Whittier Trust Co. of Nevada Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Whittier Trust Co. of Nevada Inc. reported 1,347 stock positions worth $4.1 billion. Its top holding was Apple (AAPL) at 6.9% of the portfolio, followed by Microsoft (MSFT, 6.4%) and Nvidia (NVDA, 5.0%). Compared with Q3 2024, it opened 63 new positions, sold out of 60, added to 362 and reduced 292. The biggest buy was a new position in Targa Resources (TRGP) and the biggest sale Johnson & Johnson (JNJ, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- RENO, NV
- CIK
- 0001263548
- Portfolio Value
- $4.1B (Q4 2024)
- SEC Filing
- 0001839882-25-008236 ↗ filed Feb 11, 2025
Holdings Value
Holdings 1,347 stocks · $4.1B
| AAPL Apple Inc. | 6.87% | 1,117,416 | $279.8M | Add +2.5% |
| MSFT Microsoft Corp. | 6.41% | 619,025 | $260.9M | Add +2.6% |
| NVDA Nvidia Corp. | 4.99% | 1,513,218 | $203.2M | Add +4.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.45% | 239,605 | $140.4M | Add +0.9% |
| AMZN Amazon.com Inc. | 3.13% | 581,687 | $127.6M | Add +3.0% |
| GOOG Alphabet Inc. Class C | 3.01% | 643,422 | $122.5M | Add +5.0% |
| IVV iShares Core S&P 500 ETF | 2.29% | 158,661 | $93.4M | Add +2.5% |
| JPM JPMorgan Chase & Co. | 1.80% | 306,563 | $73.5M | Add +3.9% |
| V Visa Inc. Class A | 1.72% | 221,222 | $69.9M | Add +3.1% |
| AVGO Broadcom Inc. | 1.69% | 297,571 | $69.0M | Add +4.9% |
| IJH iShares Core S&P Midcap ETF | 1.52% | 990,291 | $61.7M | Add +1.1% |
| IEMG iShares Core MSCI Emerging | 1.28% | 1,001,448 | $52.3M | Add +0.2% |
| VWO Vanguard Ftse Emerging Marke | 1.25% | 1,159,111 | $51.0M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.20% | 107,636 | $48.8M | Add +2.6% |
| META Meta Platforms Inc. Class A | 1.11% | 77,001 | $45.1M | Add +6.8% |
| VEA Vanguard Ftse Developed ETF | 1.11% | 942,732 | $45.1M | Add +0.5% |
| MDY State Street SPDR S&P Midcap | 0.93% | 66,432 | $37.8M | Reduce -0.2% |
| CVX Chevron Corp. | 0.87% | 244,670 | $35.4M | Add +33.3% |
| ETN Eaton Corp. PLC | 0.86% | 105,964 | $35.2M | Add +2.9% |
| IWB iShares Russell 1000 ETF | 0.83% | 105,513 | $34.0M | Add +1.7% |
| NOW ServiceNow Inc. | 0.83% | 31,982 | $33.9M | Add +6.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.82% | 477,187 | $33.5M | Add +5.4% |
| GOOGL Alphabet Inc. Class A | 0.78% | 167,678 | $31.7M | Add +2.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.77% | 61,548 | $31.5M | Add +2.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.75% | 251,440 | $30.4M | Add +4.5% |
| IWM iShares Russell 2000 ETF | 0.73% | 135,198 | $29.9M | Add +0.0% |
| COST Costco Wholesale Corp. | 0.72% | 32,134 | $29.4M | Add +1.5% |
| LLY Eli Lilly & Co. | 0.72% | 37,728 | $29.1M | Add +19.4% |
| IWN iShares Russell 2000 Value E | 0.70% | 172,646 | $28.3M | Add +3.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.67% | 40 | $27.2M | No change |
| HON Honeywell International Inc. | 0.66% | 118,086 | $26.7M | Add +3.4% |
