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Trust Investment Advisors
Trust Investment Advisors, LLC (TIA) is an SEC-registered investment adviser headquartered in Indianapolis, Indiana. Founded in 2004, TIA provides customized investment advisory services to clients, including individuals and institutional investors. The firm focuses on tailored portfolio management, compliance, and fiduciary advice. TIA operates with a small professional staff and emphasizes close client relationships and regulatory compliance.
Investment Strategy
Trust Investment Advisors provides discretionary and non-discretionary asset management services designed to meet the unique investment objectives of each client. The firm offers model portfolios reflecting different equity styles, with a focus on active portfolio management, risk-adjusted returns, and adherence to clients’ investment guidelines. TIA does not guarantee results and highlights that performance returns are based on model portfolios, which may differ from actual client portfolios. Investment recommendations are not FDIC insured and may lose value.
Latest 13F Filing Activity
Trust Investment Advisors filed their most recent 13F report on Jun 30, 2025 disclosing 122 equity positions with a total 13F market value of $165M. The fund increased holdings in Broadcom Inc., Capital One Finl Corp., Microsoft Corp. among other positions. Trust Investment Advisors reduced exposure to Eli Lilly & Co., Discover Finl SVCS, Apple Inc. among others.
Top Holdings
Equity Positions (122)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LLY | ELI LILLY & CO | 9.83% | $16.2M | 20,783 | $289.55 | $779.53 | -$2.0M |
A AAPL | APPLE INC | 8.68% | $14.3M | 69,689 | $94.94 | $205.17 | -$1.6M |
M MSFT | MICROSOFT CORP | 6.00% | $9.9M | 19,858 | $62.29 | $497.41 | +$2.0M |
A AVGO | BROADCOM INC | 3.84% | $6.3M | 22,950 | $56.12 | $275.65 | +$2.3M |
N NVDA | NVIDIA CORPORATION | 3.27% | $5.4M | 34,084 | $21.39 | $157.99 | +$1.5M |
Industry Allocation
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