BancorpSouth Bank
Latest statistics and disclosures from Cadence Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MUSA, MGC, MSFT, MUR, AAPL, and represent 30.57% of Cadence Bank's stock portfolio.
- Added to shares of these 10 stocks: MUR, LW, JEPI, CRM, GS, CEG, JEPQ, VO, BND, MBB.
- Started 9 new stock positions in CRWD, SLI, MBB, JHMU, CB, CRM, AMLP, ICE, ARCC.
- Reduced shares in these 10 stocks: PM (-$7.8M), IBM (-$7.7M), KMB (-$5.6M), AVGO, RTX, SWK, TRV, COP, PEP, MRK.
- Sold out of its positions in BIIB, CFG, EW, FRT, NFRA, THRM, IGV, IDV, SMLF, KBR. PII, SFNC, TRV, VOOV, VUG, VICI.
- Cadence Bank was a net seller of stock by $-20M.
- Cadence Bank has $1.4B in assets under management (AUM), dropping by -5.25%.
- Central Index Key (CIK): 0001299939
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Portfolio Holdings for Cadence Bank
Cadence Bank holds 322 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Murphy Usa (MUSA) | 13.9 | $195M | 415k | 469.81 |
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| Vanguard World Mega Cap Index (MGC) | 6.1 | $86M | 426k | 201.38 |
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| Microsoft Corporation (MSFT) | 3.7 | $51M | 136k | 375.39 |
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| Murphy Oil Corporation (MUR) | 3.6 | $50M | +5% | 1.8M | 28.40 |
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| Apple (AAPL) | 3.3 | $46M | 207k | 222.13 |
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| Broadcom (AVGO) | 2.7 | $38M | -7% | 227k | 167.43 |
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| Wal-Mart Stores (WMT) | 1.9 | $27M | 308k | 87.79 |
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| Exxon Mobil Corporation (XOM) | 1.8 | $25M | 212k | 118.93 |
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| Procter & Gamble Company (PG) | 1.7 | $24M | 139k | 170.42 |
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| Ishares Msci Acwi Ex Us (ACWX) | 1.7 | $23M | 416k | 55.45 |
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| NVIDIA Corporation (NVDA) | 1.6 | $23M | -2% | 212k | 108.38 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $23M | 40k | 559.39 |
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| Abbvie (ABBV) | 1.5 | $21M | 102k | 209.52 |
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| Cadence Bank (CADE) | 1.4 | $20M | 662k | 30.36 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.4 | $20M | +4% | 76k | 258.62 |
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| Prudential Financial (PRU) | 1.4 | $19M | 172k | 111.68 |
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| Kinder Morgan (KMI) | 1.2 | $17M | +3% | 606k | 28.53 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.2 | $17M | +2% | 77k | 221.75 |
|
| Raytheon Technologies Corp (RTX) | 1.2 | $17M | -14% | 127k | 132.46 |
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| Applied Materials (AMAT) | 1.2 | $16M | 112k | 145.12 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $14M | 88k | 154.64 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $13M | -2% | 54k | 245.30 |
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| Cisco Systems (CSCO) | 0.9 | $13M | +3% | 202k | 61.71 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.9 | $12M | +7% | 166k | 73.45 |
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| McDonald's Corporation (MCD) | 0.8 | $11M | 35k | 312.37 |
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| Truist Financial Corp equities (TFC) | 0.8 | $11M | 260k | 41.15 |
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| Bristol Myers Squibb (BMY) | 0.8 | $11M | +2% | 173k | 60.99 |
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| Vail Resorts (MTN) | 0.7 | $10M | 65k | 160.02 |
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| General Dynamics Corporation (GD) | 0.7 | $10M | +3% | 37k | 272.58 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.7 | $9.8M | +19% | 171k | 57.14 |
