Umb Bank, N.a.
CIK Number: 0000933429
Main Sectors:
Top Industries:
Filing Date: Jul 11, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | UMBF | UMB Financial C... | 119.50 | +1.01% | 4.35M | -1% | 457.78M | 62.45 | 7.13% | Share |
| 2 | IVV | iShares Core S&... | 672.49 | 0.00% | 661.37K | +7.89% | 410.64M | 323.08 | 6.39% | Share |
| 3 | MSFT | Microsoft Corpo... | 517.35 | +0.31% | 501.63K | -1.81% | 249.51M | 133.16 | 3.89% | Share |
| 4 | AAPL | Apple Inc. | 258.02 | +0.35% | 1.21M | -8.57% | 247.44M | 114.7 | 3.85% | Share |
| 5 | NVDA | NVIDIA Corporat... | 187.62 | -0.67% | 1.38M | -1.31% | 218.14M | 31.31 | 3.40% | Share |
| 6 | BRK-A | Berkshire Hatha... | 748969.99 | +0.58% | 212 | 0.00% | 154.51M | 450541.9 | 2.41% | Share |
| 7 | AMZN | Amazon.com, Inc... | 219.51 | -1.3% | 666.93K | -6.23% | 146.32M | 87.35 | 2.28% | Share |
| 8 | AVGO | Broadcom Inc. | 338.37 | +0.06% | 484.17K | -1.91% | 133.46M | 40.84 | 2.08% | Share |
| 9 | IJH | iShares Core S&... | 65.78 | +0.32% | 2.11M | -6.31% | 131.16M | 31.75 | 2.04% | Share |
| 10 | GOOGL | Alphabet Inc. | 245.35 | -0.14% | 712.85K | -8.54% | 125.63M | 89.93 | 1.96% | Share |
| 11 | JPM | JPMorgan Chase ... | 310.01 | +0.80% | 423.01K | -2.6% | 122.64M | 81.93 | 1.91% | Share |
| 12 | PGR | The Progressive... | 245.68 | +0.90% | 431.56K | -0.01% | 115.17M | 102.12 | 1.79% | Share |
| 13 | IEFA | iShares Core MS... | 88.83 | +0.89% | 1.27M | +2.37% | 106.04M | 63.62 | 1.65% | Share |
| 14 | META | Meta Platforms,... | 710.56 | -2.27% | 124.36K | -11.39% | 91.79M | 319.22 | 1.43% | Share |
| 15 | QUAL | iShares MSCI US... | 196.49 | +0.07% | 501.1K | -3.83% | 91.61M | 148.69 | 1.43% | Share |
| 16 | COST | Costco Wholesal... | 915.38 | -0.15% | 88.8K | -2.47% | 87.9M | 263.18 | 1.37% | Share |
| 17 | IWR | iShares Russell... | 97.24 | +0.31% | 882.08K | +7.97% | 81.12M | 63.77 | 1.26% | Share |
| 18 | GVI | iShares Interme... | 107.29 | -0.08% | 756.2K | -5.44% | 80.75M | 102.92 | 1.26% | Share |
| 19 | IJR | iShares Core S&... | 120.11 | +0.48% | 632.38K | -13.51% | 69.11M | 68.71 | 1.08% | Share |
| 20 | LLY | Eli Lilly and C... | 840.01 | +2.46% | 87.84K | -2.64% | 68.48M | 259.01 | 1.07% | Share |
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