$1.31 Billion is the total value of EQUITABLE TRUST CO's 623 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 8.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INFL | Sell | Horizon Kinetics Inflation Beneficiaries ETF | $62,182,162 | -12.0% | 2,034,091 | -11.2% | 4.76% | -14.6% |
| GUNR | Sell | Flexshares Global Upstream Ntrl Resources ETF | $43,720,697 | -9.5% | 1,091,108 | -4.5% | 3.34% | -12.1% |
| MSFT | Sell | Microsoft Corp | $41,429,075 | +12.2% | 121,657 | -5.0% | 3.17% | +9.0% |
| GOOGL | Sell | Alphabet Inc Cl A | $41,187,813 | +7.2% | 344,092 | -7.1% | 3.15% | +4.1% |
| SPGI | Sell | S&P Global Inc | $24,345,248 | +15.4% | 60,728 | -0.8% | 1.86% | +12.0% |
| AXP | Sell | American Express | $21,233,586 | +5.4% | 121,892 | -0.2% | 1.62% | +2.4% |
| GOOG | Sell | Alphabet Inc Cl C | $20,999,787 | +13.4% | 173,595 | -2.5% | 1.61% | +10.1% |
| ADI | Sell | Analog Devices Inc | $19,682,044 | -28.8% | 101,032 | -27.9% | 1.50% | -30.9% |
| V | Sell | Visa Inc Cl A | $16,867,730 | +2.8% | 71,028 | -2.4% | 1.29% | -0.2% |
| SHOP | Sell | Shopify Inc Class A | $16,584,629 | +30.4% | 256,728 | -3.2% | 1.27% | +26.5% |
| Sell | General Electric Co | $16,457,617 | +12.9% | 149,819 | -1.7% | 1.26% | +9.7% | |
| AMZN | Sell | Amazon.com Inc | $15,689,217 | +21.0% | 120,353 | -4.2% | 1.20% | +17.5% |
| MA | Sell | Mastercard Inc Cl A | $15,306,056 | +6.8% | 38,917 | -1.4% | 1.17% | +3.7% |
| SYY | Sell | Sysco Corp | $13,193,205 | -5.0% | 177,806 | -1.2% | 1.01% | -7.8% |
| LKQ | Sell | LKQ Corp | $13,049,159 | +1.1% | 223,943 | -1.5% | 1.00% | -1.8% |
| XOM | Sell | Exxon Mobil Corp | $11,518,757 | -5.5% | 107,401 | -3.3% | 0.88% | -8.2% |
| Sell | Perimeter Solutions SA | $10,519,747 | -34.9% | 1,710,528 | -14.5% | 0.80% | -36.7% | |
| BAC | Sell | Bank of America Corp | $8,110,319 | -0.0% | 282,688 | -0.4% | 0.62% | -3.0% |
| HD | Sell | Home Depot Inc | $7,518,109 | +2.6% | 24,202 | -2.6% | 0.58% | -0.3% |
| KO | Sell | Coca Cola Co | $7,438,374 | -3.0% | 123,520 | -0.1% | 0.57% | -5.8% |
| JPM | Sell | JP Morgan Chase & Co | $6,798,302 | +11.6% | 46,743 | -0.0% | 0.52% | +8.3% |
| KKR | Sell | KKR & Co Class A | $6,731,144 | +5.5% | 120,199 | -1.1% | 0.52% | +2.4% |
| NVO | Sell | Novo-Nordisk ADR | $6,282,241 | +0.8% | 38,820 | -0.9% | 0.48% | -2.2% |
| TDG | Sell | TransDigm Group Inc | $5,862,179 | +16.1% | 6,556 | -4.3% | 0.45% | +12.6% |
| ACN | Sell | Accenture PLC Cl A | $5,858,083 | +4.7% | 18,984 | -3.0% | 0.45% | +1.8% |
| PG | Sell | Procter & Gamble Co | $5,573,107 | +0.2% | 36,728 | -1.8% | 0.43% | -2.7% |
| NVDA | Sell | NVIDIA Corp | $5,393,082 | +35.7% | 12,749 | -10.9% | 0.41% | +31.6% |
| MCD | Sell | McDonalds Corp | $5,235,604 | +5.5% | 17,545 | -1.2% | 0.40% | +2.3% |
