The Analysis of Citizens National Bank Trust Department's Holdings & P&L


Currently, Citizens National Bank Trust Department holds 382 types of securities in its portfolio with a total value $600.6M. In the most recent quarter, they have increased their positions in AAPL (+22.2K shares, valued at $5.6M), XOM (+20.4K shares, valued at $3.5M), N/A (+12.9K shares, valued at $2.5M); decreased their positions in AMAT (-1.5K shares, valued at $527.0K), ORCL (-3.4K shares, valued at $496.5K), ICE (-3.1K shares, valued at $485.8K); initiated new positions in N/A (+12.9K shares, valued at $2.5M), N/A (+31.5K shares, valued at $1.3M), ALL (+4.9K shares, valued at $1.0M).


1M P&L
+23.2M+4.41%
3M P&L
+8.6M+1.59%
HY P&L
+42.0M+8.26%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A69.0M
13.7%
2Consumer Electronics38.8M
7.7%
3Drug Manufacturers - General30.3M
6.0%

Top Industries by Stock Count

1N/A93 stocks
27.1%
2Oil & Gas Midstream10 stocks
2.9%
3Drug Manufacturers - General9 stocks
2.6%
Stock Holdings
AAPL
Apple Inc
16.97%
Shares152.9K
Event2026-03-31
Filed2026-05-04
Alphabet Inc Cap Stk Cl C
Alphabet Inc Cap Stk Cl C
-1.04%
Shares97.2K
Event2026-03-31
Filed2026-05-04
Broadcom Inc
Broadcom Inc
-1.36%
Shares78.6K
Event2026-03-31
Filed2026-05-04
XOM
Exxon-Mobil
24.74%
Shares103.0K
Event2026-03-31
Filed2026-05-04
AMZN
Amazon Com Inc
2.10%
Shares73.8K
Event2026-03-31
Filed2026-05-04
CAT
Caterpillar, Inc
-1.02%
Shares20.3K
Event2026-03-31
Filed2026-05-04
MSFT
Microsoft Corporation
0.07%
Shares36.6K
Event2026-03-31
Filed2026-05-04
JNJ
Johnson & Ordinary Shares
-0.58%
Shares53.8K
Event2026-03-31
Filed2026-05-04
CVX
Chevron Corp
3.76%
Shares59.2K
Event2026-03-31
Filed2026-05-04
JPM
J.P. Morgan Chase and Co.
-0.11%
Shares40.5K
Event2026-03-31
Filed2026-05-04
AMAT
Applied Matls Inc
-4.41%
Shares33.5K
Event2026-03-31
Filed2026-05-04
Berkshire Hathaway Inc Class B
Berkshire Hathaway Inc Class B
0.70%
Shares23.7K
Event2026-03-31
Filed2026-05-04
PM
Philip Morris Intl Inc
1.07%
Shares64.4K
Event2026-03-31
Filed2026-05-04
RTX
Raytheon Technologies Corp
-0.72%
Shares51.8K
Event2026-03-31
Filed2026-05-04
NVDA
Nvidia Corp Com
-0.18%
Shares54.5K
Event2026-03-31
Filed2026-05-04
Eaton Corp. PLC
Eaton Corp. PLC
-0.68%
Shares26.4K
Event2026-03-31
Filed2026-05-04
WMT
Wal-Mart Stores
5.81%
Shares74.7K
Event2026-03-31
Filed2026-05-04
ABBV
Abbvie Inc. Com
0.28%
Shares41.5K
Event2026-03-31
Filed2026-05-04
IJH
iShares Tr S P Midcap 400 Index FD
-0.69%
Shares132.3K
Event2026-03-31
Filed2026-05-04
IJR
Blackrock Institutional Trust Company N.A. Ishares Core S&p Small-Cap Etf
-1.75%
Shares69.4K
Event2026-03-31
Filed2026-05-04
AFL
AFLAC Inc.
-0.61%
Shares76.4K
Event2026-03-31
Filed2026-05-04
NEE
Nextera Energy
-1.36%
Shares82.1K
Event2026-03-31
Filed2026-05-04
V
VISA Inc
2.51%
Shares22.9K
Event2026-03-31
Filed2026-05-04
PG
Procter and Gamble Co.
0.34%
Shares47.3K
Event2026-03-31
Filed2026-05-04
KO
Coca Cola
2.34%
Shares88.3K
Event2026-03-31
Filed2026-05-04
LOW
Lowes Companies Inc
-0.55%
Shares26.9K
Event2026-03-31
Filed2026-05-04
PEP
Pepsi Co
-1.43%
Shares40.1K
Event2026-03-31
Filed2026-05-04
Merck
Merck
6.08%
Shares46.1K
Event2026-03-31
Filed2026-05-04
TSM
Taiwan Semiconductor Manufacturing Co. Ltd.
-2.87%
Shares15.6K
Event2026-03-31
Filed2026-05-04
INTF
iShares International Equity Factor ETF
2.84%
Shares135.2K
Event2026-03-31
Filed2026-05-04
CB
Chubb Limited
-1.26%
Shares15.6K
Event2026-03-31
Filed2026-05-04
AEM
Agnico Eagle Mines Ltd CORP COMMON
0.19%
Shares24.6K
Event2026-03-31
Filed2026-05-04
PSX
Phillips 66
-0.71%
Shares25.9K
Event2026-03-31
Filed2026-05-04
MU
Micron Tech Inc
-5.41%
Shares13.9K
Event2026-03-31
Filed2026-05-04
UNH
Unitedhealth Group Inc
-2.21%
Shares17.1K
Event2026-03-31
Filed2026-05-04
MO
Altria Group Inc
1.52%
Shares67.9K
Event2026-03-31
Filed2026-05-04
FCX
Freeport-McMoRan Inc Ordinary Shares
3.66%
Shares75.2K
Event2026-03-31
Filed2026-05-04
META
Meta Platforms Inc
2.11%
Shares7.3K
Event2026-03-31
Filed2026-05-04
DGRW
Wisdomtree US Quality Div Growth Fund
-2.69%
Shares47.3K
Event2026-03-31
Filed2026-05-04
HD
Home Depot Inc.
