Amg National Trust Bank
Latest statistics and disclosures from AMG National Trust Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, IWR, IWM, VOO, IXUS, and represent 30.85% of AMG National Trust Bank's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$11M), GNR (+$7.4M), IXUS, MRK, IEFA, IQV, PYPL, SCHP, VXUS, SLB.
- Started 20 new stock positions in DGRO, NTRS, FAST, IYH, COLB, MU, CDNS, ARCB, IQV, OLN. RHI, EXC, BHP, EXPI, SW, BIV, ENB, UHS, VT, CMI.
- Reduced shares in these 10 stocks: BALL, BMY, VTIP, TGT, SHV, SPY, NEM, IWM, STZ, WBD.
- Sold out of its positions in BDX, STZ, CPRT, ENVX, FDS, FLO, GIS, JBHT, JNPR, MOS. ON, PAYX, SPSB, SMPL, SWK.
- AMG National Trust Bank was a net buyer of stock by $21M.
- AMG National Trust Bank has $4.1B in assets under management (AUM), dropping by 7.86%.
- Central Index Key (CIK): 0001388829
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Portfolio Holdings for AMG National Trust Bank
AMG National Trust Bank holds 447 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 9.7 | $398M | 597k | 666.18 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 8.9 | $367M | 3.8M | 96.55 |
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| Ishares Tr Russell 2000 Etf (IWM) | 4.9 | $200M | 828k | 241.96 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.3 | $176M | +6% | 287k | 612.38 |
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| Ishares Tr Core Msci Total (IXUS) | 3.2 | $130M | +3% | 1.6M | 82.58 |
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| Lowe's Companies (LOW) | 2.7 | $109M | 435k | 251.31 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.6 | $106M | +2% | 1.4M | 74.37 |
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| Apple (AAPL) | 2.3 | $97M | 380k | 254.63 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.2 | $92M | 281k | 328.17 |
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| Ishares Tr Rus 1000 Etf (IWB) | 2.2 | $90M | 247k | 365.48 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.1 | $88M | 132k | 669.30 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.7 | $71M | +5% | 812k | 87.31 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.6 | $66M | 708k | 93.37 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.5 | $61M | 129k | 468.41 |
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| Ball Corporation (BALL) | 1.4 | $58M | -7% | 1.1M | 50.42 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.3 | $55M | +4% | 747k | 73.46 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $52M | 87k | 600.37 |
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| Ishares Tr Conv Bd Etf (ICVT) | 1.2 | $50M | 496k | 100.05 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.2 | $48M | 335k | 142.41 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 1.1 | $46M | -2% | 331k | 139.67 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 1.1 | $46M | -2% | 259k | 176.81 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 1.1 | $45M | 694k | 65.01 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.1 | $44M | +5% | 151k | 293.74 |
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| Ishares Tr Select Divid Etf (DVY) | 1.1 | $44M | +2% | 306k | 142.10 |
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| Microsoft Corporation (MSFT) | 0.9 | $37M | 71k | 517.95 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $36M | -2% | 102k | 355.47 |
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| Home Depot (HD) | 0.9 | $36M | 89k | 405.19 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $34M | +2% | 135k | 254.28 |
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| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.8 | $33M | +29% | 554k | 59.21 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.8 | $33M | +7% | 332k | 97.82 |
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| Amazon (AMZN) | 0.7 | $28M | 128k | 219.57 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.7 | $28M | +6% | 627k | 44.48 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $26M | +5% | 122k | 215.79 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $26M | -4% | 127k | 203.59 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $25M | 33.00 | 754200.00 |
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| Ishares Gold Tr Ishares New (IAU) | 0.6 | $23M | 312k | 72.77 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $21M | 66k | 315.43 |
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| Ishares Tr National Mun Etf (MUB) | 0.5 | $21M | 195k | 106.49 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.5 | $21M | 45k | 463.74 |
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| Ishares Tr Select Us Reit (ICF) | 0.5 | $20M | +4% | 330k | 61.62 |
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| NVIDIA Corporation (NVDA) | 0.5 | $20M | 108k | 186.58 |
