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CIK: 0001635633
Total reported value
$1.2B
$1.2B
457 檔
45.7%
During the Q1 2025 filing period, Trust Point Inc. (CIK: 0001635633) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 457 reported positions.
In Q1 2025, Trust Point Inc. adopted a defensive or profit-taking posture, trimming 45 positions and completely liquidating 2 holdings to manage risk exposure.
Showing top 200 holdings (of 457 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 20.87% | +0.62% | -10.55% | |
| 2 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 11.91% | +2.24% | -1.42% | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 8.02% | -0.11% | -46.58% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 5.48% | +1.44% | -10.79% | |
| 5 | PFG | Principal Financial Group | Stock-Financials | 2.85% | -0.71% | -0.10% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.09% | -2.30% | EXIT | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.69% | -0.08% | — | |
| 8 | PWR | Quanta Services Inc | Stock-Industrials | 1.64% | -3.36% | EXIT | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.29% | +0.16% | -0.57% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.25% | — | -27.88% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.22% | +0.06% | — | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.15% | +0.11% | +0.09% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | +0.51% | -29.34% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.04% | +0.16% | -0.74% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.87% | +0.12% | +4.24% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.82% | +0.08% | -0.34% | |
| 17 | WTPI | Wisdomtree Equity Premium In | ETF-Other | 0.81% | -0.07% | -19.04% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.21% | -4.47% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.62% | EXIT | |
| 20 | IVLU | Ishares Msci International V | ETF-Other | 0.74% | +0.05% | -52.78% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.12% | -0.05% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.09% | +2.96% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.58% | -0.60% | EXIT | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.31% | -27.37% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.50% | +0.03% | +19.10% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | -0.03% | -16.53% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.19% | -25.43% | |
| 28 | FAST | Fastenal Co | Stock-Industrials | 0.47% | +0.18% | -12.51% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | +0.01% | -28.60% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.44% | +0.06% | -68.60% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.06% | -10.13% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | +0.04% | -23.75% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.34% | +0.03% | -0.45% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | +0.03% | -14.99% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | +0.02% | -8.86% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.31% | +0.02% | -8.89% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.31% | +0.01% | -23.92% | |
| 38 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.30% | +0.29% | +5.81% | |
| 39 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.30% | +0.02% | +0.24% | |
| 40 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.29% | — | -0.07% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | +0.08% | -33.25% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.28% | -0.05% | -3.68% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.27% | -0.18% | EXIT | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | +0.10% | -25.95% | |
| 45 | BND | Vanguard Total Bond Market | ETF-Other | 0.26% | -0.04% | +37.89% | |
