FineMark National Bank & Trust
Latest statistics and disclosures from FineMark National Bank & Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, UPS, IVV, AAPL, MSFT, and represent 23.50% of FineMark National Bank & Trust's stock portfolio.
- Added to shares of these 10 stocks: RSP (+$23M), ROL (+$8.3M), PPL (+$8.0M), NOW (+$7.4M), IWS (+$6.6M), CAH (+$5.9M), IVV (+$5.6M), VCIT, AVMV, XOM.
- Started 20 new stock positions in KR, IEI, GDX, DIA, BIIB, AKRE, AVMC, VOT, GSK, TFC. XLP, OMC, GRNY, COLB, PPL, NTRS, Q, KIE, ROL, VMBS.
- Reduced shares in these 10 stocks: PWR (-$22M), DIS (-$9.9M), DLR, , ARE, MS, NVDA, TEL, AAPL, MSFT.
- Sold out of its positions in ARE, AstraZeneca, CSGP, CYDY, DHI, DEO, DOW, ECL, FFIV, FFBC. GIS, IPG, MSI, NVO, PPG, PYPL, ROP, SFRX, SNPS, TGT, ZTS.
- FineMark National Bank & Trust was a net buyer of stock by $66M.
- FineMark National Bank & Trust has $3.2B in assets under management (AUM), dropping by 4.61%.
- Central Index Key (CIK): 0001537720
Tip: Access up to 7 years of quarterly data
Positions held by FineMark National Bank & Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for FineMark National Bank & Trust
FineMark National Bank & Trust holds 452 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.7 | $183M | 268k | 681.92 |
|
|
| United Parcel Service CL B (UPS) | 5.3 | $169M | 1.7M | 99.19 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 5.1 | $163M | +3% | 238k | 684.94 |
|
| Apple (AAPL) | 4.6 | $148M | 545k | 271.86 |
|
|
| Microsoft Corporation (MSFT) | 2.8 | $90M | 187k | 483.62 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $89M | 284k | 313.80 |
|
|
| Broadcom (AVGO) | 2.6 | $83M | 240k | 346.10 |
|
|
| NVIDIA Corporation (NVDA) | 2.4 | $78M | -2% | 418k | 186.50 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.2 | $70M | 116k | 603.28 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $60M | 186k | 322.22 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.8 | $57M | 230k | 246.16 |
|
|
| Amazon (AMZN) | 1.7 | $56M | 242k | 230.82 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.7 | $53M | 553k | 96.03 |
|
|
| Meta Platforms Cl A (META) | 1.2 | $38M | 57k | 660.09 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $35M | +8% | 534k | 66.00 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $32M | 103k | 313.00 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $31M | +5% | 50k | 614.31 |
|
| TJX Companies (TJX) | 0.9 | $30M | 198k | 153.61 |
|
|
| Raytheon Technologies Corp (RTX) | 0.9 | $30M | 164k | 183.40 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.9 | $30M | +350% | 155k | 191.56 |
|
| Ge Vernova (GEV) | 0.9 | $30M | 45k | 653.57 |
|
|
| Home Depot (HD) | 0.9 | $29M | 85k | 344.10 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.9 | $29M | 51k | 570.88 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.9 | $28M | 197k | 143.52 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.8 | $26M | +2% | 35.00 | 754800.00 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $26M | -2% | 69k | 373.44 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $24M | +25% | 195k | 120.34 |
|
| Nextera Energy (NEE) | 0.7 | $23M | +2% | 282k | 80.28 |
|
| Honeywell International (HON) | 0.7 | $22M | -2% | 114k | 195.09 |
|
| Caterpillar (CAT) | 0.7 | $22M | -2% | 38k | 572.87 |
|
| Morgan Stanley Com New (MS) | 0.7 | $22M | -9% | 121k | 177.53 |
|
| Johnson & Johnson (JNJ) | 0.6 | $21M | 100k | 206.95 |
|
|
| Trane Technologies SHS (TT) | 0.6 | $21M | 53k | 389.20 |
|
|
| Procter & Gamble Company (PG) | 0.6 | $21M | 144k | 143.31 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $21M | 62k | 335.27 |
|
|
| UnitedHealth (UNH) | 0.6 | $20M | +28% | 61k | 330.11 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $20M | +7% | 167k | 120.18 |
|
| Blackrock (BLK) | 0.6 | $20M | -3% | 19k | 1070.34 |
|
| Cardinal Health (CAH) | 0.6 | $20M | +43% | 96k | 205.50 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $20M | +4% | 31k | 627.13 |
|
| Goldman Sachs (GS) | 0.6 | $19M | 22k | 879.00 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.6 | $19M | 262k | 71.42 |
|
|
