AU

Atlantic Union Bankshares Corp

13F
Atlantic Union Bankshares Corp
Last update 2024-07-24 308 Stocks (42 new)
Value $1.60 Bil Turnover 27 %
Countries:
Top Holdings: IWR(4.73%)IWY(4.62%)AAPL(4.61%)MSFT(3.94%)ERIE(3.32%)
Portfolio Report
Summary Stock Picks Current Portfolio
Atlantic Union Bankshares Corp... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWR 		iShares Russell Mid-Cap ETF
934,014
75729.840
+0.74%
4.730
+0.03%
-
+7.21%
+14.05%
36788.667
 
IWY 		iShares Russell Top 200 Growth ETF
344,578
73918.870
-0.38%
4.620
-0.02%
-
+7.45%
+27.31%
12113.022
 
AAPL 		Apple Inc
350,341
73788.700
+47.38%
4.610
+1.48%
0.000
+5.63%
+20.21%
3505617.866
Hardware
MSFT 		Microsoft Corp
141,200
63109.220
+64.79%
3.940
+1.55%
0.000
-0.79%
+13.57%
3157034.390
Software
ERIE 		Erie Indemnity Co
146,552
53110.450
0%
3.320
0%
0.280
+19.78%
+38.60%
23964.444
Insurance
NVDA 		NVIDIA Corp
362,673
44804.520
+104.71%
2.800
+1.43%
0.000
+22.91%
+183.59%
3444257.300
Semiconductors
JEPI 		JPMorgan Equity Premium Income ETF
651,131
36906.100
-6.01%
2.310
-0.20%
-
+5.41%
+8.02%
36058.642
 
JPM 		JPMorgan Chase & Co
159,168
32193.190
+39.39%
2.010
+0.57%
0.010
+8.47%
+35.36%
633386.195
Banks
IBTO 		iShares iBonds Dec 2033 Term Treasury ETF
1,112,658
26701.420
+28.32%
1.670
+0.37%
-
+0.83%
-1.97%
211.735
 
AVGO 		Broadcom Inc
161,220
25884.320
-3.45%
1.620
-0.06%
0.000
+13.59%
+55.16%
800303.213
Semiconductors

Atlantic Union Bankshares Corp's Historical Top Holdings Breakdowns

Atlantic Union Bankshares Corp's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MSFT 		Microsoft Corp2024-06-30Add
+1.55%
●
389.33 ($422.32) 452.85
$424.73
0.57%
Add 64.79%
141,200
55,516
AAPL 		Apple Inc2024-06-30Add
+1.48%
●
165 ($186.49) 216.67
$230.57
23.64%
Add 47.38%
350,341
112,624
NVDA 		NVIDIA Corp2024-06-30Add
+1.43%
●
76.2 ($101.1) 135.58
$140.41
38.88%
Add 104.71%
362,673
185,513
SPY 		S&P 500 ETF TRUST ETF2024-06-30Add
+0.77%
●
495.16 ($523.39) 548.49
$579.24
10.67%
Add 353.54%
28,986
22,595
GOOG 		Alphabet Inc2024-06-30Add
+0.77%
●
151.94 ($170.1) 186.86
$164.53
-3.27%
Add 401.93%
83,637
66,974
META 		Meta Platforms Inc2024-06-30Add
+0.73%
●
430.17 ($486.09) 527.34
$567.78
16.81%
Add 125.6%
41,790
23,266
ABBV 		AbbVie Inc2024-06-30Add
+0.67%
●
154.79 ($165.65) 180.76
$189.65
14.49%
Add 191.17%
95,298
62,569
BRK.B 		Berkshire Hathaway Inc2024-06-30Add
+0.64%
●
396.73 ($408.62) 420.24
$457.77
12.03%
Add 192.83%
37,960
24,997
AMZN 		Amazon.com Inc2024-06-30Add
+0.63%
●
173.67 ($183.7) 197.85
$186.38
1.46%
Add 77.77%
118,933
52,031
JPM 		JPMorgan Chase & Co2024-06-30Add
+0.57%
●
180.08 ($195.5) 204.79
$224.98
15.08%
Add 39.39%
159,168
44,982

Atlantic Union Bankshares Corp Total Holding History ($B)

To

Atlantic Union Bankshares Corp's Asset Allocation

To

Atlantic Union Bankshares Corp Past Portfolios

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

Top Ranked Articles

  • 1

Atlantic Union Bankshares Corp's Hypothetical Growth since 2024-06-30

Atlantic Union Bankshares Corp's Yearly Returns

Year Portfolio % % Excess Gain %

Atlantic Union Bankshares Corp's Holdings Heat Map

Size field:

Atlantic Union Bankshares Corp's Holdings Bubble Chart

Atlantic Union Bankshares Corp News

  • 1

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