| 46 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.25% | — | +2.02% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.25% | -0.05% | -14.34% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.24% | +0.01% | -27.53% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | — | -13.21% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.22% | +0.04% | -0.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | +3% | -10.55% | Trim |
| 2 | QGRW | Wisdomtree US Quality Growth | +1.6% | -1.42% | Trim |
| 3 | PFG | Principal Financial Group | +0.9% | -0.10% | Trim |
| 4 | VV | Vanguard Large-cap ETF | +0.6% | -10.79% | Trim |
| 5 | IWB | Ishares Russell 1000 ETF | +0.3% | — | Unchanged |
| 6 | SCHM | Schwab US Mid Cap ETF | +0.2% | +0.09% | Add |
| 7 | IVW | Ishares S&p 500 Growth ETF | +0.2% | -0.57% | Trim |
| 8 | BND | Vanguard Total Bond Market | +0.1% | +37.89% | Add |
| 9 | WMT | Walmart Inc | +0.1% | -10.13% | Trim |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | -16.53% | Trim |
| 11 | V | Visa Inc-class A Shares | +0.1% | -23.75% | Trim |
| 12 | WTPI | Wisdomtree Equity Premium In | 0% | -19.04% | Trim |
| 13 | VWO | Vanguard Ftse Emerging Marke | 0% | -23.92% | Trim |
| 14 | MA | Mastercard Inc - A | — | -27.53% | Trim |
| 15 | LLY | Eli Lilly & Co | — | -28.98% | Trim |
| 16 | GS | Goldman Sachs Group Inc | — | -21.42% | Trim |
| 17 | UNH | Unitedhealth Group Inc | 0% | -30.72% | Trim |
| 18 | COST | Costco Wholesale CORP | 0% | -28.64% | Trim |
| 19 | NFLX | Netflix Inc | 0% | -33.90% | Trim |
| 20 | EMR | Emerson Electric Co | 0% | -27.27% | Trim |
| 21 | MEDP | Medpace Holdings Inc | 0% | -36.45% | Trim |
| 22 | ORCL | Oracle CORP | 0% | -15.86% | Trim |
| 23 | GWRE | Guidewire Software Inc | 0% | -55.54% | Trim |
| 24 | WK | Workiva Inc | 0% | -22.12% | Trim |
| 25 | ALKT | Alkami Technology Inc | 0% | -47.73% | Trim |
| 26 | DSGX | Descartes Systems Grp/the | 0% | -44.70% | Trim |
| 27 | META | Meta Platforms Inc-class A | 0% | -28.60% | Trim |
| 28 | NOW | Servicenow Inc | 0% | -22.42% | Trim |
| 29 | EME | Emcor Group Inc | 0% | -61.58% | Trim |
| 30 | FIVE | Five Below | 0% | -34.70% | Trim |
| 31 | GKOS | Glaukos CORP | 0% | -53.72% | Trim |
| 32 | CRM | Salesforce Inc | -0.1% | -33.66% | Trim |
| 33 | MBB | Ishares Mbs ETF | -0.1% | EXIT | Sold out |
| 34 | FRPT | Freshpet Inc | -0.1% | -31.26% | Trim |
| 35 | GOOG | Alphabet Inc-cl C | -0.1% | -25.95% | Trim |
| 36 | SPSC | Sps Commerce Inc | -0.1% | -33.46% | Trim |
| 37 | GLOB | Globant S.A. | -0.1% | -32.56% | Trim |
| 38 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.1% | -76.18% | Trim |
| 39 | AMZN | Amazon.com Inc | -0.2% | -31.39% | Trim |
| 40 | GOOGL | Alphabet Inc-cl A | -0.2% | -27.37% | Trim |
| 41 | AAPL | Apple Inc | -0.2% | -20.72% | Trim |
| 42 | AVGO | Broadcom Inc | -0.2% | -25.43% | Trim |
| 43 | TSLA | Tesla Inc | -0.2% | -33.25% | Trim |
| 44 | MSFT | Microsoft CORP | -0.2% | -27.88% | Trim |
| 45 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.3% | EXIT | Sold out |
| 46 | IVLU | Ishares Msci International V | -0.3% | -52.78% | Trim |
| 47 | NVDA | Nvidia CORP | -0.4% | -29.34% | Trim |
| 48 | VEU | Vanguard Ftse All-world Ex-u | -0.6% | -68.60% | Trim |
| 49 | PWR | Quanta Services Inc | -2% | -57.16% | Trim |
| 50 | ISTB | Ishares Core 1-5 Year Usd Bo | -3.3% | -46.58% | Trim |
According to official SEC Form 13F filings, Trust Point Inc. reported a total U.S. public equity portfolio value of $1.2B across 457 disclosed positions in Q1 2025.
During Q1 2025, Trust Point Inc.'s top holdings by market value included VIG (20.9%)、QGRW (11.9%)、ISTB (8.0%). The largest single position, VIG, represented 20.9% 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.
In terms of portfolio concentration, the top 5 core holdings (including VIG, QGRW, ISTB) accounted for 45.7% of total reported equity market value during Q1 2025.
Top Position Liquidated / Trimmed
IUSB
前期市值: $3.9M
In Q1 2025, Trust Point Inc. made 49 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 45 holdings, and fully liquidating 2 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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