Sageworth Trust Co Top Holdings 13F Filings - Holdings Channel

99 rows · 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 derived from Sageworth Trust Co 13F filings. Link to 13F filings: SEC filings. As of 09/30/2024, …

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Sageworth Trust Co Top Holdings 13F Filings - Holdings Channel

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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 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. Sageworth Trust Co ... Num …

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Sageworth Trust Co | Form 13F - Radient

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SEC Form 13F for Sageworth Trust Co, CIK: 1482688 as on 30 Jun 2024. Quarterly holdings report, AUM: $1,585,409,802.0200002 ... Form-13F Compare Filings | Sageworth Trust Co ...

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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 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 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 ... Num …

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FAQs about Sageworth Trust Co Top Holdings 13F Filings - Holdings Channel 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 . ...

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 . ...

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. ...

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. ...