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| Ishares Silver Tr Ishares (SLV) | 0.4 | $18M | -3% | 421k | 42.37 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $18M | -2% | 55k | 320.04 |
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| Select Sector Spdr Tr Technology (XLK) | 0.4 | $17M | +2% | 61k | 281.86 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $17M | -2% | 69k | 243.55 |
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| Graphic Packaging Holding Company (GPK) | 0.4 | $17M | 843k | 19.57 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $15M | -11% | 91k | 167.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $15M | -2% | 62k | 243.10 |
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| V.F. Corporation (VFC) | 0.4 | $15M | -7% | 1.0M | 14.43 |
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| Molson Coors Beverage CL B (TAP) | 0.3 | $14M | 315k | 45.25 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $14M | -22% | 272k | 50.63 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.3 | $14M | -2% | 176k | 77.65 |
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| Johnson & Johnson (JNJ) | 0.3 | $13M | 71k | 185.42 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $13M | 181k | 71.37 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $12M | -2% | 181k | 65.26 |
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| Oracle Corporation (ORCL) | 0.3 | $11M | -2% | 40k | 281.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $11M | -4% | 22k | 502.74 |
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| Chevron Corporation (CVX) | 0.3 | $11M | +19% | 71k | 155.29 |
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| Ishares Tr Short Treas Bd (SHV) | 0.3 | $11M | -22% | 100k | 110.49 |
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| Kontoor Brands (KTB) | 0.3 | $11M | 136k | 79.77 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $11M | +3% | 76k | 140.95 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $10M | +5% | 86k | 118.44 |
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| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.2 | $10M | -2% | 111k | 90.50 |
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| Meta Platforms Cl A (META) | 0.2 | $10M | 14k | 734.38 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $9.9M | 314k | 31.62 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $9.8M | +2% | 149k | 65.92 |
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| Hormel Foods Corporation (HRL) | 0.2 | $9.4M | -4% | 381k | 24.74 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $9.2M | 81k | 112.75 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $9.1M | 96k | 95.47 |
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| Citigroup Com New (C) | 0.2 | $9.0M | 89k | 101.50 |
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| Principal Financial (PFG) | 0.2 | $8.7M | 105k | 82.91 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $8.7M | -2% | 162k | 53.87 |
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| Coca-Cola Company (KO) | 0.2 | $8.6M | 130k | 66.32 |
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| American Express Company (AXP) | 0.2 | $8.4M | 25k | 332.13 |
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| CVS Caremark Corporation (CVS) | 0.2 | $8.4M | 111k | 75.39 |
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| Ishares Msci Eurzone Etf (EZU) | 0.2 | $8.3M | -3% | 134k | 61.94 |
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| Eli Lilly & Co. (LLY) | 0.2 | $8.2M | 11k | 763.00 |
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| TJX Companies (TJX) | 0.2 | $8.2M | 57k | 144.54 |
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| Ecolab (ECL) | 0.2 | $8.0M | 29k | 273.86 |
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| Procter & Gamble Company (PG) | 0.2 | $7.8M | 51k | 153.64 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $7.7M | 28k | 279.29 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.2 | $7.7M | -4% | 72k | 107.44 |
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| Verizon Communications (VZ) | 0.2 | $7.7M | +10% | 175k | 43.95 |
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| Gilead Sciences (GILD) | 0.2 | $7.3M | 66k | 111.00 |
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| Wal-Mart Stores (WMT) | 0.2 | $7.0M | 68k | 103.06 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $7.0M | +25% | 141k | 49.46 |
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| Newmont Mining Corporation (NEM) | 0.2 | $6.9M | -29% | 82k | 84.31 |
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| Msci (MSCI) | 0.2 | $6.7M | 12k | 567.41 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.2 | $6.6M | +3% | 42k | 155.87 |
