Core First Bank & Trust Purchases in Q2 2025

Core First Bank & Trust

  • $175 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
4.2K
New
$7.05 - $8.02 $29.6K - $33.7K
4.2K $33K
SEIC
Sei Investments CO

Financial Services
373
New
$66.45 - $89.86 $24.8K - $33.5K
373 $33K
CBSH
Commerce Bancshares Inc

Financial Services
528
New
$55.42 - $65.63 $29.3K - $34.7K
528 $32K
NEM
Newmont Corp

Basic Materials
545
New
$44.18 - $59.46 $24.1K - $32.4K
545 $31K
JFR
Nuveen Floating Rate Income Fund

Financial Services
3.74K
New
$7.51 - $8.49 $28.1K - $31.8K
3.74K $31K
TMUS
T Mobile Us, Inc.

Communication Services
129
New
$220.99 - $268.54 $28.5K - $34.6K
129 $30K
TSLA
Tesla, Inc.

Consumer Cyclical
95
New
$221.86 - $362.89 $21.1K - $34.5K
95 $30K
SHEL
Shell PLC

Energy
439
New
$59.75 - $73.05 $26.2K - $32.1K
439 $30K
JEPI
J P Morgan Exchange Traded Fd

ETFs
716
+ 1.65%
$51.14 - $57.0 $36.6K - $40.8K
44K $2.5M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
553
New
$50.09 - $51.09 $27.7K - $28.3K
553 $28K
VZ
Verizon Communications Inc

Communication Services
911
+ 15.41%
$41.67 - $45.62 $38K - $41.6K
6.82K $295K
BAX
Baxter International Inc

Healthcare
900
New
$27.8 - $34.02 $25K - $30.6K
900 $27K
D
Dominion Energy, Inc

Utilities
445
New
$49.66 - $58.0 $22.1K - $25.8K
445 $25K
WEC
Wec Energy Group, Inc.

Utilities
245
New
$102.24 - $109.76 $25K - $26.9K
245 $25K
AB
Alliancebernstein Holding L.P.

Financial Services
600
New
$33.0 - $41.77 $19.8K - $25.1K
600 $24K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
225
New
$97.78 - $126.44 $22K - $28.4K
225 $23K
PAYC
Paycom Software, Inc.

Technology
100
New
$193.07 - $265.71 $19.3K - $26.6K
100 $23K
FE
Firstenergy Corp

Utilities
552
New
$38.31 - $43.17 $21.1K - $23.8K
552 $22K
CARR
Carrier Global Corp

Industrials
300
New
$55.55 - $75.83 $16.7K - $22.7K
300 $21K
BND
Vanguard Bd Index Fd Inc Total

ETFs
288
New
$72.02 - $73.82 $20.7K - $21.3K
288 $21K
SYF
Synchrony Financial

Financial Services
320
New
$43.81 - $66.74 $14K - $21.4K
320 $21K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
482
New
$37.41 - $42.4 $18K - $20.4K
482 $20K
TTE
Total Energies Se

Energy
300
New
N/A
300 $20K
CVS
Cvs Health Corp

Healthcare
302
New
$60.04 - $70.18 $18.1K - $21.2K
302 $20K
MU
Micron Technology Inc

Technology
168
New
$64.72 - $127.91 $10.9K - $21.5K
168 $20K
DEO
Diageo PLC

Consumer Defensive
200
New
$99.86 - $115.75 $20K - $23.2K
200 $20K
CTSH
Cognizant Technology Solutions Corp

Technology
256
New
$66.47 - $81.81 $17K - $20.9K
256 $19K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
430
New
$37.51 - $45.52 $16.1K - $19.6K
430 $19K
AVGO
Broadcom Inc.

Technology
70
New
$146.29 - $275.65 $10.2K - $19.3K
70 $19K
PFF
Ishares Trust Ishares Pfd And

ETFs
600
New
$29.0 - $30.68 $17.4K - $18.4K
600 $18K
SO
Southern CO

Utilities
200
New
$84.91 - $92.56 $17K - $18.5K
200 $18K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
264
+ 2.45%
$95.52 - $109.98 $25.2K - $29K
11.1K $1.2M
RY
Royal Bank Of Canada

Financial Services
133
New
$108.36 - $131.55 $14.4K - $17.5K
133 $17K
TPR
Tapestry, Inc.

Consumer Cyclical
200
New
$60.6 - $87.81 $12.1K - $17.6K
200 $17K
APAM
Artisan Partners Asset Management Inc.

Financial Services
395
New
$33.85 - $44.55 $13.4K - $17.6K
395 $17K
PSA
Public Storage

Real Estate
60
New
$266.31 - $309.77 $16K - $18.6K
60 $17K
EFA
Ishares Tr Msci Eafe ETF

ETFs
199
New
$72.96 - $90.39 $14.5K - $18K
199 $17K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
200
New
$80.28 - $91.78 $16.1K - $18.4K
200 $17K
VOD
Vodafone Group Public LTD CO

Communication Services
1.6K
New
$8.19 - $10.66 $13.1K - $17.1K
1.6K $17K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
658
New
$20.94 - $26.47 $13.8K - $17.4K
658 $17K
AZN
Astrazeneca PLC

Healthcare
240
New
$64.87 - $75.0 $15.6K - $18K
240 $16K
GRMN
Garmin LTD

Technology
80
New
$173.63 - $218.07 $13.9K - $17.4K
80 $16K
MUB
Ishares National Muni Bond ETF

ETFs
150
New
$102.31 - $105.8 $15.3K - $15.9K
150 $15K
KHC
Kraft Heinz CO

Consumer Defensive
600
New
$25.61 - $30.81 $15.4K - $18.5K
600 $15K
C
Citigroup Inc

Financial Services
182
New
$58.13 - $85.12 $10.6K - $15.5K
182 $15K
IJK
Ishares S&P Midcap 400 Growth

ETFs
163
New
$73.7 - $90.98 $12K - $14.8K
163 $14K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.31K
New
$7.69 - $11.46 $10K - $15K
1.31K $14K
BHP
Bhp Group LTD

Basic Materials
300
New
$40.22 - $50.88 $12.1K - $15.3K
300 $14K
PRU
Prudential Financial Inc

Financial Services
132
New
$95.12 - $112.71 $12.6K - $14.9K
132 $14K
Activity Summary
Buys All Purchases 269 New Holdings 231 Increased Positions 38 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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