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, IXUS, BND, and represent 30.66% of AMG National Trust Bank's stock portfolio.
- Added to shares of these 10 stocks: MUB (+$10M), VTIP (+$7.1M), HTBI, KTB, BG, IEF, VO, BND, VXUS, IBDP.
- Started 35 new stock positions in KWR, JNPR, IYH, NOW, TOWN, XEL, GPN, EWA, KEY, BLND.
- Reduced shares in these 10 stocks: IWR (-$5.9M), PFF, , ARKK, ICVT, AAPL, IWM, USB, NOV, XRAY.
- Sold out of its positions in ARKK, ADTH, ABEV, XRAY, Eqrx, HAL, Hostess Brands, ECH, EWD, IJS.
- AMG National Trust Bank was a net buyer of stock by $23M.
- AMG National Trust Bank has $3.2B in assets under management (AUM), dropping by 11.09%.
- Central Index Key (CIK): 0001388829
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Portfolio Holdings for AMG National Trust Bank
AMG National Trust Bank holds 421 positions in its portfolio as reported in the December 2023 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 | $311M | 654k | 475.31 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 9.2 | $295M | 3.8M | 77.73 |
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| Ishares Tr Russell 2000 Etf (IWM) | 5.5 | $177M | 880k | 200.71 |
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| Ishares Tr Core Msci Total (IXUS) | 3.2 | $101M | 1.6M | 64.93 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.1 | $98M | +3% | 1.3M | 73.55 |
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| Lowe's Companies (LOW) | 3.0 | $97M | 436k | 222.55 |
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| Ball Corporation (BALL) | 2.3 | $73M | 1.3M | 57.52 |
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| Apple (AAPL) | 2.3 | $72M | -4% | 375k | 192.53 |
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| Ishares Tr Rus 1000 Etf (IWB) | 2.1 | $69M | 261k | 262.26 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.0 | $65M | 275k | 237.22 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $64M | +2% | 147k | 436.80 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $62M | 131k | 477.63 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.9 | $60M | 797k | 75.35 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 1.5 | $50M | 319k | 155.33 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 1.3 | $43M | 366k | 116.29 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.3 | $42M | +7% | 724k | 57.96 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.3 | $41M | 136k | 303.17 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 1.2 | $40M | 780k | 51.04 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $39M | +4% | 558k | 70.35 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $35M | +6% | 87k | 409.52 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.1 | $34M | 323k | 104.46 |
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| Ishares Tr Conv Bd Etf (ICVT) | 1.0 | $33M | -10% | 416k | 78.59 |
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| Ishares Tr Select Divid Etf (DVY) | 1.0 | $33M | +6% | 278k | 117.22 |
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| V.F. Corporation (VFC) | 1.0 | $31M | 1.6M | 18.80 |
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| Home Depot (HD) | 0.9 | $30M | 85k | 346.55 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $27M | +11% | 126k | 213.33 |
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| Kontoor Brands (KTB) | 0.8 | $26M | +18% | 422k | 62.42 |
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| Microsoft Corporation (MSFT) | 0.8 | $26M | 69k | 376.04 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.7 | $24M | 143k | 165.25 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $23M | +16% | 99k | 232.64 |
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| Ishares Tr National Mun Etf (MUB) | 0.7 | $23M | +81% | 213k | 108.41 |
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| Graphic Packaging Holding Company (GPK) | 0.6 | $21M | 843k | 24.65 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $20M | 105k | 191.17 |
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| Molson Coors Beverage CL B (TAP) | 0.6 | $19M | 313k | 61.21 |
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| Ishares Tr Cohen Steer Reit (ICF) | 0.6 | $19M | -9% | 321k | 58.73 |
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| Amazon (AMZN) | 0.6 | $19M | 123k | 151.94 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.6 | $18M | 48k | 376.87 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $18M | 33.00 | 542625.00 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $17M | 98k | 170.40 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.5 | $15M | +86% | 320k | 47.49 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $14M | 56k | 252.22 |