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| Merck & Co (MRK) | 0.2 | $6.4M | +151% | 76k | 83.93 |
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| Broadcom (AVGO) | 0.2 | $6.3M | -8% | 19k | 329.91 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $6.2M | 65k | 96.46 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $6.2M | 197k | 31.42 |
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| Stryker Corporation (SYK) | 0.1 | $5.8M | 16k | 369.67 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $5.7M | 48k | 119.51 |
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| UnitedHealth (UNH) | 0.1 | $5.6M | +7% | 16k | 345.29 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $5.5M | 31k | 178.73 |
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| Abbvie (ABBV) | 0.1 | $5.3M | 23k | 231.54 |
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| Pepsi (PEP) | 0.1 | $5.1M | +13% | 37k | 140.44 |
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| Visa Com Cl A (V) | 0.1 | $5.1M | 15k | 341.38 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $5.1M | -2% | 107k | 47.52 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $5.0M | 8.4k | 596.03 |
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| Zimmer Holdings (ZBH) | 0.1 | $5.0M | +29% | 50k | 98.50 |
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| International Business Machines (IBM) | 0.1 | $4.9M | -2% | 18k | 282.17 |
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| Hyatt Hotels Corp Com Cl A (H) | 0.1 | $4.9M | 35k | 141.93 |
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| Us Bancorp Del Com New (USB) | 0.1 | $4.9M | 101k | 48.33 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $4.9M | -2% | 92k | 53.40 |
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| CSX Corporation (CSX) | 0.1 | $4.9M | 137k | 35.51 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $4.4M | +2% | 29k | 154.22 |
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| Humana (HUM) | 0.1 | $4.4M | +106% | 17k | 260.17 |
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| At&t (T) | 0.1 | $4.4M | 155k | 28.24 |
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| Abbott Laboratories (ABT) | 0.1 | $4.3M | +2% | 33k | 133.94 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $4.3M | -2% | 23k | 183.73 |
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| Nextera Energy (NEE) | 0.1 | $4.3M | -10% | 57k | 75.49 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $4.3M | +183% | 159k | 26.95 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.1 | $4.2M | +5% | 18k | 233.78 |
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| Costco Wholesale Corporation (COST) | 0.1 | $4.2M | -4% | 4.6k | 925.67 |
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| Trane Technologies SHS (TT) | 0.1 | $4.2M | -2% | 10k | 421.96 |
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| Schlumberger Com Stk (SLB) | 0.1 | $3.9M | +180% | 114k | 34.37 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $3.9M | 16k | 239.61 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $3.9M | 57k | 68.12 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $3.9M | -3% | 142k | 27.30 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $3.9M | +3% | 36k | 106.78 |
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| Prudential Adr (PUK) | 0.1 | $3.8M | 137k | 27.99 |
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| Hershey Company (HSY) | 0.1 | $3.8M | 20k | 187.05 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $3.8M | 55k | 69.37 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $3.8M | +87% | 49k | 76.45 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $3.7M | 32k | 118.83 |
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| Danaher Corporation (DHR) | 0.1 | $3.7M | 19k | 198.24 |
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| Iqvia Holdings (IQV) | 0.1 | $3.7M | NEW | 20k | 189.94 |
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| Dow (DOW) | 0.1 | $3.7M | -5% | 160k | 22.93 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $3.7M | -35% | 77k | 47.25 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $3.6M | +15% | 41k | 89.37 |
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| Honeywell International (HON) | 0.1 | $3.6M | -5% | 17k | 210.50 |
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| Delek Us Holdings (DK) | 0.1 | $3.6M | 111k | 32.27 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $3.5M | 52k | 67.83 |
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| Baxter International (BAX) | 0.1 | $3.5M | +17% | 155k | 22.77 |
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| Advance Auto Parts (AAP) | 0.1 | $3.5M | 57k | 61.40 |
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| Cisco Systems (CSCO) | 0.1 | $3.5M | 51k | 68.42 |
