Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Zions Bancorporation, N.A. (CIK 1666757) reported $1.59B across 862 reported positions in its SEC 13F filing for 2024-12-31. Largest positions: IWS ($152.3M, 9.61%), IVV ($124.6M, 7.86%), VTI ($106.2M, 6.70%), IWP ($63.6M, 4.01%), VWO ($49.2M, 3.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWS | iShares Russell Mid-Cap Value | $152.3M | 9.61% | 1.2M | Added |
| 2 | IVV | iShares Core S&P 500 ETF | $124.6M | 7.86% | 211,613 | Added |
| 3 | VTI | Vanguard Total Stock Market ET | $106.2M | 6.70% | 366,470 | Trimmed |
| 4 | IWP | iShares Russell Mid-Cap Growth | $63.6M | 4.01% | 501,821 | Trimmed |
| 5 | VWO | Vanguard FTSE Emerging Markets | $49.2M | 3.10% | 1.1M | Added |
| 6 | AGG | iShares Core US Aggregate Bond | $45.8M | 2.89% | 472,538 | Trimmed |
| 7 | NVDA | Nvidia Corp | $33.4M | 2.11% | 248,799 | Added |
| 8 | AMZN | Amazon.Com Inc | $32.5M | 2.05% | 148,014 | Added |
| 9 | AAPL | Apple Inc | $30.2M | 1.91% | 120,795 | Added |
| 10 | MSFT | Microsoft Corp | $29.9M | 1.88% | 70,832 | Added |
| 11 | IJH | iShares Core S&P Mid-Cap ETF | $29.5M | 1.86% | 473,005 | Trimmed |
| 12 | META | Meta Platforms Inc. Class A | $21.2M | 1.34% | 36,273 | Added |
| 13 | VEU | Vanguard FTSE All-World Ex-US | $18.2M | 1.15% | 316,842 | Added |
| 14 | VIG | Vanguard Dividend Appreciation | $17.4M | 1.10% | 88,789 | Added |
| 15 | V | Visa Inc Class A | $15.6M | 0.99% | 49,416 | Added |
| 16 | NFLX | Netflix Inc | $12.4M | 0.78% | 13,928 | Added |
| 17 | VZ | Verizon Communications Inc | $11.2M | 0.70% | 279,172 | Added |
| 18 | GILD | Gilead Sciences Inc | $10.7M | 0.67% | 115,725 | Added |
| 19 | ENB | Enbridge Inc | $10.6M | 0.67% | 248,960 | Added |
| 20 | BMY | Bristol-Myers Squibb Co. | $10.7M | 0.67% | 188,331 | Added |
| 21 | CVX | Chevron Corp | $9.8M | 0.62% | 67,516 | Added |
| 22 | UNH | United Health Group Inc | $9.2M | 0.58% | 18,093 | Added |
| 23 | USB | US Bancorp Del New | $9.3M | 0.58% | 193,606 | Added |
| 24 | LLY | Eli Lilly & Co | $9.1M | 0.58% | 11,826 | Added |
| 25 | XEL | Xcel Energy Inc | $8.9M | 0.56% | 131,594 | Added |
Source: SEC Form 13F filings · as of 2024-12-31