| Abbvie (ABBV) | 0.6 | $19M | +3% | 81k | 228.49 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $19M | +4% | 37k | 502.65 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $18M | 335k | 54.71 |
|
|
| Kkr & Co (KKR) | 0.6 | $18M | 143k | 127.48 |
|
|
| Visa Com Cl A (V) | 0.6 | $18M | 51k | 350.71 |
|
|
| Cisco Systems (CSCO) | 0.5 | $17M | 226k | 77.03 |
|
|
| Oracle Corporation (ORCL) | 0.5 | $17M | +2% | 88k | 194.91 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $17M | 16k | 1074.68 |
|
|
| Wal-Mart Stores (WMT) | 0.5 | $17M | -2% | 148k | 111.41 |
|
| Danaher Corporation (DHR) | 0.5 | $16M | -5% | 72k | 228.92 |
|
| Intercontinental Exchange (ICE) | 0.5 | $16M | 98k | 161.96 |
|
|
| Palo Alto Networks (PANW) | 0.5 | $16M | -3% | 85k | 184.20 |
|
| Anthem (ELV) | 0.5 | $16M | -2% | 44k | 350.55 |
|
| Qualcomm (QCOM) | 0.5 | $15M | 90k | 171.05 |
|
|
| Amgen (AMGN) | 0.5 | $15M | +2% | 46k | 327.31 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $15M | 70k | 212.07 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $14M | +23% | 116k | 123.26 |
|
| Coca-Cola Company (KO) | 0.4 | $14M | 201k | 69.91 |
|
|
| Progressive Corporation (PGR) | 0.4 | $14M | -2% | 61k | 227.72 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $14M | 24k | 566.36 |
|
|
| Marvell Technology (MRVL) | 0.4 | $13M | -6% | 158k | 84.98 |
|
| Wells Fargo & Company (WFC) | 0.4 | $13M | +4% | 140k | 93.20 |
|
| Merck & Co (MRK) | 0.4 | $13M | 121k | 105.26 |
|
|
| Thermo Fisher Scientific (TMO) | 0.4 | $13M | -3% | 22k | 579.45 |
|
| Duke Energy Corp Com New (DUK) | 0.4 | $13M | +3% | 107k | 117.21 |
|
| Shell Spon Ads (SHEL) | 0.4 | $13M | +3% | 171k | 73.48 |
|
| Broadridge Financial Solutions (BR) | 0.4 | $12M | -4% | 55k | 223.17 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $12M | -13% | 44k | 268.30 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.4 | $12M | -6% | 45k | 258.79 |
|
| Lowe's Companies (LOW) | 0.4 | $12M | 48k | 241.16 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $11M | -2% | 29k | 396.31 |
|
| McDonald's Corporation (MCD) | 0.3 | $11M | 36k | 305.63 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $11M | 69k | 154.14 |
|
|
| Diamondback Energy (FANG) | 0.3 | $11M | -10% | 71k | 150.33 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $10M | -2% | 22k | 483.68 |
|
| Cdw (CDW) | 0.3 | $10M | -12% | 74k | 136.20 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $10M | -3% | 124k | 81.17 |
|
| Linde SHS (LIN) | 0.3 | $9.9M | +30% | 23k | 426.39 |
|
| Hubbell (HUBB) | 0.3 | $9.9M | -3% | 22k | 444.11 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $9.5M | +107% | 114k | 83.75 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $9.3M | 8.7k | 1069.86 |
|
|
| Northrop Grumman Corporation (NOC) | 0.3 | $9.3M | -4% | 16k | 570.21 |
|
| Servicenow (NOW) | 0.3 | $9.3M | +390% | 60k | 153.19 |
|
| BP Sponsored Adr (BP) | 0.3 | $9.2M | +4% | 266k | 34.73 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $8.9M | +32% | 18k | 487.86 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $8.8M | +56% | 64k | 136.94 |
|
| EOG Resources (EOG) | 0.3 | $8.4M | -10% | 80k | 105.01 |
|
| Fiserv (FI) | 0.3 | $8.4M | +93% | 125k | 67.17 |
|
| Chevron Corporation (CVX) | 0.3 | $8.4M | -2% | 55k | 152.41 |
|
| Rollins (ROL) | 0.3 | $8.3M | NEW | 138k | 60.02 |
|
| Analog Devices (ADI) | 0.3 | $8.2M | -14% | 30k | 271.20 |
|
| Trimble Navigation (TRMB) | 0.3 | $8.2M | -4% | 104k | 78.35 |
|
| PPL Corporation (PPL) | 0.3 | $8.0M | NEW | 229k | 35.02 |
|
| Philip Morris International (PM) | 0.2 | $8.0M | -2% | 50k | 160.40 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $8.0M | +480% | 57k | 141.05 |
|
| Union Pacific Corporation (UNP) | 0.2 | $7.6M | -2% | 33k | 231.32 |
|
| Te Connectivity Ord Shs (TEL) | 0.2 | $7.5M | -23% | 33k | 227.51 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $7.4M | 16k | 473.30 |
|
|
| Medtronic SHS (MDT) | 0.2 | $7.3M | 76k | 96.06 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $7.1M | -7% | 20k | 349.99 |
|
| Watsco, Incorporated (WSO) | 0.2 | $7.0M | +25% | 21k | 336.95 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $6.9M | +231% | 67k | 101.98 |
