Heartland Bank & Trust Co

Q4 2024 13F Holdings

  • Location
    bloomington, IL
  • Num holdings

    139

  • Value ($000)

    $184,106

  • Date Filed
    01/22/2025
  • Form type
    13F-HR
  • CIK
    0001866040
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IGF
IGF

iShares Global Infrastructure ETF

COM
$15.08M
8 %

288,535

AAPL
AAPL

Apple Inc.

COM
$13.05M
7 %

52,108

MSFT
MSFT

Microsoft Corporation

COM
$9.80M
5 %

23,246

NVDA
NVDA

NVIDIA Corporation

COM
$9.17M
5 %

68,254

DJP
DJP

iPath Bloomberg Commodity Index Total Return

COM
$7.70M
4 %

239,917

GOOGL
GOOGL

Alphabet Inc. Class A

COM
$7.31M
4 %

38,639

I6HA
I6HA

iShares S&P Commodity ETF

COM
$6.44M
4 %

295,895

AMZN
AMZN

Amazon.com, Inc.

COM
$5.26M
3 %

23,988

SHV
SHV

iShares Short Treasury Bond ETF

COM
$4.70M
3 %

42,727

JPM
JPM

JPMorgan Chase Co.

COM
$4.40M
2 %

18,341

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 139