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, IVV, UPS, AAPL, MSFT, and represent 23.35% of FineMark National Bank & Trust's stock portfolio.
- Added to shares of these 10 stocks: CAH (+$11M), HUBB (+$9.9M), FANG (+$5.7M), EFA (+$5.4M), PANW, GOOG, VCIT, AMZN, IVV, VOO.
- Started 24 new stock positions in AVLC, BOTZ, AVLV, HOOD, AVSC, SPLG, DFAE, HCWC, AVEM, SCHG. VV, HUBB, CECO, MPWR, LRCX, DHI, AVIV, USIG, SNPS, AVUV, CAH, AVMV, AZN, EL.
- Reduced shares in these 10 stocks: GTLS (-$9.8M), ADBE (-$9.8M), AVGO (-$8.9M), ICLR (-$8.2M), , NVDA (-$7.0M), AAPL (-$6.4M), BRK.B (-$6.1M), PWR (-$5.7M), ORCL.
- Sold out of its positions in AVAV, AEM, ANSS, ADM, ARM, ASB, AVY, BN, KMX, FITB.
- FineMark National Bank & Trust was a net seller of stock by $-51M.
- FineMark National Bank & Trust has $3.1B in assets under management (AUM), dropping by 4.23%.
- Central Index Key (CIK): 0001537720
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Portfolio Holdings for FineMark National Bank & Trust
FineMark National Bank & Trust holds 453 positions in its portfolio as reported in the September 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) | 5.9 | $179M | -2% | 269k | 666.18 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 5.0 | $154M | +2% | 229k | 669.30 |
|
| United Parcel Service CL B (UPS) | 4.7 | $143M | 1.7M | 83.53 |
|
|
| Apple (AAPL) | 4.6 | $141M | -4% | 553k | 254.63 |
|
| Microsoft Corporation (MSFT) | 3.2 | $99M | -3% | 190k | 517.95 |
|
| Broadcom (AVGO) | 2.6 | $80M | -9% | 244k | 329.91 |
|
| NVIDIA Corporation (NVDA) | 2.6 | $80M | -7% | 430k | 186.58 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $70M | +6% | 288k | 243.55 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.3 | $69M | -4% | 117k | 596.03 |
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $60M | -2% | 189k | 315.43 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.8 | $56M | -2% | 232k | 241.96 |
|
| Amazon (AMZN) | 1.7 | $54M | +6% | 244k | 219.57 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.7 | $51M | +11% | 550k | 93.37 |
|
| Meta Platforms Cl A (META) | 1.4 | $42M | 57k | 734.38 |
|
|
| Home Depot (HD) | 1.1 | $35M | -2% | 85k | 405.19 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $32M | 494k | 65.26 |
|
|
| TJX Companies (TJX) | 1.0 | $29M | 202k | 144.54 |
|
|
| Mastercard Incorporated Cl A (MA) | 1.0 | $29M | -2% | 51k | 568.81 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $29M | +6% | 47k | 600.37 |
|
| Ge Vernova (GEV) | 0.9 | $28M | 45k | 614.90 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.9 | $28M | -7% | 195k | 140.95 |
|
| Raytheon Technologies Corp (RTX) | 0.9 | $27M | -2% | 163k | 167.33 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $26M | -3% | 71k | 365.48 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.8 | $26M | 34.00 | 754200.00 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $26M | -4% | 105k | 243.10 |
|
| Honeywell International (HON) | 0.8 | $25M | 117k | 210.50 |
|
|
| Oracle Corporation (ORCL) | 0.8 | $24M | -16% | 86k | 281.24 |
|
| Procter & Gamble Company (PG) | 0.7 | $23M | -2% | 147k | 153.65 |
|
| Blackrock (BLK) | 0.7 | $22M | 19k | 1165.87 |
|
|
| Trane Technologies SHS (TT) | 0.7 | $22M | 53k | 421.96 |
|
|
| Quanta Services (PWR) | 0.7 | $22M | -20% | 53k | 414.42 |
|
| Morgan Stanley Com New (MS) | 0.7 | $21M | -2% | 135k | 158.96 |
|
| Nextera Energy (NEE) | 0.7 | $21M | 275k | 75.49 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $20M | 61k | 328.17 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.6 | $19M | +7% | 260k | 73.48 |
|
| Kkr & Co (KKR) | 0.6 | $19M | 145k | 129.95 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $18M | +4% | 155k | 118.83 |
|
| Johnson & Johnson (JNJ) | 0.6 | $18M | -2% | 99k | 185.42 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $18M | +18% | 30k | 612.38 |
|
| Caterpillar (CAT) | 0.6 | $18M | -16% | 38k | 477.15 |
|
