WT
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WHITTIER TRUST CO OF NEVADA INC13F | |
| WHITTIER TRUST CO OF NEVADA INC | |
| Last update 2025-05-02 | 1418 Stocks (119 new) |
| Value $3.96 Bil | Turnover 4 % |
WHITTIER TRUST CO OF NEVADA IN... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 1,130,892 | 251,204.7 | +1.21% | 6.340 | +0.08% | 0.010 | +6.76% | -15.93% | 3,136,822.2 | Hardware | |
MSFT | Microsoft Corp | 627,578 | 235,579.9 | +1.38% | 5.950 | +0.08% | 0.010 | +39.39% | +21.87% | 3,803,232.7 | Software | |
NVDA | NVIDIA Corp | 1,265,051 | 137,106.0 | -16.40% | 3.460 | -0.82% | 0.010 | +70.47% | +28.85% | 4,219,047.4 | Semiconductors | |
SPY | SPDR S&P 500 ETF Trust | 240,050 | 134,281.4 | +0.19% | 3.390 | +0.01% | 0.020 | +19.66% | +7.80% | 643,761.2 | ||
AMZN | Amazon.com Inc | 598,372 | 113,846.0 | +2.87% | 2.870 | +0.08% | 0.010 | +29.70% | +2.05% | 2,376,789.0 | Retail - Cyclical | |
GOOG | Alphabet Inc | 663,582 | 103,671.2 | +3.13% | 2.620 | +0.08% | 0.010 | +20.58% | -2.79% | 2,233,811.7 | Interactive Media | |
IVV | iShares Core S&P 500 ETF | 159,155 | 89,427.4 | +0.31% | 2.260 | +0.01% | 0.020 | +19.34% | +7.18% | 634,780.4 | ||
JPM | JPMorgan Chase & Co | 310,881 | 76,258.8 | +1.41% | 1.930 | +0.03% | 0.010 | +25.58% | +22.90% | 797,130.5 | Banks | |
V | Visa Inc | 203,454 | 71,300.2 | -8.03% | 1.800 | -0.14% | 0.010 | +6.30% | +11.06% | 683,353.9 | Credit Services | |
BRK.B | Berkshire Hathaway Inc | 110,610 | 58,908.4 | +2.76% | 1.490 | +0.04% | 0.010 | -8.65% | +4.44% | 1,021,130.4 | Insurance |
WHITTIER TRUST CO OF NEVADA INC's Historical Top Holdings Breakdowns
WHITTIER TRUST CO OF NEVADA INC'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.82% | 106.98 ($126.74) 149.43 | $173.00 | 36.50% | Reduce -16.4% | 1,265,051 | -248,167 | |
CVX | Chevron Corp | 2025-03-31 | Add Add | +0.30% | 146.71 ($156.54) 167.97 | $151.38 | -3.30% | Add 29.21% | 316,149 | 71,479 | |
COP | ConocoPhillips | 2025-03-31 | Add Add | +0.30% | 88.6 ($99.73) 105.85 | $92.81 | -6.94% | Add 812.02% | 127,811 | 113,797 | |
EOG | EOG Resources Inc | 2025-03-31 | Reduce Reduce | -0.27% | 120.54 ($128.69) 138.05 | $118.43 | -7.97% | Reduce -86.38% | 14,182 | -89,951 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +0.21% | 576.36 ($645.17) 736.67 | $701.41 | 8.72% | Add 18.91% | 91,562 | 14,561 | |
COF | Capital One Financial Corp | 2025-03-31 | Add Add | +0.18% | 163.87 ($188.9) 209.82 | $218.00 | 15.40% | Add 5215.49% | 39,122 | 38,386 | |
INTU | Intuit Inc | 2025-03-31 | Reduce Reduce | -0.18% | 555.63 ($600.51) 630.23 | $755.37 | 25.79% | Reduce -74.03% | 4,036 | -11,503 | |
SCHW | Charles Schwab Corp | 2025-03-31 | Add Add | +0.18% | 71.24 ($78.48) 83.64 | $93.10 | 18.63% | Add 345.99% | 113,915 | 88,373 | |
TRGP | Targa Resources Corp | 2025-03-31 | Reduce Reduce | -0.16% | 178.44 ($198.49) 217.22 | $166.48 | -16.13% | Reduce -26.33% | 103,321 | -36,929 | |
NOW | ServiceNow Inc | 2025-03-31 | Add Add | +0.15% | 783.83 ($963.73) 1170.39 | $959.15 | -0.48% | Add 23.12% | 39,375 | 7,393 |
WHITTIER TRUST CO OF NEVADA INC Total Holding History ($B)
WHITTIER TRUST CO OF NEVADA INC's Asset Allocation
WHITTIER TRUST CO OF NEVADA INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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WHITTIER TRUST CO OF NEVADA INC's Hypothetical Growth since 2025-03-31
WHITTIER TRUST CO OF NEVADA INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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WHITTIER TRUST CO OF NEVADA INC's Holdings Heat Map
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WHITTIER TRUST CO OF NEVADA INC's Holdings Bubble Chart
WHITTIER TRUST CO OF NEVADA INC News
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