3.63%
Shares12.2K
Event2026-03-31
Filed2026-05-04
DIS
Disney (Walt) Co.
2.35%
Shares41.1K
Event2026-03-31
Filed2026-05-04
FDX
FedEx Corp
0.00%
Shares10.7K
Event2026-03-31
Filed2026-05-04
JPIE
J.P. Morgan Exchange-Traded Fund Trust JPMorgan Income Etf
40.64%
Shares79.6K
Event2026-03-31
Filed2026-05-04
SO
Southern Co.
26.01%
Shares37.4K
Event2026-03-31
Filed2026-05-04
BRK.A
Berkshire Hathaway Inc Class A
0.00%
Shares5
Event2026-03-31
Filed2026-05-04
AEP
American Electric Power Co Inc
-0.77%
Shares27.0K
Event2026-03-31
Filed2026-05-04
NSC
Norfolk Southern
-0.86%
Shares12.1K
Event2026-03-31
Filed2026-05-04
DELL
Dell Technologies Inc
-7.84%
Shares20.8K
Event2026-03-31
Filed2026-05-04
AMGN
Amgen Inc.
-1.23%
Shares9.7K
Event2026-03-31
Filed2026-05-04
UNP
Union Pacific
0.38%
Shares13.7K
Event2026-03-31
Filed2026-05-04
MCD
McDonalds Corp Com
0.69%
Shares10.7K
Event2026-03-31
Filed2026-05-04
iShares Gold Trust
iShares Gold Trust
-1.26%
Shares33.3K
Event2026-03-31
Filed2026-05-04
NOC
Northrop Grumman Corp
-0.12%
Shares4.3K
Event2026-03-31
Filed2026-05-04
VIG
Vanguard Dividend Appreciation
-1.49%
Shares13.2K
Event2026-03-31
Filed2026-05-04
GLW
Corning Inc.
-2.26%
Shares20.7K
Event2026-03-31
Filed2026-05-04
CSX
CSX Corp
-0.93%
Shares66.6K
Event2026-03-31
Filed2026-05-04
HON
Honeywell
6.72%
Shares11.9K
Event2026-03-31
Filed2026-05-04
AXP
American Express
2.72%
Shares8.6K
Event2026-03-31
Filed2026-05-04
TMO
Thermo Fisher Scientific Inc
-2.74%
Shares5.3K
Event2026-03-31
Filed2026-05-04
ORCL
Oracle Corp Com
-16.43%
Shares17.2K
Event2026-03-31
Filed2026-05-04
Astrazeneca Plc Ordinary Shares
Astrazeneca Plc Ordinary Shares
New
Shares12.9K
Event2026-03-31
Filed2026-05-04
JAAA
Janus Henderson Aaa Clo Etf
-4.05%
Shares49.3K
Event2026-03-31
Filed2026-05-04
Gen Dynamics
Gen Dynamics
0.00%
Shares7.1K
Event2026-03-31
Filed2026-05-04
BTI
British American Tobacco PLC
-1.40%
Shares41.3K
Event2026-03-31
Filed2026-05-04
NOW
Servicenow Incorporated
-1.79%
Shares23.1K
Event2026-03-31
Filed2026-05-04
TMUS
T-Mobile US, Inc
-1.88%
Shares11.3K
Event2026-03-31
Filed2026-05-04
VST
Vistra Corp Ordinary Shares
8.63%
Shares15.5K
Event2026-03-31
Filed2026-05-04
QCOM
Qualcomm Inc
7.14%
Shares18.0K
Event2026-03-31
Filed2026-05-04
IBM
International Business Machines
39.19%
Shares9.4K
Event2026-03-31
Filed2026-05-04
LHX
L3harris Technologies INC CORP COMMON
-2.56%
Shares6.5K
Event2026-03-31
Filed2026-05-04
SCHI
Schwab Strategic Trust 5-10 Year Corporate Bond Etf
1.40%
Shares94.8K
Event2026-03-31
Filed2026-05-04
VYM
Vanguard High Dividend Yield ETF
-4.94%
Shares14.5K
Event2026-03-31
Filed2026-05-04
VLO
Valero Energy Corp
-4.35%
Shares8.7K
Event2026-03-31
Filed2026-05-04
AMD
Advanced Micro Devices Inc
0.94%
Shares10.5K
Event2026-03-31
Filed2026-05-04
CSCO
Cisco Systems
-0.73%
Shares27.3K
Event2026-03-31
Filed2026-05-04
GS
Goldman Sachs Group
1.28%
Shares2.5K
Event2026-03-31
Filed2026-05-04
ICE
Intercontinental Exchange Inc
-19.00%
Shares13.2K
Event2026-03-31
Filed2026-05-04
MDLZ
Mondelez Intl Inc Cl A
4.69%
Shares35.3K
Event2026-03-31
Filed2026-05-04
AER
Aercap Holdings NV Shs
1.86%
Shares14.2K
Event2026-03-31
Filed2026-05-04
VGT
Vanguard Information Tech ETF
-5.29%
Shares2.7K
Event2026-03-31
Filed2026-05-04
BA
Boeing Co.