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| Paypal Holdings (PYPL) | 0.1 | $3.4M | +1342% | 50k | 67.06 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $3.4M | +27% | 28k | 120.50 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $3.3M | +20% | 43k | 76.72 |
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| Automatic Data Processing (ADP) | 0.1 | $3.3M | 11k | 293.50 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $3.3M | 27k | 120.72 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $3.3M | -3% | 5.8k | 562.27 |
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| Magna Intl Inc cl a (MGA) | 0.1 | $3.2M | +2% | 69k | 47.38 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $3.2M | -2% | 5.7k | 568.79 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $3.2M | -4% | 29k | 111.47 |
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| Willis Towers Watson SHS (WTW) | 0.1 | $3.2M | -16% | 9.3k | 345.45 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $3.2M | 23k | 139.17 |
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| Caterpillar (CAT) | 0.1 | $3.1M | 6.6k | 477.15 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $3.1M | -2% | 28k | 111.22 |
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| Corning Incorporated (GLW) | 0.1 | $3.1M | -32% | 38k | 82.03 |
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| Pbf Energy Cl A (PBF) | 0.1 | $3.0M | 101k | 30.17 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $3.0M | 16k | 192.74 |
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| Dollar General (DG) | 0.1 | $3.0M | -29% | 29k | 103.35 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $3.0M | -3% | 30k | 100.25 |
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| Celanese Corporation (CE) | 0.1 | $3.0M | +270% | 70k | 42.08 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $2.9M | -5% | 54k | 54.09 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $2.9M | 23k | 128.24 |
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| AFLAC Incorporated (AFL) | 0.1 | $2.9M | 26k | 111.70 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $2.9M | +4% | 33k | 87.21 |
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| Boeing Company (BA) | 0.1 | $2.8M | 13k | 215.83 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $2.8M | +8% | 13k | 208.71 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $2.8M | 9.0k | 307.86 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $2.8M | 22k | 123.75 |
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| Netflix (NFLX) | 0.1 | $2.7M | -3% | 2.3k | 1198.68 |
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| Hf Sinclair Corp (DINO) | 0.1 | $2.7M | 52k | 52.34 |
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| Xcel Energy (XEL) | 0.1 | $2.7M | 34k | 80.65 |
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| McKesson Corporation (MCK) | 0.1 | $2.7M | 3.5k | 772.63 |
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| Tesla Motors (TSLA) | 0.1 | $2.7M | -8% | 6.1k | 444.72 |
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| Black Hills Corporation (BKH) | 0.1 | $2.7M | +11% | 43k | 61.59 |
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| Amgen (AMGN) | 0.1 | $2.7M | -4% | 9.4k | 282.20 |
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| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $2.6M | 53k | 50.37 |
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| McDonald's Corporation (MCD) | 0.1 | $2.6M | 8.7k | 303.89 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.6M | 44k | 59.92 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $2.6M | 33k | 78.37 |
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| Flexshares Tr Mornstar Usmkt (TILT) | 0.1 | $2.6M | 11k | 242.29 |
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| Qualcomm (QCOM) | 0.1 | $2.6M | -4% | 15k | 166.36 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $2.6M | -3% | 36k | 70.85 |
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| Sherwin-Williams Company (SHW) | 0.1 | $2.5M | 7.3k | 346.27 |
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| American Electric Power Company (AEP) | 0.1 | $2.5M | 22k | 112.50 |
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| Huntington Ingalls Inds (HII) | 0.1 | $2.5M | 8.7k | 287.91 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $2.5M | 7.5k | 332.85 |
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| Walt Disney Company (DIS) | 0.1 | $2.5M | 22k | 114.50 |
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| Ge Aerospace Com New (GE) | 0.1 | $2.5M | +2% | 8.2k | 300.83 |
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| Cintas Corporation (CTAS) | 0.1 | $2.4M | -5% | 12k | 205.26 |
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| Rbc Cad (RY) | 0.1 | $2.4M | 16k | 147.32 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $2.4M | -32% | 45k | 53.08 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $2.4M | +3% | 19k | 122.45 |