|
| Callaway Golf Company (CALY) | 0.2 | $6.7M | 572k | 11.67 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.2 | $6.7M | -2% | 23k | 287.25 |
|
| Pepsi (PEP) | 0.2 | $6.5M | -2% | 45k | 143.52 |
|
| Tesla Motors (TSLA) | 0.2 | $6.2M | 14k | 449.72 |
|
|
| Houlihan Lokey Cl A (HLI) | 0.2 | $6.0M | 35k | 174.19 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $5.9M | 61k | 96.27 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $5.9M | 47k | 125.29 |
|
|
| American Centy Etf Tr Avantis Us Mid C (AVMV) | 0.2 | $5.8M | +548% | 82k | 71.20 |
|
| Nxp Semiconductors N V (NXPI) | 0.2 | $5.8M | 27k | 217.06 |
|
|
| Stag Industrial (STAG) | 0.2 | $5.8M | 157k | 36.76 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $5.5M | 69k | 79.73 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $5.3M | +104% | 18k | 290.22 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $5.3M | 6.2k | 862.34 |
|
|
| AvalonBay Communities (AVB) | 0.2 | $5.0M | -7% | 28k | 181.31 |
|
| Applied Materials (AMAT) | 0.2 | $5.0M | -3% | 19k | 256.99 |
|
| Bank of America Corporation (BAC) | 0.1 | $4.8M | -4% | 87k | 55.00 |
|
| RPM International (RPM) | 0.1 | $4.8M | +23% | 46k | 104.00 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $4.7M | +52% | 76k | 62.47 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $4.6M | -4% | 59k | 78.81 |
|
| Exelon Corporation (EXC) | 0.1 | $4.5M | 104k | 43.59 |
|
|
| Waste Management (WM) | 0.1 | $4.5M | +1060% | 21k | 219.71 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $4.5M | +19% | 24k | 190.99 |
|
| Pfizer (PFE) | 0.1 | $4.5M | 180k | 24.90 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $4.4M | 25k | 173.53 |
|
|
| Marsh & McLennan Companies | 0.1 | $4.4M | -9% | 24k | 185.52 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $4.2M | +57% | 17k | 252.92 |
|
| Emerson Electric (EMR) | 0.1 | $4.2M | 32k | 132.72 |
|
|
| Capital One Financial (COF) | 0.1 | $4.1M | 17k | 242.36 |
|
|
| Owens Corning (OC) | 0.1 | $4.1M | -4% | 37k | 111.91 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $4.0M | +119% | 53k | 75.77 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.1 | $3.9M | +75% | 115k | 34.21 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $3.9M | 13k | 303.89 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $3.8M | +134% | 77k | 49.90 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $3.7M | +13% | 37k | 99.88 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $3.7M | 57k | 64.42 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $3.6M | +44% | 11k | 323.01 |
|
| Digital Realty Trust (DLR) | 0.1 | $3.5M | -52% | 23k | 154.71 |
|
| Starbucks Corporation (SBUX) | 0.1 | $3.5M | -5% | 42k | 84.21 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $3.4M | +104% | 24k | 143.97 |
|
| Altria (MO) | 0.1 | $3.4M | 59k | 57.66 |
|
|
| American Tower Reit (AMT) | 0.1 | $3.4M | -12% | 19k | 175.57 |
|
| Ameriprise Financial (AMP) | 0.1 | $3.3M | -6% | 6.7k | 490.34 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $3.2M | +160% | 42k | 77.02 |
|
| Citigroup Com New (C) | 0.1 | $3.2M | 27k | 116.69 |
|
|
| International Business Machines (IBM) | 0.1 | $3.2M | 11k | 296.21 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $3.1M | 14k | 219.78 |
|
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $3.0M | +44% | 92k | 32.89 |
|
| Valero Energy Corporation (VLO) | 0.1 | $2.9M | 18k | 162.79 |
|
|
| American Express Company (AXP) | 0.1 | $2.9M | -6% | 7.7k | 369.95 |
|
| Ge Aerospace Com New (GE) | 0.1 | $2.8M | 9.2k | 308.03 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $2.8M | +11% | 40k | 69.67 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $2.8M | +2% | 25k | 110.19 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.1 | $2.8M | +4% | 20k | 139.16 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $2.8M | +7% | 20k | 141.14 |
|
| 3M Company (MMM) | 0.1 | $2.7M | 17k | 160.10 |
|
|
| Allstate Corporation (ALL) | 0.1 | $2.6M | -6% | 13k | 208.15 |
|