0.00%
Shares9.2K
Event2026-03-31
Filed2026-05-04
WFC
Wells Fargo Co
-0.15%
Shares23.1K
Event2026-03-31
Filed2026-05-04
Vanguard Index Fds S P 500 ETF
Vanguard Index Fds S P 500 ETF
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-04
ADC
Agree Realty Corp Reit COMMON
0.02%
Shares23.9K
Event2026-03-31
Filed2026-05-04
GDX
Vaneck Gold Miners ETF
-5.43%
Shares19.5K
Event2026-03-31
Filed2026-05-04
SGOV
Ishares Trust 0-3 Month Treasury Bond Etf
-14.81%
Shares17.3K
Event2026-03-31
Filed2026-05-04
UBER
Uber Technologies INC CORP COMMON
11.36%
Shares23.7K
Event2026-03-31
Filed2026-05-04
LLY
Eli Lilly
5.24%
Shares1.8K
Event2026-03-31
Filed2026-05-04
BMY
Bristol Myers Squibb
5.43%
Shares26.4K
Event2026-03-31
Filed2026-05-04
COST
Costco Wholesale Corp
-3.71%
Shares1.6K
Event2026-03-31
Filed2026-05-04
TSCO
Tractor Supply Company
-16.40%
Shares34.2K
Event2026-03-31
Filed2026-05-04
INTU
Intuit Inc. Corp
51.98%
Shares3.6K
Event2026-03-31
Filed2026-05-04
ADP
Automatic Data Processing Inc
-0.65%
Shares7.6K
Event2026-03-31
Filed2026-05-04
MTBA
Simplify MBS ETF
-1.74%
Shares31.2K
Event2026-03-31
Filed2026-05-04
Citigroup Inc
Citigroup Inc
-14.58%
Shares13.5K
Event2026-03-31
Filed2026-05-04
ABT
Abbott Laboratories
-1.68%
Shares14.6K
Event2026-03-31
Filed2026-05-04
Arista Networks Inc Ordinary Shares
Arista Networks Inc Ordinary Shares
11.76%
Shares12.1K
Event2026-03-31
Filed2026-05-04
WRB
W R Berkley Corp Wr COMMON
0.00%
Shares21.1K
Event2026-03-31
Filed2026-05-04
PFE
Pfizer Inc.
3.74%
Shares48.3K
Event2026-03-31
Filed2026-05-04
FNDX
Schwab Strategic Trust Fundamental U.S. Large Company Etf
18.66%
Shares48.2K
Event2026-03-31
Filed2026-05-04
NFLX
Netflix Incorporated
27.79%
Shares13.9K
Event2026-03-31
Filed2026-05-04
AZO
Auto Zone, Inc
0.00%
Shares379
Event2026-03-31
Filed2026-05-04
DVN
Devon Energy Corp
35.49%
Shares25.4K
Event2026-03-31
Filed2026-05-04
Amcor Plc Ordinary Shares
Amcor Plc Ordinary Shares
New
Shares31.5K
Event2026-03-31
Filed2026-05-04
OKE
Oneok Inc New Com
89.70%
Shares13.8K
Event2026-03-31
Filed2026-05-04
AMRZ
Amrize Ltd. Registered Shares
52.53%
Shares22.7K
Event2026-03-31
Filed2026-05-04
NUV
Nuveen Muni Value Fund
-1.72%
Shares136.1K
Event2026-03-31
Filed2026-05-04
Medtronic PLC Shs
Medtronic PLC Shs
-0.07%
Shares13.7K
Event2026-03-31
Filed2026-05-04
ZTS
Zoetis Inc Cl A
7.09%
Shares9.9K
Event2026-03-31
Filed2026-05-04
CMCSA
Comcast Corporation Class A
-5.26%
Shares40.2K
Event2026-03-31
Filed2026-05-04
MTUM
iShares Edge MSCI USA Momentum Factor ETF
13.34%
Shares4.5K
Event2026-03-31
Filed2026-05-04
Alphabet Inc Cap Class A
Alphabet Inc Cap Class A
2.34%
Shares3.6K
Event2026-03-31
Filed2026-05-04
ALL
Allstate Corporation
New
Shares4.9K
Event2026-03-31
Filed2026-05-04
BKNG
Booking Holdings INC CORP COMMON
1.76%
Shares231
Event2026-03-31
Filed2026-05-04
DVY
iShares Tr Dow Jones Select Div Index Fund
-0.39%
Shares6.4K
Event2026-03-31
Filed2026-05-04
SCHW
Charles Schwab Corp COMMON
35.35%
Shares10.2K
Event2026-03-31
Filed2026-05-04
CRM
Salesforce, Inc.
79.09%
Shares5.1K
Event2026-03-31
Filed2026-05-04
ATI
Ati INC CORP COMMON
0.00%
Shares6.4K
Event2026-03-31
Filed2026-05-04
General Electric Co
General Electric Co
0.03%
Shares3.2K
Event2026-03-31
Filed2026-05-04
CTVA
Corteva Inc Com
0.00%
Shares10.9K
Event2026-03-31
Filed2026-05-04
NEM
Newmont Goldcorp Corpo Com
-2.34%
Shares8.3K
Event2026-03-31
Filed2026-05-04
SCHP
Schwab US Tips ETF
-13.28%
Shares33.1K
Event2026-03-31
Filed2026-05-04
IGM
iShares Tr Expnd Tec SC ETF
-5.00%
Shares6.7K
Event2026-03-31
Filed2026-05-04
T
ATT Co.
89.93%
Shares27.4K
Event2026-03-31
Filed2026-05-04
FBTC
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
26.07%
Shares13.1K
Event2026-03-31
Filed2026-05-04
TGT
Target Corporation
0.00%
Shares6.3K
Event2026-03-31
Filed2026-05-04
AR
Antero Resources Corp Ordinary Shares
8.90%
Shares18.0K
Event2026-03-31
Filed2026-05-04
IGV
iShares Tr Expanded Tech
-11.46%
Shares9.0K
Event2026-03-31
Filed2026-05-04
INDA
iShares MSCI India ETF
-0.05%
Shares15.3K
Event2026-03-31
Filed2026-05-04
BAC
Bank of America Corp
5.53%
Shares14.5K
Event2026-03-31
Filed2026-05-04
ADBE
Adobe Systems Inc Com
-37.25%
Shares2.9K
Event2026-03-31
Filed2026-05-04
GEV
Ge Vernova Inc. Ordinary Shares
0.00%
Shares807
Event2026-03-31
Filed2026-05-04
EMR
Emerson Electric Co.