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| Hormel Foods Corporation (HRL) | 0.4 | $14M | 437k | 32.11 |
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| Johnson & Johnson (JNJ) | 0.4 | $13M | +2% | 81k | 156.74 |
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| Select Sector Spdr Tr Technology (XLK) | 0.4 | $11M | 58k | 192.48 |
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| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.4 | $11M | 123k | 91.16 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $10M | +2% | 38k | 277.15 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $10M | -5% | 120k | 84.14 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $10M | 179k | 56.14 |
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| Ishares Silver Tr Ishares (SLV) | 0.3 | $9.7M | -2% | 443k | 21.78 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $9.4M | 67k | 140.93 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $9.3M | +9% | 239k | 39.03 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $8.9M | 64k | 139.69 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $8.9M | 53k | 170.10 |
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| Principal Financial (PFG) | 0.3 | $8.9M | +45% | 113k | 78.67 |
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| Amgen (AMGN) | 0.3 | $8.6M | 30k | 288.02 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $8.5M | -7% | 76k | 111.63 |
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| UnitedHealth (UNH) | 0.3 | $8.3M | 16k | 526.48 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $8.2M | +23% | 162k | 50.58 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $8.2M | +6% | 23k | 356.66 |
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| Meta Platforms Cl A (META) | 0.3 | $8.2M | +3% | 23k | 353.96 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.2 | $7.9M | -4% | 109k | 72.15 |
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| Procter & Gamble Company (PG) | 0.2 | $7.7M | 52k | 146.54 |
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| Coca-Cola Company (KO) | 0.2 | $7.6M | 129k | 58.93 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $7.3M | +2% | 73k | 99.98 |
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| Cisco Systems (CSCO) | 0.2 | $7.0M | -2% | 139k | 50.52 |
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| Ishares Msci Eurzone Etf (EZU) | 0.2 | $6.9M | -2% | 145k | 47.44 |
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| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.2 | $6.8M | +13% | 119k | 56.65 |
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| Eli Lilly & Co. (LLY) | 0.2 | $6.7M | 12k | 582.91 |
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| Msci (MSCI) | 0.2 | $6.7M | 12k | 565.63 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $6.7M | +15% | 97k | 68.80 |
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| Gap (GPS) | 0.2 | $6.7M | +6% | 318k | 20.91 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.2 | $6.6M | +10% | 290k | 22.77 |
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| Ecolab (ECL) | 0.2 | $6.5M | 33k | 198.35 |
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| Hometrust Bancshares (HTBI) | 0.2 | $6.4M | +237% | 240k | 26.92 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.2 | $6.4M | -9% | 61k | 104.76 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $6.3M | 168k | 37.60 |
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| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.2 | $6.2M | +89% | 250k | 24.91 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $6.1M | 72k | 85.06 |
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| Chevron Corporation (CVX) | 0.2 | $6.1M | -2% | 41k | 149.16 |
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| Verizon Communications (VZ) | 0.2 | $6.1M | 161k | 37.70 |
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| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.2 | $6.0M | 114k | 52.52 |
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| Hyatt Hotels Corp Com Cl A (H) | 0.2 | $5.8M | 45k | 130.41 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.2 | $5.7M | +7% | 129k | 44.12 |
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| Truist Financial Corp equities (TFC) | 0.2 | $5.7M | +53% | 154k | 36.92 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $5.6M | 128k | 43.85 |
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| NVIDIA Corporation (NVDA) | 0.2 | $5.5M | 11k | 495.22 |
