AT

Advantage Trust Co

13F
Advantage Trust Co
Last update 2025-05-07 151 Stocks (4 new)
Value $165.00 Mil Turnover 5 %
Countries:
Top Holdings: JGRO(12.17%)VUG(10.73%)VO(10.72%)VTV(9.58%)SDVY(8.34%)
Summary Stock Picks Current Portfolio
Advantage Trust Co's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFAI 		Dimensional International Core Equity Market ETF2024-12-31New Buy
+7.12%
●
29 ($30.3) 31.5
$32.81
8.30%
New holding
414,479
414,479
AVLV 		Avantis U.S. Large Cap Value ETF2024-12-31Add
+1.85%
●
65.51 ($68.08) 71.22
$64.55
-5.19%
Add 74.23%
110,446
47,054
FBCG 		Fidelity Blue Chip Growth ETF2024-12-31Add
+1.65%
●
42.15 ($45.38) 48.31
$41.95
-7.56%
Add 95.32%
124,131
60,578
VUG 		Vanguard Growth ETF2024-12-31Add
+1.13%
●
379 ($403.46) 428.11
$390.92
-3.11%
Add 10.61%
48,578
4,661
JGRO 		JPMorgan Active Growth ETF2024-12-31Add
+0.91%
●
76.05 ($80.44) 84.74
$77.31
-3.89%
Add 7.23%
282,980
19,071
VGT 		Vanguard Information Technology ETF2024-12-31Reduce
-0.73%
●
575.38 ($615.14) 647.97
$576.57
-6.27%
Reduce -10.52%
15,529
-1,826
VTV 		Vanguard Value ETF2024-12-31Add
+0.63%
●
168.32 ($175.52) 181.87
$169.66
-3.34%
Add 7.73%
88,230
6,332
KOMP 		SPDR S&P Kensho New Economies Composite ETF2024-12-31Reduce
-0.59%
●
48.59 ($51.67) 54.76
$49.11
-4.95%
Reduce -42.28%
23,955
-17,545
QMOM 		Alpha Architect U.S. Quantitative Momentum ETF2024-12-31New Buy
+0.54%
●
63.78 ($67.01) 71.85
$60.44
-9.80%
New holding
14,215
14,215
SECT 		Main Sector Rotation ETF2024-12-31New Buy
+0.54%
●
53.24 ($55.48) 57.82
$52.69
-5.02%
New holding
16,765
16,765

Advantage Trust Co Total Holding History ($B)

To

Advantage Trust Co's Asset Allocation

To

Advantage Trust Co Past Portfolios

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

Top Ranked Articles

  • 1

Advantage Trust Co's Hypothetical Growth since 2025-03-31

Advantage Trust Co's Yearly Returns

Year Portfolio % % Excess Gain %

Advantage Trust Co News

  • 1

Discussions on Advantage Trust Co

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