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| Eli Lilly & Co. (LLY) | 0.7 | $9.4M | -2% | 11k | 825.91 |
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| Siriusxm Holdings Common Stock (SIRI) | 0.6 | $9.0M | +2% | 398k | 22.55 |
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| Philip Morris International (PM) | 0.6 | $8.9M | -46% | 56k | 158.73 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $8.8M | +4% | 173k | 50.83 |
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| Pepsi (PEP) | 0.6 | $8.6M | -11% | 58k | 149.94 |
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| United Parcel Service CL B (UPS) | 0.6 | $8.3M | 75k | 109.99 |
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| Franklin Resources (BEN) | 0.6 | $8.0M | 414k | 19.25 |
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| FedEx Corporation (FDX) | 0.6 | $7.9M | 32k | 243.78 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.5 | $7.7M | +8% | 119k | 64.69 |
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| Schlumberger Com Stk (SLB) | 0.5 | $7.6M | +4% | 181k | 41.80 |
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| Amazon (AMZN) | 0.5 | $7.5M | -3% | 39k | 190.26 |
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| ConAgra Foods (CAG) | 0.5 | $7.3M | +2% | 273k | 26.67 |
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| EOG Resources (EOG) | 0.5 | $7.0M | +2% | 55k | 128.24 |
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| Lowe's Companies (LOW) | 0.5 | $6.8M | 29k | 233.23 |
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| Constellation Brands Cl A (STZ) | 0.5 | $6.8M | 37k | 183.52 |
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| Chevron Corporation (CVX) | 0.5 | $6.7M | 40k | 167.29 |
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| Medtronic SHS (MDT) | 0.5 | $6.7M | 74k | 89.86 |
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| Ishares Fltg Rate Nt Etf (FLOT) | 0.5 | $6.6M | +11% | 130k | 51.05 |
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| Pfizer (PFE) | 0.5 | $6.6M | 259k | 25.34 |
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| Visa Com Cl A (V) | 0.5 | $6.5M | 19k | 350.46 |
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| Nutrien (NTR) | 0.5 | $6.4M | +6% | 130k | 49.67 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $6.4M | 12k | 548.14 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $6.3M | 12k | 513.92 |
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| Qualcomm (QCOM) | 0.4 | $6.2M | 41k | 153.61 |
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| Comcast Corp Cl A (CMCSA) | 0.4 | $6.2M | +2% | 169k | 36.90 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.4 | $5.8M | 83k | 70.40 |
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| Ishares Msci Eafe Etf (EFA) | 0.4 | $5.8M | -2% | 71k | 81.73 |
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| Home Depot (HD) | 0.4 | $5.6M | 15k | 366.49 |
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| Domino's Pizza (DPZ) | 0.4 | $5.5M | +5% | 12k | 459.45 |
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| Fiserv (FI) | 0.4 | $5.4M | -3% | 24k | 220.83 |
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| Nike CL B (NKE) | 0.4 | $5.3M | +10% | 83k | 63.48 |
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| Federated Hermes CL B (FHI) | 0.4 | $5.1M | 125k | 40.77 |
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| Abbott Laboratories (ABT) | 0.4 | $5.1M | 38k | 132.65 |
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| SYSCO Corporation (SYY) | 0.4 | $5.0M | 67k | 75.04 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.4 | $5.0M | 75k | 66.64 |
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| Johnson & Johnson (JNJ) | 0.4 | $5.0M | -3% | 30k | 165.84 |
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| Coca-Cola Company (KO) | 0.3 | $4.9M | 68k | 71.62 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.7M | 8.8k | 532.58 |
