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CIK: 0000883782
Total reported value
$3.3B
$3.3B
665 檔
14.6%
At the close of Q4 2024, Fulton Bank, N.a. disclosed equity holdings valued at approximately $3.3B, spread across 665 reported holdings.
Fulton Bank, N.a. executed strategic sector rebalancing during Q4 2024, establishing 19 new positions while fully exiting 19 holdings and trimming 86 positions.
In terms of portfolio concentration, the top 5 core holdings (including VINIX, TRLGX, GSIMX) accounted for 14.6% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 665 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VINIX | Vanguard Inst Index-inst | Stock-Other | 6.64% | -0.44% | +4.70% | |
| 2 | TRLGX | T Rowe Pr Lrg Cap Grw-i | Stock-Other | 3.28% | — | -0.04% | |
| 3 | GSIMX | Gldmn Schs Gqg Prt Intl-inst | Stock-Other | 3.03% | -0.41% | -0.75% | |
| 4 | AFVZX | Applied Finance Select-inst | Stock-Other | 2.84% | -0.34% | +0.68% | |
| 5 | SVFYX | Smead Value Fund-y | Stock-Other | 2.78% | -0.03% | -2.11% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.75% | +0.16% | -1.79% | |
| 7 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 2.70% | +0.06% | +1.83% | |
| 8 | JGASX | Jpmorgan Growth Advantag-i | Stock-Other | 2.51% | -0.11% | +0.75% | |
| 9 | VDIGX | Vanguard Dividend Growth-inv | Stock-Other | 2.31% | -0.09% | +0.38% | |
| 10 | TILIX | Nuveen Lrg Cap Grw Indx F-r6 | Stock-Other | 2.29% | -0.18% | -1.11% | |
| 11 | PMAQX | Principal Midcap Fund-r6 | Stock-Other | 2.13% | -0.14% | +11177.53% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.91% | +0.40% | +0.51% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | +0.52% | -0.82% | |
| 14 | VIGAX | Vanguard Growth Index-adm | Stock-Other | 1.75% | +0.03% | -3.92% | |
| 15 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 1.64% | -0.35% | +0.73% | |
| 16 | FULT | Fulton Financial CORP | Stock-Financials | 1.52% | -0.05% | -0.79% | |
| 17 | VIMAX | Vanguard Mid Cap Index-adm | Stock-Other | 1.51% | -0.03% | -1.11% | |
| 18 | JLGMX | Jpmorgan Large Cap Grow-r6 | Stock-Other | 1.46% | -0.10% | -0.60% | |
| 19 | VSMAX | Vanguard Sml Cap Indx-adm | Stock-Other | 1.30% | -0.12% | -2.82% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.29% | -0.02% | -3.59% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.20% | +0.03% | +0.66% | |
| 22 | UBVLX | Undisc Mgrs Behav Val-l | Stock-Other | 1.18% | -0.08% | +2.85% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | -0.05% | +44.67% | |
| 24 | VTMGX | Vanguard Dev Mkt Indx-adm | Stock-Other | 1.12% | -0.01% | +0.79% | |
| 25 | CIVIX | Causeway Intl Val-inst | Stock-Other | 1.08% | -0.04% | -0.99% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | +0.21% | -4.24% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.19% | +15.60% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | +0.05% | -3.86% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | -0.07% | +9.70% | |
| 30 | DNSMX | Driehaus Small Cap Grow-inst | Stock-Other | 0.86% | -0.20% | +6.91% | |
| 31 | VVIAX | Vanguard Value Index-adm | Stock-Other | 0.85% | -0.04% | -1.98% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.78% | +0.01% | -4.18% | |
| 33 | JVMIX | Jh Iii Disc Mid Cap Val-i | Stock-Other | 0.72% | +0.04% | -0.49% | |
| 34 | EGFIX | Edgewood Growth Fund-inst | Stock-Other | 0.68% | — | -11.29% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.63% | +0.03% | -0.85% | |
| 36 | SFLNX | Schwab Fndmntl US Lrg Comp | Stock-Other | 0.61% | +0.04% | +9.77% | |
| 37 | JMGMX | Jpmorgan Mid Cap Growth-r6 | Stock-Other | 0.59% | -0.05% | +8.84% | |
| 38 | TILVX | Nuveen Lrg Cap Val Indx F-r6 | Stock-Other | 0.59% | -0.18% | -0.50% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.08% | +4.09% | |
| 40 | MISMX | Matthews Emrg Mrk Sm Co-inst | Stock-Other | 0.51% | — | -2.27% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | +0.01% | -2.74% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | -0.01% | +9.51% | |
