Truist Financial Top Holdings and 13F Report (2025)

About Truist Financial

Truist Financial NYSE: TFC has filed 13-F forms with the SEC as an investor. Truist Financial is itself a publicly traded company. Truist Financial Corporation, a financial services company, provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings. For more information on Truist Financial stock, visit the Truist Financial stock profile here.

Investment Activity

Truist Financial has $63.91 billion in total holdings as of December 31, 2024.
Truist Financial owns shares of 2,488 different stocks, but just 207 companies or ETFs make up 80% of its holdings.
Approximately 5.07% of the portfolio was purchased this quarter.
About 4.30% of the portfolio was sold this quarter.
This quarter, Truist Financial has purchased 2,483 new stocks and bought additional shares in 1,078 stocks.
Truist Financial sold shares of 1,160 stocks and completely divested from 163 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $4,281,702,114
SPDR S&P 500 ETF Trust: $2,031,217,209
Apple: $1,829,029,374
Microsoft: $1,770,139,488
iShares U.S. Treasury Bond ETF: $1,538,665,393

Largest New Holdings this Quarter

BLACKROCK INC: $222,791,894 Holding
ARISTA NETWORKS INC: $45,665,911 Holding
LAM RESEARCH CORP: $31,071,617 Holding
FIRST TR EXCHNG TRADED FD VI: $8,764,596 Holding
EXPEDIA GROUP INC: $6,897,376 Holding

Largest Purchases this Quarter

BLACKROCK INC: 217,335 shares (about $222.79M)
iShares Core MSCI Emerging Markets ETF: 2,509,418 shares (about $131.04M)
iShares Core S&P Mid-Cap ETF: 1,899,518 shares (about $118.36M)
iShares Core MSCI EAFE ETF: 1,626,219 shares (about $114.29M)
Financial Select Sector SPDR Fund: 2,040,919 shares (about $98.64M)

