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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
WFCWells Fargo & Co
Recent Activity
Decreased -4.44%
0.21%
$1.597M
22,735 shares@ $70.24 avg price
CTSHCognizant Tech Solutions Corp-a
Recent Activity
Decreased -1.89%
0.21%
$1.543M
20,071 shares@ $76.91 avg price
USBUs Bancorp
Recent Activity
Decreased -1.12%
0.2%
$1.478M
30,901 shares@ $47.84 avg price
AWKAmerican Water Works Co Inc
Recent Activity
Decreased -3.55%
0.2%
$1.466M
11,776 shares@ $124.49 avg price
IJHIshares Core S&p Mid-cap Etf
Recent Activity
Decreased -0.31%
0.2%
$1.463M
23,481 shares@ $62.31 avg price
EXCExelon Corp
Recent Activity
Decreased -4.73%
0.18%
$1.334M
35,441 shares@ $37.64 avg price
MDTMedtronic Plc
Recent Activity
Decreased -8.97%
0.17%
$1.291M
16,168 shares@ $79.88 avg price
KLACKla Corp
Recent Activity
Decreased -2.45%
0.17%
$1.253M
1,988 shares@ $630.13 avg price
TSLATesla Inc
Recent Activity
Decreased -5.72%
0.17%
$1.237M
3,063 shares@ $403.85 avg price
DDominion Resources Inc Va
Recent Activity
Decreased -10.72%
0.16%
$1.192M
22,140 shares@ $53.86 avg price