FIRST NATIONAL CORP /MA/ /ADV - Portfolio overview

FIRST NATIONAL CORP /MA/ /ADV has 174 reported holdings in this dataset, with the latest filing dated 2025-10-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Utilities.

Largest reported holdings by portfolio allocation

1. SPY - SPDR S&P 500 ETF TR, 6.50%
2. USFR - WISDOMTREE TR, 4.92%
3. SCHB - SCHWAB STRATEGIC TR, 4.80%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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