First National Advisers, LLC Purchases in Q2 2025

First National Advisers, LLC

  • $667 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SMMD
Ishares Tr Russell 2500 ETF

ETFs
3.04K
New
$54.81 - $67.78 $167K - $206K
3.04K $206K
IEMG
Ishares Inc

ETFs
3.82K
New
N/A
3.82K $204K
VUG
Vanguard Growth ETF

ETFs
223
+ 14.33%
$329.49 - $438.4 $73.5K - $97.8K
1.78K $779K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.8K
New
$57.14 - $72.68 $160K - $204K
2.8K $203K
AMAT
Applied Materials Inc

Technology
1.11K
New
$126.95 - $183.52 $141K - $204K
1.11K $203K
EQT
Eqt Corp

Energy
3.45K
New
$46.11 - $60.44 $159K - $208K
3.45K $201K
ECL
Ecolab Inc.

Basic Materials
309
+ 4.2%
$225.65 - $270.95 $69.7K - $83.7K
7.66K $2.06M
ICE
Intercontinental Exchange, Inc.

Financial Services
476
+ 4.77%
$151.62 - $183.47 $72.2K - $87.3K
10.5K $1.92M
IR
Ingersoll Rand Inc.

Industrials
941
+ 2.54%
$66.75 - $84.94 $62.8K - $79.9K
37.9K $3.16M
AME
Ametek Inc

Industrials
15
+ 0.07%
$151.41 - $182.75 $2.27K - $2.74K
21.3K $3.86M
CASY
Caseys General Stores Inc

Consumer Cyclical
97
+ 6.29%
$415.82 - $510.91 $40.3K - $49.6K
1.64K $835K
NDAQ
Nasdaq, Inc.

Financial Services
308
+ 3.03%
$66.4 - $89.42 $20.5K - $27.5K
10.5K $936K
CME
Cme Group Inc.

Financial Services
14
+ 0.1%
$252.37 - $290.71 $3.53K - $4.07K
14.7K $4.05M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
408
+ 6.25%
$103.49 - $133.44 $42.2K - $54.4K
6.94K $914K
DIOD
Diodes Inc

Technology
1.88K
+ 34.36%
$34.26 - $52.89 $64.4K - $99.4K
7.35K $388K
TTEK
Tetra Tech Inc

Industrials
1.05K
+ 6.27%
$28.01 - $36.25 $29.5K - $38.1K
17.8K $640K
BR
Broadridge Financial Solutions, Inc.

Technology
553
+ 3.45%
$217.22 - $246.25 $120K - $136K
16.6K $4.03M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
343
+ 1.3%
$105.8 - $131.55 $36.3K - $45.1K
26.8K $3.44M
POWI
Power Integrations Inc

Technology
1.54K
+ 20.15%
$42.13 - $59.01 $64.8K - $90.8K
9.18K $512K
SF
Stifel Financial Corp

Financial Services
488
+ 6.23%
$76.49 - $103.78 $37.3K - $50.6K
8.32K $863K
AUB
Atlantic Union Bankshares Corp

Financial Services
3.73K
+ 33.93%
$23.85 - $32.24 $89K - $120K
14.7K $460K
AMBA
Ambarella Inc

Technology
345
+ 6.28%
$40.3 - $69.3 $13.9K - $23.9K
5.84K $385K
KEYS
Keysight Technologies, Inc.

Technology
39
+ 0.59%
$127.02 - $165.4 $4.95K - $6.45K
6.64K $1.09M
ZTS
Zoetis Inc.

Healthcare
2.21K
+ 7.8%
$144.41 - $170.3 $319K - $377K
30.6K $4.77M
USB
Us Bancorp \De\

Financial Services
5
+ 0.02%
$36.4 - $45.76 $182 - $229
31.5K $1.42M
VTV
Vanguard Value ETF

ETFs
442
+ 13.39%
$153.67 - $176.74 $67.9K - $78.1K
3.74K $661K
AMT
American Tower Corp

Real Estate
216
+ 1.69%
$203.96 - $228.19 $44.1K - $49.3K
13K $2.87M
CSL
Carlisle Companies Inc

Industrials
96
+ 6.34%
$317.1 - $408.5 $30.4K - $39.2K
1.61K $601K
JLL
Jones Lang Lasalle Inc

Real Estate
113
+ 1.61%
$204.57 - $256.96 $23.1K - $29K
7.11K $1.82M
ADBE
Adobe Inc.

Technology
107
+ 0.93%
$340.0 - $420.68 $36.4K - $45K
11.6K $4.47M
QLYS
Qualys, Inc.

Technology
183
+ 6.25%
$115.21 - $142.87 $21.1K - $26.1K
3.11K $444K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5
+ 0.03%
$51.16 - $62.02 $256 - $310
19.6K $1.22M
ATO
Atmos Energy Corp

Utilities
529
+ 2.57%
$145.06 - $162.66 $76.7K - $86K
21.1K $3.25M
LANC
Lancaster Colony Corp

Consumer Defensive
437
+ 21.6%
$159.67 - $192.9 $69.8K - $84.3K
2.46K $425K
LMT
Lockheed Martin Corp

Industrials
70
+ 3.33%
$430.82 - $486.45 $30.2K - $34.1K
2.17K $1.01M
IBM
International Business Machines Corp

Technology
71
+ 7.9%
$221.03 - $294.78 $15.7K - $20.9K
970 $285K
MC
Moelis & CO

Financial Services
491
+ 6.27%
$48.86 - $62.99 $24K - $30.9K
8.32K $518K
VGT
Vanguard Information Technolog

ETFs
16
+ 3.82%
$470.37 - $663.28 $7.53K - $10.6K
435 $288K
LECO
Lincoln Electric Holdings Inc

Industrials
116
+ 6.22%
$167.18 - $211.38 $19.4K - $24.5K
1.98K $410K
TRV
Travelers Companies, Inc.

Financial Services
90
+ 1.04%
$233.83 - $276.34 $21K - $24.9K
8.75K $2.34M
ITGR
Integer Holdings Corp

Healthcare
232
+ 6.29%
$106.73 - $126.93 $24.8K - $29.4K
3.92K $482K
HD
Home Depot, Inc.

Consumer Cyclical
114
+ 0.9%
$335.24 - $380.78 $38.2K - $43.4K
12.8K $4.68M
BLD
Top Build Corp

Industrials
65
+ 6.36%
$275.93 - $326.59 $17.9K - $21.2K
1.09K $351K
BLKB
Blackbaud Inc

Technology
380
+ 6.27%
$59.04 - $64.55 $22.4K - $24.5K
6.44K $413K
SO
Southern CO

Utilities
452
+ 1.19%
$84.91 - $92.56 $38.4K - $41.8K
38.3K $3.52M
VO
Vanguard Mid Cap ETF

ETFs
62
+ 6.75%
$228.54 - $279.83 $14.2K - $17.3K
980 $274K
CACI
Caci International Inc

Technology
84
+ 6.23%
N/A
1.43K $612K
IDA
Idacorp Inc

Utilities
343
+ 4.34%
$111.01 - $119.72 $38.1K - $41.1K
8.25K $952K
ONTO
Onto Innovation Inc.

Technology
891
+ 32.14%
$88.5 - $133.37 $78.9K - $119K
3.66K $369K
Activity Summary
Buys All Purchases 167 New Holdings 14 Increased Positions 153 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track First National Advisers, LLC Portfolio

Follow First National Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First National Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on First National Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email