Top 50 Truist Financial Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.16% | 6.99M | $4.57B | -0.25%(-17.81K) | $371.73(+100.61%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.77% | 3.15M | $2.05B | +0.66%(+20.53K) | $313.56(+136.74%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.38% | 10.10M | $1.76B | +0.65%(+64.89K) | $28.25(+699.37%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.35% | 6.86M | $1.74B | +0.25%(+17.44K) | $83.13(+259.51%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.34% | 19.13M | $1.73B | +8.93%(+1.57M) | $74.61(+30.20%) | 2026-03-31 | |
| GOVT | ISHARES TR | 2.33% | 75.29M | $1.72B | +6.03%(+4.28M) | $24.46(-7.19%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.13% | 4.27M | $1.58B | -0.17%(-7.48K) | $165.69(+144.56%) | 2026-03-31 | |
| KO | COCA COLA CO | 1.53% | 14.91M | $1.13B | -0.90%(-135.98K) | $53.79(+49.20%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.45% | 3.75M | $1.08B | +3.71%(+134.25K) | $78.26(+409.88%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.23% | 3.11M | $914.4M | +3.40%(+102.08K) | $139.36(+115.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.84% | +47.54% |
| Top 20 Holdings Unweighted | +14.48% | +50.02% |
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