| PEP | Sell | Pepsico Inc | $5,165,415 | +1.4% | 27,888 | -0.2% | 0.40% | -1.5% |
| AON | Sell | Aon PLC Cl A | $5,028,874 | +8.2% | 14,568 | -1.2% | 0.38% | +5.2% |
| UNP | Sell | Union Pacific Corp | $4,944,233 | +1.6% | 24,163 | -0.1% | 0.38% | -1.3% |
| VMC | Sell | Vulcan Materials Company | $4,844,931 | +30.8% | 21,491 | -0.4% | 0.37% | +27.1% |
| ZTS | Sell | Zoetis Inc | $4,728,714 | +2.1% | 27,459 | -1.3% | 0.36% | -0.8% |
| CVX | Sell | Chevron Corp | $4,689,502 | -4.4% | 29,803 | -0.9% | 0.36% | -7.0% |
| ASML | Sell | ASML Holding NV NY | $4,563,027 | +4.8% | 6,296 | -1.6% | 0.35% | +1.7% |
| AMP | Sell | Ameriprise Finl Inc | $4,481,503 | +7.9% | 13,492 | -0.4% | 0.34% | +4.9% |
| ADYEY | Sell | Adyen NV ADR | $4,341,590 | +8.0% | 250,943 | -1.0% | 0.33% | +4.7% |
| NSRGY | Sell | Nestle SA ADR | $4,252,885 | -2.2% | 35,361 | -0.8% | 0.32% | -5.0% |
| ICLR | Sell | ICON PLC ADR | $4,178,841 | +13.8% | 16,702 | -2.9% | 0.32% | +10.7% |
| LVMUY | Sell | LVMH Moet Hennessy Louis Vuitton SA | $4,156,871 | +1.6% | 22,075 | -1.0% | 0.32% | -1.2% |
| LLY | Sell | Eli Lilly & Co | $4,091,850 | +33.3% | 8,725 | -2.4% | 0.31% | +29.3% |
| UNH | Sell | Unitedhealth Group Inc | $3,985,948 | -5.7% | 8,293 | -7.2% | 0.30% | -8.4% |
| CAT | Sell | Caterpillar Inc | $3,813,283 | +1.2% | 15,498 | -5.9% | 0.29% | -1.7% |
| SBGSY | Sell | Schneider Electric SE | $3,741,052 | +7.7% | 102,998 | -1.0% | 0.29% | +4.4% |
| ADBE | Sell | Adobe Inc | $3,690,407 | +15.7% | 7,547 | -8.8% | 0.28% | +12.4% |
| NOW | Sell | ServiceNow Inc | $3,683,151 | +16.7% | 6,554 | -3.5% | 0.28% | +13.3% |
| DSDVY | Sell | DSV A/S ADR | $3,590,243 | +7.5% | 34,198 | -1.0% | 0.28% | +4.6% |
| AZN | Sell | Astrazeneca PLC ADR | $3,407,448 | +2.1% | 47,610 | -1.0% | 0.26% | -0.8% |
| CG | Sell | Carlyle Group Inc | $3,340,788 | -15.9% | 104,563 | -18.2% | 0.26% | -18.2% |
| ABBV | Sell | AbbVie Inc | $3,348,984 | -17.1% | 24,857 | -1.9% | 0.26% | -19.5% |
| Sell | Atlassian Corporation Class A | $3,171,274 | -3.7% | 18,898 | -1.8% | 0.24% | -6.2% | |
| EXPGY | Sell | Experian PLC ADR | $3,121,978 | +14.5% | 81,367 | -1.9% | 0.24% | +11.2% |
| AVGO | Sell | Broadcom Inc | $3,037,739 | +29.8% | 3,502 | -4.0% | 0.23% | +26.1% |
| CSLLY | Sell | CSL Ltd Sponsored ADR | $2,902,513 | -6.9% | 31,440 | -2.6% | 0.22% | -9.8% |
| ABT | Sell | Abbott Laboratories | $2,886,305 | +1.9% | 26,475 | -5.3% | 0.22% | -0.9% |
| ASMIY | Sell | ASM Intl NV | $2,849,316 | +3.9% | 6,725 | -0.9% | 0.22% | +0.9% |
| CBRE | Sell | CBRE Group Inc Cl A | $2,840,508 | +9.3% | 35,194 | -1.4% | 0.22% | +5.9% |
| SXYAY | Sell | Sika AG ADR | $2,841,609 | +1.2% | 99,423 | -1.0% | 0.22% | -1.8% |
