Fund Holdings

Atlantic Union Bankshares Corp

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
J P MORGAN EXCHANGE TRADED F01,279,991+1,279,991072,549,906+72,549,906
SPDR INDEX SHS FDS0205,130+205,130012,734,471+12,734,471
EXXON MOBIL CORP0245,225+245,225041,604,936+41,604,936
TAIWAN SEMICONDUCTOR MANUFAC075,324+75,324025,455,748+25,455,748
INTUIT025,252+25,252010,918,462+10,918,462
ISHARES CORE MSCI EAFE ETF0156,771+156,771014,192,435+14,192,435
JOHNSON & JOHNSON0178,211+178,211043,561,816+43,561,816
NETFLIX INC.0226,478+226,478021,775,862+21,775,862
TECHNOLOGY SELECT SECTOR SPDR062,265+62,26508,275,019+8,275,019
META PLATFORMS, INC. CL A014,420+14,42008,250,115+8,250,115
WALMART INC0321,253+321,253039,925,335+39,925,335
CATERPILLAR INC028,417+28,417020,131,801+20,131,801
UTILITIES SELECT SECTOR SPDR FUND0136,563+136,56306,266,876+6,266,876
CHEVRON CORPORATION0115,400+115,400023,876,306+23,876,306
CONSUMER DISCRETIONARY SELECT SECTOR SPDR046,816+46,81605,102,008+5,102,008
ASTRAZENECA PLC025,273+25,27304,984,342+4,984,342
FINANCIAL SELECT SECTOR SPDR FUND099,364+99,36404,905,601+4,905,601
COSTCO WHOLESALE CORPORATION035,411+35,411035,284,628+35,284,628
EATON CORP PLC073,680+73,680026,353,138+26,353,138
RAYTHEON TECHNOLOGIES CORP0241,828+241,828046,648,618+46,648,618
TESLA INC053,197+53,197019,776,045+19,776,045
ISHARES IBONDS DEC 2034 TERM TREASURY ETF01,430,363+1,430,363036,660,204+36,660,204
MATERIALS SELECT SECTOR SPDR TRUST0274,568+274,568013,720,164+13,720,164
INTERCONTINENTAL EXCHANGE IN047,380+47,38007,451,987+7,451,987
CORNING INC078,761+78,761010,709,134+10,709,134
HONEYWELL INTERNATIONAL, INC066,664+66,664015,068,104+15,068,104
CROWDSTRIKE HLDGS INC016,435+16,43506,416,390+6,416,390
INVESCO BULLETSHARES 2031 CORPORATE BOND ETF02,443,087+2,443,087040,213,211+40,213,211
VANGUARD MSCI EAFE ETF0558,408+558,408035,782,808+35,782,808
ISHARES IBONDS DEC 2044 TERM TREASURY ETF01,323,448+1,323,448032,490,648+32,490,648
KLA CORP018,220+18,220026,827,310+26,827,310
T-MOBILE US INC036,626+36,62607,692,547+7,692,547
ISHARES IBONDS DEC 2033 TERM TREASURY ETF01,460,096+1,460,096035,611,450+35,611,450
INVESCO BULLETSHARES 2030 CORPORATE BOND ETF02,608,754+2,608,754043,616,019+43,616,019
PALO ALTO NETWORKS INC0225,513+225,513036,154,285+36,154,285
ASML HLDG NV010,687+10,687014,115,710+14,115,710
ISHARES TR01,331,820+1,331,820061,570,038+61,570,038
INTUITIVE SURGICAL INC035,069+35,069016,166,460+16,166,460
SPDR S&P BANK ETF046,242+46,24202,753,711+2,753,711
L3HARRIS TECHNOLOGIES INC029,328+29,328010,122,694+10,122,694
INVESCO BULLETSHARES 2032 CORPORATE BOND ETF02,072,879+2,072,879042,676,225+42,676,225
ISHARES CORE MSCI EMERGING MARKETS ETF0133,729+133,72909,327,591+9,327,591
EQT CORP081,724+81,72405,200,916+5,200,916
CHENIERE ENERGY INC030,978+30,97808,790,255+8,790,255
CONOCOPHILLIPS083,430+83,430011,012,805+11,012,805
SPINNAKER ETF SERIES0299,124+299,12402,575,458+2,575,458
PROLOGIS INC.040,893+40,89305,405,237+5,405,237
VERTIV HOLDINGS CO028,890+28,89007,239,258+7,239,258
HEALTH CARE SELECT SECTOR SPDR016,721+16,72102,451,466+2,451,466