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| Morgan Stanley Com New (MS) | 0.1 | $2.4M | -4% | 15k | 158.96 |
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| Lazard Ltd Shs -a - (LAZ) | 0.1 | $2.3M | 44k | 52.78 |
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| Cleveland-cliffs (CLF) | 0.1 | $2.3M | 190k | 12.20 |
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| First Horizon National Corporation (FHN) | 0.1 | $2.3M | 102k | 22.61 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $2.3M | 44k | 53.03 |
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| BorgWarner (BWA) | 0.1 | $2.3M | 52k | 43.96 |
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| Bank of America Corporation (BAC) | 0.1 | $2.3M | 44k | 51.59 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $2.2M | -4% | 89k | 25.19 |
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| Diageo Spon Adr New (DEO) | 0.1 | $2.2M | +16% | 23k | 95.43 |
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| Fiserv (FI) | 0.1 | $2.2M | 17k | 128.93 |
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| Universal Display Corporation (OLED) | 0.1 | $2.2M | +2% | 15k | 143.63 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $2.1M | -48% | 110k | 19.53 |
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| Carrier Global Corporation (CARR) | 0.1 | $2.1M | -16% | 36k | 59.70 |
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| Bunge Global Sa Com Shs (BG) | 0.1 | $2.1M | 26k | 81.25 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $2.1M | 8.1k | 260.76 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $2.1M | -2% | 456k | 4.54 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $2.1M | -5% | 12k | 174.58 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $2.0M | 28k | 72.67 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $2.0M | 22k | 89.62 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $2.0M | 75k | 26.37 |
|
|
| Hanover Insurance (THG) | 0.0 | $2.0M | 11k | 181.63 |
|
|
| Universal Hlth Svcs CL B (UHS) | 0.0 | $1.9M | NEW | 9.4k | 204.45 |
|
| salesforce (CRM) | 0.0 | $1.9M | +7% | 8.0k | 237.00 |
|
| L3harris Technologies (LHX) | 0.0 | $1.9M | 6.1k | 305.41 |
|
|
| D.R. Horton (DHI) | 0.0 | $1.8M | 11k | 169.47 |
|
|
| Olin Corp Com Par $1 (OLN) | 0.0 | $1.8M | NEW | 73k | 24.99 |
|
| Sun Communities (SUI) | 0.0 | $1.8M | +13% | 14k | 129.00 |
|
| Alkermes SHS (ALKS) | 0.0 | $1.8M | 60k | 30.00 |
|
|
| United Rentals (URI) | 0.0 | $1.8M | +15% | 1.9k | 953.65 |
|
| Allstate Corporation (ALL) | 0.0 | $1.8M | 8.3k | 214.65 |
|
|
| TowneBank (TOWN) | 0.0 | $1.8M | 52k | 34.57 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $1.8M | 22k | 82.34 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.8M | 68k | 26.34 |
|
|
| Donaldson Company (DCI) | 0.0 | $1.8M | 22k | 81.85 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $1.8M | 15k | 118.37 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $1.7M | 13k | 138.24 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.7M | 32k | 54.18 |
|
|
| Pfizer (PFE) | 0.0 | $1.7M | 68k | 25.48 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $1.7M | -21% | 19k | 91.43 |
|
| Potlatch Corporation (PCH) | 0.0 | $1.7M | +10% | 41k | 40.75 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $1.7M | 6.4k | 260.44 |
|
|
| Key (KEY) | 0.0 | $1.7M | +2% | 89k | 18.69 |
|
| Xylem (XYL) | 0.0 | $1.7M | 11k | 147.50 |
|
|
| Lear Corp Com New (LEA) | 0.0 | $1.7M | 16k | 100.61 |
|
|
| Columbia Banking System (COLB) | 0.0 | $1.7M | NEW | 64k | 25.74 |
|
| Cubesmart (CUBE) | 0.0 | $1.6M | 41k | 40.66 |
|
|
| Korn Ferry Com New (KFY) | 0.0 | $1.6M | 24k | 69.98 |
|
|
| Barclays Adr (BCS) | 0.0 | $1.6M | -24% | 79k | 20.67 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $1.6M | +8% | 5.4k | 302.35 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $1.6M | 35k | 45.72 |
|
|
| Safety Insurance (SAFT) | 0.0 | $1.6M | +22% | 23k | 70.69 |
|
| Range Resources (RRC) | 0.0 | $1.6M | 42k | 37.64 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $1.6M | +11% | 14k | 113.88 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $1.6M | 9.2k | 170.75 |
|
|
| Ida (IDA) | 0.0 | $1.5M | 12k | 132.15 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $1.5M | 6.4k | 239.38 |
|
|
| Toro Company (TTC) | 0.0 | $1.5M | +6% | 20k | 76.20 |
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $1.5M | 5.8k | 253.93 |
|
|
| PPL Corporation (PPL) | 0.0 | $1.5M | 39k | 37.16 |
|
|
| Huntsman Corporation (HUN) | 0.0 | $1.5M | 163k | 8.98 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $1.4M | 83k | 17.27 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.4M | 12k | 124.34 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $1.4M | -4% | 16k | 89.34 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $1.4M | +35% | 5.6k | 247.12 |
