Moody National Bank Trust Division
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 13, 2025), Moody National Bank Trust Division reported 478 stock positions worth $956.2 million. Its top holding was Nvidia (NVDA) at 4.2% of the portfolio, followed by Apple (AAPL, 4.1%) and Microsoft (MSFT, 3.7%). Compared with Q3 2024, it opened 44 new positions, sold out of 26, added to 107 and reduced 270. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +29%) and the biggest sale Zeta Global Class A (ZETA, shares −72%).
- Most Recent 13F
- Q2 2026
- Location
- GALVESTON, TX
- CIK
- 0001092903
- Portfolio Value
- $956.2M (Q4 2024)
- SEC Filing
- 0001096906-25-000030 ↗ filed Jan 13, 2025
Holdings Value
Holdings 478 stocks · $956.2M
| NVDA Nvidia Corp. | 4.22% | 300,571 | $40.4M | Reduce -3.2% |
| AAPL Apple Inc. | 4.09% | 156,097 | $39.1M | Reduce -2.8% |
| MSFT Microsoft Corp. | 3.70% | 83,882 | $35.4M | Reduce -2.4% |
| VOO Vanguard S&P 500 ETF | 3.58% | 63,483 | $34.2M | Add +28.5% |
| IVV iShares Core S&P 500 ETF | 2.68% | 43,513 | $25.6M | Reduce -1.9% |
| AMZN Amazon.com Inc. | 2.36% | 102,718 | $22.5M | Reduce -2.7% |
| VXF Vanguard Extended Market ETF | 2.20% | 110,684 | $21.0M | Add +20.7% |
| VEA Vanguard Ftse Developed ETF | 1.69% | 337,566 | $16.1M | Add +41.4% |
| META Meta Platforms Inc. Class A | 1.58% | 25,742 | $15.1M | Reduce -3.4% |
| VTWO Vanguard Russell 2000 ETF | 1.55% | 165,385 | $14.8M | Reduce -3.0% |
| AVGO Broadcom Inc. | 1.43% | 58,987 | $13.7M | Reduce -4.5% |
| GOOGL Alphabet Inc. Class A | 1.32% | 66,720 | $12.6M | Reduce -3.3% |
| IWR iShares Russell Mid-Cap ETF | 1.28% | 138,724 | $12.3M | Reduce -4.2% |
| VWO Vanguard Ftse Emerging Marke | 1.12% | 244,072 | $10.7M | Add +39.5% |
| V Visa Inc. Class A | 1.07% | 32,473 | $10.3M | Reduce -2.8% |
| TSLA Tesla Inc. | 1.04% | 24,726 | $10.0M | Reduce -1.1% |
| LLY Eli Lilly & Co. | 0.96% | 11,872 | $9.2M | Reduce -9.6% |
| XOM Exxon Mobil Corp. | 0.93% | 83,001 | $8.9M | Add +3.6% |
| GOOG Alphabet Inc. Class C | 0.91% | 45,856 | $8.7M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 0.82% | 32,669 | $7.8M | Reduce -5.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.81% | 46,007 | $7.8M | Reduce -10.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.81% | 17,131 | $7.8M | Reduce -5.7% |
| IJR iShares Core S&P Small-Cap E | 0.76% | 63,104 | $7.3M | Reduce -5.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.74% | 12,053 | $7.1M | Add +5.4% |
| AXON Axon Enterprise Inc. | 0.69% | 11,084 | $6.6M | Reduce -17.2% |
| HD Home Depot Inc. | 0.68% | 16,781 | $6.5M | Reduce -4.5% |
| WMT Walmart Inc. | 0.61% | 64,126 | $5.8M | Reduce -4.9% |
| PFRL Pgim Floating Rate Income Et | 0.58% | 110,371 | $5.6M | Add +3.8% |
| JNJ Johnson & Johnson | 0.56% | 36,911 | $5.3M | Reduce -3.0% |