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| Ameriprise Financial (AMP) | 0.3 | $4.5M | 9.3k | 484.11 |
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| Ishares Rus 1000 Grw Etf (IWF) | 0.3 | $4.5M | -3% | 12k | 361.09 |
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| Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 0.3 | $4.3M | -3% | 89k | 48.82 |
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| Hp (HPQ) | 0.3 | $4.3M | 156k | 27.69 |
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| Lamb Weston Hldgs (LW) | 0.3 | $4.3M | +113% | 80k | 53.30 |
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| International Business Machines (IBM) | 0.3 | $4.2M | -64% | 17k | 248.66 |
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| Union Pacific Corporation (UNP) | 0.3 | $4.0M | 17k | 236.24 |
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| Dell Technologies CL C (DELL) | 0.3 | $3.9M | 43k | 91.15 |
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| Bank of America Corporation (BAC) | 0.3 | $3.7M | 89k | 41.73 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $3.7M | 12k | 312.04 |
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| Merck & Co (MRK) | 0.3 | $3.5M | -22% | 39k | 89.76 |
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| Capital One Financial (COF) | 0.2 | $3.4M | 19k | 179.30 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $3.3M | -2% | 6.7k | 497.60 |
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| Costco Wholesale Corporation (COST) | 0.2 | $3.3M | -2% | 3.5k | 945.79 |
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| McKesson Corporation (MCK) | 0.2 | $3.2M | 4.7k | 672.99 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $3.1M | 11k | 274.84 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.2 | $3.0M | 112k | 27.13 |
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| Ishares S&p 500 Val Etf (IVE) | 0.2 | $3.0M | 16k | 190.58 |
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| Potlatch Corporation (PCH) | 0.2 | $2.9M | 64k | 45.12 |
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| Eaton Corp SHS (ETN) | 0.2 | $2.8M | -2% | 10k | 271.83 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $2.8M | +53% | 54k | 51.78 |
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| Norfolk Southern (NSC) | 0.2 | $2.7M | 11k | 236.85 |
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| Ishares S&p 500 Grwt Etf (IVW) | 0.2 | $2.6M | 28k | 92.83 |
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| Roper Industries (ROP) | 0.2 | $2.6M | 4.5k | 589.58 |
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| Quanta Services (PWR) | 0.2 | $2.6M | 10k | 254.18 |
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| Meta Platforms Cl A (META) | 0.2 | $2.6M | 4.5k | 576.36 |
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| Ishares Core S&p Mcp Etf (IJH) | 0.2 | $2.6M | -12% | 44k | 58.35 |
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| Arista Networks Com Shs (ANET) | 0.2 | $2.6M | 33k | 77.48 |
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| Stanley Black & Decker (SWK) | 0.2 | $2.5M | -47% | 33k | 76.88 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.5M | -3% | 16k | 156.23 |
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| Danaher Corporation (DHR) | 0.2 | $2.4M | +3% | 12k | 205.00 |
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| Allstate Corporation (ALL) | 0.2 | $2.4M | -2% | 11k | 207.07 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $2.3M | +20% | 29k | 81.76 |
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| Invesco Unit Ser 1 (QQQ) | 0.2 | $2.3M | +5% | 4.9k | 468.92 |
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| ConocoPhillips (COP) | 0.2 | $2.2M | -37% | 21k | 105.02 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $2.2M | +2% | 12k | 179.70 |
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| Renasant (RNST) | 0.2 | $2.2M | 65k | 33.93 |
