FineMark National Bank & Trust
Latest statistics and disclosures from FineMark National Bank & Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UPS, SPY, AAPL, IVV, MSFT, and represent 25.88% of FineMark National Bank & Trust's stock portfolio.
- Added to shares of these 10 stocks: BLK (+$23M), MRVL (+$12M), PANW (+$5.8M), CDW, QQQ, QCOM, TSCO, NEE, STAG, EMXC.
- Started 42 new stock positions in HCMC, IHI, Arista Networks, Carter Validus Missioncritical Reit Ii Inccl A, VCIT, VOT, Enterin, ARCC, AXON, CIBR.
- Reduced shares in these 10 stocks: , GEV, BX, HLI, MS, ORCL, BND, AAPL, MSFT, AVGO.
- Sold out of its positions in AVEM, ANET, AZN, BAX, BlackRock, BLDR, CGCB, CSGP, DVN, DFUV.
- FineMark National Bank & Trust was a net buyer of stock by $9.5M.
- FineMark National Bank & Trust has $2.9B in assets under management (AUM), dropping by -0.23%.
- Central Index Key (CIK): 0001537720
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Portfolio Holdings for FineMark National Bank & Trust
FineMark National Bank & Trust holds 438 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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United Parcel Service CL B (UPS) | 7.6 | $217M | 1.7M | 126.10 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.8 | $167M | 285k | 586.08 |
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Apple (AAPL) | 5.0 | $144M | 577k | 250.42 |
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Ishares Tr Core S&p500 Etf (IVV) | 4.6 | $132M | 224k | 588.68 |
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Microsoft Corporation (MSFT) | 2.9 | $83M | -2% | 196k | 421.50 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.5 | $71M | 124k | 569.58 |
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Broadcom (AVGO) | 2.3 | $66M | -2% | 284k | 231.84 |
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NVIDIA Corporation (NVDA) | 2.1 | $60M | 445k | 134.29 |
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Ishares Tr Russell 2000 Etf (IWM) | 1.8 | $53M | 238k | 220.96 |
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Alphabet Cap Stk Cl C (GOOG) | 1.8 | $51M | -2% | 268k | 190.44 |
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Amazon (AMZN) | 1.7 | $48M | 219k | 219.39 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $38M | 613k | 62.31 |
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JPMorgan Chase & Co. (JPM) | 1.2 | $36M | 149k | 239.71 |
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Home Depot (HD) | 1.2 | $35M | -3% | 89k | 388.99 |
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Ishares Tr Msci Eafe Etf (EFA) | 1.1 | $32M | +3% | 427k | 75.61 |
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Meta Platforms Cl A (META) | 1.1 | $32M | 54k | 585.51 |
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Mastercard Incorporated Cl A (MA) | 1.0 | $28M | -2% | 54k | 526.57 |
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Procter & Gamble Company (PG) | 1.0 | $28M | 165k | 167.65 |
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Honeywell International (HON) | 0.9 | $27M | -2% | 119k | 225.89 |
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UnitedHealth (UNH) | 0.9 | $26M | 52k | 505.86 |
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Quanta Services (PWR) | 0.9 | $25M | 80k | 316.05 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.9 | $25M | 198k | 127.59 |
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TJX Companies (TJX) | 0.9 | $25M | 204k | 120.81 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $23M | 73k | 322.16 |
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Wal-Mart Stores (WMT) | 0.8 | $23M | -2% | 259k | 90.35 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.8 | $23M | 34.00 | 680920.00 |
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Adobe Systems Incorporated (ADBE) | 0.8 | $23M | -3% | 51k | 444.68 |
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Blackrock (BLK) | 0.8 | $23M | NEW | 22k | 1025.11 |
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Caterpillar (CAT) | 0.8 | $22M | -3% | 60k | 362.76 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $21M | 47k | 453.28 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $21M | 111k | 189.30 |
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Kkr & Co (KKR) | 0.7 | $20M | 136k | 147.91 |
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Nextera Energy (NEE) | 0.7 | $20M | +10% | 275k | 71.69 |
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Raytheon Technologies Corp (RTX) | 0.7 | $20M | 170k | 115.72 |
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Hilton Worldwide Holdings (HLT) | 0.7 | $20M | 79k | 247.16 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $19M | +17% | 38k | 511.23 |
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Trane Technologies SHS (TT) | 0.7 | $19M | -3% | 53k | 369.35 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $19M | 167k | 115.22 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $18M | 62k | 289.81 |
