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CIK: 0000092230
Total reported value
$83.7B
$83.7B
2601 檔
12.0%
According to the latest 13F quarterly dataset, Truist Financial CORP managed an equity portfolio of $83.7B at the end of Q1 2024, spanning 2601 distinct U.S. exchange-listed positions.
During Q1 2024, Truist Financial CORP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 2601 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.43% | +0.25% | +2.28% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.00% | -0.24% | -1.68% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.93% | -0.03% | -0.59% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.01% | -0.24% | +4.17% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.89% | -0.14% | -4.41% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.78% | +0.03% | -2.41% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.74% | +0.51% | +4.71% | |
| 8 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.50% | -0.17% | -2.57% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | -0.01% | -5.47% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | +0.04% | +1.91% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.11% | +0.05% | -2.44% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.04% | -0.04% | -4.96% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.02% | -0.13% | +7.27% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 0.91% | -0.01% | -0.78% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 0.89% | +0.27% | -9.25% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | +0.12% | -1.78% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.01% | -2.05% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.86% | +0.15% | +0.57% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.84% | -0.01% | -0.62% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.84% | -0.03% | -12.03% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.81% | -0.47% | -6.56% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | +0.06% | -2.24% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | +0.07% | -1.76% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | — | -0.57% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.75% | -0.01% | -0.69% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.74% | +0.07% | +372.51% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.10% | -1.95% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.62% | — | -13.71% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.08% | +0.26% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.60% | -0.05% | -11.62% | |
| 31 | ADI | Analog Devices Inc | Stock-Tech | 0.59% | +0.08% | -0.54% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.11% | -4.00% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.57% | — | -0.96% | |
| 34 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.56% | -0.12% | +5.70% | |
| 35 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.54% | +0.21% | +3.31% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.51% | +0.04% | -14.12% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.04% | -0.50% | |
| 38 | MBB | Ishares Mbs ETF | ETF-Other | 0.49% | -0.11% | +9.41% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.49% | -0.05% | -0.75% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.01% | -16.02% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.13% | -3.57% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.48% | -0.01% | -0.31% | |
| 43 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.47% | -0.03% | -0.89% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.46% | +0.03% | -4.52% | |
| 45 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.46% | -0.16% | -4.60% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.45% | +0.01% | -3.57% | |
| 47 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.44% | -0.06% | -3.45% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.44% | -0.03% | -6.81% | |
| 49 | ELV | Elevance Health Inc | Stock-Healthcare | 0.43% | — | +2.17% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.41% | -0.04% | -4.55% |
According to official SEC Form 13F filings, Truist Financial CORP reported a total U.S. public equity portfolio value of $83.7B across 2601 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, MSFT, SPY) accounted for 12.0% of total reported equity market value during Q1 2024.
During Q1 2024, Truist Financial CORP's top holdings by market value included IVV (5.4%)、MSFT (3.0%)、SPY (2.9%). The largest single position, IVV, represented 5.4% of total portfolio value.
In Q1 2024, Truist Financial CORP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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