Moody National Bank Trust Division Portfolio Holdings
Moody National Bank Trust Division
- $1.28 Billion
- Q2 2024
Moody National Bank Trust Division has filed its 13F form on July 03, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.28 Billion distributed in 719 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 $533M, Microsoft Corp with a value of $36.9M, Nvidia Corp with a value of $34.1M, Apple Inc. with a value of $31.5M, and Ishares Core S&P 500 ETF with a value of $24.8M.
Examining the 13F form we can see an increase of $17M in the current position value, from $1.26B to 1.28B.
Below you can find more details about Moody National Bank Trust Division portfolio as well as his latest detailed transactions.
Portfolio value
$1.28 Billion
Financial Services: $610 Million
Technology: $190 Million
ETFs: $123 Million
Healthcare: $71.8 Million
Consumer Cyclical: $61.4 Million
Industrials: $56.7 Million
Communication Services: $50.3 Million
Energy: $35.7 Million
Other: $80.9 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 719
- Current Value $1.28 Billion
- Prior Value $1.26 Billion
- Filing
- Period Q2 2024
- Filing Date July 03, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 25 stocks
- Additional Purchases 203 stocks
- Sold out of 0 stocks
- Reduced holdings in 98 stocks