| IBN | Sell | ICICI Bank Ltd - Spon ADR | $2,824,230 | +5.8% | 122,367 | -1.1% | 0.22% | +2.9% |
| NEE | Sell | NextEra Energy Inc | $2,816,335 | -4.1% | 37,956 | -0.4% | 0.22% | -6.9% |
| KMB | Sell | Kimberly Clark Corp | $2,688,305 | -5.6% | 19,472 | -8.3% | 0.21% | -8.0% |
| ADP | Sell | Automatic Data Processing Inc | $2,637,480 | -5.8% | 12,000 | -4.5% | 0.20% | -8.2% |
| ULTA | Sell | Ulta Beauty Inc | $2,624,980 | -29.7% | 5,578 | -18.4% | 0.20% | -31.6% |
| DHR | Sell | Danaher Corp | $2,550,480 | -51.4% | 10,627 | -49.0% | 0.20% | -52.9% |
| GS | Sell | Goldman Sachs Group Inc | $2,311,967 | -2.5% | 7,168 | -1.1% | 0.18% | -5.3% |
| KHC | Sell | Kraft Heinz Co | $2,259,434 | -8.8% | 63,646 | -0.7% | 0.17% | -11.3% |
| ESGV | Sell | Vanguard ESG US Stock ETF | $2,253,503 | +1.2% | 28,762 | -7.3% | 0.17% | -1.7% |
| MTDR | Sell | Matador Resources Co | $2,146,428 | +3.2% | 41,025 | -6.0% | 0.16% | 0.0% |
| ATLKY | Sell | Atlas Copco AB ADR A | $2,113,178 | +12.3% | 146,879 | -1.0% | 0.16% | +9.5% |
| MTD | Sell | Mettler-Toledo Intl Inc | $2,113,052 | -15.2% | 1,611 | -1.0% | 0.16% | -17.3% |
| RMD | Sell | Resmed Inc | $2,083,398 | -3.5% | 9,535 | -3.2% | 0.16% | -6.5% |
| TMO | Sell | Thermo Fisher Scientific Inc | $1,924,215 | -37.7% | 3,688 | -31.1% | 0.15% | -39.5% |
| MDT | Sell | Medtronic PLC | $1,816,446 | -1.2% | 20,618 | -9.6% | 0.14% | -4.1% |
| PYPL | Sell | Paypal Holdings Inc | $1,815,657 | -16.9% | 27,209 | -5.5% | 0.14% | -19.2% |
| VRSN | Sell | Verisign Inc | $1,687,092 | +4.6% | 7,466 | -2.1% | 0.13% | +1.6% |
| MRNA | Sell | Moderna Inc | $1,638,185 | -83.4% | 13,483 | -79.0% | 0.12% | -83.9% |
| PFE | Sell | Pfizer Inc | $1,558,606 | -24.8% | 42,492 | -16.3% | 0.12% | -27.0% |
| CAG | Sell | Conagra Inc | $1,544,444 | -10.4% | 45,802 | -0.2% | 0.12% | -13.2% |
| TFC | Sell | Truist Finl Corp | $1,543,146 | -12.1% | 50,845 | -1.3% | 0.12% | -14.5% |
| VZ | Sell | Verizon Communications | $1,500,393 | -8.5% | 40,344 | -4.3% | 0.12% | -10.9% |
| PSX | Sell | Phillips 66 | $1,489,263 | -12.0% | 15,614 | -6.4% | 0.11% | -14.3% |
| RF | Sell | Regions Financial Corp | $1,490,126 | -14.0% | 83,621 | -10.5% | 0.11% | -16.8% |
| MPC | Sell | Marathon Petroleum Corp | $1,454,119 | -13.8% | 12,471 | -0.3% | 0.11% | -16.5% |
| NKE | Sell | Nike Inc Cl B | $1,439,666 | -17.0% | 13,044 | -7.8% | 0.11% | -19.7% |
| SHW | Sell | Sherwin-Williams Co | $1,413,097 | +16.2% | 5,322 | -1.7% | 0.11% | +12.5% |
| ADSK | Sell | Autodesk Inc | $1,374,570 | -14.1% | 6,718 | -12.6% | 0.10% | -16.7% |
| EPAM | Sell | EPAM Systems Inc | $1,355,467 | -25.6% | 6,031 | -1.1% | 0.10% | -27.8% |
| SO | Sell | Southern Co | $1,315,853 | -0.8% | 18,731 | -1.7% | 0.10% | -2.9% |
