Filer Name: BANK OF JACKSON HOLE TRUST
CIK: 2040900
Period: 2024-12-31
Filed At: 2025-01-31
Number of Holdings: 516
Portfolio Value: $0.15B

Bank Of Jackson Hole Trust Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 29,699 $7M 4.95% - -
IWF US ISHARES RUSSELL 1000 GROWTH 17,629 $7M 4.71% - -
EFA US ISHARES MSCI EAFE ETF 92,957 $7M 4.68% - -
IJH US ISHARES CORE S&P MIDCAP ETF 94,866 $6M 3.94% - -
NVDA US NVIDIA CORP 43,363 $6M 3.88% - -
MSFT US MICROSOFT CORP 12,725 $5M 3.57% - -
IVV US ISHARES CORE S&P 500 ETF 7,338 $4M 2.88% - -
AMZN US AMAZON.COM INC 16,147 $4M 2.36% - -
GOOGL US ALPHABET INC-CL A 18,322 $3M 2.31% - -
IEMG US ISHARES CORE MSCI EMERGING 58,845 $3M 2.05% - -
IWD US ISHARES RUSSELL 1000 VALUE E 15,625 $3M 1.93% - -
IVW US ISHARES S&P 500 GROWTH ETF 26,206 $3M 1.77% - -
IAU US ISHARES GOLD TRUST 49,150 $2M 1.62% - -
JPM US JPMORGAN CHASE & CO 9,871 $2M 1.58% - -
V US VISA INC-CLASS A SHARES 6,929 $2M 1.46% - -
BLK US BLACKROCK INC 2,145 $2M 1.46% - -
LLY US ELI LILLY & CO 2,418 $2M 1.24% - -
VTV US VANGUARD VALUE ETF 10,998 $2M 1.24% - -
PG US PROCTER & GAMBLE CO/THE 10,673 $2M 1.19% - -
CDNS US CADENCE DESIGN SYS INC 5,277 $2M 1.06% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us