MondegarAI
First National Advisers, LLC

Q4 2024 · 13F-HR

First National Advisers, LLCholdings as filed

Filed 2025-02-10 · accession 0001172661-25-000610

$618.5M
Reported value
175
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$42.3M6.84%169,016CommonSOLE
594918104MSFTMICROSOFT CORP$35.6M5.75%84,400CommonSOLE
25434V203DFAIDIMENSIONAL ETF TRUST$31.7M5.13%1,087,121CommonNONE
67066G104NVDANVIDIA CORPORATION$29.1M4.70%216,582CommonSOLE
023135106AMZNAMAZON COM INC$20.6M3.33%94,011CommonSOLE
02079K107GOOGALPHABET INC$18.3M2.97%96,328CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$15.1M2.45%63,151CommonSOLE
30303M102METAMETA PLATFORMS INC$14.4M2.33%24,595CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$11.6M1.87%201,326CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$10.9M1.76%16CommonSOLE
532457108LLYELI LILLY & CO$9.1M1.48%11,852CommonSOLE
002824100ABTABBOTT LABS$8.0M1.29%70,601CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$7.5M1.22%8,214CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$7.3M1.17%13,781CommonSOLE
931142103WMTWALMART INC$6.6M1.06%72,790CommonSOLE
65339F101NEENEXTERA ENERGY INC$6.1M0.98%84,439CommonSOLE
30231G102XOMEXXON MOBIL CORP$6.0M0.97%56,004CommonSOLE
437076102HDHOME DEPOT INC$6.0M0.97%15,393CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$5.9M0.96%1,192CommonSOLE
75513E101RTXRTX CORPORATION$5.9M0.95%50,793CommonSOLE
747525103QCOMQUALCOMM INC$5.7M0.92%37,207CommonSOLE
02079K305GOOGLALPHABET INC$5.4M0.87%28,558CommonSOLE
713448108PEPPEPSICO INC$5.1M0.83%33,734CommonSOLE
09290D101BLKBLACKROCK INC$5.1M0.83%4,980CommonSOLE
949746101WMT2WELLS FARGO CO NEW$5.1M0.82%72,488CommonSOLE
00724F101ADBEADOBE INC$5.0M0.82%11,342CommonSOLE
031162100AMGNAMGEN INC$4.8M0.77%18,333CommonSOLE
032095101APHAMPHENOL CORP NEW$4.7M0.76%67,900CommonSOLE
26875P101EOGEOG RES INC$4.7M0.76%38,193CommonSOLE
126408103CSXCSX CORP$4.7M0.75%144,646CommonSOLE
922908769VTIVANGUARD INDEX FDS$4.6M0.75%15,932CommonSOLE
98978V103ZTSZOETIS INC$4.6M0.75%28,285CommonSOLE
617446448MSMORGAN STANLEY$4.6M0.74%36,489CommonSOLE
337738108FISVFISERV INC$4.6M0.74%22,169CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$4.2M0.68%73,290CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.2M0.68%9,257CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4.1M0.67%7,953CommonSOLE
94106L109WMWASTE MGMT INC DEL$4.1M0.66%20,202CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$4.0M0.65%3,403CommonSOLE
G54950103LINLINDE PLC$4.0M0.65%9,578CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$3.9M0.63%59,857CommonSOLE
031100100AMEAMETEK INC$3.9M0.63%21,556CommonSOLE
872540109TJXTJX COS INC NEW$3.8M0.62%31,615CommonSOLE
166764100CVXCHEVRON CORP NEW$3.7M0.61%25,851CommonSOLE
576323109MTZMASTEC INC$3.7M0.60%27,440CommonSOLE
172908105CTASCINTAS CORP$3.6M0.58%19,703CommonSOLE
H1467J104CBCHUBB LIMITED$3.5M0.57%12,721CommonSOLE
12572Q105CMECME GROUP INC$3.5M0.56%14,869CommonSOLE
G29183103ETNEATON CORP PLC$3.5M0.56%10,396CommonSOLE
615369105MCOMOODYS CORP$3.3M0.54%7,021CommonSOLE
115236101BROBROWN & BROWN INC$3.3M0.54%32,546CommonSOLE
513272104LWLAMB WESTON HLDGS INC$3.3M0.53%49,511CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3.3M0.53%9,386CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$3.2M0.52%30,484CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$3.1M0.51%11,595CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3.1M0.50%77,758CommonSOLE