| IJR iShares Core S&P Small-Cap E | 0.64% | 225,031 | $25.9M | Add +2.8% |
| MRK Merck & Co. Inc. | 0.63% | 257,592 | $25.6M | Add +4.2% |
| GS Goldman Sachs Group Inc. | 0.62% | 43,978 | $25.2M | Add +25.0% |
| TRGP Targa Resources Corp. | 0.61% | 140,250 | $25.0M | New |
| CMG Chipotle Mexican Grill Inc. | 0.61% | 415,105 | $25.0M | Add +6.3% |
| PG The Procter & Gamble Co. | 0.61% | 148,886 | $25.0M | Add +12.2% |
| VOO Vanguard S&P 500 ETF | 0.59% | 44,257 | $23.8M | Add +0.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.57% | 87,988 | $23.2M | Reduce -0.0% |
| UNH Unitedhealth Group Inc. | 0.56% | 45,088 | $22.8M | Add +1.6% |
| PM Philip Morris International | 0.55% | 185,919 | $22.4M | Add +3.7% |
| BX Blackstone Inc. | 0.54% | 127,926 | $22.1M | Add +5.2% |
| RTX RTX Corp. | 0.54% | 190,336 | $22.0M | Add +5.5% |
| ABT Abbott Laboratories | 0.52% | 186,867 | $21.1M | Add +3.1% |
| TMO Thermo Fisher Scientific Inc. | 0.52% | 40,587 | $21.1M | Add +4.6% |
| JNJ Johnson & Johnson | 0.50% | 142,131 | $20.6M | Reduce -27.1% |
| LIN Linde PLC | 0.49% | 48,144 | $20.2M | Add +6.0% |
| IWR iShares Russell Mid-Cap ETF | 0.48% | 220,946 | $19.5M | Reduce -0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.47% | 170,264 | $19.0M | Add +3.8% |
| IWV iShares Russell 3000 ETF | 0.46% | 56,490 | $18.9M | Add +0.1% |
| CRM Salesforce Inc. | 0.45% | 54,988 | $18.4M | Add +15.3% |
| ABBV Abbvie Inc. | 0.44% | 100,719 | $17.9M | Add +1.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.43% | 65,557 | $17.7M | Add +0.1% |
| ISRG Intuitive Surgical Inc. | 0.43% | 33,806 | $17.6M | Add +45.8% |
| NSC Norfolk Southern Corp. | 0.43% | 74,333 | $17.4M | Add +2.3% |
| MCD McDonald's Corp. | 0.42% | 59,058 | $17.1M | Reduce -1.1% |
| HD Home Depot Inc. | 0.39% | 41,097 | $16.0M | Add +2.6% |
| URI United Rentals Inc. | 0.39% | 22,399 | $15.8M | Add +8.0% |
| PEP Pepsico Inc. | 0.38% | 100,830 | $15.3M | Reduce -19.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.37% | 63,355 | $15.2M | No change |
| XOM Exxon Mobil Corp. | 0.36% | 136,510 | $14.7M | Add +3.7% |
| XBI SS SPDR S&P Biotech ETF | 0.35% | 160,402 | $14.4M | Add +4.4% |
| PNC PNC Financial Services Group | 0.35% | 74,523 | $14.4M | Add +6.8% |
| DHR Danaher Corp. | 0.35% | 62,281 | $14.3M | Add +4.0% |
| CPRT Copart Inc. | 0.35% | 245,184 | $14.1M | Add +5.2% |
| ELV Elevance Health Inc. | 0.33% | 36,806 | $13.6M | Add +4.1% |
| MRSH Marsh & McLennan Cos | 0.33% | 62,768 | $13.3M | Add +4.7% |
| MSI Motorola Solutions Inc. | 0.33% | 28,795 | $13.3M | Add +5.9% |
| FICO Fair Isaac Corp. | 0.32% | 6,567 | $13.1M | Add +3.7% |
| WMT Walmart Inc. | 0.31% | 141,836 | $12.8M | Add +1.7% |
| EOG EOG Resources Inc. | 0.31% | 104,133 | $12.8M | Add +3.9% |
| CAT Caterpillar Inc. | 0.31% | 34,996 | $12.7M | Reduce -0.3% |
| SPGI S&P Global Inc. | 0.30% | 24,788 | $12.3M | Add +5.0% |
