CIK 816192
FIRST NATIONAL CORP /MA/ /ADV
Institutional 13F holdings & portfolio
Holdings
174
Portfolio Value
$1M+
Latest Report
Sep 30, 2025
Report Periods
5
Holdings
13F filings as of Sep 30, 2025 · Showing 51–100 of 174
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJH | ISHARES TR | 32K | $1M+ | SH |
| IJR | ISHARES TR | 17K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 76K | $1M+ | SH |
| TFI | SPDR SERIES TRUST | 44K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 10K | $1M+ | SH |
| WTRG | ESSENTIAL UTILS INC | 45K | $1M+ | SH |
| FREL | FIDELITY COVINGTON TRUST | 62K | $1M+ | SH |
| HTO | H2O AMERICA | 36K | $1M+ | SH |
| AWR | AMER STATES WTR CO | 24K | $1M+ | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 12K | $1M+ | SH |
| CWT | CALIFORNIA WTR SVC GROUP | 36K | $1M+ | SH |
| LEG | LEGGETT & PLATT INC | 178K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 42K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 5K | $1M+ | SH |
| IEFA | ISHARES TR | 16K | $1M+ | SH |
| HDV | ISHARES TR | 11K | $1M+ | SH |
| CORP | PIMCO ETF TR | 14K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| ABT | ABBOTT LABS | 10K | $1M+ | SH |
| GME | GAMESTOP CORP NEW | 47K | $1M+ | SH |
| SPYX | SPDR SERIES TRUST | 23K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 22K | $1M+ | SH |
| SPTL | SPDR SERIES TRUST | 43K | $1M+ | SH |
| ABBV | ABBVIE INC | 5K | $1M+ | SH |
| ESGV | VANGUARD WORLD FD | 9K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 9K | $1M+ | SH |
| IWV | ISHARES TR | 3K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 10K | $1M+ | SH |
| TSLA | TESLA INC | 2K | $1M+ | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 36K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 2K | $1M+ | SH |
| MRK | MERCK & CO INC | 11K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 6K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| JIVE | J P MORGAN EXCHANGE TRADED F | 12K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 3K | $500K+ | SH |
| SO | SOUTHERN CO | 8K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 17K | $500K+ | SH |
| IVW | ISHARES TR | 6K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| CSW | CSW INDUSTRIALS INC | 3K | $500K+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 15K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| EFAX | SPDR INDEX SHS FDS | 13K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |