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CIK: 0000883948
Total reported value
$6.0B
$6.0B
1688 檔
17.1%
In Q4 2025, Atlantic Union Bankshares Corp's U.S. equity holdings reached a combined market value of $6.0B, distributed across 1688 disclosed stock positions.
Atlantic Union Bankshares Corp executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 4 holdings and trimming 21 positions.
Showing top 200 holdings (of 1688 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.40% | +0.12% | -1.39% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.37% | -0.01% | -1.20% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.13% | -0.37% | -0.53% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.26% | +0.14% | -2.19% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.03% | -0.03% | -1.30% | |
| 6 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.62% | +0.33% | +0.78% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.06% | +0.12% | -1.07% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.00% | -0.28% | -0.74% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.94% | +0.02% | +0.94% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.80% | -0.06% | -1.57% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.61% | +0.29% | +1.56% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.59% | +0.11% | -2.75% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.51% | -0.16% | -2.27% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.39% | -0.14% | -0.37% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.24% | +0.08% | +0.07% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.15% | -0.11% | +2.46% | |
| 17 | IQLT | Ishares Msci International Q | ETF-Other | 1.10% | -0.07% | +1.92% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.09% | -0.06% | +5.99% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.98% | -0.02% | -3.82% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 0.80% | -0.08% | -0.57% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 0.79% | -0.12% | -1.79% | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.78% | +0.03% | +0.45% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.15% | -0.13% | |
| 24 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.76% | +0.05% | +8.57% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | +0.02% | -0.76% | |
| 26 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 0.75% | +0.06% | +9.21% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | -0.04% | +0.18% | |
| 28 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.69% | -0.03% | -0.69% | |
| 29 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 0.69% | +0.07% | +12.53% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.07% | -2.47% | |
| 31 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.64% | — | -3.80% | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.62% | +0.66% | +0.30% | |
| 33 | IBTP | Ishares Ibonds Dec 2034 ETF | ETF-Other | 0.62% | +0.08% | +32.61% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.61% | -0.11% | -0.76% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.13% | -0.15% | |
| 36 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-Other | 0.61% | +0.05% | +24.42% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.61% | -0.05% | +1.31% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.60% | -0.11% | -0.73% | |
| 39 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.59% | +0.10% | +12.60% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.13% | +0.67% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | +0.02% | -2.00% | |
| 42 | IBGA | Ishares Ibonds Dec 2044 ETF | ETF-Other | 0.55% | +0.06% | +39.35% | |
| 43 | AUB | Atlantic Union Bankshares Co | Stock-Financials | 0.55% | +0.21% | -1.06% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.24% | +0.42% | |
| 45 | AXP | American Express Co | Stock-Financials | 0.53% | — | -1.53% | |
| 46 | QCOM | Qualcomm Inc | Stock-Tech | 0.49% | +0.11% | +0.17% | |
| 47 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.48% | -0.02% | +11.22% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.11% | -1.00% | |
| 49 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.48% | -0.02% | -0.52% | |
| 50 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.45% | -0.05% | -2.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.4% | -1.07% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | -2.75% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.2% | -0.13% | Trim |
| 4 | AAPL | Apple Inc | +0.2% | -1.39% | Trim |
| 5 | IBTP | Ishares Ibonds Dec 2034 ETF | +0.2% | +32.61% | Add |
| 6 | IBGA | Ishares Ibonds Dec 2044 ETF | +0.2% | +39.35% | Add |
| 7 | IBTO | Ishares Ibonds Dec 2033 Tres | +0.1% | +24.42% | Add |
| 8 | AMZN | Amazon.com Inc | +0.1% | +0.94% | Add |
| 9 | BSCV | Invesco Bulletshares 2031 Cb | +0.1% | +12.53% | Add |
| 10 | GS | Goldman Sachs Group Inc | +0.1% | +0.45% | Add |
| 11 | MRK | Merck & Co. Inc. | +0.1% | -0.70% | Trim |
| 12 | VONG | Vanguard Russell 1000 Growth | +0.1% | +12.60% | Add |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.1% | -2.32% | Trim |
| 14 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +5.99% | Add |
| 15 | BSCW | Invesco Bulletshares 2032 Cb | +0.1% | +9.21% | Add |
| 16 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | +8.57% | Add |
| 17 | ISRG | Intuitive Surgical Inc | +0.1% | +3.59% | Add |
| 18 | AVGO | Broadcom Inc | +0.1% | +0.07% | Add |
| 19 | RTX | Rtx CORP | +0.1% | -1.79% | Trim |
| 20 | JNJ | Johnson & Johnson | +0.1% | -2.47% | Trim |
| 21 | COF | Capital One Financial CORP | +0.1% | -0.31% | Trim |
| 22 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +85.53% | Add |
| 23 | MUNI | Pimco Intermediate Municipal | +0.1% | +58.78% | Add |
| 24 | AXP | American Express Co | +0.1% | -1.53% | Trim |
| 25 | IWY | Ishares Russell Top 200 Grow | 0% | +0.78% | Add |
| 26 | IQLT | Ishares Msci International Q | 0% | +1.92% | Add |
| 27 | DHI | Dr Horton Inc | 0% | -2.25% | Trim |
| 28 | ZTS | Zoetis Inc | -0.1% | -18.65% | Trim |
| 29 | BSMR | Invesco Bulletshares 2027 Mb | -0.1% | -39.77% | Trim |
| 30 | DON | Wisdomtree US Midcap Dividen | -0.1% | -14.22% | Trim |
| 31 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -31.11% | Trim |
| 32 | ETN | Eaton Corporation plc | -0.1% | -0.44% | Trim |
| 33 | PANW | Palo Alto Networks Inc | -0.1% | +0.30% | Add |
| 34 | NVDA | Nvidia CORP | -0.1% | -1.20% | Trim |
| 35 | BAH | Booz Allen Hamilton Holdings | -0.1% | -92.98% | Trim |
| 36 | META | Meta Platforms Inc-class A | -0.1% | +2.46% | Add |
| 37 | FISV | Fiserv Inc | -0.1% | +3.76% | Add |
| 38 | HD | Home Depot Inc | -0.1% | +0.18% | Add |
| 39 | ORCL | Oracle CORP | -0.2% | -6.03% | Trim |
| 40 | MSFT | Microsoft CORP | -0.3% | -0.53% | Trim |
| 41 | BFS | Saul Centers Inc | -0.8% | -99.85% | Trim |
| 42 | ERIE | Erie Indemnity Company-cl A | — | EXIT | Sold out |
| 43 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | — | EXIT | Sold out |
| 44 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 45 | UL | Unilever PLC | — | EXIT | Sold out |
| 46 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 47 | BSMY | Invesco Bulletshares 2034 Mb | — | NEW | New buy |
| 48 | BSMZ | Inves Bltshrs 2035 Mb ETF | — | NEW | New buy |
| 49 | BSMS | Invesco Bulletshares 2028 Mb | — | NEW | New buy |
| 50 | BPRE | Bluerock Private Real Estate | — | 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 1688 disclosed positions in Q4 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 AAPL, NVDA, MSFT) accounted for 17.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $4.3M
Top Position Liquidated / Trimmed
ERIE
前期市值: $23.7M
During Q4 2025, Atlantic Union Bankshares Corp's top holdings by market value included AAPL (4.4%)、NVDA (4.4%)、MSFT (4.1%). The largest single position, AAPL, represented 4.4% of total portfolio value.
In Q4 2025, Atlantic Union Bankshares Corp made 50 total portfolio adjustments, initiating 5 new buys, adding to 20 positions, trimming 21 holdings, and fully liquidating 4 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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