$1.86 Billion is the total value of FULTON BANK, N.A.'s 836 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DVY | ISHARES TRselect divid etf | $2,026,000 | +17.9% | 21,067 | 0.0% | 0.11% | +2.8% | |
| FLEMING CAP MUT FD GROUPjp morgan mid l | $1,032,000 | +10.7% | 27,929 | 0.0% | 0.06% | -1.8% | ||
| NATIXIS FDS TR IIvn mid cp y | $877,000 | +11.7% | 39,657 | 0.0% | 0.05% | -2.1% | ||
| FIRST EAGLE FDSglobal fd cl a | $761,000 | +8.4% | 12,417 | 0.0% | 0.04% | -4.7% | ||
| JPMORGAN TR IIlrg cap growth i | $698,000 | +5.6% | 11,606 | 0.0% | 0.04% | -7.3% | ||
| SMEAD FDS TRvalue fd inv | $642,000 | +10.9% | 12,705 | 0.0% | 0.04% | -2.8% | ||
| PFF | ISHARES TRpfd and incm sec | $582,000 | +5.6% | 15,115 | 0.0% | 0.03% | -8.8% | |
| NEO | NEOGENOMICS INC | $580,000 | +45.7% | 10,779 | 0.0% | 0.03% | +29.2% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $516,000 | +26.5% | 2,650 | 0.0% | 0.03% | +12.0% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $507,000 | +12.9% | 1,617 | 0.0% | 0.03% | -3.6% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $438,000 | +11.7% | 1,171 | 0.0% | 0.02% | 0.0% | |
| JNES | JONESTOWN BK & TR CO PA | $414,000 | -3.7% | 18,900 | 0.0% | 0.02% | -15.4% | |
| VANGUARD HORIZON FDScaptl opp adm | $368,000 | +7.3% | 2,071 | 0.0% | 0.02% | -4.8% | ||
| WTRG | ESSENTIAL UTILS INC | $348,000 | +17.2% | 7,369 | 0.0% | 0.02% | +5.6% | |
| VANGUARD FENWAY FDSeqty incm adml | $354,000 | +12.7% | 4,451 | 0.0% | 0.02% | 0.0% | ||
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $348,000 | +8.8% | 1 | 0.0% | 0.02% | -5.0% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $317,000 | +11.2% | 1,250 | 0.0% | 0.02% | -5.6% | |
| VONE | VANGUARD SCOTTSDALE FDSvng rus1000idx | $308,000 | +13.2% | 1,757 | 0.0% | 0.02% | 0.0% | |
| FIDELITY CONTRAFUND | $284,000 | +0.7% | 16,920 | 0.0% | 0.02% | -11.8% | ||
| EXC | EXELON CORP | $271,000 | +17.8% | 6,423 | 0.0% | 0.02% | +7.1% | |
| BNY MELLON INDEX FDS INCintl stock idx i | $253,000 | +13.5% | 13,495 | 0.0% | 0.01% | 0.0% | ||
| MORGAN STANLEY INSTL FD INCgrowth port is | $256,000 | +6.7% | 2,773 | 0.0% | 0.01% | -6.7% | ||
| VANGUARD BD INDEX FDSftse al wl adm s | $254,000 | +16.0% | 6,974 | 0.0% | 0.01% | +7.7% | ||
| VANGUARD WELLESLEY INCOME FD | $245,000 | +3.4% | 8,647 | 0.0% | 0.01% | -13.3% | ||
| BNY MELLON INVT FDS IV INCinstinl s&p500 i | $233,000 | +7.9% | 3,450 | 0.0% | 0.01% | 0.0% | ||
| NEW PERSPECTIVE FD INC | $247,000 | +12.3% | 4,091 | 0.0% | 0.01% | -7.1% | ||
| ISRG | INTUITIVE SURGICAL INC | $232,000 | +15.4% | 283 | 0.0% | 0.01% | +8.3% | |
| VONG | VANGUARD SCOTTSDALE FDSvng rus1000grw | $229,000 | +11.2% | 923 | 0.0% | 0.01% | -7.7% | |
| PRICE T ROWE GROWTH STK FD I | $221,000 | +8.3% | 2,277 | 0.0% | 0.01% | -7.7% | ||
| ED | CONSOLIDATED EDISON INC | $203,000 | -7.3% | 2,809 | 0.0% | 0.01% | -15.4% | |
| FRANKLIN CUSTODIAN FDS | $61,000 | +10.9% | 26,435 | 0.0% | 0.00% | 0.0% | ||
| FRANKLIN CUSTODIAN FDS | $52,000 | +10.6% | 22,467 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-07
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ADVISORS INNER CIRCLE FD | 43 | Q4 2023 | 5.7% |
| VANGUARD INSTL INDEX FD | 43 | Q4 2023 | 5.7% |
| FEDERATED INVESTORS | 43 | Q4 2023 | 6.0% |
| APPLE INC | 43 | Q4 2023 | 2.8% |
| NATIXIS FUNDS TRUST II | 43 | Q4 2023 | 5.3% |
| ISHARES TR | 43 | Q4 2023 | 2.0% |
| ISHARES TR | 43 | Q4 2023 | 1.5% |
| MICROSOFT CORP | 43 | Q4 2023 | 2.0% |
| HARDING LOEVNER FDS INC | 43 | Q4 2023 | 2.4% |
| EXXON MOBIL CORP | 43 | Q4 2023 | 1.5% |
View FULTON BANK, N.A.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR/A | 2024-01-24 |
| 13F-HR | 2024-01-04 |
| 13F-HR | 2023-10-04 |
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-05 |
| 13F-HR | 2022-10-04 |
| 13F-HR | 2022-07-07 |
| 13F-HR | 2022-04-05 |
View FULTON BANK, N.A.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.