Moody National Bank Trust Division Portfolio Holdings
Moody National Bank Trust Division
- $1.26 Billion
- Q1 2024
Moody National Bank Trust Division has filed its 13F form on April 04, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.26 Billion distributed in 745 stocks.
Among their holdings, we can observe that their the top five positions include companies like: National Western Life Group, Inc. with a value of $536M, Microsoft Corp with a value of $34.2M, Apple Inc. with a value of $25.8M, Ishares Core S&P 500 ETF with a value of $23.8M, and Nvidia Corp with a value of $23M.
Examining the 13F form we can see an decrease of $15.2M in the current position value, from $1.28B to 1.26B.
Below you can find more details about Moody National Bank Trust Division portfolio as well as his latest detailed transactions.
Portfolio value
$1.26 Billion
Financial Services: $612 Million
Technology: $171 Million
ETFs: $120 Million
Healthcare: $73 Million
Consumer Cyclical: $63.7 Million
Industrials: $54.7 Million
Communication Services: $46.1 Million
Energy: $37.9 Million
Other: $84.3 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 745
- Current Value $1.26 Billion
- Prior Value $1.28 Billion
- Filing
- Period Q1 2024
- Filing Date April 04, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 29 stocks
- Additional Purchases 178 stocks
- Sold out of 0 stocks
- Reduced holdings in 151 stocks