MondegarAI
SENTINEL TRUST CO LBA

Q3 2024 · 13F-HR

SENTINEL TRUST CO LBAholdings as filed

Filed 2024-10-15 · accession 0001114739-24-000005

$878,301
Reported value
139
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287150ITOTiShares Tr Core S&P TTL Stk$230,50226.2%1,834,914CommonSOLE
464287689IWViShares Russell 3000 ETF$106,43512.1%325,757CommonSOLE
921909768VXUSVanguard Star Fd Vg Tl Intl St$81,0959.23%1,252,623CommonSOLE
46434G764EMXCIshares Inc Msci Emrg Chn$24,0222.74%393,100CommonSOLE
037833100AAPLApple Inc.$23,4272.67%100,545CommonSOLE
464288257ACWIIshares Msci Acwi Etf$22,2232.53%185,889CommonSOLE
922042775VEUVanguard Ftse All-World Etf$22,1452.52%351,502CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust Ser-1 D$20,7492.36%36,163CommonSOLE
46641Q217BBJPJ P Morgan Exchange-Tr Betabul$18,4662.10%311,500CommonSOLE
46434g103iShares Inc Core MSCI Emkt$17,5782.00%306,183CommonSOLE
69608A108PLTRPalantir Technologies$13,6911.56%368,041CommonSOLE
88339Y102EAGL2023 ETF Series Trust Eagle Ca$13,5091.54%493,735CommonSOLE
921932885IVOOVanguard Admiral Fds I Midcp 4$13,4041.53%126,900CommonSOLE
09257P105BTTBlackrock Mun Target T Com Shs$11,0031.25%508,921CommonSOLE
74762E102QUREQuanta Svcs Inc Com$10,4451.19%35,034CommonSOLE
594918104MSFTMicrosoft Corp$10,2021.16%23,709CommonSOLE
46090e103Invesco Qqq Tr Unit Ser 1$9,6651.10%19,802CommonSOLE
464288240ACWXIshares Tr MSCI ACWI Ex Us$9,6261.10%168,235CommonSOLE
464285204IAUiShares Comex Gold Tr Ishares$8,2490.94%165,984CommonSOLE
30231G102XOMExxon Mobil$7,2190.82%61,586CommonSOLE
464288869IWCIshares Tr Micro-Cap Etf$7,0860.81%57,460CommonSOLE
464287341IXCIshares Tr Global Energ Etf$6,9180.79%170,900CommonSOLE
46625H100JPMJ P Morgan Chase$6,6830.76%31,692CommonSOLE
78409v104S&P Global$6,5760.75%12,729CommonSOLE
18915M107NETCloudflare Inc Cl A Com$6,5290.74%80,718CommonSOLE
742718109PGProcter & Gamble Co$6,3080.72%36,423CommonSOLE
33939L100TILTFlexshares Mornstar US Market$6,2780.71%29,498CommonSOLE
191216100KOCoca Cola Co$6,1520.70%85,610CommonSOLE
30303M102METAMeta Platforms, Inc.$5,8050.66%10,140CommonSOLE
921943858VEAVanguard Ftse Developed Market$5,3390.61%101,096CommonSOLE
670100205NVOADR Novo-Nordisk$5,2600.60%44,172CommonSOLE
81369Y704XLISelect Sector SPDR Tr SBI Int-$4,3040.49%31,775CommonSOLE
25434V740DFEVDimensional Etf Trust Emerging$4,1980.48%147,500CommonSOLE
81369Y209XLVSelect Sector SPDR Tr SBI Heal$3,8390.44%24,925CommonSOLE
78467Y107MDYSPDR S&P Midcap 400 ETF Trust$3,8100.43%6,689CommonSOLE
922908769VTIVanguard Total Stock Market ET$3,5090.40%12,392CommonSOLE
12740C103CADECadence Bancorporation Cl A$3,4030.39%106,852CommonSOLE
91324P102UNHUnitedhealth Group Inc$3,3270.38%5,690CommonSOLE
29273v100Energy Transfer Lp$3,3220.38%207,000CommonSOLE
464287507IJHiShares Tr S&P Midcap 400$3,2710.37%52,495CommonSOLE
922042718VSSVanguard Intl Equity I Ftse Sm$3,2370.37%25,700CommonSOLE
882508104TXNTexas Instruments Inc$3,1680.36%15,335CommonSOLE
