Truist Financial Top Holdings and 13F Report (2025)

About Truist Financial

Truist Financial NYSE: TFC has filed 13-F forms with the SEC as an investor. Truist Financial is itself a publicly traded company. Truist Financial Corporation, a financial services company, provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings. For more information on Truist Financial stock, visit the Truist Financial stock profile here.

Investment Activity

Truist Financial has $62.52 billion in total holdings as of March 31, 2025.
Truist Financial owns shares of 2,520 different stocks, but just 205 companies or ETFs make up 80% of its holdings.
Approximately 4.24% of the portfolio was purchased this quarter.
About 4.06% of the portfolio was sold this quarter.
This quarter, Truist Financial has purchased 2,488 new stocks and bought additional shares in 1,104 stocks.
Truist Financial sold shares of 1,134 stocks and completely divested from 154 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $4,001,674,825
SPDR S&P 500 ETF Trust: $1,943,273,262
iShares U.S. Treasury Bond ETF: $1,599,121,106
Microsoft: $1,567,141,631
Apple: $1,519,531,406

Largest New Holdings this Quarter

81752T528 - Panagram BBB-B CLO ETF: $6,729,138 Holding
624756102 - Mueller Industries: $5,882,057 Holding
26922B832 - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF: $5,577,345 Holding
33733E856 - FT Vest Gold Strategy Target Income ETF: $5,535,744 Holding
092528843 - BLACKROCK ETF TRUST II: $4,583,060 Holding

Largest Purchases this Quarter

iShares Core MSCI EAFE ETF: 2,005,829 shares (about $151.74M)
iShares Expanded Tech-Software Sector ETF: 1,120,395 shares (about $99.70M)
Medtronic: 968,637 shares (about $87.04M)
Wells Fargo & Company: 1,153,041 shares (about $82.78M)
iShares Russell Mid-Cap Growth ETF: 551,089 shares (about $64.75M)

