Sentinel Trust Co Lba Top Holdings and 13F Report (2025) About Sentinel Trust Co LbaInvestment ActivitySentinel Trust Co Lba has $847.74 thousand in total holdings as of March 31, 2025.Sentinel Trust Co Lba owns shares of 134 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 3.44% of the portfolio was purchased this quarter.About 4.58% of the portfolio was sold this quarter.This quarter, Sentinel Trust Co Lba has purchased 130 new stocks and bought additional shares in 15 stocks.Sentinel Trust Co Lba sold shares of 60 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $221,701iShares Russell 3000 ETF $80,322Vanguard Total International Stock ETF $79,810Vanguard FTSE All-World ex-US ETF $30,592Palantir Technologies $29,155 Largest New Holdings this Quarter 092528843 - Blackrock Etf Trust Ii Ishares $1,779 Holding46222L108 - IonQ $662 Holding25861R303 - Doubleline Commercial Real Estate ETF $502 Holding46641Q654 - JPMorgan Ultra-Short Municipal ETF $375 Holding49177J102 - Kenvue $224 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 55,652 shares (about $15.30K)iShares MSCI ACWI ETF 41,035 shares (about $4.78K)Vanguard FTSE All-World ex-US ETF 42,815 shares (about $2.60K)Blackrock Etf Trust Ii Ishares 35,911 shares (about $1.78K)iShares Core S&P Total U.S. Stock Market ETF 11,208 shares (about $1.37K) Largest Sales this Quarter iShares Russell 3000 ETF 54,154 shares (about $17.20K)Vanguard S&P Mid-Cap 400 ETF 40,000 shares (about $3.95K)Quanta Services 12,474 shares (about $3.17K)iShares Core S&P Mid-Cap ETF 24,995 shares (about $1.46K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 19,674 shares (about $1.34K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSentinel Trust Co Lba Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$221,701$1,367 ▲0.6%1,817,06926.2%ETFIWViShares Russell 3000 ETF$80,322$17,201 ▼-17.6%252,8729.5%ETFVXUSVanguard Total International Stock ETF$79,810$746 ▼-0.9%1,285,1919.4%ETFVEUVanguard FTSE All-World ex-US ETF$30,592$2,597 ▲9.3%504,3173.6%ETFPalantir Technologies$29,155$557 ▼-1.9%345,4413.4%COMACWIiShares MSCI ACWI ETF$27,384$4,776 ▲21.1%235,2783.2%ManufacturingEMXCiShares MSCI Emerging Markets ex China ETF$25,132$297 ▼-1.2%456,2003.0%ManufacturingVTIVanguard Total Stock Market ETF$24,590$15,295 ▲164.6%89,4722.9%ETFAAPLApple$21,741$460 ▼-2.1%97,8752.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$19,441$298 ▼-1.5%34,7542.3%FinanceBBJPJPMorgan BetaBuilders Japan ETF$17,4840.0%311,5002.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$16,589$5 ▼0.0%307,3712.0%ETF2023 ETF Series Trust Eagle Ca$13,8300.0%493,7351.6%COMBTTBlackrock Municipal 2030 Target Term Trust$12,349$500 ▲4.2%581,6961.5%Financial ServicesQQQInvesco QQQ$9,2860.0%19,8021.1%FinanceNETCloudflare$9,0960.0%80,7181.1%Computer and TechnologyIVOOVanguard S&P Mid-Cap 400 ETF$8,498$3,948 ▼-31.7%86,1001.0%ETFMSFTMicrosoft$8,408$401 ▼-4.5%22,3991.0%Computer and TechnologyJPMJPMorgan Chase & Co.$7,772$236 ▼-3.0%31,6820.9%FinanceIAUiShares Gold Trust$7,403$572 ▼-7.2%125,5560.9%FinanceXOMExxon Mobil$7,274$175 ▼-2.3%61,1610.9%EnergyACWXiShares MSCI ACWI ex U.S. ETF$7,007$521 ▼-6.9%126,3630.8%ManufacturingIWCiShares Micro-Cap ETF$6,573$200 ▲3.1%59,2600.8%ETFSPGIS&P Global$6,4680.0%12,7290.8%Business ServicesPGProcter & Gamble$6,206$111 ▼-1.8%36,4140.7%Consumer StaplesKOCoca-Cola$6,131$0 ▼0.0%85,6060.7%Consumer StaplesPWRQuanta Services$5,734$3,170 ▼-35.6%22,5600.7%ConstructionTILTFlexShares Morningstar US Market Factor Tilt Index Fund$5,668$135 ▼-2.3%27,5490.7%ETFMETAMeta Platforms$5,409$431 ▼-7.4%9,3840.6%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$4,762$342 ▼-6.7%93,6790.6%ETFXLIIndustrial Select Sector SPDR Fund$4,1650.0%31,7750.5%ETFETEnergy Transfer$3,8480.0%207,0000.5%EnergyXLVHealth Care Select Sector SPDR Fund$3,624$8 ▼-0.2%24,8200.4%ETFMDYSPDR