| American Centy Etf Tr International Lr (AVIV) | 0.1 | $2.6M | +85% | 37k | 71.23 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $2.5M | -6% | 145k | 17.35 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $2.5M | 47k | 53.83 |
|
|
| AmerisourceBergen (COR) | 0.1 | $2.4M | 7.2k | 337.75 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $2.4M | 30k | 80.63 |
|
|
| Us Bancorp Del Com New (USB) | 0.1 | $2.4M | -4% | 44k | 53.36 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $2.3M | +23% | 61k | 38.11 |
|
| Netflix (NFLX) | 0.1 | $2.3M | +898% | 24k | 93.76 |
|
| Rbc Cad (RY) | 0.1 | $2.2M | +305% | 13k | 170.49 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $2.2M | +209% | 39k | 56.81 |
|
| Atlantic Union B (AUB) | 0.1 | $2.2M | 63k | 35.30 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $2.2M | 6.5k | 336.66 |
|
|
| Verizon Communications (VZ) | 0.1 | $2.1M | -18% | 52k | 40.73 |
|
| Tractor Supply Company (TSCO) | 0.1 | $2.1M | 42k | 50.01 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $2.1M | 29k | 72.68 |
|
|
| Cbre Group Cl A (CBRE) | 0.1 | $2.0M | 12k | 160.79 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.9M | NEW | 6.9k | 279.14 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $1.9M | +5% | 19k | 99.52 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.9M | +6% | 21k | 89.46 |
|
| Booking Holdings (BKNG) | 0.1 | $1.9M | 354.00 | 5355.33 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $1.9M | -3% | 24k | 80.03 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.9M | -4% | 69k | 26.91 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.8M | 2.4k | 753.78 |
|
|
| Canadian Natl Ry (CNI) | 0.1 | $1.8M | -17% | 19k | 98.85 |
|
| Walt Disney Company (DIS) | 0.1 | $1.8M | -84% | 16k | 113.77 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $1.7M | +90% | 53k | 32.57 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.7M | -9% | 8.0k | 214.16 |
|
| CSX Corporation (CSX) | 0.1 | $1.7M | 47k | 36.25 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.7M | +17% | 5.5k | 302.11 |
|
| Hca Holdings (HCA) | 0.1 | $1.7M | 3.6k | 466.86 |
|
|
| L3harris Technologies (LHX) | 0.1 | $1.6M | 5.6k | 293.57 |
|
|
| Uber Technologies (UBER) | 0.1 | $1.6M | 20k | 81.71 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $1.6M | -4% | 16k | 99.91 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $1.6M | 12k | 131.03 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $1.5M | 28k | 53.94 |
|
|
| Cummins (CMI) | 0.0 | $1.5M | -10% | 3.0k | 510.45 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $1.5M | +76% | 8.6k | 177.37 |
|
| Stryker Corporation (SYK) | 0.0 | $1.5M | -7% | 4.3k | 351.47 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $1.5M | 28k | 52.88 |
|
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $1.5M | +35% | 9.6k | 154.80 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $1.5M | +20% | 6.9k | 214.69 |
|
| Air Products & Chemicals (APD) | 0.0 | $1.4M | 5.5k | 247.02 |
|
|
| Kinder Morgan (KMI) | 0.0 | $1.4M | -4% | 50k | 27.49 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $1.4M | 17k | 79.02 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $1.4M | -10% | 9.8k | 137.87 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $1.3M | -2% | 3.5k | 386.85 |
|
| Travelers Companies (TRV) | 0.0 | $1.3M | 4.6k | 290.06 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $1.3M | 25k | 52.84 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.0 | $1.3M | +2% | 21k | 62.37 |
|
| Deere & Company (DE) | 0.0 | $1.3M | -4% | 2.8k | 465.57 |
|
| American Electric Power Company (AEP) | 0.0 | $1.3M | +4% | 11k | 115.31 |
|
| General Motors Company (GM) | 0.0 | $1.3M | -3% | 16k | 81.32 |
|
| Cme (CME) | 0.0 | $1.3M | 4.7k | 273.08 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.2M | 4.8k | 257.95 |
|
|
| Boeing Company (BA) | 0.0 | $1.2M | +6% | 5.6k | 217.15 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $1.2M | 46k | 26.23 |
|
|
| Tapestry (TPR) | 0.0 | $1.2M | 9.2k | 127.77 |
|
|
| Corning Incorporated (GLW) | 0.0 | $1.2M | -17% | 13k | 87.56 |
|
