TC
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Trust Co of Tennessee13F | |
| Trust Co of Tennessee | |
| Last update 2025-07-24 | 7 Stocks (0 new) |
| Value $429.00 Mil | Turnover 1 % |
Trust Co of Tennessee 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSP | Invesco S&P 500 Equal Weight ETF | 717,617 | 130,415.5 | +1.80% | 30.390 | +0.54% | 0.180 | +11.87% | +7.57% | 74,989.8 | ||
VUG | Vanguard Growth ETF | 236,055 | 103,487.3 | -0.26% | 24.120 | -0.06% | 0.060 | +22.07% | +10.46% | 166,080.2 | ||
VTV | Vanguard Value ETF | 477,599 | 84,411.4 | -0.11% | 19.670 | -0.02% | 0.060 | +9.57% | +7.46% | 135,011.0 | ||
USRT | iShares Core U.S. REIT ETF | 996,933 | 56,387.4 | +0.46% | 13.140 | +0.06% | 1.910 | +4.77% | +1.72% | 3,012.8 | ||
VOO | Vanguard S&P 500 ETF | 89,104 | 50,613.0 | -0.21% | 11.790 | -0.02% | 0.010 | +16.45% | +8.96% | 664,077.8 | ||
IVV | iShares Core S&P 500 ETF | 4,029 | 2,501.6 | -0.49% | 0.580 | 0% | 0.000 | +16.45% | +8.98% | 642,461.0 | ||
SPY | SPDR S&P 500 ETF Trust | 2,140 | 1,322.2 | -1.61% | 0.310 | 0% | 0.000 | +16.39% | +8.89% | 654,583.2 |
Trust Co of Tennessee's Historical Top Holdings Breakdowns
Trust Co of Tennessee'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
RSP | Invesco S&P 500 Equal Weight ETF | 2025-06-30 | Add Add | +0.54% | 152.93 ($172.62) 181.74 | $186.83 | 8.23% | Add 1.8% | 717,617 | 12,703 | |
USRT | iShares Core U.S. REIT ETF | 2025-06-30 | Add Add | +0.06% | 50.37 ($56.08) 57.97 | $57.66 | 2.82% | Add 0.46% | 996,933 | 4,613 | |
VUG | Vanguard Growth ETF | 2025-06-30 | Reduce Reduce | -0.06% | 329.49 ($394.63) 438.4 | $452.27 | 14.61% | Reduce -0.26% | 236,055 | -605 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Reduce Reduce | -0.02% | 456.74 ($525.37) 568.03 | $583.26 | 11.02% | Reduce -0.21% | 89,104 | -191 | |
VTV | Vanguard Value ETF | 2025-06-30 | Reduce Reduce | -0.02% | 153.67 ($168.97) 176.74 | $179.89 | 6.46% | Reduce -0.11% | 477,599 | -533 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Reduce Reduce | 0% | 498.8 ($573.99) 620.9 | $637.58 | 11.08% | Reduce -0.49% | 4,029 | -20 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Reduce Reduce | 0% | 496.48 ($571.44) 617.85 | $634.42 | 11.02% | Reduce -1.61% | 2,140 | -35 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | New Buy New Buy | +30.60% | 169.43 ($177.82) 182.84 | $186.83 | 5.07% | New holding | 704,914 | 704,914 | |
USRT | iShares Core U.S. REIT ETF | 2025-03-31 | Reduce Reduce | -3.27% | 55.14 ($57.92) 60.29 | $57.66 | -0.45% | Reduce -14.73% | 992,320 | -171,414 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce Reduce | -2.10% | 369.1 ($404.54) 427.61 | $452.27 | 11.80% | Reduce -6.1% | 236,660 | -15,380 |
Trust Co of Tennessee Total Holding History ($B)
Trust Co of Tennessee's Asset Allocation
Trust Co of Tennessee Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Trust Co of Tennessee's Hypothetical Growth since 2025-06-30
Trust Co of Tennessee's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Trust Co of Tennessee's Holdings Heat Map
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Trust Co of Tennessee's Holdings Bubble Chart
Trust Co of Tennessee News
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