MN

MOODY NATIONAL BANK TRUST DIVISION

13F
MOODY NATIONAL BANK TRUST DIVISION
Last update 2025-07-10 495 Stocks (28 new)
Value $1.09 Bil Turnover 6 %
Countries:
Top Holdings: VOO(4.75%)NVDA(4.22%)MSFT(3.77%)AAPL(2.92%)VEA(2.59%)
Summary Stock Picks Current Portfolio
MOODY NATIONAL BANK TRUST DIVI... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
91,341
51,884.4
+13.17%
4.750
+0.55%
0.010
+18.66%
+8.74%
662,745.7
 
NVDA
NVIDIA Corp
292,098
46,148.6
-3.44%
4.220
-0.12%
0.000
+65.85%
+26.86%
4,154,059.4
Semiconductors
MSFT
Microsoft Corp
82,923
41,246.7
-1.39%
3.770
-0.05%
0.000
+35.07%
+20.21%
3,751,576.5
Software
AAPL
Apple Inc
155,800
31,965.5
+0.76%
2.920
+0.02%
0.000
+4.64%
-14.41%
3,193,578.3
Hardware
VEA
Vanguard FTSE Developed Markets ETF
496,704
28,317.1
+18.57%
2.590
+0.41%
0.020
+14.13%
+23.84%
163,546.6
 
VXF
Vanguard Extended Market Index ETF
146,474
28,227.0
+11.08%
2.580
+0.26%
0.140
+21.75%
+6.38%
21,512.8
 
IVV
iShares Core S&P 500 ETF
43,850
27,226.5
+0.77%
2.490
+0.02%
0.000
+18.68%
+8.77%
641,181.3
 
AMZN
Amazon.com Inc
104,744
22,979.8
+0.89%
2.100
+0.02%
0.000
+26.17%
+3.87%
2,419,150.3
Retail - Cyclical
META
Meta Platforms Inc
26,523
19,576.4
+2.97%
1.790
+0.05%
0.000
+37.19%
+22.01%
1,793,218.2
Interactive Media
VWO
Vanguard FTSE Emerging Markets ETF
348,337
17,228.8
+13.65%
1.580
+0.19%
0.020
+15.52%
+16.74%
86,528.5
 

MOODY NATIONAL BANK TRUST DIVISION's Historical Top Holdings Breakdowns

MOODY NATIONAL BANK TRUST DIVISION's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USRT
iShares Core U.S. REIT ETF
2025-06-30
Add
Add
+0.55%
●
50.37 ($56.08) 57.97
$58.02
3.46%
Add 138.91%
181,580
105,578
VOO
Vanguard S&P 500 ETF
2025-06-30
Add
Add
+0.55%
●
456.74 ($525.37) 568.03
$582.09
10.80%
Add 13.17%
91,341
10,627
VEA
Vanguard FTSE Developed Markets ETF
2025-06-30
Add
Add
+0.41%
●
45.65 ($53.52) 57.01
$58.48
9.28%
Add 18.57%
496,704
77,792
VXF
Vanguard Extended Market Index ETF
2025-06-30
Add
Add
+0.26%
●
150.43 ($177.5) 192.71
$200.85
13.15%
Add 11.08%
146,474
14,605
VTEB
Vanguard Tax-Exempt Bond ETF
2025-06-30
Add
Add
+0.23%
●
48.13 ($48.86) 49.85
$48.52
-0.70%
Add 39.64%
178,896
50,782
SBR
Sabine Royalty Trust
2025-06-30
New Buy
New Buy
+0.21%
●
60.25 ($65.73) 68.76
$65.83
0.15%
New holding
35,185
35,185
GLBE
Global E Online Ltd
2025-06-30
New Buy
New Buy
+0.19%
●
29.18 ($33.78) 42.39
$34.85
3.18%
New holding
61,477
61,477
VWO
Vanguard FTSE Emerging Markets ETF
2025-06-30
Add
Add
+0.19%
●
39.89 ($46.36) 49.46
$51.21
10.46%
Add 13.65%
348,337
41,837
FYBR
Frontier Communications Parent Inc
2025-06-30
Reduce
Reduce
-0.18%
●
35.51 ($36.26) 36.83
$36.92
1.82%
Reduce -89.47%
5,562
-47,271
VTV
Vanguard Value ETF
2025-06-30
Add
Add
+0.15%
●
153.67 ($168.97) 176.74
$180.43
6.78%
Add 14.75%
70,378
9,048

MOODY NATIONAL BANK TRUST DIVISION Total Holding History ($B)

To

MOODY NATIONAL BANK TRUST DIVISION's Asset Allocation

To

MOODY NATIONAL BANK TRUST DIVISION Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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MOODY NATIONAL BANK TRUST DIVISION's Hypothetical Growth since 2025-06-30

MOODY NATIONAL BANK TRUST DIVISION's Yearly Returns

Year Portfolio % % Excess Gain %

MOODY NATIONAL BANK TRUST DIVISION's Holdings Heat Map

Size field:

MOODY NATIONAL BANK TRUST DIVISION's Holdings Bubble Chart

MOODY NATIONAL BANK TRUST DIVISION News

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