Whittier Trust CO Of Nevada Inc has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.02 Billion distributed in 1681 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $280M, Microsoft Corp with a value of $261M, Nvidia Corp with a value of $203M, Spdr S&P 500 ETF Trust with a value of $140M, and Amazon Com Inc with a value of $128M.

Examining the 13F form we can see an increase of $193M in the current position value, from $3.83B to 4.02B.

Below you can find more details about Whittier Trust CO Of Nevada Inc portfolio as well as his latest detailed transactions.

Portfolio value $4.02 Billion
Technology: $1.04 Billion
ETFs: $1.02 Billion
Financial Services: $444 Million
Consumer Cyclical: $319 Million
Healthcare: $278 Million
Industrials: $255 Million
Communication Services: $237 Million
Consumer Defensive: $154 Million
Other: $270 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 1,681
  • Current Value $4.02 Billion
  • Prior Value $3.83 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 69 stocks
  • Additional Purchases 375 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 284 stocks
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