Global Trust Asset Management, LLC Portfolio Holdings
Global Trust Asset Management, LLC
- $257 Million
- Q4 2024
Global Trust Asset Management, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $257 Million distributed in 550 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $19.8M, Invesco Qqq Trust, Series 1 with a value of $18M, Apple Inc. with a value of $13.4M, Berkshire Hathaway Inc Class B with a value of $7.12M, and Vanguard Total Stock Market Et with a value of $7.11M.
Examining the 13F form we can see an decrease of $8.31M in the current position value, from $266M to 257M. Also it can be appreciated an additional of 63 stocks purchases and 7 closed positions.
Below you can find more details about Global Trust Asset Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 550
- Current Value $257 Million
- Prior Value $266 Million
- Filing
- Period Q4 2024
- Filing Date January 17, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 63 stocks
- Additional Purchases 109 stocks
- Sold out of 7 stocks
- Reduced holdings in 169 stocks