TRUIST FINANCIAL CORP
Institutional investor · Portfolio as of Q2 2024
Top Holdings2,639 positions
ISHARES TR | 6.9M | $3.8B | 5.7% | $339.38 | +56.73% | 20 qtrssince 2019-Q3 | Increased 62 |
MICROSOFT CORP | 4.7M | $2.1B | 3.2% | $168.55 | +160.59% | 20 qtrssince 2019-Q3 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 3.4M | $1.9B | 2.8% | $303.18 | +74.92% | 20 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 7M | $1.5B | 2.2% | $81.71 | +155.34% | 20 qtrssince 2019-Q3 | Increased 56 |
ISHARES TR | 54.3M | $1.2B | 1.9% | $21.59 | -3.05% | 19 qtrssince 2019-Q4 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 7.2M | $1.2B | 1.8% | $135.47 | +16.92% | 19 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 2.4M | $1.2B | 1.8% | $330.52 | +47.26% | 20 qtrssince 2019-Q3 | Decreased 0 |
NVIDIA CORPORATION | 9.3M | $1.1B | 1.7% | $17.13 | +619.40% | 20 qtrssince 2019-Q3 | Increased 81 |
COCA COLA CO | 16.4M | $1B | 1.6% | $45.50 | +31.39% | 20 qtrssince 2019-Q3 | Increased 51 |
AMAZON COM INC | 4.3M | $825.5M | 1.3% | $112.86 | +71.23% | 20 qtrssince 2019-Q3 | Increased 50 |
ISHARES TR | 2.2M | $794.9M | 1.2% | $44.60 | +102.45% | 20 qtrssince 2019-Q3 | Increased 50 |
ALPHABET INC | 3.8M | $695.8M | 1.1% | $73.61 | +147.12% | 20 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 6.6M | $645.3M | 1.0% | $89.43 | -0.93% | 20 qtrssince 2019-Q3 | Decreased 0 |
SELECT SECTOR SPDR TR | 2.8M | $641.9M | 1.0% | $54.13 | +106.20% | 20 qtrssince 2019-Q3 | Increased 45 |
JPMORGAN CHASE & CO | 2.9M | $582.1M | 0.9% | $116.05 | +65.51% | 20 qtrssince 2019-Q3 | Increased 44 |
HOME DEPOT INC | 1.6M | $546.5M | 0.8% | $195.93 | +65.89% | 20 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 5M | $533.8M | 0.8% | $88.26 | +16.46% | 20 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 7.1M | $516.5M | 0.8% | $57.08 | +20.77% | 20 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD INDEX FDS | 3.1M | $494.8M | 0.8% | $108.04 | +41.56% | 20 qtrssince 2019-Q3 | Decreased 0 |
ABBVIE INC | 2.9M | $493.4M | 0.8% | $67.62 | +133.92% | 20 qtrssince 2019-Q3 | Decreased 0 |
TRUIST FINANCIAL CORP manages $65.8B across 2639 positions as of Q2 2024. Top holdings: IVV (5.7%), MSFT (3.2%), SPY (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 168 new positions, 142 exits, 954 increased. Top move: NVDA (INCREASED, conviction 81). Portfolio: $65.8B across 2639 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