
Entity | Amount | Change
09/30/2022 to 12/31/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
470,293 | -9,375 | $179,855 |
SPY | 470,293 | -9,475 | $179,855 |
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307,452 | +3,592 | $73,776 |
HCA | 307,452 | +3,592 | $73,776 |
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1,018,018 | -41,127 | $66,823 |
EFA | 1,018,018 | -41,127 | $66,823 |
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1,325,012 | -73,417 | $65,283 |
NEAR | 1,325,012 | -73,417 | $65,283 |
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354,532 | +2,068 | $49,766 |
VTV | 354,532 | +2,068 | $49,766 |
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192,645 | -4,892 | $39,263 |
VO | 192,645 | -4,892 | $39,263 |
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195,719 | -8,844 | $35,922 |
VB | 195,719 | -8,844 | $35,922 |
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126,940 | +8,883 | $33,802 |
QQQ | 126,940 | +8,883 | $33,802 |
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331,232 | -35,620 | $32,126 |
AGG | 331,232 | -35,620 | $32,126 |
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149,935 | -4,455 | $31,953 |
VUG | 149,935 | -4,455 | $31,953 |
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640,027 | -17,242 | $31,886 |
IGSB | 640,027 | -17,242 | $31,886 |
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225,893 | -1,594 | $29,350 |
AAPL | 225,893 | -1,594 | $29,350 |
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61,375 | -930 | $23,581 |
IVV | 61,375 | -930 | $23,581 |
![]() |
499,546 | -22,178 | $19,472 |
VWO | 499,546 | -22,178 | $19,472 |
![]() |
396,562 | -28,206 | $19,130 |
SCHO | 396,562 | -28,206 | $19,130 |
![]() |
597,420 | +526,185 | $18,974 |
BOCT | 597,420 | +526,185 | $18,974 |
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356,267 | +95,481 | $14,953 |
VEA | 356,267 | +95,481 | $14,953 |
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58,847 | -1,560 | $14,113 |
MSFT | 58,847 | -1,560 | $14,113 |
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103,683 | +75,596 | $8,801 |
ACWI | 103,683 | +75,596 | $8,801 |
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21,787 | -2,452 | $7,655 |
VOO | 21,787 | -2,452 | $7,655 |
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155,944 | -5,589 | $7,339 |
PWV | 155,944 | -5,589 | $7,339 |
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$6,532 | ||
BRK.B | 21,145 | -61 | $6,532 |
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75,618 | -26,875 | $6,352 |
AMZN | 75,618 | -26,875 | $6,352 |
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48,517 | -1,011 | $6,070 |
SDY | 48,517 | -1,011 | $6,070 |
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$5,946 | ||
JNJ | 33,962 | -29 | $5,999 |
Put | 300 | UNCH | $53 |
![]() |
37,808 | +587 | $5,741 |
VIG | 37,808 | +587 | $5,741 |
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76,460 | -1,360 | $5,612 |
PNFP | 76,460 | -1,360 | $5,612 |
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92,354 | -6,020 | $5,517 |
PWB | 92,354 | -6,020 | $5,517 |
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39,913 | +1,561 | $5,352 |
JPM | 39,913 | +1,561 | $5,352 |
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107,067 | +96,873 | $4,798 |
SCHB | 107,067 | +96,873 | $4,798 |
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156,886 | +152,001 | $4,736 |
PNOV | 156,886 | +152,001 | $4,736 |
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51,475 | +414 | $4,542 |
GOOGL | 51,475 | +414 | $4,542 |
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52,426 | +40,248 | $4,391 |
EFG | 52,426 | +40,248 | $4,391 |
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67,232 | -2,748 | $4,277 |
KO | 67,232 | -2,748 | $4,277 |
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208,806 | UNCH | $4,241 |
CORT | 208,806 | UNCH | $4,241 |
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67,452 | UNCH | $3,934 |
AER | 67,452 | UNCH | $3,934 |
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86,372 | -626 | $3,900 |
SCHX | 86,372 | -626 | $3,900 |
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164,897 | +146 | $3,882 |
CSTL | 164,897 | +146 | $3,882 |
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31,836 | +11,871 | $3,628 |
QUAL | 31,836 | +11,871 | $3,628 |
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30,452 | -49 | $3,379 |
MRK | 30,452 | -49 | $3,379 |
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13,704 | -48 | $3,283 |
CAT | 13,704 | -48 | $3,283 |
![]() |
34,182 | -1,479 | $3,248 |
ACWV | 34,182 | -1,479 | $3,248 |
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49,467 | -1,073 | $3,246 |
SCHM | 49,467 | -1,073 | $3,246 |
![]() |
12,760 | +6,622 | $3,086 |
IJH | 12,760 | +6,622 | $3,086 |
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20,256 | -262 | $3,070 |
PG | 20,256 | -262 | $3,070 |
![]() |
17,356 | +13,065 | $3,026 |
IWM | 17,356 | +13,065 | $3,026 |
![]() |
22,855 | -737 | $3,026 |
MGC | 22,855 | -737 | $3,026 |
![]() |
40,678 | -6,035 | $2,933 |
USMV | 40,678 | -6,035 | $2,933 |
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55,028 | +44,473 | $2,788 |
SPYG | 55,028 | +44,473 | $2,788 |
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12,236 | +22 | $2,542 |
V | 12,236 | +22 | $2,542 |
See Full List: All Stocks Held By Trustcore Financial Services LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Trustcore Financial Services LLC
![]() At 12/31/2022: $1,137,625 At 09/30/2022: $1,053,295 Trustcore Financial Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Trustcore Financial Services LLC 13F filings. Link to 13F filings: SEC filings |