Fund HoldingsAMG National Trust Bank

Total Portfolio Value
$3.71B
Total Bought
$92.22M
Total Sold
$337.04M
Net Transaction
-$244.83M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ISHARES TR03,805,322+3,805,3220335,4019.03%+335,401
LOWES COS INC(LOW)0434,428+434,4280117,6653.17%+117,665
ISHARES TR934,994914,767-20,227189,701202,0635.44%+12,362
BALL CORP01,226,122+1,226,122083,2662.24%+83,266
V F CORP(VFC)01,449,699+1,449,699028,9220.78%+28,922
HOME DEPOT INC(HD)091,670+91,670037,1451.00%+37,145
ISHARES TR
CORE MSCI TOTAL
1,605,2871,587,069-18,218108,453115,2693.10%+6,816
RTX CORPORATION(RTX)(Put)045,000+45,00005,452+5,452
CVS HEALTH CORP(CVS)0113,975+113,97507,1670.19%+7,167
SOLAREDGE TECHNOLOGIES INC(SEDG)0177,000+177,00004,0550.11%+4,055
ISHARES TR294,707293,853-85435,65439,6911.07%+4,037
VANGUARD INDEX FDS167,261166,091-1,17083,65287,6412.36%+3,989
SPDR INDEX SHS FDS
ST STR NAT ETF
268,922328,050+59,12815,01918,9190.51%+3,899
ISHARES TR0356,138+356,138047,0991.27%+47,099
ABRDN SILVER ETF TRUST339,626426,974+87,3489,45512,7020.34%+3,247
ISHARES TR0303,068+303,068050,5581.36%+50,558
VANGUARD STAR FDS0721,979+721,979046,7411.26%+46,741
ISHARES TR0753,505+753,505043,1161.16%+43,116
ISHARES TR0318,719+318,719021,0070.57%+21,007
GRAPHIC PACKAGING HLDG CO(GPK)0843,319+843,319024,9540.67%+24,954
CSX CORP(CSX)098,581+98,58103,4040.09%+3,404
BERKSHIRE HATHAWAY INC DEL033+33022,8090.61%+22,809
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
172,687193,169+20,48213,10015,6910.42%+2,591
DOLLAR GEN CORP NEW(DG)029,455+29,45502,4910.07%+2,491
SPDR GOLD TR(GLD)111,080108,448-2,63223,88326,3590.71%+2,476
WARNER BROS DISCOVERY INC(WBD)0418,014+418,01403,4490.09%+3,449
CARRIER GLOBAL CORPORATION(CARR)(Put)030,000+30,00002,415+2,415
ISHARES TR61,43064,716+3,28616,12718,3790.49%+2,252
MOLSON COORS BEVERAGE CO(TAP)0315,038+315,038018,1210.49%+18,121
ISHARES TR
CONV BD ETF
484,267480,712-3,55538,07840,2211.08%+2,143
AT&T INC(T)0146,547+146,54703,2240.09%+3,224
ISHARES TR0319,095+319,095037,4271.01%+37,427
KENVUE INC(KVUE)257,186280,095+22,9094,6766,4790.17%+1,803
VANGUARD SPECIALIZED FUNDS109,608109,898+29020,00921,7660.59%+1,757
UNITEDHEALTH GROUP INC(UNH)16,89517,673+7788,60410,3330.28%+1,729
SUN CMNTYS INC(SUI)012,503+12,50301,6900.05%+1,690
ISHARES TR
CORE MSCI EAFE
787,094753,338-33,75657,17458,7981.58%+1,624
SPDR DOW JONES INDL AVERAGE(DIA)047,295+47,295020,0110.54%+20,011
BRISTOL-MYERS SQUIBB CO(BMY)117,595122,403+4,8084,8846,3330.17%+1,449
VANGUARD BD INDEX FDS1,399,8201,361,908-37,912100,857102,2932.75%+1,436
GILEAD SCIENCES INC(GILD)066,993+66,99305,6170.15%+5,617
MSCI INC(MSCI)011,925+11,92506,9510.19%+6,951
HUNTINGTON BANCSHARES INC(HBAN)086,373+86,37301,2700.03%+1,270
ALIBABA GROUP HLDG LTD(BABA)036,277+36,27703,8500.10%+3,850
NEWMONT CORP(NEM)98,08899,375+1,2874,1075,3120.14%+1,205
ISHARES TR310,431329,332+18,9019,79410,9440.29%+1,150
