Moody National Bank Trust Division Incresed Positions in Q3 2024

Moody National Bank Trust Division

  • $922 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
71.1K
+ 346.04%
$163.98 - $182.92 $11.7M - $13M
91.7K $16.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
23.6K
+ 91.2%
$475.2 - $527.7 $11.2M - $12.4M
49.4K $26.1M
VEA
Vanguard Ftse Developed Market

ETFs
116K
+ 93.71%
$47.6 - $53.31 $5.5M - $6.16M
239K $12.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
10.7K
+ 1360.15%
$517.38 - $573.86 $5.51M - $6.11M
11.4K $6.56M
VTWO
Vanguard Russell 2000 ETF

ETFs
58.5K
+ 52.18%
$81.17 - $90.77 $4.75M - $5.31M
171K $15.2M
AAPL
Apple Inc.

Technology
11.2K
+ 7.5%
$207.23 - $234.82 $2.32M - $2.63M
161K $37.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
111K
+ 173.95%
$41.9 - $48.26 $4.65M - $5.36M
175K $8.37M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8.85K
+ 95.1%
$405.19 - $478.57 $3.59M - $4.24M
18.2K $8.36M
NVDA
Nvidia Corp

Technology
34.6K
+ 12.55%
$98.91 - $134.91 $3.43M - $4.67M
311K $37.7M
META
Meta Platforms, Inc.

Communication Services
1.67K
+ 6.7%
$453.41 - $572.44 $758K - $957K
26.6K $15.3M
VTV
Vanguard Value ETF

ETFs
8.05K
+ 18.46%
$159.75 - $174.57 $1.29M - $1.4M
51.6K $9.01M
AXON
Axon Enterprise, Inc.

Industrials
1.95K
+ 17.05%
$286.16 - $399.6 $558K - $779K
13.4K $5.35M
AVGO
Broadcom Inc.

Technology
56.2K
+ 998.88%
$136.27 - $1745.86 $7.65M - $98M
61.8K $10.7M
V
Visa Inc.

Financial Services
4.3K
+ 14.79%
$253.74 - $291.56 $1.09M - $1.25M
33.4K $9.18M
WMT
Walmart Inc.

Consumer Defensive
9.51K
+ 16.43%
$66.91 - $81.4 $636K - $774K
67.4K $5.44M
KRNT
Kornit Digital Ltd.

Industrials
33.6K
+ 65.42%
$14.04 - $26.45 $472K - $889K
85K $2.19M
XOM
Exxon Mobil Corp

Energy
10.8K
+ 15.56%
$109.72 - $119.0 $1.18M - $1.28M
80.1K $9.39M
IRM
Iron Mountain Inc

Real Estate
6.79K
+ 35.11%
$89.69 - $119.32 $609K - $810K
26.1K $3.1M
C
Citigroup Inc

Financial Services
21.2K
+ 77.63%
$56.11 - $67.61 $1.19M - $1.43M
48.5K $3.03M
ABBV
Abb Vie Inc.

Healthcare
3.99K
+ 20.48%
$163.84 - $199.33 $654K - $795K
23.5K $4.63M
HD
Home Depot, Inc.

Consumer Cyclical
613
+ 3.61%
$333.64 - $405.2 $205K - $248K
17.6K $7.12M
VCTR
Victory Capital Holdings, Inc.

Financial Services
13.9K
+ 20.75%
$45.29 - $55.5 $630K - $771K
80.9K $4.48M
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
14.6K
+ 251.89%
$48.79 - $85.81 $710K - $1.25M
20.3K $1.64M
TOST
Toast, Inc.

Technology
30.2K
+ 27.58%
$22.71 - $28.31 $685K - $854K
139K $3.95M
VFC
V F Corp

Consumer Cyclical
23.1K
+ 22.66%
$12.74 - $19.95 $294K - $460K
125K $2.49M
ORCL
Oracle Corp

Technology
2.48K
+ 12.9%
$125.9 - $170.35 $312K - $423K
21.7K $3.7M
HUBS
Hubspot Inc

Technology
2.04K
+ 99.08%
$450.09 - $592.58 $920K - $1.21M
4.11K $2.18M
K
Kellogg CO

Consumer Defensive
8.64K
+ 74.55%
$56.19 - $80.81 $486K - $698K
20.2K $1.63M
GOOGL
Alphabet Inc.

Communication Services
11.4K
+ 19.82%
$148.65 - $191.18 $1.7M - $2.18M
69K $11.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
955
+ 17.62%
$531.86 - $624.21 $508K - $596K
6.38K $3.94M
CRS
Carpenter Technology Corp

Industrials
2.3K
+ 20.87%
$104.79 - $161.78 $241K - $372K
13.3K $2.13M
COST
Costco Wholesale Corp

Consumer Defensive
819
+ 16.19%
$801.83 - $917.05 $657K - $751K
5.88K $5.21M
MS
Morgan Stanley

Financial Services
6.55K
+ 23.84%
$92.07 - $106.96 $603K - $700K
34K $3.55M
MOD
Modine Manufacturing CO

Consumer Cyclical
5.5K
+ 132.51%
$94.6 - $133.72 $520K - $735K
9.65K $1.28M
PHR
Phreesia, Inc.

Healthcare
32.9K
+ 48.76%
$18.82 - $26.01 $618K - $855K
100K $2.28M
PRGS
Progress Software Corp

Technology
11.1K
+ 142.7%
$53.37 - $67.37 $593K - $749K
18.9K $1.27M
AMZN
Amazon Com Inc

Consumer Cyclical
8.17K
+ 8.38%
$161.02 - $200.0 $1.31M - $1.63M
106K $19.7M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.16K
+ 10.24%
$218.05 - $243.47 $470K - $525K
23.2K $5.65M
UNH
Unitedhealth Group Inc

Healthcare
193
+ 2.08%
$488.01 - $604.18 $94.2K - $117K
9.47K $5.54M
MA
Mastercard Inc

Financial Services
698
+ 7.96%
$429.6 - $500.99 $300K - $350K
9.47K $4.67M
SBUX
Starbucks Corp

Consumer Cyclical
3.33K
+ 14.19%
$72.51 - $98.6 $242K - $329K
26.8K $2.62M
GS
Goldman Sachs Group Inc

Financial Services
1.29K
+ 38.95%
$459.02 - $510.25 $591K - $657K
4.59K $2.27M
MCD
Mcdonalds Corp

Consumer Cyclical
554
+ 4.54%
$245.82 - $304.51 $136K - $169K
12.7K $3.88M
CMI
Cummins Inc

Industrials
1.68K
+ 34.59%
$266.63 - $326.4 $448K - $549K
6.54K $2.12M
SPOT
Spotify Technology S.A.

Communication Services
1.9K
+ 150.36%
$290.16 - $384.01 $550K - $728K
3.16K $1.16M
LOW
Lowes Companies Inc

Consumer Cyclical
1.3K
+ 15.61%
$213.3 - $270.78 $276K - $351K
9.59K $2.6M
DHR
Danaher Corp

Healthcare
1.88K
+ 22.38%
$239.25 - $280.76 $449K - $527K
10.3K $2.85M
MPC
Marathon Petroleum Corp

Energy
5.25K
+ 54.55%
$158.61 - $180.75 $833K - $949K
14.9K $2.42M
MELI
Mercadolibre Inc

Consumer Cyclical
192
+ 22.09%
$1591.44 - $2140.1 $306K - $411K
1.06K $2.18M
Activity Summary
Buys All Purchases 338 New Holdings 50 Increased Positions 288 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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