Trust CO Incresed Positions in Q4 2024

Trust CO

  • $860 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
235
+ 29.82%
$271.57 - $301.89 $63.8K - $70.9K
1.02K $282K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.13K
+ 84.44%
$48.33 - $49.08 $54.8K - $55.7K
2.48K $119K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.51K
+ 28.63%
$22.1 - $22.59 $55.4K - $56.7K
11.3K $250K
AVGO
Broadcom Inc.

Technology
200
+ 200.0%
$159.67 - $250.0 $31.9K - $50K
300 $69K
AMGN
Amgen Inc

Healthcare
170
+ 485.71%
$258.78 - $328.31 $44K - $55.8K
205 $53K
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 1.09%
$213.65 - $479.86 $641 - $1.44K
278 $112K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.23K
+ 8.96%
$46.33 - $48.6 $57.2K - $60K
15K $697K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
1.45K
+ 22.46%
$21.25 - $22.07 $30.8K - $32K
7.89K $168K
CVX
Chevron Corp

Energy
179
+ 38.66%
$141.15 - $162.53 $25.3K - $29.1K
642 $92K
XLU
Utilities Sector Spdr

ETFs
1.5K
+ 8.48%
$74.89 - $82.93 $113K - $125K
19.2K $1.46M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
1.55K
+ 22.68%
$19.7 - $20.82 $30.5K - $32.2K
8.37K $165K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
292
+ 1.06%
$126.68 - $134.74 $37K - $39.3K
27.8K $3.54M
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 1.41%
$873.59 - $994.69 $6.12K - $6.96K
503 $460K
UPS
United Parcel Service Inc

Industrials
262
+ 18.22%
$122.65 - $138.35 $32.1K - $36.2K
1.7K $214K
UNP
Union Pacific Corp

Industrials
210
+ 11.25%
$223.15 - $249.32 $46.9K - $52.4K
2.08K $473K
GIS
General Mills Inc

Consumer Defensive
893
+ 20.36%
$62.78 - $74.62 $56.1K - $66.6K
5.28K $336K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.22%
$567.81 - $607.81 $1.14K - $1.22K
909 $532K
CBSH
Commerce Bancshares Inc

Financial Services
75
+ 4.95%
$57.04 - $74.36 $4.28K - $5.58K
1.59K $99K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
68
+ 9.13%
$100.18 - $109.1 $6.81K - $7.42K
813 $85K
MSTR
Microstrategy Inc

Technology
10
+ 25.0%
$162.69 - $473.83 $1.63K - $4.74K
50 $14K
ETR
Entergy Corp

Utilities
435
+ 100.0%
$73.19 - $156.4 $31.8K - $68K
870 $65K
NUSC
Nuveen Esg Small Cap ETF

ETFs
267
+ 4.32%
$41.74 - $46.2 $11.1K - $12.3K
6.44K $270K
NVS
Novartis Ag

Healthcare
100
+ 50.0%
$96.78 - $117.18 $9.68K - $11.7K
300 $29K
EMN
Eastman Chemical CO

Basic Materials
117
+ 59.09%
$90.03 - $110.64 $10.5K - $12.9K
315 $28K
XLE
Energy Sector Spdr

ETFs
550
+ 2.78%
$83.32 - $97.27 $45.8K - $53.5K
20.3K $1.74M
IJK
Ishares S&P Midcap 400 Growth

ETFs
39
+ 40.63%
$90.66 - $99.46 $3.54K - $3.88K
135 $12K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
103
+ 7.33%
$46.52 - $48.32 $4.79K - $4.98K
1.51K $70K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.07K
+ 300.0%
$25.93 - $105.3 $27.7K - $112K
1.42K $39K
JGRO
J P Morgan Exchange Traded Fd
6.28K
+ 4.73%
N/A
139K $0
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
534
+ 5.38%
$34.46 - $38.29 $18.4K - $20.4K
10.5K $364K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
442
+ 5.34%
$38.96 - $43.28 $17.2K - $19.1K
8.72K $343K
HDV
Ishares Core High Dividend ETF

ETFs
160
+ 4.34%
$110.82 - $121.28 $17.7K - $19.4K
3.85K $431K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
67
+ 6.81%
$75.65 - $83.47 $5.07K - $5.59K
1.05K $80K
ABBV
Abb Vie Inc.

Healthcare
204
+ 10.63%
$164.99 - $203.87 $33.7K - $41.6K
2.12K $377K
PFE
Pfizer Inc

Healthcare
200
+ 5.81%
$24.8 - $30.19 $4.96K - $6.04K
3.64K $96K
ORCL
Oracle Corp

Technology
23
+ 0.64%
$165.41 - $192.43 $3.8K - $4.43K
3.6K $599K
INTC
Intel Corp

Technology
23
+ 0.6%
$19.07 - $26.23 $439 - $603
3.84K $76K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
119
+ 1.16%
$442.29 - $483.08 $52.6K - $57.5K
10.4K $4.7M
RTX
Raytheon Technologies Corp

Industrials
36
+ 0.81%
$114.45 - $127.21 $4.12K - $4.58K
4.5K $520K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.24K
+ 7.57%
$40.06 - $45.21 $89.7K - $101K
31.8K $1.3M
GD
General Dynamics Corp

Industrials
108
+ 6.79%
$260.28 - $314.03 $28.1K - $33.9K
1.7K $447K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.79K
+ 7.47%
$37.12 - $41.23 $66.6K - $73.9K
25.8K $958K
IEFA
Ishares Tr

ETFs
14
+ 0.26%
$70.06 - $77.43 $981 - $1.08K
5.34K $375K
NUDM
Nuveen Esg International Devel

ETFs
2.28K
+ 7.2%
$30.06 - $33.38 $68.4K - $76K
33.9K $1.02M
RSP
Invesco S&P 500 Equal Weight E

ETFs
42
+ 0.29%
$174.22 - $187.62 $7.32K - $7.88K
14.4K $2.52M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
688
+ 2.55%
$33.39 - $37.66 $23K - $25.9K
27.7K $925K
CMCSA
Comcast Corp

Communication Services
714
+ 3.53%
$37.39 - $45.14 $26.7K - $32.2K
21K $786K
XLB
Select Sector Spdr Fd Material

ETFs
1.06K
+ 7.11%
$83.8 - $97.58 $88.5K - $103K
15.9K $1.34M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
5.43K
+ 2.01%
$19.11 - $20.04 $104K - $109K
275K $5.28M
Activity Summary
Buys All Purchases 144 New Holdings 36 Increased Positions 108 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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