Sentinel Trust Co Lba as of June 30, 2024
Portfolio Holdings for Sentinel Trust Co Lba
Sentinel Trust Co Lba holds 137 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P 1500 Index Fund (ITOT) | 27.3 | $222M | 1.9M | 118.78 | |
| iShares Russell 3000 Index (IWV) | 11.2 | $91M | 295k | 308.67 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 8.8 | $72M | 1.2M | 60.30 | |
| Ishares Inc msci emrg chn (EMXC) | 2.9 | $23M | 393k | 59.20 | |
| Apple (AAPL) | 2.7 | $22M | 103k | 210.62 | |
| JPMorgan BetaBuilders Japan ETF (BBJP) | 2.4 | $20M | 352k | 56.43 | |
| Spdr S&p 500 Etf (SPY) | 2.3 | $19M | 35k | 544.23 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 2.1 | $17M | 292k | 58.64 | |
| iShares MSCI ACWI Index Fund (ACWI) | 2.1 | $17M | 150k | 112.40 | |
| Ishares Inc core msci emkt (IEMG) | 2.0 | $16M | 306k | 53.53 | |
| 2023 Etf Series Trust (EAGL) | 1.6 | $13M | 494k | 26.47 | |
| Microsoft Corporation (MSFT) | 1.5 | $12M | 27k | 446.94 | |
| iShares Gold Trust (IAU) | 1.3 | $10M | 236k | 43.93 | |
| Vanguard Admiral Fds Inc cmn (IVOO) | 1.2 | $9.6M | 97k | 99.11 | |
| Invesco Qqq Trust Series 1 (QQQ) | 1.2 | $9.6M | 20k | 479.10 | |
| BLACKROCK MUN TARGET TERM TR SHARES Of Ben (BTT) | 1.2 | $9.4M | 451k | 20.77 | |
| Palantir Technologies (PLTR) | 1.1 | $9.3M | 368k | 25.33 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 1.1 | $9.0M | 170k | 53.13 | |
| Quanta Services (PWR) | 1.1 | $8.9M | 35k | 254.10 | |
| iShares S&P Global Energy Sector (IXC) | 1.1 | $8.8M | 213k | 41.51 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $7.1M | 62k | 115.13 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $7.1M | 35k | 202.25 | |
| Network Associates Inc cl a (NET) | 0.8 | $6.7M | 81k | 82.83 | |
| Procter & Gamble Company (PG) | 0.8 | $6.4M | 39k | 164.91 | |
| ADR Novo-Nordisk Adr (NVO) | 0.8 | $6.3M | 44k | 142.74 | |
| FLEXSHARES TR MORNSTAR usmkt (TILT) | 0.7 | $6.0M | 30k | 199.83 | |
| S&p Global (SPGI) | 0.7 | $5.7M | 13k | 445.99 | |
| Coca-Cola Company (KO) | 0.7 | $5.4M | 85k | 63.65 | |
| Vanguard Europe Pacific ETF (VEA) | 0.6 | $5.1M | 104k | 49.42 | |
| Facebook Inc cl a (META) | 0.6 | $4.7M | 9.4k | 504.20 | |
| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.5 | $4.2M | 63k | 66.35 | |
| Dimensional Etf Trust (DFEV) | 0.5 | $4.1M | 148k | 27.50 | |
| Cadence Bank (CADE) | 0.5 | $4.1M | 143k | 28.28 | |
| Industrial SPDR (XLI) | 0.5 | $3.9M | 32k | 121.86 | |
| iShares Russell Microcap Index (IWC) | 0.5 | $3.8M | 34k | 114.01 | |
| Health Care SPDR (XLV) | 0.5 | $3.7M | 25k | 145.77 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.4 | $3.7M | 6.8k | 535.09 | |
| Duke Energy (DUK) | 0.4 | $3.4M | 34k | 100.22 | |
| Energy Transfer Equity (ET) | 0.4 | $3.4M | 207k | 16.22 | |
| Berkshire Hathaway (BRK.A) | 0.4 | $3.1M | 5.00 | 612200.00 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.4 | $3.0M | 26k | 117.47 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $3.0M | 15k | 194.52 | |
| UnitedHealth (UNH) | 0.4 | $2.9M | 5.7k | 509.31 | |
