Whittier Trust Co. of Nevada Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Whittier Trust Co. of Nevada Inc. reported 1,414 stock positions worth $4.0 billion. Its top holding was Apple (AAPL) at 6.3% of the portfolio, followed by Microsoft (MSFT, 5.9%) and Nvidia (NVDA, 3.5%). Compared with Q4 2024, it opened 115 new positions, sold out of 50, added to 482 and reduced 323. The biggest buy was Chevron (CVX, shares +29%) and the biggest sale Nvidia (NVDA, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- RENO, NV
- CIK
- 0001263548
- Portfolio Value
- $4.0B (Q1 2025)
- SEC Filing
- 0001999371-25-005290 ↗ filed May 2, 2025
Holdings Value
Holdings 1,414 stocks · $4.0B
| AAPL Apple Inc. | 6.34% | 1,130,892 | $251.2M | Add +1.2% |
| MSFT Microsoft Corp. | 5.95% | 627,578 | $235.6M | Add +1.4% |
| NVDA Nvidia Corp. | 3.46% | 1,265,051 | $137.1M | Reduce -16.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.39% | 240,050 | $134.3M | Add +0.2% |
| AMZN Amazon.com Inc. | 2.88% | 598,372 | $113.8M | Add +2.9% |
| GOOG Alphabet Inc. Class C | 2.62% | 663,582 | $103.7M | Add +3.1% |
| IVV iShares Core S&P 500 ETF | 2.26% | 159,155 | $89.4M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 1.93% | 310,881 | $76.3M | Add +1.4% |
| V Visa Inc. Class A | 1.80% | 203,454 | $71.3M | Reduce -8.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.49% | 110,610 | $58.9M | Add +2.8% |
| IJH iShares Core S&P Midcap ETF | 1.46% | 989,127 | $57.7M | Reduce -0.1% |
| IEMG iShares Core MSCI Emerging | 1.36% | 1,001,275 | $54.0M | Reduce -0.0% |
| CVX Chevron Corp. | 1.34% | 316,149 | $52.9M | Add +29.2% |
| META Meta Platforms Inc. Class A | 1.33% | 91,562 | $52.8M | Add +18.9% |
| AVGO Broadcom Inc. | 1.29% | 305,459 | $51.1M | Add +2.6% |
| VWO Vanguard Ftse Emerging Marke | 1.27% | 1,109,084 | $50.2M | Reduce -4.3% |
| VEA Vanguard Ftse Developed ETF | 1.21% | 940,972 | $47.8M | Reduce -0.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.93% | 485,366 | $36.7M | Add +1.7% |
| MDY State Street SPDR S&P Midcap | 0.91% | 67,732 | $36.1M | Add +2.0% |
| LLY Eli Lilly & Co. | 0.82% | 39,213 | $32.4M | Add +3.9% |
| IWB iShares Russell 1000 ETF | 0.82% | 105,513 | $32.4M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.81% | 40 | $31.9M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.80% | 260,043 | $31.7M | Add +3.4% |
| NOW ServiceNow Inc. | 0.79% | 39,375 | $31.3M | Add +23.1% |
| COST Costco Wholesale Corp. | 0.78% | 32,571 | $30.8M | Add +1.4% |
| PM Philip Morris International | 0.75% | 187,819 | $29.8M | Add +1.0% |
| ETN Eaton Corp. PLC | 0.75% | 109,466 | $29.8M | Add +3.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.74% | 62,451 | $29.3M | Add +1.5% |