Largest Sales this Quarter

iShares Core S&P Small-Cap ETF: 1,525,138 shares (about $159.48M)
Merck & Co., Inc.: 1,211,541 shares (about $108.75M)
Apple: 463,117 shares (about $102.87M)
iShares U.S. Broker-Dealers & Securities Exchanges ETF: 708,057 shares (about $99.21M)
Analog Devices: 460,880 shares (about $92.95M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$4,001,674,825	$85,245,850 ▼	-2.1%	7,121,685	6.4%	ETF
SPY SPDR S&P 500 ETF Trust	$1,943,273,262	$4,557,350 ▲	0.2%	3,473,915	3.1%	Finance
GOVT iShares U.S. Treasury Bond ETF	$1,599,121,106	$60,120,922 ▲	3.9%	69,572,378	2.6%	ETF
MSFT Microsoft	$1,567,141,631	$9,353,594 ▼	-0.6%	4,174,702	2.5%	Computer and Technology
AAPL Apple	$1,519,531,406	$102,872,183 ▼	-6.3%	6,840,730	2.4%	Computer and Technology
KO Coca-Cola	$1,114,502,399	$11,073,598 ▼	-1.0%	15,561,329	1.8%	Consumer Staples
NVDA NVIDIA	$1,066,470,713	$35,412,620 ▲	3.4%	9,840,107	1.7%	Computer and Technology
VOO Vanguard S&P 500 ETF	$1,048,797,364	$17,706,770 ▲	1.7%	2,040,819	1.7%	ETF
IEFA iShares Core MSCI EAFE ETF	$823,352,445	$151,740,966 ▲	22.6%	10,883,707	1.3%	ETF
AMZN Amazon.com	$808,065,186	$10,847,864 ▲	1.4%	4,247,163	1.3%	Retail/Wholesale
IWF iShares Russell 1000 Growth ETF	$773,210,519	$20,995,574 ▼	-2.6%	2,141,324	1.2%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$759,761,081	$32,029,012 ▼	-4.0%	4,385,852	1.2%	ETF
JPM JPMorgan Chase & Co.	$707,117,562	$2,477,285 ▲	0.4%	2,882,664	1.1%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$662,398,935	$40,775,421 ▼	-5.8%	6,696,309	1.1%	Finance
IJH iShares Core S&P Mid-Cap ETF	$585,342,271	$40,379,483 ▲	7.4%	10,031,573	0.9%	ETF
GOOG Alphabet	$564,281,189	$4,737,831 ▲	0.8%	3,611,862	0.9%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$557,997,732	$9,733,673 ▲	1.8%	2,702,430	0.9%	ETF
V Visa	$555,050,356	$4,780,273 ▼	-0.9%	1,583,777	0.9%	Business Services
META Meta Platforms	$532,519,161	$13,079,337 ▲	2.5%	923,935	0.9%	Computer and Technology
VTV Vanguard Value ETF	$526,980,225	$8,875,900 ▲	1.7%	3,050,713	0.8%	ETF
QQQ Invesco QQQ	$520,038,667	$22,951,750 ▲	4.6%	1,109,014	0.8%	Finance
XLF Financial Select Sector SPDR Fund	$508,824,614	$9,654,075 ▲	1.9%	10,215,310	0.8%	ETF
AVGO Broadcom	$487,580,787	$531,758 ▼	-0.1%	2,912,147	0.8%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$456,340,340	$4,680,496 ▲	1.0%	3,125,405	0.7%	ETF
IWD iShares Russell 1000 Value ETF	$432,917,667	$37,737,188 ▼	-8.0%	2,300,795	0.7%	ETF
ABBV AbbVie	$427,598,613	$5,553,327 ▼	-1.3%	2,040,849	0.7%	Medical
HD Home Depot	$411,428,782	$20,734,546 ▼	-4.8%	1,122,619	0.7%	Retail/Wholesale
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$391,955,187	$15,404,247 ▲	4.1%	7,673,359	0.6%	Manufacturing
GOOGL Alphabet	$385,009,792	$3,889,659 ▲	1.0%	2,489,717	0.6%	Computer and Technology
PM Philip Morris International	$378,573,819	$11,865,546 ▲	3.2%	2,385,017	0.6%	Consumer Staples
IJR iShares Core S&P Small-Cap ETF	$378,040,030	$159,483,693 ▼	-29.7%	3,615,186	0.6%	ETF
BRK.B Berkshire Hathaway	$370,616,403	$1,341,036 ▼	-0.4%	695,889	0.6%	Finance