|
| Linde SHS (LIN) | 0.0 | $1.4M | -3% | 2.9k | 475.04 |
|
| Deere & Company (DE) | 0.0 | $1.4M | -3% | 3.0k | 457.26 |
|
| Robert Half International (RHI) | 0.0 | $1.4M | NEW | 40k | 33.98 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $1.3M | 6.5k | 206.51 |
|
|
| AGCO Corporation (AGCO) | 0.0 | $1.3M | +4% | 12k | 107.07 |
|
| Wells Fargo & Company (WFC) | 0.0 | $1.3M | -7% | 16k | 83.82 |
|
| BioMarin Pharmaceutical (BMRN) | 0.0 | $1.3M | 24k | 54.16 |
|
|
| Valvoline Inc Common (VVV) | 0.0 | $1.3M | 36k | 35.91 |
|
|
| Norfolk Southern (NSC) | 0.0 | $1.3M | 4.3k | 300.41 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $1.3M | -3% | 19k | 67.51 |
|
| Anthem (ELV) | 0.0 | $1.3M | 3.9k | 323.12 |
|
|
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $1.3M | -4% | 12k | 104.80 |
|
| Cigna Corp (CI) | 0.0 | $1.3M | +2% | 4.3k | 288.25 |
|
| PNC Financial Services (PNC) | 0.0 | $1.2M | -8% | 6.2k | 200.93 |
|
| Jefferies Finl Group (JEF) | 0.0 | $1.2M | 19k | 65.42 |
|
|
| F5 Networks (FFIV) | 0.0 | $1.2M | 3.8k | 323.19 |
|
|
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $1.2M | 27k | 44.51 |
|
|
| Target Corporation (TGT) | 0.0 | $1.2M | -74% | 13k | 89.70 |
|
| Exp World Holdings Inc equities (EXPI) | 0.0 | $1.2M | NEW | 112k | 10.66 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $1.2M | -15% | 12k | 95.89 |
|
| Intel Corporation (INTC) | 0.0 | $1.2M | +28% | 34k | 33.55 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $1.1M | -22% | 8.8k | 129.72 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $1.1M | 29k | 39.22 |
|
|
| Blackrock (BLK) | 0.0 | $1.1M | +25% | 974.00 | 1165.87 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $1.1M | +7% | 6.1k | 186.50 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.1M | +29% | 2.3k | 479.52 |
|
| General Dynamics Corporation (GD) | 0.0 | $1.1M | +6% | 3.2k | 341.01 |
|
| Vanguard World Mega Cap Index (MGC) | 0.0 | $1.1M | 4.5k | 244.09 |
|
|
| Emerson Electric (EMR) | 0.0 | $1.1M | 8.3k | 131.18 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $1.1M | -6% | 4.6k | 236.36 |
|
| Docusign (DOCU) | 0.0 | $1.1M | 15k | 72.09 |
|
|
| Whirlpool Corporation (WHR) | 0.0 | $1.1M | 14k | 78.60 |
|
|
| Nike CL B (NKE) | 0.0 | $1.1M | 15k | 69.73 |
|
|
| Williams Companies (WMB) | 0.0 | $1.1M | -3% | 17k | 63.35 |
|
| Stifel Financial (SF) | 0.0 | $1.0M | 9.2k | 113.47 |
|
|
| Peoples Bancorp of North Carolina (PEBK) | 0.0 | $1.0M | 34k | 30.66 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $1.0M | 35k | 29.64 |
|
|
| Travelers Companies (TRV) | 0.0 | $1.0M | 3.7k | 279.22 |
|
|
| Chubb (CB) | 0.0 | $1.0M | -4% | 3.6k | 282.25 |
|
| Sabine Rty Tr Unit Ben Int (SBR) | 0.0 | $1.0M | 13k | 79.45 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $1.0M | -10% | 2.1k | 485.02 |
|
| ConocoPhillips (COP) | 0.0 | $986k | -2% | 10k | 94.59 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $976k | -9% | 7.0k | 140.05 |
|
| White Mountains Insurance Gp (WTM) | 0.0 | $965k | 577.00 | 1671.54 |
|
|
| American Tower Reit (AMT) | 0.0 | $955k | 5.0k | 192.32 |
|
|
| Philip Morris International (PM) | 0.0 | $952k | -6% | 5.9k | 162.20 |
|
| Global Payments (GPN) | 0.0 | $952k | -35% | 12k | 83.08 |
|
| Spdr Series Trust Bloomberg Sht Te (SJNK) | 0.0 | $937k | +52% | 37k | 25.60 |
|
| Wey (WEYS) | 0.0 | $930k | -14% | 31k | 30.09 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $926k | -9% | 2.1k | 447.23 |
|
| Golub Capital BDC (GBDC) | 0.0 | $919k | 67k | 13.69 |
|
|
| Ge Vernova (GEV) | 0.0 | $913k | +29% | 1.5k | 614.90 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $904k | +30% | 24k | 37.78 |
|
| Uber Technologies (UBER) | 0.0 | $895k | -3% | 9.1k | 97.97 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $888k | 4.0k | 219.53 |
|
|
| Intuit (INTU) | 0.0 | $873k | -8% | 1.3k | 682.91 |
|
| Ingles Mkts Cl A (IMKTA) | 0.0 | $870k | 13k | 69.56 |
|
|
| Arcbest (ARCB) | 0.0 | $842k | NEW | 12k | 69.87 |
|
| Esab Corporation (ESAB) | 0.0 | $839k | 7.5k | 111.74 |
|
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $825k | -2% | 9.2k | 89.64 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $820k | +11% | 10k | 78.91 |
|
| Ingersoll Rand (IR) | 0.0 | $820k | 9.9k | 82.62 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $797k | -26% | 3.2k | 246.60 |
|
| FedEx Corporation (FDX) | 0.0 | $791k | 3.4k | 235.81 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $790k | -3% | 3.9k | 201.53 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $786k | -22% | 2.6k | 297.62 |
|
| Nucor Corporation (NUE) | 0.0 | $785k | 5.8k | 135.43 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $781k | -7% | 9.8k | 79.94 |
|
