Trust Point Inc. Portfolio Holdings

Trust Point Inc.

  • $1.44 Trillion
  • Q4 2024

Trust Point Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.44 Trillion distributed in 711 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $258B, Ihares Core 1 5 Years Usd Bond with a value of $163B, Wisdomtree with a value of $149B, Vanguard Large Cap ETF with a value of $70.7B, and Quanta Services, Inc. with a value of $52B.

Examining the 13F form we can see an increase of $109B in the current position value, from $1.33T to 1.44T.

Trust Point Inc. is based out at La Crosse, WI

Below you can find more details about Trust Point Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.44 Trillion
ETFs: $719 Billion
Technology: $153 Billion
Industrials: $109 Billion
Financial Services: $97.3 Billion
Consumer Cyclical: $50.2 Billion
Healthcare: $48.4 Billion
Consumer Defensive: $35.1 Billion
Communication Services: $31.5 Billion
Other: $42.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$36.4B
$52 Billion 3.61% of portfolio
164,684
Q4 2024 Added 0.27%
$3.57T
$32.6 Billion 2.26% of portfolio
130,045
Q4 2024 Added 6.39%
$21B
$28.6 Billion 1.99% of portfolio
370,044
Q4 2024 Reduced 11.96%
$270B
$21.6 Billion 1.49% of portfolio
160,475
Q4 2024 Added 5.01%
$2.8T
$21.4 Billion 1.48% of portfolio
50,748
Q4 2024 Added 12.89%
$1.94T
$10.6 Billion 0.74% of portfolio
48,413
Q4 2024 Added 5.04%
$922B
$10 Billion 0.69% of portfolio
52,938
Q4 2024 Added 1.77%
$67.8B
$10 Billion 0.69% of portfolio
43,143
Q4 2024 Added 2.27%
$496B
$8.01 Billion 0.56% of portfolio
74,492
Q4 2024 Added 3.52%
$683B
$7.96 Billion 0.55% of portfolio
17,562
Q4 2024 Added 0.62%
$818B
$7.41 Billion 0.51% of portfolio
18,348
Q4 2024 Added 15.08%
$1.3T
$7.17 Billion 0.5% of portfolio
12,250
Q4 2024 Added 6.91%
$720B
$6.32 Billion 0.44% of portfolio
26,345
Q4 2024 Added 1.26%
$573B
$5.52 Billion 0.38% of portfolio
17,464
Q4 2024 Added 7.91%
$44.4B
$5.44 Billion 0.38% of portfolio
75,710
Q4 2024 Added 7.14%
$238B
$5.38 Billion 0.37% of portfolio
59,591
Q4 2024 Added 8.08%
$404B
$4.21 Billion 0.29% of portfolio
25,098
Q4 2024 Added 7.63%
$272B
$3.7 Billion 0.26% of portfolio
52,727
Q4 2024 Added 3.47%
$523B
$3.51 Billion 0.24% of portfolio
6,663
Q4 2024 Added 7.28%
$8.29B
$3.35 Billion 0.23% of portfolio
49,070
Q4 2024 Reduced -0.0%
$434B
$3.34 Billion 0.23% of portfolio
23,068
Q4 2024 Added 3.6%
$207B
$3.23 Billion 0.22% of portfolio
21,271
Q4 2024 Added 9.1%
$785B
$3.1 Billion 0.22% of portfolio
4,020
Q4 2024 Reduced 0.74%
$375B
$3.07 Billion 0.21% of portfolio
7,885
Q4 2024 Added 5.75%
$142B
$2.95 Billion 0.2% of portfolio
13,054
Q4 2024 Added 9.07%
$415B
$2.76 Billion 0.19% of portfolio
3,091
Q4 2024 Added 5.28%
$232B
$2.73 Billion 0.19% of portfolio
24,168
Q4 2024 Added 19.1%
$4.81B
$2.73 Billion 0.19% of portfolio
14,831
Q4 2024 Reduced 28.65%
$327B
$2.72 Billion 0.19% of portfolio
18,805
Q4 2024 Added 16.63%
$490B
$2.63 Billion 0.18% of portfolio
5,205
Q4 2024 Added 18.05%
$186B
$2.63 Billion 0.18% of portfolio
4,590
Q4 2024 Reduced 1.31%
$419B
$2.58 Billion 0.18% of portfolio
2,814
Q4 2024 Reduced 0.74%
$5.45B
$2.6 Billion 0.18% of portfolio
15,893
Q4 2024 Reduced 4.75%
$48B
$2.41 Billion 0.17% of portfolio
17,847
Q4 2024 Reduced 0.28%
$223B
$2.43 Billion 0.17% of portfolio
11,050
Q4 2024 Reduced 0.76%
$377B
$2.24 Billion 0.16% of portfolio
13,428
Q4 2024 Reduced 1.31%
$161B
$2.29 Billion 0.16% of portfolio
2,159
Q4 2024 Added 54.32%
$183B
$2.29 Billion 0.16% of portfolio
461
Q4 2024 Added 1.1%
$6.12B
$2.22 Billion 0.15% of portfolio
41,884
Q4 2024 Added 566.62%
$268B
$2.13 Billion 0.15% of portfolio
6,382
Q4 2024 Reduced 5.0%
$197B
$2.18 Billion 0.15% of portfolio
6,184
Q4 2024 Added 8.8%
$174B
$2.19 Billion 0.15% of portfolio
6,033
Q4 2024 Added 15.64%
$64.8B
$2.03 Billion 0.14% of portfolio
16,407
Q4 2024 Added 27.53%
$4.92B
$2.04 Billion 0.14% of portfolio
9,493
Q4 2024 Reduced 3.67%
$9.17B
$1.9 Billion 0.13% of portfolio
3,587
Q4 2024 Reduced 16.35%
$370B
$1.86 Billion 0.13% of portfolio
10,494
Q4 2024 Reduced 10.58%
$861B
$1.84 Billion 0.13% of portfolio
9,337
Q4 2024 Added 40.96%
$77.3B
$1.89 Billion 0.13% of portfolio
6,790
Q4 2024 Reduced 0.45%
$78.2B
$1.85 Billion 0.13% of portfolio
20,327
Q4 2024 Added 2.09%

Summary

  • Portfolio
  • No. of Stocks 711
  • Current Value $1.44 Trillion
  • Prior Value $1.33 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 80 stocks
  • Additional Purchases 261 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 190 stocks
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