NATIONAL GRID PLC(NGG)016,100+16,10001,1220.03%+1,122
CHARTER COMMUNICATIONS INC N(CHTR)03,429+3,42901,1110.03%+1,111
WENDYS CO(WEN)062,276+62,27601,0910.03%+1,091
ISHARES GOLD TR(IAU)306,054292,128-13,92613,44514,5190.39%+1,074
RTX CORPORATION(RTX)88,05281,733-6,3198,8409,9030.27%+1,063
ISHARES TR141,557139,951-1,60651,59852,5351.41%+937
HANOVER INS GROUP INC(THG)010,705+10,70501,5860.04%+1,586
APPLE INC(AAPL)(Put)40,00040,00008,4259,320+895
CF INDS HLDGS INC(CF)010,340+10,34008870.02%+887
FLOWERS FOODS INC(FLO)068,292+68,29201,5750.04%+1,575
ALKERMES PLC(ALKS)35,44559,645+24,2008541,6690.04%+815
PPL CORP(PPL)0112,170+112,17003,7110.10%+3,711
FIRST HORIZON CORPORATION(FHN)091,620+91,62001,4230.04%+1,423
BAXTER INTL INC0137,040+137,04005,2030.14%+5,203
META PLATFORMS INC(META)012,718+12,71807,2800.20%+7,280
ISHARES SILVER TR(SLV)442,450437,933-4,51711,75612,4420.33%+686
VANGUARD WHITEHALL FDS072,321+72,32109,2720.25%+9,272
GE HEALTHCARE TECHNOLOGIES I(GEHC)017,121+17,12101,6070.04%+1,607
SHERWIN WILLIAMS CO(SHW)07,536+7,53602,8760.08%+2,876
BRITISH AMERN TOB PLC(BTI)084,281+84,28103,0830.08%+3,083
TRANE TECHNOLOGIES PLC(TT)010,700+10,70004,1590.11%+4,159
DOMINION ENERGY INC(D)057,879+57,87903,3450.09%+3,345
SCHWAB STRATEGIC TR053,922+53,92204,5580.12%+4,558
SPDR SER TR
ST STR CONV ETF
0125,606+125,60609,6200.26%+9,620
ISHARES INC0147,538+147,53807,7060.21%+7,706
TRUIST FINL CORP(TFC)0154,636+154,63606,6140.18%+6,614
VANGUARD MALVERN FDS0260,899+260,899012,8650.35%+12,865
BARCLAYS PLC0333,787+333,78704,0560.11%+4,056
SCHWAB STRATEGIC TR022,829+22,82901,5490.04%+1,549
VANGUARD INDEX FDS013,420+13,42002,6940.07%+2,694
HORMEL FOODS CORP(HRL)0425,133+425,133013,4770.36%+13,477
ISHARES INC07,784+7,78404060.01%+406
ECOLAB INC(ECL)032,428+32,42808,2800.22%+8,280
LLOYDS BANKING GROUP PLC(LYG)01,002,428+1,002,42803,1280.08%+3,128
CINTAS CORP(CTAS)012,584+12,58402,5910.07%+2,591
WILLIS TOWERS WATSON PLC LTD(WTW)012,634+12,63403,7210.10%+3,721
F5 INC(FFIV)07,832+7,83201,7250.05%+1,725
VERIZON COMMUNICATIONS INC(VZ)0156,301+156,30107,0190.19%+7,019
META PLATFORMS INC(META)(Put)5,0005,00002,5212,862+341
ISHARES TR0137,688+137,688026,1330.70%+26,133
COMCAST CORP NEW(CCZ)0107,850+107,85004,5050.12%+4,505
FISERV INC(FISV)020,652+20,65203,7100.10%+3,710
TOWNEBANK PORTSMOUTH VA
COM
050,929+50,92901,6840.05%+1,684
PAYPAL HLDGS INC(PYPL)06,620+6,62005170.01%+517
UNITED RENTALS INC(URI)01,898+1,89801,5350.04%+1,535
KLA CORP(KLAC)0686+68605320.01%+532
INGREDION INC(INGR)011,220+11,22001,5420.04%+1,542
AMERICAN ELEC PWR CO INC22,53122,016-5151,9772,2590.06%+282
NISOURCE INC(NI)48,64248,408-2341,4011,6770.05%+276
REGIONS FINANCIAL CORP NEW(RF)075,696+75,69601,7660.05%+1,766
KKR & CO INC(KKR)02,079+2,07902710.01%+271
ISHARES TR
CORE MSCI EURO
067,186+67,18604,0940.11%+4,094
AFLAC INC(AFL)024,931+24,93102,7870.08%+2,787
L3HARRIS TECHNOLOGIES INC(LHX)019,591+19,59104,6600.13%+4,660
Page 1 of 1