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| TJX Companies (TJX) | 0.2 | $5.5M | 58k | 93.81 |
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| Stryker Corporation (SYK) | 0.2 | $5.1M | 17k | 299.46 |
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| Dow (DOW) | 0.2 | $5.1M | 93k | 54.84 |
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| Ishares Tr Short Treas Bd (SHV) | 0.2 | $4.9M | +8% | 45k | 110.13 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $4.9M | -5% | 123k | 40.21 |
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| Us Bancorp Del Com New (USB) | 0.2 | $4.9M | -38% | 114k | 43.28 |
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| Pepsi (PEP) | 0.2 | $4.9M | 29k | 169.84 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $4.9M | +4% | 42k | 117.13 |
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| American Express Company (AXP) | 0.1 | $4.8M | 26k | 187.32 |
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| Danaher Corporation (DHR) | 0.1 | $4.8M | 21k | 231.32 |
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| FedEx Corporation (FDX) | 0.1 | $4.7M | +22% | 18k | 252.97 |
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| Allstate Corporation (ALL) | 0.1 | $4.5M | -11% | 32k | 139.98 |
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| Becton, Dickinson and (BDX) | 0.1 | $4.4M | -4% | 18k | 243.83 |
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| Citigroup Com New (C) | 0.1 | $4.4M | +32% | 86k | 51.44 |
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| Oracle Corporation (ORCL) | 0.1 | $4.4M | 42k | 105.43 |
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| Pfizer (PFE) | 0.1 | $4.4M | +71% | 151k | 28.79 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $4.3M | -7% | 25k | 170.45 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $4.3M | +44% | 72k | 59.71 |
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| Norfolk Southern (NSC) | 0.1 | $4.3M | +5% | 18k | 236.38 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $4.3M | 8.4k | 507.38 |
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| Gilead Sciences (GILD) | 0.1 | $4.3M | -8% | 53k | 81.01 |
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| Metropcs Communications (TMUS) | 0.1 | $4.2M | 26k | 160.33 |
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| Merck & Co (MRK) | 0.1 | $4.2M | +3% | 38k | 109.02 |
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| Visa Com Cl A (V) | 0.1 | $4.2M | 16k | 260.35 |
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| Capital One Financial (COF) | 0.1 | $4.2M | +72% | 32k | 131.12 |
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| Medtronic SHS (MDT) | 0.1 | $4.1M | +148% | 50k | 82.38 |
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| L3harris Technologies (LHX) | 0.1 | $4.0M | +10% | 19k | 210.62 |
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| Carlyle Group (CG) | 0.1 | $4.0M | 97k | 40.69 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $3.9M | 70k | 55.02 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $3.8M | -12% | 37k | 105.43 |
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| Bunge Global Sa Com Shs (BG) | 0.1 | $3.8M | NEW | 38k | 100.95 |
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| Hershey Company (HSY) | 0.1 | $3.8M | 20k | 186.44 |
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| Abbott Laboratories (ABT) | 0.1 | $3.8M | 34k | 110.07 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $3.7M | -9% | 38k | 99.25 |
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| Universal Display Corporation (OLED) | 0.1 | $3.7M | 20k | 191.26 |
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| Willis Towers Watson SHS (WTW) | 0.1 | $3.7M | +3% | 15k | 241.20 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $3.7M | 33k | 110.66 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $3.6M | 48k | 76.13 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $3.6M | -55% | 116k | 31.19 |
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| Carrier Global Corporation (CARR) | 0.1 | $3.6M | -38% | 63k | 57.45 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $3.6M | NEW | 37k | 96.39 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $3.5M | 64k | 55.28 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $3.5M | +3% | 33k | 107.49 |
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| Abbvie (ABBV) | 0.1 | $3.4M | 22k | 154.97 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $3.4M | +20% | 29k | 113.98 |