Largest Sales this Quarter

SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: 2,227,691 shares (about $203.68M)
Invesco S&P 500 Equal Weight ETF: 618,384 shares (about $108.36M)
Utilities Select Sector SPDR Fund: 1,168,092 shares (about $88.41M)
SPDR S&P 500 ETF Trust: 135,829 shares (about $79.61M)
iShares 1-3 Year Treasury Bond ETF: 763,213 shares (about $62.57M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$4,281,702,114	$55,305,897 ▼	-1.3%	7,273,395	6.7%	ETF
SPY SPDR S&P 500 ETF Trust	$2,031,217,209	$79,606,656 ▼	-3.8%	3,465,768	3.2%	Finance
AAPL Apple	$1,829,029,374	$53,374,269 ▲	3.0%	7,303,847	2.9%	Computer and Technology
MSFT Microsoft	$1,770,139,488	$2,233,950 ▲	0.1%	4,199,619	2.8%	Computer and Technology
GOVT iShares U.S. Treasury Bond ETF	$1,538,665,393	$35,477,305 ▲	2.4%	66,956,719	2.4%	ETF
NVDA NVIDIA	$1,277,549,310	$20,862,756 ▲	1.7%	9,513,362	2.0%	Computer and Technology
VOO Vanguard S&P 500 ETF	$1,081,048,942	$28,742,279 ▼	-2.6%	2,006,364	1.7%	ETF
KO Coca-Cola	$978,474,749	$27,068,469 ▼	-2.7%	15,715,945	1.5%	Consumer Staples
AMZN Amazon.com	$919,276,394	$16,645,559 ▲	1.8%	4,190,147	1.4%	Retail/Wholesale
IWF iShares Russell 1000 Growth ETF	$883,262,782	$4,195,306 ▲	0.5%	2,199,469	1.4%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$800,931,655	$108,359,429 ▼	-11.9%	4,570,745	1.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$688,815,132	$19,032,808 ▲	2.8%	7,108,515	1.1%	Finance
JPM JPMorgan Chase & Co.	$688,582,754	$3,521,820 ▲	0.5%	2,872,565	1.1%	Finance
GOOG Alphabet	$682,067,649	$4,367,551 ▼	-0.6%	3,581,536	1.1%	Computer and Technology
AVGO Broadcom	$675,888,505	$4,865,394 ▲	0.7%	2,915,323	1.1%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$623,937,262	$114,290,671 ▲	22.4%	8,877,878	1.0%	ETF
XLK Technology Select Sector SPDR Fund	$617,407,796	$5,500,493 ▼	-0.9%	2,655,289	1.0%	ETF
IJR iShares Core S&P Small-Cap ETF	$592,268,083	$17,016,610 ▲	3.0%	5,140,324	0.9%	ETF
IJH iShares Core S&P Mid-Cap ETF	$581,947,450	$118,358,972 ▲	25.5%	9,339,551	0.9%	ETF
QQQ Invesco QQQ	$541,938,372	$22,141,875 ▼	-3.9%	1,060,068	0.8%	Finance
META Meta Platforms	$527,685,998	$20,602,918 ▲	4.1%	901,242	0.8%	Computer and Technology
VTV Vanguard Value ETF	$507,786,524	$2,562,355 ▼	-0.5%	2,999,330	0.8%	ETF
V Visa	$504,847,680	$258,521 ▲	0.1%	1,597,417	0.8%	Business Services
XLF Financial Select Sector SPDR Fund	$484,338,690	$98,637,612 ▲	25.6%	10,021,492	0.8%	ETF
GOOGL Alphabet	$466,541,903	$941,578 ▲	0.2%	2,464,564	0.7%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$463,075,690	$55,405,709 ▲	13.6%	2,501,354	0.7%	ETF
HD Home Depot	$458,694,939	$29,243,482 ▼	-6.0%	1,179,195	0.7%	Retail/Wholesale
XLV Health Care Select Sector SPDR Fund	$425,552,021	$37,388,637 ▲	9.6%	3,093,349	0.7%	ETF
VUG Vanguard Growth ETF	$403,915,394	$13,275,277 ▼	-3.2%	984,103	0.6%	ETF
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$370,653,513	$5,950,839 ▼	-1.6%	7,371,788	0.6%	Manufacturing
ABBV AbbVie	$367,368,851	$21,340,351 ▼	-5.5%	2,067,354	0.6%	Medical
