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| Happy Holidays!! thanks for using AUM13F!! |
| First National Advisers LLC
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| CRD # | 277146 |
| SEC # | 801-103473 |
| CIK # | 0001941030 |
| AUM | $6.6 B (2025-04-09) |
| Employees | 37 (76% Investors, 0% Brokers) |
| Phone | 800-538-7298 |
| Address | 14010 Fnb Parkway Omaha, NE 68154 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001941030 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 41.7 | ||
| Nvidia Corp | 35.1 | ||
| Apple Inc | 34.2 | ||
| Amazon Com Inc | 19.8 | ||
| J P Morgan Chase & Co | 17.3 | ||
| Facebook Inc | 17.2 | ||
| Alphabet Inc | 15.9 | ||
| Abbott Laboratories | 8.8 | ||
| Lilly Eli & Co | 7.9 | ||
| Mastercard Inc | 7.7 | ||
| Costco Wholesale Corp /NEW | 7.1 | ||
| FPL Group Inc | 6.8 | ||
| United Technologies Corp /DE/ | 6.2 | ||
| Priceline Com Inc | 6.1 | ||
| Wal Mart Stores Inc | 6.0 | ||
| Amgen Inc | 5.8 | ||
| Qualcomm Inc/DE | 5.8 | ||
| Alphabet Inc | 5.5 | ||
| Exxon Mobil Corp | 5.4 | ||
| Amphenol Corp /DE/ | 5.3 | ||
| BlackRock Inc | 5.3 | ||
| Coca Cola Co | 5.1 | ||
| Wells Fargo & Co/MN | 5.1 | ||
| EOG Resources Inc | 4.8 | ||
| Zoetis Inc | 4.8 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 868 | 0.2 |
| (b) Individuals (high net worth individuals) | 312 | 1.3 |
| (c) Banking or thrift institutions | 0 | 4.5 |
| (d) Investment companies | 1 | 0.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 34 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,221 | 6.6 |
| By Discretionary | ||
| Discretionary | 1,221 | 6.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,221 | 6.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.6 | |
| Total | 1,221 | 6.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001941030] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Empirical Financial Services LLC
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WA | 6.7 |
|
Callan Family Office LLC
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|
PA | 6.7 |
|
Hardman Johnston Global Advisors LLC
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|
CT | 6.7 |
|
Provident Trust Company
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|
WI | 6.6 |
|
Human Interest Advisors LLC
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|
CA | 6.6 |
|
Gradient Investments LLC
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|
MN | 6.6 |
|
Carnegie Capital Asset Management LLC
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|
OH | 6.5 |
|
Sagespring Wealth Partners
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|
TN | 6.5 |
|
Aldrich Wealth Limited Partnership
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|
OR | 6.5 |
|
Ritholtz Wealth Management
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|
NY | 6.5 |