First Citizens Bank & Trust CO Purchases in Q1 2025

First Citizens Bank & Trust CO

  • $5.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.79M
New
$23.92 - $26.89 $90.7M - $102M
3.79M $99.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
336K
+ 3.26%
$95.85 - $99.25 $32.2M - $33.3M
10.6M $1.05B
IWX
Ishares Tr Russell 200 Value E

ETFs
71.4K
+ 1.24%
$78.54 - $84.86 $5.61M - $6.06M
5.84M $475M
MO
Altria Group, Inc.

Consumer Defensive
138K
+ 169.24%
$50.81 - $60.02 $7.03M - $8.3M
220K $13.2M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1.82K
+ 2935.48%
$4295.4 - $5141.88 $7.82M - $9.36M
1.88K $8.67M
CSGP
Costar Group, Inc.

Real Estate
96.6K
+ 1535.33%
$69.29 - $80.37 $6.69M - $7.76M
103K $8.15M
AES
Aes Corp

Utilities
601K
New
$9.93 - $13.23 $5.96M - $7.95M
601K $7.46M
MUB
Ishares National Muni Bond ETF

ETFs
84.7K
+ 3.21%
$104.71 - $107.69 $8.86M - $9.12M
2.72M $287M
UAL
United Airlines Holdings, Inc.

Industrials
70.5K
New
$69.05 - $110.52 $4.87M - $7.8M
70.5K $4.87M
PLTR
Palantir Technologies Inc.

Technology
57K
New
$64.98 - $124.62 $3.71M - $7.11M
57K $4.81M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
19K
+ 2.68%
$97.25 - $104.79 $1.85M - $1.99M
729K $75.2M
CNC
Centene Corp

Healthcare
70.9K
New
$55.93 - $65.89 $3.96M - $4.67M
70.9K $4.3M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
14.9K
+ 740.65%
$254.58 - $302.92 $3.78M - $4.5M
16.9K $4.34M
XOM
Exxon Mobil Corp

Energy
4.89K
+ 2.02%
$105.44 - $118.93 $515K - $581K
247K $29.4M
PLD
Prologis, Inc.

Real Estate
29.2K
+ 1451.24%
$103.59 - $124.04 $3.02M - $3.62M
31.2K $3.49M
MCHP
Microchip Technology Inc

Technology
60.8K
+ 468.21%
$48.41 - $64.3 $2.94M - $3.91M
73.7K $3.57M
V
Visa Inc.

Financial Services
1.38K
+ 2.18%
$306.92 - $362.71 $425K - $502K
65K $22.8M
BAX
Baxter International Inc

Healthcare
77.3K
New
$29.26 - $36.57 $2.26M - $2.83M
77.3K $2.64M
MRK
Merck & Co., Inc.

Healthcare
33.4K
+ 66.97%
$83.01 - $101.02 $2.77M - $3.37M
83.2K $7.47M
KO
Coca Cola CO

Consumer Defensive
8.17K
+ 4.47%
$60.81 - $72.32 $497K - $591K
191K $13.7M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.53K
+ 5.47%
$275.89 - $345.24 $421K - $527K
29.4K $10.2M
IEMG
Ishares Inc

ETFs
41.8K
+ 6.16%
N/A
720K $38.6M
AMD
Advanced Micro Devices Inc

Technology
24.4K
+ 132.21%
$96.63 - $129.55 $2.35M - $3.15M
42.8K $4.39M
QCOM
Qualcomm Inc

Technology
13.7K
+ 234.28%
$151.94 - $175.86 $2.08M - $2.41M
19.5K $3M
DUK
Duke Energy Corp

Utilities
7.05K
+ 8.67%
$105.87 - $121.97 $746K - $860K
88.4K $10.8M
ELV
Elevance Health, Inc.

Healthcare
1.53K
+ 7.14%
$365.9 - $436.25 $559K - $666K
22.9K $9.9M
CME
Cme Group Inc.

Financial Services
1.41K
+ 3.37%
$225.82 - $266.54 $318K - $375K
43.1K $11.4M
JNJ
Johnson & Johnson

Healthcare
1.39K
+ 1.96%
$142.06 - $167.7 $197K - $233K
72.1K $12M
UNH
Unitedhealth Group Inc

Healthcare
1.92K
+ 4.99%
$461.52 - $548.18 $888K - $1.05M
40.4K $21.2M
RSG
Republic Services, Inc.

Industrials
856
+ 2.54%
$200.09 - $242.16 $171K - $207K
34.6K $8.38M
CE
Celanese Corp

Basic Materials
27.8K
New
$47.02 - $74.12 $1.31M - $2.06M
27.8K $1.58M
NI
Nisource Inc.

Utilities
18.8K
+ 8.03%
$35.57 - $41.23 $670K - $777K
254K $10.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
20.3K
+ 69.63%
$71.17 - $73.66 $1.45M - $1.5M
49.5K $3.63M
IWN
Ishares Russell2000 Val ETF

ETFs
10.8K
+ 122.23%
$149.27 - $169.4 $1.6M - $1.82M
19.5K $2.96M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
12.3K
+ 6.18%
$59.28 - $66.1 $731K - $816K
212K $13.6M
ALL
Allstate Corp

Financial Services
2.98K
+ 5.47%
$180.99 - $210.18 $540K - $627K
57.5K $11.9M
WM
Waste Management Inc

Industrials
1.28K
+ 4.18%
$200.54 - $233.78 $256K - $299K
31.9K $7.37M
PG
Procter & Gamble CO

Consumer Defensive
4.55K
+ 3.38%
$158.56 - $176.26 $721K - $802K
139K $23.7M
SHV
Ishares Tr

ETFs
10.4K
New
$110.11 - $110.51 $1.14M - $1.15M
10.4K $1.15M
AEE
Ameren Corp

Utilities
4.35K
+ 9.2%
$86.87 - $103.67 $378K - $451K
51.6K $5.18M
LLY
Eli Lilly & CO

Healthcare
237
+ 1.76%
$725.72 - $929.72 $172K - $220K
13.7K $11.3M
CSCO
Cisco Systems, Inc.

Technology
2.85K
+ 1.01%
$58.74 - $64.87 $167K - $185K
284K $17.5M
VEA
Vanguard Ftse Developed Market

ETFs
3.52K
+ 1.77%
$47.4 - $52.99 $167K - $186K
203K $10.4M
CMS
Cms Energy Corp

Utilities
4.69K
+ 7.96%
$64.99 - $75.11 $305K - $352K
63.6K $4.78M
MMM
3 M CO

Industrials
649
+ 1.53%
$129.7 - $155.12 $84.2K - $101K
43.1K $6.32M
COP
Conocophillips

Energy
2.89K
+ 3.29%
$88.6 - $105.85 $256K - $306K
90.8K $9.54M
NFLX
Netflix Inc

Communication Services
44
+ 0.24%
$828.4 - $1058.6 $36.4K - $46.6K
18.7K $17.4M
SO
Southern CO

Utilities
2.37K
+ 4.22%
$80.96 - $92.96 $192K - $220K
58.5K $5.38M
T
At&T Inc.

Communication Services
3.14K
+ 2.79%
$21.56 - $28.28 $67.7K - $88.7K
116K $3.27M
Activity Summary
Buys All Purchases 294 New Holdings 74 Increased Positions 220 Sells All Sells 187 Reductions 187 Sold out 0 Options Calls 0 Puts 0
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