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CIK: 0000883948
Total reported value
$6.0B
$6.0B
1651 檔
17.2%
According to the latest 13F quarterly dataset, Atlantic Union Bankshares Corp managed an equity portfolio of $6.0B at the end of Q3 2025, spanning 1651 distinct U.S. exchange-listed positions.
In Q3 2025, Atlantic Union Bankshares Corp displayed an active expansion posture, initiating 10 new positions and adding to 38 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1651 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.47% | -0.37% | +40.58% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.44% | -0.01% | +18.14% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.20% | +0.12% | +9.49% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.27% | +0.14% | -0.24% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.05% | -0.03% | +0.01% | |
| 6 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.58% | +0.33% | +5.70% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.00% | -0.28% | +0.46% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.84% | +0.02% | +11.54% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.80% | -0.06% | +0.69% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.63% | +0.12% | +31.32% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.60% | +0.29% | +8.97% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.51% | -0.16% | -1.47% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.40% | -0.14% | +10.27% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | +0.11% | +3.48% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.25% | -0.11% | +5.61% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.18% | +0.08% | -1.10% | |
| 17 | IQLT | Ishares Msci International Q | ETF-Other | 1.06% | -0.07% | +7.81% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.03% | -0.06% | +0.38% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.01% | -0.02% | -1.04% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.82% | -0.04% | +59.86% | |
| 21 | BFS | Saul Centers Inc | Stock-Other | 0.80% | — | +66361.35% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 0.80% | -0.08% | +1.10% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | +0.02% | +29.41% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 0.74% | -0.12% | -2.08% | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.71% | +0.03% | +0.28% | |
| 26 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.70% | +0.05% | +14.70% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.69% | +0.66% | +4.80% | |
| 28 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 0.69% | +0.06% | +13.25% | |
| 29 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.68% | -0.03% | +2.74% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.67% | -0.05% | +6.15% | |
| 31 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.66% | — | -4.60% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.65% | -0.11% | +3.54% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.13% | +1.65% | |
| 34 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 0.61% | +0.07% | +18.05% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | -0.07% | +3.27% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | +0.02% | +0.35% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.58% | -0.05% | +1.50% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.57% | -0.11% | -1.19% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.13% | +1.25% | |
| 40 | AUB | Atlantic Union Bankshares Co | Stock-Financials | 0.56% | +0.21% | +16.62% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.15% | +4.27% | |
| 42 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.52% | +0.10% | +10.35% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.24% | +0.90% | |
| 44 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-Other | 0.49% | +0.05% | +14.10% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.49% | -0.11% | -0.07% | |
| 46 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.48% | -0.02% | +16.31% | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.48% | +0.02% | -0.60% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.48% | — | +0.62% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.48% | +0.11% | +0.44% | |
| 50 | IBTP | Ishares Ibonds Dec 2034 ETF | ETF-Other | 0.47% | +0.08% | +21.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2.8% | -0.24% | Add |
| 2 | NVDA | Nvidia CORP | +2.1% | +18.14% | Add |
| 3 | IJR | Ishares Core S&p Small-cap E | +1.9% | +0.46% | Add |
| 4 | MSFT | Microsoft CORP | +1.4% | +40.58% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.9% | +31.32% | Add |
| 6 | IUSG | Ishares Core S&p U.s. Growth | +0.6% | -4.60% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | -1.47% | Add |
| 8 | AMZN | Amazon.com Inc | +0.6% | +11.54% | Add |
| 9 | JEPI | Jpmorgan Equity Premium Inco | +0.6% | +0.38% | Add |
| 10 | RTX | Rtx CORP | +0.5% | -2.08% | Add |
| 11 | GS | Goldman Sachs Group Inc | +0.4% | +0.28% | Add |
| 12 | VONG | Vanguard Russell 1000 Growth | +0.4% | +10.35% | Add |
| 13 | PANW | Palo Alto Networks Inc | +0.4% | +4.80% | Add |
| 14 | COF | Capital One Financial CORP | +0.4% | +11.41% | Add |
| 15 | VUG | Vanguard Growth ETF | +0.4% | +9.82% | Add |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +10.27% | Add |
| 17 | HD | Home Depot Inc | +0.3% | +59.86% | Add |
| 18 | WMT | Walmart Inc | +0.3% | +1.25% | Add |
| 19 | BX | Blackstone Inc | +0.3% | -0.53% | Add |
| 20 | ORCL | Oracle CORP | +0.3% | +6.15% | Add |
| 21 | BLK | Blackrock Inc | +0.2% | +20.19% | Add |
| 22 | COST | Costco Wholesale CORP | +0.2% | +1.65% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.48% | Add |
| 24 | LLY | Eli Lilly & Co | 0% | +4.27% | Add |
| 25 | AXP | American Express Co | 0% | +0.62% | Add |
| 26 | ETN | Eaton Corporation plc | 0% | -0.60% | Add |
| 27 | MCD | Mcdonald's CORP | 0% | -0.07% | Add |
| 28 | JNJ | Johnson & Johnson | -0.1% | +3.27% | Add |
| 29 | TJX | Tjx Companies Inc | -0.2% | -1.19% | Add |
| 30 | META | Meta Platforms Inc-class A | -0.2% | +5.61% | Add |
| 31 | MA | Mastercard Inc - A | -0.2% | +1.10% | Add |
| 32 | V | Visa Inc-class A Shares | -0.3% | +29.41% | Add |
| 33 | AAPL | Apple Inc | -0.4% | +9.49% | Add |
| 34 | JPM | Jpmorgan Chase & Co | -0.4% | +0.69% | Add |
| 35 | AVGO | Broadcom Inc | -0.4% | -1.10% | Add |
| 36 | LOW | Lowe's Cos Inc | -0.5% | +3.54% | Add |
| 37 | AVSC | Avantis US Small Cap Equity | -1.5% | +0.62% | Trim |
| 38 | ERIE | Erie Indemnity Company-cl A | -2.1% | — | Trim |
| 39 | IWR | Ishares Russell Mid-cap ETF | -2.3% | +8.97% | Add |
| 40 | IWY | Ishares Russell Top 200 Grow | -3.8% | +5.70% | Add |
| 41 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 42 | IQLT | Ishares Msci International Q | — | NEW | New buy |
| 43 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 44 | BFS | Saul Centers Inc | — | NEW | New buy |
| 45 | IUSV | Ishares Core S&p U.s. Value | — | NEW | New buy |
| 46 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 47 | XMHQ | Invesco S&p Midcap Qual ETF | — | NEW | New buy |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | — | NEW | New buy |
| 49 | DON | Wisdomtree US Midcap Dividen | — | NEW | New buy |
| 50 | DFAT | Dimensional US Target Value | — | 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 1651 disclosed positions in Q3 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 MSFT, NVDA, AAPL) accounted for 17.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
IJH
市值: $161.9M
Top Position Liquidated / Trimmed
ERIE
前期市值: $41.6M
During Q3 2025, Atlantic Union Bankshares Corp's top holdings by market value included MSFT (4.5%)、NVDA (4.4%)、AAPL (4.2%). The largest single position, MSFT, represented 4.5% of total portfolio value.
In Q3 2025, Atlantic Union Bankshares Corp made 50 total portfolio adjustments, initiating 10 new buys, adding to 38 positions, trimming 2 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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