First American Trust, Fsb Purchases in Q2 2025

First American Trust, Fsb

  • $1.21 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IDV
Ishares Tr

ETFs
1.88K
+ 2.88%
$27.79 - $34.84 $52.3K - $65.6K
67.2K $2.32M
V
Visa Inc.

Financial Services
166
+ 0.35%
$308.27 - $373.31 $51.2K - $62K
47.5K $16.9M
IBM
International Business Machines Corp

Technology
903
New
$221.03 - $294.78 $200K - $266K
903 $266K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.09K
New
$51.16 - $62.02 $209K - $254K
4.09K $253K
CI
Cigna Corp

Healthcare
673
+ 3.51%
$301.89 - $340.04 $203K - $229K
19.8K $6.56M
LOW
Lowes Companies Inc

Consumer Cyclical
1.13K
New
$210.83 - $235.28 $238K - $265K
1.13K $250K
USB
Us Bancorp \De\

Financial Services
5.47K
New
$36.4 - $45.76 $199K - $250K
5.47K $247K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
516
+ 2.29%
$57.14 - $72.68 $29.5K - $37.5K
23.1K $1.68M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
2.45K
+ 4.67%
$26.38 - $32.66 $64.5K - $79.9K
54.9K $1.79M
NFLX
Netflix Inc

Communication Services
70
+ 19.66%
$855.86 - $1339.13 $59.9K - $93.7K
426 $570K
TSLA
Tesla, Inc.

Consumer Cyclical
400
+ 26.08%
$221.86 - $362.89 $88.7K - $145K
1.93K $614K
XPO
Xpo Logistics, Inc.

Industrials
1.69K
New
$91.46 - $128.1 $154K - $216K
1.69K $213K
TJX
Tjx Companies Inc

Consumer Cyclical
1.69K
New
$119.13 - $135.03 $202K - $228K
1.69K $208K
FCNCA
First Citizens Bancshares Inc

Financial Services
106
New
$1561.69 - $1966.55 $166K - $208K
106 $207K
CAH
Cardinal Health Inc

Healthcare
1.2K
New
$125.0 - $168.0 $151K - $202K
1.2K $202K
CEG
Constellation Energy Corp

Utilities
128
+ 10.84%
$170.96 - $322.76 $21.9K - $41.3K
1.31K $422K
COST
Costco Wholesale Corp

Consumer Defensive
85
+ 4.05%
$908.13 - $1056.85 $77.2K - $89.8K
2.19K $2.16M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.69K
+ 13.94%
$107.93 - $110.97 $182K - $187K
13.8K $1.52M
MCD
Mcdonalds Corp

Consumer Cyclical
3.14K
+ 8.5%
$285.55 - $321.23 $896K - $1.01M
40.1K $11.7M
IEF
Ishares Barclays

ETFs
1.71K
+ 8.3%
$93.15 - $96.56 $159K - $165K
22.3K $2.14M
HYD
Vaneck High Yield Muni ETF

ETFs
3.52K
+ 36.55%
$49.08 - $51.35 $173K - $181K
13.2K $661K
AMAT
Applied Materials Inc

Technology
315
+ 11.14%
$126.95 - $183.52 $40K - $57.8K
3.14K $575K
PFF
Ishares Trust Ishares Pfd And

ETFs
5.59K
+ 3.28%
$29.0 - $30.68 $162K - $171K
176K $5.39M
HD
Home Depot, Inc.

Consumer Cyclical
429
+ 16.26%
$335.24 - $380.78 $144K - $163K
3.07K $1.12M
GE
General Electric CO

Industrials
225
+ 14.63%
$166.81 - $257.39 $37.5K - $57.9K
1.76K $453K
BAC
Bank Of America Corp

Financial Services
2.27K
+ 32.8%
$34.39 - $47.46 $78.2K - $108K
9.21K $435K
MUB
Ishares National Muni Bond ETF

ETFs
1.78K
+ 4.07%
$102.31 - $105.8 $182K - $188K
45.5K $4.75M
NEE
Nextera Energy Inc

Utilities
5.06K
+ 3.53%
$64.11 - $75.0 $324K - $379K
148K $10.3M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
652
+ 3.83%
$41.45 - $54.46 $27K - $35.5K
17.7K $919K
MS
Morgan Stanley

Financial Services
290
+ 7.57%
$99.83 - $140.86 $29K - $40.8K
4.12K $580K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.43K
+ 6.77%
$50.1 - $51.02 $122K - $124K
38.3K $1.95M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.71K
+ 5.47%
$58.63 - $59.9 $100K - $103K
33K $1.98M
ITOT
Ishares Core S&P Total U.S. St

ETFs
405
+ 8.76%
$108.12 - $135.04 $43.8K - $54.7K
5.03K $679K
MA
Mastercard Inc

Financial Services
149
+ 28.93%
$479.92 - $590.74 $71.5K - $88K
664 $373K
IEFA
Ishares Tr

ETFs
46
+ 0.47%
$67.83 - $84.09 $3.12K - $3.87K
9.79K $817K
VTI
Vanguard Total Stock Market Et

ETFs
71
+ 3.7%
$243.75 - $303.93 $17.3K - $21.6K
1.99K $604K
BX
Blackstone Inc.

Financial Services
193
+ 4.57%
$120.07 - $151.11 $23.2K - $29.2K
4.42K $660K
PID
Invesco Exchange Traded Fd Tr

ETFs
3.13K
+ 2.72%
N/A
118K $2.11M
NEAR
Blackrock Short Maturity Bond

ETFs
1.01K
+ 9.09%
$50.41 - $51.17 $50.9K - $51.6K
12.1K $619K
DVY
Ishares Tr

ETFs
748
+ 2.34%
$118.37 - $134.86 $88.5K - $101K
32.7K $4.34M
TXN
Texas Instruments Inc

Technology
266
+ 9.1%
N/A
3.19K $620K
DE
Deere & CO

Industrials
2
+ 0.15%
$412.99 - $531.48 $826 - $1.06K
1.31K $664K
TRV
Travelers Companies, Inc.

Financial Services
137
+ 9.4%
$233.83 - $276.34 $32K - $37.9K
1.59K $426K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
200
+ 5.28%
$59.24 - $71.39 $11.8K - $14.3K
3.99K $284K
CRM
Salesforce, Inc.

Technology
91
+ 8.36%
$236.26 - $291.15 $21.5K - $26.5K
1.18K $321K
PCAR
Paccar Inc

Industrials
1.07K
+ 3.12%
$86.4 - $99.09 $92.8K - $106K
35.5K $3.38M
MDLZ
Mondelez International, Inc.

Consumer Defensive
345
+ 10.69%
$63.54 - $68.5 $21.9K - $23.6K
3.57K $240K
WELL
Welltower Inc.

Real Estate
124
+ 2.84%
$136.49 - $155.22 $16.9K - $19.2K
4.5K $691K
SRE
Sempra Energy

Utilities
8
+ 0.26%
$63.78 - $78.91 $510 - $631
3.06K $232K
Activity Summary
Buys All Purchases 122 New Holdings 22 Increased Positions 100 Sells All Sells 103 Reductions 103 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