StockDriftsStockDriftsTop 50 Trustcore Financial Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 15.81% | 470.3K | $179.9M | -2.00%(-9.57K) | — | 2022-12-31 | |
| HCA | HCA HEALTHCARE INC | 6.49% | 307.5K | $73.8M | +1.18%(+3.59K) | — | 2022-12-31 | |
| EFA | ISHARES TR | 5.87% | 1.02M | $66.8M | -3.88%(-41.13K) | — | 2022-12-31 | |
| NEAR | ISHARES U S ETF TR | 5.74% | 1.33M | $65.3M | -5.25%(-73.42K) | — | 2022-12-31 | |
| VTV | VANGUARD INDEX FDS | 4.37% | 354.5K | $49.8M | +0.59%(+2.07K) | — | 2022-12-31 | |
| VO | VANGUARD INDEX FDS | 3.45% | 192.6K | $39.3M | -2.48%(-4.89K) | — | 2022-12-31 | |
| VB | VANGUARD INDEX FDS | 3.16% | 195.7K | $35.9M | -4.32%(-8.84K) | — | 2022-12-31 | |
| QQQ | INVESCO QQQ TR | 2.97% | 126.9K | $33.8M | +7.52%(+8.88K) | — | 2022-12-31 | |
| AGG | ISHARES TR | 2.82% | 331.2K | $32.1M | -9.71%(-35.62K) | — | 2022-12-31 | |
| VUG | VANGUARD INDEX FDS | 2.81% | 149.9K | $32.0M | -2.89%(-4.46K) | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Trustcore Financial Services, Llc reports $1.14B in US-listed equity holdings across 1,042 positions in its most recent 13F filing. Its largest disclosed positions are SPY (15.8%), HCA (6.5%) and EFA (5.9%). Figures reflect the Q4 2022 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Trustcore Financial Services, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730322). View Trustcore Financial Services, Llc’s 13F filings on SEC