Trust Point Inc. Reduced Holdings in Q1 2025

Trust Point Inc.

  • $1.1 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-1.58M
- 46.58%
$47.59 - $48.33 $75.4M - $76.6M
1.82M $87.9B
PWR
Quanta Services, Inc.

Industrials
-94.1K
- 57.16%
$236.71 - $358.03 $22.3M - $33.7M
70.5K $17.9B
VIG
Vanguard Dividend Appreciation

ETFs
-139K
- 10.55%
N/A
1.18M $229B
Wisdomtree
-43K
- 1.42%
N/A
2.97M $131B
VV
Vanguard Large Cap ETF

ETFs
-28.3K
- 10.79%
$253.32 - $282.66 $7.16M - $7.99M
234K $60.1B
VEU
Vanguard Ftse All World Ex Us

ETFs
-174K
- 68.6%
$56.51 - $62.98 $9.81M - $10.9M
79.5K $4.82B
AAPL
Apple Inc.

Technology
-26.9K
- 20.72%
$209.68 - $247.1 $5.65M - $6.66M
103K $22.9B
NVDA
Nvidia Corp

Technology
-47.1K
- 29.34%
$106.98 - $149.43 $5.04M - $7.04M
113K $12.3B
MSFT
Microsoft Corp

Technology
-14.2K
- 27.88%
$375.39 - $447.2 $5.31M - $6.33M
36.6K $13.7B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-297K
- 52.78%
$26.71 - $31.58 $7.95M - $9.39M
266K $8.07B
AMZN
Amazon Com Inc

Consumer Cyclical
-15.2K
- 31.39%
$190.26 - $242.06 $2.89M - $3.68M
33.2K $6.32B
TSLA
Tesla, Inc.

Consumer Cyclical
-6.1K
- 33.25%
$222.15 - $428.22 $1.36M - $2.61M
12.2K $3.17B
GOOGL
Alphabet Inc.

Communication Services
-14.5K
- 27.37%
$154.33 - $206.19 $2.24M - $2.99M
38.5K $5.95B
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
-67K
- 19.04%
$30.75 - $33.98 $2.06M - $2.28M
285K $8.87B
META
Meta Platforms, Inc.

Communication Services
-3.5K
- 28.6%
$576.36 - $736.67 $2.02M - $2.58M
8.75K $5.04B
GOOG
Alphabet Inc.

Communication Services
-6.59K
- 25.95%
$156.06 - $207.71 $1.03M - $1.37M
18.8K $2.94B
SPSC
Sps Commerce Inc

Technology
-4.96K
- 33.46%
$123.05 - $197.4 $611K - $979K
9.87K $1.31B
IVW
Ishares S&P 500 Growth ETF

ETFs
-864
- 0.57%
$92.45 - $106.69 $79.9K - $92.2K
152K $14.1B
GLOB
Globant S.A.

Technology
-3.09K
- 32.56%
$117.72 - $228.73 $364K - $707K
6.4K $754M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-18.1K
- 76.18%
N/A
5.66K $363M
FRPT
Freshpet, Inc.

Consumer Defensive
-3.77K
- 31.26%
$83.17 - $162.59 $314K - $613K
8.29K $689M
CRM
Salesforce, Inc.

Technology
-2.15K
- 33.66%
$268.36 - $359.95 $576K - $773K
4.23K $1.14B
NOW
Service Now, Inc.

Technology
-484
- 22.42%
$783.83 - $1170.39 $379K - $566K
1.68K $1.33B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-23.7K
- 23.92%
$42.5 - $46.71 $1.01M - $1.11M
75.4K $3.41B
JPM
Jpmorgan Chase & CO

Financial Services
-4.36K
- 16.53%
$225.19 - $279.95 $981K - $1.22M
22K $5.39B
MA
Mastercard Inc

Financial Services
-1.83K
- 27.53%
$504.67 - $576.31 $926K - $1.06M
4.83K $2.65B
V
Visa Inc.

Financial Services
-4.15K
- 23.75%
$306.92 - $362.71 $1.27M - $1.5M
13.3K $4.67B
NFLX
Netflix Inc

Communication Services
-1.05K
- 33.9%
$828.4 - $1058.6 $868K - $1.11M
2.04K $1.91B
GWRE
Guidewire Software, Inc.

Technology
-4.99K
- 55.54%
$166.74 - $218.22 $831K - $1.09M
3.99K $748M
LLY
Eli Lilly & CO

Healthcare
-1.17K
- 28.98%
$725.72 - $929.72 $845K - $1.08M
2.86K $2.36B
UNH
Unitedhealth Group Inc

Healthcare
-1.6K
- 30.72%
$461.52 - $548.18 $738K - $877K
3.61K $1.89B
EMR
Emerson Electric CO

Industrials
-4.47K
- 27.27%
$108.64 - $131.17 $486K - $587K
11.9K $1.31B
WK
Workiva Inc

Technology
-3.15K
- 22.12%
$75.91 - $114.09 $239K - $359K
11.1K $842M
EME
Emcor Group, Inc.

Industrials
-1.41K
- 61.58%
$361.16 - $535.99 $509K - $755K
879 $325M
WMT
Walmart Inc.

Consumer Defensive
-6.04K
- 10.13%
$84.5 - $105.05 $510K - $634K
53.6K $4.7B
FIVE
Five Below, Inc

Consumer Cyclical
-4.22K
- 34.7%
$72.25 - $103.2 $305K - $435K
7.93K $594M
COST
Costco Wholesale Corp

Consumer Defensive
-806
- 28.64%
$890.62 - $1076.86 $718K - $868K
2.01K $1.9B
GKOS
Glaukos Corp

Healthcare
-3.48K
- 53.72%
$96.6 - $161.22 $336K - $561K
3K $295M
ALKT
Alkami Technology, Inc.

Technology
-14K
- 47.73%
$23.76 - $37.53 $332K - $525K
15.3K $402M
MEDP
Medpace Holdings, Inc.

Healthcare
-1.76K
- 36.45%
$304.69 - $360.97 $536K - $635K
3.07K $935M
ORCL
Oracle Corp

Technology
-2.13K
- 15.86%
$139.81 - $186.47 $298K - $397K
11.3K $1.58B
GS
Goldman Sachs Group Inc

Financial Services
-983
- 21.42%
$524.81 - $672.19 $516K - $661K
3.61K $1.97B
DSGX
Descartes Systems Group Inc

Technology
-5.07K
- 44.7%
$96.4 - $122.5 $489K - $621K
6.27K $633M
MC
Moelis & CO

Financial Services
-6.28K
- 35.29%
$57.91 - $81.2 $364K - $510K
11.5K $672M
Rb Global Inc
-9.02K
- 33.51%
N/A
17.9K $1.8B
SPY
Spdr S&P 500 ETF Trust

ETFs
-152
- 0.74%
$551.42 - $612.93 $83.8K - $93.2K
20.3K $11.4B
ETN
Eaton Corp PLC

Industrials
-1.49K
- 39.78%
$271.83 - $371.23 $406K - $554K
2.26K $614M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-4.46K
- 28.04%
$160.89 - $187.27 $717K - $834K
11.4K $1.98B
ITGR
Integer Holdings Corp

Healthcare
-4K
- 37.93%
$115.16 - $144.36 $460K - $577K
6.54K $772M
Activity Summary
Buys All Purchases 66 New Holdings 12 Increased Positions 54 Sells All Sells 356 Reductions 356 Sold out 0 Options Calls 0 Puts 0
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