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MOODY NATIONAL BANK TRUST DIVISION
MOODY NATIONAL BANK TRUST DIVISION
Latest filing: 2026-06-30
MOODY NATIONAL BANK TRUST DIVISION runs MOODY NATIONAL BANK TRUST DIVISION and currently holds 496 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $1.21B. Their top holdings are VEA, VOO, VXF, NVDA, SPY. The top five represent 21.6% of reported portfolio weight. MOODY NATIONAL BANK TRUST DIVISION ranks #305 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MOODY NATIONAL BANK TRUST DIVISION initiated 5 new positions. They added to 37 existing positions. They trimmed 53 positions. Their current best-performing preview position is VPG with returns of +245.26%.
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496 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VEA VANGUARD TAX-MANAGED FDS | 6.43% | $57.51 | $73.43 | +27.68% | Trimmed -1.92% |
 VOO VANGUARD INDEX FDS | 5.68% | $500.99 | $703.77 | +40.48% | Trimmed -5.40% |
 VXF VANGUARD INDEX FDS | 3.39% | $181.39 | $245.51 | +35.35% | Added +0.83% |
 NVDA NVIDIA CORPORATION | 3.29% | $30.96 | $214.76 | +593.67% | Trimmed -4.45% |
 SPY STATE STR SPDR S&P 500 ETF T | 2.82% | $644.32 | $765.62 | +18.83% | Added +0.33% |
 IVV ISHARES TR | 2.73% | $373.80 | $769.30 | +105.81% | Held |
 VWO VANGUARD INTL EQUITY INDEX F | 2.71% | $48.66 | $60.45 | +24.23% | Trimmed -1.61% |
 VTWO VANGUARD SCOTTSDALE FDS | 2.62% | $92.63 | $121.25 | +30.90% | Added +28.30% |
 AAPL APPLE INC | 2.58% | $85.07 | $309.35 | +263.64% | Trimmed -2.79% |
 MSFT MICROSOFT CORP | 1.82% | $152.16 | $483.24 | +217.59% | Trimmed -0.53% |
Showing 1-10 of 496