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Denise Ledden

Trust Co Of Tennessee

Assets Managed
$537.026M
Holdings
8
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
6.7%(2Q avg: 6.41%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Trust Co Of Tennessee's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 8 positions.

Assets under management

The assets under management (AUM) of Trust Co Of Tennessee over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 537.026M in assets, with a quarterly growth rate of 6.7% and a 2-quarter average growth rate of 6.41%. The portfolio is managed by Denise Ledden, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 24.29%
35.44%
$190.279M
991,459 shares@ $191.92 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -3.09%
18.58%
$99.775M
228,436 shares@ $436.78 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -1.51%
17.32%
$92.99M
473,952 shares@ $196.21 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.96%
13.7%
$73.552M
123,091 shares@ $597.55 avg price
USRT
Ishares Core Us Reit Etf
Recent Activity
Increased 11.49%
13.61%
$73.084M
1.235M shares@ $59.2 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
New Position
0.71%
$3.802M
10,664 shares@ $356.57 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -12.43%
0.43%
$2.269M
3,473 shares@ $653.21 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
0.24%
$1.275M
1,961 shares@ $650.35 avg price

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