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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
GLDSpdr Gold Shares Etf
Recent Activity
Increased 7.29%
0.28%
$2.087M
8,618 shares@ $242.13 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Increased 41.54%
0.28%
$2.08M
3,861 shares@ $538.82 avg price
CMECme Group Inc
Recent Activity
Increased 1.22%
0.28%
$2.07M
8,914 shares@ $232.23 avg price
JCIJohnson Controls Intl Plc
Recent Activity
Increased 2.36%
0.28%
$2.069M
26,218 shares@ $78.94 avg price
GISGeneral Mills Inc
Recent Activity
Decreased -6.56%
0.27%
$2.031M
31,846 shares@ $63.77 avg price
TJXTjx Companies Inc
Recent Activity
Increased 11.78%
0.27%
$2.023M
16,744 shares@ $120.82 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -1.37%
0.26%
$1.956M
21,436 shares@ $91.25 avg price
TFCTruist Financial Corp
Recent Activity
Increased 0.15%
0.26%
$1.948M
44,910 shares@ $43.39 avg price
BRK.BBerkshire Hathaway Inc-b
Recent Activity
Increased 2.79%
0.26%
$1.942M
4,285 shares@ $453.29 avg price
IVVIshares S&p 500 Index Etf
Recent Activity
0.26%
$1.94M
3,296 shares@ $588.68 avg price