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CIK: 0001388829
Total reported value
$4.9B
$4.9B
437 檔
21.8%
During the Q1 2025 filing period, AMG National Trust Bank (CIK: 0001388829) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.9B across 437 reported positions.
In Q1 2025, AMG National Trust Bank displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 437 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.49% | -0.18% | -1.39% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 9.00% | +0.55% | -0.26% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.84% | +0.45% | -2.46% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.46% | +0.45% | +22.51% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.96% | +0.29% | -4.33% | |
| 6 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.84% | -0.29% | +0.25% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 2.82% | -0.21% | +0.34% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.34% | -0.06% | +2.31% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.13% | -0.03% | -0.54% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.11% | +0.13% | -0.69% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.09% | -0.36% | -0.43% | |
| 12 | BALL | Ball CORP | Stock-Consumer Disc | 1.98% | +0.07% | -1.85% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.64% | -0.11% | -4.52% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.58% | -0.03% | -4.06% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.39% | +0.07% | -1.03% | |
| 16 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.20% | +0.04% | -2.02% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.20% | +0.19% | -2.30% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.17% | +0.08% | -3.94% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.16% | +0.18% | -1.14% | |
| 20 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.14% | +0.18% | +1.91% | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.12% | — | +0.84% | |
| 22 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.10% | +0.03% | -3.09% | |
| 23 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.07% | +0.08% | +1.93% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | -0.03% | +0.01% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.92% | +0.17% | +21.08% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.86% | -0.22% | -1.00% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.78% | +0.08% | +3.41% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.10% | +1.02% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.74% | -0.01% | — | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.70% | — | -1.22% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | +0.03% | +1.25% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.62% | +0.13% | +2.43% | |
| 33 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 0.61% | — | -0.04% | |
| 34 | VFC | Vf CORP | Stock-Consumer Disc | 0.59% | -0.03% | -2.23% | |
| 35 | GNR | State Street Spdr S&p Global | ETF-Other | 0.57% | -0.09% | +6.44% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-Other | 0.55% | -0.12% | -2.83% | |
| 37 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.55% | +0.05% | -0.90% | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.54% | +0.03% | -1.26% | |
| 39 | TAP | Molson Coors Beverage Co - B | Stock-Consumer Staples | 0.53% | -0.04% | -0.15% | |
| 40 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.52% | -0.18% | +17.64% | |
| 41 | IAU | Ishares Gold Trust | ETF-Commodities | 0.50% | -0.16% | +2.14% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.48% | +0.01% | +18.68% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | -0.06% | +26.30% | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.44% | +0.06% | -1.94% | |
| 45 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.42% | +0.40% | +123.07% | |
| 46 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.41% | -0.06% | -0.97% | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.41% | -0.09% | +181.35% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.38% | -0.06% | +25.14% | |
| 49 | SLV | Ishares Silver Trust | ETF-Commodities | 0.38% | -0.15% | -0.64% | |
| 50 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.35% | — | -5.75% |
According to official SEC Form 13F filings, AMG National Trust Bank reported a total U.S. public equity portfolio value of $4.9B across 437 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IWR, IWM) accounted for 21.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $339.6M
During Q1 2025, AMG National Trust Bank's top holdings by market value included SPY (9.5%)、IWR (9.0%)、IWM (4.8%). The largest single position, SPY, represented 9.5% of total portfolio value.
In Q1 2025, AMG National Trust Bank made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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