First National Advisers, LLC Purchases in Q1 2025

First National Advisers, LLC

  • $612 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
78.4K
+ 7.22%
$28.88 - $32.4 $2.27M - $2.54M
1.17M $36.4M
KO
Coca Cola CO

Consumer Defensive
61.3K
+ 982.61%
$60.81 - $72.32 $3.73M - $4.43M
67.5K $4.83M
GLW
Corning Inc

Technology
55.1K
New
$44.91 - $54.25 $2.47M - $2.99M
55.1K $2.52M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
13.1K
New
$166.63 - $185.86 $2.18M - $2.43M
13.1K $2.18M
AMGN
Amgen Inc

Healthcare
2.26K
+ 12.31%
$258.59 - $327.36 $583K - $739K
20.6K $6.41M
CHD
Church & Dwight CO Inc

Consumer Defensive
12.5K
+ 41.01%
$101.42 - $113.2 $1.27M - $1.42M
43K $4.73M
IR
Ingersoll Rand Inc.

Industrials
20.7K
+ 127.31%
$79.44 - $94.23 $1.65M - $1.95M
37K $2.96M
UFPT
Ufp Technologies Inc

Healthcare
7.43K
+ 317.93%
$198.85 - $285.04 $1.48M - $2.12M
9.77K $1.97M
TMUS
T Mobile Us, Inc.

Communication Services
3.65K
+ 56.96%
$211.3 - $272.83 $771K - $996K
10.1K $2.68M
AVGO
Broadcom Inc.

Technology
7.6K
+ 370.78%
$167.43 - $244.7 $1.27M - $1.86M
9.65K $1.62M
BRO
Brown & Brown, Inc.

Financial Services
2.72K
+ 8.35%
$100.54 - $124.4 $273K - $338K
35.3K $4.39M
ATO
Atmos Energy Corp

Utilities
5.19K
+ 33.77%
$136.51 - $154.58 $709K - $803K
20.6K $3.18M
ICLR
Icon PLC

Healthcare
5.6K
New
$174.99 - $222.58 $980K - $1.25M
5.6K $979K
JEPI
J P Morgan Exchange Traded Fd

ETFs
17.6K
+ 8.73%
$56.17 - $59.71 $987K - $1.05M
219K $12.5M
IDA
Idacorp Inc

Utilities
7.91K
New
$105.58 - $119.04 $835K - $941K
7.91K $918K
BR
Broadridge Financial Solutions, Inc.

Technology
2.83K
+ 21.5%
$221.46 - $244.83 $628K - $694K
16K $3.88M
MKL
Markel Corp

Financial Services
384
+ 30.52%
$1660.14 - $2059.83 $637K - $791K
1.64K $3.07M
BURL
Burlington Stores, Inc.

Consumer Cyclical
3.55K
New
$228.41 - $293.71 $810K - $1.04M
3.55K $845K
TSCO
Tractor Supply CO

Consumer Cyclical
14.1K
+ 230.57%
$51.66 - $57.94 $728K - $816K
20.2K $1.11M
CB
Chubb LTD

Financial Services
1.47K
+ 11.54%
$257.71 - $301.99 $378K - $443K
14.2K $4.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
51
+ 0.55%
$442.66 - $534.52 $22.6K - $27.3K
9.31K $4.96M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
6.53K
New
$96.27 - $116.36 $629K - $760K
6.53K $759K
SF
Stifel Financial Corp

Financial Services
7.83K
New
$91.62 - $117.6 $717K - $921K
7.83K $738K
UTHR
United Therapeutics Corp

Healthcare
3.07K
+ 65.2%
$304.42 - $380.78 $935K - $1.17M
7.79K $2.4M
FELE
Franklin Electric CO Inc

Industrials
7.77K
New
$93.38 - $106.03 $726K - $824K
7.77K $729K
NEE
Nextera Energy Inc

Utilities
11K
+ 13.07%
$66.96 - $76.16 $739K - $841K
95.5K $6.77M
CASY
Caseys General Stores Inc

Consumer Cyclical
1.54K
New
$378.71 - $442.54 $584K - $682K
1.54K $668K
SUI
Sun Communities Inc

Real Estate
4.65K
+ 39.76%
$120.53 - $136.43 $560K - $634K
16.3K $2.1M
EXLS
Exl Service Holdings, Inc.

Technology
14K
New
$44.13 - $51.8 $620K - $728K
14K $663K
PTC
Ptc Inc.

Technology
5.54K
+ 65.85%
$153.3 - $193.48 $849K - $1.07M
14K $2.16M
PKI
Perkinelmer Inc

Healthcare
4.99K
+ 48.71%
N/A
15.2K $1.84M
CVX
Chevron Corp

Energy
121
+ 0.47%
$146.71 - $167.97 $17.8K - $20.3K
26K $4.34M
ADC
Agree Realty Corp

Real Estate
7.49K
New
$68.36 - $77.19 $512K - $578K
7.49K $578K
CACI
Caci International Inc

Technology
1.35K
New
N/A
1.35K $577K
SSB
South State Corp

Financial Services
6.08K
New
$89.4 - $108.33 $543K - $658K
6.08K $564K
DORM
Dorman Products, Inc.

Consumer Cyclical
4.59K
New
$120.54 - $134.79 $554K - $619K
4.59K $553K
SIGI
Selective Insurance Group Inc

Financial Services
5.92K
New
$78.49 - $95.48 $464K - $565K
5.92K $541K
PR
Permian Resources Corporation

Energy
38.7K
New
$12.33 - $16.0 $477K - $619K
38.7K $536K
CSL
Carlisle Companies Inc

Industrials
1.51K
New
$326.43 - $408.24 $494K - $618K
1.51K $515K
LAMR
Lamar Advertising CO

Real Estate
4.41K
New
$110.65 - $132.9 $488K - $586K
4.41K $501K
LFUS
Littelfuse Inc

Technology
3.92K
+ 55.51%
$196.74 - $255.16 $770K - $999K
11K $2.16M
TTEK
Tetra Tech Inc

Industrials
16.8K
New
$28.26 - $42.58 $474K - $714K
16.8K $490K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
5.42K
+ 25.8%
$119.87 - $145.05 $650K - $786K
26.4K $3.31M
AMT
American Tower Corp

Real Estate
212
+ 1.69%
$173.46 - $217.6 $36.8K - $46.1K
12.8K $2.78M
RPM
Rpm International Inc

Basic Materials
4.7K
+ 48.68%
$114.03 - $128.31 $535K - $602K
14.3K $1.66M
MC
Moelis & CO

Financial Services
7.83K
New
$57.91 - $81.2 $453K - $635K
7.83K $456K
ENOV
Enovis Corp

Industrials
11.9K
New
$35.51 - $47.99 $422K - $571K
11.9K $454K
NPO
Enpro Industries, Inc

Industrials
2.72K
New
$161.21 - $207.46 $438K - $564K
2.72K $439K
ITGR
Integer Holdings Corp

Healthcare
3.69K
New
$115.16 - $144.36 $425K - $533K
3.69K $435K
Activity Summary
Buys All Purchases 128 New Holdings 50 Increased Positions 78 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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