| Abbvie (ABBV) | 0.6 | $18M | -2% | 79k | 231.54 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $18M | -6% | 340k | 53.40 |
|
| Palo Alto Networks (PANW) | 0.6 | $18M | +34% | 88k | 203.62 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $18M | -25% | 35k | 502.74 |
|
| Visa Com Cl A (V) | 0.6 | $18M | 52k | 341.38 |
|
|
| Exxon Mobil Corporation (XOM) | 0.6 | $18M | -3% | 155k | 112.75 |
|
| Goldman Sachs (GS) | 0.6 | $17M | 21k | 796.35 |
|
|
| Intercontinental Exchange (ICE) | 0.5 | $17M | 100k | 168.48 |
|
|
| UnitedHealth (UNH) | 0.5 | $16M | -7% | 48k | 345.30 |
|
| Wal-Mart Stores (WMT) | 0.5 | $16M | -6% | 152k | 103.06 |
|
| Cisco Systems (CSCO) | 0.5 | $16M | -2% | 229k | 68.42 |
|
| Progressive Corporation (PGR) | 0.5 | $15M | 62k | 246.95 |
|
|
| Qualcomm (QCOM) | 0.5 | $15M | -2% | 91k | 166.36 |
|
| Danaher Corporation (DHR) | 0.5 | $15M | 75k | 198.26 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.5 | $15M | 48k | 309.74 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $15M | -2% | 71k | 206.51 |
|
| Anthem (ELV) | 0.5 | $15M | -4% | 45k | 323.12 |
|
| Marvell Technology (MRVL) | 0.5 | $14M | -2% | 168k | 84.07 |
|
| Broadridge Financial Solutions (BR) | 0.4 | $14M | 57k | 238.17 |
|
|
| Cdw (CDW) | 0.4 | $14M | 85k | 159.28 |
|
|
| Coca-Cola Company (KO) | 0.4 | $14M | 203k | 66.32 |
|
|
| Duke Energy Corp Com New (DUK) | 0.4 | $13M | 104k | 123.75 |
|
|
| Amgen (AMGN) | 0.4 | $13M | 44k | 282.20 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $12M | 50k | 246.60 |
|
|
| Lowe's Companies (LOW) | 0.4 | $12M | 49k | 251.31 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $12M | 71k | 170.85 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $12M | -8% | 16k | 763.00 |
|
| Walt Disney Company (DIS) | 0.4 | $12M | -2% | 103k | 114.50 |
|
| Shell Spon Ads (SHEL) | 0.4 | $12M | -3% | 165k | 71.53 |
|
| Servicenow (NOW) | 0.4 | $11M | 12k | 920.28 |
|
|
| Diamondback Energy (FANG) | 0.4 | $11M | +100% | 79k | 143.10 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $11M | +11% | 93k | 120.72 |
|
| Wells Fargo & Company (WFC) | 0.4 | $11M | +28% | 134k | 83.82 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $11M | 23k | 485.02 |
|
|
| Lockheed Martin Corporation (LMT) | 0.4 | $11M | -3% | 22k | 499.22 |
|
| McDonald's Corporation (MCD) | 0.4 | $11M | -4% | 36k | 303.89 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $11M | 24k | 447.23 |
|
|
| Cardinal Health (CAH) | 0.3 | $11M | NEW | 67k | 156.96 |
|
| Northrop Grumman Corporation (NOC) | 0.3 | $10M | 17k | 609.32 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $10M | +2% | 29k | 355.47 |
|
| Merck & Co (MRK) | 0.3 | $10M | -3% | 123k | 83.93 |
|
| EOG Resources (EOG) | 0.3 | $10M | 90k | 112.12 |
|
|
| Hubbell (HUBB) | 0.3 | $9.9M | NEW | 23k | 430.31 |
|
| Te Connectivity Ord Shs (TEL) | 0.3 | $9.4M | 43k | 219.53 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $9.3M | +8% | 128k | 72.77 |
|
| Trimble Navigation (TRMB) | 0.3 | $8.9M | 109k | 81.65 |
|
|
| BP Sponsored Adr (BP) | 0.3 | $8.8M | 255k | 34.46 |
|
|
| Chevron Corporation (CVX) | 0.3 | $8.8M | +40% | 57k | 155.29 |
|
| Analog Devices (ADI) | 0.3 | $8.7M | -3% | 35k | 245.70 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $8.5M | 8.8k | 968.09 |
|
|
| Linde SHS (LIN) | 0.3 | $8.5M | 18k | 475.00 |
|
|
| Digital Realty Trust (DLR) | 0.3 | $8.4M | -20% | 48k | 172.88 |
|
| Fiserv (FI) | 0.3 | $8.3M | 65k | 128.93 |
|
|
| Philip Morris International (PM) | 0.3 | $8.3M | +2% | 51k | 162.20 |
|
| Union Pacific Corporation (UNP) | 0.3 | $8.0M | 34k | 236.37 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $7.7M | -55% | 22k | 352.75 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $7.3M | 16k | 468.41 |
|
|
| Medtronic SHS (MDT) | 0.2 | $7.2M | 76k | 95.24 |
|
|
| Houlihan Lokey Cl A (HLI) | 0.2 | $7.1M | 34k | 205.32 |
|
|