| CME | Sell | CME Group Inc | $1,274,239 | -3.5% | 6,877 | -0.2% | 0.10% | -6.7% |
| MCO | Sell | Moody's Corp | $1,225,713 | -0.7% | 3,525 | -12.6% | 0.09% | -3.1% |
| ARKG | Sell | ARK Genomic Revolution ETF | $1,163,185 | -1.4% | 34,121 | -13.0% | 0.09% | -4.3% |
| FB | Sell | Meta Platforms Cl A | $1,155,381 | +28.2% | 4,026 | -5.3% | 0.09% | +23.9% |
| AZO | Sell | Autozone | $1,109,546 | +1.2% | 445 | -0.2% | 0.08% | -1.2% |
| SYK | Sell | Stryker Corp | $1,080,628 | +3.9% | 3,542 | -2.7% | 0.08% | +1.2% |
| Sell | Perion Network Ltd | $1,014,533 | -23.9% | 33,079 | -1.8% | 0.08% | -25.7% | |
| GIS | Sell | General Mills Inc | $971,636 | -23.6% | 12,668 | -14.9% | 0.07% | -26.0% |
| IT | Sell | Gartner Group Cl A | $965,804 | -40.2% | 2,757 | -44.4% | 0.07% | -41.7% |
| FDX | Sell | Fedex Corp | $960,365 | -3.5% | 3,874 | -11.0% | 0.07% | -6.4% |
| NFLX | Sell | Netflix Inc | $945,732 | -9.6% | 2,147 | -29.1% | 0.07% | -12.2% |
| HROW | Sell | Harrow Health Inc | $936,102 | -21.0% | 49,165 | -12.2% | 0.07% | -22.6% |
| PM | Sell | Philip Morris International | $925,145 | +0.3% | 9,477 | -0.1% | 0.07% | -2.7% |
| EIX | Sell | Edison Intl | $925,560 | -2.0% | 13,327 | -0.4% | 0.07% | -4.1% |
| K | Sell | Kellogg Co | $911,046 | +0.2% | 13,517 | -0.4% | 0.07% | -2.8% |
| PRU | Sell | Prudential Financial Inc | $913,518 | +6.4% | 10,355 | -0.3% | 0.07% | +2.9% |
| YETI | Sell | YETI Holdings Inc | $906,293 | -9.5% | 23,334 | -6.8% | 0.07% | -12.7% |
| INTC | Sell | Intel Corp | $861,749 | -8.7% | 25,770 | -10.8% | 0.07% | -10.8% |
| ASUR | Sell | Asure Software Inc | $817,334 | -37.0% | 67,215 | -24.9% | 0.06% | -38.2% |
| ED | Sell | Consolidated Edison Inc | $828,787 | -5.9% | 9,168 | -0.4% | 0.06% | -8.7% |
| BEN | Sell | Franklin Resources Inc | $812,305 | -1.2% | 30,412 | -0.4% | 0.06% | -4.6% |
| LNTH | Sell | Lantheus Hldgs Inc | $798,079 | -32.7% | 9,510 | -33.8% | 0.06% | -34.4% |
| Sell | Constellation Software Inc | $803,899 | +0.3% | 386 | -9.6% | 0.06% | -3.2% | |
| WBA | Sell | Walgreens Boots Alliance Inc | $754,871 | -44.1% | 26,496 | -32.1% | 0.06% | -45.3% |
| ETR | Sell | Entergy Corp | $745,952 | -10.0% | 7,661 | -0.4% | 0.06% | -12.3% |
| FE | Sell | Firstenergy Corp | $743,774 | -3.3% | 19,130 | -0.4% | 0.06% | -6.6% |
| TYL | Sell | Tyler Technologies Inc | $721,326 | +15.3% | 1,732 | -1.8% | 0.06% | +12.2% |
| ABNB | Sell | Airbnb Inc Class A | $700,907 | -11.3% | 5,469 | -13.9% | 0.05% | -12.9% |
| PNFP | Sell | Pinnacle Financial Partners Inc | $676,854 | -5.0% | 11,948 | -7.5% | 0.05% | -7.1% |
| MMM | Sell | 3M Co | $685,016 | -7.5% | 6,844 | -2.8% | 0.05% | -10.3% |
| WING | Sell | Wingstop Inc | $637,510 | +5.2% | 3,185 | -3.5% | 0.05% | +2.1% |