| Kla Corp Com New (KLAC) | 0.0 | $1.1M | 946.00 | 1215.08 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $1.1M | -2% | 7.0k | 162.63 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $1.1M | -8% | 10k | 106.70 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.1M | 2.3k | 468.76 |
|
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $1.1M | 30k | 36.23 |
|
|
| Intuit (INTU) | 0.0 | $1.1M | 1.6k | 662.42 |
|
|
| Nike CL B (NKE) | 0.0 | $1.1M | -16% | 17k | 63.71 |
|
| ConocoPhillips (COP) | 0.0 | $1.0M | -2% | 11k | 93.61 |
|
| FedEx Corporation (FDX) | 0.0 | $1.0M | 3.6k | 288.86 |
|
|
| Wp Carey (WPC) | 0.0 | $1.0M | 16k | 64.36 |
|
|
| Paychex (PAYX) | 0.0 | $1.0M | -2% | 9.3k | 112.18 |
|
| Micron Technology (MU) | 0.0 | $1.0M | 3.6k | 285.41 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $1.0M | -5% | 3.2k | 318.51 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $1.0M | +99% | 23k | 44.71 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.0M | +33% | 5.6k | 181.21 |
|
| Metropcs Communications (TMUS) | 0.0 | $1.0M | -18% | 4.9k | 203.04 |
|
| Norfolk Southern (NSC) | 0.0 | $971k | -5% | 3.4k | 288.72 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $964k | -13% | 18k | 54.77 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $949k | -2% | 40k | 24.04 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $941k | 19k | 49.65 |
|
|
| Tidal Trust Iii Rockefeller Glob (RGEF) | 0.0 | $920k | 30k | 30.66 |
|
|
| Autodesk (ADSK) | 0.0 | $919k | 3.1k | 296.01 |
|
|
| Dominion Resources (D) | 0.0 | $891k | 15k | 58.59 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $886k | +46% | 16k | 57.24 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $885k | +5% | 17k | 53.76 |
|
| Uscf Etf Tr Midstream Energy (UMI) | 0.0 | $870k | 18k | 49.08 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $869k | -19% | 3.5k | 246.30 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $863k | -25% | 29k | 30.07 |
|
| Harrow Health (HROW) | 0.0 | $854k | -23% | 17k | 49.00 |
|
| Wec Energy Group (WEC) | 0.0 | $849k | -20% | 8.0k | 105.46 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $849k | 11k | 79.36 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $842k | 12k | 69.40 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $836k | -6% | 12k | 67.22 |
|
| New Jersey Resources Corporation (NJR) | 0.0 | $828k | -19% | 18k | 46.12 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $817k | 4.1k | 198.62 |
|
|
| Omni (OMC) | 0.0 | $812k | NEW | 10k | 80.75 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $810k | 8.1k | 99.85 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $807k | 7.0k | 116.09 |
|
|
| McKesson Corporation (MCK) | 0.0 | $802k | +43% | 978.00 | 820.29 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $799k | -8% | 7.3k | 109.91 |
|
| At&t (T) | 0.0 | $792k | -14% | 32k | 24.84 |
|
| S&p Global (SPGI) | 0.0 | $787k | 1.5k | 522.59 |
|
|
| Chubb (CB) | 0.0 | $773k | -5% | 2.5k | 312.12 |
|
| Standard Motor Products (SMP) | 0.0 | $745k | -20% | 20k | 36.85 |
|
| PNC Financial Services (PNC) | 0.0 | $726k | -23% | 3.5k | 208.73 |
|
| Cigna Corp (CI) | 0.0 | $724k | 2.6k | 275.23 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $715k | 8.2k | 87.35 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $703k | +29% | 2.0k | 360.13 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $696k | -15% | 23k | 29.89 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $693k | +99% | 16k | 42.69 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $679k | +51% | 5.8k | 117.72 |
|
| Amcor Ord | 0.0 | $671k | 81k | 8.34 |
|
|
| Xcel Energy (XEL) | 0.0 | $669k | 9.1k | 73.86 |
|
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.0 | $668k | +4% | 9.3k | 71.45 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $658k | 6.8k | 96.88 |
|
|
| Fortinet (FTNT) | 0.0 | $656k | -8% | 8.3k | 79.41 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $640k | 14k | 45.51 |
|
|
| Globe Life (GL) | 0.0 | $639k | 4.6k | 139.86 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $638k | -6% | 6.8k | 94.20 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $636k | 4.9k | 128.93 |
|
|
| Markel Corporation (MKL) | 0.0 | $619k | 288.00 | 2149.65 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $615k | +9% | 8.1k | 76.23 |
