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John J Gonner

@First Community Trust Na

Latest period2024 - Q4ReportedManaged Assets$139.981MTotal holdings319
Assets growth rate14.39%Assets growth rate (2-Q avg)9.52%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in First Community Trust Na's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 319 positions.

Assets under management

The assets under management (AUM) of First Community Trust Na over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 139.981M in assets, with a quarterly growth rate of 14.39% and a 2-quarter average growth rate of 9.52%. The portfolio is managed by John J Gonner, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VMBSVanguard Scottsdale Mtg Backed Funds Etf
Recent Activity
New Position
0.01%
$6,620
146 shares@ $45.35 avg price
FTCFirst Trust Exchange-traded Fund Iii Large Capital Growth Alphadex
Recent Activity
New Position
0.01%
$6,360
46 shares@ $138.27 avg price
LRGELegg Mason Etf Investment Trust Clearbridge Large Cap Growth Esg
Recent Activity
New Position
0.01%
$5,645
75 shares@ $75.27 avg price
EPIWisdomtree Trust India Earnings Fund
Recent Activity
New Position
0.01%
$3,531
78 shares@ $45.27 avg price
FVFirst Trust Dorsey Wright Focus 5 Etf
Recent Activity
New Position
0.01%
$2,894
49 shares@ $59.07 avg price
USSGXtrackers Msci Usa Esg Leaders Equity
Recent Activity
New Position
0.01%
$2,861
53 shares@ $53.99 avg price
VEAVanguard Ftse Developed Markets Etf
Recent Activity
New Position
0.01%
$669
14 shares@ $47.79 avg price