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Edward M. Kwiatkowski

@Truist Financial Corp

Latest period2024 - Q3ReportedManaged Assets$63.81BTotal holdings2483
Assets growth rate-2.95%Assets growth rate (2-Q avg)-1.69%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Truist Financial Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2483 positions.

Assets under management

The assets under management (AUM) of Truist Financial Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 63.81B in assets, with a quarterly growth rate of -2.95% and a 2-quarter average growth rate of -1.69%. The portfolio is managed by Edward M. Kwiatkowski, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Increased 7.15%
6.66%
$4.25B
7.367M shares@ $576.82 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 1.37%
3.24%
$2.066B
3.602M shares@ $573.77 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -10.61%
2.83%
$1.805B
4.194M shares@ $430.3 avg price
AAPLApple Inc
Recent Activity
Increased 1.38%
2.59%
$1.652B
7.091M shares@ $233.0 avg price
GOVTIshares Tr
Recent Activity
Increased 20.37%
2.41%
$1.534B
65.413M shares@ $23.46 avg price
KOCoca Cola Co
Recent Activity
Decreased -1.29%
1.82%
$1.161B
16.151M shares@ $71.87 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.34%
1.79%
$1.136B
9.358M shares@ $121.44 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -12.51%
1.71%
$1.087B
2.06M shares@ $527.68 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -28.35%
1.46%
$929.684M
5.189M shares@ $179.17 avg price
IWFIshares Tr
Recent Activity
Increased 0.38%
1.29%
$821.715M↓ Put
2.189M shares@ $375.39 avg price