| VCTR Victory Capital Holding - A | 0.55% | 80,884 | $5.3M | No change |
| COST Costco Wholesale Corp. | 0.55% | 5,692 | $5.2M | Reduce -3.2% |
| FANG Diamondback Energy Inc. | 0.52% | 30,120 | $4.9M | Add +50.6% |
| PG The Procter & Gamble Co. | 0.52% | 29,373 | $4.9M | Reduce -2.3% |
| FDHY Fidelity Enh Hi YLD ETF | 0.51% | 101,207 | $4.9M | Add +1.9% |
| MA Mastercard Inc. Class A | 0.50% | 9,136 | $4.8M | Reduce -3.5% |
| UNH Unitedhealth Group Inc. | 0.48% | 9,145 | $4.6M | Reduce -3.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.48% | 64,708 | $4.5M | Reduce -13.4% |
| GENI Genius Sports Ltd. | 0.47% | 520,214 | $4.5M | Add +1.5% |
| MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC | 0.44% | 133,846 | $4.2M | Add +101.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.42% | 91,954 | $4.0M | Reduce -4.2% |
| ABBV Abbvie Inc. | 0.42% | 22,517 | $4.0M | Reduce -4.0% |
| NFLX Netflix Inc. | 0.42% | 4,475 | $4.0M | Reduce -3.9% |
| MS Morgan Stanley | 0.41% | 31,538 | $4.0M | Reduce -7.3% |
| ODD Oddity Tech Ltd. Class A | 0.41% | 92,696 | $3.9M | Add +12.6% |
| CVX Chevron Corp. | 0.38% | 25,011 | $3.6M | Add +4.4% |
| MCD McDonald's Corp. | 0.37% | 12,330 | $3.6M | Reduce -3.3% |
| KO The Coca-Cola Co. | 0.36% | 55,715 | $3.5M | Reduce -1.6% |
| TOST Toast Inc. Class A | 0.36% | 94,949 | $3.5M | Reduce -31.9% |
| ORCL Oracle Corp. | 0.36% | 20,628 | $3.4M | Reduce -5.0% |
| CRM Salesforce Inc. | 0.36% | 10,191 | $3.4M | Reduce -1.6% |
| C Citigroup Inc. | 0.34% | 46,204 | $3.3M | Reduce -4.7% |
| AXP American Express Co. | 0.34% | 10,880 | $3.2M | Reduce -5.8% |
| WFC Wells Fargo & Co. | 0.34% | 45,940 | $3.2M | Reduce -5.1% |
| NOW ServiceNow Inc. | 0.34% | 3,035 | $3.2M | Reduce -2.0% |
| TMO Thermo Fisher Scientific Inc. | 0.33% | 6,155 | $3.2M | Reduce -3.5% |
| CSCO Cisco Systems Inc. | 0.33% | 53,978 | $3.2M | Add +1.0% |
| SPSC SPS Commerce Inc. | 0.33% | 17,201 | $3.2M | Reduce -0.0% |
| ISRG Intuitive Surgical Inc. | 0.33% | 6,005 | $3.1M | Reduce -5.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.32% | 12,158 | $3.1M | Reduce -47.6% |
| MRK Merck & Co. Inc. | 0.32% | 30,826 | $3.1M | Reduce -2.1% |
| HON Honeywell International Inc. | 0.32% | 13,537 | $3.1M | Reduce -3.3% |
| VFC VF Corp. | 0.31% | 136,303 | $2.9M | Add +9.2% |
| PEP Pepsico Inc. | 0.30% | 18,929 | $2.9M | Reduce -3.8% |
| NOC Northrop Grumman Corp. | 0.30% | 6,093 | $2.9M | Reduce -5.6% |
| USRT iShares Core US REIT ETF | 0.30% | 49,268 | $2.8M | Add +0.9% |
| QCOM Qualcomm Inc. | 0.28% | 17,554 | $2.7M | Reduce -1.7% |
| GLOB Globant SA | 0.28% | 12,450 | $2.7M | No change |
| INDI Indie Semiconductor Inc. Class A | 0.28% | 650,810 | $2.6M | Add +2.3% |
| MRSH Marsh & McLennan Cos | 0.28% | 12,405 | $2.6M | Reduce -5.0% |
| KRNT Kornit Digital Ltd. | 0.28% | 85,005 | $2.6M | No change |
| PFE Pfizer Inc. | 0.27% | 97,732 | $2.6M | Reduce -3.4% |
