Umpqua Bank
Q1 2025 13F Holdings
- Locationlake oswego, OR
- Num holdings
155
- Value ($000)
$289,167
- Date Filed05/13/2025
- Form type13F-HR
- CIK0002017259
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $14.77M | 5 % | 39,340 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $14.45M | 5 % | 122,307 | ||
AAPL APPLE INC | COM | 037833100 | $13.95M | 5 % | 62,808 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $13.60M | 5 % | 24,206 | ||
EMXC ISHARES INC | MSCI EMRG CHN | 46434G764 | $11.06M | 4 % | 200,714 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $10.83M | 4 % | 200,669 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $8.35M | 3 % | 77,051 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $7.48M | 3 % | 98,820 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $7.35M | 3 % | 47,529 | ||
AMZN AMAZON COM INC | COM | 023135106 | $6.91M | 2 % | 36,309 |
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