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Jordan Pitts

@Moody National Bank Trust Division

Latest period2024 - Q4ReportedManaged Assets$956.178MTotal holdings478
Assets growth rate2.37%Assets growth rate (2-Q avg)-12.51%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Moody National Bank Trust Division's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 478 positions.

Assets under management

The assets under management (AUM) of Moody National Bank Trust Division over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 956.178M in assets, with a quarterly growth rate of 2.37% and a 2-quarter average growth rate of -12.51%. The portfolio is managed by Jordan Pitts, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFAEDimensional Etf Trust
Recent Activity
New Position
0.16%
$1.494M
58,884 shares@ $25.37 avg price
DFASDimensional Etf Trust
Recent Activity
New Position
0.16%
$1.486M
22,837 shares@ $65.09 avg price
VGSHVanguard Group Inc The
Recent Activity
New Position
0.16%
$1.476M
25,365 shares@ $58.19 avg price
OSEAHarbor Etf Trust
Recent Activity
New Position
0.16%
$1.462M
56,573 shares@ $25.85 avg price
TDITouchstone Etf Trust
Recent Activity
New Position
0.15%
$1.41M
51,182 shares@ $27.56 avg price
AAPAdvance Auto Parts Inc
Recent Activity
New Position
0.13%
$1.196M
25,289 shares@ $47.3 avg price
SGSweetgreen Inc
Recent Activity
New Position
0.13%
$1.182M
36,876 shares@ $32.07 avg price
MPWRMonolithic Power Systems Inc
Recent Activity
New Position
0.12%
$1.089M
1,840 shares@ $591.7 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
New Position
0.12%
$1.067M
1,498 shares@ $712.33 avg price
ACHRArcher Aviation Inc
Recent Activity
New Position
0.11%
$1.023M
104,950 shares@ $9.76 avg price