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| Bank of America Corporation (BAC) | 0.1 | $3.3M | +3% | 99k | 33.67 |
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| Fiserv (FI) | 0.1 | $3.3M | 25k | 132.84 |
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| Simon Property (SPG) | 0.1 | $3.3M | 23k | 142.64 |
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| Wal-Mart Stores (WMT) | 0.1 | $3.2M | 21k | 157.65 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $3.2M | 43k | 75.10 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $3.1M | +15% | 29k | 108.25 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $3.1M | -4% | 59k | 52.00 |
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| Newmont Mining Corporation (NEM) | 0.1 | $3.0M | 73k | 41.39 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $3.0M | 30k | 100.97 |
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| General Electric Com New (GE) | 0.1 | $3.0M | -3% | 23k | 127.63 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $2.9M | 21k | 136.38 |
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| Honeywell International (HON) | 0.1 | $2.9M | +57% | 14k | 209.71 |
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| Costco Wholesale Corporation (COST) | 0.1 | $2.8M | 4.3k | 660.08 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $2.8M | +7% | 58k | 49.37 |
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| Lear Corp Com New (LEA) | 0.1 | $2.8M | 20k | 141.21 |
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| International Business Machines (IBM) | 0.1 | $2.8M | 17k | 163.55 |
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| McDonald's Corporation (MCD) | 0.1 | $2.8M | -2% | 9.4k | 296.51 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $2.8M | 15k | 178.79 |
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| Automatic Data Processing (ADP) | 0.1 | $2.7M | -4% | 12k | 232.97 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $2.7M | -16% | 53k | 51.27 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.7M | 26k | 104.00 |
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| Barclays Adr (BCS) | 0.1 | $2.7M | +53% | 343k | 7.88 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $2.7M | 6.3k | 426.51 |
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| Baxter International (BAX) | 0.1 | $2.7M | NEW | 69k | 38.66 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $2.7M | 30k | 89.47 |
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| Trane Technologies SHS (TT) | 0.1 | $2.6M | -2% | 11k | 243.90 |
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| Xylem (XYL) | 0.1 | $2.6M | 22k | 114.36 |
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| Qualcomm (QCOM) | 0.1 | $2.5M | -2% | 17k | 144.63 |
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| CVS Caremark Corporation (CVS) | 0.1 | $2.4M | 31k | 78.96 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $2.4M | +59% | 30k | 80.15 |
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| Colgate-Palmolive Company (CL) | 0.1 | $2.4M | 30k | 79.71 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $2.4M | 33k | 72.03 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $2.4M | 81k | 29.29 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $2.4M | 11k | 223.38 |
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| Sherwin-Williams Company (SHW) | 0.1 | $2.3M | 7.4k | 311.88 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $2.2M | 15k | 148.36 |
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| Prudential Adr (PUK) | 0.1 | $2.2M | -20% | 100k | 22.45 |
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| Boeing Company (BA) | 0.1 | $2.2M | -3% | 8.5k | 260.66 |
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| Intel Corporation (INTC) | 0.1 | $2.2M | +6% | 44k | 50.25 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $2.2M | 12k | 179.97 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.2M | 46k | 47.90 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $2.2M | 42k | 52.10 |
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| salesforce (CRM) | 0.1 | $2.2M | +11% | 8.3k | 263.14 |
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| GSK Sponsored Adr (GSK) | 0.1 | $2.2M | -21% | 59k | 37.06 |
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| Illinois Tool Works (ITW) | 0.1 | $2.2M | -2% | 8.2k | 261.94 |
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| Suncor Energy (SU) | 0.1 | $2.2M | 67k | 32.04 |
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| Walt Disney Company (DIS) | 0.1 | $2.1M | 24k | 90.29 |