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Exxon Mobil Corporation (XOM) | 0.6 | $18M | 167k | 107.57 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $18M | 51k | 351.79 |
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Morgan Stanley Com New (MS) | 0.6 | $18M | -11% | 141k | 125.72 |
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Danaher Corporation (DHR) | 0.6 | $18M | -3% | 77k | 229.55 |
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Fiserv (FI) | 0.6 | $17M | 85k | 205.42 |
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.6 | $17M | +4% | 245k | 70.00 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $17M | 32k | 538.81 |
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Visa Com Cl A (V) | 0.6 | $17M | 54k | 316.04 |
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Oracle Corporation (ORCL) | 0.6 | $17M | -10% | 101k | 166.64 |
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Abbvie (ABBV) | 0.6 | $17M | -2% | 95k | 177.70 |
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Progressive Corporation (PGR) | 0.6 | $17M | +3% | 70k | 239.61 |
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Ge Vernova (GEV) | 0.6 | $17M | -20% | 51k | 328.93 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $16M | 388k | 41.82 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $16M | 83k | 190.88 |
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Intercontinental Exchange (ICE) | 0.5 | $15M | -3% | 102k | 149.01 |
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Johnson & Johnson (JNJ) | 0.5 | $15M | -3% | 105k | 144.62 |
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Cdw (CDW) | 0.5 | $15M | +45% | 83k | 174.04 |
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Qualcomm (QCOM) | 0.5 | $14M | +17% | 93k | 153.62 |
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Cisco Systems (CSCO) | 0.5 | $14M | 240k | 59.20 |
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Eli Lilly & Co. (LLY) | 0.5 | $14M | 18k | 772.00 |
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Arthur J. Gallagher & Co. (AJG) | 0.5 | $13M | 47k | 283.85 |
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Coca-Cola Company (KO) | 0.5 | $13M | 213k | 62.26 |
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McDonald's Corporation (MCD) | 0.4 | $13M | 44k | 289.89 |
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Merck & Co (MRK) | 0.4 | $13M | -2% | 128k | 99.48 |
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Broadridge Financial Solutions (BR) | 0.4 | $13M | 56k | 226.09 |
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Lowe's Companies (LOW) | 0.4 | $12M | 50k | 246.80 |
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Constellation Brands Cl A (STZ) | 0.4 | $12M | 56k | 221.00 |
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Servicenow (NOW) | 0.4 | $12M | +3% | 12k | 1060.12 |
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Anthem (ELV) | 0.4 | $12M | -2% | 32k | 368.90 |
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EOG Resources (EOG) | 0.4 | $12M | 97k | 122.58 |
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Marvell Technology (MRVL) | 0.4 | $12M | NEW | 107k | 110.45 |
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Thermo Fisher Scientific (TMO) | 0.4 | $12M | 23k | 520.23 |
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Lockheed Martin Corporation (LMT) | 0.4 | $12M | -2% | 24k | 485.96 |
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Amgen (AMGN) | 0.4 | $12M | 45k | 260.64 |
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Walt Disney Company (DIS) | 0.4 | $12M | 105k | 111.35 |
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Palo Alto Networks (PANW) | 0.4 | $12M | +101% | 63k | 181.96 |
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Intuitive Surgical Com New (ISRG) | 0.4 | $11M | 21k | 521.96 |
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Duke Energy Corp Com New (DUK) | 0.4 | $11M | 103k | 107.74 |
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Shell Spon Ads (SHEL) | 0.4 | $11M | 175k | 62.65 |
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Digital Realty Trust (DLR) | 0.4 | $11M | +3% | 60k | 177.33 |
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Blackstone Group Inc Com Cl A (BX) | 0.4 | $11M | -21% | 62k | 172.42 |
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Icon SHS (ICLR) | 0.3 | $10M | 48k | 209.71 |
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Chart Industries (GTLS) | 0.3 | $9.7M | +3% | 51k | 190.84 |
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Union Pacific Corporation (UNP) | 0.3 | $9.6M | -9% | 42k | 228.04 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $8.6M | +12% | 85k | 101.53 |
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Northrop Grumman Corporation (NOC) | 0.3 | $8.0M | 17k | 469.29 |
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Pepsi (PEP) | 0.3 | $8.0M | -6% | 53k | 152.06 |
