FIRST NATIONAL CORP /MA/ /ADV has disclosed 154 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-03-31. The current portfolio value is calculated to be $407.00 Mil. The turnover rate is 0%.
In FIRST NATIONAL CORP /MA/ /ADV's current portfolio as of 2024-03-31, the top 5 holdings are
Schwab U.S. Broad Market ETF (SCHB), S&P 500 ETF TRUST ETF (SPY), WisdomTree Floating Rate Treasury Fund (USFR), Apple Inc (AAPL), Schwab US Dividend Equity ETF (SCHD), not including call and put options.
FIRST NATIONAL CORP /MA/ /ADV did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for FIRST NATIONAL CORP /MA/ /ADV, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for FIRST NATIONAL CORP /MA/ /ADV, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for FIRST NATIONAL CORP /MA/ /ADV.
