First American Trust, Fsb Incresed Positions in Q3 2025

First American Trust, Fsb

  • $1.32 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
488
+ 26.95%
$237.77 - $353.61 $116K - $173K
2.3K $793K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.76K
+ 7.61%
$72.04 - $77.35 $126K - $136K
24.8K $1.9M
JPIB
Jpmorgan International Bond Op

ETFs
3.79K
+ 4.27%
$48.32 - $49.13 $183K - $186K
92.5K $4.54M
IWF
Ishares Russell 1000 Gr ETF

ETFs
322
+ 24.3%
$420.11 - $472.68 $135K - $152K
1.65K $771K
MMM
3 M CO

Industrials
268
+ 0.52%
$144.41 - $160.2 $38.7K - $42.9K
52.1K $8.09M
GLD
Spdr Gold Trust

ETFs
55
+ 1.64%
$300.96 - $355.47 $16.6K - $19.6K
3.41K $1.21M
NEAR
Blackrock Short Maturity Bond

ETFs
3.64K
+ 30.07%
$50.8 - $51.32 $185K - $187K
15.8K $808K
IEFA
Ishares Tr

ETFs
1.69K
+ 17.26%
$81.7 - $87.53 $138K - $148K
11.5K $1M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.04K
+ 3.97%
$49.78 - $50.75 $151K - $154K
79.6K $4.03M
PLTR
Palantir Technologies Inc.

Technology
1
+ 0.03%
$130.68 - $186.97 $131 - $187
3.91K $712K
PH
Parker Hannifin Corp

Industrials
1
+ 0.03%
$697.13 - $769.67 $697 - $770
2.91K $2.21M
GE
General Electric CO

Industrials
287
+ 16.28%
$244.75 - $305.63 $70.2K - $87.7K
2.05K $616K
SONY
Sony Group Corp

Technology
4.48K
+ 42.06%
$23.92 - $30.07 $107K - $135K
15.1K $436K
SO
Southern CO

Utilities
1.57K
+ 49.82%
$90.83 - $96.0 $142K - $150K
4.71K $445K
IDV
Ishares Tr

ETFs
523
+ 0.78%
$34.54 - $37.28 $18.1K - $19.5K
67.7K $2.48M
RSP
Invesco S&P 500 Equal Weight E

ETFs
713
+ 61.15%
$181.56 - $190.33 $129K - $136K
1.88K $356K
MS
Morgan Stanley

Financial Services
443
+ 10.74%
$139.09 - $161.16 $61.6K - $71.4K
4.57K $725K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
404
+ 0.74%
$32.11 - $34.92 $13K - $14.1K
55.3K $1.93M
LMT
Lockheed Martin Corp

Industrials
191
+ 16.99%
$410.74 - $499.21 $78.5K - $95.3K
1.32K $656K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.3K
+ 14.65%
$96.22 - $98.19 $125K - $127K
10.1K $993K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
23
+ 0.97%
$224.68 - $282.71 $5.17K - $6.5K
2.4K $669K
WELL
Welltower Inc.

Real Estate
19
+ 0.42%
$150.71 - $178.14 $2.86K - $3.38K
4.52K $804K
CSCO
Cisco Systems, Inc.

Technology
1.85K
+ 13.31%
$66.2 - $71.79 $122K - $133K
15.7K $1.08M
TIP
Ishares Tr Tips Bd ETF

ETFs
834
+ 6.05%
$109.11 - $111.88 $91K - $93.3K
14.6K $1.63M
IBM
International Business Machines Corp

Technology
419
+ 46.4%
$234.77 - $292.47 $98.4K - $123K
1.32K $373K
PEG
Public Service Enterprise Group Inc

Utilities
1.3K
+ 17.96%
$79.99 - $90.14 $104K - $117K
8.54K $712K
BX
Blackstone Inc.

Financial Services
28
+ 0.63%
$152.77 - $188.68 $4.28K - $5.28K
4.44K $759K
DGX
Quest Diagnostics Inc

Healthcare
699
+ 58.35%
N/A
1.9K $260K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
113
+ 1.3%
$132.9 - $142.03 $15K - $16K
8.79K $1.24M
SNOW
Snowflake Inc.

Technology
141
+ 0.61%
$191.73 - $241.0 $27K - $34K
23.4K $5.28M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
838
+ 21.01%
$70.77 - $73.59 $59.3K - $61.7K
4.83K $353K
XLE
Energy Sector Spdr

ETFs
558
+ 13.78%
$84.25 - $91.99 $47K - $51.3K
4.61K $411K
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
TJX
Tjx Companies Inc

Consumer Cyclical
50
+ 2.96%
$121.35 - $144.54 $6.07K - $7.23K
1.74K $251K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
781
+ 2.04%
$50.82 - $51.09 $39.7K - $39.9K
39.1K $2M
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
NKE
Nike, Inc.

Consumer Cyclical
691
+ 6.36%
$69.24 - $79.24 $47.8K - $54.8K
11.6K $805K
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
IEF
Ishares Barclays

ETFs
79
+ 0.35%
$93.91 - $97.26 $7.42K - $7.68K
22.4K $2.16M
EXPD
Expeditors International Of Washington Inc

Industrials
13
+ 0.5%
$111.37 - $124.95 $1.45K - $1.62K
2.63K $321K
USB
Us Bancorp \De\

Financial Services
116
+ 2.12%
$43.94 - $50.41 $5.1K - $5.85K
5.58K $269K
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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