Ronald Blue Trust, Inc. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $7.68 Billion distributed in 4106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays with a value of $502M, Ishares Core S&P Total U.S. St with a value of $461M, ETF Ser Solutions with a value of $453M, Ishares Tr Ishares Core Msci P with a value of $451M, and Ishares Core S&P U.S. Value Et with a value of $441M.

Examining the 13F form we can see an decrease of $19.9M in the current position value, from $7.7B to 7.68B. Also it can be appreciated an additional of 172 stocks purchases and 1 closed positions.

Ronald Blue Trust, Inc. is based out at Brentwood, TN

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

Portfolio value $7.68 Billion
ETFs: $6.7 Billion
Technology: $178 Million
Financial Services: $148 Million
Consumer Defensive: $138 Million
Healthcare: $134 Million
Industrials: $125 Million
Energy: $82.1 Million
Consumer Cyclical: $67.3 Million
Other: $96.3 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 4,106
  • Current Value $7.68 Billion
  • Prior Value $7.7 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 172 stocks
  • Additional Purchases 1,275 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 491 stocks
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