| IWM iShares Russell 2000 ETF | 0.68% | 134,755 | $26.9M | Reduce -0.3% |
| IWN iShares Russell 2000 Value E | 0.68% | 177,631 | $26.8M | Add +2.9% |
| GOOGL Alphabet Inc. Class A | 0.67% | 170,876 | $26.4M | Add +1.9% |
| RTX RTX Corp. | 0.66% | 196,707 | $26.1M | Add +3.4% |
| PG The Procter & Gamble Co. | 0.65% | 150,993 | $25.7M | Add +1.4% |
| HON Honeywell International Inc. | 0.65% | 120,881 | $25.6M | Add +2.4% |
| ABT Abbott Laboratories | 0.63% | 189,146 | $25.1M | Add +1.2% |
| GS Goldman Sachs Group Inc. | 0.62% | 44,943 | $24.6M | Add +2.2% |
| IJR iShares Core S&P Small-Cap E | 0.60% | 229,008 | $23.9M | Add +1.8% |
| UNH Unitedhealth Group Inc. | 0.60% | 45,657 | $23.9M | Add +1.3% |
| MRK Merck & Co. Inc. | 0.60% | 263,833 | $23.7M | Add +2.4% |
| JNJ Johnson & Johnson | 0.59% | 141,418 | $23.5M | Reduce -0.5% |
| LIN Linde PLC | 0.58% | 49,433 | $23.0M | Add +2.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.57% | 87,814 | $22.7M | Reduce -0.2% |
| VOO Vanguard S&P 500 ETF | 0.57% | 43,984 | $22.6M | Reduce -0.6% |
| CMG Chipotle Mexican Grill Inc. | 0.55% | 434,793 | $21.8M | Add +4.7% |
| ABBV Abbvie Inc. | 0.54% | 101,532 | $21.3M | Add +0.8% |
| TRGP Targa Resources Corp. | 0.52% | 103,321 | $20.7M | Reduce -26.3% |
| TMO Thermo Fisher Scientific Inc. | 0.52% | 41,189 | $20.5M | Add +1.5% |
| XOM Exxon Mobil Corp. | 0.47% | 157,385 | $18.7M | Add +15.3% |
| BX Blackstone Inc. | 0.47% | 132,188 | $18.5M | Add +3.3% |
| MCD McDonald's Corp. | 0.45% | 57,574 | $18.0M | Reduce -2.5% |
| IWV iShares Russell 3000 ETF | 0.45% | 56,593 | $18.0M | Add +0.2% |
| NSC Norfolk Southern Corp. | 0.45% | 75,692 | $17.9M | Add +1.8% |
| IWR iShares Russell Mid-Cap ETF | 0.44% | 203,505 | $17.3M | Reduce -7.9% |
| ISRG Intuitive Surgical Inc. | 0.43% | 34,574 | $17.1M | Add +2.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.43% | 173,143 | $17.1M | Add +1.7% |
| PNC PNC Financial Services Group | 0.43% | 97,157 | $17.1M | Add +30.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.42% | 64,764 | $16.6M | Reduce -1.2% |
| ELV Elevance Health Inc. | 0.42% | 37,816 | $16.4M | Add +2.7% |
| MRSH Marsh & McLennan Cos | 0.40% | 64,679 | $15.8M | Add +3.0% |
| CRM Salesforce Inc. | 0.39% | 57,044 | $15.3M | Add +3.7% |
| HD Home Depot Inc. | 0.37% | 40,162 | $14.7M | Reduce -2.3% |
| URI United Rentals Inc. | 0.37% | 23,462 | $14.7M | Add +4.8% |
| CPRT Copart Inc. | 0.36% | 254,529 | $14.4M | Add +3.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.36% | 64,419 | $14.3M | Add +1.7% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.36% | 110,067 | $14.2M | Add +16.1% |
| PEP Pepsico Inc. | 0.35% | 92,382 | $13.9M | Reduce -8.4% |
