Umpqua Bank

Q4 2024 13F Holdings

  • Location
    lake oswego, OR
  • Num holdings

    152

  • Value ($000)

    $289,075

  • Date Filed
    02/11/2025
  • Form type
    13F-HR
  • CIK
    0002017259
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$15.97M
6 %

38,420

AAPL
AAPL

APPLE INC

COM
037833100
$14.74M
5 %

63,194

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$13.41M
5 %

22,922

IEI
IEI

ISHARES TR

3 7 YR TREAS BD
464288661
$12.13M
4 %

105,805

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$10.27M
4 %

77,914

EMXC
EMXC

ISHARES INC

MSCI EMRG CHN
46434G764
$10.07M
4 %

182,199

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$9.39M
3 %

182,732

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$8.90M
3 %

46,944

AMZN
AMZN

AMAZON COM INC

COM
023135106
$7.96M
3 %

36,551

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$7.81M
3 %

111,986

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