| Williams-Sonoma (WSM) | 0.0 | $743k | 3.8k | 195.45 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $738k | 1.5k | 499.34 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $722k | +3% | 7.9k | 91.42 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $714k | 4.4k | 162.17 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $710k | -86% | 16k | 45.10 |
|
| Intercontinental Exchange (ICE) | 0.0 | $687k | +4% | 4.1k | 168.48 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $684k | -9% | 21k | 31.91 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $682k | +8% | 15k | 46.24 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $658k | 2.4k | 273.65 |
|
|
| Phillips 66 (PSX) | 0.0 | $637k | 4.7k | 136.02 |
|
|
| Curtiss-Wright (CW) | 0.0 | $634k | 1.2k | 542.94 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $611k | -29% | 2.2k | 272.72 |
|
| Glacier Ban (GBCI) | 0.0 | $592k | 12k | 48.67 |
|
|
| Allegion Ord Shs (ALLE) | 0.0 | $580k | 3.3k | 177.35 |
|
|
| Jacobs Engineering Group (J) | 0.0 | $570k | -2% | 3.8k | 149.86 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $552k | 15k | 36.81 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $537k | +8% | 1.4k | 374.25 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $536k | -7% | 1.5k | 352.75 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $520k | 5.2k | 99.81 |
|
|
| Ashland (ASH) | 0.0 | $519k | 11k | 47.91 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $516k | +6% | 12k | 42.13 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $502k | 4.8k | 104.51 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $501k | +2% | 1.6k | 309.75 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $495k | NEW | 3.6k | 137.80 |
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.0 | $477k | 9.9k | 48.47 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $470k | 14k | 32.77 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $465k | +6% | 431.00 | 1077.68 |
|
| Spdr Series Trust Bloomberg Intl (IBND) | 0.0 | $462k | +5% | 14k | 32.29 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $461k | 2.2k | 209.34 |
|
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.0 | $449k | 17k | 26.79 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $445k | -5% | 5.3k | 83.53 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $435k | 3.0k | 145.65 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $430k | 2.1k | 203.62 |
|
|
| Servicenow (NOW) | 0.0 | $428k | -3% | 465.00 | 920.83 |
|
| Sempra Energy (SRE) | 0.0 | $417k | 4.6k | 89.98 |
|
|
| Beam Therapeutics (BEAM) | 0.0 | $413k | 17k | 24.27 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $406k | 5.9k | 68.58 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $405k | -5% | 6.5k | 62.47 |
|
| Dupont De Nemours (DD) | 0.0 | $389k | 5.0k | 77.90 |
|
|
| Darden Restaurants (DRI) | 0.0 | $384k | +12% | 2.0k | 190.36 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $383k | 17k | 23.28 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $379k | 4.5k | 84.83 |
|
|
| Abrdn Palladium Etf Trust Physical Palladm (PALL) | 0.0 | $377k | 3.3k | 114.17 |
|
|
| Clorox Company (CLX) | 0.0 | $376k | 3.1k | 123.30 |
|
|
| Fathom Holdings (FTHM) | 0.0 | $374k | 208k | 1.80 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $372k | -6% | 3.4k | 107.81 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $363k | +28% | 5.5k | 66.01 |
|
| Applied Materials (AMAT) | 0.0 | $362k | -8% | 1.8k | 204.74 |
|
| Progressive Corporation (PGR) | 0.0 | $359k | -15% | 1.5k | 246.95 |
|
| Kopin Corporation (KOPN) | 0.0 | $352k | 145k | 2.43 |
|
|
| WesBan (WSBC) | 0.0 | $352k | 11k | 31.93 |
|
|
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.0 | $352k | -49% | 2.5k | 142.88 |
|
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.0 | $351k | 3.5k | 100.77 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $350k | +3% | 4.9k | 71.53 |
|
| Valero Energy Corporation (VLO) | 0.0 | $349k | 2.1k | 170.26 |
|
|
| Altria (MO) | 0.0 | $348k | +2% | 5.3k | 66.06 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $344k | 4.2k | 82.96 |
|
|
| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $342k | -7% | 18k | 19.43 |
|
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $341k | 13k | 25.50 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $334k | 830.00 | 402.42 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $333k | +3% | 6.8k | 48.72 |
|
| 3M Company (MMM) | 0.0 | $327k | 2.1k | 155.18 |
|
|
| Genelux Corporation (GNLX) | 0.0 | $317k | 75k | 4.20 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $315k | 4.3k | 73.29 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $313k | 340.00 | 920.64 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $312k | -6% | 2.4k | 128.35 |
|
| State Street Corporation (STT) | 0.0 | $302k | 2.6k | 116.01 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $301k | 6.4k | 46.71 |