|
| Chart Industries (GTLS) | 0.0 | $612k | -11% | 3.0k | 206.23 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $608k | +18% | 8.8k | 69.42 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $604k | +17% | 12k | 49.46 |
|
| Enbridge (ENB) | 0.0 | $604k | +8% | 13k | 47.83 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $598k | 36k | 16.49 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $597k | -4% | 2.7k | 223.23 |
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $586k | 6.3k | 93.00 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $584k | 3.6k | 162.01 |
|
|
| Consolidated Edison (ED) | 0.0 | $582k | 5.9k | 99.32 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $580k | 7.2k | 80.30 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $579k | NEW | 12k | 49.21 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $579k | +100% | 4.8k | 119.41 |
|
| Corteva (CTVA) | 0.0 | $576k | 8.6k | 67.03 |
|
|
| Evergy (EVRG) | 0.0 | $572k | 7.9k | 72.49 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $571k | 3.9k | 144.76 |
|
|
| Spdr Series Trust State Street Spd (XBI) | 0.0 | $567k | 4.7k | 121.93 |
|
|
| First Solar (FSLR) | 0.0 | $565k | 2.2k | 261.23 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $564k | 424.00 | 1329.85 |
|
|
| Dupont De Nemours (DD) | 0.0 | $559k | +21% | 14k | 40.20 |
|
| Southern Company (SO) | 0.0 | $558k | 6.4k | 87.20 |
|
|
| Fastenal Company (FAST) | 0.0 | $548k | -6% | 14k | 40.13 |
|
| United Rentals (URI) | 0.0 | $546k | 674.00 | 809.32 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $545k | -31% | 17k | 32.06 |
|
| Tidal Trust Iii Rockefeller Us S (RSMC) | 0.0 | $542k | 22k | 25.25 |
|
|
| American Centy Etf Tr Avantis Us Mid C (AVMC) | 0.0 | $540k | NEW | 7.6k | 70.64 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $533k | +78% | 3.2k | 168.77 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $531k | -7% | 3.8k | 137.96 |
|
| Rogers Communications CL B (RCI) | 0.0 | $528k | 14k | 37.73 |
|
|
| Phillips 66 (PSX) | 0.0 | $528k | -3% | 4.1k | 129.04 |
|
| O'reilly Automotive (ORLY) | 0.0 | $528k | 5.8k | 91.21 |
|
|
| Electronic Arts (EA) | 0.0 | $521k | 2.5k | 204.33 |
|
|
| SLB Com Stk (SLB) | 0.0 | $520k | 14k | 38.38 |
|
|
| Moody's Corporation (MCO) | 0.0 | $513k | 1.0k | 510.85 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $509k | -2% | 1.6k | 324.03 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $508k | 22k | 23.02 |
|
|
| Tcg Bdc (CGBD) | 0.0 | $504k | 40k | 12.49 |
|
|
| Fortune Brands (FBIN) | 0.0 | $494k | 9.9k | 50.02 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $488k | 6.2k | 78.67 |
|
|
| Wyndham Hotels And Resorts (WH) | 0.0 | $485k | 6.4k | 75.56 |
|
|
| Western Alliance Bancorporation (WAL) | 0.0 | $483k | 5.8k | 84.07 |
|
|
| Tidal Trust I Fundstrat Granny (GRNY) | 0.0 | $483k | NEW | 20k | 24.76 |
|
| Manulife Finl Corp (MFC) | 0.0 | $480k | 13k | 36.28 |
|
|
| Celestica (CLS) | 0.0 | $474k | -11% | 1.6k | 295.61 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $466k | +4% | 2.7k | 173.49 |
|
| First Ban (FNLC) | 0.0 | $453k | 17k | 26.44 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $452k | 5.3k | 85.25 |
|
|
| HEICO Corporation (HEI) | 0.0 | $452k | 1.4k | 323.59 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $450k | -6% | 7.2k | 62.15 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $447k | -4% | 6.1k | 73.56 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $444k | 16k | 27.43 |
|
|
| Gilead Sciences (GILD) | 0.0 | $442k | -4% | 3.6k | 122.74 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $438k | 2.7k | 160.97 |
|
|
| Microchip Technology (MCHP) | 0.0 | $431k | 6.8k | 63.72 |
|
|
| Neogenomics Com New (NEO) | 0.0 | $425k | 36k | 11.76 |
|
|
| American Centy Etf Tr Avantis Us Larg (AVLC) | 0.0 | $425k | +67% | 5.4k | 78.62 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $424k | +5% | 2.0k | 210.34 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $424k | NEW | 5.2k | 81.65 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $422k | 3.1k | 135.14 |
|
|