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Analog Devices (ADI) | 0.3 | $7.8M | 37k | 212.46 |
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Watsco, Incorporated (WSO) | 0.3 | $7.8M | -2% | 16k | 473.89 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $7.7M | +3% | 99k | 77.27 |
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BP Sponsored Adr (BP) | 0.3 | $7.7M | -8% | 259k | 29.56 |
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Linde SHS (LIN) | 0.3 | $7.5M | 18k | 418.67 |
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Hess (HES) | 0.2 | $6.9M | 52k | 133.01 |
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Spdr Gold Tr Gold Shs (GLD) | 0.2 | $6.8M | 28k | 242.13 |
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AvalonBay Communities (AVB) | 0.2 | $6.8M | 31k | 219.97 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $6.5M | 16k | 401.58 |
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Philip Morris International (PM) | 0.2 | $6.4M | 53k | 120.35 |
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Owens Corning (OC) | 0.2 | $6.4M | 38k | 170.32 |
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Quest Diagnostics Incorporated (DGX) | 0.2 | $6.4M | 42k | 150.86 |
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Chevron Corporation (CVX) | 0.2 | $6.1M | 42k | 144.84 |
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Diamondback Energy (FANG) | 0.2 | $6.1M | 37k | 163.83 |
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Houlihan Lokey Cl A (HLI) | 0.2 | $6.1M | -27% | 35k | 173.66 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $6.0M | +3% | 8.7k | 693.08 |
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Medtronic SHS (MDT) | 0.2 | $6.0M | -7% | 75k | 79.88 |
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Costco Wholesale Corporation (COST) | 0.2 | $5.8M | 6.3k | 916.27 |
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Marsh & McLennan Companies (MMC) | 0.2 | $5.6M | 26k | 212.41 |
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Abbott Laboratories (ABT) | 0.2 | $5.5M | 49k | 113.11 |
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Ishares Gold Tr Ishares New (IAU) | 0.2 | $5.5M | +6% | 111k | 49.51 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $5.4M | 61k | 88.40 |
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Pfizer (PFE) | 0.2 | $5.2M | -7% | 197k | 26.53 |
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Starbucks Corporation (SBUX) | 0.2 | $5.2M | -2% | 57k | 91.25 |
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Stag Industrial (STAG) | 0.2 | $5.1M | +44% | 151k | 33.82 |
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Tesla Motors (TSLA) | 0.2 | $4.8M | +3% | 12k | 403.84 |
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Bank of America Corporation (BAC) | 0.2 | $4.4M | +6% | 101k | 43.95 |
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Diageo Spon Adr New (DEO) | 0.2 | $4.4M | -12% | 34k | 127.13 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $4.3M | 25k | 175.23 |
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Callaway Golf Company (MODG) | 0.1 | $4.3M | 545k | 7.86 |
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Deere & Company (DE) | 0.1 | $4.1M | 9.7k | 423.70 |
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Emerson Electric (EMR) | 0.1 | $4.1M | 33k | 123.93 |
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American Tower Reit (AMT) | 0.1 | $4.0M | -6% | 22k | 183.41 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $3.9M | +24% | 31k | 126.75 |
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Ameriprise Financial (AMP) | 0.1 | $3.7M | 7.0k | 532.43 |
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Exelon Corporation (EXC) | 0.1 | $3.7M | -4% | 99k | 37.64 |
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Wells Fargo & Company (WFC) | 0.1 | $3.6M | 51k | 70.24 |
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Applied Materials (AMAT) | 0.1 | $3.5M | 22k | 162.63 |
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Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $3.4M | +24% | 43k | 78.65 |
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Alexandria Real Estate Equities (ARE) | 0.1 | $3.3M | -11% | 34k | 97.55 |
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Nxp Semiconductors N V (NXPI) | 0.1 | $3.2M | 16k | 207.85 |
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Altria (MO) | 0.1 | $3.2M | 61k | 52.29 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $3.2M | 24k | 132.10 |
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Capital One Financial (COF) | 0.1 | $2.9M | 17k | 178.32 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $2.9M | -3% | 49k | 59.73 |
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Select Sector Spdr Tr Technology (XLK) | 0.1 | $2.9M | 12k | 232.52 |
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Nike CL B (NKE) | 0.1 | $2.8M | -15% | 37k | 75.67 |
