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Michael D. Coyne

@First National Trust Co

Latest period2024 - Q3ReportedManaged Assets$2.588BTotal holdings395
Assets growth rate6.49%Assets growth rate (2-Q avg)2.58%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in First National Trust Co's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 395 positions.

Assets under management

The assets under management (AUM) of First National Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.588B in assets, with a quarterly growth rate of 6.49% and a 2-quarter average growth rate of 2.58%. The portfolio is managed by Michael D. Coyne, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GLDSpdr Gold Tr
Recent Activity
Increased 34.45%
2.68%
$69.276M
285,015 shares@ $243.06 avg price
IEFAIshares Tr
Recent Activity
Increased 10.19%
2.55%
$65.888M
844,172 shares@ $78.05 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.51%
1.81%
$46.744M
250,868 shares@ $186.33 avg price
AVGOBroadcom Inc
Recent Activity
Increased 914.07%
1.48%
$38.143M
221,116 shares@ $172.5 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.06%
1.3%
$33.49M
58,504 shares@ $572.44 avg price
MDYGSpdr Ser Tr
Recent Activity
Increased 3.13%
1.24%
$32.006M
364,788 shares@ $87.74 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 8.07%
1.14%
$29.392M
63,860 shares@ $460.26 avg price
MDYVSpdr Ser Tr
Recent Activity
Increased 6.06%
1.07%
$27.511M
346,222 shares@ $79.46 avg price
SCHRSchwab Strategic Tr
Recent Activity
Increased 9.29%
0.96%
$24.587M
485,900 shares@ $50.6 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 40.24%
0.85%
$21.773M
169,838 shares@ $128.2 avg price