TRUIST FINANCIAL CORP
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,542 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 7.1M | $4B | 6.4% | $356.81 | +54.91% | 22 qtrssince 2019-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 3.2M | $1.8B | 2.9% | $308.17 | +78.75% | 22 qtrssince 2019-Q4 | Decreased 0 |
ISHARES US TREASURY BOND ETF | 69.6M | $1.6B | 2.6% | $21.66 | +0.92% | 22 qtrssince 2019-Q4 | Increased 57 |
MICROSOFT CORP | 4.2M | $1.6B | 2.5% | $171.43 | +116.44% | 22 qtrssince 2019-Q4 | Decreased 0 |
APPLE INC | 6.8M | $1.5B | 2.4% | $116.29 | +89.84% | 22 qtrssince 2019-Q4 | Decreased 0 |
COCA-COLA CO/THE | 15.6M | $1.1B | 1.8% | $46.36 | +48.54% | 22 qtrssince 2019-Q4 | Decreased 0 |
NVIDIA CORP | 9.8M | $1.1B | 1.7% | $113.76 | -3.62% | 22 qtrssince 2019-Q4 | Increased 52 |
VANGUARD S&P 500 ETF | 2M | $1B | 1.7% | $336.72 | +50.37% | 22 qtrssince 2019-Q4 | Increased 51 |
ISHARES CORE MSCI EAFE ETF | 10.9M | $823.4M | 1.3% | $62.28 | +18.22% | 22 qtrssince 2019-Q4 | Increased 60 |
AMAZON.COM INC | 4.2M | $808.1M | 1.3% | $117.57 | +63.92% | 22 qtrssince 2019-Q4 | Increased 51 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 2.1M | $773.2M | 1.2% | $45.64 | +96.89% | 22 qtrssince 2019-Q4 | Decreased 0 |
INVESCO S&P 500 EQUAL WEIGHT | 4.4M | $758.8M | 1.2% | $137.55 | +23.37% | 22 qtrssince 2019-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 2.9M | $706.7M | 1.1% | $119.58 | +99.00% | 22 qtrssince 2019-Q4 | Increased 50 |
ISHARES TR | 6.7M | $662.4M | 1.1% | $90.24 | +3.65% | 22 qtrssince 2019-Q4 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 10M | $585.3M | 0.9% | $56.47 | +1.92% | 22 qtrssince 2019-Q4 | Increased 48 |
ALPHABET INC-CL C | 3.6M | $564.3M | 0.9% | $99.47 | +56.45% | 22 qtrssince 2019-Q4 | Increased 45 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 2.7M | $557.5M | 0.9% | $54.97 | +86.87% | 22 qtrssince 2019-Q4 | Increased 45 |
VISA INC-CLASS A SHARES | 1.6M | $555.1M | 0.9% | $188.80 | +83.53% | 22 qtrssince 2019-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 923,935 | $532.5M | 0.9% | $279.13 | +106.16% | 22 qtrssince 2019-Q4 | Increased 45 |
VANGUARD VALUE ETF | 3.1M | $527M | 0.8% | $110.63 | +52.01% | 22 qtrssince 2019-Q4 | Increased 45 |
TRUIST FINANCIAL CORP manages $62.5B across 2542 positions as of Q1 2025. Top holdings: IVV (6.4%), SPY (2.9%), GOVT (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 186 new positions, 155 exits, 1102 increased. Top move: IEFA (INCREASED, conviction 60). Portfolio: $62.5B across 2542 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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