QUANTA SERVICES, INC017,724+17,72409,730,831+9,730,831
WASTE MANAGEMENT INC060,258+60,258013,846,705+13,846,705
ENERGY SELECT SECTOR SPDR FUND038,357+38,35702,349,750+2,349,750
LOCKHEED MARTIN CORP032,853+32,853019,856,058+19,856,058
VALERO ENERGY CORP034,481+34,48108,519,565+8,519,565
PEPSICO INC0119,461+119,461018,551,161+18,551,161
TAKE-TWO INTERACTIVE SOFTWAR031,840+31,84006,288,401+6,288,401
DIGITAL REALTY TRUST, INC.022,900+22,90004,126,842+4,126,842
PHILLIPS 66043,058+43,05807,844,247+7,844,247
MC DONALDS CORP088,902+88,902027,630,004+27,630,004
WELLTOWER INC032,697+32,69706,464,524+6,464,524
ROCKWELL AUTOMATION INC020,579+20,57907,385,391+7,385,391
NORTHROP GRUMMAN CORP016,138+16,138011,010,147+11,010,147
VANGUARD INT TERM CORP0125,192+125,192010,359,622+10,359,622
SELECT SECTOR SPDR TR0196,361+196,36109,011,007+9,011,007
LABCORP HOLDINGS INC029,533+29,53307,879,700+7,879,700
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF01,038,403+1,038,403019,377,016+19,377,016
INDUSTRIAL SELECT SECTOR SPDR FUND09,652+9,65201,561,018+1,561,018
SPDR S&P REGIONAL BANKING ETF023,494+23,49401,530,634+1,530,634
SPDR DOW JONES INDUSTRIAL AVG ETF03,857+3,85701,786,737+1,786,737
DIMENSIONAL ETF TRUST0233,457+233,45708,336,757+8,336,757
MONOLITHIC PWR SYS INC07,339+7,33908,024,096+8,024,096
PHILIP MORRIS INTERNATIONAL INC0120,519+120,519019,926,628+19,926,628
GE VERNOVA INC04,362+4,36203,807,590+3,807,590
SCHWAB CHARLES CORP0165,619+165,619015,564,874+15,564,874
STRYKER CORP032,901+32,901010,810,941+10,810,941
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF01,185,495+1,185,495023,265,342+23,265,342
INVESCO EXCHANGE TRADED FD T0259,763+259,763026,851,663+26,851,663
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF0579,298+579,298011,831,004+11,831,004
SCHWAB STRATEGIC TR0321,224+321,22409,855,145+9,855,145
AGNICO EAGLE MINES LTD014,257+14,25702,893,886+2,893,886
DIMENSIONAL ETF TRUST0314,421+314,421015,236,851+15,236,851
PGIM ETF TR019,460+19,4600995,963+995,963
DISNEY WALT CO0123,378+123,378011,891,208+11,891,208
BERKSHIRE HATHAWAY INC B01,909+1,9090914,793+914,793
DIMENSIONAL ETF TRUST0294,144+294,144018,369,270+18,369,270
CHARTER COMMUNICATIONS INC04,120+4,1200889,427+889,427
CONSUMER STAPLES SELECT SECTOR SPDR FUND09,895+9,8950811,192+811,192
UDR INC043,705+43,70501,476,355+1,476,355
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF0700,055+700,055013,672,074+13,672,074
ISHARES IBONDS DEC 2030 CORP ETF0400,328+400,32808,763,180+8,763,180
ISHARES IBONDS DEC 2031 CORP ETF0435,179+435,17909,104,268+9,104,268
AT&T INC0201,996+201,99605,855,862+5,855,862
VANGUARD BD INDEX FDS010,919+10,9190842,728+842,728
ISHARES IBONDS DEC 2032 CORP ETF0348,200+348,20008,799,014+8,799,014
ANALOG DEVICES INC019,706+19,70606,269,268+6,269,268
VANGUARD SCOTTSDALE FDS0291,387+291,387031,962,192+31,962,192
ORACLE CORP0162,659+162,659023,928,695+23,928,695
COCA COLA CO0108,842+108,84208,277,417+8,277,417
LUMENTUM HLDGS INC01,910+1,91001,342,272+1,342,272
AMERICAN CENTY ETF TR0175,838+175,838010,954,707+10,954,707
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