Advantage Trust Co - Portfolio overview

Advantage Trust Co has 195 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. VO - Vanguard Mid-Cap ETF, 12.11%
  2. JGRO - JP Morgan Active Growth ETF, 10.30%
  3. VTV - Vanguard Value ETF, 9.79%

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

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