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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
MSMorgan Stanley
Recent Activity
Increased 4.22%
0.41%
$3.075M
24,459 shares@ $125.72 avg price
CMCSAComcast Corp-a
Recent Activity
Increased 11.8%
0.4%
$3.03M
80,742 shares@ $37.53 avg price
TAt&t Inc
Recent Activity
Increased 14.91%
0.4%
$2.98M
130,888 shares@ $22.78 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 3.01%
0.39%
$2.946M
5,824 shares@ $505.87 avg price
DUKDuke Energy Corp
Recent Activity
Decreased -0.3%
0.39%
$2.943M
27,316 shares@ $107.75 avg price
MCOMoody's Corp
Recent Activity
0.38%
$2.854M
6,030 shares@ $473.37 avg price
METMetlife Inc
Recent Activity
Decreased -0.5%
0.38%
$2.826M
34,515 shares@ $81.88 avg price
APDAir Products & Chemicals Inc
Recent Activity
Increased 6.78%
0.37%
$2.775M
9,568 shares@ $290.05 avg price
BMYBristol Myers Squibb
Recent Activity
Increased 21.76%
0.35%
$2.64M
46,679 shares@ $56.56 avg price
SLBSchlumberger Ltd
Recent Activity
Decreased -5.44%
0.35%
$2.598M
67,758 shares@ $38.34 avg price