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CIK: 0000883948
Total reported value
$6.0B
$6.0B
303 檔
5.6%
As reported in its official Q1 2025 Form 13F filing, Atlantic Union Bankshares Corp's tracked investment portfolio stood at $6.0B with 303 total positions.
In Q1 2025, Atlantic Union Bankshares Corp displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 303 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 6.35% | +0.33% | -1.20% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.55% | +0.12% | -2.23% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.89% | +0.29% | -0.56% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.06% | -0.37% | -1.36% | |
| 5 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 2.52% | — | -10.77% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.36% | -0.01% | -0.90% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.18% | -0.06% | -7.18% | |
| 8 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.80% | +0.05% | +17.49% | |
| 9 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 1.79% | +0.06% | +16.57% | |
| 10 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 1.71% | +0.39% | +3.32% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.60% | +0.08% | -0.86% | |
| 12 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 1.51% | +0.07% | +44.67% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.48% | -0.11% | -0.78% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.35% | +0.02% | -0.44% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.26% | +0.02% | -3.59% | |
| 16 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.19% | -0.08% | +62.94% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | +0.11% | +2.24% | |
| 18 | IBTP | Ishares Ibonds Dec 2034 ETF | ETF-Other | 1.13% | +0.08% | +32.24% | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.11% | -0.11% | -0.81% | |
| 20 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.11% | +0.01% | +7.62% | |
| 21 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-Other | 1.08% | +0.05% | +3.12% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | -0.14% | -3.29% | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 1.05% | +0.11% | +18.56% | |
| 24 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.04% | — | -0.29% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 1.03% | -0.08% | +0.04% | |
| 26 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.00% | +0.01% | +28.01% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.99% | +0.02% | -2.43% | |
| 28 | IBGA | Ishares Ibonds Dec 2044 ETF | ETF-Other | 0.97% | +0.06% | +34.78% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.94% | -0.24% | -2.19% | |
| 30 | AUB | Atlantic Union Bankshares Co | Stock-Financials | 0.92% | +0.21% | +11.06% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | -0.16% | -3.43% | |
| 32 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.89% | -0.02% | +3.39% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | -0.02% | -2.00% | |
| 34 | KLAC | Kla CORP | Stock-Tech | 0.85% | +0.36% | -1.95% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.84% | -0.04% | -0.45% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.83% | -0.15% | -2.58% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.78% | -0.04% | -9.08% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.77% | -0.01% | +1.22% | |
| 39 | PM | Philip Morris International | Stock-Consumer Staples | 0.76% | -0.01% | -0.56% | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.75% | -0.11% | -1.07% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.07% | -3.12% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.12% | -5.04% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.68% | -0.10% | -4.48% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.67% | -0.08% | -9.62% | |
| 45 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.61% | -0.25% | -20.25% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.13% | -2.49% | |
| 47 | GRMN | Garmin Ltd. | Stock-Tech | 0.56% | -0.02% | +3.25% | |
| 48 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.55% | -0.06% | +391.10% | |
| 49 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.55% | -0.01% | +7.14% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.54% | -0.01% | +2.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | ERIE | Erie Indemnity Company-cl A | — | NEW | New buy |
| 6 | NVDA | Nvidia CORP | — | NEW | New buy |
| 7 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 8 | BSCU | Invesco Bulletshares 2030 Cb | — | NEW | New buy |
| 9 | BSCW | Invesco Bulletshares 2032 Cb | — | NEW | New buy |
| 10 | AVSC | Avantis US Small Cap Equity | — | NEW | New buy |
| 11 | AVGO | Broadcom Inc | — | NEW | New buy |
| 12 | BSCV | Invesco Bulletshares 2031 Cb | — | NEW | New buy |
| 13 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 14 | ABBV | Abbvie Inc | — | NEW | New buy |
| 15 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 16 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 17 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 18 | IBTP | Ishares Ibonds Dec 2034 ETF | — | NEW | New buy |
| 19 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 20 | BSCT | Invesco Bulletshares 2029 Cb | — | NEW | New buy |
| 21 | IBTO | Ishares Ibonds Dec 2033 Tres | — | NEW | New buy |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 23 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 24 | MGC | Vanguard Mega Cap ETF | — | NEW | New buy |
| 25 | MA | Mastercard Inc - A | — | NEW | New buy |
| 26 | BSCR | Invesco Bulletshares 2027 Cb | — | NEW | New buy |
| 27 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 28 | IBGA | Ishares Ibonds Dec 2044 ETF | — | NEW | New buy |
| 29 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 30 | AUB | Atlantic Union Bankshares Co | — | NEW | New buy |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 32 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 33 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 34 | KLAC | Kla CORP | — | NEW | New buy |
| 35 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 36 | CVX | Chevron CORP | — | NEW | New buy |
| 37 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 38 | BAC | Bank Of America CORP | — | NEW | New buy |
| 39 | PM | Philip Morris International | — | NEW | New buy |
| 40 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 41 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 42 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 43 | ABT | Abbott Laboratories | — | NEW | New buy |
| 44 | PEP | Pepsico Inc | — | NEW | New buy |
| 45 | BSCQ | Invesco Bulletshares 2026 Cb | — | NEW | New buy |
| 46 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 47 | GRMN | Garmin Ltd. | — | NEW | New buy |
| 48 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 49 | DHI | Dr Horton Inc | — | NEW | New buy |
| 50 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Atlantic Union Bankshares Corp reported a total U.S. public equity portfolio value of $6.0B across 303 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWY, AAPL, IWR) accounted for 5.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
IWY
市值: $104.9M
During Q1 2025, Atlantic Union Bankshares Corp's top holdings by market value included IWY (6.3%)、AAPL (4.5%)、IWR (3.9%). The largest single position, IWY, represented 6.3% of total portfolio value.
In Q1 2025, Atlantic Union Bankshares Corp made 50 total portfolio adjustments, initiating 50 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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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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