|
|
| Ford Motor Company (F) | 0.0 | $300k | 25k | 11.96 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $296k | 469.00 | 630.14 |
|
|
| Southern Company (SO) | 0.0 | $295k | 3.1k | 94.80 |
|
|
| Nutrien (NTR) | 0.0 | $293k | +4% | 5.0k | 58.71 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $289k | 2.1k | 137.74 |
|
|
| Booking Holdings (BKNG) | 0.0 | $287k | +3% | 53.00 | 5416.49 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $282k | -38% | 12k | 24.30 |
|
| Ishares Msci Pac Jp Etf (EPP) | 0.0 | $281k | 5.5k | 51.56 |
|
|
| Pulte (PHM) | 0.0 | $280k | 2.1k | 132.13 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $280k | 910.00 | 307.62 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $279k | +7% | 3.4k | 81.19 |
|
| S&p Global (SPGI) | 0.0 | $279k | 573.00 | 486.71 |
|
|
| Cme (CME) | 0.0 | $278k | 1.0k | 270.19 |
|
|
| EOG Resources (EOG) | 0.0 | $278k | +3% | 2.5k | 112.12 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $266k | -24% | 6.2k | 43.16 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $262k | -3% | 1.5k | 170.85 |
|
| Consolidated Edison (ED) | 0.0 | $259k | 2.6k | 100.52 |
|
|
| Hometrust Bancshares (HTB) | 0.0 | $259k | -61% | 6.3k | 40.94 |
|
| Ishares Tr Gov/cred Bd Etf (GBF) | 0.0 | $258k | 2.5k | 105.36 |
|
|
| Smurfit Westrock SHS (SW) | 0.0 | $258k | NEW | 6.1k | 42.57 |
|
| Clean Energy Fuels (CLNE) | 0.0 | $258k | 100k | 2.58 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $255k | 868.00 | 293.79 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $253k | 1.2k | 213.73 |
|
|
| Constellation Energy (CEG) | 0.0 | $252k | 767.00 | 329.07 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $252k | 191.00 | 1320.79 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $250k | 4.5k | 55.49 |
|
|
| Wec Energy Group (WEC) | 0.0 | $243k | 2.1k | 114.59 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $241k | NEW | 3.5k | 68.08 |
|
| Goldman Sachs (GS) | 0.0 | $241k | -26% | 302.00 | 796.35 |
|
| Simon Property (SPG) | 0.0 | $236k | -22% | 1.3k | 187.67 |
|
| MetLife (MET) | 0.0 | $235k | 2.9k | 82.37 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $234k | NEW | 3.0k | 78.09 |
|
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.0 | $232k | 3.5k | 65.86 |
|
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $230k | NEW | 4.1k | 55.75 |
|
| Medtronic SHS (MDT) | 0.0 | $230k | 2.4k | 95.24 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $228k | 880.00 | 259.50 |
|
|
| Dover Corporation (DOV) | 0.0 | $227k | 1.4k | 166.83 |
|
|
| Heico Corp Cl A (HEI.A) | 0.0 | $226k | -6% | 889.00 | 254.09 |
|
| Transunion (TRU) | 0.0 | $225k | 2.7k | 83.78 |
|
|
| Moody's Corporation (MCO) | 0.0 | $223k | -12% | 468.00 | 476.48 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $220k | 505.00 | 435.56 |
|
|
| Fastenal Company (FAST) | 0.0 | $215k | NEW | 4.4k | 49.04 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $208k | 2.2k | 93.64 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $208k | 2.6k | 78.54 |
|
|
| Northern Trust Corporation (NTRS) | 0.0 | $206k | NEW | 1.5k | 134.60 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $206k | NEW | 3.5k | 58.72 |
|
| Enbridge (ENB) | 0.0 | $205k | NEW | 4.1k | 50.46 |
|
| Exelon Corporation (EXC) | 0.0 | $205k | NEW | 4.5k | 45.01 |
|
| Cadence Design Systems (CDNS) | 0.0 | $204k | NEW | 581.00 | 351.26 |
|
| Victory Cap Hldgs Com Cl A (VCTR) | 0.0 | $204k | -12% | 3.2k | 64.76 |
|
| Cummins (CMI) | 0.0 | $202k | NEW | 477.00 | 422.37 |
|
| Micron Technology (MU) | 0.0 | $202k | NEW | 1.2k | 167.32 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.0 | $201k | 4.0k | 50.23 |
|
|
| Gevo Com Par (GEVO) | 0.0 | $199k | 101k | 1.96 |
|
|
| Horizon Ban (HBNC) | 0.0 | $160k | 10k | 16.01 |
|
|
| Neumora Therapeutics (NMRA) | 0.0 | $79k | 43k | 1.82 |
|
|
| Oncology Institu (TOI) | 0.0 | $35k | 10k | 3.49 |
|
Past Filings by AMG National Trust Bank
SEC 13F filings are viewable for AMG National Trust Bank going back to 2011
- AMG National Trust Bank 2025 Q3 filed Nov. 10, 2025
- AMG National Trust Bank 2025 Q2 filed Aug. 4, 2025
- AMG National Trust Bank 2025 Q1 filed May 5, 2025
- AMG National Trust Bank 2024 Q4 filed Feb. 7, 2025
- AMG National Trust Bank 2024 Q3 filed Nov. 7, 2024
- AMG National Trust Bank 2024 Q2 filed July 25, 2024
- AMG National Trust Bank 2024 Q1 filed May 6, 2024
- AMG National Trust Bank 2023 Q4 filed Feb. 8, 2024
- AMG National Trust Bank 2023 Q3 filed Nov. 8, 2023
- AMG National Trust Bank 2023 Q2 filed Aug. 3, 2023
- AMG National Trust Bank 2023 Q1 filed May 10, 2023
- AMG National Trust Bank 2022 Q4 filed Feb. 8, 2023
- AMG National Trust Bank 2022 Q3 filed Nov. 4, 2022
- AMG National Trust Bank 2022 Q2 filed Aug. 5, 2022
- AMG National Trust Bank 2022 Q1 filed May 10, 2022
- AMG National Trust Bank 2021 Q4 filed Feb. 4, 2022