0.00%
Shares5.3K
Event2026-03-31
Filed2026-05-04
MMM
3M Company
0.00%
Shares4.8K
Event2026-03-31
Filed2026-05-04
IWB
Ishares Russell 1000
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-04
CL
Colgate Palmolive
23.54%
Shares7.8K
Event2026-03-31
Filed2026-05-04
SLB
Schlumberger LTD.
2.17%
Shares12.6K
Event2026-03-31
Filed2026-05-04
TJX
TJX Companies Inc New
0.31%
Shares3.9K
Event2026-03-31
Filed2026-05-04
STZ
Constellation Brands Inc Cl A
-16.43%
Shares4.1K
Event2026-03-31
Filed2026-05-04
IEMG
iShares Inc Core MSCI Emkt
0.00%
Shares8.4K
Event2026-03-31
Filed2026-05-04
IEFA
iShares Core MSCI Eafe ETF
-1.85%
Shares6.4K
Event2026-03-31
Filed2026-05-04
DAL
Delta Air Lines Inc De Com New
-23.07%
Shares7.9K
Event2026-03-31
Filed2026-05-04
EPD
Enterprise Prods Partn Com
-27.60%
Shares13.8K
Event2026-03-31
Filed2026-05-04
INGR
Ingredion Inc Com
0.00%
Shares4.5K
Event2026-03-31
Filed2026-05-04
QUAL
Ishares Msci Usa Quality Factor Etf Qlty Fact
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-04
VZ
Verizon Communications
-9.25%
Shares9.7K
Event2026-03-31
Filed2026-05-04
EFA
iShares Tr MSCI Eafe
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-04
EFAV
iShares MSCI Eafe Min Vol ETF
-8.43%
Shares5.2K
Event2026-03-31
Filed2026-05-04
HDV
iShares Tr Core High Dv ETF
14.18%
Shares3.5K
Event2026-03-31
Filed2026-05-04
NTR
Nutrien Ltd
-1.00%
Shares5.9K
Event2026-03-31
Filed2026-05-04
DTE
Dte Energy Co. Ordinary Shares
29.87%
Shares2.9K
Event2026-03-31
Filed2026-05-04
IWO
iShares Russell 2000 Grwth ETF
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-04
HSY
Hershey Co.
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-04
DEO
Diageo PLC Spon ADR-New
-8.10%
Shares5.3K
Event2026-03-31
Filed2026-05-04
Canadian Pacific Kansas City Limited
Canadian Pacific Kansas City Limited
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-04
HAL
Halliburton Company
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-04
HWC
Hancock Whitney Corp
New
Shares6.1K
Event2026-03-31
Filed2026-05-04
NUE
Nucor Corp
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-04
INTC
Intel Corporation
-2.30%
Shares8.5K
Event2026-03-31
Filed2026-05-04
BIP
Brookfield Infrastructure Partners Lp Infrastructur Partner Unt
0.00%
Shares10.3K
Event2026-03-31
Filed2026-05-04
O
Realty Income Corp
0.00%
Shares6.1K
Event2026-03-31
Filed2026-05-04
PANW
Palo Alto Networks Incorporated
-3.34%
Shares2.2K
Event2026-03-31
Filed2026-05-04
KMB
Kimberly Clark
1.40%
Shares3.6K
Event2026-03-31
Filed2026-05-04
Duke Energy Corp New
Duke Energy Corp New
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-04
VO
Vanguard Mid-Cap ETF
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-04
LNTH
Lantheus Holdings INC CORP COMMON
-42.66%
Shares4.4K
Event2026-03-31
Filed2026-05-04
YUM
Yum! Brands, Inc.
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-04
D
Dominion Energy Inc
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-04
TRV
The Travelers Companies Inc
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-04
DIVB
Blackrock Institutional Trust Company N.A. Ishares Core Dividend Etf
6.32%
Shares5.5K
Event2026-03-31
Filed2026-05-04
KKR and Co Inc CL A
KKR and Co Inc CL A
-10.45%
Shares3.0K
Event2026-03-31
Filed2026-05-04
COP
Conocophillips
-5.79%
Shares2.0K
Event2026-03-31
Filed2026-05-04
Cigna Corp
Cigna Corp
4.59%
Shares979
Event2026-03-31
Filed2026-05-04
DIA
SPDR Dow Jones Indl Avg ETF
0.00%
Shares560
Event2026-03-31
Filed2026-05-04
TFI
SPDR Nuveen Bloomberg Municipal Bond ETF
0.00%
Shares5.5K
Event2026-03-31
Filed2026-05-04
MA
Mastercard Inc Cl A
0.00%
Shares494
Event2026-03-31
Filed2026-05-04
XME
SPDR Series Trust SP Metals Mng
349.80%
Shares2.2K
Event2026-03-31
Filed2026-05-04
TRMK
Trustmark Corp.
85.83%
Shares5.6K
Event2026-03-31
Filed2026-05-04
KHC
Kraft Heinz Co
0.00%
Shares10.1K
Event2026-03-31
Filed2026-05-04
MS
Morgan Stanley
35.00%
Shares1.4K
Event2026-03-31
Filed2026-05-04
FI
Fiserv Inc Com
0.00%
Shares3.8K
Event2026-03-31
Filed2026-05-04
BHP
Bhp Group Limited ADR
New
Shares2.9K
Event2026-03-31
Filed2026-05-04
TSEM
Tower Semiconductor LT Shs New
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-04
VPU
Vanguard Group, Inc. Utilities Etf
555.92%
Shares997
Event2026-03-31
Filed2026-05-04
XLU
Sector SPDR Tr SBI Int-Utilities
0.00%
Shares4.2K
Event2026-03-31
Filed2026-05-04
MUSA
Murphy USA Inc.
