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
+19.71%
+7.97%
658,032.1
 
NVDA
NVIDIA Corp
292,098
46,148.6
-3.44%
4.220
-0.12%
0.000
+68.90%
+24.39%
4,072,965.9
Semiconductors
MSFT
Microsoft Corp
82,923
41,246.7
-1.39%
3.770
-0.05%
0.000
+38.00%
+20.34%
3,755,441.4
Software
AAPL
Apple Inc
155,800
31,965.5
+0.76%
2.920
+0.02%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
VEA
Vanguard FTSE Developed Markets ETF
496,704
28,317.1
+18.57%
2.590
+0.41%
0.020
+12.11%
+21.29%
160,177.0
 
VXF
Vanguard Extended Market Index ETF
146,474
28,227.0
+11.08%
2.580
+0.26%
0.140
+22.64%
+5.21%
21,276.1
 
IVV
iShares Core S&P 500 ETF
43,850
27,226.5
+0.77%
2.490
+0.02%
0.000
+19.71%
+7.98%
636,576.3
 
AMZN
Amazon.com Inc
104,744
22,979.8
+0.89%
2.100
+0.02%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
META
Meta Platforms Inc
26,523
19,576.4
+2.97%
1.790
+0.05%
0.000
+40.99%
+20.58%
1,772,123.0
Interactive Media
VWO
Vanguard FTSE Emerging Markets ETF
348,337
17,228.8
+13.65%
1.580
+0.19%
0.020
+15.62%
+15.71%
85,768.1
 

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
$57.96
3.35%
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
$577.95
10.01%
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
$57.28
7.03%
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
$198.64
11.91%
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
$48.60
-0.53%
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
$65.49
-0.37%
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
$34.40
1.84%
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
$50.76
9.49%
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
$36.95
1.90%
Reduce -89.47%
5,562
-47,271
VTV
Vanguard Value ETF
2025-06-30
Add
Add
+0.15%
●
153.67 ($168.97) 176.74
$178.87
5.86%
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

  • 1

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

  • 1

Discussions on MOODY NATIONAL BANK TRUST DIVISION

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.