Whittier Trust Co Of Nevada Inc Top Holdings and 13F Report (2025) About Whittier Trust Co Of Nevada IncInvestment ActivityWhittier Trust Co Of Nevada Inc has $3.96 billion in total holdings as of March 31, 2025.Whittier Trust Co Of Nevada Inc owns shares of 1,418 different stocks, but just 107 companies or ETFs make up 80% of its holdings.Approximately 4.20% of the portfolio was purchased this quarter.About 2.20% of the portfolio was sold this quarter.This quarter, Whittier Trust Co Of Nevada Inc has purchased 1,349 new stocks and bought additional shares in 482 stocks.Whittier Trust Co Of Nevada Inc sold shares of 322 stocks and completely divested from 52 stocks this quarter.Largest Holdings Apple $251,204,737Microsoft $235,579,902NVIDIA $137,105,976SPDR S&P 500 ETF Trust $134,281,419Amazon.com $113,845,993 Largest New Holdings this Quarter 46436E718 - iShares 0-3 Month Treasury Bond ETF $3,811,366 Holding26701L100 - Dutch Bros $3,688,696 Holding92189F411 - VanEck BDC Income ETF $1,100,877 Holding25434V500 - Dimensional U.S. Small Cap ETF $666,570 Holding25434V401 - Dimensional U.S. Equity ETF $620,602 Holding Largest Purchases this Quarter Chevron 71,479 shares (about $11.96M)ConocoPhillips 113,797 shares (about $11.95M)Meta Platforms 14,561 shares (about $8.39M)Charles Schwab 88,373 shares (about $6.92M)Capital One Financial 38,386 shares (about $6.88M) Largest Sales this Quarter NVIDIA 248,167 shares (about $26.90M)EOG Resources 89,951 shares (about $11.54M)Targa Resources 36,929 shares (about $7.40M)Intuit 11,503 shares (about $7.06M)Visa 17,768 shares (about $6.23M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWhittier Trust Co Of Nevada Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$251,204,737$2,993,420 ▲1.2%1,130,8926.3%Computer and TechnologyMSFTMicrosoft$235,579,902$3,210,621 ▲1.4%627,5785.9%Computer and TechnologyNVDANVIDIA$137,105,976$26,896,290 ▼-16.4%1,265,0513.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$134,281,419$248,928 ▲0.2%240,0503.4%FinanceAMZNAmazon.com$113,845,993$3,174,481 ▲2.9%598,3722.9%Retail/WholesaleGOOGAlphabet$103,671,167$3,149,589 ▲3.1%663,5822.6%Computer and TechnologyIVViShares Core S&P 500 ETF$89,427,425$277,573 ▲0.3%159,1552.3%ETFJPMJPMorgan Chase & Co.$76,258,841$1,059,202 ▲1.4%310,8811.9%FinanceVVisa$71,300,199$6,226,773 ▼-8.0%203,4541.8%Business ServicesBRK.BBerkshire Hathaway$58,908,412$1,583,886 ▲2.8%110,6101.5%FinanceIJHiShares Core S&P Mid-Cap ETF$57,705,509$67,908 ▼-0.1%989,1271.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$54,038,584$9,337 ▼0.0%1,001,2751.4%ETFCVXChevron$52,888,287$11,957,659 ▲29.2%316,1491.3%EnergyMETAMeta Platforms$52,771,555$8,392,200 ▲18.9%91,5621.3%Computer and TechnologyAVGOBroadcom$51,142,770$1,320,682 ▲2.7%305,4591.