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| Public Service Enterprise (PEG) | 0.2 | $2.1M | -3% | 26k | 82.30 |
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| Ishares Core S&p500 Etf (IVV) | 0.2 | $2.1M | +4% | 3.8k | 561.90 |
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| Ufp Industries (UFPI) | 0.2 | $2.1M | +4% | 20k | 107.04 |
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| O'reilly Automotive (ORLY) | 0.2 | $2.1M | 1.5k | 1432.58 |
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| Cummins (CMI) | 0.1 | $2.0M | 6.5k | 313.44 |
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| Enterprise Products Partners (EPD) | 0.1 | $2.0M | +3% | 59k | 34.14 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $2.0M | +3% | 27k | 72.70 |
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| Progressive Corporation (PGR) | 0.1 | $2.0M | +4% | 6.9k | 283.01 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.9M | +3% | 12k | 166.00 |
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| Verizon Communications (VZ) | 0.1 | $1.9M | 42k | 45.36 |
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| Copart (CPRT) | 0.1 | $1.9M | +5% | 33k | 56.59 |
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| Goldman Sachs (GS) | 0.1 | $1.9M | +148% | 3.4k | 546.29 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.8M | 4.8k | 383.53 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.8M | 28k | 65.59 |
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| Darden Restaurants (DRI) | 0.1 | $1.8M | 8.4k | 207.76 |
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| American Express Company (AXP) | 0.1 | $1.8M | 6.5k | 269.05 |
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| Ishares Core S&p Scp Etf (IJR) | 0.1 | $1.7M | -11% | 17k | 104.57 |
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| Regions Financial Corporation (RF) | 0.1 | $1.7M | 78k | 21.73 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.7M | -16% | 12k | 135.68 |
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| Amgen (AMGN) | 0.1 | $1.7M | 5.3k | 311.55 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.6M | 21k | 78.94 |
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| Verisk Analytics (VRSK) | 0.1 | $1.6M | 5.4k | 297.62 |
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| Automatic Data Processing (ADP) | 0.1 | $1.6M | 5.3k | 305.53 |
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| Intuit (INTU) | 0.1 | $1.6M | 2.6k | 613.99 |
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| S&p Global (SPGI) | 0.1 | $1.5M | 3.0k | 508.10 |
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| General Mills (GIS) | 0.1 | $1.5M | 25k | 59.79 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $1.5M | -16% | 15k | 99.16 |
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| Ishares Rus 1000 Etf (IWB) | 0.1 | $1.4M | 4.6k | 306.74 |
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| Southern Company (SO) | 0.1 | $1.4M | +7% | 15k | 91.95 |
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| Target Corporation (TGT) | 0.1 | $1.4M | 13k | 104.36 |
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| Deere & Company (DE) | 0.1 | $1.4M | 2.9k | 469.35 |
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| UnitedHealth (UNH) | 0.1 | $1.4M | 2.6k | 523.75 |
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| Constellation Energy (CEG) | 0.1 | $1.4M | +411% | 6.8k | 201.63 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $1.3M | -12% | 27k | 49.52 |
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| Synopsys (SNPS) | 0.1 | $1.3M | 3.0k | 428.85 |
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| Live Nation Entertainment (LYV) | 0.1 | $1.3M | 9.9k | 130.58 |
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| DTE Energy Company (DTE) | 0.1 | $1.3M | -2% | 9.3k | 138.27 |
