HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VTI) |
$215,468 | ||
| 500INDEX ADMIR | 133,561 | -1,298 | $64,755 |
| GRW INDEX ADML | 238,820 | -2,655 | $42,319 |
| MDCAP INDX ADM | 124,701 | -2,019 | $38,597 |
| SMCP INDEX ADM | 319,671 | -75,889 | $35,017 |
| VALU INDEX ADM | 385,332 | -8,084 | $24,499 |
| TOT STKIDX ADM | 51,368 | -182 | $6,503 |
| VTI | 12,336 | +269 | $3,206 |
| EXTN MKT ADMIR | 4,303 | +217 | $572 |
| VANGUARD INSTL INDEX FD |
$145,298 | ||
| SH BEN INT | 336,057 | +22,989 | $145,298 |
| JPMORGAN TR I |
$89,714 | ||
| GROWTH ADVNTG I | 1,524,392 | +27,117 | $56,418 |
| LARGE CAP GWT R6 | 454,177 | -1,375 | $33,296 |
| GOLDMAN SACHS TR II |
$84,482 | ||
| GQG PRTNR INST | 3,753,076 | +25,436 | $84,482 |
| SMEAD FDS TR |
$81,420 | ||
| VALUE FD Y | 949,493 | -37,735 | $80,346 |
| VALUE FD INV | 12,705 | UNCH | $1,074 |
| WORLD FDS TR |
$77,801 | ||
| TOREADOR INSTL | 3,430,359 | -15,968 | $77,801 |
| INSTITUTIONAL EQUITY FDS INC |
$76,373 | ||
| T ROWE LARG CP I | 1,027,619 | -37,363 | $76,373 |
| TIAA CREF MUT FDS |
$69,547 | ||
| LGCP GWIDX INSTL | 935,842 | -38,427 | $54,036 |
| LCP VL IDX INSTL | 617,952 | -202,815 | $15,511 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
$67,227 | ||
| DIV GRW FD | 1,706,452 | -1,568 | $66,586 |
| VIG | 2,180 | UNCH | $398 |
| HEALTHCARE ADM | 2,700 | UNCH | $243 |
| PRINCIPAL FDS INC |
$52,876 | ||
| MIDCAP FD INST | 1,244,128 | +93,328 | $52,876 |
 MICROSOFT CORP |
118,996 | +1,574 | $50,064 |
| MSFT | 118,996 | +1,574 | $50,064 |
| APPLE INC |
287,242 | +3,118 | $49,256 |
| AAPL | 287,242 | +3,118 | $49,256 |
| ADVISORS INNER CIRCLE FD III |
$43,157 | ||
| GQG PRTN INSTL | 2,467,543 | +22,081 | $43,157 |
| VANGUARD TAX MANAGED FDS (VEA) |
$33,113 | ||
| DEV MKTS ADMR | 1,897,912 | -717,370 | $30,556 |
| VEA | 44,043 | +9,632 | $2,210 |
| CAP APPREC ADM | 1,276 | UNCH | $347 |
| FULTON FINL CORP PA |
2,039,858 | -15,000 | $32,413 |
| FULT | 2,039,858 | -15,000 | $32,413 |
| CAUSEWAY CAP MGMT TR |
$30,933 | ||
| INTL VAL INSTL | 1,539,720 | +89,488 | $30,933 |
| NVIDIA CORPORATION |
34,185 | -1,257 | $30,888 |
| NVDA | 34,185 | -1,257 | $30,888 |
| ISHARES TR (IWF) |
87,329 | -842 | $29,434 |
| IWF | 87,329 | -842 | $29,434 |
| UNDISCOVERED MANAGERS FDS |
$29,076 | ||
| BEHAVIORAL VLU L | 342,711 | +15,877 | $29,076 |
| ADVISORS INNER CIRCLE FD |
$27,618 | ||
| EDGWD GRW INST | 545,810 | -85,570 | $26,974 |
| LSV VAL INSTL | 23,181 | -374 | $644 |
| JOHN HANCOCK FDS III |
$26,867 | ||
| DISC VAL MCP I | 698,317 | -29,514 | $20,852 |
| DSPLN VAL FD I | 242,914 | +204,743 | $6,015 |
| AMAZON COM INC |
141,923 | +1,924 | $25,600 |
| AMZN | 141,923 | +1,924 | $25,600 |
| ISHARES TR (IWD) |
127,031 | -513 | $22,753 |
| IWD | 127,031 | -513 | $22,753 |
| META PLATFORMS INC |
45,066 | +300 | $21,883 |
| META | 45,066 | +300 | $21,883 |
| ALPHABET INC |
136,951 | +853 | $20,670 |
| GOOGL | 136,951 | +853 | $20,670 |