00287Y109ABBVAbbvie Inc. Com$3,0690.35%15,543CommonSOLE
78464A805SPTMSpdr Ser Tr Portfoli S&p1500$2,9360.33%41,907CommonSOLE
713448108PEPPepsico Inc$2,8750.33%16,908CommonSOLE
81369Y803XLKSelect Sector SPDR Tr SBI Int-$2,7790.32%12,308CommonSOLE
084670108BRK/ABerkshire Hath. Cl A$2,7650.31%4CommonSOLE
641069406NSRGYADR Nestle SA Sponsored$2,6320.30%26,135CommonSOLE
580135101MCDMcdonalds Corp$2,6040.30%8,552CommonSOLE
907818108UNPUnion Pacific Corp$2,4830.28%10,075CommonSOLE
58933y105Merck & Co Inc$2,3060.26%20,304CommonSOLE
25434V807DFIVDimensional Etf Trust Internat$2,2140.25%58,135CommonSOLE
902494103TSNTyson Foods Inc Cl A$2,1740.25%36,500CommonSOLE
46432F834IXUSIshares Tr Core Msci Total$2,1520.25%29,627CommonSOLE
166764100CVXChevron Corp$2,1390.24%14,526CommonSOLE
46432f842iShares Tr Core MSCI EAFE$1,9630.22%25,149CommonSOLE
N07059210ASMLADR ASML Holding Registry Shs$1,9300.22%2,316CommonSOLE
780259305SHELShell Plc Spon Ads$1,8150.21%27,520CommonSOLE
609207105MDLZMondelez International Inc$1,7980.20%24,412CommonSOLE
962166104WYWeyerhaeuser Co$1,7800.20%52,576CommonSOLE
126650100CVSCvs Health Corporation$1,7360.20%27,607CommonSOLE
921910725VSGXVanguard World Fd Esg Intl Stk$1,7170.20%27,909CommonSOLE
478160104JNJJohnson & Johnson$1,6890.19%10,423CommonSOLE
053015103ADPAutomatic Data Proc.$1,6470.19%5,951CommonSOLE
436440101HO1Hologic Inc Com$1,6290.19%20,000CommonSOLE
464287234EEMiShares MSCI Emrg$1,5500.18%33,801CommonSOLE
09290D101BLKBlackrock Inc Com$1,5430.18%1,625CommonSOLE
81369Y100XLBSelect Sector SPDR Tr SBI Mate$1,5230.17%15,800CommonSOLE
464287333IXGIshares Tr Global Finls Etf$1,4940.17%15,800CommonSOLE
02079K107GOOGAlphabet Class-C Share$1,4580.17%8,721CommonSOLE
002824100ABTAbbott Laboratories$1,3640.16%11,968CommonSOLE
464287465EFAiShares MSCI ETF$1,3470.15%16,112CommonSOLE
81369Y605XLFSelect Sector SPDR Tr SBI Int-$1,2760.15%28,161CommonSOLE
46641Q654JMSTJP Morgan Exchange Tr Ultra Sh$1,2610.14%24,750CommonSOLE
81369Y407XLYSelect Sector SPDR Tr SBI Cons$1,1990.14%5,986CommonSOLE
78468R796SPYXSpdr Series Trust Spdr S&p 500$1,1890.14%25,172CommonSOLE
46435G425ESGUIshares ESG Aware Msci Usa Etf$1,1390.13%9,027CommonSOLE
437076102HDHome Depot Inc$1,0940.12%2,700CommonSOLE
92189F817VNMVaneck ETF Tr Vietnam$1,0860.12%85,000CommonSOLE
02079K305GOOGLAlphabet Inc. Class A$1,0600.12%6,391CommonSOLE
438516106HONHoneywell Intl Inc$9580.11%4,636CommonSOLE
023135106AMZNAmazon.Com Inc$9320.11%5,004CommonSOLE
060505104BACBank Amer Corp$8980.10%22,620CommonSOLE
63909J108NAUTNautilus Biotechnology Com$8980.10%315,000CommonSOLE
89151E109TTENADR TotalEnergies SE$8920.10%13,800CommonSOLE
29444U700EQIXEquinix Inc Com$8880.10%1,000CommonSOLE
33939L860QDFFlexshares Quality Dividend In$8780.10%12,244CommonSOLE
20030N101CMCSAComcast Corp New Cl A$8370.10%20,048CommonSOLE
56035L104MAINMain Street Cap Corp$6950.08%13,866CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Cl B Ne$6740.08%1,465CommonSOLE