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| Walt Disney Company (DIS) | 0.1 | $1.3M | +13% | 13k | 98.70 |
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| United Therapeutics Corporation (UTHR) | 0.1 | $1.2M | 4.0k | 308.27 |
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| Tyson Foods Cl A (TSN) | 0.1 | $1.2M | +6% | 19k | 63.81 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $1.2M | +7% | 3.6k | 334.48 |
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| Ishares Rus Md Cp Gr Etf (IWP) | 0.1 | $1.2M | 10k | 117.49 |
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| Evercore Class A (EVR) | 0.1 | $1.2M | 6.0k | 199.72 |
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| At&t (T) | 0.1 | $1.2M | -6% | 42k | 28.28 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $1.2M | 8.2k | 145.69 |
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| salesforce (CRM) | 0.1 | $1.2M | NEW | 4.4k | 268.37 |
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| Westrock Coffee (WEST) | 0.1 | $1.2M | 163k | 7.22 |
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| TJX Companies (TJX) | 0.1 | $1.1M | 9.3k | 121.80 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | 2.5k | 446.71 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $1.1M | -10% | 15k | 73.69 |
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| Altria (MO) | 0.1 | $1.1M | 19k | 60.02 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.1M | 5.7k | 194.00 |
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| Valero Energy Corporation (VLO) | 0.1 | $1.1M | 8.2k | 132.07 |
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| Simpson Manufacturing (SSD) | 0.1 | $1.1M | +4% | 6.7k | 157.08 |
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| Oracle Corporation (ORCL) | 0.1 | $1.0M | 7.4k | 139.81 |
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| Ishares Select Divid Etf (DVY) | 0.1 | $1.0M | 7.7k | 134.29 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $970k | 1.8k | 533.48 |
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| Ishares Rus Mdcp Val Etf (IWS) | 0.1 | $963k | 7.6k | 125.97 |
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| Gilead Sciences (GILD) | 0.1 | $923k | 8.2k | 112.05 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $895k | 7.3k | 121.97 |
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| MetLife (MET) | 0.1 | $888k | 11k | 80.29 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $882k | +5% | 47k | 18.59 |
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| Honeywell International (HON) | 0.1 | $867k | 4.1k | 211.75 |
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| Excelerate Energy Cl A Com (EE) | 0.1 | $860k | 30k | 28.68 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $857k | 14k | 60.48 |
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| Netease Sponsored Ads (NTES) | 0.1 | $850k | 8.3k | 102.92 |
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| T. Rowe Price (TROW) | 0.1 | $837k | 9.1k | 91.87 |
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| Ishares S&p Mc 400gr Etf (IJK) | 0.1 | $835k | -7% | 10k | 83.28 |
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| Ishares Rus 1000 Val Etf (IWD) | 0.1 | $825k | -4% | 4.4k | 188.16 |
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| Ishares Rus 2000 Grw Etf (IWO) | 0.1 | $825k | -4% | 3.2k | 255.53 |
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| Ishares 7-10 Yr Trsy Bd (IEF) | 0.1 | $822k | -28% | 8.6k | 95.37 |
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| SEI Investments Company (SEIC) | 0.1 | $819k | 11k | 77.63 |
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| PNC Financial Services (PNC) | 0.1 | $808k | 4.6k | 175.77 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $803k | +4% | 11k | 75.65 |
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| A. O. Smith Corporation (AOS) | 0.1 | $803k | +12% | 12k | 65.36 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $798k | 1.00 | 798441.00 |
