First Citizens Financial Corp Incresed Positions in Q4 2024

First Citizens Financial Corp

  • $183 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.32K
+ 5.91%
$221.69 - $259.02 $294K - $343K
23.7K $5.94M
V
Visa Inc.

Financial Services
1.86K
+ 108.45%
$273.87 - $320.91 $509K - $597K
3.58K $1.13M
PULS
Pgim ETF Tr

ETFs
10.3K
+ 11.7%
$49.51 - $49.79 $512K - $515K
98.7K $4.89M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.76K
+ 7.39%
$50.37 - $50.6 $441K - $443K
127K $6.41M
JPM
Jpmorgan Chase & CO

Financial Services
360
+ 3.43%
$205.18 - $250.29 $73.9K - $90.1K
10.9K $2.6M
WFC
Wells Fargo & Company

Financial Services
2.5K
+ 67.51%
$54.98 - $77.35 $137K - $193K
6.2K $435K
QQQ
Invesco Qqq Trust, Series 1

ETFs
203
+ 5.0%
$481.22 - $538.17 $97.7K - $109K
4.27K $2.18M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.91K
+ 12.48%
$49.03 - $53.35 $142K - $155K
26.2K $1.34M
JPIE
J P Morgan Exchange Traded Fd
4.81K
+ 12.11%
$45.59 - $46.25 $219K - $222K
44.5K $2.03M
AMZN
Amazon Com Inc

Consumer Cyclical
508
+ 32.4%
$180.88 - $232.93 $91.9K - $118K
2.08K $455K
XLC
Select Sector Spdr Tr Communic

ETFs
1.1K
+ 47.62%
$89.66 - $102.16 $98.5K - $112K
3.41K $329K
CSCO
Cisco Systems, Inc.

Technology
900
+ 8.79%
$52.45 - $60.02 $47.2K - $54K
11.1K $659K
BAC
Bank Of America Corp

Financial Services
925
+ 5.93%
$39.22 - $47.77 $36.3K - $44.2K
16.5K $726K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.28K
+ 12.67%
$71.75 - $75.11 $164K - $171K
20.3K $1.46M
NVDA
Nvidia Corp

Technology
34
+ 0.52%
$117.0 - $148.88 $3.98K - $5.06K
6.59K $884K
XOM
Exxon Mobil Corp

Energy
1K
+ 46.15%
$105.51 - $125.37 $106K - $125K
3.17K $340K
IVW
Ishares S&P 500 Growth ETF

ETFs
314
+ 3.46%
$94.43 - $105.47 $29.7K - $33.1K
9.39K $953K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.41K
+ 20.5%
$74.5 - $78.37 $105K - $110K
8.26K $617K
META
Meta Platforms, Inc.

Communication Services
96
+ 14.33%
$554.08 - $632.68 $53.2K - $60.7K
766 $451K
PHYL
Pgim ETF Tr

ETFs
2.64K
+ 7.79%
$34.74 - $35.59 $91.8K - $94K
36.6K $1.27M
HON
Honeywell International Inc

Industrials
74
+ 3.89%
$202.84 - $236.0 $15K - $17.5K
1.98K $446K
XLK
Technology Sector Spdr

ETFs
150
+ 7.48%
$220.26 - $241.44 $33K - $36.2K
2.16K $501K
GLW
Corning Inc

Technology
500
+ 4.99%
$44.11 - $49.76 $22.1K - $24.9K
10.5K $499K
JPIB
Jpmorgan International Bond Op

ETFs
1.44K
+ 5.83%
$47.26 - $48.47 $68.1K - $69.8K
26.2K $1.24M
KO
Coca Cola CO

Consumer Defensive
1.4K
+ 23.93%
$61.74 - $71.71 $86.4K - $100K
7.25K $451K
OEF
Ishares S&P 100 ETF

ETFs
67
+ 2.72%
N/A
2.53K $672K
MO
Altria Group, Inc.

Consumer Defensive
200
+ 4.76%
$49.06 - $57.74 $9.81K - $11.5K
4.4K $230K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
1.27K
+ 2.47%
$18.59 - $18.8 $23.6K - $23.9K
52.6K $979K
ABT
Abbott Laboratories

Healthcare
115
+ 6.34%
$111.93 - $119.39 $12.9K - $13.7K
1.93K $218K
XLE
Energy Sector Spdr

ETFs
93
+ 3.11%
$83.32 - $97.27 $7.75K - $9.05K
3.08K $264K
RTX
Raytheon Technologies Corp

Industrials
175
+ 4.86%
$114.45 - $127.21 $20K - $22.3K
3.78K $437K
TT
Trane Technologies PLC

Industrials
29
+ 4.63%
$369.35 - $419.14 $10.7K - $12.2K
656 $242K
XLI
Industrial Sector Spdr

ETFs
25
+ 1.67%
$131.76 - $143.99 $3.29K - $3.6K
1.52K $200K
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.03K
+ 4.35%
$46.07 - $48.17 $47.6K - $49.8K
24.8K $1.14M
PFG
Principal Financial Group Inc

Financial Services
261
+ 8.0%
$74.91 - $91.26 $19.6K - $23.8K
3.52K $272K
PG
Procter & Gamble CO

Consumer Defensive
20
+ 0.56%
$161.05 - $179.7 $3.22K - $3.59K
3.6K $603K
SO
Southern CO

Utilities
100
+ 2.86%
$81.5 - $94.15 $8.15K - $9.42K
3.59K $295K
XLV
Select Sector Spdr Fund Health

ETFs
38
+ 2.61%
$136.28 - $154.74 $5.18K - $5.88K
1.49K $205K
EMGF
Ishares Msci Emerging Markets

ETFs
1.11K
+ 6.79%
$45.23 - $51.49 $50.2K - $57.1K
17.4K $788K
MSFT
Microsoft Corp

Technology
93
+ 1.28%
$406.35 - $454.46 $37.8K - $42.3K
7.34K $3.09M
NEAR
Blackrock Short Maturity Bond

ETFs
259
+ 0.42%
$50.28 - $51.08 $13K - $13.2K
62.3K $3.14M
MCD
Mcdonalds Corp

Consumer Cyclical
28
+ 1.01%
$288.47 - $316.54 $8.08K - $8.86K
2.79K $809K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
32
+ 0.31%
$442.29 - $483.08 $14.2K - $15.5K
10.4K $4.72M
HD
Home Depot, Inc.

Consumer Cyclical
53
+ 1.01%
$385.02 - $431.37 $20.4K - $22.9K
5.32K $2.07M
EFG
Msci Eafe Growth ETF

ETFs
127
+ 1.54%
$96.83 - $106.88 $12.3K - $13.6K
8.38K $810K
LLY
Eli Lilly & CO

Healthcare
5
+ 0.14%
$727.2 - $932.06 $3.64K - $4.66K
3.61K $2.79M
Activity Summary
Buys All Purchases 53 New Holdings 6 Increased Positions 47 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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