Fund HoldingsAMG National Trust Bank

Total Portfolio Value
$3.42B
Total Bought
$181.14M
Total Sold
$184.04M
Net Transaction
-$2.89M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)653,564650,004-3,560310,646339,9989.93%+29,352
ISHARES TR3,790,4953,770,895-19,600294,635317,0959.26%+22,459
LOWES COS INC(LOW)435,589435,382-20796,940110,9053.24%+13,965
BALL CORP1,269,0671,245,080-23,98772,99783,8692.45%+10,872
ISHARES TR879,658888,075+8,417176,556186,7625.46%+10,206
VANGUARD INDEX FDS146,662149,776+3,11464,06271,9972.10%+7,935
ISHARES TR
CORE MSCI EAFE
557,938633,030+75,09239,25146,9831.37%+7,733
DISNEY WALT CO(DIS)074,319+74,31909,0940.27%+9,094
ISHARES TR130,562130,569+762,36068,6442.01%+6,284
VANGUARD INDEX FDS275,024274,784-24065,24171,4162.09%+6,175
ISHARES TR261,137258,718-2,41968,48674,5192.18%+6,033
ISHARES TR
CORE MSCI TOTAL
1,560,5781,572,484+11,906101,328106,7093.12%+5,380
ISHARES TR135,950136,094+14441,21645,8701.34%+4,654
NVIDIA CORPORATION(NVDA)11,19511,003-1925,5449,9420.29%+4,398
SPDR INDEX SHS FDS
ST STR NAT ETF
119,396189,556+70,1606,76410,9810.32%+4,217
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
30,22284,369+54,1472,4226,6000.19%+4,178
INVESCO QQQ TR86,55788,616+2,05935,44739,3461.15%+3,900
SKYWORKS SOLUTIONS INC(SWKS)035,685+35,68503,8650.11%+3,865
GRAPHIC PACKAGING HLDG CO(GPK)843,319843,319020,78824,6080.72%+3,820
AMAZON COM INC(AMZN)123,398125,007+1,60918,74922,5490.66%+3,800
ISHARES TR797,287792,938-4,34960,07563,3241.85%+3,248
ISHARES TR
CONV BD ETF
0449,518+449,518035,8851.05%+35,885
MICROSOFT CORP(MSFT)68,47468,508+3425,74928,8230.84%+3,074
BERKSHIRE HATHAWAY INC DEL033+33020,9370.61%+20,937
PPL CORP(PPL)097,908+97,90802,6950.08%+2,695
ISHARES TR0193,545+193,54506,2380.18%+6,238
ALIBABA GROUP HLDG LTD(BABA)036,276+36,27602,6250.08%+2,625
LLOYDS BANKING GROUP PLC(LYG)0997,099+997,09902,5820.08%+2,582
SPDR GOLD TR(GLD)104,893109,008+4,11520,05222,4250.66%+2,373
ELI LILLY & CO(LLY)011,621+11,62109,0410.26%+9,041
VANGUARD STAR FDS723,989733,008+9,01941,96244,2001.29%+2,238
HOME DEPOT INC(HD)85,02782,638-2,38929,46631,7000.93%+2,234
ISHARES GOLD TR(IAU)238,798272,117+33,3199,32011,4320.33%+2,111
VANGUARD INDEX FDS125,726126,512+78626,82128,9190.84%+2,098
ISHARES TR323,247314,052-9,19533,76635,8461.05%+2,080
META PLATFORMS INC(META)14,04114,470+4294,9707,0260.21%+2,056
ISHARES TR143,232143,255+2323,66925,6590.75%+1,989
ISHARES TR366,221355,226-10,99542,58844,5211.30%+1,933
ADVANCE AUTO PARTS INC(AAP)022,557+22,55701,9190.06%+1,919
MOLSON COORS BEVERAGE CO(TAP)0312,649+312,649021,0260.61%+21,026
JPMORGAN CHASE & CO(JPM)52,45253,754+1,3028,92210,7670.31%+1,845
ISHARES TR278,393279,891+1,49832,63334,4771.01%+1,844
SCHWAB CHARLES CORP(SCHW)96,817116,374+19,5576,6618,4180.25%+1,757
BAXTER INTL INC69,278102,735+33,4572,6784,3910.13%+1,713
VANGUARD SPECIALIZED FUNDS97,663100,208+2,54516,64218,2990.53%+1,657
BERKSHIRE HATHAWAY INC DEL22,94323,351+4088,1839,8200.29%+1,637
BRISTOL-MYERS SQUIBB CO(BMY)044,192+44,19202,3970.07%+2,397