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| Williams-Sonoma (WSM) | 0.1 | $795k | -10% | 5.0k | 158.10 |
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| Silicon Motion Technology Sponsored Adr (SIMO) | 0.1 | $790k | +4% | 16k | 50.56 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $786k | 2.1k | 366.54 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $753k | 8.1k | 93.45 |
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| Nextera Energy (NEE) | 0.1 | $751k | +4% | 11k | 70.89 |
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| Ishares S&p Mc 400vl Etf (IJJ) | 0.1 | $741k | -3% | 6.2k | 119.73 |
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| Ishares Mbs Etf (MBB) | 0.1 | $736k | NEW | 7.8k | 93.78 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.1 | $726k | 588.00 | 1234.57 |
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| American Tower Reit (AMT) | 0.1 | $715k | 3.3k | 217.60 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $709k | -3% | 10k | 67.85 |
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| Dominion Resources (D) | 0.0 | $687k | +28% | 12k | 56.07 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $683k | -8% | 17k | 40.41 |
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| Caterpillar (CAT) | 0.0 | $682k | -2% | 2.1k | 329.80 |
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| Omega Healthcare Investors (OHI) | 0.0 | $673k | 18k | 38.08 |
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| Kla Corp Com New (KLAC) | 0.0 | $671k | +3% | 987.00 | 679.80 |
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| Icon SHS (ICLR) | 0.0 | $664k | 3.8k | 174.99 |
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| GSK Sponsored Adr (GSK) | 0.0 | $658k | 17k | 38.74 |
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| Unum (UNM) | 0.0 | $641k | -2% | 7.9k | 81.46 |
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| Unilever Spon Adr New (UL) | 0.0 | $634k | -24% | 11k | 59.55 |
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| CF Industries Holdings (CF) | 0.0 | $631k | 8.1k | 78.15 |
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| Ishares Russell 2000 Etf (IWM) | 0.0 | $627k | +2% | 3.1k | 199.49 |
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| LKQ Corporation (LKQ) | 0.0 | $617k | +26% | 15k | 42.54 |
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| Thor Industries (THO) | 0.0 | $603k | +5% | 8.0k | 75.81 |
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| Ecolab (ECL) | 0.0 | $602k | -2% | 2.4k | 253.52 |
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| Cooper Cos (COO) | 0.0 | $600k | 7.1k | 84.35 |
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| Black Stone Minerals Com Unit (BSM) | 0.0 | $596k | 39k | 15.27 |
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| American Electric Power Company (AEP) | 0.0 | $595k | -12% | 5.4k | 109.27 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $579k | 5.2k | 111.48 |
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| Ishares 3 7 Yr Treas Bd (IEI) | 0.0 | $574k | 4.9k | 118.13 |
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| Gentex Corporation (GNTX) | 0.0 | $570k | +4% | 24k | 23.30 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $569k | 14k | 41.21 |
|
|
| Southwest Airlines (LUV) | 0.0 | $568k | +4% | 17k | 33.58 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $565k | 13k | 42.06 |
|
|
| Interpublic Group of Companies (IPG) | 0.0 | $558k | 21k | 27.16 |
|
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| Skyworks Solutions (SWKS) | 0.0 | $553k | +6% | 8.6k | 64.63 |
|
| Trustmark Corporation (TRMK) | 0.0 | $553k | 16k | 34.49 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $543k | 7.3k | 74.68 |
|
|
| Uber Technologies (UBER) | 0.0 | $530k | +6% | 7.3k | 72.85 |
|
| Emerson Electric (EMR) | 0.0 | $521k | 4.8k | 109.64 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $514k | NEW | 1.5k | 352.58 |