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| Dominion Resources (D) | 0.1 | $2.1M | +608% | 45k | 47.00 |
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| AFLAC Incorporated (AFL) | 0.1 | $2.1M | 25k | 82.50 |
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| Union Pacific Corporation (UNP) | 0.1 | $2.1M | +23% | 8.4k | 245.62 |
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| Anthem (ELV) | 0.1 | $2.1M | -2% | 4.4k | 471.56 |
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| Caterpillar (CAT) | 0.1 | $2.1M | 7.0k | 295.67 |
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| Cigna Corp (CI) | 0.1 | $2.1M | -36% | 6.9k | 299.46 |
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| Corning Incorporated (GLW) | 0.1 | $2.0M | 67k | 30.45 |
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| Pure Storage Cl A (PSTG) | 0.1 | $2.0M | 57k | 35.66 |
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| Flexshares Tr Mornstar Usmkt (TILT) | 0.1 | $2.0M | 11k | 182.48 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $1.9M | +2% | 23k | 85.54 |
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| Broadcom (AVGO) | 0.1 | $1.9M | +19% | 1.7k | 1116.25 |
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| Cintas Corporation (CTAS) | 0.1 | $1.9M | 3.2k | 602.60 |
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| Nextera Energy (NEE) | 0.1 | $1.9M | -4% | 31k | 60.74 |
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| Philip Morris International (PM) | 0.1 | $1.9M | 20k | 94.08 |
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| Elanco Animal Health (ELAN) | 0.1 | $1.8M | 122k | 14.90 |
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| Rbc Cad (RY) | 0.1 | $1.8M | 17k | 101.13 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $1.7M | 12k | 145.01 |
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| Macerich Company (MAC) | 0.1 | $1.7M | 112k | 15.43 |
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| EOG Resources (EOG) | 0.1 | $1.7M | 14k | 120.95 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.7M | +7% | 7.7k | 218.15 |
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| Quaker Chemical Corporation (KWR) | 0.1 | $1.7M | NEW | 7.8k | 213.42 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $1.6M | +228% | 67k | 24.76 |
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| Black Hills Corporation (BKH) | 0.1 | $1.6M | NEW | 30k | 53.95 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.6M | 2.7k | 596.64 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $1.6M | +13% | 26k | 63.33 |
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| McKesson Corporation (MCK) | 0.1 | $1.6M | 3.5k | 462.98 |
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| Nike CL B (NKE) | 0.1 | $1.6M | 15k | 108.57 |
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| Xcel Energy (XEL) | 0.1 | $1.6M | NEW | 26k | 61.91 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $1.6M | 16k | 101.77 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $1.6M | -2% | 16k | 101.99 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $1.6M | 12k | 127.91 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $1.6M | 22k | 73.13 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $1.6M | +7% | 19k | 83.84 |
|
| American Tower Reit (AMT) | 0.0 | $1.6M | -17% | 7.2k | 215.88 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $1.6M | 6.0k | 259.64 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $1.5M | 16k | 97.04 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $1.5M | -2% | 8.8k | 173.89 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $1.5M | -54% | 30k | 49.73 |
|
| Regions Financial Corporation (RF) | 0.0 | $1.5M | 77k | 19.38 |
|
|
| Jefferies Finl Group (JEF) | 0.0 | $1.5M | 37k | 40.41 |
|
|
| Kraft Heinz (KHC) | 0.0 | $1.5M | 40k | 36.98 |
|
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $1.5M | +11% | 62k | 24.03 |
|
| Moelis & Co Cl A (MC) | 0.0 | $1.5M | 26k | 56.13 |
|
|
| Garmin SHS (GRMN) | 0.0 | $1.5M | -19% | 11k | 128.54 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $1.4M | +5% | 19k | 75.53 |
|
| Donaldson Company (DCI) | 0.0 | $1.4M | 22k | 65.35 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $1.4M | -29% | 9.1k | 157.23 |
|
| Stifel Financial (SF) | 0.0 | $1.4M | 21k | 69.15 |
|
|
| Innospec (IOSP) | 0.0 | $1.4M | +30% | 12k | 123.24 |
|
| Equitable Holdings (EQH) | 0.0 | $1.4M | 43k | 33.30 |
|
|
| Esab Corporation (ESAB) | 0.0 | $1.4M | 16k | 86.62 |
|
|
| F5 Networks (FFIV) | 0.0 | $1.4M | 7.9k | 178.98 |
|
|
| Valvoline Inc Common (VVV) | 0.0 | $1.4M | +4% | 37k | 37.58 |
