TRUIST FINANCIAL CORP
2,778 holdingsFiling period: 2026-03-31Current AUM: $82.37Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 6.99M | $4.57B | $5.24B | 6.37% | -17,814 | 2026-03-31 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 3.31M | $2.16B | $2.48B | 3.01% | +21.8K | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 10.10M | $1.76B | $2.03B | 2.46% | -10,108 | 2026-03-31 |
| 4 | AAPL | APPLE INC | 6.86M | $1.74B | $2.12B | 2.57% | +17.4K | 2026-03-31 |
| 5 | IEFA | ISHARES TR | 19.13M | $1.73B | $1.88B | 2.28% | +1.57M | 2026-03-31 |
| 6 | GOVT | ISHARES TR | 75.29M | $1.72B | $1.69B | 2.05% | +4.28M | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 4.27M | $1.58B | $1.98B | 2.41% | -7,478 | 2026-03-31 |
| 8 | KO | COCA COLA CO | 14.91M | $1.13B | $1.31B | 1.59% | -135,982 | 2026-03-31 |
| 9 | GOOG | ALPHABET INC | 3.75M | $1.08B | $1.34B | 1.63% | +134.3K | 2026-03-31 |
| 10 | JPM | JPMORGAN CHASE & CO | 3.11M | $914.4M | $1.09B | 1.33% | +102.1K | 2026-03-31 |
| 11 | AMZN | AMAZON COM INC | 4.26M | $886.6M | $1.16B | 1.40% | -141,023 | 2026-03-31 |
| 12 | AVGO | BROADCOM INC | 2.85M | $881.4M | $1.11B | 1.35% | -117,758 | 2026-03-31 |
| 13 | IWF | ISHARES TR | 2.04M | $871.2M | $967.0M | 1.17% | -45,901 | 2026-03-31 |
| 14 | IEMG | ISHARES INC | 11.50M | $802.3M | $892.7M | 1.08% | +4.85M | 2026-03-31 |
| 15 | AGG | ISHARES TR | 7.51M | $745.5M | $731.3M | 0.89% | -130,389 | 2026-03-31 |
| 16 | GOOGL | ALPHABET INC | 2.54M | $731.4M | $905.7M | 1.10% | -56,614 | 2026-03-31 |
| 17 | VOO | VANGUARD INDEX FDS | 1.13M | $678.0M | $779.1M | 0.95% | -914,549 | 2026-03-31 |
| 18 | IJH | ISHARES TR | 9.95M | $672.2M | $749.3M | 0.91% | +686.7K | 2026-03-31 |
| 19 | XLK | SELECT SECTOR SPDR TR | 4.72M | $627.4M | $827.8M | 1.00% | +45.7K | 2026-03-31 |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | 3.21M | $615.3M | $689.3M | 0.84% | +448.1K | 2026-03-31 |
| 21 | IJR | ISHARES TR | 4.92M | $611.3M | $715.3M | 0.87% | +273.2K | 2026-03-31 |
| 22 | QQQ | INVESCO QQQ TR | 1.00M | $578.9M | $690.1M | 0.84% | -56,965 | 2026-03-31 |
| 23 | USIG | ISHARES TR | 10.75M | $550.7M | $540.9M | 0.66% | +783.0K | 2026-03-31 |
| 24 | MBB | ISHARES TR | 5.78M | $548.8M | $537.0M | 0.65% | +1.84M | 2026-03-31 |
| 25 | META | META PLATFORMS INC | 921.7K | $527.3M | $513.1M | 0.62% | -77,225 | 2026-03-31 |
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