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CIK: 0001656167
Total reported value
$155.6M
$155.6M
156 檔
15.3%
At the close of Q1 2025, Renasant Bank disclosed equity holdings valued at approximately $155.6M, spread across 156 reported holdings.
In Q1 2025, Renasant Bank displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including ACIO, IDUB, VEA) accounted for 15.3% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACIO | Aptus Collared Invest Opp | ETF-Other | 4.60% | +0.11% | +15.19% | |
| 2 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 3.08% | +0.12% | +33.08% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.03% | +0.07% | +54.04% | |
| 4 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 2.60% | +0.02% | +32.69% | |
| 5 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.49% | -0.04% | +0.98% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.39% | -0.13% | +0.57% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.36% | -0.16% | -9.64% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.25% | +0.01% | +11.77% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.20% | -0.16% | -9.02% | |
| 10 | DRSK | Aptus Defined Risk ETF | ETF-Other | 2.17% | -0.04% | +18.81% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.04% | +0.15% | +86.61% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.99% | +0.12% | -0.78% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.95% | -0.43% | EXIT | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.81% | +0.01% | -4.26% | |
| 15 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 1.74% | +0.07% | +35.80% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.63% | +0.05% | +66.04% | |
| 17 | UPSD | Aptus Large Cap Upside ETF | ETF-Large Cap & Growth | 1.57% | +0.07% | — | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.54% | +0.09% | — | |
| 19 | MBB | Ishares Mbs ETF | ETF-Other | 1.51% | — | +12.47% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | -0.01% | +7.93% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 1.02% | -0.16% | -1.43% | |
| 22 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.99% | — | -15.19% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.98% | -0.07% | -1.80% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.97% | -0.09% | -9.79% | |
| 25 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-Other | 0.96% | +0.18% | +50.08% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | -0.55% | +7.85% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.93% | -0.04% | -4.62% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.93% | — | +53.43% | |
| 29 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.90% | +0.21% | -0.53% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.88% | -0.10% | -4.80% | |
| 31 | DFAT | Dimensional US Target Value | ETF-Other | 0.86% | +0.02% | -3.23% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | +0.65% | +8.16% | |
| 33 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 0.81% | -0.06% | +41.60% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | +0.26% | -2.06% | |
| 35 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.77% | — | -1.49% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.75% | -0.08% | -1.34% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.75% | +0.26% | -26.19% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -1.03% | EXIT | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.17% | -14.11% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | +0.02% | +12.65% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.06% | -1.55% | |
| 42 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.72% | -0.03% | -0.89% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.72% | — | — | |
| 44 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.71% | +0.07% | -0.42% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.71% | — | -29.18% | |
| 46 | GVI | Ishares Intermediate Governm | ETF-Other | 0.70% | -0.03% | — | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.70% | +0.09% | -6.82% | |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.68% | -0.02% | -4.78% | |
| 49 | ETN | Eaton Corporation plc | Stock-Industrials | 0.67% | +0.45% | +0.54% | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.67% | -0.01% | -4.59% |
According to official SEC Form 13F filings, Renasant Bank reported a total U.S. public equity portfolio value of $155.6M across 156 disclosed positions in Q1 2025.
During Q1 2025, Renasant Bank's top holdings by market value included ACIO (4.6%)、IDUB (3.1%)、VEA (3.0%). The largest single position, ACIO, represented 4.6% of total portfolio value.
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Top New Position Initiated
ACIO
市值: $6.9M
In Q1 2025, Renasant Bank 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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