| Pepsi (PEP) | 0.4 | $2.9M | 17k | 164.94 | |
| Technology SPDR (XLK) | 0.3 | $2.8M | 12k | 226.19 | |
| ADR Nestle SA Sponsored Adr (NSRGY) | 0.3 | $2.7M | 26k | 102.09 | |
| Abbvie (ABBV) | 0.3 | $2.7M | 16k | 171.52 | |
| Merck & Co (MRK) | 0.3 | $2.6M | 21k | 123.79 | |
| Weyerhaeuser Company (WY) | 0.3 | $2.6M | 93k | 28.39 | |
| Chevron Corporation (CVX) | 0.3 | $2.5M | 16k | 156.44 | |
| Vanguard Scottsdale Fds vng rus1000grw (VONG) | 0.3 | $2.3M | 24k | 93.80 | |
| Union Pacific Corporation (UNP) | 0.3 | $2.3M | 10k | 226.30 | |
| McDonald's Corporation (MCD) | 0.3 | $2.2M | 8.6k | 254.85 | |
| Dimensional Etf Trust (DFIV) | 0.3 | $2.1M | 58k | 35.93 | |
| Tyson Foods (TSN) | 0.3 | $2.1M | 37k | 57.15 | |
| Shell Plc Spon Ads Adr (SHEL) | 0.2 | $2.0M | 28k | 72.17 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.2 | $1.8M | 25k | 72.65 | |
| Mondelez Int (MDLZ) | 0.2 | $1.6M | 25k | 65.46 | |
| CVS Caremark Corporation (CVS) | 0.2 | $1.6M | 28k | 59.04 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $1.6M | 8.7k | 183.47 | |
| Johnson & Johnson (JNJ) | 0.2 | $1.5M | 10k | 146.12 | |
| Hologic (HOLX) | 0.2 | $1.5M | 20k | 74.25 | |
| Vanguard Esg International Stock Etf etf (VSGX) | 0.2 | $1.5M | 26k | 57.26 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $1.4M | 34k | 42.60 | |
| Automatic Data Processing (ADP) | 0.2 | $1.4M | 6.0k | 238.62 | |
| Materials SPDR (XLB) | 0.2 | $1.4M | 16k | 88.29 | |
| iShares S&P Global Financials Sect. (IXG) | 0.2 | $1.3M | 16k | 85.06 | |
| BlackRock | 0.2 | $1.3M | 1.6k | 787.08 | |
| Jp Morgan Exchange Traded Fd ultra shrt etf (JMST) | 0.2 | $1.3M | 25k | 50.75 | |
| Abbott Laboratories (ABT) | 0.2 | $1.2M | 12k | 103.94 | |
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $1.2M | 4.5k | 267.51 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $1.2M | 6.4k | 182.13 | |
| Financial Select Sector SPDR (XLF) | 0.1 | $1.2M | 28k | 41.12 | |
| Ishares Tr etf msci usa (ESGU) | 0.1 | $1.1M | 9.4k | 119.32 | |
| Spdr Ser Tr sp500 fosl etf (SPYX) | 0.1 | $1.1M | 25k | 44.59 | |
| Consumer Discretionary SPDR (XLY) | 0.1 | $1.1M | 6.0k | 182.43 | |
| Vaneck Vectors Etf Tr vietnam etf (VNM) | 0.1 | $1.0M | 85k | 12.16 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $1.0M | 13k | 78.34 | |
| Honeywell International (HON) | 0.1 | $990k | 4.6k | 213.55 | |
| Amazon (AMZN) | 0.1 | $967k | 5.0k | 193.25 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $933k | 12k | 76.56 | |
| Home Depot (HD) | 0.1 | $929k | 2.7k | 344.07 | |
| ADR TotalEnergies SE Adr (TTE) | 0.1 | $920k | 14k | 66.67 | |
| Bank of America Corporation (BAC) | 0.1 | $916k | 23k | 39.76 | |
| Comcast Corporation (CMCSA) | 0.1 | $819k | 21k | 39.14 | |
| Flexshares Tr qualt divd idx (QDF) | 0.1 | $818k | 12k | 66.50 | |
| Equinix (EQIX) | 0.1 | $757k | 1.0k | 757.00 | |
| Nautilus Biotechnology (NAUT) | 0.1 | $737k | 315k | 2.34 | |
| Main Street Capital Corporation (MAIN) | 0.1 | $700k | 14k | 50.48 | |
