Ronald Blue Trust, Inc. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $8.16 Billion distributed in 5981 stocks.

Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions with a value of $522M, Ishares Tr Ishares Core Msci P with a value of $499M, Ishares Barclays with a value of $485M, Ishares Core S&P Total U.S. St with a value of $475M, and Ishares Core S&P U.S. Value Et with a value of $440M.

Examining the 13F form we can see an increase of $180M in the current position value, from $7.98B to 8.16B.

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 $8.16 Billion
ETFs: $6.77 Billion
Technology: $338 Million
Financial Services: $209 Million
Industrials: $165 Million
Healthcare: $162 Million
Consumer Defensive: $136 Million
Consumer Cyclical: $121 Million
Energy: $83.5 Million
Other: $170 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 5,981
  • Current Value $8.16 Billion
  • Prior Value $7.98 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 220 stocks
  • Additional Purchases 2,012 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 454 stocks
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