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Us Bancorp Del Com New (USB) | 0.1 | $2.7M | -3% | 57k | 47.83 |
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American Express Company (AXP) | 0.1 | $2.6M | 8.8k | 296.79 |
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Ishares Tr Select Divid Etf (DVY) | 0.1 | $2.5M | 19k | 131.29 |
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Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $2.5M | +2% | 8.7k | 287.82 |
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Canadian Natl Ry (CNI) | 0.1 | $2.4M | -16% | 23k | 101.51 |
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Tractor Supply Company (TSCO) | 0.1 | $2.4M | +400% | 45k | 53.06 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $2.4M | +5% | 24k | 96.90 |
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Valero Energy Corporation (VLO) | 0.1 | $2.4M | 19k | 122.59 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.4M | 12k | 197.49 |
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3M Company (MMM) | 0.1 | $2.3M | -5% | 18k | 129.09 |
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Verizon Communications (VZ) | 0.1 | $2.2M | -3% | 56k | 39.99 |
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Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $2.1M | +11% | 16k | 129.34 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $2.1M | +39% | 20k | 106.84 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.0M | 11k | 195.83 |
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Netflix (NFLX) | 0.1 | $2.0M | +2% | 2.3k | 891.32 |
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International Business Machines (IBM) | 0.1 | $2.0M | 9.3k | 219.83 |
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AmerisourceBergen (COR) | 0.1 | $2.0M | 9.0k | 224.68 |
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Bristol Myers Squibb (BMY) | 0.1 | $2.0M | -7% | 35k | 56.56 |
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Citigroup Com New (C) | 0.1 | $2.0M | 28k | 70.39 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.9M | +182% | 84k | 23.18 |
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Goldman Sachs (GS) | 0.1 | $1.9M | +4% | 3.4k | 572.62 |
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Carrier Global Corporation (CARR) | 0.1 | $1.8M | -3% | 27k | 68.26 |
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $1.8M | +5% | 21k | 89.33 |
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Ishares Msci Emrg Chn (EMXC) | 0.1 | $1.8M | +472% | 33k | 55.45 |
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Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.8M | +14% | 4.4k | 410.44 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.8M | 37k | 47.82 |
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Air Products & Chemicals (APD) | 0.1 | $1.7M | -5% | 6.0k | 290.04 |
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Booking Holdings (BKNG) | 0.1 | $1.7M | 341.00 | 4968.42 |
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Colgate-Palmolive Company (CL) | 0.1 | $1.7M | +2% | 18k | 90.91 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.6M | 6.9k | 240.28 |
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CSX Corporation (CSX) | 0.1 | $1.6M | 51k | 32.27 |
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Sandy Spring Ban (SASR) | 0.1 | $1.6M | 48k | 33.71 |
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Cbre Group Cl A (CBRE) | 0.1 | $1.6M | 12k | 131.29 |
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Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $1.6M | 51k | 30.78 |
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General Dynamics Corporation (GD) | 0.1 | $1.6M | 5.9k | 263.49 |
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Rio Tinto Sponsored Adr (RIO) | 0.1 | $1.5M | -2% | 26k | 58.81 |
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Stryker Corporation (SYK) | 0.1 | $1.5M | 4.2k | 360.05 |
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Kinder Morgan (KMI) | 0.1 | $1.5M | 55k | 27.40 |
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Illinois Tool Works (ITW) | 0.1 | $1.5M | -2% | 5.8k | 253.56 |
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Cummins (CMI) | 0.1 | $1.5M | 4.2k | 348.60 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.4M | -7% | 20k | 70.28 |
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Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.0 | $1.4M | -5% | 23k | 60.82 |
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First Financial Ban (FFBC) | 0.0 | $1.4M | 50k | 26.88 |
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Novartis Sponsored Adr (NVS) | 0.0 | $1.4M | -6% | 14k | 97.31 |
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Arista Networks Com Shs | 0.0 | $1.3M | NEW | 12k | 110.53 |
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Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.0 | $1.3M | +3% | 44k | 30.03 |
