First American Trust, Fsb Incresed Positions in Q3 2025

First American Trust, Fsb

  • $1.32 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
19K
+ 6.71%
$202.38 - $256.87 $3.84M - $4.87M
302K $76.8M
NVDA
Nvidia Corp

Technology
7.42K
+ 2.63%
$153.3 - $186.58 $1.14M - $1.38M
289K $54M
GOOGL
Alphabet Inc.

Communication Services
462
+ 0.37%
$174.36 - $254.72 $80.6K - $118K
126K $30.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
94.4K
+ 86.92%
$78.96 - $80.04 $7.45M - $7.55M
203K $16.2M
JPM
Jpmorgan Chase & CO

Financial Services
12.5K
+ 16.54%
$282.78 - $316.06 $3.52M - $3.94M
87.8K $27.7M
C
Citigroup Inc

Financial Services
34K
+ 30.03%
$85.57 - $103.49 $2.91M - $3.52M
147K $15M
EFV
Msci Eafe Value ETF

ETFs
20.2K
+ 2.66%
$62.79 - $68.42 $1.27M - $1.38M
780K $52.9M
MSFT
Microsoft Corp

Technology
2.39K
+ 1.76%
$491.09 - $535.64 $1.18M - $1.28M
139K $71.8M
IAU
Ishares Gold Trust

ETFs
4.2K
+ 1.26%
$61.62 - $72.77 $259K - $306K
337K $24.6M
LQD
Ishares Iboxx $ Investment Gra

ETFs
30.4K
+ 40.84%
$107.66 - $112.36 $3.27M - $3.41M
105K $11.7M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
42.7K
+ 100.67%
$72.01 - $74.44 $3.07M - $3.18M
85K $6.25M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
60.3K
+ 35.76%
$45.72 - $47.27 $2.76M - $2.85M
229K $10.7M
ABBV
Abb Vie Inc.

Healthcare
747
+ 1.29%
$184.85 - $231.54 $138K - $173K
58.8K $13.6M
IGF
Ishares Global Infrastructure

ETFs
33.7K
+ 20.35%
$58.29 - $61.43 $1.96M - $2.07M
199K $12.2M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
19.1K
+ 12.99%
$117.65 - $120.08 $2.25M - $2.3M
166K $19.9M
CAT
Caterpillar Inc

Industrials
26
+ 0.11%
$390.92 - $477.15 $10.2K - $12.4K
24.7K $11.8M
BK
Bank Of New York Mellon Corp

Financial Services
651
+ 0.64%
$90.65 - $109.75 $59K - $71.4K
103K $11.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
162
+ 0.77%
$404.94 - $499.99 $65.6K - $81K
21.3K $10.3M
MCD
Mcdonalds Corp

Consumer Cyclical
3.49K
+ 8.71%
$291.67 - $316.99 $1.02M - $1.11M
43.5K $13.2M
JIG
J P Morgan Exchange Traded Fd

ETFs
8.14K
+ 4.62%
$69.55 - $75.34 $566K - $613K
184K $13.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
455
+ 0.41%
$164.63 - $174.58 $74.9K - $79.4K
112K $19.5M
ILF
Ishares Latin America 40 ETF

ETFs
13.6K
+ 4.65%
$24.77 - $28.98 $337K - $394K
306K $8.84M
EEM
Ishares Msci Emerging Markets

ETFs
9.88K
+ 8.34%
$48.07 - $53.4 $475K - $527K
128K $6.85M
MRK
Merck & Co., Inc.

Healthcare
12.5K
+ 220.26%
$77.6 - $87.37 $968K - $1.09M
18.1K $1.52M
ROST
Ross Stores, Inc.

Consumer Cyclical
398
+ 1.01%
$127.59 - $152.81 $50.8K - $60.8K
39.9K $6.08M
WMT
Walmart Inc.

Consumer Defensive
627
+ 0.34%
$94.4 - $104.27 $59.2K - $65.4K
183K $18.8M
MDT
Medtronic PLC

Healthcare
1.31K
+ 1.31%
$87.67 - $95.74 $114K - $125K
101K $9.61M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.54K
+ 31.37%
$50.79 - $76.4 $282K - $423K
23.2K $1.77M
VBK
Vanguard Small Cap Growth ETF

ETFs
576
+ 1.76%
$276.51 - $305.12 $159K - $176K
33.3K $9.92M
CHTR
Charter Communications, Inc.

Communication Services
10.2K
+ 65.95%
$256.57 - $418.22 $2.63M - $4.28M
25.8K $7.09M
HD
Home Depot, Inc.

Consumer Cyclical
1.53K
+ 49.9%
$357.4 - $423.42 $547K - $648K
4.6K $1.86M
PWZ
Invesco California Amt Free Mu

ETFs
21.6K
+ 8.22%
$22.77 - $24.07 $491K - $519K
284K $6.79M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.33K
+ 6.05%
$82.38 - $83.0 $604K - $609K
129K $10.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
915
+ 9.99%
$459.11 - $506.91 $420K - $464K
10.1K $5.06M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.13K
+ 9.71%
$66.38 - $71.68 $341K - $368K
58K $4.14M
CMF
Ishares California Muni Bond E

ETFs
7.41K
+ 7.75%
$55.16 - $57.13 $409K - $423K
103K $5.88M
CMS
Cms Energy Corp

Utilities
508
+ 0.4%
$69.37 - $74.67 $35.2K - $37.9K
127K $9.34M
ETR
Entergy Corp

Utilities
737
+ 1.61%
$80.93 - $93.55 $59.6K - $68.9K
46.4K $4.32M
JNJ
Johnson & Johnson

Healthcare
1.56K
+ 22.62%
$155.17 - $185.42 $242K - $289K
8.45K $1.57M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.22K
+ 19.13%
$282.75 - $294.19 $345K - $359K
7.59K $2.23M
TRMB
Trimble Inc.

Technology
431
+ 0.7%
$76.46 - $85.24 $33K - $36.7K
61.8K $5.04M
VGSH
Vanguard

ETFs
5.93K
+ 12.27%
$58.43 - $58.88 $346K - $349K
54.2K $3.19M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.7K
+ 12.41%
$87.29 - $93.61 $235K - $252K
24.4K $2.28M
VGIT
Vanguard Intermediate Term Tre

ETFs
5K
+ 15.14%
$58.97 - $60.36 $295K - $302K
38K $2.28M
JPRE
J P Morgan Exchange Traded Fd

ETFs
5.59K
+ 5.62%
$46.56 - $49.11 $260K - $275K
105K $5.04M
TSLA
Tesla, Inc.

Consumer Cyclical
65
+ 3.36%
$293.94 - $444.72 $19.1K - $28.9K
2K $888K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.28K
+ 4.36%
$48.5 - $50.19 $159K - $165K
78.7K $3.94M
AMAT
Applied Materials Inc

Technology
798
+ 25.39%
$156.25 - $204.95 $125K - $164K
3.94K $806K
JCI
Johnson Controls International PLC

Industrials
33
+ 0.06%
$103.24 - $111.73 $3.41K - $3.69K
52.3K $5.75M
Activity Summary
Buys All Purchases 143 New Holdings 21 Increased Positions 122 Sells All Sells 89 Reductions 89 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