|
| Korn Ferry Com New (KFY) | 0.0 | $1.4M | +91% | 23k | 59.35 |
|
| Expedia Group Com New (EXPE) | 0.0 | $1.4M | 9.1k | 151.79 |
|
|
| Wey (WEYS) | 0.0 | $1.4M | 44k | 31.36 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.4M | -4% | 33k | 41.10 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $1.4M | +10% | 2.6k | 530.74 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $1.3M | 6.8k | 199.74 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.3M | 3.8k | 350.91 |
|
|
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $1.3M | 45k | 30.15 |
|
|
| Charles River Laboratories (CRL) | 0.0 | $1.3M | 5.7k | 236.40 |
|
|
| Interpublic Group of Companies (IPG) | 0.0 | $1.3M | +38% | 41k | 32.64 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.3M | -5% | 11k | 121.51 |
|
| Emcor (EME) | 0.0 | $1.3M | -21% | 6.2k | 215.43 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $1.3M | -2% | 12k | 114.04 |
|
| Range Resources (RRC) | 0.0 | $1.3M | +22% | 43k | 30.44 |
|
| Morgan Stanley Com New (MS) | 0.0 | $1.3M | +3% | 14k | 93.25 |
|
| Potlatch Corporation (PCH) | 0.0 | $1.3M | +104% | 26k | 49.10 |
|
| Juniper Networks (JNPR) | 0.0 | $1.3M | NEW | 43k | 29.48 |
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $1.3M | -21% | 8.7k | 144.20 |
|
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.0 | $1.2M | 58k | 21.29 |
|
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $1.2M | -33% | 53k | 23.33 |
|
| Ingredion Incorporated (INGR) | 0.0 | $1.2M | 11k | 108.53 |
|
|
| Tesla Motors (TSLA) | 0.0 | $1.2M | +4% | 4.8k | 248.48 |
|
| Credit Acceptance (CACC) | 0.0 | $1.2M | 2.3k | 532.73 |
|
|
| Linde SHS (LIN) | 0.0 | $1.2M | -2% | 2.9k | 410.71 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $1.2M | 9.4k | 124.97 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $1.2M | +12% | 12k | 96.85 |
|
| M.D.C. Holdings (MDC) | 0.0 | $1.2M | 21k | 55.25 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $1.2M | -20% | 15k | 77.32 |
|
| Ishares Msci Sth Kor Etf (EWY) | 0.0 | $1.1M | -21% | 18k | 65.53 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $1.1M | -7% | 14k | 79.22 |
|
| Kirby Corporation (KEX) | 0.0 | $1.1M | 14k | 78.48 |
|
|
| Ishares Msci Sth Afr Etf (EZA) | 0.0 | $1.1M | NEW | 27k | 41.79 |
|
| Peoples Bancorp of North Carolina (PEBK) | 0.0 | $1.1M | +12% | 37k | 30.19 |
|
| Ishares Tr Msci Philips Etf (EPHE) | 0.0 | $1.1M | NEW | 43k | 25.99 |
|
| Ishares Tr Ibonds Dec (IBMM) | 0.0 | $1.1M | 42k | 25.93 |
|
|
| Ishares Msci Hong Kg Etf (EWH) | 0.0 | $1.1M | +86% | 63k | 17.37 |
|
| Deere & Company (DE) | 0.0 | $1.1M | -5% | 2.7k | 399.87 |
|
| Ingles Mkts Cl A (IMKTA) | 0.0 | $1.1M | 13k | 86.37 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $1.0M | -2% | 8.9k | 115.90 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $1.0M | +29% | 14k | 72.66 |
|
| At&t (T) | 0.0 | $1.0M | 60k | 16.78 |
|
|
| Vaneck Etf Trust Vaneck Vietnam (VNM) | 0.0 | $1.0M | -43% | 78k | 12.92 |
|
| PNC Financial Services (PNC) | 0.0 | $1.0M | -4% | 6.5k | 154.85 |
|
| Nucor Corporation (NUE) | 0.0 | $986k | 5.7k | 174.05 |
|
|
| Chubb (CB) | 0.0 | $976k | -3% | 4.3k | 226.00 |
|
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $955k | 13k | 75.77 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $948k | 83k | 11.38 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $945k | 17k | 56.40 |
|
|
| Global Payments (GPN) | 0.0 | $932k | NEW | 7.3k | 127.00 |
|
| Haemonetics Corporation (HAE) | 0.0 | $930k | 11k | 85.51 |
|
|
| United Rentals (URI) | 0.0 | $926k | -5% | 1.6k | 573.42 |
|
| Phillips 66 (PSX) | 0.0 | $923k | -6% | 6.9k | 133.14 |
|
| Intuit (INTU) | 0.0 | $921k | +8% | 1.5k | 625.03 |
|
| Colfax Corp (ENOV) | 0.0 | $921k | 16k | 56.02 |
|
|
| Ashland (ASH) | 0.0 | $914k | 11k | 84.31 |
|
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $913k | 4.7k | 196.00 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $905k | -14% | 3.3k | 273.80 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $890k | 4.4k | 202.16 |
|
|
| Ishares Tr Msci Indonia Etf (EIDO) | 0.0 | $882k | NEW | 40k | 22.32 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $870k | 12k | 75.32 |
|
|
| Sabine Rty Tr Unit Ben Int (SBR) | 0.0 | $860k | 13k | 67.78 |
|
|
| White Mountains Insurance Gp (WTM) | 0.0 | $856k | 569.00 | 1505.01 |
|
|
| ConocoPhillips (COP) | 0.0 | $850k | -7% | 7.3k | 116.07 |
|
| Vanguard World Mega Cap Index (MGC) | 0.0 | $839k | -8% | 5.0k | 169.28 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $839k | -16% | 16k | 51.31 |
|
| Championx Corp (CHX) | 0.0 | $836k | -28% | 29k | 29.21 |
|