0.00%
Shares390
Event2026-03-31
Filed2026-05-04
SPY
S P Dep Rcpts / SPDR Trust
64.61%
Shares293
Event2026-03-31
Filed2026-05-04
PH
Parker Hannifin Corp
0.00%
Shares207
Event2026-03-31
Filed2026-05-04
ETHA
Ishares Ethereum Trust ETF
71.21%
Shares11.3K
Event2026-03-31
Filed2026-05-04
VNQ
Vanguard REIT ETF
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-04
KR
Kroger Co.
New
Shares2.4K
Event2026-03-31
Filed2026-05-04
Gsk Plc ADR Rep 2 CORP COMMON
Gsk Plc ADR Rep 2 CORP COMMON
14.70%
Shares3.1K
Event2026-03-31
Filed2026-05-04
NOBL
Proshares S P 500 Dividend
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-04
CEG
Constellation Energy Corp COMMON
0.00%
Shares583
Event2026-03-31
Filed2026-05-04
Dupont De Nemours Inc Com
Dupont De Nemours Inc Com
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-04
NEA
Nuveen Amt-free Quality Municipal Income Fund Amt Free Qlty Mncpl Incm Cf
0.00%
Shares13.7K
Event2026-03-31
Filed2026-05-04
RF
Regions Financial Corp
New
Shares5.8K
Event2026-03-31
Filed2026-05-04
TCHP
T Rowe Price Blue Chip Growth ETF
-33.68%
Shares3.4K
Event2026-03-31
Filed2026-05-04
IWM
iShares Russell 2000 Index FD
0.00%
Shares600
Event2026-03-31
Filed2026-05-04
IIM
Invesco Value Mun Inco Com
0.00%
Shares12.1K
Event2026-03-31
Filed2026-05-04
NVS
Novartis AG Com
0.00%
Shares925
Event2026-03-31
Filed2026-05-04
USMV
iShares Edge MSCI Min Vol USA ETF
-4.46%
Shares1.5K
Event2026-03-31
Filed2026-05-04
VUG
Vanguard Growth ETF
0.00%
Shares313
Event2026-03-31
Filed2026-05-04
SW
Smurfit Westrock Plc Ordinary Shares
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-04
Lam Research Corp. Ordinary Shares
Lam Research Corp. Ordinary Shares
0.00%
Shares603
Event2026-03-31
Filed2026-05-04
SCHG
Schwab US Large-cap Growth Etf Large Cap
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-04
LMT
Lockheed Martin Corp
0.00%
Shares206
Event2026-03-31
Filed2026-05-04
OTIS
Otis Worldwide Corp
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-04
DG
Dollar General Corp.
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-04
LYB
Lyondellbasell Industries N V Shs A
-17.09%
Shares1.5K
Event2026-03-31
Filed2026-05-04
IQI
Invesco Quality Muni Inc TRST
0.00%
Shares11.9K
Event2026-03-31
Filed2026-05-04
SDY
SPDR S P Dividend ETF
0.00%
Shares768
Event2026-03-31
Filed2026-05-04
DOW
Dow Inc Com
-3.74%
Shares2.6K
Event2026-03-31
Filed2026-05-04
CARR
Carrier Global Corp
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-04
IVV
iShares Tr Core S P 500 ETF
305.00%
Shares162
Event2026-03-31
Filed2026-05-04
ET
Energy Transfer LP
9.60%
Shares5.5K
Event2026-03-31
Filed2026-05-04
FICO
Fair Isaac Corp. Ordinary Shares
84.91%
Shares98
Event2026-03-31
Filed2026-05-04
MDY
Spdr S&p Midcap 400 Etf Trust
0.00%
Shares168
Event2026-03-31
Filed2026-05-04
WM
Waste Management Inc
0.00%
Shares450
Event2026-03-31
Filed2026-05-04
MYI
Blackrock Muniyield Insd FD Inc
New
Shares9.8K
Event2026-03-31
Filed2026-05-04
EZU
Blackrock Institutional Trust Company N.A. Ishares Msci Emu Etf
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-04
DHS
Wisdomtree Trust U.S. High Dividend Fund
0.00%
Shares939
Event2026-03-31
Filed2026-05-04
CINF
Cincinnati Financial Corporation
0.00%
Shares630
Event2026-03-31
Filed2026-05-04
XBI
Spdr Series Trust State Street S&p Biotech Etf
87.44%
Shares776
Event2026-03-31
Filed2026-05-04
SHEL
Shell Plc ADR Each Rep 2 CORP COMMON
-8.72%
Shares1.0K
Event2026-03-31
Filed2026-05-04
EGP
Eastgroup Properties Inc
0.00%
Shares521
Event2026-03-31
Filed2026-05-04
SBUX
Starbucks Corporation
-6.53%
Shares1.1K
Event2026-03-31
Filed2026-05-04
HCA
Hca Healthcare Inc
0.00%
Shares200
Event2026-03-31
Filed2026-05-04
SCHV
Schwab US Large-cap Value Etf Large Cap
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-04
Linde PLC New
Linde PLC New
0.00%
Shares176
Event2026-03-31
Filed2026-05-04
HBAN
Huntington Bancshares Inc
New
Shares5.4K
Event2026-03-31
Filed2026-05-04
ZBH
Zimmer Biomet Holdings Inc
17.63%
Shares941
Event2026-03-31
Filed2026-05-04
YUMC
Yum China Holdings
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-04
MPLX
MPLX LP Com
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-04
VHT
Vanguard Health Care ETF
0.00%
Shares298
Event2026-03-31
Filed2026-05-04
EXC
Exelon Corp.
