Bo

Bank of Jackson Hole Trust

13F
Bank of Jackson Hole Trust
Last update 2025-05-08 449 Stocks (23 new)
Value $155.00 Mil Turnover 4 %
Countries:
Top Holdings: IWF(4.91%)EFA(4.87%)AAPL(4.72%)IJH(3.88%)NVDA(3.58%)
Summary Stock Picks Current Portfolio
Bank of Jackson Hole Trust Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWF
iShares Russell 1000 Growth ETF
19,257
7,598.8
+9.23%
4.910
+0.42%
0.010
+24.91%
+8.72%
113,994.5
 
EFA
iShares MSCI EAFE ETF
92,247
7,525.5
-0.76%
4.870
-0.04%
0.010
+10.74%
+21.07%
66,015.9
 
AAPL
Apple Inc
30,167
7,295.6
+1.58%
4.720
+0.07%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
IJH
iShares Core S&P Mid-Cap ETF
96,970
6,000.5
+2.22%
3.880
+0.08%
0.010
+15.72%
+3.35%
98,717.1
 
NVDA
NVIDIA Corp
44,275
5,530.8
+2.10%
3.580
+0.07%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors
MSFT
Microsoft Corp
12,891
5,117.6
+1.30%
3.310
+0.04%
0.000
+35.37%
+20.48%
3,759,901.0
Software
IVV
iShares Core S&P 500 ETF
7,468
4,458.7
+1.77%
2.880
+0.05%
0.000
+18.50%
+8.26%
642,209.1
 
AMZN
Amazon.com Inc
16,585
3,520.7
+2.71%
2.280
+0.06%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
IWD
iShares Russell 1000 Value ETF
16,732
3,252.2
+7.08%
2.100
+0.14%
0.010
+11.51%
+7.51%
63,002.5
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
60,639
3,240.6
+3.05%
2.100
+0.06%
0.000
+16.44%
+18.79%
100,742.8
 

Bank of Jackson Hole Trust's Historical Top Holdings Breakdowns

Bank of Jackson Hole Trust's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWF
iShares Russell 1000 Growth ETF
2025-03-31
Add
Add
+0.42%
●
360.07 ($394.62) 417.26
$436.59
10.64%
Add 9.23%
19,257
1,628
HON
Honeywell International Inc
2025-03-31
Reduce
Reduce
-0.34%
●
202.75 ($214.7) 226.52
$239.27
11.44%
Reduce -34.35%
4,290
-2,245
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.22%
●
167.73 ($174.39) 179.21
$180.57
3.54%
Add 17.34%
12,905
1,907
RTX
RTX Corp
2025-03-31
Add
Add
+0.18%
●
114.1 ($126.79) 135.66
$156.49
23.42%
Add 126.33%
3,705
2,068
PNC
PNC Financial Services Group Inc
2025-03-31
Add
Add
+0.15%
●
168.84 ($188.77) 202.89
$197.76
4.76%
Add 119.43%
2,225
1,211
GS
The Goldman Sachs Group Inc
2025-03-31
Add
Add
+0.14%
●
524.81 ($601.74) 672.19
$717.52
19.24%
Add 121.68%
634
348
IWD
iShares Russell 1000 Value ETF
2025-03-31
Add
Add
+0.14%
●
182.82 ($190.45) 196.21
$199.03
4.51%
Add 7.08%
16,732
1,107
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+0.14%
●
71.17 ($72.57) 73.66
$73.03
0.63%
Add 84.72%
6,382
2,927
QCOM
Qualcomm Inc
2025-03-31
Add
Add
+0.12%
●
151.94 ($163) 175.86
$159.88
-1.91%
Add 206.89%
1,737
1,171
SBUX
Starbucks Corp
2025-03-31
Reduce
Reduce
-0.12%
●
92.17 ($103.37) 115.81
$95.92
-7.21%
Reduce -33.51%
4,041
-2,037

Bank of Jackson Hole Trust Total Holding History ($B)

To

Bank of Jackson Hole Trust's Asset Allocation

To

Bank of Jackson Hole Trust Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Bank of Jackson Hole Trust's Hypothetical Growth since 2025-03-31

Bank of Jackson Hole Trust's Yearly Returns

Year Portfolio % % Excess Gain %

Bank of Jackson Hole Trust's Holdings Heat Map

Size field:

Bank of Jackson Hole Trust's Holdings Bubble Chart

Bank of Jackson Hole Trust News

  • 1

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