| MPWR Monolithic Power Systems Inc. | 0.30% | 20,862 | $12.3M | Add +4.4% |
| EWBC East West Bancorp Inc. | 0.30% | 126,315 | $12.1M | Add +4.3% |
| MDLZ Mondelez International Inc. Class A | 0.29% | 195,161 | $11.7M | Add +17.1% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.29% | 94,759 | $11.7M | Add +6.2% |
| ORCL Oracle Corp. | 0.28% | 69,231 | $11.5M | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.28% | 148,770 | $11.2M | Reduce -0.1% |
| AXP American Express Co. | 0.27% | 37,670 | $11.2M | Reduce -0.2% |
| TSLA Tesla Inc. | 0.27% | 27,472 | $11.1M | Add +125.7% |
| FTV Fortive Corp. | 0.27% | 147,381 | $11.1M | Add +6.1% |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 56,283 | $11.0M | Reduce -0.2% |
| IWO iShares Russell 2000 Growth | 0.27% | 37,705 | $10.9M | Add +2.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.26% | 25,256 | $10.7M | Reduce -0.5% |
| BXP BXP Inc. | 0.26% | 144,123 | $10.7M | Add +7.7% |
| SCHM Schwab US Mid Cap ETF | 0.25% | 370,764 | $10.3M | No change |
| IQV Iqvia Holdings Inc. | 0.25% | 51,614 | $10.1M | Add +4.9% |
| CSCO Cisco Systems Inc. | 0.25% | 169,926 | $10.1M | Add +2.2% |
| BLDR Builders Firstsource Inc. | 0.24% | 69,431 | $9.9M | Reduce -6.0% |
| VLO Valero Energy Corp. | 0.24% | 80,537 | $9.9M | Add +5.1% |
| INTU Intuit Inc. | 0.24% | 15,539 | $9.8M | Add +4.2% |
| ORLY O'reilly Automotive Inc. | 0.24% | 8,126 | $9.6M | Add +1.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.23% | 162,692 | $9.3M | Add +0.1% |
| CW Curtiss-Wright Corp. | 0.22% | 25,583 | $9.1M | Add +3.7% |
| EXP Eagle Materials Inc. | 0.22% | 36,695 | $9.1M | Add +4.2% |
| RBC RBC Bearings Inc. | 0.21% | 28,911 | $8.6M | Add +4.9% |
| ODFL Old Dominion Freight Line | 0.21% | 47,710 | $8.4M | Add +4.7% |
| BRO Brown & Brown Inc. | 0.20% | 81,739 | $8.3M | Add +4.3% |
| LOW Lowe's Cos Inc. | 0.20% | 33,169 | $8.2M | Add +5.1% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $647K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 540 | $645K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 90 | $2K | No change |
Total filed on the 13F, all lines: $4.1B.
Portfolio Sells Q3 2024 → Q4 2024
| JNJ Johnson & Johnson | Reduce -27.1% | 0.50% | −0.31 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -76.7% | 0.06% | −0.26 |
| AMD Advanced Micro Devices | Reduce -80.8% | 0.04% | −0.24 |
| PEP Pepsico Inc. | Reduce -19.9% | 0.38% | −0.18 |
| ABNB Airbnb Inc. Class A | Reduce -87.8% | 0.02% | −0.17 |
| ARE Alexandria Real Estate Equit | Reduce -96.9% | 0.00% | −0.14 |
| BLDR Builders Firstsource Inc. | Reduce -6.0% | 0.24% | −0.13 |
| AES AES Corp. | Reduce -75.9% | 0.02% | −0.12 |
| MDB Mongodb Inc. | Reduce -95.5% | 0.00% | −0.10 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.2% | 0.16% | −0.07 |
| CIVI Civitas Resources Inc. | Reduce -96.0% | 0.00% | −0.07 |
| AMAT Applied Materials Inc. | Reduce -71.3% | 0.02% | −0.07 |
