First National Advisers, LLC Reduced Holdings in Q2 2025

First National Advisers, LLC

  • $667 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-307
- 0.18%
$172.42 - $223.89 $52.9K - $68.7K
167K $34.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-4.66K
- 59.04%
$390.26 - $489.06 $1.82M - $2.28M
3.24K $1.31M
CMCSA
Comcast Corp

Communication Services
-50.8K
- 67.17%
$32.84 - $36.72 $1.67M - $1.87M
24.8K $886K
MDT
Medtronic PLC

Healthcare
-15.9K
- 55.68%
$80.68 - $88.86 $1.28M - $1.41M
12.7K $1.1M
CDW
Cdw Corp

Technology
-8.7K
- 44.38%
$144.49 - $190.68 $1.26M - $1.66M
10.9K $1.95M
UNH
Unitedhealth Group Inc

Healthcare
-449
- 10.39%
$274.35 - $599.47 $123K - $269K
3.87K $1.21M
MKSI
Mks Instruments Inc

Technology
-10.8K
- 78.84%
$58.78 - $100.27 $633K - $1.08M
2.89K $287K
MRK
Merck & Co., Inc.

Healthcare
-7.39K
- 54.32%
$73.47 - $87.12 $543K - $644K
6.21K $491K
BRO
Brown & Brown, Inc.

Financial Services
-21
- 0.06%
$104.48 - $124.43 $2.19K - $2.61K
35.2K $3.91M
PAYX
Paychex Inc

Industrials
-1.28K
- 14.6%
$137.01 - $159.78 $175K - $204K
7.46K $1.08M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.25K
- 1.49%
$51.14 - $57.0 $166K - $185K
216K $12.3M
POOL
Pool Corp

Industrials
-17
- 0.24%
$285.0 - $325.66 $4.85K - $5.54K
7.07K $2.06M
SCHW
Schwab Charles Corp

Financial Services
-2.99K
- 28.72%
$69.06 - $91.24 $206K - $273K
7.41K $676K
UNP
Union Pacific Corp

Industrials
-205
- 3.69%
$208.27 - $238.46 $42.7K - $48.9K
5.35K $1.23M
TGT
Target Corp

Consumer Defensive
-155
- 1.53%
$88.76 - $105.77 $13.8K - $16.4K
9.95K $981K
ENS
Ener Sys

Industrials
-418
- 9.19%
$78.52 - $100.4 $32.8K - $42K
4.13K $354K
PSX
Phillips 66

Energy
-74
- 0.64%
$92.87 - $125.73 $6.87K - $9.3K
11.4K $1.36M
AMN
Amn Healthcare Services Inc

Healthcare
-134
- 0.95%
$17.79 - $23.8 $2.38K - $3.19K
13.9K $288K
LNT
Alliant Energy Corp

Utilities
-300
- 4.93%
$58.79 - $64.85 $17.6K - $19.5K
5.79K $349K
PKI
Perkinelmer Inc

Healthcare
-327
- 2.15%
N/A
14.9K $1.8M
UMBF
Umb Financial Corp

Financial Services
-105
- 2.86%
$86.4 - $107.99 $9.07K - $11.3K
3.57K $375K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-173
- 13.12%
$416.06 - $551.64 $72K - $95.4K
1.15K $632K
TKR
Timken CO

Industrials
-103
- 0.28%
$57.34 - $74.03 $5.91K - $7.63K
37K $2.68M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-20
- 0.36%
$90.56 - $109.49 $1.81K - $2.19K
5.51K $602K
ABT
Abbott Laboratories

Healthcare
-1.26K
- 1.92%
$123.95 - $138.08 $157K - $174K
64.4K $8.75M
CSX
Csx Corp

Industrials
-3.58K
- 4.92%
$26.69 - $32.91 $95.5K - $118K
69.2K $2.26M
EQH
Equitable Holdings, Inc.

Financial Services
-476
- 0.9%
$43.98 - $56.1 $20.9K - $26.7K
52.5K $2.95M
STT
State Street Corp

Financial Services
-85
- 0.55%
$75.33 - $106.34 $6.4K - $9.04K
15.3K $1.63M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-12
- 0.21%
$456.74 - $568.03 $5.48K - $6.82K
5.67K $3.22M
CTAS
Cintas Corp

Industrials
-19
- 0.1%
$190.11 - $227.66 $3.61K - $4.33K
19.4K $4.33M
SYF
Synchrony Financial

Financial Services
-1.27K
- 3.64%
$43.81 - $66.74 $55.5K - $84.6K
33.6K $2.24M
WFC
Wells Fargo & Company

Financial Services
-250
- 0.39%
$60.98 - $80.12 $15.2K - $20K
63.3K $5.07M
RTX
Raytheon Technologies Corp

Industrials
-296
- 0.69%
$113.75 - $148.48 $33.7K - $44K
42.7K $6.23M
APH
Amphenol Corp

Technology
-14.1K
- 20.74%
$59.09 - $98.75 $832K - $1.39M
53.8K $5.32M
PCT
Pure Cycle Technologies, Inc.

Industrials
-60.5K
- 22.21%
$5.57 - $14.12 $337K - $854K
212K $2.9M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-99
- 0.81%
$177.93 - $313.14 $17.6K - $31K
12.1K $3.79M
GOOG
Alphabet Inc.

Communication Services
-3.42K
- 3.67%
$146.58 - $180.01 $501K - $616K
89.7K $15.9M
MTZ
Mastec Inc

Industrials
-77
- 0.29%
$106.07 - $171.99 $8.17K - $13.2K
26.8K $4.57M
MSFT
Microsoft Corp

Technology
-638
- 0.76%
$354.56 - $497.45 $226K - $317K
83.8K $41.7M
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
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