887389104TKRTIMKEN CO$3.1M0.50%43,446CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$3.1M0.50%41,790CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$3.1M0.50%65,084CommonSOLE
842587107SOSOUTHERN CO$3.1M0.50%37,193CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$3.0M0.48%13,184CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$2.9M0.47%82,160CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$2.9M0.47%12,517CommonSOLE
88160R101TSLATESLA INC$2.9M0.47%7,137CommonSOLE
74623V103PCTPURECYCLE TECHNOLOGIES INC$2.9M0.46%278,584CommonSOLE
29362U104ENTGENTEGRIS INC$2.8M0.46%28,721CommonSOLE
12514G108CDWCDW CORP$2.8M0.46%16,315CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$2.8M0.46%12,788CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$2.8M0.46%21,008CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$2.8M0.46%45,163CommonSOLE
303250104FICOFAIR ISAAC CORP$2.8M0.45%1,409CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2.8M0.45%74,166CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.8M0.45%19,064CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.7M0.43%4,984CommonSOLE
882508104TXNTEXAS INSTRS INC$2.7M0.43%14,291CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$2.6M0.41%20,750CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$2.5M0.41%50,212CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$2.5M0.40%27,914CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$2.4M0.40%14,936CommonSOLE
73278L105POOLPOOL CORP$2.4M0.39%7,117CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.4M0.39%14,266CommonSOLE
548661107LOWLOWES COS INC$2.4M0.39%9,661CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$2.4M0.38%32,843CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$2.3M0.37%12,541CommonSOLE
98389B100XELXCEL ENERGY INC$2.3M0.37%33,747CommonSOLE
G5960L103MDTMEDTRONIC PLC$2.3M0.37%28,418CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.2M0.36%4,443CommonSOLE
58933Y105MRKMERCK & CO INC$2.2M0.36%22,351CommonSOLE
20825C104COPCONOCOPHILLIPS$2.2M0.35%22,017CommonSOLE
570535104MKLMARKEL GROUP INC$2.2M0.35%1,258CommonSOLE
049560105ATOATMOS ENERGY CORP$2.1M0.35%15,379CommonSOLE
74762E102QUREQUANTA SVCS INC$2.1M0.34%6,685CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2.1M0.34%7,279CommonSOLE
654106103NKENIKE INC$2.1M0.34%27,649CommonSOLE
609207105MDLZMONDELEZ INTL INC$2.1M0.33%34,436CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$2.1M0.33%42,924CommonSOLE
770323103RHIROBERT HALF INC.$2.0M0.33%28,773CommonSOLE
76009N100UPBDUPBOUND GROUP INC$2.0M0.32%66,910CommonSOLE
92826C839VVISA INC$1.9M0.31%6,091CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.9M0.31%7,892CommonSOLE
278865100ECLECOLAB INC$1.8M0.30%7,793CommonSOLE
371901109GNTXGENTEX CORP$1.8M0.29%62,049CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$1.7M0.27%4,713CommonSOLE
537008104LFUSLITTELFUSE INC$1.7M0.27%7,055CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.6M0.26%12,848CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$1.6M0.26%7,772CommonSOLE
69370C100PTCPTC INC$1.5M0.25%8,415CommonSOLE
857477103STTSTATE STR CORP$1.5M0.25%15,598CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.5M0.24%9,962CommonSOLE
45687V106IRINGERSOLL RAND INC$1.5M0.24%16,278CommonSOLE
902973304USBUS BANCORP DEL$1.5M0.24%30,535CommonSOLE
866674104SUISUN CMNTYS INC$1.4M0.23%11,689CommonSOLE
872590104TMUST-MOBILE US INC$1.4M0.23%6,410CommonSOLE
302491303FMCFMC CORP$1.4M0.23%28,827CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.4M0.23%2,681CommonSOLE
46434V647REETISHARES TR$1.4M0.23%58,100CommonSOLE