| United Sts Oil Units (USO) | 0.0 | $417k | -9% | 6.0k | 69.16 |
|
| SYSCO Corporation (SYY) | 0.0 | $412k | 5.6k | 73.69 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $408k | +7% | 1.2k | 352.88 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $405k | -6% | 5.2k | 77.88 |
|
| Intel Corporation (INTC) | 0.0 | $396k | 11k | 36.90 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $396k | -11% | 13k | 30.96 |
|
| salesforce (CRM) | 0.0 | $395k | +16% | 1.5k | 264.91 |
|
| Carpenter Technology Corporation (CRS) | 0.0 | $394k | -4% | 1.3k | 314.84 |
|
| Oge Energy Corp (OGE) | 0.0 | $391k | 9.2k | 42.70 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $388k | -13% | 2.2k | 177.75 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $388k | NEW | 5.0k | 77.68 |
|
| First Horizon National Corporation (FHN) | 0.0 | $381k | 16k | 23.90 |
|
|
| Federal Signal Corporation (FSS) | 0.0 | $380k | 3.5k | 108.59 |
|
|
| Williams Companies (WMB) | 0.0 | $375k | -3% | 6.2k | 60.11 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $375k | 414.00 | 906.36 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $373k | 1.9k | 197.14 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $371k | 1.2k | 310.24 |
|
|
| Icon SHS (ICLR) | 0.0 | $371k | -22% | 2.0k | 182.22 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.0 | $369k | 12k | 31.77 |
|
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $365k | +100% | 5.2k | 70.41 |
|
| WSFS Financial Corporation (WSFS) | 0.0 | $360k | 6.5k | 55.24 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $359k | 3.8k | 95.22 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $358k | -7% | 2.3k | 155.12 |
|
| CECO Environmental (CECO) | 0.0 | $357k | 6.0k | 59.85 |
|
|
| AutoZone (AZO) | 0.0 | $356k | 105.00 | 3391.50 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $352k | +64% | 1.1k | 314.80 |
|
| Ross Stores (ROST) | 0.0 | $349k | -22% | 1.9k | 180.14 |
|
| Ingersoll Rand (IR) | 0.0 | $344k | 4.3k | 79.22 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $341k | +3% | 2.0k | 171.18 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $341k | +9% | 3.0k | 113.92 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $335k | +5% | 3.6k | 94.16 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $334k | -14% | 5.5k | 60.53 |
|
| Rockwell Automation (ROK) | 0.0 | $332k | 853.00 | 389.07 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $329k | -5% | 2.5k | 133.49 |
|
| Prologis (PLD) | 0.0 | $324k | +4% | 2.5k | 127.66 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $314k | -10% | 6.7k | 46.92 |
|
| Sempra Energy (SRE) | 0.0 | $313k | 3.6k | 88.29 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $311k | NEW | 6.6k | 47.08 |
|
| Kroger (KR) | 0.0 | $310k | NEW | 5.0k | 62.48 |
|
| Packaging Corporation of America (PKG) | 0.0 | $304k | 1.5k | 206.23 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $300k | -6% | 6.9k | 43.30 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $298k | 339.00 | 878.96 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $297k | -4% | 9.7k | 30.54 |
|
| Workday Cl A (WDAY) | 0.0 | $295k | +2% | 1.4k | 214.78 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $294k | 1.8k | 163.32 |
|
|
| Ford Motor Company (F) | 0.0 | $292k | -9% | 22k | 13.12 |
|
| Genuine Parts Company (GPC) | 0.0 | $292k | +23% | 2.4k | 122.96 |
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $290k | +7% | 5.7k | 50.86 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $282k | -2% | 3.4k | 83.00 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $280k | +35% | 1.9k | 148.69 |
|
| American Water Works (AWK) | 0.0 | $279k | -6% | 2.1k | 130.50 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $276k | 1.5k | 185.61 |
|
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.0 | $274k | 6.8k | 40.35 |
|
|
| Hershey Company (HSY) | 0.0 | $273k | -13% | 1.5k | 181.98 |
|
| Ryder System (R) | 0.0 | $270k | 1.4k | 191.39 |
|
|
| American Centy Etf Tr Avantis Us Small (AVSC) | 0.0 | $267k | +3% | 4.6k | 58.74 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $266k | 2.4k | 113.10 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $260k | -13% | 9.1k | 28.48 |
