HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE COMPUTER INC COM |
1,043,680 | +2,255 | $172,103 |
| AAPL | 1,043,680 | +2,255 | $172,103 |
| MICROSOFT CORP COM |
575,991 | -8,023 | $166,052 |
| MSFT | 575,991 | -8,023 | $166,052 |
| SPDR TR S&P 500 (SPY) |
265,928 | -15,586 | $108,868 |
| SPY | 265,928 | -15,586 | $108,868 |
| ALPHABET INC CL C |
580,527 | +11,057 | $60,375 |
| GOOG | 580,527 | +11,057 | $60,375 |
| ISHARES S&P 500 INDEX (IVV) |
141,468 | +1,847 | $58,153 |
| IVV | 141,468 | +1,847 | $58,153 |
| AMAZON COM INC COM |
535,823 | +25,111 | $55,345 |
| AMZN | 535,823 | +25,111 | $55,345 |
 BERKSHIRE HATHAWAY INC DEL CL B NEW |
$50,405 | ||
| BRK.B | 101,423 | +2,335 | $31,315 |
| BRK.A | 41 | UNCH | $19,090 |
| VISA INC COM CL A |
214,965 | +3,198 | $48,466 |
| V | 214,965 | +3,198 | $48,466 |
| ISHARES S&P MIDCAP 400 INDEX (IJH) |
183,688 | +5,278 | $45,951 |
| IJH | 183,688 | +5,278 | $45,951 |
| NVIDIA CORP COM |
161,119 | +12,518 | $44,752 |
| NVDA | 161,119 | +12,518 | $44,752 |
| VANGUARD EMERGING MARKET EQUITY ETF (VWO) |
1,061,197 | +81,177 | $42,872 |
| VWO | 1,061,197 | +81,177 | $42,872 |
| ISHARES INC CORE MSCI EMKT (IEMG) |
840,516 | +10,111 | $41,009 |
| IEMG | 840,516 | +10,111 | $41,009 |
| JP MORGAN CHASE & CO COM |
308,853 | +3,446 | $40,246 |
| JPM | 308,853 | +3,446 | $40,246 |
| VANGUARD FTSE DEVELOPED MARKETS (VEA) |
889,410 | +24,881 | $40,166 |
| VEA | 889,410 | +24,881 | $40,166 |
| JOHNSON & JOHNSON COM |
208,252 | +920 | $32,279 |
| JNJ | 208,252 | +920 | $32,279 |
| MIDCAP SPDR TR UNIT SER 1 (MDY) |
68,642 | -7,925 | $31,465 |
| MDY | 68,642 | -7,925 | $31,465 |
| CHEVRON CORP COM |
174,634 | +4,118 | $28,493 |
| CVX | 174,634 | +4,118 | $28,493 |
| PEPSICO INC COM |
145,629 | +2,631 | $26,548 |
| PEP | 145,629 | +2,631 | $26,548 |
| NIKE INC CL B |
203,044 | +3,697 | $24,901 |
| NKE | 203,044 | +3,697 | $24,901 |
| ISHARES RUSSELL 2000 INDEX (IWM) |
138,522 | -12,263 | $24,712 |
| IWM | 138,522 | -12,263 | $24,712 |
| ISHARES S&P SMALL CAP 600 (IJR) |
250,700 | +7,489 | $24,243 |
| IJR | 250,700 | +7,489 | $24,243 |
| ISHARES RUSSELL 2000 VALUE (IWN) |
173,553 | +22,704 | $23,780 |
| IWN | 173,553 | +22,704 | $23,780 |
| MERCK & CO INC NEW COM |
223,001 | +4,284 | $23,725 |
| MRK | 223,001 | +4,284 | $23,725 |
| ISHARES TR RUSSELL 1000 (IWB) |
102,540 | +405 | $23,095 |
| IWB | 102,540 | +405 | $23,095 |
| ISHARES TR CORE MSCI EAFE (IEFA) |
340,731 | +5,987 | $22,778 |
| IEFA | 340,731 | +5,987 | $22,778 |
| THERMO FISHER SCIENTIFIC INCCOM |
37,946 | +1,586 | $21,870 |
| TMO | 37,946 | +1,586 | $21,870 |
