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Sageworth Trust Co of South Dakota
Sageworth Trust Co of South Dakota is an institution, managing $106.1M across 49 long positions as of Q3 2025 with 79% ETF concentration, 66% concentrated in top 10 holdings, and 20% allocation to VTI.
- Portfolio Value
- $106.1M
- Positions
- 49
- Top Holding
- VTI at 20.41%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Sageworth Trust Co of South Dakota's portfolio (65.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $21.6M | 20.41% | +$2.4M Bought | — 66.0K shares | |
ETF ETF | $10.9M | 10.25% | -$295.2K Sold | — 147.9K shares | |
ETF ETF | $9.4M | 8.82% | +$398.0K Bought | — 15.3K shares | |
ETF ETF | $5.4M | 5.12% | +$237.5K Bought | — 75.4K shares | |
ETF ETF | $4.8M | 4.52% | -$187.0K Sold | — 70.0K shares | |
ETF ETF | $4.3M | 4.05% | — | — 31.1K shares | |
ETF ETF | $4.3M | 4.04% | +$313.8K Bought | — 130.6K shares | |
ETF ETF | $3.2M | 3.00% | +$305.5K Bought | — 48.9K shares | |
Specialty Retail Consumer Cyclical | $3.1M | 2.89% | +$69.2K Bought | 0.00% 14.0K shares | |
ETF ETF | $2.6M | 2.49% | +$150.9K Bought | — 82.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Sageworth Trust Co of South Dakota's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+109.28% | |
+32.88% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-22.64% |
Analytics
Portfolio insights and performance metrics for Sageworth Trust Co of South Dakota
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