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CIK: 0000883948
Total reported value
$6.0B
$6.0B
320 檔
6.3%
As reported in its official Q3 2024 Form 13F filing, Atlantic Union Bankshares Corp's tracked investment portfolio stood at $6.0B with 320 total positions.
During Q3 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 320 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 6.34% | +0.33% | +43.97% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.69% | +0.12% | -1.14% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.80% | +0.29% | -20.63% | |
| 4 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 3.52% | — | -23.32% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.44% | -0.37% | -2.43% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.55% | -0.01% | -0.29% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.94% | -0.06% | -0.33% | |
| 8 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 1.68% | +0.39% | +6.24% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.61% | +0.08% | +896.81% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.40% | -0.11% | +0.97% | |
| 11 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 1.40% | +0.06% | +16.58% | |
| 12 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.38% | +0.05% | +16.95% | |
| 13 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.26% | -0.11% | -1.54% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | +0.02% | -2.83% | |
| 15 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-Other | 1.20% | +0.05% | -26.23% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | +0.11% | +1.76% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.09% | +0.02% | -0.20% | |
| 18 | AUB | Atlantic Union Bankshares Co | Stock-Financials | 1.08% | +0.21% | +7.90% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.04% | -0.04% | +0.85% | |
| 20 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.98% | — | — | |
| 21 | KLAC | Kla CORP | Stock-Tech | 0.98% | +0.36% | -2.92% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.95% | -0.16% | -2.09% | |
| 23 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 0.94% | +0.07% | +15.14% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.93% | -0.06% | -2.75% | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 0.93% | +0.11% | +1.30% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | -0.14% | -8.71% | |
| 27 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.92% | +0.01% | +19.18% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | -0.24% | +2.19% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.88% | -0.08% | +1.19% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.86% | -0.08% | -4.12% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | +0.02% | -3.00% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.77% | +0.13% | -1.10% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.12% | -5.46% | |
| 34 | IBTP | Ishares Ibonds Dec 2034 ETF | ETF-Other | 0.74% | +0.08% | — | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.74% | -0.15% | -3.68% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | -0.07% | -1.02% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.71% | -0.11% | -2.75% | |
| 38 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.70% | -0.01% | +5.63% | |
| 39 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.70% | +0.01% | +17.62% | |
| 40 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.68% | -0.02% | +5.31% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.68% | -0.01% | +7.65% | |
| 42 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.68% | -0.25% | +17.75% | |
| 43 | IBGA | Ishares Ibonds Dec 2044 ETF | ETF-Other | 0.67% | +0.06% | — | |
| 44 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.67% | — | +15.43% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.02% | -1.87% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.63% | -0.10% | -4.94% | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.60% | -0.07% | +6.43% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | +0.04% | -1.82% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.15% | -2.85% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.58% | -0.12% | -3.82% |
According to official SEC Form 13F filings, Atlantic Union Bankshares Corp reported a total U.S. public equity portfolio value of $6.0B across 320 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWY, AAPL, IWR) accounted for 6.3% of total reported equity market value during Q3 2024.
During Q3 2024, Atlantic Union Bankshares Corp's top holdings by market value included IWY (6.3%)、AAPL (4.7%)、IWR (3.8%). The largest single position, IWY, represented 6.3% of total portfolio value.
In Q3 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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