|
| Williams Companies (WMB) | 0.0 | $509k | +9% | 8.5k | 59.76 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $507k | -91% | 3.6k | 142.22 |
|
| Booking Holdings (BKNG) | 0.0 | $507k | 110.00 | 4606.89 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $506k | +17% | 10k | 50.63 |
|
| Wells Fargo & Company (WFC) | 0.0 | $501k | 7.0k | 71.79 |
|
|
| Alaska Air (ALK) | 0.0 | $500k | 10k | 49.22 |
|
|
| Ishares Core Us Aggbd Et (AGG) | 0.0 | $499k | +38% | 5.0k | 98.92 |
|
| Nextnav Common Stock (NN) | 0.0 | $499k | 41k | 12.17 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $486k | -9% | 1.7k | 288.14 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $486k | -5% | 5.2k | 93.70 |
|
| Entergy Corporation (ETR) | 0.0 | $483k | 5.6k | 85.49 |
|
|
| Ishares S&P SML 600 GWT (IJT) | 0.0 | $475k | 3.8k | 124.50 |
|
|
| Consolidated Edison (ED) | 0.0 | $471k | 4.3k | 110.59 |
|
|
| Robert Half International (RHI) | 0.0 | $450k | 8.2k | 54.55 |
|
|
| Blackrock (BLK) | 0.0 | $447k | -3% | 472.00 | 946.48 |
|
| Prologis (PLD) | 0.0 | $428k | 3.8k | 111.79 |
|
|
| Magna Intl Inc cl a (MGA) | 0.0 | $426k | +3% | 13k | 33.99 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $419k | 12k | 36.49 |
|
|
| Ishares Rus 2000 Val Etf (IWN) | 0.0 | $418k | -4% | 2.8k | 150.98 |
|
| Boeing Company (BA) | 0.0 | $415k | -14% | 2.4k | 170.55 |
|
| CenterPoint Energy (CNP) | 0.0 | $408k | -5% | 11k | 36.23 |
|
| Ishares 20 Yr Tr Bd Etf (TLT) | 0.0 | $408k | +88% | 4.5k | 91.03 |
|
| Ishares Rus Mid Cap Etf (IWR) | 0.0 | $401k | 4.7k | 85.07 |
|
|
| John Hancock Exchange Traded Dynamic Municip (JHMU) | 0.0 | $397k | NEW | 15k | 25.75 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $391k | 2.6k | 147.95 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $388k | 7.2k | 53.97 |
|
|
| Dow (DOW) | 0.0 | $384k | 11k | 34.92 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $380k | +12% | 1.1k | 345.24 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $377k | 6.4k | 58.78 |
|
|
| Dollar General (DG) | 0.0 | $369k | 4.2k | 87.93 |
|
|
| Franco-Nevada Corporation (FNV) | 0.0 | $367k | 2.3k | 157.56 |
|
|
| Masimo Corporation (MASI) | 0.0 | $362k | 2.2k | 166.60 |
|
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $362k | 6.8k | 53.23 |
|
|
| Intel Corporation (INTC) | 0.0 | $357k | -8% | 16k | 22.71 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $354k | 1.1k | 308.86 |
|
|
| 3M Company (MMM) | 0.0 | $354k | -3% | 2.4k | 146.86 |
|
| Paychex (PAYX) | 0.0 | $352k | 2.3k | 154.28 |
|
|
| Etf Ser Solutions Us Vegan Climate (VEGN) | 0.0 | $351k | 7.1k | 49.72 |
|
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $348k | +17% | 2.4k | 147.72 |
|
| AmerisourceBergen (COR) | 0.0 | $348k | 1.3k | 278.09 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $342k | +10% | 979.00 | 349.19 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $335k | -2% | 1.8k | 186.29 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $335k | 11k | 29.28 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $331k | 610.00 | 542.38 |
|
|
| Global Payments (GPN) | 0.0 | $325k | 3.3k | 97.92 |
|
|
| Realty Income (O) | 0.0 | $324k | -6% | 5.6k | 58.01 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $318k | +6% | 5.4k | 59.40 |
|
| Tesla Motors (TSLA) | 0.0 | $318k | +20% | 1.2k | 259.16 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $311k | -5% | 5.2k | 59.75 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $311k | -4% | 1.3k | 231.40 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $309k | 4.6k | 67.75 |
|
|
| Phillips 66 (PSX) | 0.0 | $305k | -6% | 2.5k | 123.48 |
|
| Delek Us Holdings (DK) | 0.0 | $301k | 20k | 15.07 |
|
|
| Citigroup Com New (C) | 0.0 | $300k | 4.2k | 70.98 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $299k | -7% | 2.1k | 146.01 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $299k | 2.6k | 116.98 |
|
|
| Royal Gold (RGLD) | 0.0 | $298k | 1.8k | 163.51 |