75513E101RTXRaytheon Technologies Com$6720.08%5,543CommonSOLE
92206C680VONGVanguard Scottsdale Fd Vng Rus$6670.08%6,908CommonSOLE
46435G516ESGDiShares ESG Aware Msci Eafe$6490.07%7,709CommonSOLE
464287739IYRiShares Tr DJ US Real Est$6380.07%6,260CommonSOLE
98978V103ZTSZoetis Inc Cl A$6290.07%3,218CommonSOLE
558256103MSGEMadison Square Garden Entmt Co$6130.07%14,402CommonSOLE
46641Q191BBEUJ P Morgan Exchange-Tr Betabui$5770.07%9,253CommonSOLE
446150104HBANHuntington Bancshares$5120.06%34,854CommonSOLE
H1467J104CBChubb Limited Com$4940.06%1,714CommonSOLE
931142103WMTWalmart Inc.$4660.05%5,774CommonSOLE
747525103QCOMQualcomm Inc$4590.05%2,700CommonSOLE
464287804IJRiShares Tr S&P Smlcap 600$4360.05%3,724CommonSOLE
88583P104374Water Inc Com$4080.05%300,000CommonSOLE
78468R853SPSMSpdr Ser Tr Portfolio S&P 600$3960.05%8,693CommonSOLE
464288489IFGLiShares Intl Dev Re ETF$3920.04%17,167CommonSOLE
G54950103LINLinde Plc Com$3850.04%808CommonSOLE
74727A104QCRHQcr Holdings Inc Com$3720.04%5,030CommonSOLE
464287168DVYiShares Tr DJ Sel Div Inx$3720.04%2,755CommonSOLE
453838609IBCPIndependent Bk Corp Mi Com New$3700.04%11,086CommonSOLE
464287499IWRiShares Russell Midcap$3670.04%4,165CommonSOLE
437872104HTBHometrust Bancshares I Com$3590.04%10,533CommonSOLE
29460X109EQBKEquity Bancshares Inc Com Cl A$3500.04%8,563CommonSOLE
81369Y308XLPSelect Sector SPDR Tr SBI Cons$3330.04%4,017CommonSOLE
92204A306VDEVanguard World Fds Energy Etf$3000.03%2,448CommonSOLE
49456b101Kinder Morgan Inc Cmn Class P$2990.03%13,558CommonSOLE
922908736VUGVanguard Index Fds Growth ETF$2990.03%780CommonSOLE
654106103NKENike, Inc Cl B$2940.03%3,321CommonSOLE
680277100OSBCOld Second Bancorp Inc Com$2940.03%18,860CommonSOLE
717081103PFEPfizer Inc$2930.03%10,129CommonSOLE
74347B581SPXEProshares Tr Sp500 Ex Enrgy$2920.03%4,722CommonSOLE
88160R101TSLATesla Inc Com$2900.03%1,110CommonSOLE
921908844VIGVanguard Specialized Div App E$2880.03%1,455CommonSOLE
68902V107OTISOtis Worldwide Corp Com$2860.03%2,750CommonSOLE
743315103PGRProgressive Corp Ohio$2840.03%1,121CommonSOLE
502441306LVMUYADR Lvmh Moet Henn$2770.03%1,803CommonSOLE
38141G104GSGoldman Sachs$2640.03%533CommonSOLE
718546104PSXPhillips 66$2620.03%1,996CommonSOLE
09260E105BMEZBlackrock Health Scien Com Shs$2560.03%16,190CommonSOLE
464287556IBBIBB/iShares Tr Nasdq Bio Indx$2510.03%1,725CommonSOLE
806857108SLBSchlumberger Ltd$2490.03%5,934CommonSOLE
74930B105RBBRBB Bancorp Com$2420.03%10,500CommonSOLE
318916103FBMSUSDFirst Bancshares Inc M Com$2310.03%7,200CommonSOLE
43689E107HBCPHome Bancorp Inc Com$2270.03%5,100CommonSOLE
426927109XHCHeritage Comm Corp Com$2220.03%22,500CommonSOLE
49177J102KVUEKenvue Inc Com$2160.02%9,325CommonSOLE
833445109SNOWSnowflake Inc Cl A$2120.02%1,845CommonSOLE
09260K101BSTZBlackrock Science & Te Shs Ben$2080.02%10,854CommonSOLE
68621F102ORGOOrganogenesis Hldgs In Com$1070.01%37,259CommonSOLE
22528W205FITXCreative Edge Nutritio Com New$010,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.