| MRVL | Sell | Marvell Technology Inc | $645,325 | +32.3% | 10,795 | -4.2% | 0.05% | +28.9% |
| WSO | Sell | Watsco Inc | $628,281 | +14.5% | 1,647 | -4.5% | 0.05% | +11.6% |
| USB | Sell | US Bancorp | $618,674 | -25.5% | 18,725 | -18.7% | 0.05% | -27.7% |
| PSA | Sell | Public Storage Inc | $617,910 | -52.2% | 2,117 | -50.5% | 0.05% | -53.9% |
| ALGN | Sell | Align Technology Inc | $599,420 | -5.6% | 1,695 | -10.8% | 0.05% | -8.0% |
| ESGR | Sell | Enstar Group Ltd | $532,932 | +3.6% | 2,182 | -1.7% | 0.04% | 0.0% |
| PXD | Sell | Pioneer Natural Resources Co | $528,309 | +1.1% | 2,550 | -0.3% | 0.04% | -2.4% |
| TSM | Sell | Taiwan Semiconductor Mfg Co Ltd ADR | $477,654 | +7.6% | 4,733 | -0.8% | 0.04% | +5.7% |
| CAH | Sell | Cardinal Health Inc | $465,379 | -4.7% | 4,921 | -23.9% | 0.04% | -5.3% |
| KMX | Sell | Carmax Inc | $440,429 | +25.7% | 5,262 | -3.5% | 0.03% | +21.4% |
| XLI | Sell | SPDR Industrial Sector ETF | $420,265 | -5.9% | 3,916 | -11.2% | 0.03% | -8.6% |
| DOCS | Sell | Doximity Inc | $406,539 | -8.8% | 11,950 | -13.2% | 0.03% | -11.4% |
| MSOS | Sell | AdvisorShares Pure US Cannabis ETF | $404,376 | -18.3% | 72,992 | -16.1% | 0.03% | -20.5% |
| ALRM | Sell | Alarm.com Holdings Inc | $399,280 | -10.4% | 7,726 | -12.8% | 0.03% | -11.4% |
| IMAX | Sell | IMAX Corp | $387,372 | -25.0% | 22,800 | -15.4% | 0.03% | -26.8% |
| EEFT | Sell | Euronet Worldwide Ind | $387,556 | -8.9% | 3,302 | -13.1% | 0.03% | -9.1% |
| FRFHF | Sell | Fairfax Financial Holdings | $381,190 | +4.4% | 509 | -7.3% | 0.03% | 0.0% |
| Sell | Aspen Technology Inc | $380,642 | -36.4% | 2,271 | -13.1% | 0.03% | -38.3% | |
| EOG | Sell | EOG Resources | $373,532 | -87.4% | 3,264 | -87.3% | 0.03% | -87.6% |
| WFC | Sell | Wells Fargo & Co | $351,768 | -36.9% | 8,242 | -44.7% | 0.03% | -38.6% |
| CRL | Sell | Charles River Lab Intl | $358,687 | -8.2% | 1,706 | -11.8% | 0.03% | -12.9% |
| SMBK | Sell | SmartFinancial Inc | $331,792 | -31.0% | 15,425 | -25.8% | 0.02% | -34.2% |
| LECO | Sell | Lincoln Electric Holdings | $324,363 | -26.4% | 1,633 | -37.3% | 0.02% | -28.6% |
| MO | Sell | Altria Group Inc | $322,989 | -2.6% | 7,130 | -4.0% | 0.02% | -3.8% |
| LMT | Sell | Lockheed Martin Corp | $324,108 | -24.4% | 704 | -22.4% | 0.02% | -26.5% |
| RVLV | Sell | Revolve Group Inc | $330,149 | -48.4% | 20,131 | -17.3% | 0.02% | -50.0% |
| ILMN | Sell | Illumina Inc | $314,796 | -34.3% | 1,679 | -18.5% | 0.02% | -36.8% |
| MAA | Sell | Mid-America Apartment Communities, Inc. | $300,379 | -12.5% | 1,978 | -13.0% | 0.02% | -14.8% |
| DAVA | Sell | Endava Ltd Cl A | $293,287 | -31.8% | 5,663 | -11.5% | 0.02% | -35.3% |
