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CIK: 0001263548
Total reported value
$5.3B
$5.3B
1349 檔
18.9%
As reported in its official Q4 2024 Form 13F filing, Whittier Trust Co Of Nevada Inc's tracked investment portfolio stood at $5.3B with 1349 total positions.
In Q4 2024, Whittier Trust Co Of Nevada Inc displayed an active expansion posture, initiating 12 new positions and adding to 138 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1349 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.87% | +0.37% | +2.49% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.41% | -0.42% | +2.63% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.99% | +0.06% | +4.44% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.45% | +0.02% | +0.92% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.13% | +0.17% | +3.05% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.01% | +0.45% | +5.02% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.29% | +0.14% | +2.53% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.80% | +0.08% | +3.90% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.72% | +0.06% | +3.13% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.69% | -0.24% | +4.91% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.52% | +0.04% | +1.12% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.28% | +0.09% | +0.16% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.25% | -0.01% | +0.08% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | -0.04% | +2.59% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.11% | -0.04% | +6.76% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.11% | — | +0.51% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.93% | -0.02% | -0.20% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 0.87% | -0.19% | +33.29% | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 0.86% | — | +2.88% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.83% | +0.02% | +1.70% | |
| 21 | NOW | Servicenow Inc | Stock-Tech | 0.83% | -0.02% | +5.95% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.82% | -0.01% | +5.38% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.11% | +2.36% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | +0.05% | +2.47% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.75% | -0.12% | +4.49% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.73% | -0.12% | +0.02% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.21% | +1.51% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.19% | +19.43% | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.70% | +0.10% | +3.43% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.67% | -0.02% | — | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 0.66% | -0.60% | EXIT | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.64% | +0.07% | +2.81% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.63% | -0.02% | +4.16% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.62% | +0.07% | +24.98% | |
| 35 | TRGP | Targa Resources CORP | Stock-Energy | 0.61% | -0.35% | — | |
| 36 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.61% | — | +6.33% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.03% | +12.20% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.02% | +0.02% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.57% | — | -0.03% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.56% | +0.15% | +1.64% | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.55% | -0.06% | +3.67% | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.54% | — | +5.21% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.54% | -0.07% | +5.49% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.52% | -0.06% | +3.15% | |
| 45 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.52% | -0.47% | +4.60% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.01% | -27.11% | |
| 47 | LIN | Linde plc | Stock-Materials | 0.49% | — | +5.99% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.48% | +0.03% | -0.58% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.47% | -0.02% | +3.75% | |
| 50 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.46% | -0.07% | +0.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TRGP | Targa Resources CORP | +0.6% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +0.4% | +4.44% | Add |
| 3 | AVGO | Broadcom Inc | +0.4% | +4.91% | Add |
| 4 | AMZN | Amazon.com Inc | +0.4% | +3.05% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | +5.02% | Add |
| 6 | AAPL | Apple Inc | +0.3% | +2.49% | Add |
| 7 | V | Visa Inc-class A Shares | +0.2% | +3.13% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +3.90% | Add |
| 9 | TSLA | Tesla Inc | +0.2% | +125.70% | Add |
| 10 | CEG | Constellation Energy | +0.2% | +3391.79% | Add |
| 11 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 12 | CVX | Chevron CORP | +0.2% | +33.29% | Add |
| 13 | GS | Goldman Sachs Group Inc | +0.2% | +24.98% | Add |
| 14 | ET | Energy Transfer LP | +0.2% | NEW | New buy |
| 15 | ISRG | Intuitive Surgical Inc | +0.1% | +45.84% | Add |
| 16 | NOW | Servicenow Inc | +0.1% | +5.95% | Add |
| 17 | CRM | Salesforce Inc | +0.1% | +15.28% | Add |
| 18 | ARISUSD | Aris Water Solutions Inc-a | +0.1% | +7161.63% | Add |
| 19 | NEE | Nextera Energy Inc | +0.1% | +158.14% | Add |
| 20 | DDOG | Datadog Inc - Class A | +0.1% | +113.36% | Add |
| 21 | SUN | Sunoco LP | +0.1% | NEW | New buy |
| 22 | VERX | Vertex Inc - Class A | +0.1% | +57.40% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.36% | Add |
| 24 | TLN | Talen Energy CORP | +0.1% | NEW | New buy |
| 25 | PGR | Progressive CORP | +0.1% | +2169.73% | Add |
| 26 | ENB | Enbridge Inc | +0.1% | +875.63% | Add |
| 27 | GVI | Ishares Intermediate Governm | +0.1% | +839.01% | Add |
| 28 | P | Everpure Inc-a | +0.1% | +119.59% | Add |
| 29 | BX | Blackstone Inc | +0.1% | +5.21% | Add |
| 30 | DIS | Walt Disney Co/the | +0.1% | +3.75% | Add |
| 31 | AXON | Axon Enterprise Inc | +0.1% | +23.22% | Add |
| 32 | HON | Honeywell International Inc | +0.1% | +3.40% | Add |
| 33 | KMI | Kinder Morgan, Inc. | +0.1% | +199.48% | Add |
| 34 | META | Meta Platforms Inc-class A | 0% | +6.76% | Add |
| 35 | EWBC | East West Bancorp Inc | 0% | +4.25% | Add |
| 36 | DSGX | Descartes Systems Grp/the | 0% | +962.95% | Add |
| 37 | MINT | Pimco Enhanced Short Maturit | 0% | +258.28% | Add |
| 38 | ANET | Arista Networks Inc | 0% | NEW | New buy |
| 39 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 40 | CMG | Chipotle Mexican Grill Inc | 0% | +6.33% | Add |
| 41 | CPRT | Copart Inc | 0% | +5.24% | Add |
| 42 | EQT | Eqt CORP | 0% | +5.10% | Add |
| 43 | LULU | Lululemon Athletica Inc | 0% | +5.76% | Add |
| 44 | SHW | Sherwin-williams Co/the | 0% | +42.71% | Add |
| 45 | LPLA | Lpl Financial Holdings Inc | 0% | +5.13% | Add |
| 46 | LNG | Cheniere Energy Inc | 0% | +8.24% | Add |
| 47 | WES | Western Midstream Partners L | 0% | NEW | New buy |
| 48 | TJX | Tjx Companies Inc | 0% | +4.49% | Add |
| 49 | PG | Procter & Gamble Co/the | 0% | +12.20% | Add |
| 50 | WMT | Walmart Inc | 0% | +1.71% | Add |
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 1349 disclosed positions in Q4 2024.
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 AAPL, MSFT, NVDA) accounted for 18.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
TRGP
市值: $25.0M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $6.8M
During Q4 2024, Whittier Trust Co Of Nevada Inc's top holdings by market value included AAPL (6.9%)、MSFT (6.4%)、NVDA (5.0%). The largest single position, AAPL, represented 6.9% of total portfolio value.
In Q4 2024, Whittier Trust Co Of Nevada Inc made 197 total portfolio adjustments, initiating 12 new buys, adding to 138 positions, trimming 43 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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