| Ishares Tr msci eafe esg (ESGD) | 0.1 | $615k | 7.8k | 78.80 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $596k | 1.5k | 406.83 | |
| Metals Acquisition (MTAL) | 0.1 | $589k | 43k | 13.70 | |
| Zoetis Inc Cl A (ZTS) | 0.1 | $558k | 3.2k | 173.40 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $556k | 5.5k | 100.31 | |
| iShares Dow Jones US Real Estate (IYR) | 0.1 | $549k | 6.3k | 87.70 | |
| JPMorgan BetaBuilders Europe ETF (BBEU) | 0.1 | $545k | 9.3k | 58.90 | |
| Qualcomm (QCOM) | 0.1 | $538k | 2.7k | 199.26 | |
| Madison Sqr Gardn Enrtmt Cl A Ord (MSGE) | 0.1 | $493k | 14k | 34.23 | |
| Vanguard Energy ETF (VDE) | 0.1 | $471k | 3.7k | 127.61 | |
| Blackrock Health Sciencs Tr (BMEZ) | 0.1 | $468k | 31k | 15.36 | |
| Chubb (CB) | 0.1 | $437k | 1.7k | 254.96 | |
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.1 | $432k | 10k | 41.50 | |
| Organogenesis Hldgs (ORGO) | 0.1 | $417k | 149k | 2.80 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $397k | 3.7k | 106.61 | |
| Wal-Mart Stores (WMT) | 0.0 | $396k | 5.8k | 67.78 | |
| 374water (SCWO) | 0.0 | $360k | 300k | 1.20 | |
| Linde (LIN) | 0.0 | $355k | 808.00 | 439.36 | |
| iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) | 0.0 | $340k | 17k | 19.81 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $338k | 4.2k | 81.15 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $333k | 2.8k | 120.87 | |
| ADR ASML Holding Registry Adr (ASML) | 0.0 | $323k | 316.00 | 1022.15 | |
| Hometrust Bancshares (HTB) | 0.0 | $316k | 11k | 30.00 | |
| QCR Holdings (QCRH) | 0.0 | $302k | 5.0k | 60.04 | |
| Equity Bancshares Cl-a (EQBK) | 0.0 | $301k | 8.6k | 35.15 | |
| Independent Bank Corporation (IBCP) | 0.0 | $299k | 11k | 26.97 | |
| Vanguard Growth ETF (VUG) | 0.0 | $292k | 780.00 | 374.36 | |
| Pfizer (PFE) | 0.0 | $283k | 10k | 27.94 | |
| Phillips 66 (PSX) | 0.0 | $282k | 2.0k | 141.28 | |
| Schlumberger (SLB) | 0.0 | $280k | 5.9k | 47.19 | |
| Old Second Ban (OSBC) | 0.0 | $279k | 19k | 14.79 | |
| ADR Lvmh Moet Henn Adr (LVMUY) | 0.0 | $276k | 1.8k | 153.08 | |
| Proshares Tr cmn (SPXE) | 0.0 | $276k | 4.7k | 58.45 | |
| Kinder Morgan (KMI) | 0.0 | $269k | 14k | 19.84 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $266k | 1.5k | 182.82 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $265k | 2.8k | 96.36 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $265k | 20k | 13.16 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $237k | 1.7k | 137.39 | |
| Visa (V) | 0.0 | $236k | 899.00 | 262.51 | |
| Blackrock Science & Tech Tr shs ben int (BSTZ) | 0.0 | $235k | 12k | 19.88 | |
| Progressive Corporation (PGR) | 0.0 | $233k | 1.1k | 207.85 | |
| Snowflake Inc Cl A (SNOW) | 0.0 | $227k | 1.7k | 135.28 | |
| Goldman Sachs (GS) | 0.0 | $226k | 500.00 | 452.00 | |
| Tesla Motors (TSLA) | 0.0 | $222k | 1.1k | 198.04 | |
| Home Ban (HBCP) | 0.0 | $204k | 5.1k | 40.00 | |
| Rbb Bancorp (RBB) | 0.0 | $198k | 11k | 18.86 | |
| Heritage Commerce (HTBK) | 0.0 | $196k | 23k | 8.71 | |
| Creative Edge Nutrition (FITX) | 0.0 | $0 | 10k | 0.00 |