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CIK: 0000092230
Total reported value
$83.7B
$83.7B
2488 檔
13.7%
The Q4 2024 SEC filing reveals that Truist Financial CORP held a total portfolio value of $83.7B, covering 2488 public equity positions.
Truist Financial CORP executed strategic sector rebalancing during Q4 2024, establishing 4 new positions while fully exiting 4 holdings and trimming 96 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, AAPL) accounted for 13.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $222.8M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $203.5M
Showing top 200 holdings (of 2488 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.70% | +0.25% | -1.28% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.18% | -0.03% | -3.77% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.86% | +0.03% | +3.01% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.77% | -0.24% | +0.13% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.41% | -0.24% | +2.36% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.00% | -0.01% | +1.66% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.69% | +0.51% | -2.59% | |
| 8 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.53% | -0.17% | -2.69% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | +0.04% | +1.84% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.38% | +0.05% | +0.48% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.25% | -0.14% | -11.92% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.08% | -0.13% | +2.84% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | -0.01% | +0.51% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.07% | +0.12% | -0.64% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.06% | +0.11% | +0.73% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.98% | -0.47% | +22.43% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 0.97% | +0.27% | -0.88% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.93% | +0.15% | +2.96% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.91% | +0.07% | +25.53% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.85% | +0.07% | -3.93% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.10% | +4.06% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.79% | -0.03% | -0.50% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | — | +0.05% | |
| 24 | XLF | Ss Financial Select Sector | ETF-Other | 0.76% | — | +25.57% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.08% | +0.20% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.72% | — | +13.59% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.04% | -5.99% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-Other | 0.67% | -0.01% | +9.63% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.63% | +0.04% | -3.18% | |
| 30 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.58% | -0.12% | -1.58% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | +0.06% | -5.49% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.12% | -1.13% | |
| 33 | MBB | Ishares Mbs ETF | ETF-Other | 0.53% | -0.11% | -4.56% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.52% | -0.01% | -3.27% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.51% | -0.01% | +1.72% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.50% | +0.01% | +3.77% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.04% | -4.90% | |
| 38 | ADI | Analog Devices Inc | Stock-Tech | 0.50% | +0.08% | +0.62% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.47% | -0.03% | -0.61% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.46% | +0.03% | -4.78% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | — | +2.46% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.11% | +1.98% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.11% | -1.42% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.44% | -0.01% | -42.11% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.44% | +0.04% | +8.57% | |
| 46 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.41% | -0.06% | -4.56% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.41% | -0.07% | -0.03% | |
| 48 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.40% | -0.16% | +1.83% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.40% | -0.04% | +4.15% | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.37% | — | -5.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.4% | NEW | New buy |
| 2 | AVGO | Broadcom Inc | +0.3% | +0.73% | Add |
| 3 | AAPL | Apple Inc | +0.3% | +3.01% | Add |
| 4 | AMZN | Amazon.com Inc | +0.2% | +1.84% | Add |
| 5 | NVDA | Nvidia CORP | +0.2% | +1.66% | Add |
| 6 | IEMG | Ishares Core Msci Emerging | +0.2% | +224.34% | Add |
| 7 | XLF | Ss Financial Select Sector | +0.2% | +25.57% | Add |
| 8 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +25.53% | Add |
| 9 | TSLA | Tesla Inc | +0.2% | +2.46% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +0.51% | Add |
| 11 | BND | Vanguard Total Bond Market | +0.1% | +115.29% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | -0.64% | Trim |
| 13 | IAU | Ishares Gold Trust | +0.1% | +56.82% | Add |
| 14 | V | Visa Inc-class A Shares | +0.1% | +0.05% | Add |
| 15 | IWF | Ishares Russell 1000 Growth | +0.1% | +0.48% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.20% | Add |
| 17 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +22.43% | Add |
| 18 | IGV | Ishares Expanded Tech-softwa | +0.1% | +866.93% | Add |
| 19 | NFLX | Netflix Inc | +0.1% | +2.12% | Add |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +73.25% | Add |
| 21 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 22 | IWD | Ishares Russell 1000 Value E | +0.1% | +13.59% | Add |
| 23 | CSCO | Cisco Systems Inc | +0.1% | +20.82% | Add |
| 24 | CTRA | Coterra Energy Inc | +0.1% | +668.05% | Add |
| 25 | WMT | Walmart Inc | +0.1% | -1.13% | Trim |
| 26 | EG | Everest Group, Ltd. | +0.1% | +7580.66% | Add |
| 27 | CRM | Salesforce Inc | +0.1% | +6.60% | Add |
| 28 | META | Meta Platforms Inc-class A | +0.1% | +4.06% | Add |
| 29 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 30 | MO | Altria Group Inc | +0.1% | +27.61% | Add |
| 31 | MUB | Ishares National Muni Bond E | +0.1% | +31.39% | Add |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | -1.28% | Trim |
| 33 | PLTR | Palantir Technologies Inc-a | 0% | +18.11% | Add |
| 34 | BKNG | Booking Holdings Inc | 0% | +2.04% | Add |
| 35 | ETR | Entergy CORP | 0% | +104.95% | Add |
| 36 | VONG | Vanguard Russell 1000 Growth | 0% | +6.24% | Add |
| 37 | LPLA | Lpl Financial Holdings Inc | 0% | +7.92% | Add |
| 38 | ROK | Rockwell Automation Inc | 0% | +229.52% | Add |
| 39 | PM | Philip Morris International | 0% | +8.57% | Add |
| 40 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +57.28% | Add |
| 41 | SCHW | Schwab (charles) CORP | 0% | +3.22% | Add |
| 42 | XLC | Ss Comm Select Sector Spdr | 0% | +1.83% | Add |
| 43 | WFC | Wells Fargo & Co | 0% | +12.81% | Add |
| 44 | IWB | Ishares Russell 1000 ETF | 0% | +11.79% | Add |
| 45 | VTI | Vanguard Total Stock Mkt ETF | 0% | +8.26% | Add |
| 46 | BDX | Becton Dickinson And Co | 0% | +66.10% | Add |
| 47 | BNY | Bank Of New York Mellon CORP | 0% | +5.59% | Add |
| 48 | GS | Goldman Sachs Group Inc | 0% | -0.58% | Trim |
| 49 | JHMM | John Hancock Multi Fact Mid | 0% | +686.78% | Add |
| 50 | BSV | Vanguard Short-term Bond ETF | 0% | +17.90% | Add |
According to official SEC Form 13F filings, Truist Financial CORP reported a total U.S. public equity portfolio value of $83.7B across 2488 disclosed positions in Q4 2024.
During Q4 2024, Truist Financial CORP's top holdings by market value included IVV (6.7%)、SPY (3.2%)、AAPL (2.9%). The largest single position, IVV, represented 6.7% of total portfolio value.
In Q4 2024, Truist Financial CORP made 200 total portfolio adjustments, initiating 4 new buys, adding to 96 positions, trimming 96 holdings, and fully liquidating 4 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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