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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
VVisa Inc
Recent Activity
Decreased -2.79%
1.08%
$10.263M
32,473 shares@ $316.05 avg price
TSLATesla Inc
Recent Activity
Decreased -1.05%
1.05%
$9.985M
24,726 shares@ $403.85 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -9.55%
0.96%
$9.165M
11,872 shares@ $772.0 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.29%
0.92%
$8.733M
45,856 shares@ $190.45 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -4.94%
0.82%
$7.831M
32,669 shares@ $239.72 avg price
VTVVanguard Etf Usa
Recent Activity
Decreased -10.9%
0.82%
$7.789M
46,007 shares@ $169.3 avg price
BRK.BBerkshire Hathaway Inc
Recent Activity
Decreased -5.68%
0.82%
$7.765M
17,131 shares@ $453.29 avg price
IJRBlackrock Fund Advisors
Recent Activity
Decreased -5.61%
0.77%
$7.271M
63,104 shares@ $115.23 avg price
AXONAxon Enterprise Inc
Recent Activity
Decreased -17.19%
0.69%
$6.587M
11,084 shares@ $594.33 avg price
HDHome Depot Inc The
Recent Activity
Decreased -4.5%
0.69%
$6.528M
16,781 shares@ $388.99 avg price