Moody National Bank Trust Division Portfolio Holdings
Moody National Bank Trust Division
- $935 Million
- Q4 2024
Moody National Bank Trust Division has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $935 Million distributed in 806 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $40.4M, Apple Inc. with a value of $39.1M, Microsoft Corp with a value of $35.4M, Vanguard Index Fds S&P 500 ETF with a value of $34.2M, and Ishares Core S&P 500 ETF with a value of $25.6M.
Examining the 13F form we can see an increase of $13.7M in the current position value, from $922M to 935M.
Below you can find more details about Moody National Bank Trust Division portfolio as well as his latest detailed transactions.
Portfolio value
$935 Million
Technology: $215 Million
ETFs: $195 Million
Financial Services: $101 Million
Consumer Cyclical: $86.7 Million
Healthcare: $78.7 Million
Industrials: $68.2 Million
Communication Services: $60.5 Million
Energy: $43.8 Million
Other: $85.6 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 806
- Current Value $935 Million
- Prior Value $922 Million
- Filing
- Period Q4 2024
- Filing Date January 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 44 stocks
- Additional Purchases 110 stocks
- Sold out of 0 stocks
- Reduced holdings in 267 stocks