FIRST NATIONAL CORP /MA/ /ADV

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    rockland, MA
  • CIK
    0000816192
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

153

$441.71M
SPY, SCHB, GQ9, PROSHARES TR
13F-HR
Jan 29, 2025
000195175725000142

145

$449.60M
SPY, GQ9, SCHB, SH
13F-HR
Oct 8, 2024
000195175724000989

155

$419.87M
SPY, SCHB, USFR, SCHX
13F-HR
Jul 12, 2024
000195175724000496

154

$406.80M
SCHB, SPY, USFR, AAPL
13F-HR
Apr 15, 2024
000195175724000277

154

$407.54M
SCHB, SPY, USFR, AAPL
13F-HR
Jan 18, 2024
000195175724000056

147

$372.40M
SCHB, SPY, USFR, AAPL
13F-HR
Oct 24, 2023
000195175723000591

157

$421.27M
SCHB, SPY, VANGUARD WORLD FDS, USFR
13F-HR
Jul 31, 2023
000195175723000446

164

$420.39M
SCHB, SPY, VANGUARD WORLD FDS, TLT
13F-HR
Apr 28, 2023
000081619223000001

154

$404.52M
TLT, SCHB, VANGUARD WORLD FDS, SPY
13F-HR
Jan 26, 2023
000195175723000070

152

$365.31M
VANGUARD WORLD FDS, TLT, SPY, SCHB
13F-HR
Oct 24, 2022
000081619222000004

154

$382.34M
TLT, VANGUARD WORLD FDS, STIP, SPY
13F-HR
Jul 18, 2022
000081619222000003

163

$471.75M
TLT, SCHB, SPY, STIP
13F-HR
Apr 26, 2022
000081619222000002

159

$447.21M
SCHB, SOXX, SPY, AAPL
13F-HR
Jan 28, 2022
000081619222000001

161

$445.96M
TLT, SCHB, SOXX, SPY
13F-HR
Nov 9, 2021
000081619221000005

140

$291.40M
SOXX, SCHB, SCHH, SCHF
RESTATEMENT
Jul 30, 2021
000081619221000004

152

$403.05M
SCHB, SOXX, TLT, SPY
13F-HR
May 10, 2021
000081619221000002

150

$367.11M
SCHB, SOXX, SCHF, SPY
13F-HR
Feb 8, 2021
000081619221000001

146

$320.92M
VB, QLD, VO, STIP
13F-HR
Oct 22, 2020
000081619220000004

141

$291.12M
SOXX, SCHB, SCHH, SCHF
13F-HR
Jul 21, 2020
000081619220000003

134

$153.70M
KRE, LLY, KRE, PFF
13F-HR
Apr 16, 2020
000081619220000002

145

$268.77M
SCHB, SOXX, SCHA, SCHM
13F-HR
Jan 31, 2020
000081619220000001

141

$248.21M
SCHB, SOXX, SCHA, TLT
13F-HR
Oct 24, 2019
000081619219000010

137

$242.22M
SCHB, SOXX, SCHA, SCHM
13F-HR
Jul 30, 2019
000081619219000009

487

$240.37M
SCHB, SCHM, SOXX, SCHA
RESTATEMENT
Jun 18, 2019
000081619219000008

411

$217.04M
SCHB, TLT, SCHA, SCHM
13F-HR
Jun 12, 2019
000081619219000006