| Watsco, Incorporated (WSO) | 0.2 | $6.7M | +2% | 17k | 404.30 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $6.6M | +40% | 14k | 479.61 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $6.5M | +18% | 34k | 189.70 |
|
| Pepsi (PEP) | 0.2 | $6.5M | -5% | 46k | 140.44 |
|
| Abbott Laboratories (ABT) | 0.2 | $6.3M | 47k | 133.94 |
|
|
| Tesla Motors (TSLA) | 0.2 | $6.2M | 14k | 444.72 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.2 | $6.2M | -2% | 24k | 259.44 |
|
| Nxp Semiconductors N V (NXPI) | 0.2 | $6.1M | 27k | 227.73 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $5.9M | 61k | 96.55 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $5.8M | 6.3k | 925.63 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $5.8M | +5% | 41k | 142.41 |
|
| AvalonBay Communities (AVB) | 0.2 | $5.8M | -2% | 30k | 193.17 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $5.5M | 69k | 79.93 |
|
|
| Stag Industrial (STAG) | 0.2 | $5.5M | 157k | 35.29 |
|
|
| Callaway Golf Company (MODG) | 0.2 | $5.5M | 575k | 9.50 |
|
|
| Owens Corning (OC) | 0.2 | $5.4M | 38k | 141.46 |
|
|
| Marsh & McLennan Companies (MMC) | 0.2 | $5.2M | 26k | 201.53 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $4.9M | -38% | 62k | 78.91 |
|
| Quest Diagnostics Incorporated (DGX) | 0.2 | $4.8M | -39% | 25k | 190.58 |
|
| Bank of America Corporation (BAC) | 0.2 | $4.7M | 91k | 51.59 |
|
|
| Exelon Corporation (EXC) | 0.2 | $4.7M | 103k | 45.01 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $4.6M | +582% | 55k | 84.11 |
|
| Pfizer (PFE) | 0.1 | $4.6M | -2% | 180k | 25.48 |
|
| RPM International (RPM) | 0.1 | $4.4M | 37k | 117.88 |
|
|
| American Tower Reit (AMT) | 0.1 | $4.2M | -2% | 22k | 192.32 |
|
| Emerson Electric (EMR) | 0.1 | $4.2M | 32k | 131.18 |
|
|
| Applied Materials (AMAT) | 0.1 | $4.1M | -3% | 20k | 204.74 |
|
| Altria (MO) | 0.1 | $3.9M | 59k | 66.06 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $3.7M | -11% | 44k | 84.60 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $3.7M | +62% | 20k | 186.49 |
|
| Capital One Financial (COF) | 0.1 | $3.6M | 17k | 212.58 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $3.6M | +6% | 13k | 279.29 |
|
| Ameriprise Financial (AMP) | 0.1 | $3.5M | -4% | 7.1k | 491.25 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $3.4M | 36k | 95.43 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $3.3M | 12k | 281.86 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $3.3M | +40% | 33k | 100.25 |
|
| Alexandria Real Estate Equities (ARE) | 0.1 | $3.1M | 38k | 83.34 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $3.0M | 14k | 215.79 |
|
|
| International Business Machines (IBM) | 0.1 | $3.0M | +4% | 11k | 282.16 |
|
| Valero Energy Corporation (VLO) | 0.1 | $3.0M | -2% | 18k | 170.26 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $3.0M | +20% | 50k | 59.92 |
|
| Netflix (NFLX) | 0.1 | $2.9M | 2.4k | 1198.92 |
|
|
| Allstate Corporation (ALL) | 0.1 | $2.9M | -9% | 13k | 214.65 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $2.9M | -3% | 46k | 62.47 |
|
| Verizon Communications (VZ) | 0.1 | $2.8M | 64k | 43.95 |
|
|
| Citigroup Com New (C) | 0.1 | $2.8M | +3% | 27k | 101.50 |
|
| Ge Aerospace Com New (GE) | 0.1 | $2.7M | +16% | 9.1k | 300.82 |
|
| American Express Company (AXP) | 0.1 | $2.7M | -6% | 8.2k | 332.16 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $2.7M | +26% | 25k | 111.47 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $2.7M | -11% | 155k | 17.27 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $2.7M | -9% | 19k | 140.05 |
|
| 3M Company (MMM) | 0.1 | $2.7M | 17k | 155.18 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.6M | +87% | 9.0k | 293.74 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $2.6M | +74% | 11k | 247.12 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $2.6M | -2% | 18k | 142.10 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $2.5M | +23% | 58k | 42.37 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $2.5M | -4% | 7.7k | 320.04 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $2.4M | +107% | 36k | 68.46 |