| 43 | VMVAX | Vanguard M/c Val Indx-adm | Stock-Other | 0.43% | -0.04% | +0.92% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.05% | +18.61% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.01% | -6.24% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.10% | -0.25% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | +0.01% | -2.12% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.38% | -0.02% | -2.41% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | -0.01% | +11.22% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.34% | — | +19.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PMAQX | Principal Midcap Fund-r6 | +2.1% | +11177.53% | Add |
| 2 | VINIX | Vanguard Inst Index-inst | +0.4% | +4.70% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.4% | +44.67% | Add |
| 4 | AVGO | Broadcom Inc | +0.3% | +9.70% | Add |
| 5 | AMZN | Amazon.com Inc | +0.2% | +0.66% | Add |
| 6 | TSLA | Tesla Inc | +0.2% | +18.61% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | -0.82% | Trim |
| 8 | AAPL | Apple Inc | +0.2% | -1.79% | Trim |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | +15.60% | Add |
| 10 | VFIAX | Vanguard 500 Index-adm | +0.1% | +1.83% | Add |
| 11 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 12 | CBRE | Cbre Group Inc - A | +0.1% | +342.00% | Add |
| 13 | FULT | Fulton Financial CORP | +0.1% | -0.79% | Trim |
| 14 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +4.09% | Add |
| 16 | AMAT | Applied Materials Inc | +0.1% | +221.81% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.86% | Trim |
| 18 | APTV | Aptiv PLC | +0.1% | NEW | New buy |
| 19 | TILIX | Nuveen Lrg Cap Grw Indx F-r6 | +0.1% | -1.11% | Trim |
| 20 | NFLX | Netflix Inc | +0.1% | -2.41% | Trim |
| 21 | APP | Applovin Corp-class A | +0.1% | +12.07% | Add |
| 22 | OAZIX | Oakmark International-r6 | +0.1% | NEW | New buy |
| 23 | JLGMX | Jpmorgan Large Cap Grow-r6 | +0.1% | -0.60% | Trim |
| 24 | VIGAX | Vanguard Growth Index-adm | +0.1% | -3.92% | Trim |
| 25 | IWF | Ishares Russell 1000 Growth | +0.1% | -3.59% | Trim |
| 26 | BMO | Bank Of Montreal | +0.1% | NEW | New buy |
| 27 | DNSMX | Driehaus Small Cap Grow-inst | +0.1% | +6.91% | Add |
| 28 | VSLU | Applied Finance Valuat ETF | +0.1% | +15.83% | Add |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | -2.74% | Trim |
| 30 | V | Visa Inc-class A Shares | +0.1% | -2.12% | Trim |
| 31 | SFLNX | Schwab Fndmntl US Lrg Comp | +0.1% | +9.77% | Add |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +59.11% | Add |
| 33 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 34 | JMGMX | Jpmorgan Mid Cap Growth-r6 | 0% | +8.84% | Add |
| 35 | CRM | Salesforce Inc | 0% | +13.72% | Add |
| 36 | VONV | Vanguard Russell 1000 Value | 0% | NEW | New buy |
| 37 | MA | Mastercard Inc - A | 0% | -0.85% | Trim |
| 38 | JGASX | Jpmorgan Growth Advantag-i | 0% | +0.75% | Add |
| 39 | IEFA | Ishares Core Msci Eafe ETF | 0% | +50.69% | Add |
| 40 | ORCL | Oracle CORP | 0% | +14.00% | Add |
| 41 | ITM | Vaneck Intermediate Muni ETF | 0% | +85.75% | Add |
| 42 | VTIP | Vanguard Short-term Tips | 0% | +25.80% | Add |
| 43 | MCK | Mckesson CORP | 0% | +6.19% | Add |
| 44 | SMCO | Hilton Small-midcap Opp ETF | 0% | +242.97% | Add |
| 45 | RCL | Royal Caribbean Cruises Ltd. | 0% | +36.69% | Add |
| 46 | PRMB | Primo Brands CORP | 0% | NEW | New buy |
| 47 | VONG | Vanguard Russell 1000 Growth | 0% | NEW | New buy |
| 48 | EFA | Ishares Msci Eafe ETF | 0% | +19.26% | Add |
| 49 | BKNG | Booking Holdings Inc | 0% | +7.47% | Add |
| 50 | GE | General Electric | 0% | +217.41% | Add |
According to official SEC Form 13F filings, Fulton Bank, N.a. reported a total U.S. public equity portfolio value of $3.3B across 665 disclosed positions in Q4 2024.
During Q4 2024, Fulton Bank, N.a.'s top holdings by market value included VINIX (6.6%)、TRLGX (3.3%)、GSIMX (3.0%). The largest single position, VINIX, represented 6.6% of total portfolio value.
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.
Top New Position Initiated
BLK
市值: $2.8M
Top Position Liquidated / Trimmed
PCBIX
前期市值: $56.2M
In Q4 2024, Fulton Bank, N.a. made 200 total portfolio adjustments, initiating 19 new buys, adding to 76 positions, trimming 86 holdings, and fully liquidating 19 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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