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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
VVisa Inc
Recent Activity
Increased 108.46%
0.62%
$1.13M
3,575 shares@ $316.04 avg price
IEFAIshares Tr Core Msci Eafe
Recent Activity
Decreased -27.3%
0.62%
$1.128M
16,046 shares@ $70.29 avg price
VOXVanguard Communication Services Etf
Recent Activity
0.61%
$1.117M
7,207 shares@ $154.97 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.29%
0.56%
$1.013M
5,702 shares@ $177.7 avg price
PREFPrincipal Spectrum Pref Sec Active Etf
Recent Activity
Increased 2.48%
0.54%
$979,053
52,609 shares@ $18.61 avg price
LOWLowes Companies Inc
Recent Activity
0.53%
$971,898
3,938 shares@ $246.8 avg price
IVWIshare S&p 500 Growth Indexfund
Recent Activity
Increased 3.47%
0.52%
$953,164
9,388 shares@ $101.54 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -20.08%
0.5%
$913,275
6,315 shares@ $144.62 avg price
GOOGLAlphabet Inc Class A
Recent Activity
Decreased -0.59%
0.5%
$911,290
4,814 shares@ $189.3 avg price
NVDANvidia Corp
Recent Activity
Increased 0.52%
0.49%
$884,971
6,590 shares@ $134.29 avg price