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CIK: 0001800597
Total reported value
$239.2M
$239.2M
121 檔
17.3%
At the close of Q1 2025, First Citizens Financial Corp disclosed equity holdings valued at approximately $239.2M, spread across 121 reported holdings.
In Q1 2025, First Citizens Financial Corp displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IYW | Ishares Ustechnology ETF | ETF-Tech | 8.22% | +1.69% | -0.15% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.10% | -0.27% | -7.69% | |
| 3 | IYF | Ishares US Financials ETF | ETF-Other | 4.07% | -0.13% | -0.24% | |
| 4 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 3.75% | -0.10% | -1.03% | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 3.24% | +0.07% | +0.48% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.24% | -0.22% | +3.38% | |
| 7 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 3.21% | -0.07% | +0.35% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.01% | +0.04% | +1.08% | |
| 9 | IYC | Ishares US Consumer Discreti | ETF-Other | 2.98% | -0.20% | -0.26% | |
| 10 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 2.86% | -0.03% | -1.19% | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.30% | +0.21% | +0.45% | |
| 12 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.18% | +0.02% | -0.34% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.99% | +0.26% | -5.37% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.96% | -0.35% | -46.28% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.89% | +0.01% | -16.55% | |
| 16 | IYK | Ishares US Consumer Staples | ETF-Other | 1.81% | -0.11% | -0.60% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | -0.19% | +4.95% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.61% | +0.10% | -4.51% | |
| 19 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.54% | -0.28% | -44.47% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.49% | -0.06% | -1.01% | |
| 21 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.36% | -0.06% | -6.23% | |
| 22 | IYE | Ishares U.s. Energy ETF | ETF-Other | 1.28% | -0.25% | -2.99% | |
| 23 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.20% | +0.01% | +3.72% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.20% | -0.05% | -14.49% | |
| 25 | IDU | Ishares US Utilities ETF | ETF-Other | 1.19% | -0.12% | +1.62% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.17% | +0.16% | +3.52% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.11% | -0.04% | +0.98% | |
| 28 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 1.09% | — | — | |
| 29 | CMI | Cummins Inc | Stock-Industrials | 1.06% | -0.10% | — | |
| 30 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.01% | -0.12% | -43.85% | |
| 31 | IYM | Ishares U.s. Basic Materials | ETF-Other | 0.87% | -0.08% | -1.58% | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 0.84% | -0.06% | +0.22% | |
| 33 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.80% | +0.16% | +11.32% | |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.80% | -0.24% | +126.42% | |
| 35 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 0.77% | +0.02% | +6.88% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.77% | +0.17% | +55.24% | |
| 37 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.74% | -0.09% | +3.72% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.73% | -0.03% | +5.87% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | -0.01% | — | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.68% | +0.10% | -1.08% | |
| 41 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.67% | +0.03% | -7.20% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | -0.02% | -0.37% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.67% | -0.04% | — | |
| 44 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.66% | -0.05% | +0.31% | |
| 45 | VOX | Vanguard Communication Servi | ETF-Other | 0.60% | -0.06% | — | |
| 46 | MS | Morgan Stanley | Stock-Financials | 0.60% | +0.02% | +0.28% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.06% | — | |
| 48 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 0.56% | -0.06% | +0.41% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.55% | -0.04% | -19.81% | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.52% | -0.08% | — |
According to official SEC Form 13F filings, First Citizens Financial Corp reported a total U.S. public equity portfolio value of $239.2M across 121 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 IYW, EFA, IYF) accounted for 17.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
IYW
市值: $14.5M
During Q1 2025, First Citizens Financial Corp's top holdings by market value included IYW (8.2%)、EFA (4.1%)、IYF (4.1%). The largest single position, IYW, represented 8.2% of total portfolio value.
In Q1 2025, First Citizens Financial Corp 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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