| ISHARES TR (IVV) |
35,809 | +2,517 | $18,826 |
| IVV | 35,809 | +2,517 | $18,826 |
| PERPETUAL AMERICAS FUNDS TRU |
$18,807 | ||
| JOHCM INTL SL I | 750,488 | +750,488 | $18,807 |
| VANGUARD BALANCED INDEX FD I |
$16,697 | ||
| MC VAL IDX ADM S | 131,990 | +131,990 | $10,664 |
| SMCP VAL IDX ADM | 31,740 | +31,740 | $2,617 |
| MDCP GWT IDX ADM | 16,343 | +16,343 | $1,659 |
| SC GWTH IDX ADM | 15,051 | +15,051 | $1,379 |
| FTSE AL WL ADM S | 10,375 | +10,375 | $378 |
| DRIEHAUS MUT FDS |
$16,569 | ||
| SMALL GW INSTL | 753,157 | +753,157 | $16,569 |
| JPMORGAN TR II |
$16,442 | ||
| MID CAP GWH R6 | 297,547 | -350 | $15,803 |
| LRG CAP GROWTH I | 9,152 | UNCH | $639 |
| SCHWAB CAP TR |
$15,702 | ||
| FDL USLCOIDX I | 491,323 | +12,028 | $13,040 |
| FDLINT LCIDX I | 240,659 | +38,051 | $2,662 |
| VANGUARD INDEX FDS (VOO) |
31,122 | +12,187 | $14,960 |
| VOO | 31,122 | +12,187 | $14,960 |
| MASTERCARD INCORPORATED |
30,316 | +454 | $14,599 |
| MA | 30,316 | +454 | $14,599 |
| MATTHEWS ASIA FDS |
$12,469 | ||
| EMRG MKTS INSTIT | 489,571 | +214,998 | $12,469 |
| KLA CORP |
15,939 | -16 | $11,135 |
| KLAC | 15,939 | -16 | $11,135 |
| ALPHABET INC |
70,717 | -119 | $10,767 |
| GOOG | 70,717 | -119 | $10,767 |
| JPMORGAN CHASE & CO |
53,169 | -823 | $10,650 |
| JPM | 53,169 | -823 | $10,650 |
| MERCK & CO INC |
78,237 | +848 | $10,323 |
| MRK | 78,237 | +848 | $10,323 |
| GOLDMAN SACHS TR |
$10,267 | ||
| INTL SCINS INSTL | 551,916 | -28,888 | $7,180 |
| US EQ DV&PRM I | 132,763 | -26,148 | $2,116 |
| INTL SML CP R6 | 65,024 | +749 | $848 |
| EM MKT DEBT I | 12,850 | -2,937 | $123 |
| VISA INC |
33,447 | -157 | $9,334 |
| V | 33,447 | -157 | $9,334 |
| BERKSHIRE HATHAWAY INC DEL |
$9,244 | ||
| BRK.B | 21,983 | -64 | $9,244 |
| ELI LILLY & CO |
11,642 | +323 | $9,057 |
| LLY | 11,642 | +323 | $9,057 |
| ISHARES TR (SOXX) |
39,150 | +26,087 | $8,845 |
| SOXX | 39,150 | +26,087 | $8,845 |
| HOME DEPOT INC |
22,947 | -251 | $8,802 |
| HD | 22,947 | -251 | $8,802 |
| ISHARES TR (IWR) |
94,444 | -3,016 | $7,942 |
| IWR | 94,444 | -3,016 | $7,942 |
| HARDING LOEVNER FDS INC |
$7,919 | ||
| INTL EQUITY PR | 136,000 | -33,340 | $3,586 |
| GLOB EQT PT INST | 72,252 | +11,873 | $3,001 |
| INSTINAL EMMRKT | 72,543 | -21,302 | $1,332 |
| ABBVIE INC |
43,326 | -1,580 | $7,890 |
| ABBV | 43,326 | -1,580 | $7,890 |
| ISHARES TR (EFA) |
97,201 | -2,373 | $7,762 |
| EFA | 97,201 | -2,373 | $7,762 |
| UNITED RENTALS INC |
10,753 | -302 | $7,754 |
| URI | 10,753 | -302 | $7,754 |
| JOHNSON & JOHNSON |
47,050 | -425 | $7,443 |
| JNJ | 47,050 | -425 | $7,443 |
See Full List: All Stocks Held By Fulton Bank N.A.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Fulton Bank N.A.
|
Size ($ in 1000's)
At 03/31/2024: $2,440,426 At 12/31/2023: $2,245,504 Fulton Bank N.A. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Fulton Bank N.A. 13F filings. Link to 13F filings: SEC filings |
