First Citizens Financial Corp Incresed Positions in Q1 2025

First Citizens Financial Corp

  • $175 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
352
+ 3.38%
$442.66 - $534.52 $156K - $188K
10.8K $5.65M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.64K
+ 126.42%
$91.45 - $91.75 $790K - $793K
15.5K $1.42M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.19K
+ 55.24%
$92.45 - $106.69 $479K - $553K
14.6K $1.35M
XLK
Technology Sector Spdr

ETFs
1.43K
+ 66.4%
$206.38 - $242.18 $295K - $347K
3.59K $740K
XLC
Select Sector Spdr Tr Communic

ETFs
1.82K
+ 53.42%
$94.84 - $105.31 $173K - $192K
5.23K $500K
XLF
Financial Sector Spdr

ETFs
3.29K
+ 63.05%
$47.32 - $52.19 $155K - $171K
8.5K $418K
EFV
Msci Eafe Value ETF

ETFs
738
+ 5.59%
$51.88 - $60.73 $38.3K - $44.8K
13.9K $828K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
5.97K
+ 40.86%
$20.83 - $21.52 $124K - $128K
20.6K $441K
IDU
Ishares Tr U S Utils ETF

ETFs
330
+ 1.62%
$95.33 - $102.77 $31.5K - $33.9K
20.7K $2.08M
META
Meta Platforms, Inc.

Communication Services
217
+ 28.33%
$576.36 - $736.67 $125K - $160K
983 $566K
PHYL
Pgim ETF Tr

ETFs
2.52K
+ 6.88%
$34.67 - $35.44 $87.2K - $89.1K
39.1K $1.36M
DVY
Ishares Tr

ETFs
531
+ 5.87%
$128.58 - $138.1 $68.3K - $73.3K
9.57K $1.27M
XLE
Energy Sector Spdr

ETFs
688
+ 22.32%
$85.7 - $93.96 $59K - $64.6K
3.77K $348K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.96K
+ 11.32%
$48.06 - $53.73 $142K - $159K
29.1K $1.41M
XLV
Select Sector Spdr Fund Health

ETFs
394
+ 26.39%
$137.61 - $149.68 $54.2K - $59K
1.89K $272K
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.36%
$279.74 - $321.29 $2.8K - $3.21K
2.8K $875K
JPIB
Jpmorgan International Bond Op

ETFs
975
+ 3.72%
$46.97 - $48.35 $45.8K - $47.1K
27.2K $1.3M
AMZN
Amazon Com Inc

Consumer Cyclical
631
+ 30.39%
$190.26 - $242.06 $120K - $153K
2.71K $515K
VLUE
Ishares Msci Usa Value Factor

ETFs
429
+ 12.95%
$104.89 - $113.56 $45K - $48.7K
3.74K $395K
UNH
Unitedhealth Group Inc

Healthcare
49
+ 8.97%
$461.52 - $548.18 $22.6K - $26.9K
595 $311K
XLI
Industrial Sector Spdr

ETFs
279
+ 18.34%
$128.78 - $141.67 $35.9K - $39.5K
1.8K $234K
BND
Vanguard Bd Index Fd Inc Total

ETFs
45
+ 0.22%
$71.17 - $73.66 $3.2K - $3.31K
20.3K $1.49M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
611
+ 11.82%
$49.25 - $50.66 $30.1K - $31K
5.78K $286K
JCPB
J P Morgan Exchange Traded Fd

ETFs
76
+ 0.31%
$45.56 - $47.23 $3.46K - $3.59K
24.9K $1.17M
PG
Procter & Gamble CO

Consumer Defensive
64
+ 1.78%
$158.56 - $176.26 $10.1K - $11.3K
3.66K $624K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
214
+ 0.41%
$18.55 - $18.81 $3.97K - $4.03K
52.8K $989K
OEF
Ishares S&P 100 ETF

ETFs
30
+ 1.19%
N/A
2.56K $680K
HON
Honeywell International Inc

Industrials
143
+ 7.24%
$202.75 - $226.52 $29K - $32.4K
2.12K $448K
TT
Trane Technologies PLC

Industrials
43
+ 6.55%
$332.0 - $400.86 $14.3K - $17.2K
699 $235K
IVV
Ishares Core S&P 500 ETF

ETFs
9
+ 2.14%
$554.06 - $615.85 $4.99K - $5.54K
430 $239K
GOOG
Alphabet Inc.

Communication Services
210
+ 17.1%
$156.06 - $207.71 $32.8K - $43.6K
1.44K $224K
MS
Morgan Stanley

Financial Services
25
+ 0.28%
$111.68 - $141.08 $2.79K - $3.53K
9.02K $1.05M
HD
Home Depot, Inc.

Consumer Cyclical
52
+ 0.98%
$347.25 - $424.87 $18.1K - $22.1K
5.37K $1.97M
QQQ
Invesco Qqq Trust, Series 1

ETFs
150
+ 3.52%
$468.34 - $539.52 $70.3K - $80.9K
4.42K $2.07M
NVDA
Nvidia Corp

Technology
482
+ 7.31%
$106.98 - $149.43 $51.6K - $72K
7.07K $766K
MSFT
Microsoft Corp

Technology
363
+ 4.95%
$375.39 - $447.2 $136K - $162K
7.7K $2.89M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
163
+ 0.35%
$117.4 - $131.02 $19.1K - $21.4K
47.4K $5.65M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
147
+ 0.45%
$121.0 - $142.28 $17.8K - $20.9K
32.7K $4.04M
IJK
Ishares S&P Midcap 400 Growth

ETFs
332
+ 0.48%
$81.62 - $96.63 $27.1K - $32.1K
68.8K $5.72M
AAPL
Apple Inc.

Technology
257
+ 1.08%
$209.68 - $247.1 $53.9K - $63.5K
24K $5.33M
Activity Summary
Buys All Purchases 46 New Holdings 5 Increased Positions 41 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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