First Citizens Financial Corp Reduced Holdings in Q4 2025

First Citizens Financial Corp

  • $199 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-13.5K
- 60.04%
$74.09 - $75.1 $998K - $1.01M
8.97K $664K
JPIB
Jpmorgan International Bond Op

ETFs
-12.4K
- 38.28%
$48.68 - $49.38 $601K - $610K
19.9K $973K
JPM
Jpmorgan Chase & CO

Financial Services
-945
- 8.73%
$294.11 - $320.41 $278K - $303K
9.88K $2.97M
HD
Home Depot, Inc.

Consumer Cyclical
-419
- 7.81%
$358.03 - $397.02 $150K - $166K
4.95K $1.77M
META
Meta Platforms, Inc.

Communication Services
-331
- 24.92%
$609.01 - $751.67 $202K - $249K
997 $607K
MSFT
Microsoft Corp

Technology
-539
- 6.3%
$496.82 - $542.07 $268K - $292K
8.02K $4.07M
IYF
Ishares Tr

ETFs
-1.57K
- 2.81%
$120.85 - $126.31 $190K - $199K
54.4K $6.73M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-6.82K
- 24.22%
$47.34 - $48.01 $323K - $327K
21.3K $1.01M
IYC
Ishares U.S. Consumer Discreti

ETFs
-952
- 1.87%
$100.77 - $104.82 $95.9K - $99.8K
49.9K $5.03M
NVDA
Nvidia Corp

Technology
-1.33K
- 13.34%
$179.83 - $207.04 $238K - $275K
8.62K $1.61M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-289
- 0.56%
$125.45 - $131.1 $36.3K - $37.9K
51K $6.5M
IYR
Ishares Tr

ETFs
-1.5K
- 7.43%
$93.69 - $98.5 $141K - $148K
18.7K $1.78M
AMZN
Amazon Com Inc

Consumer Cyclical
-1K
- 21.57%
$213.04 - $254.0 $213K - $254K
3.64K $854K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.96K
- 20.55%
$77.73 - $78.84 $152K - $155K
7.58K $590K
IYJ
Ishares Tr

ETFs
-411
- 1.23%
$142.48 - $148.68 $58.6K - $61.1K
33.1K $4.73M
AVGO
Broadcom Inc.

Technology
-443
- 25.31%
$324.63 - $385.98 $144K - $171K
1.31K $447K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.04K
- 4.96%
$191.01 - $199.18 $198K - $206K
19.8K $3.86M
IVW
Ishares S&P 500 Growth ETF

ETFs
-997
- 5.8%
$118.29 - $126.28 $118K - $126K
16.2K $1.96M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-325
- 10.24%
$178.37 - $198.46 $58K - $64.5K
2.85K $524K
BAC
Bank Of America Corp

Financial Services
-2.15K
- 13.39%
$48.65 - $54.11 $105K - $116K
13.9K $716K
IYW
Ishares Dj Us Tech ETF

ETFs
-2.08K
- 2.25%
$192.8 - $211.27 $401K - $439K
90.3K $18M
GLW
Corning Inc

Technology
-1.28K
- 12.27%
$82.06 - $90.29 $105K - $116K
9.18K $753K
IDU
Ishares Tr U S Utils ETF

ETFs
-1.07K
- 5.99%
$111.15 - $116.84 $119K - $125K
16.8K $1.88M
IEFA
Ishares Tr

ETFs
-1.37K
- 13.07%
$86.09 - $89.88 $118K - $123K
9.08K $805K
COF
Capital One Financial Corp

Financial Services
-393
- 18.94%
$201.01 - $225.01 $79K - $88.4K
1.68K $338K
PG
Procter & Gamble CO

Consumer Defensive
-438
- 10.64%
$145.5 - $153.18 $63.7K - $67.1K
3.68K $536K
HON
Honeywell International Inc

Industrials
-278
- 11.12%
$194.07 - $220.67 $54K - $61.3K
2.22K $435K
IYK
Ishares U.S. Consumer Staples

ETFs
-929
- 2.35%
$66.27 - $69.53 $61.6K - $64.6K
38.7K $2.63M
PM
Philip Morris International Inc.

Consumer Defensive
-358
- 14.29%
$144.33 - $160.86 $51.7K - $57.6K
2.15K $327K
MCD
Mcdonalds Corp

Consumer Cyclical
-253
- 7.35%
$293.81 - $310.11 $74.3K - $78.5K
3.19K $972K
SO
Southern CO

Utilities
-650
- 18.28%
$90.58 - $99.72 $58.9K - $64.8K
2.91K $263K
ABBV
Abb Vie Inc.

Healthcare
-365
- 6.43%
$211.96 - $244.38 $77.4K - $89.2K
5.31K $1.24M
GS
Goldman Sachs Group Inc

Financial Services
-34
- 1.57%
$744.6 - $838.97 $25.3K - $28.5K
2.13K $1.65M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.28K
- 2.79%
$92.24 - $96.56 $210K - $220K
79.3K $7.56M
V
Visa Inc.

Financial Services
-7
- 0.19%
$325.75 - $352.42 $2.28K - $2.47K
3.62K $1.18M
MLM
Martin Marietta Materials Inc

Basic Materials
-74
- 17.75%
$596.44 - $656.85 $44.1K - $48.6K
343 $204K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.33K
- 4.62%
$57.9 - $61.26 $77.1K - $81.5K
27.5K $1.65M
DHR
Danaher Corp

Healthcare
-400
- 28.09%
$202.46 - $223.01 $81K - $89.2K
1.02K $225K
IYM
Ishares Tr

ETFs
-159
- 1.74%
$139.22 - $151.57 $22.1K - $24.1K
8.97K $1.3M
AAPL
Apple Inc.

Technology
-1.25K
- 5.71%
$245.27 - $275.25 $307K - $345K
20.7K $5.53M
XOM
Exxon Mobil Corp

Energy
-517
- 16.73%
$110.64 - $119.78 $57.2K - $61.9K
2.57K $302K
DUK
Duke Energy Corp

Utilities
-383
- 12.07%
$121.57 - $129.03 $46.6K - $49.4K
2.79K $349K
UNP
Union Pacific Corp

Industrials
-7
- 0.26%
$216.37 - $237.41 $1.51K - $1.66K
2.66K $588K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-46
- 1.21%
$245.79 - $258.02 $11.3K - $11.9K
3.77K $926K
ADI
Analog Devices Inc

Technology
-82
- 8.6%
$225.32 - $246.37 $18.5K - $20.2K
871 $200K
OEF
Ishares S&P 100 ETF

ETFs
-121
- 4.18%
N/A
2.77K $737K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-590
- 12.88%
$50.85 - $51.0 $30K - $30.1K
3.99K $203K
KO
Coca Cola CO

Consumer Defensive
-848
- 11.7%
$66.1 - $71.61 $56.1K - $60.7K
6.4K $452K
TT
Trane Technologies PLC

Industrials
-52
- 4.71%
$408.5 - $448.65 $21.2K - $23.3K
1.05K $439K
Activity Summary
Buys All Purchases 36 New Holdings 3 Increased Positions 33 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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