NEXTERA ENERGY INC(NEE)053,292+53,29203,4060.10%+3,406
CITIGROUP INC(C)86,37093,465+7,0954,4435,9110.17%+1,468
SIMPLY GOOD FOODS CO(SMPL)042,729+42,72901,4540.04%+1,454
HYATT HOTELS CORP(H)44,77744,77705,8397,1470.21%+1,308
ISHARES TR55,65356,552+89914,03715,3140.45%+1,277
CORNING INC(GLW)099,589+99,58903,2820.10%+3,282
EXXON MOBIL CORP073,026+73,02608,4880.25%+8,488
RTX CORPORATION(RTX)081,104+81,10407,9100.23%+7,910
ISHARES INC037,933+37,93301,2040.04%+1,204
ISHARES TR779,706767,842-11,86439,79640,9951.20%+1,199
ISHARES TR0139,380+139,38006,8850.20%+6,885
HORMEL FOODS CORP(HRL)0435,692+435,692015,2010.44%+15,201
ISHARES INC
MSCI MLY ETF NEW
053,601+53,60101,1680.03%+1,168
AMERICAN EXPRESS CO(AXP)25,50026,084+5844,7775,9390.17%+1,162
CAMDEN PPTY TR(CPT)011,686+11,68601,1500.03%+1,150
ECOLAB INC(ECL)32,69832,831+1336,4867,5810.22%+1,095
STRYKER CORPORATION(SYK)017,392+17,39206,2240.18%+6,224
ALLSTATE CORP(ALL)031,844+31,84405,5090.16%+5,509
ISHARES TR37,521188,378+150,85710,39911,4420.33%+1,043
TAIWAN SEMICONDUCTOR MFG LTD(TSM)027,060+27,06003,6820.11%+3,682
BORGWARNER INC043,425+43,42501,5090.04%+1,509
VANGUARD BD INDEX FDS1,331,1301,361,321+30,19197,90598,8732.89%+968
PEPSICO INC(PEP)033,464+33,46405,8570.17%+5,857
DOMINION ENERGY INC(D)44,75661,777+17,0212,1043,0390.09%+935
SPDR SER TR
ST STR CONV ETF
0120,414+120,41408,7950.26%+8,795
ISHARES INC037,059+37,05901,4190.04%+1,419
VANGUARD INDEX FDS99,41796,213-3,20423,12824,0400.70%+911
QUALCOMM INC(QCOM)019,842+19,84203,3590.10%+3,359
CORPAY INC(CPAY)02,865+2,86508840.03%+884
ISHARES TR
MSCI UK ETF NEW
035,658+35,65801,2200.04%+1,220
SPDR DOW JONES INDL AVERAGE(DIA)47,90847,521-38718,05518,9010.55%+847
SELECT SECTOR SPDR TR
ST STR TECHN ETF
58,26557,834-43111,21512,0450.35%+830
MKS INSTRS INC(MKSI)06,152+6,15208180.02%+818
ABRDN SILVER ETF TRUST290,411311,836+21,4256,6137,4250.22%+812
MARATHON PETE CORP(MPC)015,118+15,11803,0460.09%+3,046
PROCTER AND GAMBLE CO(PG)051,969+51,96908,4320.25%+8,432
ORACLE CORP(ORCL)040,998+40,99805,1500.15%+5,150
MERCK & CO INC(MRK)037,360+37,36004,9300.14%+4,930
ALPHABET INC(GOOG)063,910+63,91009,6460.28%+9,646
ISHARES INC048,728+48,72801,2020.04%+1,202
SELECT SECTOR SPDR TR
ST STR FINL ETF
167,578165,857-1,7216,3016,9860.20%+685
VANGUARD BD INDEX FDS018,692+18,69201,3520.04%+1,352
CARLYLE GROUP INC(CG)97,13398,611+1,4783,9524,6260.14%+673
ALPHABET INC(GOOG)67,05466,440-6149,45010,1160.30%+666
INTERNATIONAL BUSINESS MACHS(IBM)018,088+18,08803,4540.10%+3,454
TRANE TECHNOLOGIES PLC(TT)010,860+10,86003,2600.10%+3,260
VANGUARD WORLD FD71,68671,944+2586,0986,7040.20%+607
FEDEX CORP(FDX)18,40017,957-4434,6555,2030.15%+548
VERIZON COMMUNICATIONS INC(VZ)160,636157,326-3,3106,0566,6010.19%+545
IDACORP INC(IDA)013,012+13,01201,2090.04%+1,209
ABBVIE INC(ABBV)021,506+21,50603,9160.11%+3,916
SCHWAB STRATEGIC TR051,642+51,64204,1640.12%+4,164
TOWNEBANK PORTSMOUTH VA
COM
24,92844,831+19,9037421,2580.04%+516
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