| HUBS HubSpot Inc. | 0.27% | 3,648 | $2.5M | Reduce -11.2% |
| PHR Phreesia Inc. | 0.26% | 100,230 | $2.5M | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.26% | 23,928 | $2.5M | Reduce -8.4% |
| ABT Abbott Laboratories | 0.26% | 22,132 | $2.5M | Reduce -2.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.26% | 22,396 | $2.5M | Reduce -3.1% |
| PANW Palo Alto Networks Inc. | 0.26% | 13,680 | $2.5M | Reduce -4.7% |
| GS Goldman Sachs Group Inc. | 0.26% | 4,310 | $2.5M | Reduce -6.1% |
| ACN Accenture PLC Class A | 0.26% | 7,014 | $2.5M | Reduce -5.2% |
| REVG Rev Group Inc. | 0.26% | 77,045 | $2.5M | Reduce 0.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.25% | 48,371 | $2.4M | Add +173.9% |
| IWM iShares Russell 2000 ETF | 0.25% | 10,822 | $2.4M | No change |
| SRAD Sportradar Group AG-A | 0.25% | 136,926 | $2.4M | Add +80.6% |
| SBUX Starbucks Corp. | 0.25% | 25,931 | $2.4M | Reduce -3.3% |
| UNP Union Pacific Corp. | 0.24% | 10,251 | $2.3M | Reduce -3.4% |
| NEE Nextera Energy Inc. | 0.24% | 31,954 | $2.3M | Reduce -3.3% |
| DHR Danaher Corp. | 0.24% | 9,938 | $2.3M | Reduce -3.1% |
| LOW Lowe's Cos Inc. | 0.24% | 9,115 | $2.2M | Reduce -4.9% |
| VMI Valmont Industries | 0.23% | 7,175 | $2.2M | No change |
| PRCH Porch Group Inc. | 0.23% | 441,800 | $2.2M | Add +11.5% |
| SRE Sempra | 0.22% | 24,341 | $2.1M | Reduce -3.7% |
| CMI Cummins Inc. | 0.22% | 6,125 | $2.1M | Reduce -6.4% |
| PNC PNC Financial Services Group | 0.22% | 11,067 | $2.1M | Reduce -5.4% |
| CMCSA Comcast Corp. Class A | 0.22% | 56,851 | $2.1M | Add +3.9% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.22% | 7,472 | $2.1M | Reduce -5.5% |
| AMD Advanced Micro Devices | 0.22% | 17,409 | $2.1M | Reduce -3.9% |
| KRUS Kura Sushi USA Inc. Class A | 0.22% | 23,067 | $2.1M | Add +13.4% |
| CRS Carpenter Technology | 0.22% | 12,213 | $2.1M | Reduce -8.3% |
| LIN Linde PLC | 0.21% | 4,899 | $2.1M | Reduce -1.7% |
| GE General Electric filed as GE AEROSPACE | 0.21% | 12,273 | $2.0M | Reduce -0.3% |
Portfolio Sells Q3 2024 → Q4 2024
| ZETA Zeta Global Holdings Corp. Class A | Reduce -72.0% | 0.08% | −0.40 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.33 |
| LLY Eli Lilly & Co. | Reduce -9.6% | 0.96% | −0.29 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -47.6% | 0.32% | −0.28 |
| EQC Equity Commonwealth | Sold out | 0.00% | −0.26 |
| MSFT Microsoft Corp. | Reduce -2.4% | 3.70% | −0.26 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −0.26 |
| IGSB iShares 1-5Y Inv Grade Corp. | Sold out | 0.00% | −0.19 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −0.18 |
| EQT Eqt Corp. | Sold out | 0.00% | −0.17 |
| SMAR Smartsheet Inc. Class A | Reduce -86.0% | 0.03% | −0.16 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -10.9% | 0.81% | −0.15 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -13.4% | 0.48% | −0.15 |
