• 13F History

InvesTrust

13F Filings History

Latest 13F report
Q1 2025 - Apr 9, 2025
Value $
$366M
Signature - Title
Mark T Williams - President/CEO
Location
Oklahoma City, OK
Summary
This page shows a list of all the recent 13F filings made by InvesTrust. Form 13F is required to be filed within 45 days of the end of a calendar quarter. InvesTrust reported 91 stock holdings with total value $366M as of Q1 2025. Top holdings included MSFT, VEA, JPM, AAPL, and PM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 91 $366M +$7.77M -$6.25M +$1.52M MSFT, VEA, JPM, AAPL, PM 13F-HR 4/9/2025, 03:51 PM
Q4 2024 94 $360M $0 $0 MSFT, AAPL, JPM, VEA, LLY 13F-HR 1/8/2025, 01:47 PM