Amg National Trust Bank Incresed Positions in Q1 2025

Amg National Trust Bank

  • $3.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
2.7K
+ 2.43%
N/A
114K $20.7M
PPL
Ppl Corp

Utilities
2.7K
+ 2.51%
$31.68 - $36.11 $85.6K - $97.6K
110K $3.98M
COST
Costco Wholesale Corp

Consumer Defensive
369
+ 8.29%
$890.62 - $1076.86 $329K - $397K
4.82K $4.56M
DE
Deere & CO

Industrials
702
+ 30.04%
$408.57 - $509.27 $287K - $358K
3.04K $1.43M
AEP
American Electric Power CO Inc

Utilities
328
+ 1.51%
$90.32 - $109.27 $29.6K - $35.8K
22K $2.4M
IEF
Ishares Barclays

ETFs
2.32K
+ 3.8%
$91.17 - $95.39 $212K - $221K
63.3K $6.04M
SCHP
Schwab Strategic Us Tips ETF

ETFs
13.6K
+ 42.87%
$25.69 - $26.89 $348K - $365K
45.2K $1.21M
KMB
Kimberly Clark Corp

Consumer Defensive
2K
+ 21.34%
$124.46 - $147.4 $249K - $295K
11.4K $1.62M
DUK
Duke Energy Corp

Utilities
1K
+ 5.75%
$105.87 - $121.97 $106K - $122K
18.5K $2.25M
GE
General Electric CO

Industrials
587
+ 8.63%
$168.59 - $212.13 $99K - $125K
7.39K $1.48M
XLV
Select Sector Spdr Fund Health

ETFs
1.04K
+ 4.66%
$137.61 - $149.68 $143K - $155K
23.3K $3.4M
BKH
Black Hills Corp

Utilities
4.36K
+ 12.62%
$55.74 - $61.86 $243K - $270K
38.9K $2.36M
CI
Cigna Corp

Healthcare
426
+ 11.47%
$274.49 - $329.0 $117K - $140K
4.14K $1.36M
XLU
Utilities Sector Spdr

ETFs
2.7K
+ 9.63%
$74.7 - $80.27 $202K - $217K
30.8K $2.43M
WFC
Wells Fargo & Company

Financial Services
3.77K
+ 28.67%
$66.78 - $81.42 $252K - $307K
16.9K $1.22M
CTAS
Cintas Corp

Industrials
8
+ 0.06%
$182.09 - $208.14 $1.46K - $1.67K
12.4K $2.56M
AFL
Aflac Inc

Financial Services
800
+ 3.21%
$100.99 - $111.19 $80.8K - $89K
25.7K $2.86M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.18K
+ 2.58%
$114.57 - $118.14 $135K - $139K
46.8K $5.53M
RRC
Range Resources Corp

Energy
7
+ 0.01%
$35.22 - $41.29 $247 - $289
61.3K $2.45M
CPT
Camden Property Trust

Real Estate
1.38K
+ 11.76%
$109.16 - $125.53 $150K - $173K
13.1K $1.6M
PCH
Potlatchdeltic Corp

Real Estate
208
+ 0.53%
$38.35 - $47.34 $7.98K - $9.85K
39.2K $1.77M
AAP
Advance Auto Parts Inc

Consumer Cyclical
12K
+ 38.13%
$33.63 - $49.79 $405K - $599K
43.6K $1.71M
CSCO
Cisco Systems, Inc.

Technology
1.35K
+ 2.78%
$58.74 - $64.87 $79.3K - $87.6K
50K $3.08M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.09K
+ 41.27%
$247.97 - $296.33 $271K - $324K
3.74K $941K
SYK
Stryker Corp

Healthcare
25
+ 0.16%
$355.18 - $399.9 $8.88K - $10K
15.6K $5.8M
CSX
Csx Corp

Industrials
14.5K
+ 18.11%
$29.11 - $33.67 $421K - $487K
94.4K $2.78M
UBER
Uber Technologies, Inc

Technology
1.39K
+ 18.52%
$63.17 - $81.49 $87.6K - $113K
8.88K $646K
CHX
Champion X Corp

Energy
3.24K
+ 10.31%
$27.3 - $31.27 $88.5K - $101K
34.7K $1.03M
COP
Conocophillips

Energy
1.11K
+ 11.72%
$88.6 - $105.85 $98.6K - $118K
10.6K $1.11M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
190
+ 4.94%
$208.48 - $244.03 $39.6K - $46.4K
4.04K $985K
MPC
Marathon Petroleum Corp

Energy
500
+ 3.31%
$134.72 - $159.03 $67.4K - $79.5K
15.6K $2.28M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.19K
+ 2.05%
$50.82 - $52.7 $60.3K - $62.6K
59.1K $3.11M
TRV
Travelers Companies, Inc.

Financial Services
93
+ 2.47%
$232.43 - $265.13 $21.6K - $24.7K
3.85K $1.02M
ICVT
Ishares Tr Convertible Bond Et

ETFs
9.17K
+ 1.91%
$83.18 - $89.27 $763K - $819K
489K $40.9M
PGR
Progressive Corp

Financial Services
237
+ 23.08%
$235.61 - $291.22 $55.8K - $69K
1.26K $357K
IDA
Idacorp Inc

Utilities
5
+ 0.03%
$105.58 - $119.04 $528 - $595
15.3K $1.77M
SUB
Ishares Short Term National Mu

ETFs
950
+ 2.79%
$105.3 - $106.24 $100K - $101K
35K $3.69M
INTC
Intel Corp

Technology
1.55K
+ 6.2%
$19.1 - $27.39 $29.6K - $42.5K
26.5K $602K
MDLZ
Mondelez International, Inc.

Consumer Defensive
745
+ 12.06%
$56.12 - $68.15 $41.8K - $50.8K
6.92K $469K
AJG
Arthur J. Gallagher & Co.

Financial Services
3
+ 0.19%
$275.89 - $345.24 $828 - $1.04K
1.58K $544K
KHC
Kraft Heinz CO

Consumer Defensive
2.87K
+ 13.32%
$28.51 - $32.22 $81.8K - $92.5K
24.4K $743K
CL
Colgate Palmolive CO

Consumer Defensive
564
+ 6.36%
$85.68 - $97.5 $48.3K - $55K
9.43K $883K
FTHM
Fathom Holdings Inc.

Real Estate
139K
+ 201.66%
$0.72 - $1.6 $99.9K - $222K
208K $182K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.13K
+ 19.78%
N/A
19K $450K
PSX
Phillips 66

Energy
66
+ 0.98%
$113.93 - $131.55 $7.52K - $8.68K
6.83K $842K
SUI
Sun Communities Inc

Real Estate
16
+ 0.13%
$120.53 - $136.43 $1.93K - $2.18K
12.4K $1.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
33
+ 0.1%
$95.85 - $99.25 $3.16K - $3.28K
32.6K $3.22M
WMT
Walmart Inc.

Consumer Defensive
2.67K
+ 4.14%
$84.5 - $105.05 $226K - $281K
67.3K $5.9M
SPG
Simon Property Group Inc

Real Estate
475
+ 25.75%
$159.48 - $187.78 $75.8K - $89.2K
2.32K $385K
Activity Summary
Buys All Purchases 188 New Holdings 19 Increased Positions 169 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 0 Puts 2
Track This Portfolio

Track Amg National Trust Bank Portfolio

Follow Amg National Trust Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Amg National Trust Bank, based on Form 13F filings with the SEC.

News

Stay updated on Amg National Trust Bank with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email