|
|
| Stryker Corporation (SYK) | 0.0 | $290k | 779.00 | 372.25 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $287k | -2% | 1.4k | 200.15 |
|
| Public Storage (PSA) | 0.0 | $286k | +10% | 955.00 | 299.29 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $283k | -2% | 1.6k | 172.74 |
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.0 | $281k | -9% | 9.3k | 30.14 |
|
| Baxter International (BAX) | 0.0 | $280k | 8.2k | 34.23 |
|
|
| Ishares Msci Usa Qlt Fct (QUAL) | 0.0 | $276k | 1.6k | 170.89 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $274k | 2.3k | 118.41 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $270k | NEW | 5.2k | 51.94 |
|
| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.0 | $269k | 6.6k | 40.65 |
|
|
| Banco Santander Adr (SAN) | 0.0 | $268k | 40k | 6.70 |
|
|
| Sabra Health Care REIT (SBRA) | 0.0 | $262k | 15k | 17.47 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $258k | 1.5k | 170.63 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $258k | +6% | 2.5k | 104.23 |
|
| Wp Carey (WPC) | 0.0 | $252k | 4.0k | 63.11 |
|
|
| Ishares Msci Usa Min Vol (USMV) | 0.0 | $252k | 2.7k | 93.66 |
|
|
| Exelon Corporation (EXC) | 0.0 | $247k | 5.4k | 46.08 |
|
|
| Ishares Cohen Steer Reit (ICF) | 0.0 | $246k | 4.0k | 61.53 |
|
|
| Ford Motor Company (F) | 0.0 | $246k | 25k | 10.03 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $245k | +8% | 2.1k | 116.77 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $242k | -2% | 16k | 15.01 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $233k | -2% | 5.0k | 46.08 |
|
| Kraft Heinz (KHC) | 0.0 | $232k | -5% | 7.6k | 30.43 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.0 | $228k | 2.3k | 99.88 |
|
|
| Chubb (CB) | 0.0 | $224k | NEW | 742.00 | 301.99 |
|
| Kimbell Rty Partners Unit (KRP) | 0.0 | $219k | 16k | 14.00 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $218k | 1.1k | 202.13 |
|
|
| Ishares Russell 3000 Etf (IWV) | 0.0 | $217k | 682.00 | 317.64 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $216k | 1.8k | 119.47 |
|
|
| J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.0 | $216k | -14% | 4.1k | 52.69 |
|
| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.0 | $215k | -28% | 4.6k | 46.50 |
|
| Illinois Tool Works (ITW) | 0.0 | $209k | 842.00 | 248.01 |
|
|
| Vanguard Intl Equity Index Fund Ftse Emr Mkt Etf (VWO) | 0.0 | $208k | -33% | 4.6k | 45.26 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $207k | -16% | 10k | 20.70 |
|
| Servicenow (NOW) | 0.0 | $203k | -2% | 255.00 | 796.14 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $202k | NEW | 9.1k | 22.16 |
|
| Intercontinental Exchange (ICE) | 0.0 | $200k | NEW | 1.2k | 172.50 |
|
| First Tr Exchange-traded Limited Duration (FSIG) | 0.0 | $195k | 10k | 18.94 |
|
|
| Global Net Lease Com New (GNL) | 0.0 | $165k | 21k | 8.04 |
|
|
| Prospect Capital Corporation (PSEC) | 0.0 | $148k | +3% | 36k | 4.10 |
|
| Ready Cap Corp Com reit (RC) | 0.0 | $51k | 10k | 5.09 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $39k | 10k | 3.92 |
|
|
| Taseko Cad (TGB) | 0.0 | $37k | 17k | 2.24 |
|
|
| Standard Lithium Corp equities (SLI) | 0.0 | $13k | NEW | 10k | 1.27 |
|
Past Filings by Cadence Bank
SEC 13F filings are viewable for Cadence Bank going back to 2017
- Cadence Bank 2025 Q1 filed May 14, 2025
- Cadence Bank 2024 Q4 filed Feb. 13, 2025
- Cadence Bank 2024 Q3 filed Nov. 13, 2024
- Cadence Bank 2024 Q2 filed Aug. 13, 2024
- Cadence Bank 2024 Q1 filed May 14, 2024
- Cadence Bank 2023 Q4 filed Feb. 13, 2024
- Cadence Bank 2023 Q3 filed Nov. 13, 2023
- Cadence Bank 2023 Q2 filed Aug. 14, 2023
- Cadence Bank 2023 Q1 filed May 12, 2023
- Cadence Bank 2022 Q4 filed Feb. 13, 2023
- Cadence Bank 2022 Q3 filed Nov. 10, 2022
- Cadence Bank 2022 Q2 filed Aug. 12, 2022
- Cadence Bank 2022 Q1 filed May 13, 2022
- Cadence Bank 2021 Q4 filed Feb. 11, 2022
- BancorpSouth Bank 2021 Q3 filed Nov. 10, 2021
- BancorpSouth Bank 2021 Q2 filed Aug. 13, 2021