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$50,185,930$2,263,716 ▼-4.3%1,109,0841.3%ETFVEAVanguard FTSE Developed Markets ETF$47,829,414$89,460 ▼-0.2%940,9721.2%ETFIEFAiShares Core MSCI EAFE ETF$36,717,796$618,739 ▲1.7%485,3660.9%ETFMDYSPDR S&P MidCap 400 ETF Trust$36,132,917$693,510 ▲2.0%67,7320.9%ETFLLYEli Lilly and Company$32,385,814$1,226,454 ▲3.9%39,2130.8%MedicalIWBiShares Russell 1000 ETF$32,363,9980.0%105,5130.8%ETFBRK.ABerkshire Hathaway$31,937,6610.0%400.8%FinanceTJXTJX Companies$31,673,061$1,047,840 ▲3.4%260,0430.8%Retail/WholesaleNOWServiceNow$31,347,788$5,885,821 ▲23.1%39,3750.8%Computer and TechnologyCOSTCostco Wholesale$30,804,786$413,303 ▲1.4%32,5710.8%Retail/WholesalePMPhilip Morris International$29,812,248$301,584 ▲1.0%187,8190.8%Consumer StaplesETNEaton$29,754,802$951,906 ▲3.3%109,4660.8%IndustrialsQQQInvesco QQQ$29,283,845$423,425 ▲1.5%62,4510.7%FinanceIWMiShares Russell 2000 ETF$26,882,204$88,374 ▼-0.3%134,7550.7%FinanceIWNiShares Russell 2000 Value ETF$26,818,575$752,631 ▲2.9%177,6310.7%ETFGOOGLAlphabet$26,424,206$494,538 ▲1.9%170,8760.7%Computer and TechnologyRTXRTX$26,055,553$843,894 ▲3.3%196,7070.7%AerospacePGProcter & Gamble$25,731,913$359,071 ▲1.4%150,9930.6%Consumer StaplesHONHoneywell International$25,596,361$591,837 ▲2.4%120,8810.6%Multi-Sector ConglomeratesABTAbbott Laboratories$25,089,976$302,306 ▲1.2%189,1460.6%MedicalGSThe Goldman Sachs Group$24,551,253$527,156 ▲2.2%44,9430.6%FinanceIJRiShares Core S&P Small-Cap ETF$23,947,183$415,872 ▲1.8%229,0080.6%ETFUNHUnitedHealth Group$23,912,712$298,012 ▲1.3%45,6570.6%MedicalMRKMerck & Co., Inc.$23,681,390$560,186 ▲2.4%263,8330.6%MedicalJNJJohnson & Johnson$23,452,661$118,243 ▼-0.5%141,4180.6%MedicalLINDE PLC SHS$23,017,757$600,204 ▲2.7%49,4330.6%NON-US EQUITY (DEVELOPED)VOVanguard Mid-Cap ETF$22,709,566$44,998 ▼-0.2%87,8140.6%ETFVOOVanguard S&P 500 ETF$22,603,370$140,295 ▼-0.6%43,9840.6%ETFCMGChipotle Mexican Grill$21,826,549$988,335 ▲4.7%434,7930.6%Retail/WholesaleABBVAbbVie$21,272,811$170,338 ▲0.8%101,5320.5%MedicalTRGPTarga Resources$20,712,759$7,403,156 ▼-26.3%103,3210.5%EnergyTMOThermo Fisher Scientific$20,495,011$299,546 ▲1.5%41,1890.5%MedicalXOMExxon Mobil$18,717,741$2,482,656 ▲15.3%157,3850.5%EnergyBXBlackstone$18,477,051$595,736 ▲3.3%132,1880.5%FinanceMCDMcDonald's$17,983,746$463,540 ▼-2.5%57,5740.5%Retail/WholesaleIWViShares Russell 3000 ETF$17,975,627$32,716 ▲0.2%56,5930.5%ETFNSCNorfolk Southern$17,927,458$321,876 ▲1.8%75,6920.5%TransportationIWRiShares Russell Mid-Cap ETF$17,310,110$1,483,529 ▼-7.9%203,5050.4%ETFISRGIntuitive Surgical$17,122,913$380,355 ▲2.3%34,5740.4%MedicalDISWalt Disney$17,088,984$284,153 ▲1.7%173,1430.4%Consumer DiscretionaryPNCThe PNC Financial Services Group$17,077,093$3,978,333 ▲30.4%97,1570.4%FinanceVVVanguard Large-Cap ETF$16,645,627$203,817 ▼-1.2%64,7640.4%ETFELVElevance Health$16,447,836$439,293 ▲2.7%37,8160.4%MedicalMMCMarsh & McLennan