VUG Vanguard Growth ETF	$367,761,105	$2,836,031 ▲	0.8%	991,751	0.6%	ETF
IWR iShares Russell Mid-Cap ETF	$346,708,319	$34,096,142 ▲	10.9%	4,075,565	0.6%	ETF
MBB iShares MBS ETF	$342,470,674	$4,655,333 ▼	-1.3%	3,651,852	0.5%	ETF
WMT Walmart	$339,685,985	$3,353,051 ▼	-1.0%	3,869,302	0.5%	Retail/Wholesale
LLY Eli Lilly and Company	$307,240,552	$4,308,766 ▲	1.4%	372,003	0.5%	Medical
UNH UnitedHealth Group	$306,097,776	$1,152,250 ▼	-0.4%	584,435	0.5%	Medical
COST Costco Wholesale	$295,862,260	$4,052,662 ▲	1.4%	312,824	0.5%	Retail/Wholesale
RTX RTX	$293,549,559	$3,338,388 ▼	-1.1%	2,216,138	0.5%	Aerospace
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$293,351,128	$12,476,838 ▲	4.4%	3,197,985	0.5%	ETF
IAU iShares Gold Trust	$282,865,991	$37,575,093 ▲	15.3%	4,797,591	0.5%	Finance
EFA iShares MSCI EAFE ETF	$269,738,943	$5,915,291 ▼	-2.1%	3,300,366	0.4%	Finance
CVX Chevron	$264,862,838	$10,444,414 ▼	-3.8%	1,583,256	0.4%	Energy
XOM Exxon Mobil	$264,535,186	$1,351,045 ▲	0.5%	2,224,293	0.4%	Energy
JNJ Johnson & Johnson	$263,081,602	$679,447 ▲	0.3%	1,586,357	0.4%	Medical
IEI iShares 3-7 Year Treasury Bond ETF	$262,228,225	$3,918,065 ▼	-1.5%	2,219,734	0.4%	ETF
IWM iShares Russell 2000 ETF	$260,671,015	$29,550,856 ▼	-10.2%	1,306,687	0.4%	Finance
ORCL Oracle	$255,893,641	$4,837,845 ▲	1.9%	1,830,296	0.4%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$250,840,917	$23,868,184 ▲	10.5%	3,032,043	0.4%	Manufacturing
XLC Communication Services Select Sector SPDR Fund	$246,286,592	$8,809,646 ▼	-3.5%	2,553,516	0.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$232,384,686	$36,582,595 ▲	18.7%	4,305,812	0.4%	ETF
UNP Union Pacific	$228,694,690	$6,118,615 ▲	2.7%	968,061	0.4%	Transportation
XLP Consumer Staples Select Sector SPDR Fund	$224,514,980	$334,847 ▼	-0.1%	2,749,051	0.4%	ETF
CSCO Cisco Systems	$216,427,395	$64,727,062 ▲	42.7%	3,507,169	0.3%	Computer and Technology
XLY Consumer Discretionary Select Sector SPDR Fund	$212,590,818	$2,396,770 ▲	1.1%	1,076,627	0.3%	Finance
BLACKROCK INC	$212,251,004	$6,548,667 ▲	3.2%	224,254	0.3%	COM
IBM International Business Machines	$210,471,739	$8,793,113 ▲	4.4%	846,424	0.3%	Computer and Technology
PG Procter & Gamble	$209,365,521	$1,755,666 ▼	-0.8%	1,228,527	0.3%	Consumer Staples
ADI Analog Devices	$207,373,556	$92,945,636 ▼	-30.9%	1,028,282	0.3%	Computer and Technology
PNC The PNC Financial Services Group	$203,214,063	$4,130,947 ▲	2.1%	1,156,136	0.3%	Finance
AMGN Amgen	$201,319,640	$687,903 ▼	-0.3%	646,187	0.3%	Medical
PEP PepsiCo	$193,740,490	$1,470,762 ▼	-0.8%	1,292,120	0.3%	Consumer Staples
MRK Merck & Co., Inc.	$191,750,721	$108,747,933 ▼	-36.2%	2,136,260	0.3%	Medical
MDT Medtronic	$190,953,120	$87,041,717 ▲	83.8%	2,125,007	0.3%	Medical
ETR Entergy	$189,632,243	$12,415,715 ▲	7.0%	2,218,180	0.3%	Utilities
TFC Truist Financial	$188,618,699	$998,999 ▲	0.5%	4,583,686	0.3%	Finance
VTI Vanguard Total Stock Market ETF	$188,326,999	$14,417,559 ▲	8.3%	685,224	0.3%	ETF
