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 101–150 of 174
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TIP | ISHARES TR | 5K | $500K+ | SH |
| USSG | DBX ETF TR | 10K | $500K+ | SH |
| WMT | WALMART INC | 6K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 4K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 2K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 7K | $500K+ | SH |
| CSCO | CISCO SYS INC | 8K | $500K+ | SH |
| FNDC | SCHWAB STRATEGIC TR | 12K | $500K+ | SH |
| KEX | KIRBY CORP | 6K | $500K+ | SH |
| VLO | VALERO ENERGY CORP | 3K | $500K+ | SH |
| SPIP | SPDR SERIES TRUST | 20K | $500K+ | SH |
| IHF | ISHARES TR | 10K | $100K–$500K | SH |
| KO | COCA COLA CO | 7K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 3K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| PFF | ISHARES TR | 14K | $100K–$500K | SH |
| GNMA | ISHARES TR | 10K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 9K | $100K–$500K | SH |
| IBDR | ISHARES TR | 18K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 5K | $100K–$500K | SH |
| NUSC | NUSHARES ETF TR | 9K | $100K–$500K | SH |
| IBB | ISHARES TR | 3K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| FLOT | ISHARES TR | 7K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 2K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 3K | $100K–$500K | SH |
| INTC | INTEL CORP | 10K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 658 | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 395 | $100K–$500K | SH |
| XJH | ISHARES TR | 7K | $100K–$500K | SH |
| ADBE | ADOBE INC | 828 | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 4K | $100K–$500K | SH |
| BGRN | ISHARES TR | 6K | $100K–$500K | SH |
| PHB | INVESCO EXCH TRADED FD TR II | 15K | $100K–$500K | SH |
| T | AT&T INC | 10K | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 2K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 1K | $100K–$500K | SH |
| CAC | CAMDEN NATL CORP | 7K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |