First Citizens Financial Corp Incresed Positions in Q3 2025

First Citizens Financial Corp

  • $200 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
354
+ 1.64%
$202.38 - $256.87 $71.6K - $90.9K
21.9K $5.58M
VTI
Vanguard Total Stock Market Et

ETFs
1.11K
+ 8.41%
$303.93 - $329.86 $336K - $364K
14.2K $4.62M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.66K
+ 2.28%
$91.28 - $97.59 $151K - $162K
74.5K $7.18M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.08K
+ 2.15%
$122.57 - $132.57 $132K - $143K
51.3K $6.72M
IJS
Ishares S&P Smallcap 600 Value

ETFs
373
+ 0.93%
$98.99 - $112.2 $36.9K - $41.9K
40.6K $4.48M
JPIE
J P Morgan Exchange Traded Fd
10K
+ 23.11%
$46.01 - $46.55 $462K - $468K
53.5K $2.49M
NVDA
Nvidia Corp

Technology
1.2K
+ 13.7%
$153.3 - $186.58 $184K - $224K
9.94K $1.85M
XLK
Technology Sector Spdr

ETFs
1.03K
+ 10.85%
$250.97 - $282.66 $258K - $291K
10.5K $2.85M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.28K
+ 6.52%
$182.33 - $194.5 $233K - $248K
20.9K $3.98M
MSFT
Microsoft Corp

Technology
427
+ 5.25%
$491.09 - $535.64 $210K - $229K
8.56K $4.43M
PHYL
Pgim ETF Tr

ETFs
9K
+ 24.11%
$35.14 - $35.8 $316K - $322K
46.3K $1.65M
JNJ
Johnson & Johnson

Healthcare
636
+ 9.72%
$155.17 - $185.42 $98.7K - $118K
7.18K $1.33M
CAT
Caterpillar Inc

Industrials
9
+ 0.25%
$390.92 - $477.15 $3.52K - $4.29K
3.67K $1.75M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
7.27K
+ 25.14%
$41.18 - $42.48 $299K - $309K
36.2K $1.53M
JPIB
Jpmorgan International Bond Op

ETFs
6.32K
+ 24.36%
$48.32 - $49.13 $305K - $311K
32.3K $1.58M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
283
+ 0.86%
$131.47 - $143.64 $37.2K - $40.7K
33.2K $4.69M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
156
+ 1.41%
$459.11 - $506.91 $71.6K - $79.1K
11.2K $5.63M
NEAR
Blackrock Short Maturity Bond

ETFs
4.91K
+ 14.81%
$50.8 - $51.32 $249K - $252K
38.1K $1.95M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.09K
+ 7.82%
$54.35 - $59.32 $114K - $124K
28.8K $1.71M
MS
Morgan Stanley

Financial Services
444
+ 4.65%
$139.09 - $161.16 $61.8K - $71.6K
9.98K $1.59M
EMGF
Ishares Msci Emerging Markets

ETFs
2.8K
+ 18.86%
$51.93 - $56.75 $145K - $159K
17.6K $984K
AVGO
Broadcom Inc.

Technology
383
+ 28.02%
$264.74 - $369.57 $101K - $142K
1.75K $577K
MCD
Mcdonalds Corp

Consumer Cyclical
521
+ 17.82%
$291.67 - $316.99 $152K - $165K
3.44K $1.05M
LOW
Lowes Companies Inc

Consumer Cyclical
234
+ 5.94%
$215.01 - $273.02 $50.3K - $63.9K
4.17K $1.05M
XLY
Select Sector Spdr Consumer Di

ETFs
429
+ 12.85%
$216.09 - $242.18 $92.7K - $104K
3.77K $899K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
8.49K
+ 16.69%
$18.86 - $19.16 $160K - $163K
59.3K $1.13M
XLF
Financial Sector Spdr

ETFs
2.51K
+ 12.13%
$51.37 - $54.25 $129K - $136K
23.2K $1.25M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.85K
+ 11.25%
$46.37 - $47.77 $132K - $136K
28.2K $1.34M
EFV
Msci Eafe Value ETF

ETFs
1.24K
+ 8.53%
$62.79 - $68.42 $78.1K - $85.1K
15.8K $1.07M
XLC
Select Sector Spdr Tr Communic

ETFs
621
+ 7.45%
$105.99 - $119.41 $65.8K - $74.2K
8.96K $1.05M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.71K
+ 8.24%
$72.57 - $74.72 $124K - $128K
22.4K $1.67M
XLV
Select Sector Spdr Fund Health

ETFs
807
+ 16.4%
$129.01 - $139.72 $104K - $113K
5.73K $790K
AMZN
Amazon Com Inc

Consumer Cyclical
529
+ 12.87%
$211.65 - $238.24 $112K - $126K
4.64K $1.02M
XLI
Industrial Sector Spdr

ETFs
536
+ 11.43%
$147.94 - $154.99 $79.3K - $83.1K
5.22K $791K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.16K
+ 13.8%
$76.16 - $78.59 $88.1K - $90.9K
9.54K $748K
META
Meta Platforms, Inc.

Communication Services
130
+ 10.85%
$695.21 - $791.73 $90.4K - $103K
1.33K $975K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
161
+ 4.41%
$236.25 - $257.69 $38K - $41.5K
3.81K $966K
COF
Capital One Financial Corp

Financial Services
398
+ 23.73%
$207.29 - $229.74 $82.5K - $91.4K
2.08K $441K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
3.29K
+ 15.43%
$21.2 - $21.84 $69.8K - $71.9K
24.6K $534K
OEF
Ishares S&P 100 ETF

ETFs
277
+ 10.58%
N/A
2.9K $770K
EFG
Msci Eafe Growth ETF

ETFs
466
+ 8.07%
$106.99 - $114.46 $49.9K - $53.3K
6.24K $710K
XLP
Consumer Staples Sector Spdr

ETFs
706
+ 15.1%
N/A
5.38K $409K
VLUE
Ishares Msci Usa Value Factor

ETFs
175
+ 4.55%
$111.55 - $125.05 $19.5K - $21.9K
4.02K $488K
XLE
Energy Sector Spdr

ETFs
62
+ 1.06%
$84.25 - $91.99 $5.22K - $5.7K
5.92K $524K
KR
Kroger CO

Consumer Defensive
691
+ 14.78%
$64.52 - $74.35 $44.6K - $51.4K
5.37K $361K
EOG
Eog Resources Inc

Energy
365
+ 18.64%
$112.12 - $126.1 $40.9K - $46K
2.32K $260K
COST
Costco Wholesale Corp

Consumer Defensive
51
+ 14.57%
$915.95 - $994.57 $46.7K - $50.7K
401 $371K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
239
+ 3.85%
$48.5 - $50.19 $11.6K - $12K
6.45K $322K
PG
Procter & Gamble CO

Consumer Defensive
235
+ 6.05%
$150.47 - $161.22 $35.4K - $37.9K
4.12K $632K
Activity Summary
Buys All Purchases 68 New Holdings 13 Increased Positions 55 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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