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CIK: 0001263548
Total reported value
$5.3B
$5.3B
1220 檔
14.6%
During the Q1 2024 filing period, Whittier Trust Co Of Nevada Inc (CIK: 0001263548) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.3B across 1220 reported positions.
During Q1 2024, Whittier Trust Co Of Nevada Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1220 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.09% | -0.42% | +1.91% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.13% | +0.37% | +1.61% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.86% | +0.06% | -3.32% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.59% | +0.02% | +3.30% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.79% | +0.17% | +1.25% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.60% | +0.45% | +3.05% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.28% | +0.14% | +0.04% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.78% | +0.08% | +2.80% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.75% | +0.06% | +3.56% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.69% | +0.04% | +398.72% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.40% | +0.09% | +2.94% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.30% | — | +1.93% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.30% | -0.01% | +3.70% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | -0.04% | +1.61% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.04% | -0.02% | +3.08% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.04% | +3.34% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | -0.01% | +2.09% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.94% | -0.02% | +10.05% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | -0.24% | +4.52% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 0.89% | — | +2.38% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.88% | -0.01% | +7.32% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.85% | +0.02% | — | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.82% | -0.19% | +2.18% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.79% | -0.12% | +2.28% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.78% | +0.07% | +0.26% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | +0.05% | +2.06% | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.75% | +0.10% | +1.76% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.74% | -0.05% | +2.24% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.73% | -0.02% | — | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.68% | -0.12% | +3.29% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.11% | +2.85% | |
| 32 | LIN | Linde plc | Stock-Materials | 0.67% | — | +3.13% | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 0.65% | -0.60% | EXIT | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.65% | -0.47% | +2.44% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.21% | +2.72% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.63% | +0.15% | +2.69% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.63% | — | +2.02% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.02% | -0.37% | |
| 39 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.61% | — | -8.75% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.59% | -0.06% | +3.02% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.58% | -0.02% | +1.98% | |
| 42 | ELV | Elevance Health Inc | Stock-Healthcare | 0.57% | — | +3.67% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.03% | +2.35% | |
| 44 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.53% | -0.15% | +2.75% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.05% | +48.24% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.52% | -0.07% | +1.85% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.50% | +0.03% | -0.01% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.49% | -0.07% | +2.91% | |
| 49 | NOW | Servicenow Inc | Stock-Tech | 0.49% | -0.02% | +21.98% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-Other | 0.46% | — | -0.40% |
According to official SEC Form 13F filings, Whittier Trust Co Of Nevada Inc reported a total U.S. public equity portfolio value of $5.3B across 1220 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 14.6% of total reported equity market value during Q1 2024.
During Q1 2024, Whittier Trust Co Of Nevada Inc's top holdings by market value included MSFT (7.1%)、AAPL (5.1%)、NVDA (3.9%). The largest single position, MSFT, represented 7.1% of total portfolio value.
In Q1 2024, Whittier Trust Co Of Nevada Inc 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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