| POR Portland General Electric Co. | Reduce -96.3% | 0.00% | −0.06 |
| MDY State Street SPDR S&P Midcap | Reduce -0.2% | 0.93% | −0.05 |
| MCD McDonald's Corp. | Reduce -1.1% | 0.42% | −0.05 |
| AWK American Water Works Co. Inc. | Reduce -24.1% | 0.07% | −0.05 |
| EFA iShares MSCI Eafe ETF | Reduce -0.1% | 0.28% | −0.05 |
| KO The Coca-Cola Co. | Reduce -6.2% | 0.15% | −0.04 |
| CAT Caterpillar Inc. | Reduce -0.3% | 0.31% | −0.04 |
| AGG iShares Core U.S. Aggregate | Reduce -67.2% | 0.02% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -3.6% | 0.17% | −0.04 |
| NKE Nike Inc. Class B | Reduce -6.5% | 0.12% | −0.04 |
| INTC Intel Corp. | Reduce -8.9% | 0.09% | −0.03 |
| GE General Electric | Reduce -0.5% | 0.15% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.0% | 0.57% | −0.03 |
| VCIT Vanguard Int-Term Corporate | Reduce -10.8% | 0.12% | −0.03 |
| EEM iShares MSCI Emerging Market | Reduce -2.4% | 0.15% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.6% | 0.48% | −0.03 |
| ADBE Adobe Inc. | Reduce -7.4% | 0.07% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.1% | 0.14% | −0.02 |
| PLD Prologis Inc. | Reduce -10.7% | 0.05% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -16.9% | 0.05% | −0.02 |
| AMT American Tower Corp. | Reduce -9.1% | 0.04% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.2% | 0.27% | −0.02 |
| CARR Carrier Global Corp. | Reduce -1.5% | 0.07% | −0.02 |
| DOW Dow Inc. | Reduce -28.3% | 0.02% | −0.02 |
| APTV Aptiv PLC | Reduce -54.1% | 0.01% | −0.02 |
| PFE Pfizer Inc. | Reduce -4.3% | 0.08% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -0.5% | 0.07% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -2.6% | 0.13% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.5% | 0.26% | −0.01 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -0.4% | 0.08% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -1.1% | 0.04% | −0.01 |
| ACN Accenture PLC Class A | Reduce -2.7% | 0.13% | −0.01 |
| SYK Stryker Corp. | Reduce -8.3% | 0.07% | −0.01 |
| BIIB Biogen Inc. | Reduce -1.0% | 0.03% | −0.01 |
| UHS Universal Health Services-B | Reduce -4.1% | 0.03% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -0.5% | 0.15% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.3% | 0.19% | −0.01 |
| CI The Cigna Group | Reduce -0.7% | 0.03% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| TRGP Targa Resources Corp. | New | 0.61% | +0.61 |
| NVDA Nvidia Corp. | Add +4.4% | 4.99% | +0.44 |
| AVGO Broadcom Inc. | Add +4.9% | 1.69% | +0.43 |
| AMZN Amazon.com Inc. | Add +3.0% | 3.13% | +0.42 |
| GOOG Alphabet Inc. Class C | Add +5.0% | 3.01% | +0.36 |
| AAPL Apple Inc. | Add +2.5% | 6.87% | +0.31 |
| JPM JPMorgan Chase & Co. | Add +3.9% | 1.80% | +0.20 |
| V Visa Inc. Class A | Add +3.1% | 1.72% | +0.19 |
| TSLA Tesla Inc. | Add +125.7% | 0.27% | +0.19 |
| CEG Constellation Energy | Add +3391.8% | 0.20% | +0.19 |