| LULU | Sell | Lululemon Athletica Inc | $292,581 | +2.9% | 773 | -1.0% | 0.02% | 0.0% |
| FCNCA | Sell | First Citizens Bcshs CL A | $261,824 | +6.3% | 204 | -19.4% | 0.02% | +5.3% |
| D | Sell | Dominion Energy | $244,087 | -17.9% | 4,713 | -11.3% | 0.02% | -17.4% |
| Sell | Warby Parker, Inc. | $233,590 | -3.7% | 19,982 | -12.8% | 0.02% | -5.3% | |
| SCHW | Sell | Charles Schwab Corp | $233,125 | -22.3% | 4,113 | -28.2% | 0.02% | -25.0% |
| ALC | Sell | Alcon AG | $231,796 | -92.9% | 2,823 | -93.9% | 0.02% | -93.0% |
| FTCH | Sell | Farfetch Ltd Cl A | $229,810 | +6.5% | 38,048 | -13.5% | 0.02% | +5.9% |
| OLO | Sell | Olo Inc Class A | $232,431 | -30.6% | 35,980 | -12.4% | 0.02% | -30.8% |
| T | Sell | AT&T Inc | $213,379 | -29.2% | 13,378 | -14.5% | 0.02% | -33.3% |
| BMBL | Sell | Bumble Cl A | $197,366 | -25.5% | 11,762 | -13.2% | 0.02% | -28.6% |
| PHXCF | Exit | Phoenix Canada Oil Co Ltd | $0 | – | -44,138 | -100.0% | -0.00% | – |
| PSEC | Exit | Prospect Cap Corp | $0 | – | -11,000 | -100.0% | -0.01% | – |
| TDOC | Exit | Teladoc Health | $0 | – | -7,815 | -100.0% | -0.02% | – |
| FBK | Exit | FB Financial Corp | $0 | – | -6,757 | -100.0% | -0.02% | – |
| SEE | Exit | Sealed Air Corp | $0 | – | -4,887 | -100.0% | -0.02% | – |
| GPN | Exit | Global Payments Inc | $0 | – | -2,337 | -100.0% | -0.02% | – |
| LSXMA | Exit | Liberty SiriusXM Group A | $0 | – | -8,972 | -100.0% | -0.02% | – |
| PLD | Exit | Prologis Inc | $0 | – | -2,150 | -100.0% | -0.02% | – |
| PHM | Exit | PulteGroup Inc | $0 | – | -4,738 | -100.0% | -0.02% | – |
| SIVR | Exit | Aberdeen Std Silver ETF Tr | $0 | – | -12,652 | -100.0% | -0.02% | – |
| MS | Exit | Morgan Stanley | $0 | – | -22,257 | -100.0% | -0.15% | – |
| TRI | Exit | Thomson Reuters Corp. | $0 | – | -17,860 | -100.0% | -0.18% | – |
| TPL | Exit | Texas Pacific Land Corp | $0 | – | -1,382 | -100.0% | -0.18% | – |
| CP | Exit | Canadian Pacific Kansas City Ltd | $0 | – | -77,232 | -100.0% | -0.47% | – |
| FISV | Exit | Fiserv Inc | $0 | – | -80,022 | -100.0% | -0.71% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Alphabet Inc Cl A | 22 | Q3 2023 | 4.0% |
| American Express Co | 22 | Q3 2023 | 6.0% |
| Microsoft Corp | 22 | Q3 2023 | 3.5% |
| Apple Computer | 22 | Q3 2023 | 3.0% |
| Medtronic PLC | 22 | Q3 2023 | 3.3% |
| Analog Devices Inc | 22 | Q3 2023 | 2.3% |
| Alphabet Inc Cl C | 22 | Q3 2023 | 2.2% |
| HCA Holdings Inc | 22 | Q3 2023 | 3.1% |
| Visa Inc Cl A | 22 | Q3 2023 | 1.8% |
| Amazon.com Inc | 22 | Q3 2023 | 2.8% |
View EQUITABLE TRUST CO's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-17 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-01-31 |
View EQUITABLE TRUST CO's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.