EQUITABLE TRUST CO - Portfolio overview

EQUITABLE TRUST CO has 513 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VOO - Vanguard S&P 500 ETF, 12.95%
2. IAU - iShares Gold Trust ETF, 10.02%
3. HCA - HCA Healthcare Inc, 4.29%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.