WMT Walmart	$353,042,207	$4,026,718 ▼	-1.1%	3,907,496	0.6%	Retail/Wholesale
MBB iShares MBS ETF	$339,352,843	$16,197,929 ▼	-4.6%	3,701,493	0.5%	ETF
MRK Merck & Co., Inc.	$333,039,205	$11,240,642 ▼	-3.3%	3,347,801	0.5%	Medical
IWR iShares Russell Mid-Cap ETF	$324,849,099	$5,483,451 ▲	1.7%	3,674,764	0.5%	ETF
IWM iShares Russell 2000 ETF	$321,456,869	$11,678,180 ▲	3.8%	1,454,819	0.5%	Finance
BRK.B Berkshire Hathaway	$316,573,981	$16,295,419 ▼	-4.9%	698,407	0.5%	Finance
ADI Analog Devices	$316,387,329	$1,955,057 ▲	0.6%	1,489,162	0.5%	Computer and Technology
ORCL Oracle	$299,234,204	$1,836,539 ▼	-0.6%	1,795,693	0.5%	Computer and Technology
UNH UnitedHealth Group	$296,754,968	$14,882,896 ▼	-4.8%	586,635	0.5%	Medical
TSLA Tesla	$286,240,516	$6,859,221 ▲	2.5%	708,797	0.4%	Auto/Tires/Trucks
LLY Eli Lilly and Company	$283,158,821	$5,490,465 ▲	2.0%	366,786	0.4%	Medical
COST Costco Wholesale	$282,704,702	$4,083,811 ▼	-1.4%	308,539	0.4%	Retail/Wholesale
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$279,955,743	$203,677,795 ▼	-42.1%	3,061,968	0.4%	ETF
PM Philip Morris International	$278,040,307	$21,941,493 ▲	8.6%	2,310,264	0.4%	Consumer Staples
IEI iShares 3-7 Year Treasury Bond ETF	$260,322,600	$12,447,855 ▼	-4.6%	2,252,900	0.4%	ETF
RTX RTX	$259,367,965	$77,764 ▼	0.0%	2,241,341	0.4%	Aerospace
XLC Communication Services Select Sector SPDR Fund	$256,048,375	$4,598,958 ▲	1.8%	2,644,855	0.4%	ETF
EFA iShares MSCI EAFE ETF	$255,013,016	$10,172,494 ▲	4.2%	3,372,742	0.4%	Finance
XLY Consumer Discretionary Select Sector SPDR Fund	$238,818,215	$14,936,781 ▼	-5.9%	1,064,489	0.4%	Finance
CVX Chevron	$238,361,551	$5,241,034 ▲	2.2%	1,645,689	0.4%	Oils/Energy
XOM Exxon Mobil	$238,045,239	$1,324,402 ▼	-0.6%	2,212,933	0.4%	Oils/Energy
NFLX Netflix	$234,150,180	$4,871,072 ▲	2.1%	262,700	0.4%	Consumer Discretionary
JNJ Johnson & Johnson	$228,826,562	$28,241,553 ▼	-11.0%	1,582,260	0.4%	Medical
SHY iShares 1-3 Year Treasury Bond ETF	$224,915,080	$62,568,201 ▼	-21.8%	2,743,536	0.4%	Manufacturing
BLACKROCK INC	$222,791,894	$222,791,894 ▲	New Holding	217,335	0.3%	COM
PNC The PNC Financial Services Group	$218,428,559	$2,940,192 ▲	1.4%	1,132,634	0.3%	Finance
XLP Consumer Staples Select Sector SPDR Fund	$216,425,207	$21,414,701 ▲	11.0%	2,753,151	0.3%	ETF
UNP Union Pacific	$214,850,309	$23,032 ▲	0.0%	942,161	0.3%	Transportation
PG Procter & Gamble	$207,689,702	$3,777,155 ▼	-1.8%	1,238,829	0.3%	Consumer Staples
IAU iShares Gold Trust	$205,976,099	$74,633,451 ▲	56.8%	4,160,293	0.3%	Finance
PEP PepsiCo	$197,971,312	$21,469,958 ▼	-9.8%	1,301,929	0.3%	Consumer Staples
TFC Truist Financial	$197,787,171	$7,587,292 ▼	-3.7%	4,559,409	0.3%	Finance
VONG Vanguard Russell 1000 Growth ETF	$196,427,432	$11,534,685 ▲	6.2%	1,901,524	0.3%	ETF
DGRO iShares Core Dividend Growth ETF	$192,733,743	$7,821,894 ▲	4.2%	3,142,056	0.3%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$189,453,101	$131,041,798 ▲	224.3%	3,627,980	0.3%	ETF
VTI Vanguard Total Stock Market ETF	$183,381,879	$13,997,820 ▲	8.3%	632,766	0.3%	ETF
