Moody National Bank Trust Division Purchases in Q1 2025

Moody National Bank Trust Division

  • $928 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
17.2K
+ 27.14%
$507.05 - $563.67 $8.74M - $9.71M
80.7K $41.3M
VEA
Vanguard Ftse Developed Market

ETFs
81.3K
+ 24.1%
$47.4 - $52.99 $3.86M - $4.31M
419K $21.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
79.7K
+ 164.86%
$49.25 - $50.66 $3.93M - $4.04M
128K $6.35M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
62.4K
+ 25.58%
$42.5 - $46.71 $2.65M - $2.92M
307K $13.9M
VTV
Vanguard Value ETF

ETFs
15.3K
+ 33.31%
$167.73 - $179.21 $2.57M - $2.75M
61.3K $10.5M
DSGX
Descartes Systems Group Inc

Technology
19.7K
New
$96.4 - $122.5 $1.9M - $2.41M
19.7K $1.99M
COMP
Compass, Inc.

Technology
123K
+ 51.71%
$5.35 - $10.24 $660K - $1.26M
362K $3.3M
PRCH
Porch Group, Inc.

Technology
107K
+ 24.24%
$3.79 - $7.96 $406K - $853K
549K $4.06M
VXF
Vanguard Extended Market ETF

ETFs
21.2K
+ 19.14%
$170.36 - $201.04 $3.61M - $4.26M
132K $22.8M
USRT
Ishares Core U.S. Reit ETF

ETFs
26.7K
+ 54.26%
$55.14 - $60.29 $1.47M - $1.61M
76K $4.33M
XOM
Exxon Mobil Corp

Energy
3.11K
+ 3.75%
$105.44 - $118.93 $328K - $370K
86.1K $10.2M
SYNA
Synaptics Inc

Technology
17.8K
New
$61.71 - $87.87 $1.1M - $1.56M
17.8K $1.12M
DFAE
Dimensional ETF Tr

ETFs
38.6K
+ 65.5%
$24.64 - $26.86 $950K - $1.04M
97.5K $2.53M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
8.22K
+ 8.93%
$22.39 - $33.23 $184K - $273K
100K $3.06M
ALGM
Allegro Microsystems, Inc.

Technology
38.5K
New
$21.77 - $28.31 $837K - $1.09M
38.5K $956K
JNJ
Johnson & Johnson

Healthcare
886
+ 2.4%
$142.06 - $167.7 $126K - $149K
37.8K $6.27M
SRAD
Sportradar Group Ag

Technology
12.3K
+ 8.98%
$17.44 - $22.99 $214K - $283K
149K $3.28M
DFAS
Dimensional ETF Tr U S Small C

ETFs
17K
+ 74.65%
$58.81 - $68.2 $1M - $1.16M
39.9K $2.38M
FIX
Comfort Systems Usa Inc

Industrials
2.75K
New
$313.26 - $550.27 $860K - $1.51M
2.75K $890K
LEU
Centrus Energy Corp

Energy
13.4K
New
$62.21 - $119.74 $835K - $1.61M
13.4K $889K
ABBV
Abb Vie Inc.

Healthcare
586
+ 2.6%
$169.2 - $216.66 $99.2K - $127K
23.1K $4.84M
CVX
Chevron Corp

Energy
568
+ 2.27%
$146.71 - $167.97 $83.3K - $95.4K
25.6K $4.28M
SHEL
Shell PLC

Energy
7.46K
+ 76.32%
$62.84 - $73.29 $469K - $546K
17.2K $1.25M
PFRL
Pgim ETF Tr Fltg Rate Income E

ETFs
13K
+ 11.75%
$49.86 - $50.73 $647K - $658K
123K $6.16M
OLED
Universal Display Corp Pa

Technology
4.19K
New
$139.48 - $161.59 $584K - $677K
4.19K $607K
KO
Coca Cola CO

Consumer Defensive
743
+ 1.33%
$60.81 - $72.32 $45.2K - $53.7K
56.5K $4.04M
AMBA
Ambarella Inc

Technology
11.2K
New
$48.94 - $82.94 $548K - $929K
11.2K $566K
SMTC
Semtech Corp

Technology
30.4K
+ 147.74%
$31.44 - $77.15 $955K - $2.34M
51K $1.79M
GE
General Electric CO

Industrials
322
+ 2.62%
$168.59 - $212.13 $54.3K - $68.3K
12.6K $2.52M
NEM
Newmont Corp

Basic Materials
4.08K
+ 18.46%
$37.79 - $48.39 $154K - $197K
26.2K $1.26M
NTR
Nutrien Ltd.

Basic Materials
7.23K
+ 52.76%
$45.28 - $53.84 $327K - $389K
20.9K $1.04M
FIVN
Five9, Inc.

Technology
15.6K
New
$27.15 - $42.82 $423K - $667K
15.6K $422K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
83
+ 0.67%
$208.48 - $244.03 $17.3K - $20.3K
12.5K $3.05M
MCD
Mcdonalds Corp

Consumer Cyclical
406
+ 3.29%
$279.74 - $321.29 $114K - $130K
12.7K $3.98M
STEP
Step Stone Group Inc.

Financial Services
9.06K
+ 60.62%
$47.81 - $64.82 $433K - $587K
24K $1.24M
BHP
Bhp Group LTD

Basic Materials
7.81K
+ 95.25%
$48.18 - $52.11 $376K - $407K
16K $777K
TTE
Total Energies Se

Energy
5.43K
+ 116.85%
N/A
10.1K $691K
CSGP
Costar Group, Inc.

Real Estate
2.26K
+ 9.14%
$69.29 - $80.37 $157K - $182K
27K $2.14M
GILD
Gilead Sciences, Inc.

Healthcare
447
+ 2.84%
$89.14 - $117.41 $39.8K - $52.5K
16.2K $1.82M
UNH
Unitedhealth Group Inc

Healthcare
331
+ 3.62%
$461.52 - $548.18 $153K - $181K
9.48K $4.96M
AEM
Agnico Eagle Mines LTD

Basic Materials
3.11K
New
$79.66 - $108.41 $247K - $337K
3.11K $336K
TMUS
T Mobile Us, Inc.

Communication Services
257
+ 4.6%
$211.3 - $272.83 $54.3K - $70.1K
5.85K $1.56M
WPM
Wheaton Precious Metals Corp.

Basic Materials
4.12K
New
$55.75 - $77.63 $229K - $320K
4.12K $319K
T
At&T Inc.

Communication Services
3.37K
+ 8.42%
$21.56 - $28.28 $72.7K - $95.3K
43.4K $1.23M
RTX
Raytheon Technologies Corp

Industrials
509
+ 3.44%
$114.1 - $135.66 $58.1K - $69.1K
15.3K $2.03M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
48
+ 1.38%
$402.49 - $513.76 $19.3K - $24.7K
3.53K $1.71M
UBER
Uber Technologies, Inc

Technology
1.09K
+ 6.0%
$63.17 - $81.49 $68.5K - $88.4K
19.2K $1.4M
RMBS
Rambus Inc

Technology
5.18K
+ 134.67%
$51.55 - $68.59 $267K - $355K
9.03K $484K
PM
Philip Morris International Inc.

Consumer Defensive
469
+ 8.84%
$117.15 - $158.79 $54.9K - $74.5K
5.78K $916K
Activity Summary
Buys All Purchases 306 New Holdings 36 Increased Positions 270 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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