First American Trust, Fsb Incresed Positions in Q2 2025

First American Trust, Fsb

  • $1.21 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
BAC
Bank Of America Corp

Financial Services
2.27K
+ 32.8%
$34.39 - $47.46 $78.2K - $108K
9.21K $435K
GE
General Electric CO

Industrials
225
+ 14.63%
$166.81 - $257.39 $37.5K - $57.9K
1.76K $453K
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
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
DE
Deere & CO

Industrials
2
+ 0.15%
$412.99 - $531.48 $826 - $1.06K
1.31K $664K
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
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
DUK
Duke Energy Corp

Utilities
118
+ 6.68%
$112.46 - $124.05 $13.3K - $14.6K
1.88K $222K
DGX
Quest Diagnostics Inc

Healthcare
1
+ 0.08%
N/A
1.2K $164K
Nuveen
2.26K
+ 12.49%
N/A
20.3K $0
Linde PLC
102
+ 12.73%
N/A
903 $0
Amg
1.98K
+ 8.3%
N/A
25.9K $0
Blackstone Real Estate Income Tr
781
+ 0.69%
N/A
113K $0
Blue Owl Credit Income Corp
32.1K
+ 9.55%
N/A
368K $0
Pimco
192K
+ 69.74%
N/A
467K $0
Starwood Real Estate Income Trus
129
+ 0.71%
N/A
18.3K $0
CB
Chubb LTD

Financial Services
30
+ 3.7%
$274.32 - $302.46 $8.23K - $9.07K
841 $243K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3
+ 0.13%
$90.85 - $102.31 $273 - $307
2.34K $235K
PEP
Pepsico Inc

Consumer Defensive
333
+ 4.68%
$128.02 - $151.37 $42.6K - $50.4K
7.45K $983K
ETR
Entergy Corp

Utilities
88
+ 0.19%
$79.01 - $86.61 $6.95K - $7.62K
45.7K $3.8M
CVX
Chevron Corp

Energy
62
+ 0.98%
$133.73 - $168.51 $8.29K - $10.4K
6.37K $911K
XOM
Exxon Mobil Corp

Energy
168
+ 1.13%
$99.93 - $119.04 $16.8K - $20K
15K $1.62M
MDT
Medtronic PLC

Healthcare
772
+ 0.78%
$80.68 - $88.86 $62.3K - $68.6K
99.6K $8.68M
UNP
Union Pacific Corp

Industrials
242
+ 0.55%
$208.27 - $238.46 $50.4K - $57.7K
44.3K $10.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
172
+ 1.91%
$483.48 - $539.8 $83.2K - $92.8K
9.16K $4.45M
EOG
Eog Resources Inc

Energy
302
+ 0.5%
$104.61 - $129.97 $31.6K - $39.3K
61.2K $7.32M
ABBV
Abb Vie Inc.

Healthcare
819
+ 1.43%
$170.16 - $206.27 $139K - $169K
58K $10.8M
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
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