ETN Eaton	$182,938,486	$10,800,717 ▼	-5.6%	551,235	0.3%	Industrial Products
VIG Vanguard Dividend Appreciation ETF	$180,874,447	$5,513,985 ▼	-3.0%	923,630	0.3%	ETF
IBM International Business Machines	$178,295,861	$10,901,596 ▲	6.5%	811,062	0.3%	Computer and Technology
AMGN Amgen	$168,997,655	$3,097,185 ▼	-1.8%	648,395	0.3%	Medical
BND Vanguard Total Bond Market ETF	$160,426,450	$85,910,582 ▲	115.3%	2,230,934	0.3%	ETF
ABT Abbott Laboratories	$159,906,706	$6,965,203 ▼	-4.2%	1,413,727	0.3%	Medical
QCOM QUALCOMM	$158,380,962	$6,948,078 ▼	-4.2%	1,030,992	0.2%	Computer and Technology
ETR Entergy	$157,171,081	$80,484,983 ▲	105.0%	2,072,950	0.2%	Utilities
DVY iShares Select Dividend ETF	$156,901,996	$5,843,453 ▲	3.9%	1,195,080	0.2%	ETF
IWY iShares Russell Top 200 Growth ETF	$156,295,072	$4,729,634 ▼	-2.9%	664,322	0.2%	ETF
PWR Quanta Services	$151,658,743	$5,754,004 ▲	3.9%	479,857	0.2%	Construction
TRGP Targa Resources	$147,981,931	$18,937,075 ▼	-11.3%	829,030	0.2%	Oils/Energy
BKNG Booking	$146,910,297	$2,936,318 ▲	2.0%	29,569	0.2%	Retail/Wholesale
VPL Vanguard FTSE Pacific ETF	$146,838,634	$6,008,280 ▲	4.3%	2,066,985	0.2%	ETF
IWB iShares Russell 1000 ETF	$145,900,821	$15,382,177 ▲	11.8%	452,883	0.2%	ETF
CSCO Cisco Systems	$145,530,048	$25,081,973 ▲	20.8%	2,458,278	0.2%	Computer and Technology
MA Mastercard	$144,585,068	$2,244,768 ▼	-1.5%	274,579	0.2%	Business Services
VEU Vanguard FTSE All-World ex-US ETF	$144,142,446	$41,405,815 ▼	-22.3%	2,510,755	0.2%	ETF
BK Bank of New York Mellon	$144,107,444	$7,634,902 ▲	5.6%	1,875,667	0.2%	Finance
KLAC KLA	$143,710,066	$5,250,785 ▼	-3.5%	228,068	0.2%	Computer and Technology
VO Vanguard Mid-Cap ETF	$141,907,902	$634,705 ▲	0.4%	537,265	0.2%	ETF
CRM Salesforce	$141,287,296	$8,746,079 ▲	6.6%	422,598	0.2%	Computer and Technology
SCHW Charles Schwab	$140,745,397	$4,393,307 ▲	3.2%	1,901,708	0.2%	Finance
BAC Bank of America	$137,213,874	$329,405 ▲	0.2%	3,122,045	0.2%	Finance
TT Trane Technologies	$136,594,192	$1,317,103 ▼	-1.0%	369,823	0.2%	Construction
DIS Walt Disney	$136,043,731	$19,876,417 ▼	-12.7%	1,221,767	0.2%	Consumer Discretionary
LOW Lowe's Companies	$135,481,023	$9,626,922 ▼	-6.6%	548,951	0.2%	Retail/Wholesale
CSL Carlisle Companies	$133,776,223	$4,981,177 ▲	3.9%	362,695	0.2%	Multi-Sector Conglomerates
LMT Lockheed Martin	$132,111,316	$996,661 ▲	0.8%	271,868	0.2%	Aerospace
EMR Emerson Electric	$131,433,568	$2,666,230 ▼	-2.0%	1,060,547	0.2%	Industrial Products
ISRG Intuitive Surgical	$129,494,074	$3,809,263 ▲	3.0%	248,092	0.2%	Medical
MCD McDonald's	$127,196,345	$3,556,367 ▼	-2.7%	438,775	0.2%	Retail/Wholesale
MO Altria Group	$126,441,092	$27,355,305 ▲	27.6%	2,418,074	0.2%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Truist Financial Top Holdings and 13F Report (2025)

About Truist Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Truist Financial Top Holdings and 13F Report (2025)

About Truist Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTruist Financial

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools