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CIK: 0001656167
Total reported value
$155.6M
$155.6M
167 檔
14.2%
During the Q4 2024 filing period, Renasant Bank (CIK: 0001656167) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $155.6M across 167 reported positions.
Renasant Bank executed strategic sector rebalancing during Q4 2024, establishing 6 new positions while fully exiting 10 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACIO | Aptus Collared Invest Opp | ETF-Other | 4.06% | +0.11% | +74.34% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.79% | -0.16% | -5.80% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.61% | -0.13% | +3.93% | |
| 4 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.51% | -0.04% | -46.75% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.37% | -0.16% | +0.51% | |
| 6 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 2.18% | +0.12% | +92.10% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.09% | +0.01% | -5.46% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.06% | +0.12% | — | |
| 9 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 2.03% | +0.02% | +76.77% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.99% | +0.01% | +25.70% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.82% | -0.43% | EXIT | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.81% | +0.07% | +202.85% | |
| 13 | DRSK | Aptus Defined Risk ETF | ETF-Other | 1.80% | -0.04% | +57.61% | |
| 14 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.59% | +0.09% | — | |
| 15 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 1.32% | +0.07% | +79.56% | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 1.29% | — | -11.94% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 1.26% | -0.16% | -13.07% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | -0.01% | +0.91% | |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.12% | — | -26.20% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.15% | +140.35% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.09% | -0.07% | — | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.09% | -0.09% | -1.33% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.07% | +0.26% | -6.17% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.04% | -0.01% | -33.77% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.03% | -0.01% | +3.47% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.03% | +0.17% | -8.63% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | -0.28% | -33.97% | |
| 28 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.99% | -0.04% | -4.01% | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.99% | -0.10% | -6.65% | |
| 30 | DFAT | Dimensional US Target Value | ETF-Other | 0.94% | +0.02% | — | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.94% | +0.05% | +195.56% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.93% | — | -6.13% | |
| 33 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.91% | +0.21% | +0.53% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.84% | +0.26% | +2.95% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | -0.55% | -1.85% | |
| 36 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.83% | +0.09% | +7.32% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | -0.08% | +113.59% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.79% | +0.45% | +2.11% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | +0.02% | +17.86% | |
| 40 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.76% | -0.01% | -3.11% | |
| 41 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.76% | +0.07% | — | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.76% | -0.04% | +44.24% | |
| 43 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.76% | -0.02% | -6.45% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -1.03% | EXIT | |
| 45 | MUB | Ishares National Muni Bond E | ETF-Other | 0.71% | — | — | |
| 46 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.71% | -0.03% | -2.18% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.70% | — | +9.28% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | +0.65% | -7.47% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.06% | -3.22% | |
