• 13F History

FIRST NATIONAL CORP /MA/ /ADV

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$453M
Signature - Title
Jason Skolnick - Chief Compliance Officer
Location
Rockland, MA
Summary
This page shows a list of all the recent 13F filings made by FIRST NATIONAL CORP /MA/ /ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FIRST NATIONAL CORP /MA/ /ADV reported 160 stock holdings with total value $453M as of Q1 2025. Top holdings included SPY, GLD, SCHB, SH, and SCHD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 160 $453M +$35.5M -$19.6M +$15.9M SPY, GLD, SCHB, SH, SCHD 13F-HR 4/11/2025, 10:15 AM
Q4 2024 153 $442M +$104M -$49.1M +$55.3M SPY, SCHB, GLD, SH, AAPL 13F-HR 1/29/2025, 10:35 AM
Q3 2024 145 $450M +$66.3M -$62.4M +$3.9M SPY, GLD, SCHB, SH, USFR 13F-HR 10/8/2024, 03:10 PM
Q2 2024 155 $420M +$27.3M -$33.8M -$6.5M SPY, SCHB, USFR, SCHX, AAPL 13F-HR 7/12/2024, 01:58 PM
Q1 2024 142 $380M $0 -$710K -$710K SCHB, SPY, USFR, AAPL, SCHD 13F-HR 4/15/2024, 12:04 PM
Q4 2023 153 $407M +$23.7M -$22.5M +$1.2M SCHB, SPY, USFR, AAPL, SCHD 13F-HR 1/18/2024, 08:40 AM
Q3 2023 146 $372M +$11.1M -$27.9M -$16.8M SCHB, SPY, USFR, AAPL, SCHD 13F-HR 10/24/2023, 10:20 AM
Q2 2023 157 $421M +$37.1M -$30.6M +$6.46M SCHB, SPY, VPU, USFR, AAPL 13F-HR 7/31/2023, 09:15 AM
Q1 2023 163 $416M +$29.9M -$30.3M -$398K SCHB, SPY, VPU, TLT, USFR 13F-HR 4/27/2023, 05:48 PM
Q4 2022 153 $400M +$68.5M -$39.3M +$29.2M TLT, SCHB, VPU, SPY, SCHD 13F-HR 1/26/2023, 09:54 AM
Q3 2022 148 $357M +$28.8M -$19.6M +$9.22M VPU, TLT, SPY, SCHB, STIP 13F-HR 10/24/2022, 11:34 AM
Q2 2022 153 $379M +$43.7M -$53.2M -$9.42M TLT, VPU, STIP, SPY, SCHB 13F-HR 7/18/2022, 11:09 AM
Q1 2022 161 $464M +$121M -$32.7M +$87.9M TLT, SCHB, SPY, STIP, AAPL 13F-HR 4/26/2022, 01:23 PM
Q4 2021 159 $447M +$30.4M -$14.7M +$15.7M SCHB, SOXX, SPY, AAPL, SDY 13F-HR 1/28/2022, 12:15 PM
Q3 2021 161 $446M +$86.3M -$8.1M +$78.2M TLT, SCHB, SOXX, SPY, SCHF 13F-HR 11/9/2021, 12:06 PM
Q2 2021 103 $188M +$21.8M -$68.1M -$46.3M SCHB, SCHH, SCHF, SPY, SDY Restatement 7/30/2021, 03:50 PM
Q1 2021 152 $403M +$42M -$20.9M +$21.1M SCHB, SOXX, TLT, SPY, SCHF 13F-HR 5/10/2021, 07:38 AM
Q4 2020 148 $363M SCHB, SOXX, SCHF, SPY, TLT 13F-HR 2/8/2021, 07:10 AM
Q3 2020 27 $6.84M BSCM, VEU, BSCO, VT, CVX 13F-HR 10/22/2020, 08:23 AM
Q2 2020 138 $289M SOXX, SCHB, SCHH, SCHF, SPY 13F-HR 7/21/2020, 03:22 PM
Q1 2020 22 $6.84M EKSO, BSMM, BSMN, BSML, BSMO 13F-HR 4/16/2020, 05:19 PM
Q4 2019 143 $262M +$10.8M -$4.42M +$6.39M SCHB, SOXX, SCHA, SCHM, TLT 13F-HR 1/31/2020, 11:04 AM
Q3 2019 139 $247M +$9.02M -$5.87M +$3.15M SCHB, SOXX, SCHA, TLT, SCHM 13F-HR 10/24/2019, 08:37 AM
Q2 2019 135 $241M +$17.2M -$6.51M +$10.7M SCHB, SOXX, SCHA, SCHM, TLT 13F-HR 7/29/2019, 07:10 PM
Q1 2019 449 $235M +$24.7M -$8.62M +$16.1M SCHB, SCHM, SOXX, SCHA, LQD Restatement 6/18/2019, 10:17 AM
Q4 2018 410 $215M SCHB, TLT, SCHA, SCHM, SDY 13F-HR 6/12/2019, 04:44 PM