Truist Financial Corp is based out of Charlotte. Their last reported 13F filing for Q4 2023 included $62,907,212,202 in managed 13F securities
and a top 10 holdings concentration of 21.99%. Truist Financial Corp's largest holding is iShares Core S&P 500 ETF with shares held of 6,671,265. Whalewisdom has at least 98 13F filings, 168 13G filings, and 514 Form 4 filings
2023-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| IVV iShares Core S&P 500 | 0.58% |
| DFS Discover Financial S | 0.28% |
| MCHP Microchip Technology | 0.2% |
| SPDW SPDR Portfolio Devel | 0.19% |
| SPY SPDR S&P 500 ETF TRU | 0.19% |
2023-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| MMC Marsh & McLennan Com | 0.26% |
| AAPL Apple Inc | 0.25% |
| CVX Chevron Corp. (Stand | 0.19% |
| KO Coca Cola Co. | 0.16% |
| AFL AFLAC Inc. | 0.15% |
2023-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| IVV iShares Core S&P 500 | 5.07% |
| MSFT Microsoft Corp. | 2.86% |
| SPY SPDR S&P 500 ETF TRU | 2.69% |
| AAPL Apple Inc | 2.15% |
| GOVT iShares U.S. Treasur | 2.04% |
2023-12-31
13F Activity
| Market Value | $62.9b, Prior: $59.8b |
| New Purchases | 188 stocks |
| Added To | 829 stocks |
| Sold out of | 133 stocks |
| Reduced holdings in | 1513 stocks |
| Top 10 Holdings % | 21.99% |
| Turnover %[1] | 12.22% |
| Turnover Alt %[2] | 4.12% |
| Time Held Top 20 | 17.8 quarters |
| Time Held Top 10 | 15.6 quarters |
| Time Held All | 19.01 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31