TRUIST FINANCIAL CORP
Institutional investor · Portfolio as of Q1 2024
Top Holdings2,611 positions
ISHARES TR | 6.8M | $3.6B | 5.4% | $337.88 | +50.79% | 19 qtrssince 2019-Q3 | Increased 63 |
MICROSOFT CORP | 4.7M | $2B | 3.0% | $168.55 | +144.85% | 19 qtrssince 2019-Q3 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 3.5M | $1.9B | 2.8% | $303.18 | +67.58% | 19 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 58.2M | $1.3B | 2.0% | $21.59 | -2.97% | 18 qtrssince 2019-Q4 | Increased 57 |
INVESCO EXCHANGE TRADED FD T | 7.3M | $1.2B | 1.9% | $135.47 | +20.06% | 18 qtrssince 2019-Q4 | Decreased 0 |
APPLE INC | 6.9M | $1.2B | 1.8% | $79.37 | +113.71% | 19 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD INDEX FDS | 2.4M | $1.1B | 1.7% | $330.52 | +41.04% | 19 qtrssince 2019-Q3 | Increased 53 |
COCA COLA CO | 16.2M | $990.2M | 1.5% | $45.34 | +25.75% | 19 qtrssince 2019-Q3 | Decreased 0 |
NVIDIA CORPORATION | 939,332 | $848.7M | 1.3% | $17.13 | +426.12% | 19 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 4.2M | $763.4M | 1.2% | $112.12 | +60.89% | 19 qtrssince 2019-Q3 | Increased 51 |
ISHARES TR | 2.2M | $731.7M | 1.1% | $44.39 | +87.87% | 19 qtrssince 2019-Q3 | Decreased 0 |
HOME DEPOT INC | 1.8M | $684.9M | 1.0% | $195.93 | +83.58% | 19 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 6.8M | $670.6M | 1.0% | $89.43 | -0.96% | 19 qtrssince 2019-Q3 | Increased 53 |
SELECT SECTOR SPDR TR | 4.1M | $600.6M | 0.9% | $105.90 | +33.77% | 19 qtrssince 2019-Q3 | Decreased 0 |
SELECT SECTOR SPDR TR | 2.8M | $586.2M | 0.9% | $53.67 | +91.13% | 19 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 3.8M | $583.4M | 0.9% | $73.61 | +104.91% | 19 qtrssince 2019-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 2.9M | $574.2M | 0.9% | $115.75 | +63.38% | 19 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 5.1M | $566.7M | 0.9% | $88.26 | +20.23% | 19 qtrssince 2019-Q3 | Increased 44 |
SPDR SERIES TRUST | 6.1M | $557.8M | 0.8% | $77.42 | +6.30% | 18 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 3.4M | $551.9M | 0.8% | $108.04 | +42.82% | 19 qtrssince 2019-Q3 | Decreased 0 |
TRUIST FINANCIAL CORP manages $66B across 2611 positions as of Q1 2024. Top holdings: IVV (5.4%), MSFT (3.0%), SPY (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 169 new positions, 185 exits, 1023 increased. Top move: IVV (INCREASED, conviction 63). Portfolio: $66.0B across 2611 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