SAGEWORTH TRUST COMPANY Top 13F Holdings

Sep 30, 2024 · Their last reported 13F filing for Q3 2024 included $1,677,556,673 in managed 13F securities and a top 10 holdings concentration of 84.55%. Sageworth Trust Company's …

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SAGEWORTH TRUST COMPANY Top 13F Holdings

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Sep 30, 2024 · Their last reported 13F filing for Q3 2024 included $1,677,556,673 in managed 13F securities and a top 10 holdings concentration of 84.55%. Sageworth Trust Company's …

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Sageworth Trust Co Current Portfolio, 13F Holdings (2024-10-24)

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Past Performances and the history of Asset Under Management Sageworth Trust Co. ... VTI(21.12%) VXUS(13.18%) ACWI(12.50%) SPY(10.60%) VOO(8.97%) Last update: 2024-10 …

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Sageworth Trust Co Q3 2024 13F Top Portfolio Holdings

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Jul 16, 2024 · Sageworth Trust Co reported 107 holdings with total value $1.68 B as of Q3 2024. Top holdings included VTI, VXUS, ACWI, SPY, and VOO. Sageworth Trust Co ... Value ($000) …

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Sageworth Trust Co 13F Annual Report (2024) - Wallmine

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As of 9th July 2024, Sageworth Trust Co’s top holding is 1,268,995 shares of Vanguard Total Stock Market Et currently worth over $339 billion and making up 21.4% of the portfolio value. …

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Sageworth Trust Co Top Holdings 13F Filings - Holdings Channel

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At 06/30/2024: $1,585,412. Sageworth Trust Co AUM history. Sageworth Trust Co holdings changes, total fund size, and other information presented on HoldingsChannel.com was …

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SAGEWORTH TRUST COMPANY OF SOUTH DAKOTA Top 13F …

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Sep 30, 2024 · Their last reported 13F filing for Q3 2024 included $78,105,438 in managed 13F securities and a top 10 holdings concentration of 64.08%. Sageworth Trust Company OF …

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Sageworth Trust Co Q2 2024 13F Top Portfolio Holdings

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Jul 16, 2024 · Sageworth Trust Co reported 113 holdings with total value $1.59 B as of Q2 2024. Top holdings included VTI, VXUS, ACWI, SPY, and VOO. ... 13F-HR Prev filing 4/16/2024. …

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Sageworth Trust Co Of South Dakota 13F Annual Report (2024

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$68.1 billion Assets Under Management (AUM) As of 9th July 2024, Sageworth Trust Co Of South Dakota’s top holding is 57,610 shares of Vanguard Total Stock Market Et currently worth over …

wallmine.com

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New Jersey Private Equity Firms - Crunchbase

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Aug 30, 2018 · Location New Jersey, United States, North America. CB Rank (Hub) 62,152. Number of Founders 63. Average Founded Date Sep 9, 2004. Percentage Acquired 6%. …

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PASSAIC PARTNERS LLC Top 13F Holdings - WhaleWisdom.com

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Passaic Partners is a hedge fund with 12 clients and discretionary assets under management (AUM) of $1,268,372,594 (Form ADV from 2024-03-29). Their last reported 13F filing for Q2 …

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FAQs about SAGEWORTH TRUST COMPANY Top 13F Holdings Coupon?

Where is Sageworth Trust Company based?

Sageworth Trust Company is based out of Lancaster. Their last reported 13F filing for Q1 2023 included $1,352,456,291 in managed 13F securities and a top 10 holdings concentration of 81.26%. Sageworth Trust Company's largest holding is VANGUARD TOTAL STOCK MARKET INDEX FUND-ETF Shares with shares held of 1,080,046. ...

What is Sageworth Trust Co's top holding?

As of 16th January 2024, Sageworth Trust Co’s top holding is 1,759,278 shares of Vanguard Index Fds currently worth over $436 billion and making up 29.8% of the portfolio value. In addition, the fund holds 3,339,072 shares of Vanguard Star Fds worth $194 billion . ...

How much is Sageworth Trust Co worth?

The third-largest holding is Ishares Tr worth $347 billion and the next is Spdr S&p 500 Etf Trust worth $149 billion, with 313,964 shares owned . Currently, Sageworth Trust Co's portfolio is worth at least $1.47 trillion. ...

Is Sageworth Trust Co a diversified fund?

Sageworth Trust Co’s portfolio is diversified across 8 sectors. Currently, their heaviest sector is Industrials — making up 0.2% of the total portfolio value. The fund focuses on investments in the United States as 30.2% of the portfolio companies are based in the United States. ...

What are the top 5 stocks in Sageworth Trust?

Top 5 stock holdings are VTI , VXUS , ACWI , SPY , VOO , and represent 63.13% of Sageworth Trust's stock portfolio. Added to shares of these 10 stocks: VTI (+$43M), DFAS (+$13M), DFIC (+$5.8M), VYMI , DFAU , DFEM , IJR , VOO , VEA , HEI.A . Started 3 new stock positions in HEI.A , PFG , CUBI . ...

Does Sageworth Trust Co own Heico?

In the most recent 13F filing, Sageworth Trust Co revealed that it had opened a new position in Heico and bought 3,500 shares worth $499 million . This means they effectively own approximately 0.1% of the company. ...