RENASANT BANK
CIK 1656167 · Holdings on Sep 30, 2023 · First reported Nov 1, 2023
Top ten holdings
Q3 2023- MSFT3.27%
- IVW2.80%
- UNH2.79%
- IVE2.62%
- AAPL2.29%
- MBB2.22%
- IGIB2.07%
- VTI1.85%
- IWV1.51%
- TIP1.40%
Share classes counted separately22.82%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $3.89M | 3.27% | 12.32K shares | — | ↗▾ | |
| 02 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $3.33M | 2.80% | 48.65K shares | — | ↗▾ | |
| 03 | UNHUNITEDHEALTH GROUP INC View history and evidence | $3.31M | 2.79% | 6.57K shares | — | ↗▾ | |
| 04 | IVEISHARES S&P 500 VALUE ETFS&P 500 VAL ETF View history and evidence | $3.11M | 2.62% | 20.22K shares | — | ↗▾ | |
| 05 | AAPLAPPLE INC View history and evidence | $2.72M | 2.29% | 15.88K shares | — | ↗▾ | |
| 06 | MBBISHARES MBS ETFMBS ETF View history and evidence | $2.63M | 2.22% | 29.67K shares | — | ↗▾ | |
| 07 | IGIBISHARES 5-10Y INV GRADE CORPISHS 5-10YR INVT View history and evidence | $2.46M | 2.07% | 50.58K shares | — | ↗▾ | |
| 08 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $2.20M | 1.85% | 10.35K shares | — | ↗▾ | |
| 09 | IWVISHARES RUSSELL 3000 ETFRUSSELL 3000 ETF View history and evidence | $1.80M | 1.51% | 7.33K shares | — | ↗▾ | |
| 10 | TIPISHARES TIPS BOND ETFTIPS BD ETF View history and evidence | $1.66M | 1.40% | 16.01K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 21
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MCD MCDONALD'S CORP | Non-derivative | — | — | SEC filing ↗ | |
| SBAC SBA COMMUNICATIONS CORP | Non-derivative | — | — | SEC filing ↗ | |
| CVS CVS HEALTH CORP | Non-derivative | — | — | SEC filing ↗ |
3 / 21 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1656167 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-01
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 118839719
}Research all 176 reported holdings.
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