|
| Tractor Supply Company (TSCO) | 0.1 | $2.4M | -4% | 42k | 56.87 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $2.4M | -27% | 30k | 81.19 |
|
| AmerisourceBergen (COR) | 0.1 | $2.2M | -4% | 7.2k | 312.53 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $2.2M | -3% | 46k | 48.33 |
|
| Atlantic Union B (AUB) | 0.1 | $2.2M | 63k | 35.29 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $2.2M | +7% | 6.5k | 341.00 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.1 | $2.2M | +11% | 66k | 32.90 |
|
| Canadian Natl Ry (CNI) | 0.1 | $2.1M | -8% | 23k | 94.30 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $2.0M | NEW | 20k | 99.53 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $2.0M | +22% | 63k | 31.84 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $1.9M | -10% | 29k | 67.51 |
|
| Uber Technologies (UBER) | 0.1 | $1.9M | 20k | 97.97 |
|
|
| Cbre Group Cl A (CBRE) | 0.1 | $1.9M | 12k | 157.56 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.9M | 73k | 26.34 |
|
|
| Booking Holdings (BKNG) | 0.1 | $1.9M | -3% | 354.00 | 5399.27 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.8M | 2.5k | 746.63 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $1.8M | +87% | 49k | 36.35 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $1.8M | -16% | 18k | 97.82 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $1.8M | +10% | 12k | 145.71 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $1.7M | NEW | 24k | 72.26 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.7M | +18% | 20k | 87.31 |
|
| L3harris Technologies (LHX) | 0.1 | $1.7M | -4% | 5.6k | 305.41 |
|
| Stryker Corporation (SYK) | 0.1 | $1.7M | -4% | 4.6k | 369.67 |
|
| CSX Corporation (CSX) | 0.1 | $1.7M | 47k | 35.51 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $1.6M | -6% | 25k | 66.01 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $1.6M | -2% | 17k | 95.47 |
|
| Air Products & Chemicals (APD) | 0.0 | $1.5M | 5.6k | 272.72 |
|
|
| Hca Holdings (HCA) | 0.0 | $1.5M | 3.6k | 426.20 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $1.5M | -2% | 25k | 59.70 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $1.5M | +152% | 33k | 46.12 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $1.5M | -4% | 28k | 53.03 |
|
| Kinder Morgan (KMI) | 0.0 | $1.5M | -6% | 52k | 28.31 |
|
| Metropcs Communications (TMUS) | 0.0 | $1.5M | -8% | 6.1k | 239.38 |
|
| Advanced Micro Devices (AMD) | 0.0 | $1.4M | +5% | 8.8k | 161.79 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $1.4M | -11% | 11k | 128.24 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $1.4M | +21% | 4.7k | 297.62 |
|
| Cummins (CMI) | 0.0 | $1.4M | -16% | 3.3k | 422.37 |
|
| Nike CL B (NKE) | 0.0 | $1.4M | -14% | 20k | 69.73 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $1.4M | -2% | 7.1k | 192.74 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $1.4M | -4% | 17k | 79.94 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $1.4M | -3% | 9.7k | 139.67 |
|
| First Financial Ban (FFBC) | 0.0 | $1.4M | 54k | 25.25 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $1.4M | 3.6k | 378.94 |
|
|
| American Centy Etf Tr International Lr (AVIV) | 0.0 | $1.3M | NEW | 20k | 67.44 |
|
| Deere & Company (DE) | 0.0 | $1.3M | -69% | 2.9k | 457.26 |
|
| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.0 | $1.3M | 21k | 63.56 |
|
|
| Corning Incorporated (GLW) | 0.0 | $1.3M | 16k | 82.03 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $1.3M | -5% | 29k | 45.10 |
|
| Travelers Companies (TRV) | 0.0 | $1.3M | -8% | 4.6k | 279.22 |
|
| Eaton Corp SHS (ETN) | 0.0 | $1.3M | +3% | 3.4k | 374.25 |
|
| Cme (CME) | 0.0 | $1.3M | 4.6k | 270.19 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.2M | +34% | 4.8k | 254.28 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $1.2M | -2% | 19k | 65.00 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $1.2M | NEW | 16k | 75.11 |
