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Steve Plummer

Equitable Trust Co

Assets Managed
$2.167B
Holdings
463
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
-3.26%(2Q avg: -0.15%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Equitable Trust Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 463 positions.

Assets under management

The assets under management (AUM) of Equitable Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.167B in assets, with a quarterly growth rate of -3.26% and a 2-quarter average growth rate of -0.15%. The portfolio is managed by Steve Plummer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -2.31%
8.72%
$188.782M
315,926 shares@ $597.55 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -2.79%
6.93%
$150.076M
1.702M shares@ $88.17 avg price
HCA
Hca Healthcare Inc
Recent Activity
Increased 1.29%
3.51%
$75.943M
160,475 shares@ $473.24 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.01%
3.25%
$70.285M
244,417 shares@ $287.57 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -0.54%
2.99%
$64.677M
329,649 shares@ $196.21 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.73%
2.21%
$47.83M
129,212 shares@ $370.17 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Decreased -0.78%
2.2%
$47.544M
548,756 shares@ $86.64 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.74%
2.17%
$46.871M
184,683 shares@ $253.79 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -6.78%
1.94%
$41.983M
146,354 shares@ $286.86 avg price
PRM
Perimeter Solutions Inc
Recent Activity
Decreased -13.71%
1.87%
$40.371M
1.653M shares@ $24.43 avg price

1-10 of 463