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Andrea Freeman

@Trust Co Of Vermont

Latest period2024 - Q4ReportedManaged Assets$2.059BTotal holdings1051
Assets growth rate3.19%Assets growth rate (2-Q avg)5.79%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Trust Co Of Vermont's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1051 positions.

Assets under management

The assets under management (AUM) of Trust Co Of Vermont 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 2.059B in assets, with a quarterly growth rate of 3.19% and a 2-quarter average growth rate of 5.79%. The portfolio is managed by Andrea Freeman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 2.74%
7.02%
$144.358M
576,462 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 5.15%
4.6%
$94.539M
224,291 shares@ $421.51 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Increased 1.39%
3.51%
$72.208M
379,163 shares@ $190.45 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.32%
3.37%
$69.282M
315,793 shares@ $219.4 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 1.53%
2.72%
$55.843M
123,197 shares@ $453.28 avg price
JPMJp Morgan Chase & Co
Recent Activity
Increased 1.65%
2.5%
$51.375M
214,320 shares@ $239.71 avg price
COSTCostco Wholesale Corporation
Recent Activity
Decreased -0.74%
2.28%
$46.843M
51,124 shares@ $916.28 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.88%
2.09%
$42.932M
319,696 shares@ $134.3 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.55%
1.65%
$33.925M
57,941 shares@ $585.52 avg price
MAMastercard Inc
Recent Activity
Increased 0.83%
1.55%
$31.901M
60,583 shares@ $526.57 avg price