S&P MidCap 400 ETF Trust$3,443$74 ▼-2.1%6,4540.4%ETFABBVAbbVie$3,257$126 ▼-3.7%15,5430.4%MedicalCADECadence Bank$3,2440.0%106,8520.4%FinanceNVONovo Nordisk A/S$3,067$13 ▼-0.4%44,1720.4%MedicalUNHUnitedHealth Group$2,984$132 ▼-4.3%5,6980.4%MedicalIXUSiShares Core MSCI Total International Stock ETF$2,857$275 ▲10.7%40,9260.3%ManufacturingTXNTexas Instruments$2,711$45 ▼-1.6%15,0850.3%Computer and TechnologyNSRGYNestlé$2,6390.0%26,1350.3%Consumer StaplesXLKTechnology Select Sector SPDR Fund$2,5410.0%12,3080.3%ETFPEPPepsiCo$2,5350.0%16,9080.3%Consumer StaplesCVXChevron$2,430$118 ▼-4.6%14,5260.3%EnergyBRK.ABerkshire Hathaway$2,395$798 ▼-25.0%30.3%FinanceMCDMcDonald's$2,360$381 ▼-13.9%7,5560.3%Retail/WholesaleUNPUnion Pacific$2,349$31 ▼-1.3%9,9450.3%TransportationTSNTyson Foods$2,3290.0%36,5000.3%Consumer StaplesIXCiShares Global Energy ETF$2,2000.0%52,3000.3%ETFIEFAiShares Core MSCI EAFE ETF$2,039$47 ▼-2.2%26,9560.2%ETFSHELShell$2,0170.0%27,5200.2%EnergyIJHiShares Core S&P Mid-Cap ETF$1,961$1,459 ▼-42.7%33,6000.2%ETFADPAutomatic Data Processing$1,8180.0%5,9510.2%Business ServicesBlackrock Etf Trust Ii Ishares$1,779$1,779 ▲New Holding35,9110.2%COMJNJJohnson & Johnson$1,730$205 ▼-10.6%10,4310.2%MedicalVSGXVanguard ESG International Stock ETF$1,707$17 ▲1.0%28,9420.2%ETFASMLASML$1,680$121 ▼-6.7%2,5360.2%Computer and TechnologyMDLZMondelez International$1,6560.0%24,4120.2%Consumer StaplesIXGiShares Global Financials ETF$1,6280.0%15,8000.2%ETFABTAbbott Laboratories$1,588$52 ▼-3.1%11,9680.2%MedicalWYWeyerhaeuser$1,5390.0%52,5760.2%ConstructionBlackrock Inc Com$1,538$160 ▼-9.4%1,6250.2%COMMRKMerck & Co., Inc.$1,526$67 ▼-4.2%17,0040.2%MedicalSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,446$1,338 ▼-48.1%21,2630.2%ETFEEMiShares MSCI Emerging Markets ETF$1,394$64 ▼-4.4%31,9060.2%FinanceGOOGAlphabet$1,362$49 ▼-3.5%8,7210.2%Computer and TechnologyHOLXHologic$1,2350.0%20,0000.1%MedicalXLFFinancial Select Sector SPDR Fund$1,224$49 ▼-3.8%24,5820.1%ETFEFAiShares MSCI EAFE ETF$1,217$100 ▼-7.6%14,8910.1%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$1,1820.0%5,9860.1%FinanceSPYXSPDR S&P Fossil Fuel Reserves Free ETF$1,024$18 ▼-1.8%22,3800.1%ETFHDHome Depot$990$184 ▼-15.7%2,7000.1%Retail/WholesaleGOOGLAlphabet$984$87 ▼-8.2%6,3600.1%Computer and TechnologyAMZNAmazon.com$949$118 ▼-11.1%4,9870.1%Retail/WholesaleBACBank of America$944$221 ▼-18.9%22,6200.1%FinanceESGUiShares ESG Aware MSCI USA ETF$937$10 ▼-1.1%7,6850.1%ManufacturingTTETotalEnergies$8930.0%13,8000.1%EnergyQDFFlexShares Quality Dividend Index Fund$827$1 ▼-0.1%12,0940.1%ETFZTSZoetis$775$40 ▼-4.9%4,7070.1%MedicalBRK.BBerkshire Hathaway$7740.0%1,4540.1%FinanceCMCSAComcast$7400.0%20,0480.1%Consumer DiscretionaryRTXRTX$735$1 ▲0.1%5,5510.1%AerospaceIONQIonQ$662$662 ▲New Holding30,0000.1%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$6410.0%6,9080.1%ETFMAINMain Street Capital$639$87 ▼-12.0%11,2890.1%FinanceESGDiShares ESG Aware MSCI EAFE ETF$567$63 ▼-10.0%6,9370.1%ManufacturingBBEUJPMorgan BetaBuilders Europe ETF$558$14 ▼-2.5%9,0210.1%ETFHBANHuntington Bancshares$5230.0%34,8540.1%FinanceCBChubb$515$92 ▼-15.1%1,7050.1%FinanceWMTWalmart$505$4 ▲0.9%5,7470.1%Retail/WholesaleDCMBDoubleline Commercial Real Estate ETF$502$502 ▲New Holding9,6850.1%ETFHONHoneywell International$473$216 ▼-31.4%2,2360.1%Multi-Sector ConglomeratesMSGEMSG Entertainment$4720.0%14,4020.1%Consumer DiscretionaryQCOMQUALCOMM$4150.0%2,7000.0%Computer and TechnologyKMIKinder Morgan$3870.0%13,5580.0%EnergyIJRiShares Core S&P Small-Cap ETF$3840.0%3,6720.0%ETFJMSTJPMorgan Ultra-Short Municipal ETF$375$375 ▲New Holding7,3780.0%ETFLinde Plc Com$3740.0%8030.0%COMDVYiShares Select Dividend ETF$3700.0%2,7550.0%ETFHTBIHomeTrust Bancshares$3610.0%10,5330.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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