| RRX Regal Rexnord Corp. | Reduce -52.6% | 0.11% | −0.14 |
| NWLI National Western Life Grou-A | Sold out | 0.00% | −0.13 |
| SPXC SPX Technologies Inc. | Sold out | 0.00% | −0.11 |
| UNH Unitedhealth Group Inc. | Reduce -3.4% | 0.48% | −0.11 |
| UPS United Parcel Service Class B | Reduce -59.8% | 0.06% | −0.10 |
| JNJ Johnson & Johnson | Reduce -3.0% | 0.56% | −0.10 |
| BA The Boeing Co. | Reduce -77.7% | 0.03% | −0.10 |
| AMD Advanced Micro Devices | Reduce -3.9% | 0.22% | −0.10 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.5% | 0.33% | −0.09 |
| VTWO Vanguard Russell 2000 ETF | Reduce -3.0% | 1.55% | −0.09 |
| MGPI MGP Ingredients Inc. | Reduce -7.8% | 0.06% | −0.09 |
| ELV Elevance Health Inc. | Reduce -2.1% | 0.18% | −0.09 |
| IWR iShares Russell Mid-Cap ETF | Reduce -4.2% | 1.28% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.7% | 0.81% | −0.08 |
| ONT Onterris Inc. | Sold out | 0.00% | −0.08 |
| INTC Intel Corp. | Reduce -71.3% | 0.03% | −0.08 |
| WY Weyerhaeuser Co. | Reduce -74.2% | 0.02% | −0.08 |
| HD Home Depot Inc. | Reduce -4.5% | 0.68% | −0.08 |
| ABBV Abbvie Inc. | Reduce -4.0% | 0.42% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.6% | 0.76% | −0.08 |
| KO The Coca-Cola Co. | Reduce -1.6% | 0.36% | −0.07 |
| PSN Parsons Corp. | Sold out | 0.00% | −0.07 |
| PLXS Plexus Corp. | Sold out | 0.00% | −0.07 |
| IRM Iron Mountain Inc. | Reduce -8.4% | 0.26% | −0.07 |
| DHR Danaher Corp. | Reduce -3.1% | 0.24% | −0.07 |
| NOC Northrop Grumman Corp. | Reduce -5.6% | 0.30% | −0.07 |
| IEMG iShares Core MSCI Emerging | Reduce -26.9% | 0.12% | −0.07 |
| ALKS Alkermes PLC | Sold out | 0.00% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -2.1% | 0.32% | −0.06 |
| TOST Toast Inc. Class A | Reduce -31.9% | 0.36% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -1.9% | 2.68% | −0.06 |
| LPX Louisiana-Pacific Corp. | Sold out | 0.00% | −0.06 |
| NEE Nextera Energy Inc. | Reduce -3.3% | 0.24% | −0.06 |
| CIEN Ciena Corp. | Sold out | 0.00% | −0.06 |
| AMAT Applied Materials Inc. | Reduce -3.1% | 0.18% | −0.06 |
| KBR KBR Inc. | Sold out | 0.00% | −0.06 |
| PEP Pepsico Inc. | Reduce -3.8% | 0.30% | −0.06 |
Portfolio Buys Q3 2024 → Q4 2024
| VOO Vanguard S&P 500 ETF | Add +28.5% | 3.58% | +0.79 |
| VXF Vanguard Extended Market ETF | Add +20.7% | 2.20% | +0.41 |
| VEA Vanguard Ftse Developed ETF | Add +41.4% | 1.69% | +0.34 |
| MRX Marex UK Holdings Ltd. | Add +101.0% | 0.44% | +0.27 |
| VWO Vanguard Ftse Emerging Marke | Add +39.5% | 1.12% | +0.23 |
| PRCH Porch Group Inc. | Add +11.5% | 0.23% | +0.16 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +173.9% | 0.25% | +0.16 |
| DFAE Dimensional Emerging Core Eq | New | 0.16% | +0.16 |
| DFAS Dimensional US Small Cap ETF | New | 0.16% | +0.16 |