| CVX Chevron Corp. | Add +33.3% | 0.87% | +0.17 |
| ET Energy Transfer LP | New | 0.17% | +0.17 |
| GS Goldman Sachs Group Inc. | Add +25.0% | 0.62% | +0.17 |
| ISRG Intuitive Surgical Inc. | Add +45.8% | 0.43% | +0.14 |
| NOW ServiceNow Inc. | Add +6.0% | 0.83% | +0.14 |
| CRM Salesforce Inc. | Add +15.3% | 0.45% | +0.11 |
| ARIS WATER SOLUTIONS INC-A | Add +7161.6% | 0.10% | +0.10 |
| SUN Sunoco LP | New | 0.09% | +0.09 |
| NEE Nextera Energy Inc. | Add +158.1% | 0.17% | +0.09 |
| DDOG Datadog Inc. Class A | Add +113.4% | 0.15% | +0.09 |
| VERX Vertex Inc. Class A | Add +57.4% | 0.17% | +0.09 |
| TLN Talen Energy Corp. | New | 0.08% | +0.08 |
| PGR Progressive Corp. | Add +2169.7% | 0.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +2.4% | 0.78% | +0.08 |
| ENB Enbridge Inc. | Add +875.6% | 0.08% | +0.08 |
| GVI iShares Intermediate Governm | Add +839.0% | 0.08% | +0.07 |
| P Everpure Inc. Class A | Add +119.6% | 0.11% | +0.06 |
| AXON Axon Enterprise Inc. | Add +23.2% | 0.15% | +0.06 |
| BX Blackstone Inc. | Add +5.2% | 0.54% | +0.06 |
| DIS The Walt Disney Co. | Add +3.8% | 0.47% | +0.06 |
| KMI Kinder Morgan Inc. | Add +199.5% | 0.07% | +0.05 |
| HON Honeywell International Inc. | Add +3.4% | 0.66% | +0.05 |
| DSGX The Descartes Systems Grp | Add +963.0% | 0.04% | +0.04 |
| META Meta Platforms Inc. Class A | Add +6.8% | 1.11% | +0.04 |
| MINT PIMCO Enhanced Short Maturit | Add +258.3% | 0.06% | +0.04 |
| EWBC East West Bancorp Inc. | Add +4.3% | 0.30% | +0.04 |
| LULU Lululemon Athletica Inc. | Add +5.8% | 0.12% | +0.04 |
| EQT Eqt Corp. | Add +5.1% | 0.17% | +0.04 |
| CMG Chipotle Mexican Grill Inc. | Add +6.3% | 0.61% | +0.03 |
| SHW The Sherwin-Williams Co. | Add +42.7% | 0.18% | +0.03 |
| CPRT Copart Inc. | Add +5.2% | 0.35% | +0.03 |
| LPLA LPL Financial Holdings Inc. | Add +5.1% | 0.10% | +0.03 |
| WES Western Midstream Partners L | New | 0.03% | +0.03 |
| VRT Vertiv Holdings Co. Class A | Add +6.7% | 0.19% | +0.03 |
| LNG Cheniere Energy Inc. | Add +8.2% | 0.14% | +0.03 |
| KKR KKR & Co. Inc. | Add +6.5% | 0.19% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +11.4% | 0.14% | +0.02 |
| PLNT Planet Fitness Inc. Class A | Add +5.6% | 0.13% | +0.02 |
| WMT Walmart Inc. | Add +1.7% | 0.31% | +0.02 |
| PNC PNC Financial Services Group | Add +6.8% | 0.35% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,420 | $5.3B | NVDA, AAPL, GOOG, MSFT, AMZN |
| Q1 2026 | 1,408 | $4.9B | NVDA, AAPL, MSFT, GOOG, AMZN |
| Q4 2025 | 1,273 | $4.8B | MSFT, AAPL, NVDA, GOOG, SPY |
| Q3 2025 | 1,272 | $4.7B | MSFT, AAPL, NVDA, GOOG, SPY |
| Q2 2025 | 1,438 | $4.4B | MSFT, AAPL, NVDA, SPY, AMZN |
| Q1 2025 | 1,414 | $4.0B | AAPL, MSFT, NVDA, SPY, AMZN |
| Q4 2024 | 1,347 | $4.1B | AAPL, MSFT, NVDA, SPY, AMZN |
| Q3 2024 | 1,343 | $3.9B | MSFT, AAPL, NVDA, SPY, AMZN |
| Q2 2024 | 1,274 | $3.6B | MSFT, AAPL, NVDA, SPY, GOOG |
| Q1 2024 | 1,218 | $3.5B | MSFT, AAPL, NVDA, SPY, AMZN |