|
| Paychex (PAYX) | 0.0 | $1.2M | -5% | 9.5k | 126.76 |
|
| American Electric Power Company (AEP) | 0.0 | $1.2M | -9% | 11k | 112.50 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $1.2M | +2% | 11k | 104.51 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $1.2M | 5.7k | 209.26 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $1.2M | -8% | 46k | 25.71 |
|
| Wec Energy Group (WEC) | 0.0 | $1.2M | +24% | 10k | 114.59 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $1.1M | +31% | 39k | 29.64 |
|
| Illinois Tool Works (ITW) | 0.0 | $1.1M | -3% | 4.4k | 260.76 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.1M | -18% | 2.3k | 490.38 |
|
| Boeing Company (BA) | 0.0 | $1.1M | -7% | 5.2k | 215.83 |
|
| Intuit (INTU) | 0.0 | $1.1M | 1.6k | 682.91 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $1.1M | -6% | 20k | 53.87 |
|
| Harrow Health (HROW) | 0.0 | $1.1M | 23k | 48.18 |
|
|
| Wp Carey (WPC) | 0.0 | $1.1M | 16k | 67.57 |
|
|
| ConocoPhillips (COP) | 0.0 | $1.1M | 12k | 94.59 |
|
|
| New Jersey Resources Corporation (NJR) | 0.0 | $1.1M | 22k | 48.15 |
|
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $1.1M | NEW | 30k | 35.43 |
|
| Norfolk Southern (NSC) | 0.0 | $1.1M | -5% | 3.5k | 300.41 |
|
| At&t (T) | 0.0 | $1.1M | +19% | 37k | 28.24 |
|
| Standard Motor Products (SMP) | 0.0 | $1.0M | 26k | 40.82 |
|
|
| Tapestry (TPR) | 0.0 | $1.0M | 9.2k | 113.22 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $1.0M | 946.00 | 1078.60 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $1.0M | -22% | 11k | 89.34 |
|
| Autodesk (ADSK) | 0.0 | $1.0M | 3.2k | 317.67 |
|
|
| General Motors Company (GM) | 0.0 | $986k | -3% | 16k | 60.97 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $986k | -14% | 7.1k | 139.17 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $942k | 41k | 23.28 |
|
|
| Dominion Resources (D) | 0.0 | $940k | 15k | 61.17 |
|
|
| Uscf Etf Tr Midstream Energy (UMI) | 0.0 | $910k | 18k | 51.35 |
|
|
| PNC Financial Services (PNC) | 0.0 | $909k | -10% | 4.5k | 200.93 |
|
| Dupont De Nemours (DD) | 0.0 | $892k | -11% | 12k | 77.90 |
|
| Tidal Trust Iii Rockefeller Glob (RGEF) | 0.0 | $882k | 30k | 29.40 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $882k | 7.9k | 111.22 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $876k | +11% | 13k | 65.92 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $872k | NEW | 28k | 31.53 |
|
| American Centy Etf Tr Avantis Us Mid C (AVMV) | 0.0 | $870k | NEW | 13k | 68.89 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $863k | -8% | 28k | 31.42 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $849k | +3% | 16k | 54.18 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $847k | -2% | 4.9k | 174.58 |
|
| FedEx Corporation (FDX) | 0.0 | $839k | +16% | 3.6k | 235.81 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $832k | +4% | 2.8k | 297.91 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $807k | +2% | 4.1k | 194.50 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $800k | +10% | 11k | 75.39 |
|
| Enterprise Products Partners (EPD) | 0.0 | $774k | +33% | 25k | 31.27 |
|
| Interpublic Group of Companies (IPG) | 0.0 | $774k | -6% | 28k | 27.91 |
|
| Cigna Corp (CI) | 0.0 | $767k | -5% | 2.7k | 288.25 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $758k | -5% | 8.3k | 91.43 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $758k | 7.0k | 108.96 |
|
|
| Fortinet (FTNT) | 0.0 | $757k | -2% | 9.0k | 84.08 |
|
| Chubb (CB) | 0.0 | $742k | -10% | 2.6k | 282.25 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $738k | -7% | 4.2k | 176.81 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $737k | +18% | 7.4k | 99.81 |
|
| Xcel Energy (XEL) | 0.0 | $737k | 9.1k | 80.65 |
|
|
| S&p Global (SPGI) | 0.0 | $733k | -5% | 1.5k | 486.71 |
|
| Fastenal Company (FAST) | 0.0 | $713k | -17% | 15k | 49.04 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $709k | 8.1k | 87.21 |
|