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-04
GEHC
Ge Healthcare Technologies Inc Ordinary Shares
167.06%
Shares1.1K
Event2026-03-31
Filed2026-05-04
SYY
Sysco Corporation
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-04
PRU
Prudential Financial, Inc
0.00%
Shares800
Event2026-03-31
Filed2026-05-04
SBR
Sabine Royalty Trust
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-04
ED
Consolidated Edison Inc. Com
-8.21%
Shares660
Event2026-03-31
Filed2026-05-04
TD
Toronto Dominion BK Com New
0.00%
Shares800
Event2026-03-31
Filed2026-05-04
MGK
Vanguard Mega Cap Growth ETF
0.00%
Shares200
Event2026-03-31
Filed2026-05-04
WMB
Williams Companies Inc
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-04
STLD
Steel Dynamics Inc Com
0.00%
Shares400
Event2026-03-31
Filed2026-05-04
SCHX
Schwab US Large-cap Etf Large Cap
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-04
FIS
Fidelity National Information Services, Inc.
-34.09%
Shares1.4K
Event2026-03-31
Filed2026-05-04
Alps ETF Tr Alerian MLP ETF
Alps ETF Tr Alerian MLP ETF
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-04
BDX
Becton Dickinson Co Com
0.00%
Shares400
Event2026-03-31
Filed2026-05-04
GDXJ
Vaneck Junior Gold Miners ETF
0.00%
Shares500
Event2026-03-31
Filed2026-05-04
COF
Capital One Financial Corp COMMON
0.00%
Shares328
Event2026-03-31
Filed2026-05-04
XLV
Sector SPDR Tr SBI Healthcare
0.00%
Shares400
Event2026-03-31
Filed2026-05-04
IJT
iShares Small Cap 600 G ETF
0.00%
Shares400
Event2026-03-31
Filed2026-05-04
MKL
Markel Group INC CORP COMMON
New
Shares30
Event2026-03-31
Filed2026-05-04
SPGI
S&P Global Inc Ordinary Shares
6.35%
Shares134
Event2026-03-31
Filed2026-05-04
DRI
Darden Restaurants Inc Com
-18.55%
Shares281
Event2026-03-31
Filed2026-05-04
Blackrock Funding Inc Ordinary Shares
Blackrock Funding Inc Ordinary Shares
0.00%
Shares56
Event2026-03-31
Filed2026-05-04
DE
Deere & Co. Ordinary Shares
0.00%
Shares95
Event2026-03-31
Filed2026-05-04
GPC
Genuine Parts Co
0.00%
Shares500
Event2026-03-31
Filed2026-05-04
KIM
Kimco Realty Corp Reit COMMON
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-04
OXY
Occidental Petroleum Corp
-71.76%
Shares787
Event2026-03-31
Filed2026-05-04
TXN
Texas Instruments Inc
0.00%
Shares249
Event2026-03-31
Filed2026-05-04
Qnity Electronics Inc Ordinary Shares
Qnity Electronics Inc Ordinary Shares
-76.51%
Shares404
Event2026-03-31
Filed2026-05-04
EVN
Eaton Vance Municipal Income Trust Cf
0.00%
Shares4.5K
Event2026-03-31
Filed2026-05-04
DGX
Quest Diagnostics INC CORP COMMON
0.00%
Shares230
Event2026-03-31
Filed2026-05-04
MPC
Marathon Petroleum Corp Com
0.00%
Shares183
Event2026-03-31
Filed2026-05-04
TSLA
Tesla INC CORP COMMON
0.00%
Shares120
Event2026-03-31
Filed2026-05-04
Blackstone Inc CL A
Blackstone Inc CL A
0.00%
Shares352
Event2026-03-31
Filed2026-05-04
WTRG
Essential Utils Incorporated
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-04
SJM
The J. M. Smucker Company
0.00%
Shares414
Event2026-03-31
Filed2026-05-04
Brookfield Infrastructure Corp. Ordinary Shares - Class A (Exchangeable Sub Voting)
Brookfield Infrastructure Corp. Ordinary Shares - Class A (Exchangeable Sub Voting)
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-04
IWF
iShares Tr Rus 1000 Grw ETF
0.00%
Shares90
Event2026-03-31
Filed2026-05-04
STT
State Street Corp Com
0.00%
Shares300
Event2026-03-31
Filed2026-05-04
NVG
Nuveen Ehcd AMT Free Mun Cred
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-04
VTV
Vanguard Value ETF
0.00%
Shares187
Event2026-03-31
Filed2026-05-04
ROK
Rockwell Automation Inc Ordinary Shares
0.00%
Shares100
Event2026-03-31
Filed2026-05-04
WBD
Warner Bros Discovery INC Bros. Srs A CORP COMMON
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-04
FITB
Fifth Third Bancorp Ordinary Shares
-30.00%
Shares700
Event2026-03-31
Filed2026-05-04
MET
Metlife, Inc
0.00%
Shares450
Event2026-03-31
Filed2026-05-04
RPV
Invesco Exchange-Traded Fund Trust S&p 500 Pure Value Etf
0.00%
Shares290
Event2026-03-31
Filed2026-05-04
IYW
Blackrock Institutional Trust Company N.A. Ishares U.S. Technology Etf
New
Shares170
Event2026-03-31
Filed2026-05-04
