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
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
9.25K
+ 69.58%
$59.28 - $66.1 $548K - $612K
22.5K $1.43M
IWP
Ishares Russell Mid Cap Growth

ETFs
5.21K
New
$114.9 - $139.6 $599K - $728K
5.21K $612K
NEAR
Blackrock Short Maturity Bond

ETFs
11.1K
New
$50.4 - $50.89 $560K - $565K
11.1K $564K
EOG
Eog Resources Inc

Energy
1.76K
+ 2.98%
$120.54 - $138.05 $212K - $243K
60.9K $7.81M
PFF
Ishares Trust Ishares Pfd And

ETFs
20.9K
+ 13.97%
$30.73 - $32.26 $641K - $673K
170K $5.23M
HYD
Vaneck High Yield Muni ETF

ETFs
9.64K
New
$50.79 - $52.53 $490K - $506K
9.64K $493K
JCI
Johnson Controls International PLC

Industrials
5.42K
+ 11.86%
$76.12 - $90.6 $413K - $491K
51.1K $4.1M
VBR
Vanguard Small Cap Value ETF

ETFs
4.8K
+ 13.45%
$183.02 - $207.75 $879K - $998K
40.5K $7.54M
MBB
Ishares Tr

ETFs
3.71K
+ 6.68%
$90.37 - $94.08 $336K - $349K
59.3K $5.56M
XOM
Exxon Mobil Corp

Energy
2.63K
+ 21.6%
$105.44 - $118.93 $278K - $313K
14.8K $1.76M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.01K
+ 13.18%
$49.25 - $50.66 $444K - $457K
77.4K $3.84M
XYL
Xylem Inc.

Industrials
1.81K
+ 4.23%
$114.02 - $132.04 $207K - $239K
44.7K $5.33M
GS
Goldman Sachs Group Inc

Financial Services
1.56K
+ 8.15%
$524.81 - $672.19 $820K - $1.05M
20.7K $11.3M
SNOW
Snowflake Inc.

Technology
3.28K
+ 16.21%
$146.16 - $192.78 $479K - $632K
23.5K $3.44M
GE
General Electric CO

Industrials
1.54K
New
$168.59 - $212.13 $259K - $326K
1.54K $307K
CVX
Chevron Corp

Energy
1.04K
+ 19.72%
$146.71 - $167.97 $152K - $175K
6.31K $1.06M
SUB
Ishares Short Term National Mu

ETFs
2.66K
+ 5.87%
$105.3 - $106.24 $280K - $283K
48K $5.07M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.58K
New
$73.78 - $76.59 $264K - $274K
3.58K $274K
COST
Costco Wholesale Corp

Consumer Defensive
223
+ 11.87%
$890.62 - $1076.86 $199K - $240K
2.1K $1.99M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.53K
+ 9.85%
$34.58 - $45.97 $52.8K - $70.2K
17K $782K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
5.44K
+ 11.58%
$27.47 - $30.62 $149K - $167K
52.4K $1.55M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.23K
New
$56.12 - $68.15 $181K - $220K
3.23K $218K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.82K
New
$42.5 - $46.71 $205K - $225K
4.82K $218K
DUK
Duke Energy Corp

Utilities
1.77K
New
$105.87 - $121.97 $187K - $215K
1.77K $215K
NSC
Norfolk Southern Corp

Industrials
904
New
$227.69 - $259.76 $206K - $235K
904 $214K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.62K
New
$120.5 - $145.97 $196K - $237K
1.62K $213K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.22K
New
$169.43 - $182.84 $206K - $222K
1.22K $210K
JNJ
Johnson & Johnson

Healthcare
139
+ 2.01%
$142.06 - $167.7 $19.7K - $23.3K
7.05K $1.17M
DGX
Quest Diagnostics Inc

Healthcare
1.2K
New
N/A
1.2K $164K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.57K
+ 18.22%
$94.86 - $97.12 $149K - $152K
10.2K $970K
CTAS
Cintas Corp

Industrials
7
+ 0.12%
$182.09 - $208.14 $1.27K - $1.46K
5.84K $1.2M
WELL
Welltower Inc.

Real Estate
53
+ 1.23%
$124.05 - $156.86 $6.57K - $8.31K
4.37K $669K
NFLX
Netflix Inc

Communication Services
120
+ 50.85%
$828.4 - $1058.6 $99.4K - $127K
356 $331K
FISV
Fiserv Inc

Technology
913
New
N/A
913 $114K
FCX
Freeport Mcmoran Inc

Basic Materials
2.92K
+ 4.07%
$34.5 - $43.01 $101K - $126K
74.8K $2.83M
VZ
Verizon Communications Inc

Communication Services
861
+ 10.72%
$37.81 - $46.49 $32.6K - $40K
8.9K $403K
T
At&T Inc.

Communication Services
531
+ 4.68%
$21.56 - $28.28 $11.4K - $15K
11.9K $336K
DE
Deere & CO

Industrials
2
+ 0.15%
$408.57 - $509.27 $817 - $1.02K
1.31K $612K
IEF
Ishares Barclays

ETFs
6
+ 0.03%
$91.17 - $95.39 $547 - $572
20.6K $1.96M
SHEL
Shell PLC

Energy
82
+ 1.84%
$62.84 - $73.29 $5.15K - $6.01K
4.54K $332K
XLV
Select Sector Spdr Fund Health

ETFs
219
+ 10.84%
$137.61 - $149.68 $30.1K - $32.8K
2.24K $326K
SBUX
Starbucks Corp

Consumer Cyclical
110
+ 2.73%
$91.75 - $115.81 $10.1K - $12.7K
4.14K $406K
VIG
Vanguard Dividend Appreciation

ETFs
182
+ 14.98%
N/A
1.4K $254K
EXPD
Expeditors International Of Washington Inc

Industrials
1
+ 0.03%
$109.09 - $126.48 $109 - $126
3.04K $365K
PCAR
Paccar Inc

Industrials
2.47K
+ 7.72%
$96.91 - $112.51 $239K - $278K
34.5K $3.35M
EGP
Eastgroup Properties Inc

Real Estate
2
+ 0.11%
$155.63 - $187.46 $311 - $375
1.76K $310K
HSY
Hershey CO

Consumer Defensive
133
+ 4.8%
$144.74 - $186.36 $19.3K - $24.8K
2.9K $496K
PG
Procter & Gamble CO

Consumer Defensive
35
+ 0.68%
$158.56 - $176.26 $5.55K - $6.17K
5.17K $881K
VO
Vanguard Mid Cap ETF

ETFs
85
+ 6.61%
$251.87 - $277.95 $21.4K - $23.6K
1.37K $354K
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
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