First American Trust, Fsb Purchases in Q1 2025

First American Trust, Fsb

  • $1.05 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
404K
+ 380.06%
$51.88 - $60.73 $20.9M - $24.5M
510K $30M
IVV
Ishares Core S&P 500 ETF

ETFs
24.4K
+ 822.57%
$554.06 - $615.85 $13.5M - $15M
27.4K $15.4M
MSFT
Microsoft Corp

Technology
43.7K
+ 47.14%
$375.39 - $447.2 $16.4M - $19.5M
136K $51.2M
MMM
3 M CO

Industrials
50K
New
$129.7 - $155.12 $6.49M - $7.76M
50K $7.35M
PGR
Progressive Corp

Financial Services
25.5K
New
$235.61 - $291.22 $6.01M - $7.43M
25.5K $7.22M
VBK
Vanguard Small Cap Growth ETF

ETFs
27.7K
+ 675.59%
$247.97 - $296.33 $6.87M - $8.21M
31.8K $8.01M
ASML
Asml Holding Nv

Technology
8.31K
New
$662.63 - $776.99 $5.5M - $6.45M
8.31K $5.5M
VTV
Vanguard Value ETF

ETFs
26.9K
+ 17.35%
$167.73 - $179.21 $4.51M - $4.82M
182K $31.4M
PM
Philip Morris International Inc.

Consumer Defensive
25.1K
+ 80.02%
$117.15 - $158.79 $2.94M - $3.98M
56.4K $8.95M
MCD
Mcdonalds Corp

Consumer Cyclical
13.2K
+ 55.88%
$279.74 - $321.29 $3.7M - $4.25M
36.9K $11.5M
ETR
Entergy Corp

Utilities
45.6K
New
$75.26 - $87.89 $3.43M - $4.01M
45.6K $3.9M
AVGO
Broadcom Inc.

Technology
27.9K
+ 217.26%
$167.43 - $244.7 $4.68M - $6.84M
40.8K $6.83M
MDT
Medtronic PLC

Healthcare
34.9K
+ 54.63%
$79.84 - $94.5 $2.79M - $3.3M
98.8K $8.88M
MPWR
Monolithic Power Systems Inc

Technology
6.16K
New
$565.7 - $720.25 $3.49M - $4.44M
6.16K $3.57M
TWLO
Twilio Inc

Communication Services
31.8K
New
$94.9 - $148.35 $3.02M - $4.72M
31.8K $3.11M
LLY
Eli Lilly & CO

Healthcare
1.86K
+ 6.37%
$725.72 - $929.72 $1.35M - $1.73M
31K $25.6M
AAPL
Apple Inc.

Technology
45.6K
+ 17.49%
$209.68 - $247.1 $9.57M - $11.3M
307K $68.1M
PWZ
Invesco California Amt Free Mu

ETFs
114K
+ 54.23%
$23.68 - $24.72 $2.7M - $2.82M
325K $7.75M
ABT
Abbott Laboratories

Healthcare
1.79K
+ 1.61%
$111.1 - $140.22 $199K - $251K
113K $15M
V
Visa Inc.

Financial Services
2.31K
+ 5.14%
$306.92 - $362.71 $710K - $839K
47.3K $16.6M
ABBV
Abb Vie Inc.

Healthcare
2.74K
+ 5.02%
$169.2 - $216.66 $463K - $593K
57.2K $12M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
13.9K
+ 3.54%
$48.65 - $53.06 $677K - $739K
407K $21.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
5.15K
+ 31.87%
$497.6 - $606.74 $2.56M - $3.12M
21.3K $10.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.97K
+ 139.04%
$468.34 - $539.52 $2.33M - $2.68M
8.54K $4M
VUG
Vanguard Growth ETF

ETFs
6.63K
+ 71.09%
$369.1 - $427.61 $2.45M - $2.84M
16K $5.92M
CI
Cigna Corp

Healthcare
2.96K
+ 18.31%
$274.49 - $329.0 $814K - $975K
19.2K $6.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
11.5K
+ 86.04%
$156.61 - $168.02 $1.8M - $1.93M
24.8K $3.99M
WFC
Wells Fargo & Company

Financial Services
19.5K
+ 13.45%
$66.78 - $81.42 $1.3M - $1.59M
165K $11.8M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
514
+ 3.12%
$402.49 - $513.76 $207K - $264K
17K $8.25M
EFG
Msci Eafe Growth ETF

ETFs
14.7K
+ 42.32%
$96.1 - $106.37 $1.41M - $1.56M
49.3K $4.93M
EEM
Ishares Msci Emerging Markets

ETFs
27.1K
+ 24.56%
$40.81 - $45.34 $1.11M - $1.23M
137K $6.01M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
10.2K
New
$126.86 - $146.45 $1.3M - $1.5M
10.2K $1.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
13.8K
+ 17.32%
$77.7 - $78.94 $1.07M - $1.09M
93.6K $7.39M
TSN
Tyson Foods, Inc.

Consumer Defensive
2.14K
+ 1.65%
$54.27 - $63.81 $116K - $136K
131K $8.39M
VICI
Vici Properties Inc.

Real Estate
9.91K
+ 5.49%
$28.21 - $32.68 $280K - $324K
190K $6.21M
GVI
Ishares Tr

ETFs
5.86K
+ 4.07%
$103.49 - $106.02 $607K - $621K
150K $15.9M
TTWO
Take Two Interactive Software Inc

Communication Services
1.08K
+ 3.85%
$178.61 - $217.95 $192K - $235K
29.1K $6.03M
VNQ
Vanguard Specialized Funds Van

ETFs
8.81K
+ 26.19%
$85.55 - $94.34 $754K - $831K
42.5K $3.84M
UNP
Union Pacific Corp

Industrials
2.05K
+ 4.88%
$225.21 - $254.42 $462K - $522K
44.1K $10.4M
VOT
Vanguard Mid Cap Growth Index

ETFs
3.36K
+ 90.88%
$237.72 - $276.98 $798K - $930K
7.05K $1.73M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.23K
+ 4.15%
$114.57 - $118.14 $484K - $499K
106K $12.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8K
+ 6.02%
$76.94 - $78.28 $615K - $626K
141K $11M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
7.17K
+ 6.11%
$76.77 - $82.22 $550K - $589K
124K $9.87M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.82K
+ 16.37%
$551.42 - $612.93 $1M - $1.12M
12.9K $7.24M
VGIT
Vanguard Intermediate Term Tre

ETFs
11.6K
+ 59.14%
$57.44 - $59.4 $669K - $692K
31.3K $1.86M
MUB
Ishares National Muni Bond ETF

ETFs
7.08K
+ 19.33%
$104.71 - $107.69 $741K - $762K
43.7K $4.61M
VEU
Vanguard Ftse All World Ex Us

ETFs
9.83K
+ 30.54%
$56.51 - $62.98 $555K - $619K
42K $2.55M
BK
Bank Of New York Mellon Corp

Financial Services
3.25K
+ 6.0%
$75.42 - $88.95 $245K - $289K
57.3K $4.81M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.86K
+ 57.21%
$74.85 - $84.89 $513K - $582K
18.9K $1.54M
Activity Summary
Buys All Purchases 137 New Holdings 24 Increased Positions 113 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track First American Trust, Fsb Portfolio

Follow First American Trust, Fsb 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 First American Trust, Fsb, based on Form 13F filings with the SEC.

News

Stay updated on First American Trust, Fsb with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email