HLN
Haleon Plc ADR Rep 2 CORP COMMON
-8.00%
Shares3.0K
Event2026-03-31
Filed2026-05-04
PYPL
Paypal Hldgs Inc
-56.27%
Shares645
Event2026-03-31
Filed2026-05-04
ENB
Enbridge Incorporated (Canada)
0.00%
Shares536
Event2026-03-31
Filed2026-05-04
MTB
M&t Bank Corp COMMON
0.00%
Shares140
Event2026-03-31
Filed2026-05-04
IJK
iShares S P Mid Cap 400 Growth ETF
0.00%
Shares280
Event2026-03-31
Filed2026-05-04
RCL
Royal Caribbean Cruises Ltd Group
0.00%
Shares100
Event2026-03-31
Filed2026-05-04
Versant Media Group Inc Ordinary Shares- Class A
Versant Media Group Inc Ordinary Shares- Class A
New
Shares714
Event2026-03-31
Filed2026-05-04
HR
Healthcare Realty Trust Inc Ordinary Shares - Class A
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-04
KMI
Kinder Morgan Inc
0.00%
Shares777
Event2026-03-31
Filed2026-05-04
VTRS
Viatris Inc
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-04
CNQ
Canadian Natural Resources Ltd. Ordinary Shares
0.00%
Shares500
Event2026-03-31
Filed2026-05-04
VRSN
Verisign, INC Verisign CORP COMMON
0.00%
Shares97
Event2026-03-31
Filed2026-05-04
KLAC
Kla Corp. Ordinary Shares
0.00%
Shares16
Event2026-03-31
Filed2026-05-04
Invesco SP 500 Equal Weight ETF
Invesco SP 500 Equal Weight ETF
-13.57%
Shares121
Event2026-03-31
Filed2026-05-04
USB
US Bancorp Del Com New
-64.31%
Shares444
Event2026-03-31
Filed2026-05-04
Invesco QQQ Trust
Invesco QQQ Trust
0.00%
Shares40
Event2026-03-31
Filed2026-05-04
JCI
Johnson Controls International Plc
0.00%
Shares175
Event2026-03-31
Filed2026-05-04
WAB
Wabtec Corporation
New
Shares89
Event2026-03-31
Filed2026-05-04
XLE
The Energy Select Sector SPDR Fund
0.00%
Shares360
Event2026-03-31
Filed2026-05-04
AGG
iShares Tr Core Totusbd ETF
0.00%
Shares220
Event2026-03-31
Filed2026-05-04
LQD
iShares Tr Iboxx Invest Iboxx Inv Cpbd
0.00%
Shares200
Event2026-03-31
Filed2026-05-04
WY
Weyerhaeuser Co.
-55.81%
Shares867
Event2026-03-31
Filed2026-05-04
FVD
First Tr Value Line Div Indx Shs
0.00%
Shares450
Event2026-03-31
Filed2026-05-04
WDS
Woodside Energy Group Ltd ADR
New
Shares834
Event2026-03-31
Filed2026-05-04
EHC
Encompass Health Corp Ordinary Shares
0.00%
Shares205
Event2026-03-31
Filed2026-05-04
PPL
PPL Corp
0.00%
Shares509
Event2026-03-31
Filed2026-05-04
WCC
Wesco International INC Intl CORP COMMON
0.00%
Shares69
Event2026-03-31
Filed2026-05-04
FAST
Fastenal Co
0.00%
Shares404
Event2026-03-31
Filed2026-05-04
National Grid PLC
National Grid PLC
0.00%
Shares219
Event2026-03-31
Filed2026-05-04
OLED
Universal Display Corp COMMON
0.00%
Shares200
Event2026-03-31
Filed2026-05-04
Accenture PLC Class A
Accenture PLC Class A
-59.11%
Shares92
Event2026-03-31
Filed2026-05-04
WSM
Williams-sonoma INC Williams Sonoma CORP COMMON
0.00%
Shares100
Event2026-03-31
Filed2026-05-04
Unilever Plc ADR
Unilever Plc ADR
0.00%
Shares318
Event2026-03-31
Filed2026-05-04
CFG
Citizens Financial Group
0.00%
Shares300
Event2026-03-31
Filed2026-05-04
HLT
Hilton Worldwide Holdings Inc Ordinary Shares
0.00%
Shares58
Event2026-03-31
Filed2026-05-04
PNC
PNC Financial Services Group Inc
0.00%
Shares83
Event2026-03-31
Filed2026-05-04
VBF
Invesco Bd FD
-32.35%
Shares1.1K
Event2026-03-31
Filed2026-05-04
KTOS
Kratos Defense & Security Solutions, Inc.
0.00%
Shares240
Event2026-03-31
Filed2026-05-04
GM
General Motors
0.00%
Shares225
Event2026-03-31
Filed2026-05-04
WELL
Welltower Inc Exchange
0.00%
Shares83
Event2026-03-31
Filed2026-05-04
WAT
Waters Corp. Ordinary Shares
New
Shares54
Event2026-03-31
Filed2026-05-04
VTR
Ventas Inc
0.00%
Shares194
Event2026-03-31
Filed2026-05-04
TU
Telus Corp.
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-04
MTD
Mettler-Toledo International COMMON
0.00%
Shares12
Event2026-03-31
Filed2026-05-04
BP
BP PLC Spons ADR
0.00%
Shares295
Event2026-03-31
Filed2026-05-04
ATO
ATMOS Energy Corp Com
-31.82%
Shares75
Event2026-03-31
Filed2026-05-04
TT
Trane Technologies Plc CORP COMMON
0.00%
Shares32
Event2026-03-31
Filed2026-05-04
BSX
Boston Scientific Corp. Ordinary Shares
0.00%
Shares209
Event2026-03-31
Filed2026-05-04
VALE
Vale S.A. ADR
New
Shares727
Event2026-03-31
Filed2026-05-04
A
Agilent Technologies, Inc.
