Trust CO Of The South Incresed Positions in Q4 2025

Trust CO Of The South

  • $622 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.1K
+ 19.64%
$600.51 - $631.95 $6.69M - $7.04M
67.9K $42.6B
DFAT
Dimensional ETF Tr U S Target

ETFs
41.7K
+ 2.34%
$55.75 - $58.83 $2.32M - $2.45M
1.82M $108B
AAPL
Apple Inc.

Technology
3.48K
+ 3.87%
$245.27 - $275.25 $855K - $959K
93.5K $25.4B
AVGO
Broadcom Inc.

Technology
2.43K
+ 59.71%
$324.63 - $385.98 $790K - $939K
6.51K $2.25B
VUG
Vanguard Growth ETF

ETFs
907
+ 1.65%
$470.44 - $504.26 $427K - $457K
55.8K $27.2B
RY
Royal Bank Of Canada

Financial Services
1.77K
+ 7.06%
$143.64 - $149.05 $255K - $264K
26.9K $4.58B
DUK
Duke Energy Corp

Utilities
7.62K
+ 98.08%
$121.57 - $129.03 $927K - $984K
15.4K $1.8B
WMT
Walmart Inc.

Consumer Defensive
5.04K
+ 22.02%
$101.18 - $109.03 $510K - $549K
27.9K $3.11B
GOOG
Alphabet Inc.

Communication Services
261
+ 2.97%
$237.49 - $291.74 $62K - $76.1K
9.06K $2.84B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.77K
+ 170.97%
$99.87 - $101.27 $676K - $685K
10.7K $1.07B
IVV
Ishares Core S&P 500 ETF

ETFs
737
+ 10.96%
$656.2 - $690.71 $484K - $509K
7.46K $5.11B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.04K
+ 2.18%
$31.28 - $33.46 $220K - $236K
330K $10.9B
JPM
Jpmorgan Chase & CO

Financial Services
1.2K
+ 18.88%
$294.11 - $320.41 $354K - $385K
7.58K $2.44B
TFC
Truist Financial Corp

Financial Services
6.54K
+ 25.53%
$41.09 - $45.64 $269K - $298K
32.1K $1.58B
KO
Coca Cola CO

Consumer Defensive
5.07K
+ 68.3%
$66.1 - $71.61 $335K - $363K
12.5K $874M
AMZN
Amazon Com Inc

Consumer Cyclical
899
+ 5.83%
$213.04 - $254.0 $192K - $228K
16.3K $3.77B
VBK
Vanguard Small Cap Growth ETF

ETFs
762
+ 2.79%
$291.71 - $309.36 $222K - $236K
28.1K $8.48B
IEFA
Ishares Tr

ETFs
3.56K
+ 98.37%
$86.09 - $89.88 $306K - $320K
7.18K $642M
ABBV
Abb Vie Inc.

Healthcare
1.48K
+ 22.25%
$211.96 - $244.38 $314K - $362K
8.15K $1.86B
LHX
L3 Harris Technologies, Inc.

Industrials
1.02K
+ 83.88%
$283.87 - $306.76 $288K - $311K
2.23K $653M
MCD
Mcdonalds Corp

Consumer Cyclical
883
+ 32.43%
$293.81 - $310.11 $259K - $274K
3.61K $1.1B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.54K
+ 27.74%
$118.29 - $126.28 $182K - $194K
7.08K $873M
XOM
Exxon Mobil Corp

Energy
880
+ 9.28%
$110.64 - $119.78 $97.4K - $105K
10.4K $1.25B
META
Meta Platforms, Inc.

Communication Services
453
+ 24.49%
$609.01 - $751.67 $276K - $341K
2.3K $1.52B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.65K
+ 47.37%
$63.25 - $66.24 $105K - $110K
5.15K $340M
AMD
Advanced Micro Devices Inc

Technology
118
+ 7.36%
$164.01 - $264.33 $19.4K - $31.2K
1.72K $369M
ADI
Analog Devices Inc

Technology
70
+ 1.99%
$225.32 - $246.37 $15.8K - $17.2K
3.58K $972M
GD
General Dynamics Corp

Industrials
326
+ 28.32%
$330.59 - $353.77 $108K - $115K
1.48K $497M
V
Visa Inc.

Financial Services
85
+ 1.22%
$325.75 - $352.42 $27.7K - $30K
7.03K $2.47B
AFL
Aflac Inc

Financial Services
800
+ 43.31%
$105.7 - $115.01 $84.6K - $92K
2.65K $292M
RTX
Raytheon Technologies Corp

Industrials
190
+ 7.59%
$157.0 - $179.44 $29.8K - $34.1K
2.69K $494M
NEE
Nextera Energy Inc

Utilities
667
+ 17.89%
$78.18 - $86.03 $52.1K - $57.4K
4.4K $353M
CME
Cme Group Inc.

Financial Services
231
+ 22.34%
$261.53 - $285.04 $60.4K - $65.8K
1.27K $345M
VIG
Vanguard Dividend Appreciation

ETFs
256
+ 26.26%
N/A
1.23K $271M
PG
Procter & Gamble CO

Consumer Defensive
1.06K
+ 11.89%
$145.5 - $153.18 $154K - $163K
9.99K $1.43B
MFC
Manulife Financial Corp

Financial Services
434
+ 5.21%
$31.41 - $34.43 $13.6K - $14.9K
8.76K $318M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
73
+ 6.27%
$256.75 - $275.06 $18.7K - $20.1K
1.24K $355M
IWR
Ishares Russell Mid Cap ETF

ETFs
476
+ 8.4%
$94.02 - $97.61 $44.8K - $46.5K
6.15K $592M
CVX
Chevron Corp

Energy
316
+ 11.45%
$148.9 - $157.72 $47.1K - $49.8K
3.08K $469M
DIS
Walt Disney CO

Communication Services
200
+ 7.73%
$105.69 - $116.65 $21.1K - $23.3K
2.79K $317M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
38
+ 0.29%
$475.68 - $513.11 $18.1K - $19.5K
13K $6.55B
ABT
Abbott Laboratories

Healthcare
758
+ 7.66%
$123.62 - $134.59 $93.7K - $102K
10.7K $1.33B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
49
+ 2.53%
$114.27 - $121.15 $5.6K - $5.94K
1.98K $238M
HD
Home Depot, Inc.

Consumer Cyclical
260
+ 6.14%
$358.03 - $397.02 $93.1K - $103K
4.5K $1.55B
MSFT
Microsoft Corp

Technology
330
+ 1.72%
$496.82 - $542.07 $164K - $179K
19.5K $9.45B
Activity Summary
Buys All Purchases 57 New Holdings 11 Increased Positions 46 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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