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Travelers Companies (TRV) | 0.0 | $1.3M | 5.5k | 240.89 |
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Ge Aerospace Com New (GE) | 0.0 | $1.3M | 7.8k | 166.79 |
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L3harris Technologies (LHX) | 0.0 | $1.3M | 6.2k | 210.28 |
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Charles Schwab Corporation (SCHW) | 0.0 | $1.3M | 18k | 74.01 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $1.3M | -5% | 25k | 51.70 |
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Select Sector Spdr Tr Energy (XLE) | 0.0 | $1.3M | 15k | 85.66 |
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ConocoPhillips (COP) | 0.0 | $1.3M | +2% | 13k | 99.17 |
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Comcast Corp Cl A (CMCSA) | 0.0 | $1.3M | -13% | 33k | 37.53 |
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Metropcs Communications (TMUS) | 0.0 | $1.2M | -4% | 5.7k | 220.73 |
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Texas Instruments Incorporated (TXN) | 0.0 | $1.2M | -26% | 6.6k | 187.51 |
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Ishares Silver Tr Ishares (SLV) | 0.0 | $1.2M | 47k | 26.33 |
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Target Corporation (TGT) | 0.0 | $1.2M | 9.1k | 135.18 |
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PNC Financial Services (PNC) | 0.0 | $1.2M | 6.3k | 192.85 |
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Cme (CME) | 0.0 | $1.2M | +3% | 5.2k | 232.23 |
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Vanguard World Inf Tech Etf (VGT) | 0.0 | $1.2M | -2% | 1.9k | 621.80 |
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Advanced Micro Devices (AMD) | 0.0 | $1.2M | -6% | 9.9k | 120.79 |
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Eaton Corp SHS (ETN) | 0.0 | $1.2M | 3.5k | 331.87 |
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Marathon Petroleum Corp (MPC) | 0.0 | $1.1M | -3% | 8.1k | 139.50 |
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Amcor Ord (AMCR) | 0.0 | $1.1M | -9% | 119k | 9.41 |
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Boeing Company (BA) | 0.0 | $1.1M | -16% | 6.3k | 177.00 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.1M | -8% | 4.2k | 264.13 |
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Vanguard Index Fds Value Etf (VTV) | 0.0 | $1.1M | 6.5k | 169.30 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $1.1M | +168% | 49k | 22.70 |
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American Electric Power Company (AEP) | 0.0 | $1.1M | -5% | 12k | 92.23 |
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Delta Air Lines Inc Del Com New (DAL) | 0.0 | $1.1M | +2% | 18k | 60.50 |
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Hca Holdings (HCA) | 0.0 | $1.1M | 3.6k | 300.15 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $1.1M | 7.7k | 137.57 |
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Interpublic Group of Companies (IPG) | 0.0 | $1.1M | 38k | 28.02 |
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New Jersey Resources Corporation (NJR) | 0.0 | $1.0M | 22k | 46.65 |
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Dupont De Nemours (DD) | 0.0 | $1.0M | -2% | 14k | 76.25 |
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Autodesk (ADSK) | 0.0 | $998k | 3.4k | 295.57 |
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Workday Cl A (WDAY) | 0.0 | $986k | 3.8k | 258.03 |
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Archer Daniels Midland Company (ADM) | 0.0 | $979k | 19k | 50.52 |
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FedEx Corporation (FDX) | 0.0 | $978k | 3.5k | 281.33 |
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Allstate Corporation (ALL) | 0.0 | $967k | +26% | 5.0k | 192.79 |
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Sherwin-Williams Company (SHW) | 0.0 | $959k | -4% | 2.8k | 339.93 |
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Uber Technologies (UBER) | 0.0 | $954k | 16k | 60.32 |
|
|
Intuit (INTU) | 0.0 | $948k | 1.5k | 628.50 |
|
|
Spdr Ser Tr S&p Homebuild Put Option (XHB) | 0.0 | $941k | 9.0k | 104.50 |
|
|
General Motors Company (GM) | 0.0 | $909k | 17k | 53.27 |
|
|
Paychex (PAYX) | 0.0 | $907k | -4% | 6.5k | 140.22 |
|
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $892k | +25% | 5.5k | 161.77 |
|
Ishares Tr Tips Bd Etf (TIP) | 0.0 | $890k | -18% | 8.4k | 106.55 |
|
Uscf Etf Tr Midstream Energy (UMI) | 0.0 | $880k | 18k | 49.65 |
|
|
Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $878k | 12k | 74.27 |
|
|
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $854k | +198% | 31k | 27.71 |
|
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $841k | +74% | 46k | 18.50 |
|
Cigna Corp (CI) | 0.0 | $832k | 3.0k | 276.14 |
|
|
Corning Incorporated (GLW) | 0.0 | $832k | +23% | 18k | 47.52 |
|
Norfolk Southern (NSC) | 0.0 | $831k | 3.5k | 234.70 |
|
|
