TRUIST FINANCIAL CORP

Q4 2024 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
12/31/2024
Date filed
1/31/2025
Form type
13F-HR
Num holdings
2,509
Total value ($000)
$63,913,031
Net value change ($000)
+103,076 (0.2%)
New positions
157
Sold out positions
159
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/13/2024 Next filing: 4/29/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BLK 222,792 NEW
AAPL 176,894 10.7%
AVGO 176,616 35.4%
AMZN 152,663 19.9%
NVDA 141,068 12.4%
IEMG 125,236 195.0%
XLF 122,659 33.9%
IJH 118,284 25.5%
TSLA 105,242 58.1%
JPM 85,588 14.2%
Top Reduces (Value $000, Stocks/ETFs)
BIL -205,688 -42.4%
BLK -203,510 -100.0%
KO -182,115 -15.7%
RSP -128,738 -13.9%
XLU -97,212 -69.6%
SHY -66,671 -22.9%
ABBV -64,608 -15.0%
IQV -64,317 -66.0%
UNH -63,441 -17.6%
MRK -59,969 -15.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 170,987 (0.3% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type