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Chad Beaty

@Trust Co Of Toledo Na Oh

Latest period2024 - Q4ReportedManaged Assets$762.692MTotal holdings237
Assets growth rate3.21%Assets growth rate (2-Q avg)5.05%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Trust Co Of Toledo Na Oh's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 237 positions.

Assets under management

The assets under management (AUM) of Trust Co Of Toledo Na Oh over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 762.692M in assets, with a quarterly growth rate of 3.21% and a 2-quarter average growth rate of 5.05%. The portfolio is managed by Chad Beaty, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KOCoca-cola Co The
Recent Activity
Increased 1.54%
0.77%
$5.856M
94,051 shares@ $62.26 avg price
MCKMckesson Corp
Recent Activity
0.77%
$5.803M
10,183 shares@ $569.92 avg price
ETNEaton Corp Plc
Recent Activity
Increased 2.58%
0.72%
$5.428M
16,355 shares@ $331.88 avg price
VVisa Inc-a
Recent Activity
Increased 3.36%
0.71%
$5.36M
16,959 shares@ $316.04 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 10.17%
0.71%
$5.347M
11,003 shares@ $485.95 avg price
METAMeta Platforms Inc
Recent Activity
Increased 7.55%
0.68%
$5.14M
8,778 shares@ $585.52 avg price
DISDisney Walt Co
Recent Activity
Decreased -0.11%
0.67%
$5.06M
45,443 shares@ $111.35 avg price
CRMSalesforce Inc
Recent Activity
Increased 2.54%
0.66%
$4.996M
14,942 shares@ $334.34 avg price
QQQInvesco Qqq Trust Ser 1 Etf
Recent Activity
Increased 3.47%
0.65%
$4.944M
9,670 shares@ $511.23 avg price
ICEIntercontinentalexchange Group Inc
Recent Activity
Increased 6.2%
0.63%
$4.784M
32,107 shares@ $149.01 avg price