Ishares Core Msci Emkt (IEMG) | 0.0 | $806k | 15k | 52.22 |
|
|
Otis Worldwide Corp (OTIS) | 0.0 | $801k | 8.7k | 92.61 |
|
|
Standard Motor Products (SMP) | 0.0 | $791k | 26k | 30.98 |
|
|
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $779k | +27% | 2.3k | 342.16 |
|
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $779k | -7% | 4.7k | 164.17 |
|
Dominion Resources (D) | 0.0 | $776k | 14k | 53.86 |
|
|
S&p Global (SPGI) | 0.0 | $771k | -6% | 1.5k | 498.03 |
|
Harrow Health (HROW) | 0.0 | $763k | 23k | 33.55 |
|
|
Wec Energy Group (WEC) | 0.0 | $760k | -6% | 8.1k | 94.04 |
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $759k | +184% | 2.7k | 280.06 |
|
Fastenal Company (FAST) | 0.0 | $759k | -12% | 11k | 71.91 |
|
PPG Industries (PPG) | 0.0 | $748k | -3% | 6.3k | 119.45 |
|
Tcg Bdc (CGBD) | 0.0 | $746k | 42k | 17.93 |
|
|
Atlantic Union B (AUB) | 0.0 | $742k | 20k | 37.88 |
|
|
Tidal Trust Iii Rockefeller Glob | 0.0 | $741k | NEW | 30k | 24.71 |
|
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $738k | 38k | 19.59 |
|
|
Phillips 66 (PSX) | 0.0 | $731k | -7% | 6.4k | 113.93 |
|
At&t (T) | 0.0 | $730k | 32k | 22.77 |
|
|
Kla Corp Com New (KLAC) | 0.0 | $722k | 1.1k | 630.12 |
|
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $720k | +29% | 4.0k | 178.08 |
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $711k | +195% | 26k | 27.32 |
|
Palantir Technologies Cl A (PLTR) | 0.0 | $697k | -5% | 9.2k | 75.63 |
|
Apollo Global Mgmt (APO) | 0.0 | $694k | 4.2k | 165.16 |
|
|
Fortune Brands (FBIN) | 0.0 | $687k | 10k | 68.33 |
|
|
Select Sector Spdr Tr Financial (XLF) | 0.0 | $681k | +25% | 14k | 48.33 |
|
Manulife Finl Corp (MFC) | 0.0 | $677k | 22k | 30.71 |
|
|
Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $672k | NEW | 4.6k | 145.35 |
|
Public Service Enterprise (PEG) | 0.0 | $662k | 7.8k | 84.49 |
|
|
SYSCO Corporation (SYY) | 0.0 | $656k | 8.6k | 76.46 |
|
|
Wyndham Hotels And Resorts (WH) | 0.0 | $646k | 6.4k | 100.79 |
|
|
Moody's Corporation (MCO) | 0.0 | $628k | 1.3k | 473.37 |
|
|
Xcel Energy (XEL) | 0.0 | $620k | 9.2k | 67.52 |
|
|
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $611k | 8.1k | 75.69 |
|
|
Williams Companies (WMB) | 0.0 | $605k | -8% | 11k | 54.12 |
|
Tapestry (TPR) | 0.0 | $598k | 9.2k | 65.33 |
|
|
Chubb (CB) | 0.0 | $578k | -5% | 2.1k | 276.30 |
|
Ross Stores (ROST) | 0.0 | $572k | 3.8k | 151.27 |
|
|
Dow (DOW) | 0.0 | $563k | 14k | 40.13 |
|
|
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $557k | 6.1k | 90.93 |
|
|
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $548k | 2.6k | 210.45 |
|
|
Tidal Trust Iii Rockefeller Us S | 0.0 | $548k | NEW | 22k | 25.51 |
|
Enterprise Products Partners (EPD) | 0.0 | $546k | 17k | 31.36 |
|
|
Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $546k | 4.9k | 110.58 |
|
|
Evergy (EVRG) | 0.0 | $544k | 8.8k | 61.55 |
|
|
Schlumberger Com Stk (SLB) | 0.0 | $541k | -2% | 14k | 38.34 |
|
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $538k | NEW | 10k | 53.05 |
|
salesforce (CRM) | 0.0 | $537k | +81% | 1.6k | 334.33 |
|
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $526k | 14k | 37.42 |
|
|
Bank of New York Mellon Corporation (BK) | 0.0 | $525k | 6.8k | 76.83 |
|
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $518k | 12k | 44.04 |
|
|
TransDigm Group Incorporated (TDG) | 0.0 | $515k | -9% | 406.00 | 1267.28 |
|
Globe Life (GL) | 0.0 | $510k | 4.6k | 111.52 |
|
|
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $509k | 11k | 48.42 |
|
|
Corteva (CTVA) | 0.0 | $497k | -10% | 8.7k | 56.96 |
|
Fortinet (FTNT) | 0.0 | $497k | +2% | 5.3k | 94.48 |
|
Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $495k | 5.1k | 96.83 |
|
|
Neogenomics Com New (NEO) | 0.0 | $493k | 30k | 16.48 |
|
|
Ishares Tr Mbs Etf (MBB) | 0.0 | $485k | -14% | 5.3k | 91.68 |
|
Consolidated Edison (ED) | 0.0 | $484k | 5.4k | 89.23 |
|
|
Western Alliance Bancorporation (WAL) | 0.0 | $480k | 5.8k | 83.54 |
|
|
Zoetis Cl A (ZTS) | 0.0 | $478k | -17% | 2.9k | 162.93 |
|
First Ban (FNLC) | 0.0 | $469k | 17k | 27.35 |
|
|
Oneok (OKE) | 0.0 | $465k | +2% | 4.6k | 100.40 |
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $450k | 2.0k | 224.35 |
|
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $449k | 2.4k | 185.13 |
|
|
O'reilly Automotive (ORLY) | 0.0 | $446k | 376.00 | 1185.80 |
|
|
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $445k | 6.3k | 70.59 |
|
|
CVS Caremark Corporation (CVS) | 0.0 | $443k | -25% | 9.9k | 44.89 |
|
Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $442k | -3% | 4.9k | 90.06 |
|
Ishares Tr Core Div Grwth (DGRO) | 0.0 | $436k | 7.1k | 61.34 |
|
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $434k | -27% | 7.6k | 57.41 |
|
Rogers Communications CL B (RCI) | 0.0 | $430k | 14k | 30.73 |
|
|
Aon Shs Cl A (AON) | 0.0 | $430k | 1.2k | 359.16 |
|
|
Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $428k | 19k | 22.98 |
|
|
Ingersoll Rand (IR) | 0.0 | $423k | 4.7k | 90.46 |
|
|
Sempra Energy (SRE) | 0.0 | $422k | +9% | 4.8k | 87.72 |
