First National Trust CO Incresed Positions in Q1 2025

First National Trust CO

  • $2.44 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
103K
+ 12.07%
$69.57 - $78.65 $7.15M - $8.09M
955K $72.2M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
119K
+ 3398.89%
$100.59 - $103.47 $12M - $12.3M
122K $12.7M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
319K
+ 65.67%
$34.58 - $38.65 $11M - $12.3M
806K $28.3M
QCOM
Qualcomm Inc

Technology
27.5K
+ 129.36%
$151.94 - $175.86 $4.17M - $4.83M
48.7K $7.48M
MCD
Mcdonalds Corp

Consumer Cyclical
8.93K
+ 14.21%
$279.74 - $321.29 $2.5M - $2.87M
71.8K $22.4M
MO
Altria Group, Inc.

Consumer Defensive
33.5K
+ 24.11%
$50.81 - $60.02 $1.7M - $2.01M
172K $10.3M
PM
Philip Morris International Inc.

Consumer Defensive
1.14K
+ 1.76%
$117.15 - $158.79 $133K - $181K
65.7K $10.4M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
104K
+ 53.75%
$22.61 - $23.14 $2.34M - $2.4M
296K $6.85M
AMT
American Tower Corp

Real Estate
8.89K
+ 141.58%
$173.46 - $217.6 $1.54M - $1.93M
15.2K $3.3M
PGR
Progressive Corp

Financial Services
4.19K
+ 21.0%
$235.61 - $291.22 $987K - $1.22M
24.1K $6.83M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
63.7K
+ 31.37%
$24.79 - $25.26 $1.58M - $1.61M
267K $6.74M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
67.6K
+ 28.19%
N/A
307K $7.3M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
4.47K
+ 126.13%
$272.79 - $355.88 $1.22M - $1.59M
8.01K $2.65M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
26K
+ 10.01%
$44.68 - $46.49 $1.16M - $1.21M
286K $13.2M
UNP
Union Pacific Corp

Industrials
4.75K
+ 13.99%
$225.21 - $254.42 $1.07M - $1.21M
38.7K $9.14M
VCIT
Vanguard Intermediate Term Cor

ETFs
13.2K
+ 6.99%
$79.17 - $82.04 $1.05M - $1.08M
202K $16.5M
IBDV
Ishares Tr

Technology
48.7K
+ 50.06%
$21.11 - $21.73 $1.03M - $1.06M
146K $3.17M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
42.7K
+ 19.49%
$23.9 - $24.18 $1.02M - $1.03M
262K $6.34M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
47.4K
+ 36.65%
$20.1 - $20.8 $954K - $987K
177K $3.67M
SCHR
Schwab Intermediate Term Us Tr

ETFs
17K
+ 1.63%
$24.05 - $24.86 $409K - $422K
1.06M $26.4M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
38.9K
+ 11.85%
$25.05 - $25.16 $975K - $979K
368K $9.24M
BXSL
Blackstone Secured Lending Fund

Financial Services
29.5K
+ 22.69%
$31.3 - $34.5 $924K - $1.02M
160K $5.16M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.2K
+ 36.91%
$169.43 - $182.84 $881K - $951K
19.3K $3.34M
ORCC
Owl Rock Capital Corp

Financial Services
65.1K
+ 44.86%
N/A
210K $2.81M
VGLT
Vanguard Long Term Treasury Et

ETFs
10.8K
+ 9.75%
$53.99 - $58.43 $580K - $628K
121K $6.97M
AVEM
American Centy ETF Tr Avantis

ETFs
12.5K
+ 55.93%
$57.11 - $62.4 $714K - $780K
34.8K $2.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.41K
+ 2.92%
$77.7 - $78.94 $498K - $506K
226K $17.8M
GD
General Dynamics Corp

Industrials
1.56K
+ 7.03%
$241.94 - $272.58 $378K - $426K
23.8K $6.49M
COP
Conocophillips

Energy
2.79K
+ 5.11%
$88.6 - $105.85 $248K - $296K
57.4K $6.03M
OWL
Blue Owl Capital Inc.

Financial Services
51.7K
+ 32.98%
$18.49 - $26.68 $955K - $1.38M
208K $4.17M
FANG
Diamondback Energy, Inc.

Energy
3.45K
+ 26.1%
$139.9 - $180.18 $483K - $621K
16.7K $2.66M
SJNK
Spdr Bloomberg Short Term High

ETFs
17.2K
+ 14.07%
$25.08 - $25.64 $432K - $442K
140K $3.51M
VEA
Vanguard Ftse Developed Market

ETFs
4.07K
+ 6.96%
$47.4 - $52.99 $193K - $215K
62.5K $3.18M
SYK
Stryker Corp

Healthcare
374
+ 2.06%
$355.18 - $399.9 $133K - $150K
18.6K $6.91M
NFLX
Netflix Inc

Communication Services
288
+ 22.89%
$828.4 - $1058.6 $239K - $305K
1.55K $1.44M
DOW
Dow Inc.

Basic Materials
12.4K
+ 42.01%
$34.36 - $41.92 $426K - $519K
41.9K $1.46M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.13K
+ 5.97%
$507.05 - $563.67 $1.08M - $1.2M
37.8K $19.4M
TJX
Tjx Companies Inc

Consumer Cyclical
948
+ 1.13%
$112.81 - $126.16 $107K - $120K
85K $10.4M
SPGI
S&P Global Inc.

Financial Services
106
+ 0.75%
$478.26 - $543.77 $50.7K - $57.6K
14.2K $7.22M
VTI
Vanguard Total Stock Market Et

ETFs
1.08K
+ 15.8%
$271.18 - $303.12 $292K - $326K
7.88K $2.17M
ISRG
Intuitive Surgical Inc

Healthcare
1.01K
+ 7.26%
$476.63 - $610.45 $481K - $617K
14.9K $7.39M
MKC
Mccormick & CO Inc

Consumer Defensive
571
+ 4.79%
$71.24 - $84.73 $40.7K - $48.4K
12.5K $1.03M
SCCO
Southern Copper Corp

Basic Materials
275
+ 0.72%
$85.92 - $101.48 $23.6K - $27.9K
38.2K $3.57M
SUB
Ishares Short Term National Mu

ETFs
1.06K
+ 9.28%
$105.3 - $106.24 $112K - $113K
12.5K $1.32M
DGRO
Ishares Core Dividend Growth E

ETFs
1.2K
+ 7.73%
$60.46 - $64.42 $72.8K - $77.6K
16.8K $1.04M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
3.04K
+ 30.06%
$24.21 - $25.09 $73.6K - $76.3K
13.2K $328K
XLF
Financial Sector Spdr

ETFs
761
+ 4.85%
$47.32 - $52.19 $36K - $39.7K
16.4K $818K
GLDM
World Gold Trust

ETFs
89
+ 2.13%
$52.19 - $61.89 $4.64K - $5.51K
4.28K $264K
OXY
Occidental Petroleum Corp

Energy
935
+ 18.56%
$45.45 - $52.7 $42.5K - $49.3K
5.97K $294K
Activity Summary
Buys All Purchases 94 New Holdings 13 Increased Positions 81 Sells All Sells 215 Reductions 215 Sold out 0 Options Calls 0 Puts 0
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