InvesTrust
CIK 2050848 · Holdings on Dec 31, 2024 · First reported Jan 8, 2025
Top ten holdings
Q4 2024- MSFT4.32%
- AAPL3.02%
- JPM2.94%
- VEA2.93%
- LLY2.45%
- ORCL2.41%
- ADP2.41%
- WFC2.28%
- EXMOC2.25%
- IBDQ2.25%
Share classes counted separately27.26%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $15.52M | 4.32% | 36.63K shares | Prior unavailable — | — | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $10.88M | 3.02% | 43.24K shares | Prior unavailable — | — | ↗▾ |
| 03 | JPMJPMORGAN CHASE & CO View history and evidence | $10.58M | 2.94% | 44.16K shares | Prior unavailable — | — | ↗▾ |
| 04 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $10.54M | 2.93% | 220.47K shares | Prior unavailable — | — | ↗▾ |
| 05 | LLYELI LILLY & CO View history and evidence | $8.80M | 2.45% | 11.38K shares | Prior unavailable — | — | ↗▾ |
| 06 | ORCLORACLE CORP View history and evidence | $8.67M | 2.41% | 51.99K shares | Prior unavailable — | — | ↗▾ |
| 07 | ADPAUTOMATIC DATA PROCESSING View history and evidence | $8.65M | 2.41% | 29.54K shares | Prior unavailable — | — | ↗▾ |
| 08 | WFCWELLS FARGO & CO View history and evidence | $8.21M | 2.28% | 116.79K shares | Prior unavailable — | — | ↗▾ |
| 09 | EXMOCEXXON MOBIL CORP View history and evidence | $8.08M | 2.25% | 75.85K shares | Prior unavailable — | — | ↗▾ |
| 10 | IBDQISHARES IBONDS DEC 2025 TERMIBONDS DEC25 ETF View history and evidence | $8.08M | 2.25% | 322.42K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2050848 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Jan 8, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 359562402
}Research all 94 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.