| FleetCor Technologies | 0.0 | $815k | +15% | 2.9k | 282.61 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $814k | 1.8k | 453.24 |
|
|
| Emerson Electric (EMR) | 0.0 | $801k | -5% | 8.2k | 97.33 |
|
| Ingersoll Rand (IR) | 0.0 | $781k | 10k | 77.34 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $778k | +4% | 16k | 49.22 |
|
| Lincoln National Corporation (LNC) | 0.0 | $776k | 29k | 26.97 |
|
|
| Netflix (NFLX) | 0.0 | $774k | +26% | 1.6k | 486.88 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $758k | 4.3k | 175.22 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $748k | -47% | 3.3k | 225.51 |
|
| TowneBank (TOWN) | 0.0 | $742k | NEW | 25k | 29.76 |
|
| BlackRock (BLK) | 0.0 | $719k | +40% | 886.00 | 811.80 |
|
| Teleflex Incorporated (TFX) | 0.0 | $718k | 2.9k | 249.34 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $718k | -17% | 16k | 46.04 |
|
| Abrdn Palladium Etf Trust Physical Palladm (PALL) | 0.0 | $716k | -16% | 7.1k | 101.09 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $715k | +17% | 3.8k | 189.47 |
|
| Genelux Corporation (GNLX) | 0.0 | $705k | 50k | 14.01 |
|
|
| Ishares Tr New Zealand Etf (ENZL) | 0.0 | $700k | -64% | 14k | 48.49 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $697k | +4% | 9.0k | 77.02 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $694k | 7.9k | 88.36 |
|
|
| Ishares Msci Brazil Etf (EWZ) | 0.0 | $687k | NEW | 20k | 34.96 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $670k | +30% | 9.0k | 74.58 |
|
| Ida (IDA) | 0.0 | $666k | NEW | 6.8k | 98.32 |
|
| Key (KEY) | 0.0 | $660k | NEW | 46k | 14.40 |
|
| General Dynamics Corporation (GD) | 0.0 | $639k | +2% | 2.5k | 259.67 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $631k | 4.2k | 149.48 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $619k | +8% | 1.8k | 337.36 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $599k | -4% | 1.9k | 310.96 |
|
| Paramount Global Class B Com (PARA) | 0.0 | $593k | -2% | 40k | 14.79 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $577k | -2% | 8.0k | 72.43 |
|
| Starbucks Corporation (SBUX) | 0.0 | $575k | -8% | 6.0k | 96.02 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $559k | 3.1k | 179.18 |
|
|
| Williams Companies (WMB) | 0.0 | $555k | +6% | 16k | 34.83 |
|
| Jacobs Engineering Group (J) | 0.0 | $539k | 4.2k | 129.80 |
|
|
| BorgWarner (BWA) | 0.0 | $536k | 15k | 35.85 |
|
|
| Clorox Company (CLX) | 0.0 | $531k | 3.7k | 142.59 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $520k | 4.0k | 128.43 |
|
|
| Travelers Companies (TRV) | 0.0 | $518k | -8% | 2.7k | 190.49 |
|
| Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) | 0.0 | $514k | 17k | 30.81 |
|
|
| Ishares Msci Aust Etf (EWA) | 0.0 | $514k | NEW | 21k | 24.34 |
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.0 | $510k | 11k | 48.13 |
|
|
| Glacier Ban (GBCI) | 0.0 | $503k | 12k | 41.32 |
|
|
| Ishares Msci Cda Etf (EWC) | 0.0 | $498k | NEW | 14k | 36.68 |
|
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $488k | 13k | 38.93 |
|
|
| WD-40 Company (WDFC) | 0.0 | $488k | 2.0k | 239.07 |
|
|
| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $487k | -13% | 25k | 19.40 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $467k | 4.5k | 103.45 |
|
|
| Dupont De Nemours (DD) | 0.0 | $451k | 5.9k | 76.93 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $434k | 1.8k | 241.77 |
|
|
| CSX Corporation (CSX) | 0.0 | $424k | NEW | 12k | 34.67 |
|
| Paypal Holdings (PYPL) | 0.0 | $419k | -50% | 6.8k | 61.41 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $414k | -11% | 5.0k | 82.04 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $406k | +54% | 7.8k | 52.04 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $401k | +26% | 10k | 40.06 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $395k | +5% | 3.1k | 126.71 |
|
| Sempra Energy (SRE) | 0.0 | $395k | +2% | 5.3k | 74.73 |
|
| Williams-Sonoma (WSM) | 0.0 | $383k | 1.9k | 201.78 |
|
|
| Clean Energy Fuels (CLNE) | 0.0 | $383k | 100k | 3.83 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $382k | 1.7k | 224.88 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $382k | 2.7k | 139.03 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $382k | 1.6k | 240.82 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $361k | 2.2k | 164.42 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $357k | -6% | 3.3k | 109.37 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $356k | 3.4k | 105.23 |
|
|
| 3M Company (MMM) | 0.0 | $355k | -3% | 3.2k | 109.32 |
|
| Ford Motor Company (F) | 0.0 | $350k | +9% | 29k | 12.19 |
|
