TRUIST FINANCIAL CORP
Institutional investor · Portfolio as of Q3 2023
Top Holdings2,573 positions
ISHARES TR | 6.2M | $2.7B | 4.5% | $325.30 | +27.01% | 17 qtrssince 2019-Q3 | Increased 59 |
MICROSOFT CORP | 5.5M | $1.7B | 2.9% | $168.55 | +83.05% | 17 qtrssince 2019-Q3 | Increased 62 |
STATE STR SPDR S&P 500 ETF T | 3.5M | $1.5B | 2.5% | $300.59 | +37.15% | 17 qtrssince 2019-Q3 | Increased 56 |
APPLE INC | 8.4M | $1.4B | 2.4% | $79.37 | +112.82% | 17 qtrssince 2019-Q3 | Increased 61 |
ISHARES TR | 56.1M | $1.2B | 2.1% | $21.62 | -7.55% | 16 qtrssince 2019-Q4 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 7.8M | $1.1B | 1.9% | $135.47 | -0.36% | 16 qtrssince 2019-Q4 | Increased 51 |
COCA COLA CO | 18.4M | $1B | 1.7% | $45.34 | +13.25% | 17 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD INDEX FDS | 2.2M | $872.1M | 1.5% | $321.48 | +17.59% | 17 qtrssince 2019-Q3 | Increased 51 |
VANGUARD INDEX FDS | 4.6M | $638.1M | 1.1% | $108.04 | +19.36% | 17 qtrssince 2019-Q3 | Increased 51 |
HOME DEPOT INC | 2.1M | $634M | 1.1% | $195.93 | +42.79% | 17 qtrssince 2019-Q3 | Increased 52 |
AMAZON COM INC | 4.9M | $628.9M | 1.1% | $110.81 | +14.72% | 17 qtrssince 2019-Q3 | Increased 61 |
ALPHABET INC | 4.5M | $597.3M | 1.0% | $73.61 | +77.44% | 17 qtrssince 2019-Q3 | Increased 49 |
ISHARES TR | 2.2M | $579.3M | 1.0% | $43.73 | +50.01% | 17 qtrssince 2019-Q3 | Increased 44 |
ISHARES TR | 8.2M | $526.7M | 0.9% | $57.08 | +3.67% | 17 qtrssince 2019-Q3 | Increased 44 |
ISHARES TR | 5.5M | $521.2M | 0.9% | $89.53 | -6.65% | 17 qtrssince 2019-Q3 | Decreased 0 |
NVIDIA CORPORATION | 1.2M | $518.2M | 0.9% | $17.13 | +153.25% | 17 qtrssince 2019-Q3 | Increased 55 |
SELECT SECTOR SPDR TR | 3.1M | $516M | 0.9% | $53.67 | +49.86% | 17 qtrssince 2019-Q3 | Increased 44 |
SELECT SECTOR SPDR TR | 4M | $509.3M | 0.9% | $105.03 | +16.60% | 17 qtrssince 2019-Q3 | Increased 44 |
SPDR SERIES TRUST | 5.3M | $490.7M | 0.8% | $76.86 | +4.31% | 16 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 5.2M | $490.2M | 0.8% | $88.16 | +2.16% | 17 qtrssince 2019-Q3 | Decreased 0 |
TRUIST FINANCIAL CORP manages $59.8B across 2573 positions as of Q3 2023. Top holdings: IVV (4.5%), MSFT (2.9%), SPY (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 167 new positions, 152 exits, 1091 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $59.8B across 2573 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