0.00%
Shares100
Event2026-03-31
Filed2026-05-04
PAA
Plains All American Pipeline Lp Unit
New
Shares500
Event2026-03-31
Filed2026-05-04
NVO
Novo Nordisk A/S
0.00%
Shares300
Event2026-03-31
Filed2026-05-04
ADM
Archer Daniels Midland Co
-56.02%
Shares146
Event2026-03-31
Filed2026-05-04
JPC
Nuveen Pfd Income Oppr
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-04
ADI
Analog Devices INC CORP COMMON
0.00%
Shares33
Event2026-03-31
Filed2026-05-04
CHIQ
Global X Msci China Consumer Discretionary Etf
0.00%
Shares500
Event2026-03-31
Filed2026-05-04
PLD
Prologis Inc
0.00%
Shares75
Event2026-03-31
Filed2026-05-04
HPE
Hewlett Packard Ennterprise Co
-18.53%
Shares378
Event2026-03-31
Filed2026-05-04
VDE
Vanguard Energy Index Fund ETF Shares
0.00%
Shares50
Event2026-03-31
Filed2026-05-04
XLI
Sector SPDR Tr SBI Int-Industrial
0.00%
Shares50
Event2026-03-31
Filed2026-05-04
RITM
Rithm Capital Corporation Ordinary Shares
0.00%
Shares800
Event2026-03-31
Filed2026-05-04
BBDC
Barings BDC Inc
0.00%
Shares879
Event2026-03-31
Filed2026-05-04
QBTS
D-Wave Quantum Inc Ordinary Shares
0.00%
Shares500
Event2026-03-31
Filed2026-05-04
POOL
Pool Corp COMMON
0.00%
Shares35
Event2026-03-31
Filed2026-05-04
CC
Chemours Co Com
0.00%
Shares320
Event2026-03-31
Filed2026-05-04
EXE
Expand Energy Corporation
0.00%
Shares60
Event2026-03-31
Filed2026-05-04
FPF
First Trust Portfolios (US) Intermediate Duration Preferred & Income Fund
0.00%
Shares365
Event2026-03-31
Filed2026-05-04
SCZ
iShares Tr Eafe Sml CP ETF
0.00%
Shares75
Event2026-03-31
Filed2026-05-04
Vodafone Group PLC ADR
Vodafone Group PLC ADR
0.00%
Shares381
Event2026-03-31
Filed2026-05-04
ICLR
Icon PLC
0.00%
Shares50
Event2026-03-31
Filed2026-05-04
SCHD
Schwab US Dividend Equity Etf
0.00%
Shares180
Event2026-03-31
Filed2026-05-04
PCT
Purecycle Technologies INC CORP COMMON
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-04
GXO
Gxo Logistics INC CORP COMMON
0.00%
Shares99
Event2026-03-31
Filed2026-05-04
IGF
Blackrock Institutional Trust Company N.A. Ishares Global Infrastructure Etf
0.00%
Shares75
Event2026-03-31
Filed2026-05-04
Crown Castle Intl Corp
Crown Castle Intl Corp
0.00%
Shares60
Event2026-03-31
Filed2026-05-04
CPB
The Campbell's Company
0.00%
Shares215
Event2026-03-31
Filed2026-05-04
SOLV
Solventum Corp Ordinary Shares
-42.74%
Shares67
Event2026-03-31
Filed2026-05-04
APD
Air Products and Chemicals Inc
0.00%
Shares12
Event2026-03-31
Filed2026-05-04
NWL
Newell Brands Inc
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-04
CRML
Critical Metals Corp. Ordinary Shares
New
Shares380
Event2026-03-31
Filed2026-05-04
XLF
Sector SPDR Tr SBI Int-Finl
0.00%
Shares60
Event2026-03-31
Filed2026-05-04
MSI
Motorola Solutions Inc Ordinary Shares
New
Shares6
Event2026-03-31
Filed2026-05-04
CCL
Carnival Corp Paired CTF
0.00%
Shares100
Event2026-03-31
Filed2026-05-04
XLB
State Street Materials Select Sector SPDR ETF
0.00%
Shares50
Event2026-03-31
Filed2026-05-04
ZBRA
Zebra Technologies Corp
0.00%
Shares10
Event2026-03-31
Filed2026-05-04
OGN
Organon and Co
New
Shares305
Event2026-03-31
Filed2026-05-04
NAT
Nordic American Tankers LTD
0.00%
Shares310
Event2026-03-31
Filed2026-05-04
Hp Inc Ordinary Shares
Hp Inc Ordinary Shares
-81.40%
Shares90
Event2026-03-31
Filed2026-05-04
RIG
Transocean Ltd
New
Shares254
Event2026-03-31
Filed2026-05-04
Rb Global INC CORP COMMON
Rb Global INC CORP COMMON
0.00%
Shares15
Event2026-03-31
Filed2026-05-04
CBRL
Cracker Barrel Old CTR Com
0.00%
Shares50
Event2026-03-31
Filed2026-05-04
Magnum Ice Cream Company N.V. Ordinary Shares
Magnum Ice Cream Company N.V. Ordinary Shares
0.00%
Shares71
Event2026-03-31
Filed2026-05-04
VWO
Vanguard Group, Inc. Ftse Emerging Markets Etf
New
Shares18
Event2026-03-31
Filed2026-05-04
VLUE
Blackrock Institutional Trust Company N.A. Ishares Msci Usa Value Factor Etf
New
Shares6
Event2026-03-31
Filed2026-05-04
SSSS
Suro Capital Corp
0.00%
Shares78
Event2026-03-31
Filed2026-05-04
IQLT
Blackrock Institutional Trust Company N.A. Ishares Msci Intl Quality Factor Etf
New
Shares18
Event2026-03-31
Filed2026-05-04
BIZD
Vaneck BDC Income ETF
0.00%
Shares50
Event2026-03-31
Filed2026-05-04
DFIV
Dimensional Etf Trust International Value
New
Shares8
Event2026-03-31
Filed2026-05-04
VYX
NCR Corporation
0.00%
Shares62
Event2026-03-31
Filed2026-05-04
VAL.WS
Valaris Limited Wt Exp
0.00%
Shares19
Event2026-03-31
Filed2026-05-04
TDOC
Teladoc Health Inc
0.00%
Shares20
Event2026-03-31
Filed2026-05-04

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Citizens National Bank Trust Department Institutional Holdings, Portfolio & P&L β€” TradeFomo