TF
| |
TRUIST FINANCIAL CORP13F | |
| TRUIST FINANCIAL CORP | |
| Last update 2025-07-18 | 2523 Stocks (153 new) |
| Value $68.28 Bil | Turnover 5 % |
TRUIST FINANCIAL CORP Top Holdings of 2025-06-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 6,942,139 | 4,310,374.2 | -2.52% | 6.310 | -0.16% | 0.690 | +16.53% | +9.06% | 642,904.4 | ||
MSFT | Microsoft Corp | 4,211,244 | 2,094,714.8 | +0.89% | 3.070 | +0.03% | 0.060 | +32.60% | +22.09% | 3,810,182.1 | Software | |
SPY | SPDR S&P 500 ETF Trust | 3,216,626 | 1,987,392.5 | -0.59% | 2.910 | -0.02% | 0.310 | +16.47% | +8.97% | 655,016.6 | ||
GOVT | iShares U.S. Treasury Bond ETF | 69,120,041 | 1,588,378.5 | -0.65% | 2.330 | -0.02% | 5.750 | +0.41% | +0.76% | 27,455.9 | ||
NVDA | NVIDIA Corp | 10,052,035 | 1,588,121.0 | +2.68% | 2.330 | +0.06% | 0.040 | +62.55% | +28.84% | 4,218,905.9 | Semiconductors | |
AAPL | Apple Inc | 6,836,934 | 1,402,733.8 | -0.06% | 2.050 | 0% | 0.050 | +3.20% | -14.04% | 3,207,468.6 | Hardware | |
IEFA | iShares Core MSCI EAFE ETF | 15,245,913 | 1,272,728.9 | +40.08% | 1.860 | +0.53% | 0.890 | +11.31% | +23.17% | 146,698.8 | ||
VOO | Vanguard S&P 500 ETF | 2,032,668 | 1,154,616.7 | -0.40% | 1.690 | -0.01% | 0.180 | +16.51% | +9.02% | 664,430.8 | ||
KO | Coca-Cola Co | 15,402,656 | 1,089,737.9 | -1.02% | 1.600 | -0.02% | 0.360 | -3.61% | +13.10% | 298,737.6 | Beverages - Non-Alcoholic | |
AMZN | Amazon.com Inc | 4,387,901 | 962,661.5 | +3.31% | 1.410 | +0.05% | 0.040 | +24.43% | +5.80% | 2,464,214.6 | Retail - Cyclical |
TRUIST FINANCIAL CORP's Historical Top Holdings Breakdowns
TRUIST FINANCIAL CORP'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
IEFA | iShares Core MSCI EAFE ETF | 2025-06-30 | Add Add | +0.53% | 67.83 ($79.31) 84.09 | $85.03 | 7.22% | Add 40.08% | 15,245,913 | 4,362,206 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-06-30 | Reduce Reduce | -0.30% | 152.93 ($172.62) 181.74 | $187.00 | 8.33% | Reduce -24.79% | 3,294,369 | -1,085,983 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-06-30 | Add Add | +0.25% | 71.83 ($85.64) 95.32 | $98.10 | 14.55% | Add 662.06% | 2,059,594 | 1,789,329 | |
XLC |
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
| 2025-06-30 | Add Add | +0.19% | 86.13 ($98.47) 108.53 | $108.92 | 10.62% | Add 46.25% | 3,734,466 | 1,180,950 | |
XLF | Financial Select Sector SPDR | 2025-06-30 | Reduce Reduce | -0.17% | 43.92 ($49.5) 52.37 | $53.35 | 7.77% | Reduce -20.5% | 8,120,889 | -2,094,421 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Reduce Reduce | -0.16% | 498.8 ($573.99) 620.9 | $638.02 | 11.16% | Reduce -2.52% | 6,942,139 | -179,546 | |
UNH | UnitedHealth Group Inc | 2025-06-30 | Reduce Reduce | -0.16% | 274.35 ($384.44) 599.47 | $281.55 | -26.76% | Reduce -32.38% | 395,178 | -189,257 | |
BND | Vanguard Total Bond Market ETF | 2025-06-30 | Add Add | +0.13% | 71.88 ($72.74) 73.82 | $73.01 | 0.37% | Add 85.9% | 2,704,304 | 1,249,619 | |
FANG | Diamondback Energy Inc | 2025-06-30 | Reduce Reduce | -0.12% | 119.25 ($138.89) 161.49 | $144.46 | 4.01% | Reduce -68.78% | 218,184 | -480,567 | |
VPL | Vanguard FTSE Pacific ETF | 2025-06-30 | Reduce Reduce | -0.12% | 65.04 ($76.26) 82.18 | $84.33 | 10.58% | Reduce -52.46% | 962,060 | -1,061,810 |
TRUIST FINANCIAL CORP Total Holding History ($B)
TRUIST FINANCIAL CORP's Asset Allocation
TRUIST FINANCIAL CORP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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TRUIST FINANCIAL CORP's Hypothetical Growth since 2025-06-30
TRUIST FINANCIAL CORP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
TRUIST FINANCIAL CORP's Holdings Heat Map
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TRUIST FINANCIAL CORP's Holdings Bubble Chart
TRUIST FINANCIAL CORP News
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