Advantage Trust Co.
Advantage Trust Company is an independent trust and investment management firm headquartered in Salina, Kansas, with a second office in Abilene, KS. Founded in 1997, the firm provides trust administration, investment management, real estate management, and financial advice, serving individuals, estates, and nonprofits. Advantage Trust Company is notable for its community involvement and personal service approach, managing over 1,100 accounts with a dedicated staff of around 13 employees.
Investment Strategy
Advantage Trust Company focuses on providing personalized trust and investment management services for individuals, estates, and community nonprofits. The firm emphasizes a client-centered approach, offering tailored solutions for trust administration and investment guidance. As an active investment manager in its region, ATC leverages its experience to help clients achieve long-term financial goals while maintaining a strong commitment to community involvement and fiduciary responsibility.
Top Holdings
Equity Positions (205)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JGRO | JP Morgan Active Growth ETF | 11.57% | $23.5M | 272,979 | $62.83 | $86.07 | +$3.4M |
V VUG | Vanguard Growth ETF | 10.42% | $21.2M | 48,249 | $324.10 | $438.40 | +$3.4M |
V VO | Vanguard Mid-Cap ETF | 9.87% | $20.0M | 71,598 | $236.77 | $279.83 | +$2.3M |
V VTV | Vanguard Value ETF | 8.20% | $16.6M | 94,131 | $156.05 | $176.74 | +$829.1K |
S SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | 7.25% | $14.7M | 417,055 | $32.93 | $35.28 | +$950.6K |