TRUIST FINANCIAL CORP
Institutional investor · Portfolio as of Q1 2023
Top Holdings2,560 positions
ISHARES TR | 6M | $2.5B | 4.3% | $321.68 | +22.01% | 15 qtrssince 2019-Q3 | Increased 61 |
MICROSOFT CORP | 5M | $1.4B | 2.5% | $150.04 | +86.94% | 15 qtrssince 2019-Q3 | Increased 56 |
STATE STR SPDR S&P 500 ETF T | 3.5M | $1.4B | 2.4% | $297.88 | +31.59% | 15 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 55.4M | $1.3B | 2.2% | $21.68 | -3.48% | 14 qtrssince 2019-Q4 | Increased 63 |
APPLE INC | 7.7M | $1.3B | 2.2% | $68.69 | +136.22% | 15 qtrssince 2019-Q3 | Decreased 0 |
COCA COLA CO | 17.7M | $1.1B | 1.9% | $44.93 | +24.70% | 15 qtrssince 2019-Q3 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 6.5M | $940.3M | 1.6% | $134.28 | +1.71% | 14 qtrssince 2019-Q4 | Increased 52 |
VANGUARD INDEX FDS | 2.2M | $810.9M | 1.4% | $319.57 | +12.42% | 15 qtrssince 2019-Q3 | Increased 76 |
VANGUARD INDEX FDS | 4.6M | $636.3M | 1.1% | $107.46 | +18.62% | 15 qtrssince 2019-Q3 | Decreased 0 |
HOME DEPOT INC | 2.1M | $633.1M | 1.1% | $192.58 | +39.98% | 15 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 5.7M | $549.7M | 0.9% | $88.16 | +3.85% | 15 qtrssince 2019-Q3 | Increased 46 |
SELECT SECTOR SPDR TR | 3.6M | $546.4M | 0.9% | $53.49 | +37.93% | 15 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 5.4M | $538.4M | 0.9% | $89.69 | -2.79% | 15 qtrssince 2019-Q3 | Decreased 0 |
MERCK & CO INC | 5M | $527.3M | 0.9% | $68.96 | +38.92% | 15 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 2.2M | $525.9M | 0.9% | $43.46 | +38.18% | 15 qtrssince 2019-Q3 | Decreased 0 |
SPDR SERIES TRUST | 5.7M | $524.6M | 0.9% | $76.84 | +1.80% | 14 qtrssince 2019-Q4 | Increased 51 |
ISHARES TR | 7.7M | $512.9M | 0.9% | $56.82 | +4.42% | 15 qtrssince 2019-Q3 | Increased 56 |
ABBVIE INC | 3.2M | $507.6M | 0.9% | $66.31 | +111.08% | 15 qtrssince 2019-Q3 | Decreased 0 |
SELECT SECTOR SPDR TR | 3.7M | $477.4M | 0.8% | $103.53 | +17.98% | 15 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 5.8M | $476.4M | 0.8% | $71.70 | +0.61% | 15 qtrssince 2019-Q3 | Increased 49 |
TRUIST FINANCIAL CORP manages $58.1B across 2560 positions as of Q1 2023. Top holdings: IVV (4.3%), MSFT (2.5%), SPY (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 182 new positions, 176 exits, 1085 increased. Top move: VOO (INCREASED, conviction 76). Portfolio: $58.1B across 2560 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR