Citizens National Bank Trust Department Purchases in Q1 2025

Citizens National Bank Trust Department

  • $465 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IQV
Iqvia Holdings Inc.

Healthcare
68
New
$176.3 - $209.96 $12K - $14.3K
68 $11K
VCIT
Vanguard Intermediate Term Cor

ETFs
125
New
$79.17 - $82.04 $9.9K - $10.3K
125 $10K
LPLA
Lpl Financial Holdings Inc.

Financial Services
31
New
$308.87 - $383.33 $9.57K - $11.9K
31 $10K
XLV
Select Sector Spdr Fund Health

ETFs
50
+ 14.29%
$137.61 - $149.68 $6.88K - $7.48K
400 $58K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
200
New
$47.79 - $59.89 $9.56K - $12K
200 $10K
HMC
Honda Motor CO LTD

Consumer Cyclical
400
New
$26.9 - $30.41 $10.8K - $12.2K
400 $10K
KLAC
Kla Corp

Technology
16
New
$636.62 - $777.63 $10.2K - $12.4K
16 $10K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
125
New
$68.32 - $75.06 $8.54K - $9.38K
125 $9K
GOOGL
Alphabet Inc.

Communication Services
367
+ 26.79%
$154.33 - $206.19 $56.6K - $75.7K
1.74K $268K
SPIB
Spdr Portfolio Intermediate Te

ETFs
293
New
$32.5 - $33.3 $9.52K - $9.76K
293 $9K
XLC
Select Sector Spdr Tr Communic

ETFs
83
New
$94.84 - $105.31 $7.87K - $8.74K
83 $8K
VONV
Vanguard Russell 1000 Value Et

ETFs
95
New
$80.21 - $86.14 $7.62K - $8.18K
95 $7K
MCHI
Ishares Msci China ETF

ETFs
140
New
$43.71 - $58.65 $6.12K - $8.21K
140 $7K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
78
New
$90.0 - $96.32 $7.02K - $7.51K
78 $7K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
123
New
$48.43 - $49.9 $5.96K - $6.14K
123 $6K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
253
New
$24.88 - $26.85 $6.29K - $6.79K
253 $6K
XLI
Industrial Sector Spdr

ETFs
47
+ 94.0%
$128.78 - $141.67 $6.05K - $6.66K
97 $12K
XLE
Energy Sector Spdr

ETFs
50
+ 38.46%
$85.7 - $93.96 $4.29K - $4.7K
180 $16K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
90
New
$58.32 - $65.09 $5.25K - $5.86K
90 $5K
KRE
Spdr S&P Regional Banking ETF

ETFs
100
New
$55.11 - $65.5 $5.51K - $6.55K
100 $5K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
143
New
$36.63 - $37.45 $5.24K - $5.36K
143 $5K
XLY
Select Sector Spdr Consumer Di

ETFs
30
New
$192.6 - $233.2 $5.78K - $7K
30 $5K
XLF
Financial Sector Spdr

ETFs
76
+ 126.67%
$47.32 - $52.19 $3.6K - $3.97K
136 $6K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
100
+ 40.0%
$24.39 - $35.22 $2.44K - $3.52K
350 $10K
PH
Parker Hannifin Corp

Industrials
17
+ 8.5%
$591.65 - $707.05 $10.1K - $12K
217 $131K
IGF
Ishares Global Infrastructure

ETFs
75
New
$51.96 - $54.84 $3.9K - $4.11K
75 $4K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
300
New
$13.05 - $13.97 $3.92K - $4.19K
300 $4K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
71
New
$54.25 - $57.64 $3.85K - $4.09K
71 $3K
HYG
Ishares Tr

ETFs
50
New
$78.51 - $80.11 $3.93K - $4.01K
50 $3K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
46
New
$77.33 - $90.16 $3.56K - $4.15K
46 $3K
JNK
Spdr Bloomberg High Yield Bond

ETFs
41
New
$94.86 - $97.12 $3.89K - $3.98K
41 $3K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
43
New
$91.45 - $91.75 $3.93K - $3.95K
43 $3K
DOW
Dow Inc.

Basic Materials
500
+ 16.38%
$34.36 - $41.92 $17.2K - $21K
3.55K $124K
Masterbrand Inc Ordinary Shares
400
+ 100.0%
N/A
800 $0
Smurfit Westrock PLC Ordinary Shares
400
+ 8.53%
N/A
5.09K $0
Lam Research Corp. Ordinary Shares
153
+ 34.0%
N/A
603 $0
Arista Networks Inc Ordinary Shares
4.35K
New
N/A
4.35K $0
Counterpoint High Yield Trend ETF
2.37K
New
N/A
2.37K $0
Simplify Mbs ETF
14.5K
+ 1210.58%
N/A
15.7K $0
IWM
Ishares Russell 2000 ETF

ETFs
45
+ 6.43%
$198.1 - $229.79 $8.91K - $10.3K
745 $148K
PANW
Palo Alto Networks Inc

Technology
76
+ 4.75%
$167.82 - $208.28 $12.8K - $15.8K
1.68K $285K
QUAL
Ishares Msci Usa Quality Facto

ETFs
66
+ 2.6%
$168.16 - $186.21 $11.1K - $12.3K
2.61K $445K
TMO
Thermo Fisher Scientific Inc.

Healthcare
188
+ 4.0%
$497.6 - $606.74 $93.5K - $114K
4.88K $2.43M
INTU
Intuit Inc

Technology
29
+ 1.2%
$555.63 - $630.23 $16.1K - $18.3K
2.44K $1.5M
EMR
Emerson Electric CO

Industrials
360
+ 7.3%
$108.64 - $131.17 $39.1K - $47.2K
5.29K $580K
BA
Boeing CO

Industrials
170
+ 1.75%
$148.15 - $186.25 $25.2K - $31.7K
9.86K $1.68M
IGM
Ishares Expanded Tech Sector E

ETFs
311
+ 4.02%
$90.67 - $108.46 $28.2K - $33.7K
8.05K $729K
CRM
Salesforce, Inc.

Technology
18
+ 0.94%
$268.36 - $359.95 $4.83K - $6.48K
1.94K $521K
AXP
American Express CO

Financial Services
172
+ 2.25%
$255.39 - $325.87 $43.9K - $56K
7.81K $2.1M
Activity Summary
Buys All Purchases 165 New Holdings 60 Increased Positions 105 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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