| XBI SS SPDR S&P Biotech ETF | 0.34% | 166,718 | $13.5M | Add +3.9% |
| MSI Motorola Solutions Inc. | 0.34% | 30,743 | $13.5M | Add +6.8% |
| COP Conocophillips | 0.34% | 127,811 | $13.4M | Add +812.0% |
| MDLZ Mondelez International Inc. Class A | 0.33% | 195,374 | $13.3M | Add +0.1% |
| SPGI S&P Global Inc. | 0.33% | 25,565 | $13.0M | Add +3.1% |
| DHR Danaher Corp. | 0.33% | 63,039 | $12.9M | Add +1.2% |
| WMT Walmart Inc. | 0.33% | 146,584 | $12.9M | Add +3.4% |
| FICO Fair Isaac Corp. | 0.32% | 6,901 | $12.7M | Add +5.1% |
| MPWR Monolithic Power Systems Inc. | 0.32% | 21,721 | $12.6M | Add +4.1% |
| ORLY O'reilly Automotive Inc. | 0.31% | 8,446 | $12.1M | Add +3.9% |
| EFA iShares MSCI Eafe ETF | 0.30% | 146,585 | $12.0M | Reduce -1.5% |
| EWBC East West Bancorp Inc. | 0.30% | 131,981 | $11.8M | Add +4.5% |
| CAT Caterpillar Inc. | 0.29% | 34,589 | $11.4M | Reduce -1.2% |
| FTV Fortive Corp. | 0.28% | 152,464 | $11.2M | Add +3.5% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 56,221 | $10.9M | Reduce -0.1% |
| VLO Valero Energy Corp. | 0.27% | 81,028 | $10.7M | Add +0.6% |
| BRO Brown & Brown Inc. | 0.27% | 85,503 | $10.6M | Add +4.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.27% | 25,157 | $10.6M | Reduce -0.4% |
| CSCO Cisco Systems Inc. | 0.26% | 167,320 | $10.3M | Reduce -1.5% |
| AXP American Express Co. | 0.25% | 37,329 | $10.0M | Reduce -0.9% |
| SCHM Schwab US Mid Cap ETF | 0.25% | 383,114 | $10.0M | Add +3.3% |
| IWO iShares Russell 2000 Growth | 0.25% | 38,242 | $9.8M | Add +1.4% |
| ORCL Oracle Corp. | 0.24% | 69,362 | $9.7M | Add +0.2% |
| RBC RBC Bearings Inc. | 0.24% | 30,018 | $9.7M | Add +3.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.24% | 156,940 | $9.5M | Reduce -3.5% |
| IQV Iqvia Holdings Inc. | 0.24% | 53,604 | $9.5M | Add +3.9% |
| BLDR Builders Firstsource Inc. | 0.23% | 72,177 | $9.0M | Add +4.0% |
| SCHW Schwab (charles) Corp. | 0.23% | 113,915 | $8.9M | Add +346.0% |
| CW Curtiss-Wright Corp. | 0.22% | 26,912 | $8.5M | Add +5.2% |
| EXP Eagle Materials Inc. | 0.21% | 38,363 | $8.5M | Add +4.5% |
| EQT Eqt Corp. | 0.21% | 158,113 | $8.4M | Add +3.7% |
| BXP BXP Inc. | 0.21% | 125,032 | $8.4M | Reduce -13.3% |
| ODFL Old Dominion Freight Line | 0.21% | 49,458 | $8.2M | Add +3.7% |
| RLI Rli Corp. | 0.20% | 98,365 | $7.9M | Add +3.7% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $763K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 544 | $653K | Add +0.7% |
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | 2,100 | $104K | New |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 3 | $4K | New |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 90 | $2K | No change |
Total filed on the 13F, all lines: $4.0B.
