Top 50 Equitable Trust Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | 8.71% | 315.9K | $188.8M | -2.32%(-7.50K) | $536.98(+27.54%) | 2026-03-31 | |
| IAU | iShares Gold Trust ETF | 6.93% | 1.70M | $150.1M | -2.79%(-48.94K) | $34.02(+127.82%) | 2026-03-31 | |
| HCA | HCA Healthcare Inc | 3.51% | 160.5K | $75.9M | +1.29%(+2.04K) | $198.66(+106.63%) | 2026-03-31 | |
| GOOGL | Alphabet Inc Cl A | 3.24% | 244.4K | $70.3M | -2.01%(-5.02K) | $70.37(+411.49%) | 2026-03-31 | |
| VTV | Vanguard Value ETF | 2.99% | 329.6K | $64.7M | -0.54%(-1.79K) | $172.03(+27.40%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 2.21% | 129.2K | $47.8M | -0.74%(-959) | $183.73(+112.53%) | 2026-03-31 | |
| IXUS | iShares Core MSCI Total International ETF | 2.19% | 548.8K | $47.5M | -0.79%(-4.36K) | $63.63(+48.87%) | 2026-03-31 | |
| AAPL | Apple Inc | 2.16% | 184.7K | $46.9M | -1.74%(-3.28K) | $66.30(+365.50%) | 2026-03-31 | |
| GOOG | Alphabet Inc Cl C | 1.94% | 146.4K | $42.0M | -6.78%(-10.64K) | $74.87(+375.74%) | 2026-03-31 | |
| PRM | Perimeter Solutions Inc | 1.86% | 1.65M | $40.4M | -13.72%(-262.82K) | $8.79(+285.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.86% | +63.72% |
| Top 20 Holdings Unweighted | +17.97% | +64.16% |
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