TRUIST FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2024
Top Holdings2,509 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 7.3M | $4.3B | 6.7% | $356.81 | +63.53% | 21 qtrssince 2019-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 3.3M | $1.9B | 3.0% | $308.17 | +88.66% | 21 qtrssince 2019-Q4 | Decreased 0 |
APPLE INC | 7.3M | $1.8B | 2.9% | $116.29 | +113.78% | 21 qtrssince 2019-Q4 | Increased 56 |
MICROSOFT CORP | 4.2M | $1.8B | 2.8% | $171.43 | +142.54% | 21 qtrssince 2019-Q4 | Increased 55 |
ISHARES US TREASURY BOND ETF | 67M | $1.5B | 2.4% | $21.65 | +0.34% | 21 qtrssince 2019-Q4 | Increased 56 |
NVIDIA CORP | 9.5M | $1.3B | 2.0% | $113.88 | +20.69% | 21 qtrssince 2019-Q4 | Increased 51 |
VANGUARD S&P 500 ETF | 2M | $1.1B | 1.7% | $333.81 | +60.10% | 21 qtrssince 2019-Q4 | Decreased 0 |
COCA-COLA CO/THE | 15.7M | $978.5M | 1.5% | $46.36 | +29.96% | 21 qtrssince 2019-Q4 | Decreased 0 |
AMAZON.COM INC | 4.2M | $919.3M | 1.4% | $116.55 | +89.88% | 21 qtrssince 2019-Q4 | Increased 51 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 2.2M | $872.1M | 1.4% | $45.64 | +118.74% | 21 qtrssince 2019-Q4 | Increased 50 |
INVESCO S&P 500 EQUAL WEIGHT | 4.6M | $800.2M | 1.3% | $137.55 | +24.99% | 21 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 7.1M | $688.8M | 1.1% | $90.24 | +0.89% | 21 qtrssince 2019-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 2.9M | $688.2M | 1.1% | $119.17 | +95.79% | 21 qtrssince 2019-Q4 | Increased 50 |
ALPHABET INC-CL C | 3.6M | $682.1M | 1.1% | $99.00 | +93.88% | 21 qtrssince 2019-Q4 | Decreased 0 |
BROADCOM INC | 2.9M | $675.9M | 1.1% | $158.33 | +44.58% | 21 qtrssince 2019-Q4 | Increased 50 |
ISHARES CORE MSCI EAFE ETF | 8.9M | $623.9M | 1.0% | $59.72 | +13.49% | 21 qtrssince 2019-Q4 | Increased 54 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 2.7M | $617.4M | 1.0% | $54.17 | +115.09% | 21 qtrssince 2019-Q4 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 5.1M | $592.3M | 0.9% | $90.58 | +25.03% | 21 qtrssince 2019-Q4 | Increased 46 |
ISHARES CORE S&P MIDCAP ETF | 9.3M | $581.9M | 0.9% | $56.39 | +8.71% | 21 qtrssince 2019-Q4 | Increased 55 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 1.1M | $540.4M | 0.8% | $255.49 | +100.80% | 21 qtrssince 2019-Q4 | 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
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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