Oakworth Capital, Inc.
Q4 2024 13F Holdings
- Locationbirmingham, AL
- Num holdings
629
- Value ($000)
$1,453,770
- Date Filed01/27/2025
- Form type13F-HR
- CIK0001588871
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IWF ISHARES RUSSELL 1000 GROWTH | MUTUAL FUND/STO | 464287614 | $142.95M | 10 % | 355,968 | ||
IWD ISHARES RUSSELL 1000 VALUE (MKT) | MUTUAL FUND/STO | 464287598 | $141.47M | 10 % | 764,174 | ||
BND VANGUARD TOTAL BOND MARKET ETF | MUTUAL FUND/GOV | 921937835 | $125.33M | 9 % | 1,742,850 | ||
IJR ISHARES CORE S&P SMALL-CAP (MKT) | MUTUAL FUND/STO | 464287804 | $103.11M | 7 % | 894,910 | ||
IWR ISHARES RUSSELL MID-CAP (MKT) | MUTUAL FUND/STO | 464287499 | $98.40M | 7 % | 1,113,122 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS | MUTUAL FUND/STO | 921943858 | $89.99M | 6 % | 1,881,799 | ||
VCSH VANGUARD SHORT-TERM CORP BD IDX | MUTUAL FUND/COR | 92206C409 | $56.81M | 4 % | 728,273 | ||
AAPL APPLE INC | COMMON STOCK | 037833100 | $52.07M | 4 % | 207,934 | ||
JPM JP MORGAN CHASE & CO | COMMON STOCK | 46625H100 | $47.93M | 3 % | 199,962 | ||
JEPI JPMORGAN EQUITY PREMIUM INCOME | MUTUAL FUND/STO | 46641Q332 | $37.06M | 3 % | 644,221 |
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