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -16.4% | 3.46% | −1.53 |
| EOG EOG Resources Inc. | Reduce -86.4% | 0.05% | −0.27 |
| INTU Intuit Inc. | Reduce -74.0% | 0.06% | −0.18 |
| TRGP Targa Resources Corp. | Reduce -26.3% | 0.52% | −0.09 |
| DPZ Domino's Pizza Inc. | Reduce -80.4% | 0.02% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.1% | 1.46% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -0.3% | 0.68% | −0.05 |
| BXP BXP Inc. | Reduce -13.3% | 0.21% | −0.05 |
| IWR iShares Russell Mid-Cap ETF | Reduce -7.9% | 0.44% | −0.04 |
| NKE Nike Inc. Class B | Reduce -13.4% | 0.09% | −0.03 |
| PEP Pepsico Inc. | Reduce -8.4% | 0.35% | −0.03 |
| CAT Caterpillar Inc. | Reduce -1.2% | 0.29% | −0.02 |
| AXP American Express Co. | Reduce -0.9% | 0.25% | −0.02 |
| HD Home Depot Inc. | Reduce -2.3% | 0.37% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.7% | 0.17% | −0.02 |
| BLK BlackRock Inc. | Reduce -2.9% | 0.17% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.6% | 0.57% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.2% | 0.42% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -5.1% | 0.09% | −0.01 |
| ANET Arista Networks Inc. | Reduce -3.3% | 0.03% | −0.01 |
| DINO HF Sinclair Corp. | Reduce -8.1% | 0.09% | −0.01 |
| DEO Diageo PLC-Sponsored ADR | Reduce -25.6% | 0.02% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -13.3% | 0.10% | −0.01 |
| SYK Stryker Corp. | Reduce -19.1% | 0.06% | −0.01 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −0.01 |
| SYF Synchrony Financial | Reduce -3.3% | 0.04% | −0.01 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Reduce -4.9% | 0.07% | −0.01 |
| VXF Vanguard Extended Market ETF | Reduce -12.7% | 0.04% | −0.01 |
| AMD Advanced Micro Devices | Reduce -9.2% | 0.03% | −0.01 |
| BA The Boeing Co. | Reduce -5.1% | 0.11% | −0.01 |
| AES AES Corp. | Reduce -32.9% | 0.01% | −0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -13.3% | 0.05% | −0.01 |
| PFE Pfizer Inc. | Reduce -6.7% | 0.07% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.7% | 0.08% | −0.01 |
| UGI Ugi Corp. | Reduce -74.1% | 0.00% | −0.01 |
| GIS General Mills Inc. | Reduce -8.7% | 0.04% | −0.01 |
| APTV Aptiv PLC | Reduce -50.5% | 0.01% | −0.01 |
| ABNB Airbnb Inc. Class A | Reduce -16.1% | 0.02% | −0.00 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -18.5% | 0.03% | −0.00 |
| BN Brookfield Corp. | Sold out | 0.00% | −0.00 |
| CP Canadian Pacific Kansas City | Reduce -70.7% | 0.00% | −0.00 |
| PLD Prologis Inc. | Reduce -16.1% | 0.05% | −0.00 |
| UPS United Parcel Service Class B | Reduce -9.7% | 0.02% | −0.00 |
| KSS Kohls Corp. | Reduce -99.5% | 0.00% | −0.00 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −0.00 |
| TTE Totalenergies SE -Spon ADR | Reduce -65.9% | 0.00% | −0.00 |
| HUBB Hubbell Inc. | Reduce -2.5% | 0.01% | −0.00 |
| RVTY Revvity Inc. | Sold out | 0.00% | −0.00 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -96.8% | 0.00% | −0.00 |
| AGG iShares Core U.S. Aggregate | Reduce -23.2% | 0.01% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| CVX Chevron Corp. | Add +29.2% | 1.34% | +0.47 |