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.0 | $700k | +123% | 13k | 55.33 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $688k | 12k | 56.75 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $684k | +2% | 8.1k | 84.31 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $680k | 8.9k | 76.01 |
|
|
| Chart Industries (GTLS) | 0.0 | $668k | -93% | 3.3k | 200.15 |
|
| Amcor Ord (AMCR) | 0.0 | $654k | -20% | 80k | 8.18 |
|
| Globe Life (GL) | 0.0 | $653k | 4.6k | 142.97 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $652k | 6.8k | 95.89 |
|
|
| United Rentals (URI) | 0.0 | $647k | +58% | 678.00 | 954.66 |
|
| O'reilly Automotive (ORLY) | 0.0 | $636k | -5% | 5.9k | 107.81 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $633k | 37k | 17.16 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $627k | 14k | 44.58 |
|
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $625k | 4.9k | 126.64 |
|
|
| Micron Technology (MU) | 0.0 | $606k | 3.6k | 167.32 |
|
|
| Southern Company (SO) | 0.0 | $605k | +47% | 6.4k | 94.77 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $605k | +46% | 11k | 57.10 |
|
| Public Service Enterprise (PEG) | 0.0 | $603k | -7% | 7.2k | 83.46 |
|
| Evergy (EVRG) | 0.0 | $594k | -11% | 7.8k | 76.02 |
|
| Consolidated Edison (ED) | 0.0 | $592k | +25% | 5.9k | 100.52 |
|
| Enbridge (ENB) | 0.0 | $587k | +36% | 12k | 50.46 |
|
| Corteva (CTVA) | 0.0 | $581k | -4% | 8.6k | 67.63 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $581k | 7.3k | 79.95 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $581k | -12% | 2.4k | 239.64 |
|
| Phillips 66 (PSX) | 0.0 | $580k | 4.3k | 136.02 |
|
|
| Tidal Trust Iii Rockefeller Us S (RSMC) | 0.0 | $565k | 22k | 26.33 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $563k | -49% | 4.2k | 134.67 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $556k | +3% | 422.00 | 1318.02 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $556k | -23% | 1.6k | 346.26 |
|
| Markel Corporation (MKL) | 0.0 | $551k | 288.00 | 1911.36 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $550k | 3.6k | 150.86 |
|
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $550k | 6.3k | 87.23 |
|
|
| Fortune Brands (FBIN) | 0.0 | $537k | 10k | 53.39 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $527k | 10k | 50.63 |
|
|
| McKesson Corporation (MCK) | 0.0 | $526k | +4% | 681.00 | 772.54 |
|
| Apollo Global Mgmt (APO) | 0.0 | $526k | 3.9k | 133.27 |
|
|
| Electronic Arts (EA) | 0.0 | $514k | -5% | 2.5k | 201.70 |
|
| Wyndham Hotels And Resorts (WH) | 0.0 | $512k | 6.4k | 79.90 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $510k | +26% | 22k | 23.12 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $505k | -11% | 7.4k | 68.08 |
|
| Tcg Bdc (CGBD) | 0.0 | $505k | 40k | 12.50 |
|
|
| Western Alliance Bancorporation (WAL) | 0.0 | $499k | 5.8k | 86.72 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $492k | -3% | 1.5k | 326.36 |
|
| United Sts Oil Units (USO) | 0.0 | $490k | 6.6k | 73.75 |
|
|
| Moody's Corporation (MCO) | 0.0 | $483k | 1.0k | 476.48 |
|
|
| Rogers Communications CL B (RCI) | 0.0 | $483k | 14k | 34.47 |
|
|
| Rbc Cad (RY) | 0.0 | $478k | +3% | 3.2k | 147.32 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $471k | -57% | 2.6k | 183.73 |
|
| First Solar (FSLR) | 0.0 | $470k | 2.1k | 220.53 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $467k | +9% | 5.7k | 82.34 |
|
| Spdr Series Trust S&p Biotech (XBI) | 0.0 | $466k | 4.7k | 100.20 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $466k | -33% | 7.8k | 60.08 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $461k | -51% | 2.5k | 182.42 |
|
| SLB Com Stk (SLB) | 0.0 | $459k | 13k | 34.37 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $458k | 15k | 31.62 |
|
|
| Icon SHS (ICLR) | 0.0 | $458k | -94% | 2.6k | 175.00 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $455k | -4% | 6.4k | 71.37 |
|
| HEICO Corporation (HEI) | 0.0 | $451k | 1.4k | 322.82 |