| Ishares Tr Msci Uk Etf New (EWU) | 0.0 | $349k | NEW | 11k | 33.05 |
|
| WesBan (WSBC) | 0.0 | $346k | 11k | 31.37 |
|
|
| Ishares Msci Pac Jp Etf (EPP) | 0.0 | $346k | -20% | 8.0k | 43.41 |
|
| Ishares Msci Taiwan Etf (EWT) | 0.0 | $342k | NEW | 7.4k | 46.03 |
|
| ON Semiconductor (ON) | 0.0 | $341k | 4.1k | 83.53 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $339k | 1.2k | 294.88 |
|
|
| Waste Management (WM) | 0.0 | $333k | 1.9k | 179.10 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $325k | -86% | 6.7k | 48.48 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $312k | 4.8k | 65.06 |
|
|
| Ishares Tr Gov/cred Bd Etf (GBF) | 0.0 | $310k | -60% | 3.0k | 105.23 |
|
| Booking Holdings (BKNG) | 0.0 | $305k | 86.00 | 3547.22 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $304k | 8.2k | 36.96 |
|
|
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.0 | $303k | -10% | 3.5k | 87.18 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $302k | +23% | 4.3k | 69.34 |
|
| Darden Restaurants (DRI) | 0.0 | $300k | 1.8k | 164.30 |
|
|
| S&p Global (SPGI) | 0.0 | $297k | -18% | 675.00 | 440.52 |
|
| Fidelity National Information Services (FIS) | 0.0 | $288k | -90% | 4.8k | 60.07 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $287k | -2% | 7.1k | 40.12 |
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.0 | $285k | 11k | 26.55 |
|
|
| Spdr Ser Tr Bloomberg Intl (IBND) | 0.0 | $284k | 9.5k | 29.93 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $283k | 3.7k | 77.39 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $274k | 575.00 | 477.05 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $272k | 3.3k | 82.96 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $269k | 1.9k | 144.48 |
|
|
| Applied Materials (AMAT) | 0.0 | $268k | 1.7k | 162.07 |
|
|
| Freshworks Class A Com (FRSH) | 0.0 | $268k | 11k | 23.49 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $264k | NEW | 10k | 26.11 |
|
| Hp (HPQ) | 0.0 | $264k | NEW | 8.8k | 30.09 |
|
| State Street Corporation (STT) | 0.0 | $263k | 3.4k | 77.46 |
|
|
| General Mills (GIS) | 0.0 | $262k | 4.0k | 65.14 |
|
|
| Curtiss-Wright (CW) | 0.0 | $260k | 1.2k | 222.79 |
|
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $259k | -28% | 5.4k | 47.79 |
|
| Barrick Gold Corp (GOLD) | 0.0 | $259k | +12% | 14k | 18.09 |
|
| O'reilly Automotive (ORLY) | 0.0 | $253k | +8% | 266.00 | 950.08 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $252k | -6% | 249.00 | 1010.75 |
|
| Servicenow (NOW) | 0.0 | $240k | NEW | 339.00 | 707.06 |
|
| Ishares Msci Austria Etf (EWO) | 0.0 | $236k | NEW | 11k | 21.61 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $233k | 4.3k | 54.08 |
|
|
| Realty Income (O) | 0.0 | $227k | -4% | 4.0k | 57.42 |
|
| Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $226k | 1.2k | 190.96 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $221k | NEW | 351.00 | 629.91 |
|
| Pulte (PHM) | 0.0 | $219k | NEW | 2.1k | 103.22 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $215k | NEW | 830.00 | 259.51 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $210k | NEW | 3.9k | 53.97 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $210k | NEW | 2.5k | 82.26 |
|
| Exchange Traded Concepts Tr Robo Glb Etf (ROBO) | 0.0 | $209k | NEW | 3.7k | 57.30 |
|
| Martin Marietta Materials (MLM) | 0.0 | $207k | NEW | 415.00 | 499.00 |
|
| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.0 | $206k | 10k | 19.74 |
|
|
| Marathon Oil Corporation (MRO) | 0.0 | $203k | 8.4k | 24.16 |
|
|
| Roper Industries (ROP) | 0.0 | $203k | NEW | 372.00 | 545.17 |
|
| Valero Energy Corporation (VLO) | 0.0 | $202k | 1.6k | 130.00 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $201k | NEW | 701.00 | 286.24 |
|
| Kopin Corporation (KOPN) | 0.0 | $193k | 95k | 2.03 |
|
|
| Gevo Com Par (GEVO) | 0.0 | $118k | 101k | 1.16 |
|
|
| Fathom Holdings (FTHM) | 0.0 | $68k | NEW | 19k | 3.59 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $43k | -95% | 13k | 3.42 |
|
| Blend Labs Cl A (BLND) | 0.0 | $37k | NEW | 14k | 2.55 |
|
| Cue Health (HLTH) | 0.0 | $2.3k | 14k | 0.16 |
|
|
| Meta Materials | 0.0 | $1.3k | 20k | 0.07 |
|
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 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
- AMG National Trust Bank 2021 Q3 filed Oct. 28, 2021
- AMG National Trust Bank 2021 Q2 filed Aug. 3, 2021
- AMG National Trust Bank 2021 Q1 filed May 11, 2021
- AMG National Trust Bank 2020 Q4 restated filed Feb. 10, 2021
- AMG National Trust Bank 2020 Q4 filed Jan. 29, 2021
- AMG National Trust Bank 2020 Q3 filed Oct. 22, 2020
- AMG National Trust Bank 2020 Q2 filed Aug. 13, 2020