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Jeffrey P Gribben

@First Citizens Financial Corp

Latest period2024 - Q4ReportedManaged Assets$184.195MTotal holdings121
Assets growth rate-2.56%Assets growth rate (2-Q avg)4.66%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in First Citizens Financial Corp's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 121 positions.

Assets under management

The assets under management (AUM) of First Citizens Financial Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 184.195M in assets, with a quarterly growth rate of -2.56% and a 2-quarter average growth rate of 4.66%. The portfolio is managed by Jeffrey P Gribben, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MEARIshares Us Etf Tr Blackrock Short Muni
Recent Activity
Exited
0%
$830,298
16,502 shares@ $50.32 avg price
MUBIshares National Muni Bd Etf
Recent Activity
Exited
0%
$433,108
3,987 shares@ $108.64 avg price
CVXChevron Corporation
Recent Activity
Exited
0%
$298,664
2,028 shares@ $147.28 avg price
STZConstellation Brands Inc
Recent Activity
Exited
0%
$229,602
891 shares@ $257.7 avg price
PFEPfizer Inc Common Stock
Recent Activity
Exited
0%
$218,497
7,550 shares@ $28.94 avg price
AZNAstrazeneca Plc Spon Adr
Recent Activity
Exited
0%
$202,254
2,596 shares@ $77.91 avg price