|
WSFS Financial Corporation (WSFS) | 0.0 | $421k | 7.9k | 53.13 |
|
|
Electronic Arts (EA) | 0.0 | $421k | -2% | 2.9k | 146.30 |
|
Kraft Heinz (KHC) | 0.0 | $418k | -19% | 14k | 30.71 |
|
Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $403k | -14% | 13k | 31.44 |
|
Microchip Technology (MCHP) | 0.0 | $397k | 6.9k | 57.35 |
|
|
Edwards Lifesciences (EW) | 0.0 | $395k | -17% | 5.3k | 74.03 |
|
First Solar (FSLR) | 0.0 | $392k | 2.2k | 176.24 |
|
|
Markel Corporation (MKL) | 0.0 | $392k | 227.00 | 1726.23 |
|
|
Kimberly-Clark Corporation (KMB) | 0.0 | $392k | -6% | 3.0k | 131.04 |
|
Chipotle Mexican Grill (CMG) | 0.0 | $389k | 6.5k | 60.30 |
|
|
Southern Company (SO) | 0.0 | $387k | 4.7k | 82.32 |
|
|
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $387k | 7.3k | 53.24 |
|
|
Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $387k | +11% | 4.4k | 88.79 |
|
International Flavors & Fragrances (IFF) | 0.0 | $386k | -2% | 4.6k | 84.55 |
|
Select Sector Spdr Tr Indl (XLI) | 0.0 | $382k | 2.9k | 131.76 |
|
|
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $378k | +92% | 15k | 25.86 |
|
Oge Energy Corp (OGE) | 0.0 | $376k | 9.1k | 41.25 |
|
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $373k | 4.2k | 89.08 |
|
|
Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $371k | 11k | 35.48 |
|
|
Gilead Sciences (GILD) | 0.0 | $371k | 4.0k | 92.37 |
|
|
Intel Corporation (INTC) | 0.0 | $371k | 19k | 20.05 |
|
|
Paypal Holdings (PYPL) | 0.0 | $369k | -34% | 4.3k | 85.35 |
|
McKesson Corporation (MCK) | 0.0 | $367k | 644.00 | 569.91 |
|
|
Becton, Dickinson and (BDX) | 0.0 | $365k | -4% | 1.6k | 226.87 |
|
Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $360k | +17% | 5.5k | 65.08 |
|
Rockwell Automation (ROK) | 0.0 | $349k | -9% | 1.2k | 285.79 |
|
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $345k | +16% | 6.0k | 57.53 |
|
Carlisle Companies (CSL) | 0.0 | $341k | 925.00 | 368.84 |
|
|
Veeva Sys Cl A Com (VEEV) | 0.0 | $337k | 1.6k | 210.25 |
|
|
Hershey Company (HSY) | 0.0 | $336k | 2.0k | 169.35 |
|
|
Packaging Corporation of America (PKG) | 0.0 | $331k | +2% | 1.5k | 225.13 |
|
Shopify Cl A (SHOP) | 0.0 | $329k | 3.1k | 106.33 |
|
|
Federal Signal Corporation (FSS) | 0.0 | $327k | 3.5k | 92.39 |
|
|
First Horizon National Corporation (FHN) | 0.0 | $321k | 16k | 20.14 |
|
|
Ishares Tr Ishares Biotech (IBB) | 0.0 | $319k | NEW | 2.4k | 132.21 |
|
Waste Management (WM) | 0.0 | $319k | -15% | 1.6k | 201.79 |
|
Marriott Intl Cl A (MAR) | 0.0 | $318k | -5% | 1.1k | 278.94 |
|
Sabine Rty Tr Unit Ben Int (SBR) | 0.0 | $318k | NEW | 4.9k | 64.81 |
|
Bank Of Montreal Cadcom (BMO) | 0.0 | $314k | -63% | 3.2k | 97.05 |
|
United Sts Oil Units (USO) | 0.0 | $310k | NEW | 4.1k | 75.55 |
|
Ishares Tr Msci India Etf (INDA) | 0.0 | $308k | 5.9k | 52.64 |
|
|
Micron Technology (MU) | 0.0 | $306k | +3% | 3.6k | 84.16 |
|
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $305k | 5.2k | 58.93 |
|
|
Vertiv Holdings Com Cl A (VRT) | 0.0 | $300k | NEW | 2.6k | 113.61 |
|
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $300k | 7.4k | 40.34 |
|
|
Rbc Cad (RY) | 0.0 | $297k | 2.5k | 120.51 |
|
|
Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $296k | 3.8k | 76.90 |
|
|
Roper Industries (ROP) | 0.0 | $295k | -22% | 567.00 | 519.85 |
|
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $295k | 7.2k | 40.67 |
|
|
Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $293k | NEW | 4.8k | 60.56 |
|
Enbridge (ENB) | 0.0 | $291k | 6.9k | 42.43 |
|
|
Vanguard World Financials Etf (VFH) | 0.0 | $291k | -2% | 2.5k | 118.07 |
|
Automatic Data Processing (ADP) | 0.0 | $289k | +4% | 986.00 | 292.73 |
|
Ares Capital Corporation (ARCC) | 0.0 | $283k | NEW | 13k | 21.89 |
|
Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $280k | 2.6k | 108.24 |
|
|
American Water Works (AWK) | 0.0 | $277k | 2.2k | 124.49 |
|
|
The Trade Desk Com Cl A (TTD) | 0.0 | $272k | 2.3k | 117.53 |
|
|
Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $270k | -8% | 11k | 24.92 |
|
AutoZone (AZO) | 0.0 | $266k | 83.00 | 3202.00 |
|
|
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $265k | -6% | 1.4k | 189.98 |
|
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $264k | +2% | 9.0k | 29.20 |
|
Genuine Parts Company (GPC) | 0.0 | $264k | -15% | 2.3k | 116.76 |
|
Forestar Group (FOR) | 0.0 | $263k | 10k | 25.92 |
|
|
Cincinnati Financial Corporation (CINF) | 0.0 | $259k | 1.8k | 143.70 |
|
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $258k | +17% | 3.3k | 78.01 |
|
Ford Motor Company (F) | 0.0 | $257k | -13% | 26k | 9.90 |
|
Axon Enterprise (AXON) | 0.0 | $255k | NEW | 429.00 | 594.32 |
|
T. Rowe Price (TROW) | 0.0 | $253k | -4% | 2.2k | 113.09 |
|
CarMax (KMX) | 0.0 | $253k | 3.1k | 81.76 |
|
|
D.R. Horton (DHI) | 0.0 | $249k | -57% | 1.8k | 139.82 |
|
United Rentals (URI) | 0.0 | $247k | 350.00 | 704.44 |
|
|
Verisk Analytics (VRSK) | 0.0 | $245k | 890.00 | 275.43 |
|
|
Global Payments (GPN) | 0.0 | $245k | 2.2k | 112.06 |
|
|
