Abb Vie Inc.

Healthcare
1.76K
+ 17.64%
$163.84 - $199.33 $288K - $351K
11.7K $2.32B
AVGO
Broadcom Inc.

Technology
38K
+ 912.87%
$136.27 - $1745.86 $5.18M - $66.4M
42.2K $7.28B
DOCS
Doximity, Inc.

Healthcare
4.16K
+ 16.89%
$25.5 - $43.57 $106K - $181K
28.8K $1.26B
CRM
Salesforce, Inc.

Technology
1.74K
+ 35.06%
$238.42 - $276.53 $416K - $482K
6.72K $1.84B
IBM
International Business Machines Corp

Technology
36
+ 0.32%
$175.1 - $223.38 $6.3K - $8.04K
11.1K $2.46B
IVW
Ishares S&P 500 Growth ETF

ETFs
320
+ 0.21%
$84.77 - $97.13 $27.1K - $31.1K
153K $14.6B
VBK
Vanguard Small Cap Growth ETF

ETFs
795
+ 5.09%
$240.48 - $267.94 $191K - $213K
16.4K $4.39B
IWD
Ishares Russell 1000 Val ETF

ETFs
2.28K
+ 86.31%
$173.36 - $189.8 $395K - $432K
4.91K $932M
HD
Home Depot, Inc.

Consumer Cyclical
48
+ 0.65%
$333.64 - $405.2 $16K - $19.4K
7.46K $3.02B
JNJ
Johnson & Johnson

Healthcare
757
+ 3.52%
$145.48 - $167.38 $110K - $127K
22.3K $3.61B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
307
+ 3.0%
$475.2 - $527.7 $146K - $162K
10.5K $5.56B
MA
Mastercard Inc

Financial Services
252
+ 4.23%
$429.6 - $500.99 $108K - $126K
6.21K $3.07B
UNH
Unitedhealth Group Inc

Healthcare
194
+ 4.6%
$488.01 - $604.18 $94.7K - $117K
4.41K $2.58B
IVV
Ishares Core S&P 500 ETF

ETFs
70
+ 0.54%
$520.18 - $576.82 $36.4K - $40.4K
13K $7.5B
ORCL
Oracle Corp

Technology
66
+ 0.49%
$125.9 - $170.35 $8.31K - $11.2K
13.6K $2.32B
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.21K
+ 20.7%
$71.45 - $75.64 $300K - $318K
24.5K $1.84B
V
Visa Inc.

Financial Services
641
+ 4.12%
$253.74 - $291.56 $163K - $187K
16.2K $4.45B
PNTG
Pennant Group, Inc.

Healthcare
2.2K
+ 9.68%
$23.4 - $36.88 $51.5K - $81.1K
24.9K $890M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
71
+ 0.79%
$115.7 - $167.81 $8.21K - $11.9K
9.11K $1.52B
SSB
South State Corp

Financial Services
827
+ 6.31%
$75.47 - $101.63 $62.4K - $84K
13.9K $1.35B
NEE
Nextera Energy Inc

Utilities
916
+ 4.6%
$69.9 - $84.97 $64K - $77.8K
20.8K $1.76B
GWRE
Guidewire Software, Inc.

Technology
152
+ 2.13%
$137.04 - $182.94 $20.8K - $27.8K
7.28K $1.33B
ESE
Esco Technologies Inc

Technology
1.57K
+ 27.29%
$102.11 - $128.98 $160K - $202K
7.31K $943M
PYCR
Paycor Hcm, Inc.

Technology
20K
+ 62.1%
$11.64 - $14.56 $233K - $292K
52.3K $742M
CAT
Caterpillar Inc

Industrials
81
+ 1.58%
$316.8 - $391.12 $25.7K - $31.7K
5.22K $2.04B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
3.29K
+ 3.08%
$26.43 - $29.86 $86.9K - $98.2K
110K $3.25B
SPY
Spdr S&P 500 ETF Trust

ETFs
305
+ 6.35%
$517.38 - $573.86 $158K - $175K
5.11K $2.93B
NFLX
Netflix Inc

Communication Services
318
+ 12.15%
$598.55 - $722.26 $190K - $230K
2.94K $2.08B
MMM
3 M CO

Industrials
7
+ 0.08%
$99.69 - $139.42 $698 - $976
9.11K $1.25B
PATK
Patrick Industries Inc

Consumer Cyclical
96
+ 1.08%
$105.01 - $146.96 $10.1K - $14.1K
8.96K $1.28B
KNSL
Kinsale Capital Group, Inc.

Financial Services
160
+ 5.53%
$370.41 - $491.09 $59.3K - $78.6K
3.05K $1.42B
MCD
Mcdonalds Corp

Consumer Cyclical
196
+ 4.01%
$245.82 - $304.51 $48.2K - $59.7K
5.08K $1.55B
GE
General Electric CO

Industrials
654
+ 11.29%
$156.66 - $189.66 $102K - $124K
6.45K $1.22B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.84K
+ 7.36%
$41.9 - $48.26 $119K - $137K
41.4K $1.98B
EXPO
Exponent Inc

Industrials
360
+ 2.95%
$93.45 - $115.28 $33.6K - $41.5K
12.6K $1.45B
ISRG
Intuitive Surgical Inc

Healthcare
427
+ 25.52%
$416.14 - $494.01 $178K - $211K
2.1K $1.03B
MRK
Merck & Co., Inc.

Healthcare
4.26K
+ 21.98%
$111.15 - $128.97 $473K - $549K
23.6K $2.68B
BRP
Brp Group, Inc.

Financial Services
31
+ 0.16%
$35.8 - $40.92 $1.11K - $1.27K
19.8K $985M
ENSG
Ensign Group, Inc

Healthcare
229
+ 1.87%
$124.14 - $153.65 $28.4K - $35.2K
12.5K $1.8B
Activity Summary
Buys All Purchases 284 New Holdings 42 Increased Positions 242 Sells All Sells 190 Reductions 190 Sold out 0 Options Calls 0 Puts 0
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