DGRO iShares Core Dividend Growth ETF	$185,718,892	$8,397,323 ▼	-4.3%	3,006,133	0.3%	ETF
VONG Vanguard Russell 1000 Growth ETF	$185,352,116	$8,909,696 ▲	5.0%	1,997,544	0.3%	ETF
TSLA Tesla	$184,340,902	$649,195 ▲	0.4%	711,302	0.3%	Auto/Tires/Trucks
NFLX Netflix	$181,507,795	$63,468,046 ▼	-25.9%	194,640	0.3%	Consumer Discretionary
ABT Abbott Laboratories	$178,054,349	$9,476,515 ▼	-5.1%	1,342,287	0.3%	Medical
TRGP Targa Resources	$175,318,535	$9,122,984 ▲	5.5%	874,538	0.3%	Energy
VIG Vanguard Dividend Appreciation ETF	$174,469,236	$4,705,811 ▼	-2.6%	899,372	0.3%	ETF
MO Altria Group	$169,455,024	$24,322,207 ▲	16.8%	2,823,309	0.3%	Consumer Staples
BK Bank of New York Mellon	$166,507,249	$9,195,086 ▲	5.8%	1,985,302	0.3%	Finance
GLD SPDR Gold Shares	$166,048,726	$16,263,484 ▲	10.9%	576,278	0.3%	Finance
QCOM QUALCOMM	$160,291,098	$1,920,432 ▲	1.2%	1,043,494	0.3%	Computer and Technology
KLAC KLA	$157,155,646	$2,114,860 ▲	1.4%	231,179	0.3%	Computer and Technology
WFC Wells Fargo & Company	$156,386,261	$82,776,814 ▲	112.5%	2,178,385	0.3%	Finance
DVY iShares Select Dividend ETF	$154,425,299	$6,061,985 ▼	-3.8%	1,149,939	0.2%	ETF
IGV iShares Expanded Tech-Software Sector ETF	$150,837,541	$99,703,968 ▲	195.0%	1,694,994	0.2%	ETF
T AT&T	$150,373,746	$5,542,823 ▲	3.8%	5,317,318	0.2%	Computer and Technology
MA Mastercard	$148,591,494	$1,910,746 ▼	-1.3%	271,093	0.2%	Business Services
IWP iShares Russell Mid-Cap Growth ETF	$148,086,646	$64,747,454 ▲	77.7%	1,260,419	0.2%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$147,510,061	$4,792,321 ▼	-3.1%	2,431,752	0.2%	ETF
VPL Vanguard FTSE Pacific ETF	$146,649,621	$3,124,113 ▼	-2.1%	2,023,870	0.2%	ETF
VZ Verizon Communications	$146,000,452	$51,522,653 ▲	54.5%	3,218,705	0.2%	Computer and Technology
VO Vanguard Mid-Cap ETF	$145,529,832	$6,582,394 ▲	4.7%	562,717	0.2%	ETF
ETN Eaton	$145,369,830	$4,472,420 ▼	-3.0%	534,782	0.2%	Industrials
SCHW Charles Schwab	$143,303,614	$5,562,108 ▼	-3.7%	1,830,654	0.2%	Finance
VEA Vanguard FTSE Developed Markets ETF	$142,901,360	$9,531,132 ▲	7.1%	2,811,359	0.2%	ETF
BKNG Booking	$140,332,993	$4,109,420 ▲	3.0%	30,461	0.2%	Retail/Wholesale
IWY iShares Russell Top 200 Growth ETF	$137,907,047	$2,224,994 ▼	-1.6%	653,774	0.2%	ETF
MCD McDonald's	$132,589,436	$4,470,637 ▼	-3.3%	424,463	0.2%	Retail/Wholesale
CMS CMS Energy	$132,024,350	$10,228,853 ▲	8.4%	1,757,747	0.2%	Utilities
PANW Palo Alto Networks	$131,316,496	$16,344,920 ▲	14.2%	769,553	0.2%	Computer and Technology
CSL Carlisle Companies	$130,235,830	$6,738,479 ▲	5.5%	382,485	0.2%	Multi-Sector Conglomerates
TT Trane Technologies	$128,834,988	$4,234,079 ▲	3.4%	382,390	0.2%	Construction

Showing largest 100 holdings. View all holdings.

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Truist Financial Top Holdings and 13F Report (2025)

About Truist Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Truist Financial Top Holdings and 13F Report (2025)

About Truist Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTruist Financial

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools