First American Trust, Fsb Purchases in Q3 2025

First American Trust, Fsb

  • $1.32 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
426
+ 10.08%
$58.75 - $76.5 $25K - $32.6K
4.65K $350K
IWB
Ishares Tr Russell 1000 ETF

ETFs
4
+ 0.18%
$339.37 - $366.46 $1.36K - $1.47K
2.2K $804K
IWR
Ishares Russell Mid Cap ETF

ETFs
244
+ 4.07%
$92.26 - $97.51 $22.5K - $23.8K
6.24K $602K
DFAS
Dimensional ETF Tr U S Small C

ETFs
27
+ 0.27%
$63.41 - $69.69 $1.71K - $1.88K
9.98K $683K
HYD
Vaneck High Yield Muni ETF

ETFs
764
+ 5.8%
$48.85 - $50.94 $37.3K - $38.9K
13.9K $709K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
480
+ 11.73%
$62.09 - $66.51 $29.8K - $31.9K
4.57K $298K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
781
+ 2.04%
$50.82 - $51.09 $39.7K - $39.9K
39.1K $2M
TJX
Tjx Companies Inc

Consumer Cyclical
50
+ 2.96%
$121.35 - $144.54 $6.07K - $7.23K
1.74K $251K
LOW
Lowes Companies Inc

Consumer Cyclical
16
+ 1.42%
$215.01 - $273.02 $3.44K - $4.37K
1.14K $287K
NVS
Novartis Ag

Healthcare
1
+ 0.02%
$113.5 - $129.73 $114 - $130
4.86K $622K
CEG
Constellation Energy Corp

Utilities
74
+ 5.65%
$298.82 - $354.89 $22.1K - $26.3K
1.38K $455K
PFE
Pfizer Inc

Healthcare
497
+ 4.4%
$23.29 - $25.88 $11.6K - $12.9K
11.8K $300K
VO
Vanguard Mid Cap ETF

ETFs
26
+ 1.97%
$279.83 - $293.74 $7.28K - $7.64K
1.35K $395K
EXPD
Expeditors International Of Washington Inc

Industrials
13
+ 0.5%
$111.37 - $124.95 $1.45K - $1.62K
2.63K $321K
IEF
Ishares Barclays

ETFs
79
+ 0.35%
$93.91 - $97.26 $7.42K - $7.68K
22.4K $2.16M
USB
Us Bancorp \De\

Financial Services
116
+ 2.12%
$43.94 - $50.41 $5.1K - $5.85K
5.58K $269K
ADI
Analog Devices Inc

Technology
17
+ 0.88%
$220.68 - $255.63 $3.75K - $4.35K
1.94K $477K
VICI
Vici Properties Inc.

Real Estate
198
+ 0.07%
$31.43 - $33.93 $6.22K - $6.72K
288K $9.38M
MA
Mastercard Inc

Financial Services
7
+ 1.05%
$550.18 - $598.96 $3.85K - $4.19K
671 $381K
TXN
Texas Instruments Inc

Technology
30
+ 0.94%
N/A
3.22K $626K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
8
+ 0.34%
$101.12 - $106.18 $809 - $849
2.35K $241K
Oakhurst Income Fund
4.47K
+ 3.16%
N/A
146K $0
Airex
162
New
N/A
162 $0
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.15%
N/A
1.34K $244K
Idirect Private
6.55K
New
N/A
6.55K $0
Pimco
164K
+ 35.07%
N/A
631K $0
Goldman Sachs Trust
51.2K
New
N/A
51.2K $0
Blue Owl Credit Income Corp
35.1K
+ 9.54%
N/A
403K $0
Nuveen
8.99K
+ 44.21%
N/A
29.3K $0
Linde PLC
17
+ 1.88%
N/A
920 $0
Goldman Sachs Trust
8.08K
New
N/A
8.08K $0
Tpg Twin Brook
5.97K
+ 75.43%
N/A
13.9K $0
Ge Vernova Inc.
80
+ 19.56%
N/A
489 $0
Simplify
533
+ 0.36%
N/A
148K $0
ICE
Intercontinental Exchange, Inc.

Financial Services
16
+ 0.87%
$167.28 - $188.45 $2.68K - $3.02K
1.85K $311K
DE
Deere & CO

Industrials
3
+ 0.23%
$457.26 - $524.37 $1.37K - $1.57K
1.31K $599K
ISRG
Intuitive Surgical Inc

Healthcare
8
+ 1.0%
$433.66 - $544.47 $3.47K - $4.36K
807 $360K
ABT
Abbott Laboratories

Healthcare
392
+ 0.34%
$120.51 - $136.62 $47.2K - $53.6K
114K $15.3M
FCX
Freeport Mcmoran Inc

Basic Materials
464
+ 0.61%
$35.34 - $47.21 $16.4K - $21.9K
76.3K $2.99M
EOG
Eog Resources Inc

Energy
1.09K
+ 1.77%
$112.12 - $126.1 $122K - $137K
62.3K $6.99M
DIS
Walt Disney CO

Communication Services
535
+ 1.16%
$112.25 - $124.0 $60.1K - $66.3K
46.7K $5.34M
BSX
Boston Scientific Corp

Healthcare
237
+ 0.29%
$97.03 - $108.14 $23K - $25.6K
80.9K $7.9M
Activity Summary
Buys All Purchases 143 New Holdings 21 Increased Positions 122 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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