|
|
| AutoZone (AZO) | 0.0 | $451k | +7% | 105.00 | 4290.24 |
|
| First Ban (FNLC) | 0.0 | $450k | 17k | 26.26 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $450k | 3.8k | 118.37 |
|
|
| Celestica (CLS) | 0.0 | $447k | -34% | 1.8k | 246.38 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $442k | -36% | 16k | 27.30 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $440k | 6.2k | 70.98 |
|
|
| Microchip Technology (MCHP) | 0.0 | $436k | 6.8k | 64.22 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $434k | +6% | 5.6k | 78.09 |
|
| Oge Energy Corp (OGE) | 0.0 | $424k | 9.2k | 46.27 |
|
|
| Gilead Sciences (GILD) | 0.0 | $417k | -10% | 3.8k | 111.00 |
|
| Federal Signal Corporation (FSS) | 0.0 | $417k | 3.5k | 118.99 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $415k | -15% | 5.3k | 77.77 |
|
| Manulife Finl Corp (MFC) | 0.0 | $412k | -26% | 13k | 31.15 |
|
| Williams Companies (WMB) | 0.0 | $412k | -30% | 6.5k | 63.35 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $410k | +17% | 3.3k | 124.34 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $406k | 1.9k | 214.58 |
|
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $405k | -42% | 6.5k | 62.71 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $404k | -14% | 2.7k | 148.61 |
|
| Waste Management (WM) | 0.0 | $390k | 1.8k | 220.83 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $390k | -14% | 1.9k | 203.59 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $387k | -16% | 2.5k | 154.23 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $386k | 3.1k | 123.75 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $384k | -8% | 1.1k | 356.58 |
|
| Ross Stores (ROST) | 0.0 | $382k | -21% | 2.5k | 152.39 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $381k | NEW | 414.00 | 920.64 |
|
| CoStar (CSGP) | 0.0 | $367k | 4.4k | 84.37 |
|
|
| Ingersoll Rand (IR) | 0.0 | $364k | 4.4k | 82.62 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $362k | 7.4k | 49.04 |
|
|
| First Horizon National Corporation (FHN) | 0.0 | $360k | 16k | 22.61 |
|
|
| Intel Corporation (INTC) | 0.0 | $360k | +10% | 11k | 33.55 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.0 | $360k | 12k | 31.00 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $359k | +6% | 3.8k | 95.15 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $355k | 2.6k | 137.20 |
|
|
| Kraft Heinz (KHC) | 0.0 | $352k | -6% | 14k | 26.04 |
|
| WSFS Financial Corporation (WSFS) | 0.0 | $351k | 6.5k | 53.93 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $343k | +6% | 2.6k | 131.24 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $337k | NEW | 2.4k | 143.18 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $336k | 7.4k | 45.21 |
|
|
| Hershey Company (HSY) | 0.0 | $322k | 1.7k | 187.05 |
|
|
| Carpenter Technology Corporation (CRS) | 0.0 | $322k | -2% | 1.3k | 245.54 |
|
| Workday Cl A (WDAY) | 0.0 | $322k | 1.3k | 240.73 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $322k | 3.4k | 95.14 |
|
|
| Packaging Corporation of America (PKG) | 0.0 | $321k | 1.5k | 217.93 |
|
|
| Sempra Energy (SRE) | 0.0 | $319k | 3.6k | 89.98 |
|
|
| American Water Works (AWK) | 0.0 | $319k | 2.3k | 139.19 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $316k | +10% | 1.2k | 260.44 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $310k | 2.7k | 113.88 |
|
|
| CECO Environmental (CECO) | 0.0 | $305k | NEW | 6.0k | 51.20 |
|
| salesforce (CRM) | 0.0 | $303k | -50% | 1.3k | 237.00 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $294k | -5% | 10k | 28.91 |
|
| Rockwell Automation (ROK) | 0.0 | $294k | -22% | 840.00 | 349.53 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $294k | -20% | 11k | 27.90 |
|
| Ford Motor Company (F) | 0.0 | $293k | -14% | 25k | 11.96 |
|
| Roper Industries (ROP) | 0.0 | $290k | 582.00 | 498.69 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $286k | -12% | 6.8k | 42.13 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $285k | 1.8k | 158.10 |