|
| Constellation Energy (CEG) | 0.0 | $260k | -2% | 735.00 | 353.27 |
|
| Biogen Idec (BIIB) | 0.0 | $258k | NEW | 1.5k | 175.99 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $256k | 6.9k | 37.00 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $252k | 3.1k | 80.22 |
|
|
| Hologic (HOLX) | 0.0 | $251k | 3.4k | 74.49 |
|
|
| Forestar Group (FOR) | 0.0 | $250k | 10k | 24.63 |
|
|
| Spdr Series Trust State Street Spd (CWB) | 0.0 | $246k | 2.8k | 89.20 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $245k | NEW | 509.00 | 480.57 |
|
| Yum! Brands (YUM) | 0.0 | $243k | 1.6k | 151.28 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $242k | 3.4k | 71.41 |
|
|
| First Financial Corporation (THFF) | 0.0 | $242k | 4.0k | 60.42 |
|
|
| International Flavors & Fragrances (IFF) | 0.0 | $242k | -4% | 3.6k | 67.39 |
|
| Ubs Ag London Branch Etracs Aler Mlp (MLPB) | 0.0 | $240k | 9.5k | 25.30 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $239k | 2.3k | 104.72 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $231k | -30% | 2.3k | 100.89 |
|
| Kraft Heinz (KHC) | 0.0 | $231k | -29% | 9.5k | 24.25 |
|
| Cyberark Software SHS (CYBR) | 0.0 | $230k | 516.00 | 446.06 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $228k | 7.0k | 32.62 |
|
|
| Northern Trust Corporation (NTRS) | 0.0 | $228k | NEW | 1.7k | 136.59 |
|
| Axon Enterprise (AXON) | 0.0 | $228k | 401.00 | 567.93 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $219k | NEW | 4.5k | 49.04 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $219k | 2.3k | 95.35 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $217k | 3.1k | 70.12 |
|
|
| Synovus Finl (SNV) | 0.0 | $212k | 4.2k | 50.05 |
|
|
| Enterin | 0.0 | $212k | 1.00 | 211699.00 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $211k | NEW | 2.5k | 85.77 |
|
| Carlisle Companies (CSL) | 0.0 | $208k | 650.00 | 319.86 |
|
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $207k | NEW | 3.2k | 65.51 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $206k | NEW | 1.7k | 119.35 |
|
| Columbia Banking System (COLB) | 0.0 | $206k | NEW | 7.4k | 27.95 |
|
| Spdr Series Trust State Street Spd (KIE) | 0.0 | $203k | NEW | 3.4k | 60.15 |
|
| Boston Properties (BXP) | 0.0 | $202k | 3.0k | 67.48 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $202k | 904.00 | 223.69 |
|
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $202k | 3.9k | 51.77 |
|
|
| LCNB (LCNB) | 0.0 | $196k | 12k | 16.39 |
|
|
| Starwood Property Trust (STWD) | 0.0 | $188k | 11k | 18.01 |
|
|
| Eastern Bankshares (EBC) | 0.0 | $184k | 10k | 18.43 |
|
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $137k | 12k | 11.24 |
|
|
| InfuSystem Holdings (INFU) | 0.0 | $112k | 13k | 8.97 |
|
|
| Quanta Services (PWR) | 0.0 | $97k | -99% | 230.00 | 422.06 |
|
| Eightco Holdings (ORBS) | 0.0 | $44k | 25k | 1.73 |
|
|
| Cibus Cl A Com Stk (CBUS) | 0.0 | $36k | 21k | 1.74 |
|
|
| Vertical Computer Systems | 0.0 | $16k | 1.0M | 0.02 |
|
|
| Cyber Enviro Tech (CETI) | 0.0 | $7.8k | 195k | 0.04 |
|
|
| Ttc Technology Corp equity | 0.0 | $7.0k | 100k | 0.07 |
|
|
| 5barz International | 0.0 | $3.5k | 34k | 0.10 |
|
|
| Origin Materials (ORGN) | 0.0 | $3.4k | 16k | 0.21 |
|
|
| Healthy Choice Wellness Corp Cl A (HCWC) | 0.0 | $2.9k | 11k | 0.25 |
|
|
| Healthier Choices Ma (HCMC) | 0.0 | $0 | 233M | 0.00 |
|
|
| Revive Therapeutics (RVVTF) | 0.0 | $84.829000 | 10k | 0.01 |
|
|
| Eventure Interactive | 0.0 | $0 | 8.0M | 0.00 |
|
|
| Applied Minerals | 0.0 | $6.700000 | 67k | 0.00 |
|
|
| Hero Technologies (HENC) | 0.0 | $1.000000 | 10k | 0.00 |
|
|
| Egpi Firecreek Com Par $0.001 N (EFIR) | 0.0 | $0 | 1.6M | 0.00 |
|
|
| Vapor Group Inc equities (VPOR) | 0.0 | $0 | 60k | 0.00 |
|
|
| Myriad Entmt & Resor | 0.0 | $0 | 55k | 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 2025 Q4 filed Feb. 12, 2026
- FineMark National Bank & Trust 2025 Q3 filed Nov. 12, 2025
- FineMark National Bank & Trust 2025 Q2 filed Aug. 11, 2025
- FineMark National Bank & Trust 2025 Q1 filed May 13, 2025
- 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