Companies$15,783,399$466,335 ▲3.0%64,6790.4%FinanceCRMSalesforce$15,307,539$551,720 ▲3.7%57,0440.4%Computer and TechnologyHDHome Depot$14,718,527$342,658 ▼-2.3%40,1620.4%Retail/WholesaleURIUnited Rentals$14,703,448$666,174 ▲4.7%23,4620.4%ConstructionCPRTCopart$14,403,662$528,829 ▲3.8%254,5290.4%Business ServicesVBVanguard Small-Cap ETF$14,284,903$235,942 ▲1.7%64,4190.4%ETFSUISun Communities$14,158,703$1,969,177 ▲16.2%110,0670.4%FinancePEPPepsiCo$13,851,671$1,266,685 ▼-8.4%92,3820.3%Consumer StaplesXBISPDR S&P Biotech ETF$13,520,519$512,216 ▲3.9%166,7180.3%ETFMSIMotorola Solutions$13,459,128$852,824 ▲6.8%30,7430.3%Computer and TechnologyCOPConocoPhillips$13,422,524$11,950,794 ▲812.0%127,8110.3%EnergyMDLZMondelez International$13,255,927$14,452 ▲0.1%195,3740.3%Consumer StaplesSPGIS&P Global$12,989,110$394,780 ▲3.1%25,5650.3%Business ServicesDHRDanaher$12,922,995$155,390 ▲1.2%63,0390.3%MedicalWMTWalmart$12,868,555$416,825 ▲3.3%146,5840.3%Retail/WholesaleFICOFair Isaac$12,726,415$615,943 ▲5.1%6,9010.3%Computer and TechnologyMPWRMonolithic Power Systems$12,597,385$498,189 ▲4.1%21,7210.3%Computer and TechnologyORLYO'Reilly Automotive$12,099,380$458,418 ▲3.9%8,4460.3%Retail/WholesaleEFAiShares MSCI EAFE ETF$11,978,888$178,558 ▼-1.5%146,5850.3%FinanceEWBCEast West Bancorp$11,846,470$508,574 ▲4.5%131,9810.3%FinanceCATCaterpillar$11,407,063$134,224 ▼-1.2%34,5890.3%IndustrialsFTVFortive$11,157,096$371,967 ▲3.4%152,4640.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$10,906,284$12,027 ▼-0.1%56,2210.3%ETFVLOValero Energy$10,701,149$64,845 ▲0.6%81,0280.3%EnergyBROBrown & Brown$10,636,451$468,236 ▲4.6%85,5030.3%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$10,562,897$41,568 ▼-0.4%25,1570.3%FinanceCSCOCisco Systems$10,323,616$160,790 ▼-1.5%167,3200.3%Computer and TechnologyAXPAmerican Express$10,042,956$91,742 ▼-0.9%37,3290.3%FinanceSCHMSchwab U.S. Mid-Cap ETF$10,037,559$323,569 ▲3.3%383,1140.3%ETFIWOiShares Russell 2000 Growth ETF$9,771,959$137,219 ▲1.4%38,2420.2%ETFORCLOracle$9,697,453$18,315 ▲0.2%69,3620.2%Computer and TechnologyRBCRBC Bearings$9,658,459$356,183 ▲3.8%30,0180.2%IndustrialsVEUVanguard FTSE All-World ex-US ETF$9,518,386$348,858 ▼-3.5%156,9400.2%ETFIQVIQVIA$9,450,198$350,830 ▲3.9%53,6040.2%MedicalBLDRBuilders FirstSource$9,017,649$343,080 ▲4.0%72,1770.2%Retail/WholesaleSCHWCharles Schwab$8,917,061$6,917,679 ▲346.0%113,9150.2%FinanceCWCurtiss-Wright$8,537,966$421,632 ▲5.2%26,9120.2%AerospaceEXPEagle Materials$8,513,761$370,173 ▲4.5%38,3630.2%ConstructionEQTEQT$8,447,845$299,631 ▲3.7%158,1130.2%EnergyBXPBoston Properties$8,400,635$1,282,684 ▼-13.2%125,0320.2%FinanceODFLOld Dominion Freight Line$8,182,687$289,202 ▲3.7%49,4580.2%TransportationRLIRLI$7,901,521$4,092,822 ▲107.5%98,3650.2%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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