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CIK: 0000883948
Total reported value
$6.0B
$6.0B
312 檔
6.3%
The Q4 2024 SEC filing reveals that Atlantic Union Bankshares Corp held a total portfolio value of $6.0B, covering 312 public equity positions.
During Q4 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 312 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 6.89% | +0.33% | +1.50% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.04% | +0.12% | -0.10% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.91% | +0.29% | +2.43% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.36% | -0.37% | -0.69% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.83% | -0.01% | +0.28% | |
| 6 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 2.67% | — | -0.89% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.21% | -0.06% | -0.37% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.15% | +0.08% | -1.02% | |
| 9 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 1.79% | +0.39% | +5.41% | |
| 10 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 1.46% | +0.06% | +8.40% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.46% | -0.11% | +1.45% | |
| 12 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.45% | +0.05% | +8.53% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | +0.02% | -2.02% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | +0.11% | +1.81% | |
| 15 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.14% | -0.11% | -0.70% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.10% | +0.02% | +12.06% | |
| 17 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.06% | — | +5.01% | |
| 18 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 0.99% | +0.07% | +8.31% | |
| 19 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.98% | +0.01% | +8.71% | |
| 20 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-Other | 0.98% | +0.05% | -13.37% | |
| 21 | AUB | Atlantic Union Bankshares Co | Stock-Financials | 0.97% | +0.21% | -10.86% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 0.95% | -0.08% | +0.97% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | -0.16% | -3.10% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.90% | -0.04% | -0.79% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | -0.14% | -1.95% | |
| 26 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.90% | -0.02% | +11.60% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.88% | -0.06% | -4.98% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | +0.02% | -2.28% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | +0.12% | -1.25% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 0.85% | +0.11% | +0.93% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | -0.02% | +37.46% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.24% | +2.07% | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 0.80% | -0.04% | +10.71% | |
| 34 | IBTP | Ishares Ibonds Dec 2034 ETF | ETF-Other | 0.79% | +0.08% | +13.75% | |
| 35 | KLAC | Kla CORP | Stock-Tech | 0.78% | +0.36% | -2.56% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.77% | -0.01% | +2.08% | |
| 37 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.75% | +0.01% | +8.70% | |
| 38 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.73% | -0.25% | +8.72% | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.73% | -0.11% | -0.55% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.72% | -0.08% | -5.93% | |
| 41 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.72% | — | +8.28% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.71% | -0.15% | -2.23% | |
| 43 | IBGA | Ishares Ibonds Dec 2044 ETF | ETF-Other | 0.67% | +0.06% | +8.98% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.07% | -1.95% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.58% | -0.10% | -6.72% | |
| 46 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.58% | -0.08% | +2.00% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.57% | +0.13% | -33.24% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.56% | -0.01% | +0.46% | |
| 49 | ETN | Eaton Corporation plc | Stock-Industrials | 0.56% | +0.02% | -1.61% | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.54% | -0.07% | +4.99% |
According to official SEC Form 13F filings, Atlantic Union Bankshares Corp reported a total U.S. public equity portfolio value of $6.0B across 312 disclosed positions in Q4 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 Q4 2024.
During Q4 2024, Atlantic Union Bankshares Corp's top holdings by market value included IWY (6.9%)、AAPL (5.0%)、IWR (3.9%). The largest single position, IWY, represented 6.9% of total portfolio value.
In Q4 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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