Hologic (HOLX) | 0.0 | $243k | 3.4k | 72.09 |
|
|
Fortive (FTV) | 0.0 | $243k | 3.2k | 75.00 |
|
|
HEICO Corporation (HEI) | 0.0 | $243k | -26% | 1.0k | 237.74 |
|
General Mills (GIS) | 0.0 | $242k | 3.8k | 63.77 |
|
|
MetLife (MET) | 0.0 | $239k | -7% | 2.9k | 81.88 |
|
Ubs Ag London Branch Etracs Aler Mlp (MLPB) | 0.0 | $239k | 9.5k | 25.18 |
|
|
Avery Dennison Corporation (AVY) | 0.0 | $236k | 1.3k | 187.13 |
|
|
Constellation Energy (CEG) | 0.0 | $233k | +30% | 1.0k | 223.71 |
|
Synovus Finl Corp Com New (SNV) | 0.0 | $231k | 4.5k | 51.23 |
|
|
Fifth Third Ban (FITB) | 0.0 | $229k | 5.4k | 42.28 |
|
|
Biogen Idec (BIIB) | 0.0 | $227k | -7% | 1.5k | 152.92 |
|
Dick's Sporting Goods (DKS) | 0.0 | $227k | -9% | 991.00 | 228.84 |
|
Novo-nordisk A S Adr (NVO) | 0.0 | $224k | -48% | 2.6k | 86.02 |
|
Boston Properties (BXP) | 0.0 | $223k | 3.0k | 74.36 |
|
|
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $223k | NEW | 3.8k | 58.35 |
|
Amphenol Corp Cl A (APH) | 0.0 | $222k | NEW | 3.2k | 69.45 |
|
Cloudflare Cl A Com (NET) | 0.0 | $220k | NEW | 2.0k | 107.67 |
|
Ryder System (R) | 0.0 | $220k | -6% | 1.4k | 156.86 |
|
Global X Fds Artificial Etf (AIQ) | 0.0 | $219k | 5.7k | 38.64 |
|
|
Parsons Corporation (PSN) | 0.0 | $219k | NEW | 2.4k | 92.25 |
|
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $216k | NEW | 852.00 | 253.75 |
|
Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $215k | 2.8k | 77.89 |
|
|
Yum! Brands (YUM) | 0.0 | $215k | -3% | 1.6k | 134.16 |
|
Ansys (ANSS) | 0.0 | $214k | 635.00 | 337.33 |
|
|
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $214k | NEW | 3.4k | 63.45 |
|
Enterin | 0.0 | $211k | NEW | 1.00 | 211365.00 |
|
Invesco Exch Traded Fd Tr Ii S&p Smallcap Ene (PSCE) | 0.0 | $211k | NEW | 4.4k | 48.40 |
|
W.R. Berkley Corporation (WRB) | 0.0 | $210k | NEW | 3.6k | 58.52 |
|
Docusign (DOCU) | 0.0 | $210k | NEW | 2.3k | 89.94 |
|
GSK Sponsored Adr (GSK) | 0.0 | $206k | +4% | 6.1k | 33.82 |
|
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $206k | NEW | 2.6k | 80.27 |
|
Boston Scientific Corporation (BSX) | 0.0 | $206k | NEW | 2.3k | 89.32 |
|
Ishares Msci Mexico Etf (EWW) | 0.0 | $205k | 4.4k | 46.82 |
|
|
Fidelity National Information Services (FIS) | 0.0 | $204k | -5% | 2.5k | 80.77 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $203k | NEW | 4.0k | 51.14 |
|
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $202k | 1.6k | 124.96 |
|
|
Pacific Premier Ban (PPBI) | 0.0 | $200k | 8.0k | 24.92 |
|
|
Starwood Property Trust (STWD) | 0.0 | $198k | 11k | 18.95 |
|
|
LCNB (LCNB) | 0.0 | $181k | 12k | 15.13 |
|
|
Eastern Bankshares (EBC) | 0.0 | $173k | 10k | 17.25 |
|
|
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $141k | 12k | 11.53 |
|
|
Cyber Enviro Tech | 0.0 | $116k | NEW | 506k | 0.23 |
|
InfuSystem Holdings (INFU) | 0.0 | $106k | 13k | 8.45 |
|
|
Carter Validus Missioncritical Reit Ii Inccl A | 0.0 | $82k | NEW | 19k | 4.38 |
|
Cibus Cl A Com Stk (CBUS) | 0.0 | $57k | -49% | 21k | 2.78 |
|
Eightco Holdings (OCTO) | 0.0 | $40k | 18k | 2.19 |
|
|
Vertical Computer Systems | 0.0 | $16k | NEW | 1.0M | 0.02 |
|
Seafarer Exploration (SFRX) | 0.0 | $9.1k | NEW | 2.4M | 0.00 |
|
Ttc Technology Corp equity | 0.0 | $7.0k | NEW | 100k | 0.07 |
|
5barz International | 0.0 | $3.5k | NEW | 34k | 0.10 |
|
Cytodin (CYDY) | 0.0 | $1.6k | NEW | 15k | 0.11 |
|
Healthier Choices Ma (HCMC) | 0.0 | $0 | NEW | 233M | 0.00 |
|
Revive Therapeutics (RVVTF) | 0.0 | $61.035500 | NEW | 10k | 0.01 |
|
Eventure Interactive | 0.0 | $0 | NEW | 8.0M | 0.00 |
|
Applied Minerals | 0.0 | $6.700000 | NEW | 67k | 0.00 |
|
Egpi Firecreek Com Par $0.001 N | 0.0 | $0 | NEW | 1.6M | 0.00 |
|
Vapor Group Inc equities (VPOR) | 0.0 | $0 | NEW | 60k | 0.00 |
|
Myriad Entmt & Resor | 0.0 | $0 | NEW | 55k | 0.00 |
|
Vintage Wine Estates (VWESQ) | 0.0 | $0 | 10k | 0.00 |
|
|
Hero Technologies (HENC) | 0.0 | $0 | NEW | 10k | 0.00 |
|
Past Filings by FineMark National Bank & Trust
SEC 13F filings are viewable for FineMark National Bank & Trust going back to 2011
- FineMark National Bank & Trust 2024 Q4 filed Feb. 11, 2025
- FineMark National Bank & Trust 2024 Q3 filed Nov. 13, 2024
- FineMark National Bank & Trust 2024 Q2 filed Aug. 2, 2024
- FineMark National Bank & Trust 2024 Q1 filed May 14, 2024
- FineMark National Bank & Trust 2023 Q4 filed Feb. 9, 2024
- FineMark National Bank & Trust 2023 Q3 restated filed Nov. 15, 2023
- FineMark National Bank & Trust 2023 Q3 filed Nov. 13, 2023
- FineMark National Bank & Trust 2023 Q2 filed Aug. 14, 2023
- FineMark National Bank & Trust 2023 Q1 filed May 8, 2023
- FineMark National Bank & Trust 2022 Q4 filed Feb. 9, 2023
- FineMark National Bank & Trust 2022 Q3 filed Nov. 14, 2022
- FineMark National Bank & Trust 2022 Q2 filed Aug. 9, 2022
- FineMark National Bank & Trust 2022 Q1 filed May 16, 2022
- FineMark National Bank & Trust 2021 Q4 filed Feb. 14, 2022
- FineMark National Bank & Trust 2021 Q3 filed Nov. 12, 2021
- FineMark National Bank & Trust 2021 Q2 filed Aug. 13, 2021