| 50 | GVI | Ishares Intermediate Governm | ETF-Other | 0.68% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACIO | Aptus Collared Invest Opp | +1.7% | +74.34% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +1.1% | +202.85% | Add |
| 3 | IDUB | Aptus Intl Enhan Yld ETF | +0.9% | +92.10% | Add |
| 4 | OSCV | Opus Small Cap Value ETF | +0.9% | +76.77% | Add |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.7% | +140.35% | Add |
| 6 | DRSK | Aptus Defined Risk ETF | +0.6% | +57.61% | Add |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.6% | +195.56% | Add |
| 8 | ADME | Aptus Drwdwn Mgd Eqty ETF | +0.6% | +79.56% | Add |
| 9 | HD | Home Depot Inc | +0.4% | +113.59% | Add |
| 10 | SBAC | Sba Communications CORP | +0.4% | NEW | New buy |
| 11 | PANW | Palo Alto Networks Inc | +0.4% | NEW | New buy |
| 12 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +25.70% | Add |
| 13 | JUCY | Aptus Enhanced Yield ETF | +0.3% | +150.20% | Add |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | NEW | New buy |
| 15 | IWD | Ishares Russell 1000 Value E | +0.2% | +44.24% | Add |
| 16 | AVGO | Broadcom Inc | +0.2% | -6.17% | Trim |
| 17 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 18 | NVDA | Nvidia CORP | +0.2% | +17.86% | Add |
| 19 | FANG | Diamondback Energy Inc | +0.2% | NEW | New buy |
| 20 | AMZN | Amazon.com Inc | +0.2% | +0.91% | Add |
| 21 | ARES | Ares Management CORP - A | +0.2% | +37.27% | Add |
| 22 | SFM | Sprouts Farmers Market Inc | +0.2% | NEW | New buy |
| 23 | TT | Trane Technologies plc | +0.2% | +46.84% | Add |
| 24 | FISV | Fiserv Inc | +0.2% | +18.14% | Add |
| 25 | ENB | Enbridge Inc | -0.2% | EXIT | Sold out |
| 26 | HUM | Humana Inc | -0.2% | EXIT | Sold out |
| 27 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | -0.2% | -50.19% | Trim |
| 29 | VZ | Verizon Communications Inc | -0.2% | EXIT | Sold out |
| 30 | DOW | Dow Inc | -0.2% | EXIT | Sold out |
| 31 | CE | Celanese CORP | -0.2% | EXIT | Sold out |
| 32 | BHP | Bhp Group Ltd-spon Adr | -0.2% | EXIT | Sold out |
| 33 | RTX | Rtx CORP | -0.2% | EXIT | Sold out |
| 34 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | EXIT | Sold out |
| 35 | DUBS | Aptus Lrg Cap Enh Yld ETF | -0.2% | -25.60% | Trim |
| 36 | RSG | Republic Services Inc | -0.3% | -44.27% | Trim |
| 37 | MBB | Ishares Mbs ETF | -0.3% | -11.94% | Trim |
| 38 | HLT | Hilton Worldwide Holdings In | -0.3% | -53.87% | Trim |
| 39 | AGZ | Ishares Agency Bond ETF | -0.3% | -53.01% | Trim |
| 40 | IJR | Ishares Core S&p Small-cap E | -0.4% | -48.24% | Trim |
| 41 | IEMG | Ishares Core Msci Emerging | -0.4% | -35.04% | Trim |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.4% | -58.31% | Trim |
| 43 | PLD | Prologis Inc | -0.4% | -50.59% | Trim |
| 44 | UNH | Unitedhealth Group Inc | -0.4% | -5.55% | Trim |
| 45 | IGIB | Ishares 5-10y Inv Grade CORP | -0.5% | -26.20% | Trim |
| 46 | IVV | Ishares Core S&p 500 ETF | -0.5% | -33.97% | Trim |
| 47 | ILTB | Ishares Core 10+ Year Usd Bo | -0.5% | EXIT | Sold out |
| 48 | SCHG | Schwab US Large-cap Growth | -0.6% | +80.44% | Add |
| 49 | IEFA | Ishares Core Msci Eafe ETF | -0.7% | -33.77% | Trim |
| 50 | HELO | Jpmorgan Hedged Equity ETF | -2.2% | -46.75% | Trim |
According to official SEC Form 13F filings, Renasant Bank reported a total U.S. public equity portfolio value of $155.6M across 167 disclosed positions in Q4 2024.
During Q4 2024, Renasant Bank's top holdings by market value included ACIO (4.1%)、IVW (2.8%)、MSFT (2.6%). The largest single position, ACIO, represented 4.1% 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.
In terms of portfolio concentration, the top 5 core holdings (including ACIO, IVW, MSFT) accounted for 14.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
SBAC
市值: $576.6K
Top Position Liquidated / Trimmed
ILTB
前期市值: $771.2K
In Q4 2024, Renasant Bank made 50 total portfolio adjustments, initiating 6 new buys, adding to 18 positions, trimming 16 holdings, and fully liquidating 10 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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