CB
| |
Citizens Business Bank13F | |
| Citizens Business Bank | |
| Last update 2025-05-14 | 100 Stocks (3 new) |
| Value $461.00 Mil | Turnover 3 % |
Citizens Business Bank Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWR | iShares Russell Mid-Cap ETF | 626,204 | 53,271.2 | -0.05% | 11.560 | -0.01% | 0.140 | +17.04% | +6.90% | 43,430.4 | ||
VEA | Vanguard FTSE Developed Markets ETF | 847,563 | 43,081.6 | +2.26% | 9.350 | +0.21% | 0.030 | +12.11% | +21.29% | 160,177.0 | ||
NVDA | NVIDIA Corp | 168,562 | 18,268.8 | +0.32% | 3.960 | +0.01% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
FPEI |
First Trust Institutional Preferred Securities and Income ETF
First Trust Institutional Preferred Securities and Income ETF
| 937,794 | 17,536.8 | -5.99% | 3.800 | -0.21% | 1.150 | +4.01% | +1.28% | 1,622.2 | ||
AAPL | Apple Inc | 69,793 | 15,503.1 | +0.36% | 3.360 | +0.01% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
CVBF | CVB Financial Corp | 344,579 | 12,721.9 | -7.02% | 2.760 | -0.20% | 0.250 | +14.13% | -0.78% | 2,867.7 | Banks | |
PLTR | Palantir Technologies Inc | 134,845 | 11,380.9 | +0.27% | 2.470 | +0.01% | 0.010 | +58.60% | +97.10% | 351,792.1 | Software | |
AVGO | Broadcom Inc | 58,953 | 9,870.5 | -0.37% | 2.140 | -0.01% | 0.000 | +64.67% | +20.81% | 1,310,340.0 | Semiconductors | |
MSFT | Microsoft Corp | 24,799 | 9,309.3 | +0.68% | 2.020 | +0.01% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
SPY | SPDR S&P 500 ETF Trust | 15,540 | 8,692.9 | -49.95% | 1.890 | -1.70% | 0.000 | +19.62% | +7.94% | 648,846.5 |
Citizens Business Bank's Historical Top Holdings Breakdowns
Citizens Business Bank's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PWR | Quanta Services Inc | 2025-03-31 | Reduce Reduce | -1.96% | 236.71 ($288.97) 358.03 | $394.93 | 36.67% | Reduce -50.04% | 33,043 | -33,095 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -1.70% | 551.42 ($587.78) 612.93 | $628.86 | 6.99% | Reduce -49.95% | 15,540 | -15,506 | |
CRM | Salesforce Inc | 2025-03-31 | Sold Out Sold Out | -1.29% | 268.36 ($311.03) 359.95 | $263.59 | -15.25% | Sold Out | 0 | -20,710 | |
TRV | The Travelers Companies Inc | 2025-03-31 | Reduce Reduce | -1.01% | 232.43 ($249.13) 265.13 | $266.78 | 7.08% | Reduce -50.39% | 22,003 | -22,353 | |
SCHW | Charles Schwab Corp | 2025-03-31 | Reduce Reduce | -0.92% | 71.24 ($78.48) 83.64 | $95.39 | 21.55% | Reduce -49.74% | 66,955 | -66,259 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.90% | 154.33 ($181.36) 206.38 | $191.34 | 5.50% | Reduce -44.59% | 31,455 | -25,310 | |
REGN | Regeneron Pharmaceuticals Inc | 2025-03-31 | New Buy New Buy | +0.83% | 634.14 ($687.82) 744.83 | $560.93 | -18.45% | New holding | 6,011 | 6,011 | |
UBER | Uber Technologies Inc | 2025-03-31 | Reduce Reduce | -0.83% | 63.17 ($72.04) 81.49 | $91.79 | 27.42% | Reduce -49.81% | 74,161 | -73,601 | |
PANW | Palo Alto Networks Inc | 2025-03-31 | Reduce Reduce | -0.81% | 167.82 ($184.92) 208.28 | $196.73 | 6.39% | Reduce -48.5% | 25,172 | -23,702 | |
MRK | Merck & Co Inc | 2025-03-31 | Add Add | +0.72% | 83.01 ($93.37) 101.02 | $81.61 | -12.60% | Add 506.17% | 43,947 | 36,697 |
Citizens Business Bank Total Holding History ($B)
Citizens Business Bank's Asset Allocation
Citizens Business Bank Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Citizens Business Bank's Hypothetical Growth since 2025-03-31
Citizens Business Bank's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Citizens Business Bank's Holdings Heat Map
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Citizens Business Bank's Holdings Bubble Chart
Citizens Business Bank News
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