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CIK: 0000883948
Total reported value
$6.0B
$6.0B
276 檔
4.8%
According to the latest 13F quarterly dataset, Atlantic Union Bankshares Corp managed an equity portfolio of $6.0B at the end of Q1 2024, spanning 276 distinct U.S. exchange-listed positions.
During Q1 2024, Atlantic Union Bankshares Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 276 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 6.57% | +0.29% | +0.14% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 5.69% | +0.33% | +1.84% | |
| 3 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 4.96% | — | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.43% | +0.12% | -1.45% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.38% | -0.06% | -5.11% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.04% | -0.37% | -2.98% | |
| 7 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 2.00% | +0.39% | +164.57% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.93% | -0.06% | -3.94% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.86% | +0.08% | +0.10% | |
| 10 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-Other | 1.77% | +0.05% | +22.60% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.44% | +0.11% | -0.19% | |
| 12 | KLAC | Kla CORP | Stock-Tech | 1.39% | +0.36% | -3.81% | |
| 13 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 1.37% | +0.06% | +20.87% | |
| 14 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.37% | +0.05% | +20.65% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.35% | -0.01% | +18.15% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.29% | -0.06% | -15.40% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.17% | -0.11% | -0.28% | |
| 18 | QCOM | Qualcomm Inc | Stock-Tech | 1.13% | +0.11% | +6.59% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.12% | -0.04% | +0.47% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.04% | -0.08% | -4.72% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | +0.02% | -3.31% | |
| 22 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 0.93% | +0.07% | +21.35% | |
| 23 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.92% | +0.01% | +21.11% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | -0.07% | -2.75% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.89% | +0.13% | -0.72% | |
| 26 | AUB | Atlantic Union Bankshares Co | Stock-Financials | 0.83% | +0.21% | -2.99% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.24% | +2.78% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.78% | -0.15% | -10.63% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.76% | +0.04% | -3.25% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.11% | +10.68% | |
| 31 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.71% | +0.01% | +21.85% | |
| 32 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.71% | — | +18.90% | |
| 33 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.71% | -0.25% | +19.56% | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.70% | +0.02% | -3.69% | |
| 35 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.69% | — | +23.68% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.68% | -0.01% | +1.74% | |
| 37 | PH | Parker Hannifin CORP | Stock-Industrials | 0.68% | -0.01% | -2.73% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.67% | -0.11% | -2.78% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.15% | -4.78% | |
| 40 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.66% | -0.01% | +2.03% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.65% | -0.10% | -3.81% | |
| 42 | ADBE | Adobe Inc | Stock-Tech | 0.65% | -0.07% | +22.70% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | -0.04% | -3.17% | |
| 44 | PSX | Phillips 66 | Stock-Energy | 0.62% | -0.03% | -3.63% | |
| 45 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.61% | -0.02% | +9.10% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.61% | — | -4.03% | |
| 47 | CVS | Cvs Health CORP | Stock-Healthcare | 0.58% | -0.02% | -0.09% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.58% | -0.01% | -0.56% | |
| 49 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.57% | -0.08% | +6.71% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.55% | -0.05% | -2.31% |
According to official SEC Form 13F filings, Atlantic Union Bankshares Corp reported a total U.S. public equity portfolio value of $6.0B across 276 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWR, IWY, ERIE) accounted for 4.8% of total reported equity market value during Q1 2024.
During Q1 2024, Atlantic Union Bankshares Corp's top holdings by market value included IWR (6.6%)、IWY (5.7%)、ERIE (5.0%). The largest single position, IWR, represented 6.6% of total portfolio value.
In Q1 2024, Atlantic Union Bankshares Corp made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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