| VGSH Vanguard Short-Term Treasury | New | 0.15% | +0.15 |
| OSEA Harbor Intl Compounders ETF | New | 0.15% | +0.15 |
| SRAD Sportradar Group AG-A | Add +80.6% | 0.25% | +0.15 |
| TDI Touchstone Dynamic Intl ETF | New | 0.15% | +0.15 |
| FANG Diamondback Energy Inc. | Add +50.6% | 0.52% | +0.15 |
| AAP Advance Auto Parts Inc. | New | 0.13% | +0.13 |
| SG Sweetgreen Inc. Class A | New | 0.12% | +0.12 |
| PAR Par Technology Corp. | Add +119.2% | 0.18% | +0.12 |
| MPWR Monolithic Power Systems Inc. | New | 0.11% | +0.11 |
| REGN Regeneron Pharmaceuticals | New | 0.11% | +0.11 |
| ACHR Archer Aviation Inc. Class A | New | 0.11% | +0.11 |
| PNR Pentair PLC | New | 0.10% | +0.10 |
| TTD Trade Desk Inc./the Class A | New | 0.10% | +0.10 |
| WINN Harbor Long-Term Growers ETF | New | 0.10% | +0.10 |
| QDEL Quidelortho Corp. | Add +126.5% | 0.18% | +0.09 |
| SMTC Semtech Corp. | Add +148.7% | 0.13% | +0.09 |
| FOUR SHIFT4 Payments Inc. Class A | Add +86.5% | 0.17% | +0.09 |
| CSL Carlisle Cos Inc. | New | 0.09% | +0.09 |
| CPRI Capri Holdings Ltd. | New | 0.09% | +0.09 |
| LCF Touchstone US LRG Cap | New | 0.08% | +0.08 |
| SW Smurfit Westrock PLC | New | 0.08% | +0.08 |
| FWRG First Watch Restaurant Group | Add +47.0% | 0.18% | +0.08 |
| ACVA Acv Auctions Inc. Class A | Add +64.6% | 0.18% | +0.07 |
| VIAV Viavi Solutions Inc. | New | 0.07% | +0.07 |
| CTRE Caretrust REIT Inc. | New | 0.07% | +0.07 |
| FL Foot Locker Inc. | New | 0.06% | +0.06 |
| DMRC Digimarc Corp. | New | 0.06% | +0.06 |
| ODD Oddity Tech Ltd. Class A | Add +12.6% | 0.41% | +0.05 |
| VAL Valaris Ltd. | New | 0.04% | +0.04 |
| PZZA Papa John's Intl Inc. | Add +142.3% | 0.10% | +0.04 |
| KRUS Kura Sushi USA Inc. Class A | Add +13.4% | 0.22% | +0.04 |
| BHP BHP Group Ltd.-Spon ADR | New | 0.04% | +0.04 |
| HUBG Hub Group Inc. Class A | New | 0.04% | +0.04 |
| GENI Genius Sports Ltd. | Add +1.5% | 0.47% | +0.04 |
| MGNI Magnite Inc. | Add +13.9% | 0.18% | +0.04 |
| VFC VF Corp. | Add +9.2% | 0.31% | +0.04 |
| TRNS Transcat Inc. | Add +76.9% | 0.11% | +0.04 |
| FCX Freeport-McMoran Inc. | New | 0.04% | +0.04 |
| SHEL Shell PLC-ADR | Add +157.4% | 0.06% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.4% | 0.74% | +0.04 |
| NTR Nutrien Ltd. | Add +127.0% | 0.06% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 496 | $1.2B | VEA, VOO, VXF, NVDA, SPY |
| Q1 2026 | 501 | $1.1B | VEA, VOO, NVDA, VXF, VWO |
| Q4 2025 | 503 | $1.0B | VOO, VEA, NVDA, VXF, IVV |
| Q3 2025 | 495 | $1.2B | VOO, NVDA, MSFT, AAPL, VEA |
| Q2 2025 | 495 | $1.1B | VOO, NVDA, MSFT, AAPL, VEA |
| Q1 2025 | 491 | $959.2M | VOO, AAPL, NVDA, MSFT, IVV |
| Q4 2024 | 478 | $956.2M | NVDA, AAPL, MSFT, VOO, IVV |
| Q3 2024 | 460 | $934.1M | NVDA, AAPL, MSFT, VOO, IVV |
| Q2 2024 | 446 | $1.3B | NWLI, MSFT, NVDA, AAPL, IVV |
| Q1 2024 | 463 | $1.3B | NWLI, MSFT, AAPL, IVV, NVDA |