First National Advisers, LLC Portfolio Holdings
First National Advisers, LLC
- $667 Million
- Q2 2025
First National Advisers, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $667 Million distributed in 221 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $41.7M, Dimensional ETF Tr with a value of $41.6M, Nvidia Corp with a value of $35.1M, Apple Inc. with a value of $34.2M, and Amazon Com Inc with a value of $19.8M.
Examining the 13F form we can see an increase of $54.4M in the current position value, from $612M to 667M.
First National Advisers, LLC is based out at Omaha, NE
Below you can find more details about First National Advisers, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$667 Million
Technology: $176 Million
Financial Services: $97.7 Million
ETFs: $75 Million
Industrials: $58.9 Million
Consumer Cyclical: $56.4 Million
Healthcare: $55 Million
Communication Services: $50.4 Million
Consumer Defensive: $37.9 Million
Other: $58.9 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 221
- Current Value $667 Million
- Prior Value $612 Million
- Filing
- Period Q2 2025
- Filing Date August 13, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 14 stocks
- Additional Purchases 153 stocks
- Sold out of 0 stocks
- Reduced holdings in 40 stocks