| COP Conocophillips | Add +812.0% | 0.34% | +0.30 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.8% | 1.49% | +0.29 |
| META Meta Platforms Inc. Class A | Add +18.9% | 1.33% | +0.23 |
| PM Philip Morris International | Add +1.0% | 0.75% | +0.20 |
| SCHW Schwab (charles) Corp. | Add +346.0% | 0.23% | +0.18 |
| COF Capital One Financial Corp. | Add +5215.5% | 0.18% | +0.17 |
| JPM JPMorgan Chase & Co. | Add +1.4% | 1.93% | +0.12 |
| REXR Rexford Industrial Realty Inc. | Add +7979.9% | 0.12% | +0.12 |
| RTX RTX Corp. | Add +3.4% | 0.66% | +0.12 |
| ABT Abbott Laboratories | Add +1.2% | 0.63% | +0.11 |
| XOM Exxon Mobil Corp. | Add +15.3% | 0.47% | +0.11 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.7% | 0.93% | +0.10 |
| LLY Eli Lilly & Co. | Add +3.9% | 0.82% | +0.10 |
| ABBV Abbvie Inc. | Add +0.8% | 0.54% | +0.10 |
| SGOV iShares 0-3 Month Treasury B | New | 0.10% | +0.10 |
| BROS Dutch Bros Inc. Class A | New | 0.09% | +0.09 |
| LIN Linde PLC | Add +2.7% | 0.58% | +0.09 |
| ELV Elevance Health Inc. | Add +2.7% | 0.42% | +0.08 |
| INVH Invitation Homes Inc. | Add +59.6% | 0.18% | +0.08 |
| PNC PNC Financial Services Group | Add +30.4% | 0.43% | +0.08 |
| SUI Sun Communities Inc. | Add +16.1% | 0.36% | +0.07 |
| MRSH Marsh & McLennan Cos | Add +3.0% | 0.40% | +0.07 |
| ORLY O'reilly Automotive Inc. | Add +3.9% | 0.31% | +0.07 |
| BRO Brown & Brown Inc. | Add +4.6% | 0.27% | +0.06 |
| COST Costco Wholesale Corp. | Add +1.4% | 0.78% | +0.05 |
| TJX TJX Companies Inc. | Add +3.4% | 0.80% | +0.05 |
| MDLZ Mondelez International Inc. Class A | Add +0.1% | 0.33% | +0.05 |
| ARIS WATER SOLUTIONS INC-A | Add +6.6% | 0.15% | +0.05 |
| MCK McKesson Corp. | Add +6.6% | 0.19% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +1.3% | 0.60% | +0.04 |
| EQT Eqt Corp. | Add +3.7% | 0.21% | +0.04 |
| PG The Procter & Gamble Co. | Add +1.4% | 0.65% | +0.04 |
| AMGN Amgen Inc. | Add +1.6% | 0.18% | +0.04 |
| IBM Intl Business Machines Corp. | Add +4.5% | 0.18% | +0.03 |
| RBC RBC Bearings Inc. | Add +3.8% | 0.24% | +0.03 |
| PGR Progressive Corp. | Add +10.1% | 0.11% | +0.03 |
| GLD SPDR Gold Shares | Add +8.3% | 0.11% | +0.03 |
| VLO Valero Energy Corp. | Add +0.6% | 0.27% | +0.03 |
| BIZD Vaneck BDC Income ETF | New | 0.03% | +0.03 |
| IAU iShares Gold Trust | Add +3.8% | 0.13% | +0.03 |
| DG Dollar General Corp. | Add +4.8% | 0.13% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Add +298.7% | 0.04% | +0.03 |
| CASY Casey's General Stores Inc. | Add +4.6% | 0.17% | +0.03 |
| SPGI S&P Global Inc. | Add +3.1% | 0.33% | +0.02 |
| TDY Teledyne Technologies Inc. | Add +3.8% | 0.20% | +0.02 |
| GWRE Guidewire Software Inc. | Add +5.1% | 0.15% | +0.02 |
| NSC Norfolk Southern Corp. | Add +1.8% | 0.45% | +0.02 |
| NFLX Netflix Inc. | Add +109.3% | 0.04% | +0.02 |
| ECL Ecolab Inc. | Add +2.6% | 0.18% | +0.02 |
Notes & Other Activity Q4 2024 → Q1 2025
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +0.7% | 544 | $653K |
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | New | 2,100 | $104K |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | New | 3 | $4K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |