TRUIST FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2024
Top Holdings2,509 positions
ISHARES TR | 7.3M | $4.3B | 6.7% | $354.27 | +62.71% | 22 qtrssince 2019-Q3 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 3.3M | $1.9B | 3.0% | $303.18 | +89.58% | 22 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 7.3M | $1.8B | 2.9% | $88.54 | +180.79% | 22 qtrssince 2019-Q3 | Increased 56 |
MICROSOFT CORP | 4.2M | $1.8B | 2.8% | $168.86 | +146.23% | 22 qtrssince 2019-Q3 | Increased 55 |
ISHARES TR | 67M | $1.5B | 2.4% | $21.65 | +0.34% | 21 qtrssince 2019-Q4 | Increased 56 |
NVIDIA CORPORATION | 9.5M | $1.3B | 2.0% | $19.89 | +573.49% | 22 qtrssince 2019-Q3 | Increased 51 |
VANGUARD INDEX FDS | 2M | $1.1B | 1.7% | $330.52 | +59.65% | 22 qtrssince 2019-Q3 | Decreased 0 |
COCA COLA CO | 15.7M | $978.5M | 1.5% | $45.50 | +30.39% | 22 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 4.2M | $919.3M | 1.4% | $114.79 | +91.13% | 22 qtrssince 2019-Q3 | Increased 51 |
ISHARES TR | 2.2M | $872.1M | 1.4% | $44.87 | +122.27% | 22 qtrssince 2019-Q3 | Increased 50 |
INVESCO EXCHANGE TRADED FD T | 4.6M | $800.2M | 1.3% | $135.47 | +25.65% | 21 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 7.1M | $688.8M | 1.1% | $89.60 | +0.89% | 22 qtrssince 2019-Q3 | Increased 51 |
JPMORGAN CHASE & CO | 2.9M | $688.2M | 1.1% | $116.57 | +97.57% | 22 qtrssince 2019-Q3 | Increased 50 |
ALPHABET INC | 3.6M | $682.1M | 1.1% | $73.61 | +157.21% | 22 qtrssince 2019-Q3 | Decreased 0 |
BROADCOM INC | 2.9M | $675.9M | 1.1% | $50.30 | +354.25% | 22 qtrssince 2019-Q3 | Increased 50 |
ISHARES TR | 8.9M | $623.9M | 1.0% | $59.08 | +12.80% | 22 qtrssince 2019-Q3 | Increased 54 |
SELECT SECTOR SPDR TR | 2.7M | $617.4M | 1.0% | $54.13 | +112.67% | 22 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 5.1M | $592.3M | 0.9% | $88.96 | +26.53% | 22 qtrssince 2019-Q3 | Increased 46 |
ISHARES TR | 9.3M | $581.9M | 0.9% | $43.12 | +41.38% | 22 qtrssince 2019-Q3 | Increased 55 |
INVESCO QQQ TR | 1.1M | $540.4M | 0.8% | $254.36 | +99.29% | 22 qtrssince 2019-Q3 | Increased 44 |
TRUIST FINANCIAL CORP manages $63.9B across 2509 positions as of Q4 2024. Top holdings: IVV (6.7%), SPY (3.0%), AAPL (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 168 new positions, 163 exits, 1079 increased. Top move: AAPL (INCREASED, conviction 56). Portfolio: $63.9B across 2509 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