17275R102CSCOCISCO SYS INC$1.4M0.22%23,414CommonSOLE
718546104PSXPHILLIPS 66$1.3M0.22%11,745CommonSOLE
254687106DISDISNEY WALT CO$1.3M0.21%11,870CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$1.3M0.21%5,167CommonSOLE
464287507IJHISHARES TR$1.3M0.21%20,795CommonSOLE
87612E106TGTTARGET CORP$1.2M0.20%9,120CommonSOLE
907818108UNPUNION PAC CORP$1.2M0.20%5,394CommonSOLE
749685103RPMRPM INTL INC$1.2M0.19%9,645CommonSOLE
714046109RVTYREVVITY INC$1.1M0.18%10,238CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.1M0.18%15,100CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.1M0.18%2,235CommonSOLE
704326107PAYXPAYCHEX INC$1.1M0.17%7,715CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.0M0.16%9,376CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$985,9470.16%6,138CommonSOLE
205887102CAGCONAGRA BRANDS INC$908,4790.15%32,738CommonSOLE
55306N104MKSIMKS INSTRS INC$880,3210.14%8,433CommonSOLE
00206R102TAT&T INC$782,6280.13%34,371CommonSOLE
855244109SBUXSTARBUCKS CORP$763,1240.12%8,363CommonSOLE
631103108NDAQNASDAQ INC$715,6590.12%9,257CommonSOLE
444859102HUMHUMANA INC$688,8230.11%2,715CommonSOLE
46090E103QQQINVESCO QQQ TR$674,3120.11%1,319CommonSOLE
922908736VUGVANGUARD INDEX FDS$662,8610.11%1,615CommonSOLE
464287804IJRISHARES TR$632,9030.10%5,493CommonSOLE
921909768VXUSVANGUARD STAR FDS$625,0000.10%10,602CommonNONE
921910840MGVVANGUARD WORLD FD$607,0630.10%4,860CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$583,1740.09%4,828CommonSOLE
464288414MUBISHARES TR$577,0000.09%5,416CommonNONE
071813109BAXBAXTER INTL INC$576,6680.09%19,776CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$571,4200.09%2,337CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$560,6300.09%4,394CommonSOLE
922908744VTVVANGUARD INDEX FDS$559,7060.09%3,306CommonSOLE
756109104OREALTY INCOME CORP$542,1650.09%10,151CommonSOLE
11135F101AVGOBROADCOM INC$475,2720.08%2,050CommonSOLE
191216100KOCOCA COLA CO$388,1910.06%6,235CommonSOLE
018802108LNTALLIANT ENERGY CORP$383,5820.06%6,486CommonSOLE
580135101MCDMCDONALDS CORP$379,4660.06%1,309CommonSOLE
921910733ESGVVANGUARD WORLD FD$378,6530.06%3,610CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$346,3000.06%1,183CommonSOLE
464287499IWRISHARES TR$344,7600.06%3,900CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$337,2190.05%1,534CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$324,1970.05%6,110CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$318,2410.05%543CommonSOLE
001744101AMNAMN HEALTHCARE SVCS INC$312,1080.05%13,048CommonSOLE
682680103OKEONEOK INC NEW$287,1440.05%2,860CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$282,1850.05%8,158CommonSOLE
427866108HSYHERSHEY CO$279,4270.05%1,650CommonSOLE
92204A702VGTVANGUARD WORLD FD$260,5340.04%419CommonSOLE
922908629VOVANGUARD INDEX FDS$242,4710.04%918CommonSOLE
46434V621DGROISHARES TR$231,8650.04%3,780CommonSOLE
30034W106EVRGEVERGY INC$231,4900.04%3,761CommonSOLE
922908553VNQVANGUARD INDEX FDS$231,0000.04%2,595CommonNONE
464287465EFAISHARES TR$215,4880.03%2,850CommonSOLE
244199105DEDEERE & CO$214,3920.03%506CommonSOLE
038222105AMATAPPLIED MATLS INC$213,0450.03%1,310CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$207,2050.03%561CommonSOLE
184496107CLHCLEAN HARBORS INC$207,1260.03%900CommonSOLE
46435G268SMMDISHARES TR$206,9240.03%3,043CommonSOLE
78464A805SPTMSPDR SER TR$202,7180.03%2,838CommonSOLE
23325P104DNPDNP SELECT INCOME FD INC$88,7200.01%10,059CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.