First National Advisers, LLC Incresed Positions 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
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
VZ
Verizon Communications Inc

Communication Services
15.4K
+ 19.84%
$37.81 - $46.49 $583K - $717K
93.2K $4.23M
BRO
Brown & Brown, Inc.

Financial Services
2.72K
+ 8.35%
$100.54 - $124.4 $273K - $338K
35.3K $4.39M
JEPI
J P Morgan Exchange Traded Fd

ETFs
17.6K
+ 8.73%
$56.17 - $59.71 $987K - $1.05M
219K $12.5M
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
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
UTHR
United Therapeutics Corp

Healthcare
3.07K
+ 65.2%
$304.42 - $380.78 $935K - $1.17M
7.79K $2.4M
NEE
Nextera Energy Inc

Utilities
11K
+ 13.07%
$66.96 - $76.16 $739K - $841K
95.5K $6.77M
SUI
Sun Communities Inc

Real Estate
4.65K
+ 39.76%
$120.53 - $136.43 $560K - $634K
16.3K $2.1M
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
LFUS
Littelfuse Inc

Technology
3.92K
+ 55.51%
$196.74 - $255.16 $770K - $999K
11K $2.16M
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
JLL
Jones Lang Lasalle Inc

Real Estate
1.83K
+ 35.46%
$238.0 - $284.76 $436K - $522K
7K $1.74M
SO
Southern CO

Utilities
682
+ 1.83%
$80.96 - $92.96 $55.2K - $63.4K
37.9K $3.48M
COP
Conocophillips

Energy
2.74K
+ 12.43%
$88.6 - $105.85 $242K - $290K
24.8K $2.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
740
+ 136.28%
$551.42 - $612.93 $408K - $454K
1.28K $717K
EOG
Eog Resources Inc

Energy
1.41K
+ 3.69%
$120.54 - $138.05 $170K - $195K
39.6K $5.08M
TRV
Travelers Companies, Inc.

Financial Services
769
+ 9.74%
$232.43 - $265.13 $179K - $204K
8.66K $2.29M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.41K
+ 4.11%
$56.12 - $68.15 $79.4K - $96.4K
35.9K $2.43M
CDW
Cdw Corp

Technology
3.28K
+ 20.1%
$160.26 - $206.13 $525K - $676K
19.6K $3.14M
MDT
Medtronic PLC

Healthcare
162
+ 0.57%
$79.84 - $94.5 $12.9K - $15.3K
28.6K $2.57M
RHI
Robert Half International Inc.

Industrials
13.5K
+ 46.81%
$51.96 - $71.3 $700K - $960K
42.2K $2.3M
PAYX
Paychex Inc

Industrials
1.02K
+ 13.17%
$136.06 - $154.52 $138K - $157K
8.73K $1.35M
FR
First Industrial Realty Trust Inc

Real Estate
986
+ 1.96%
$48.46 - $57.99 $47.8K - $57.2K
51.2K $2.76M
ROP
Roper Technologies Inc

Industrials
85
+ 3.17%
$502.71 - $593.81 $42.7K - $50.5K
2.77K $1.63M
ICE
Intercontinental Exchange, Inc.

Financial Services
15
+ 0.15%
$142.8 - $176.36 $2.14K - $2.65K
9.98K $1.72M
PG
Procter & Gamble CO

Consumer Defensive
1.13K
+ 7.94%
$158.56 - $176.26 $180K - $200K
15.4K $2.62M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
695
+ 13.94%
$507.05 - $563.67 $352K - $392K
5.68K $2.92M
HUM
Humana Inc

Healthcare
749
+ 27.59%
$249.11 - $303.11 $187K - $227K
3.46K $916K
BAX
Baxter International Inc

Healthcare
3.38K
+ 17.11%
$29.26 - $36.57 $99K - $124K
23.2K $792K
MKSI
Mks Instruments Inc

Technology
5.24K
+ 62.1%
$78.89 - $122.69 $413K - $643K
13.7K $1.1M
TSLA
Tesla, Inc.

Consumer Cyclical
4.59K
+ 64.37%
$222.15 - $428.22 $1.02M - $1.97M
11.7K $3.04M
FAF
First American Financial Corp

Financial Services
150
+ 0.33%
$57.7 - $66.47 $8.66K - $9.97K
45.3K $2.97M
PAYC
Paycom Software, Inc.

Technology
121
+ 1.56%
$199.42 - $225.82 $24.1K - $27.3K
7.89K $1.72M
XEL
Xcel Energy Inc

Utilities
183
+ 0.54%
$63.37 - $72.1 $11.6K - $13.2K
33.9K $2.4M
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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