| HONEYWELL INTL INC COM |
108,424 | +2,212 | $20,722 |
| HON | 108,424 | +2,212 | $20,722 |
| UNITEDHEALTH GROUP INC COM |
43,162 | +1,096 | $20,397 |
| UNH | 43,162 | +1,096 | $20,397 |
| INVESCO QQQ TR SER 1 |
60,468 | -7,416 | $19,405 |
| QQQ | 60,468 | -7,416 | $19,405 |
| MCDONALDS CORP COM |
65,387 | +13 | $18,282 |
| MCD | 65,387 | +13 | $18,282 |
| ABBOTT LABS COM |
178,483 | -14,121 | $18,073 |
| ABT | 178,483 | -14,121 | $18,073 |
| VANGUARD INDEX FDS MID CAP ETF (VO) |
85,614 | +3 | $18,058 |
| VO | 85,614 | +3 | $18,058 |
| TJX COS INC |
228,677 | -24,413 | $17,919 |
| TJX | 228,677 | -24,413 | $17,919 |
| DISNEY WALT CO COM DISNEY |
175,691 | -6,551 | $17,592 |
| DIS | 175,691 | -6,551 | $17,592 |
| PROCTER & GAMBLE CO COM |
115,141 | +2,234 | $17,120 |
| PG | 115,141 | +2,234 | $17,120 |
| ELEVANCE HEALTH INC |
37,054 | +1,321 | $17,037 |
| ELV | 37,054 | +1,321 | $17,037 |
| VANGUARD INDEX FDS S&P 500 ETF SHS (VOO) |
45,273 | -220 | $17,026 |
| VOO | 45,273 | -220 | $17,026 |
| EATON CORP PLC SHS |
95,960 | +2,633 | $16,442 |
| ETN | 95,960 | +2,633 | $16,442 |
| ALPHABET INC CL A |
156,403 | -13,193 | $16,224 |
| GOOGL | 156,403 | -13,193 | $16,224 |
| ISHARES RUSSELL MIDCAP INDEX (IWR) |
212,224 | +6,143 | $14,839 |
| IWR | 212,224 | +6,143 | $14,839 |
| NORFOLK SOUTHERN CORP COM |
69,855 | +1,677 | $14,809 |
| NSC | 69,855 | +1,677 | $14,809 |
| BROADCOM INC |
22,700 | +794 | $14,563 |
| AVGO | 22,700 | +794 | $14,563 |
| DANAHER CORP DEL COM |
57,456 | +2,543 | $14,481 |
| DHR | 57,456 | +2,543 | $14,481 |
| COSTCO WHSL CORP NEW COM |
29,097 | +725 | $14,457 |
| COST | 29,097 | +725 | $14,457 |
| META PLATFORMS INC CL A |
65,610 | +2,301 | $13,905 |
| META | 65,610 | +2,301 | $13,905 |
| LINDE PLC SHS |
38,970 | +1,614 | $13,851 |
| LIN | 38,970 | +1,614 | $13,851 |
| RAYTHEON TECHNOLOGIES CORP COM |
141,436 | +2,416 | $13,851 |
| RTX | 141,436 | +2,416 | $13,851 |
| SHERWIN WILLIAMS CO COM |
56,465 | +1,380 | $12,691 |
| SHW | 56,465 | +1,380 | $12,691 |
| VANGUARD INTERM CORP (VCIT) |
156,433 | -42,667 | $12,549 |
| VCIT | 156,433 | -42,667 | $12,549 |
| EXXON MOBIL CORP COM |
113,569 | +1,256 | $12,454 |
| XOM | 113,569 | +1,256 | $12,454 |
See Full List: All Stocks Held By Whittier Trust Co. of Nevada Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Whittier Trust Co. of Nevada Inc.
|
Size ($ in 1000's)
At 03/31/2023: $2,721,469 At 12/31/2022: $2,535,457 Whittier Trust Co. of Nevada Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Whittier Trust Co. of Nevada Inc. 13F filings. Link to 13F filings: SEC filings |
