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CIK: 0001632554
Total reported value
$1.1B
$1.1B
413 檔
29.7%
In Q4 2024, Trust Co's U.S. equity holdings reached a combined market value of $1.1B, distributed across 413 disclosed stock positions.
In Q4 2024, Trust Co displayed an active expansion posture, initiating 4 new positions and adding to 34 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AGG, VUG, VTV) accounted for 29.7% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 413 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.84% | -0.16% | +3.32% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 8.16% | +0.64% | -0.54% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 7.44% | +0.31% | +1.94% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 5.83% | -0.16% | +1.76% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.45% | +0.05% | +67.18% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 5.09% | +0.01% | +32.34% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 4.64% | -0.15% | +0.69% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.64% | +0.53% | +0.59% | |
| 9 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 4.63% | +0.09% | +7.84% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.49% | +0.13% | +1.36% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.30% | +0.30% | +5.52% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.23% | -0.04% | +1.28% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 2.23% | -0.04% | -14.30% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.77% | +0.26% | +6.33% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.67% | +0.40% | +0.54% | |
| 16 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.51% | -0.01% | +7.30% | |
| 17 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.29% | +0.40% | +4.73% | |
| 18 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 1.17% | -0.04% | +8.83% | |
| 19 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.10% | -0.04% | -4.17% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.06% | -0.01% | -4.11% | |
| 21 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.89% | +0.04% | +5701.33% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.88% | +0.10% | +0.13% | |
| 23 | XLF | Ss Financial Select Sector | ETF-Other | 0.81% | +0.01% | +4.08% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.05% | -0.90% | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.70% | — | +5.13% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.62% | -0.62% | +21.42% | |
| 27 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 0.61% | -0.04% | +2.01% | |
| 28 | SHYM | Ishares Short Duration High | ETF-Other | 0.60% | -0.02% | -23.37% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-Other | 0.60% | — | +7.22% | |
| 30 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.56% | -0.03% | +5.83% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.27% | +1.16% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-Other | 0.53% | +0.02% | +4.26% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.44% | +0.12% | +2.22% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | -0.04% | +55.14% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.41% | — | +1.06% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.40% | +0.02% | +211.41% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | -0.03% | +38.24% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.34% | -0.01% | +6.33% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.34% | +0.06% | +3.02% | |
| 40 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.30% | +0.06% | +8.43% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.29% | — | +0.29% | |
| 42 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.28% | +0.10% | +9.08% | |
| 43 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.24% | -0.18% | — | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | -0.06% | +53.50% | |
| 45 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.23% | +0.09% | +3.41% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | -0.03% | +30.53% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.01% | +13.05% | |
| 48 | XLE | Ss Energy Select Sector | ETF-Other | 0.20% | -0.02% | +2.78% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.19% | — | +5.83% | |
| 50 | PHO | Invesco Water Resources ETF | ETF-Other | 0.19% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | +1.7% | +67.18% | Add |
| 2 | ACWX | Ishares Msci Acwi Ex US ETF | +0.9% | +5701.33% | Add |
| 3 | EEM | Ishares Msci Emerging Market | +0.7% | +32.34% | Add |
| 4 | PHO | Invesco Water Resources ETF | +0.2% | NEW | New buy |
| 5 | MSFT | Microsoft CORP | +0.1% | +55.14% | Add |
| 6 | AAPL | Apple Inc | +0.1% | +21.42% | Add |
| 7 | AMZN | Amazon.com Inc | +0.1% | +38.24% | Add |
| 8 | VUG | Vanguard Growth ETF | +0.1% | -0.54% | Trim |
| 9 | MRK | Merck & Co. Inc. | +0.1% | +394.49% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +53.50% | Add |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +7296.80% | Add |
| 12 | XLY | Ss Consumer Disc Select Sect | +0.1% | +5.13% | Add |
| 13 | XLK | Ss Technology Select Sector | +0.1% | +6.33% | Add |
| 14 | JGRO | Jpmorgan Active Growth ETF | +0.1% | +4.73% | Add |
| 15 | WM | Waste Management Inc | +0.1% | +2864.20% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | +58.05% | Add |
| 17 | RRX | Regal Rexnord CORP | +0.1% | NEW | New buy |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | +230.31% | Add |
| 19 | XLF | Ss Financial Select Sector | 0% | +4.08% | Add |
| 20 | XLC | Ss Comm Select Sector Spdr | 0% | +5.83% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | 0% | +13.05% | Add |
| 22 | IPG | Interpublic Group Of Cos Inc | 0% | NEW | New buy |
| 23 | FDX | Fedex CORP | 0% | +144.99% | Add |
| 24 | ISRG | Intuitive Surgical Inc | 0% | +96.62% | Add |
| 25 | LMT | Lockheed Martin CORP | 0% | +63.85% | Add |
| 26 | FISV | Fiserv Inc | 0% | NEW | New buy |
| 27 | IBTG | Ishares Ibonds Dec 2026 Term | 0% | +7.30% | Add |
| 28 | IBTI | Ishares Ibonds Dec 2028 Term | 0% | +8.83% | Add |
| 29 | V | Visa Inc-class A Shares | 0% | +5.83% | Add |
| 30 | JNJ | Johnson & Johnson | 0% | +30.53% | Add |
| 31 | QQQ | Invesco Qqq Trust Series 1 | 0% | +2.22% | Add |
| 32 | VOT | Vanguard Mid-cap Growth ETF | 0% | +0.59% | Add |
| 33 | IWB | Ishares Russell 1000 ETF | 0% | +0.54% | Add |
| 34 | BAX | Baxter International Inc | 0% | -98.22% | Trim |
| 35 | BLKCHF | Blackrock Inc | 0% | EXIT | Sold out |
| 36 | SPG | Simon Property Group Inc | 0% | -86.30% | Trim |
| 37 | EXPE | Expedia Group Inc | -0.1% | -90.16% | Trim |
| 38 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | -37.13% | Trim |
| 39 | CVS | Cvs Health CORP | -0.1% | -80.36% | Trim |
| 40 | JMST | JPM Ultra-short Muni Income | -0.1% | -4.17% | Trim |
| 41 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | -4.11% | Trim |
| 42 | VGIT | Vanguard Intermediate-term T | -0.2% | -78.16% | Trim |
| 43 | SHYM | Ishares Short Duration High | -0.2% | -23.37% | Trim |
| 44 | VOE | Vanguard Mid-cap Value ETF | -0.3% | +1.36% | Add |
| 45 | VEA | Vanguard Ftse Developed ETF | -0.4% | +5.52% | Add |
| 46 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.4% | +7.84% | Add |
| 47 | BND | Vanguard Total Bond Market | -0.5% | +1.76% | Add |
| 48 | VTV | Vanguard Value ETF | -0.5% | +1.94% | Add |
| 49 | MUB | Ishares National Muni Bond E | -0.6% | -14.30% | Trim |
| 50 | AGG | Ishares Core U.s. Aggregate | -0.7% | +3.32% | Add |
According to official SEC Form 13F filings, Trust Co reported a total U.S. public equity portfolio value of $1.1B across 413 disclosed positions in Q4 2024.
During Q4 2024, Trust Co's top holdings by market value included AGG (10.8%)、VUG (8.2%)、VTV (7.4%). The largest single position, AGG, represented 10.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
PHO
市值: $1.6M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $339.9K
In Q4 2024, Trust Co made 50 total portfolio adjustments, initiating 4 new buys, adding to 34 positions, trimming 11 holdings, and fully liquidating 1 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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