InvesTrust

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title
Mark T Williams - President/CEO
Location
Oklahoma City, OK
Holdings as of
31 Mar 2025
Value $
$365,589,066
Num holdings
91
Filing time
09 Apr 2025, 15:51:51 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included MSFT, VEA, JPM, AAPL, and PM.
Previous filing
Q4 2024 - 08 Jan 2025
Next filing
Q2 2025 - 02 Jul 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q1 compared to 2024 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Mark T Williams President/CEO Oklahoma City, Oklahoma 09 Apr 2025