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SENTINEL TRUST CO LBA13F | |
| SENTINEL TRUST CO LBA | |
| Last update 2025-05-01 | 134 Stocks (9 new) |
| Value $848.00 Mil | Turnover 3 % |
SENTINEL TRUST CO LBA Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 1,817,069 | 221,700.0 | +0.62% | 26.150 | +0.16% | 0.350 | +20.01% | +7.44% | 72,171.6 | ||
IWV | iShares Russell 3000 ETF | 252,872 | 80,320.0 | -17.64% | 9.470 | -2.08% | 0.550 | +19.75% | +7.38% | 16,104.0 | ||
VXUS | Vanguard Total International Stock | 1,285,191 | 79,810.0 | -0.93% | 9.410 | -0.08% | 0.100 | +13.52% | +18.48% | 92,038.5 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 504,317 | 30,590.0 | +9.28% | 3.610 | +0.31% | 0.080 | +13.13% | +18.20% | 44,208.3 | ||
PLTR | Palantir Technologies Inc | 345,441 | 29,160.0 | -1.87% | 3.440 | -0.06% | 0.010 | +63.70% | +102.99% | 362,293.8 | Software | |
ACWI | iShares MSCI ACWI Index Fund | 235,278 | 27,380.0 | +21.13% | 3.230 | +0.56% | 0.140 | +17.38% | +11.29% | 22,448.5 | ||
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 456,200 | 25,130.0 | -1.17% | 2.960 | -0.03% | 0.180 | +18.54% | +16.23% | 13,728.0 | ||
VTI | Vanguard Total Stock Market ETF | 89,472 | 24,590.0 | +164.55% | 2.900 | +1.80% | 0.010 | +19.82% | +7.35% | 476,615.2 | ||
AAPL | Apple Inc | 97,875 | 21,740.0 | -2.07% | 2.560 | -0.06% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
SPY | SPDR S&P 500 ETF Trust | 34,754 | 19,440.0 | -1.51% | 2.290 | -0.04% | 0.000 | +19.57% | +7.72% | 643,289.7 |
SENTINEL TRUST CO LBA's Historical Top Holdings Breakdowns
SENTINEL TRUST CO LBA's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IWV | iShares Russell 3000 ETF | 2025-03-31 | Reduce Reduce | -2.08% | 313.1 ($335.28) 349.83 | $357.07 | 6.50% | Reduce -17.64% | 252,872 | -54,154 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +1.80% | 271.18 ($290.53) 303.12 | $309.09 | 6.39% | Add 164.55% | 89,472 | 55,652 | |
ACWI | iShares MSCI ACWI Index Fund | 2025-03-31 | Add Add | +0.56% | 115.16 ($119.81) 124.13 | $129.76 | 8.30% | Add 21.13% | 235,278 | 41,035 | |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 2025-03-31 | Reduce Reduce | -0.49% | 96.85 ($105.21) 111.39 | $107.37 | 2.05% | Reduce -31.72% | 86,100 | -40,000 | |
PWR | Quanta Services Inc | 2025-03-31 | Reduce Reduce | -0.45% | 236.71 ($288.97) 358.03 | $403.31 | 39.57% | Reduce -35.61% | 22,560 | -12,474 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-03-31 | Add Add | +0.31% | 56.51 ($60.25) 62.98 | $67.17 | 11.49% | Add 9.28% | 504,317 | 42,815 | |
HIMU | iShares High Yield Muni Active ETF | 2025-03-31 | New Buy New Buy | +0.21% | 49.18 ($50.01) 50.72 | $46.89 | -6.24% | New holding | 35,911 | 35,911 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.18% | 57.21 ($62.1) 65.8 | $63.46 | 2.19% | Reduce -42.66% | 33,600 | -24,995 | |
SPTM |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
| 2025-03-31 | Reduce Reduce | -0.16% | 67.03 ($71.58) 74.61 | $76.08 | 6.29% | Reduce -48.06% | 21,263 | -19,674 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-03-31 | Add Add | +0.16% | 120.29 ($128.89) 134.6 | $137.38 | 6.59% | Add 0.62% | 1,817,069 | 11,208 |
SENTINEL TRUST CO LBA Total Holding History ($B)
SENTINEL TRUST CO LBA's Asset Allocation
SENTINEL TRUST CO LBA Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SENTINEL TRUST CO LBA's Hypothetical Growth since 2025-03-31
SENTINEL TRUST CO LBA's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SENTINEL TRUST CO LBA's Holdings Heat Map
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SENTINEL TRUST CO LBA's Holdings Bubble Chart
SENTINEL TRUST CO LBA News
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