First Citizens Financial Corp has filed its 13F form on May 31, 2024 for Q1 2024 where it was disclosed a total value porftolio of $168 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Dj Us Tech ETF with a value of $14.3M, Ishares Tr Msci Eafe ETF with a value of $8.92M, Ishares Tr with a value of $6.86M, Ishares S&P Midcap 400 Growth with a value of $6.41M, and Ishares Tr with a value of $6.42M.

Examining the 13F form we can see an increase of $12.4M in the current position value, from $155M to 168M.

Below you can find more details about First Citizens Financial Corp portfolio as well as his latest detailed transactions.

Portfolio value $168 Million
ETFs: $122 Million
Financial Services: $11.6 Million
Technology: $9.02 Million
Healthcare: $7.99 Million
Industrials: $5.48 Million
Consumer Cyclical: $4.75 Million
Consumer Defensive: $2.42 Million
Utilities: $861,000
Other: $2.24 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 115
  • Current Value $168 Million
  • Prior Value $155 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 31, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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