|
|
| Axon Enterprise (AXON) | 0.0 | $283k | -2% | 394.00 | 717.64 |
|
| Target Corporation (TGT) | 0.0 | $282k | -24% | 3.1k | 89.70 |
|
| Prologis (PLD) | 0.0 | $279k | 2.4k | 114.52 |
|
|
| Neogenomics Com New (NEO) | 0.0 | $279k | -3% | 36k | 7.72 |
|
| Synopsys (SNPS) | 0.0 | $274k | NEW | 555.00 | 493.39 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $270k | +2% | 6.9k | 39.19 |
|
| Forestar Group (FOR) | 0.0 | $269k | 10k | 26.59 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $267k | 1.9k | 138.60 |
|
|
| Ryder System (R) | 0.0 | $266k | 1.4k | 188.64 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $265k | 1.5k | 178.14 |
|
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $263k | 5.3k | 49.39 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $257k | NEW | 1.9k | 133.90 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $257k | -2% | 339.00 | 758.15 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $256k | -50% | 1.8k | 144.37 |
|
| American Centy Etf Tr Avantis Us Small (AVSC) | 0.0 | $252k | NEW | 4.4k | 57.25 |
|
| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.0 | $250k | 2.8k | 90.50 |
|
|
| Cyberark Software SHS (CYBR) | 0.0 | $249k | -20% | 516.00 | 483.15 |
|
| Constellation Energy (CEG) | 0.0 | $249k | -2% | 756.00 | 329.07 |
|
| Yum! Brands (YUM) | 0.0 | $247k | +7% | 1.6k | 152.00 |
|
| American Centy Etf Tr Avantis Us Larg (AVLC) | 0.0 | $247k | NEW | 3.2k | 76.51 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.0 | $244k | NEW | 3.1k | 78.34 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $241k | +9% | 4.3k | 55.49 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $237k | -19% | 3.1k | 76.62 |
|
| Ubs Ag London Branch Etracs Aler Mlp (MLPB) | 0.0 | $237k | 9.5k | 24.99 |
|
|
| F5 Networks (FFIV) | 0.0 | $235k | 726.00 | 323.19 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $235k | -3% | 3.5k | 67.07 |
|
| Eightco Holdings | 0.0 | $233k | +18% | 25k | 9.15 |
|
| International Flavors & Fragrances (IFF) | 0.0 | $231k | -14% | 3.7k | 61.54 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $230k | 3.4k | 67.83 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $229k | -40% | 1.6k | 146.32 |
|
| Hologic (HOLX) | 0.0 | $228k | 3.4k | 67.49 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $227k | 2.3k | 97.63 |
|
|
| Ecolab (ECL) | 0.0 | $227k | -12% | 829.00 | 273.86 |
|
| First Financial Corporation (THFF) | 0.0 | $226k | 4.0k | 56.44 |
|
|
| D.R. Horton (DHI) | 0.0 | $225k | NEW | 1.3k | 169.47 |
|
| Verisk Analytics (VRSK) | 0.0 | $224k | 890.00 | 251.51 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $223k | NEW | 7.0k | 31.91 |
|
| Boston Properties (BXP) | 0.0 | $223k | 3.0k | 74.34 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $218k | NEW | 2.8k | 76.72 |
|
| General Mills (GIS) | 0.0 | $217k | 4.3k | 50.42 |
|
|
| Carlisle Companies (CSL) | 0.0 | $214k | 650.00 | 328.96 |
|
|
| Enterin | 0.0 | $212k | 1.00 | 211565.00 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $209k | -25% | 458.00 | 457.29 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $209k | NEW | 680.00 | 307.86 |
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $208k | 4.2k | 49.08 |
|
|
| Dow (DOW) | 0.0 | $207k | -33% | 9.0k | 22.93 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $207k | NEW | 4.0k | 52.22 |
|
| Starwood Property Trust (STWD) | 0.0 | $203k | 11k | 19.37 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $202k | -36% | 1.4k | 145.65 |
|
| PPG Industries (PPG) | 0.0 | $202k | -38% | 1.9k | 105.11 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $201k | NEW | 2.3k | 88.12 |
|
| Paypal Holdings (PYPL) | 0.0 | $200k | -36% | 3.0k | 67.06 |
|
| Eastern Bankshares (EBC) | 0.0 | $182k | 10k | 18.15 |
|
|
| LCNB (LCNB) | 0.0 | $179k | 12k | 14.99 |
|
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $141k | 12k | 11.60 |
|
|
| InfuSystem Holdings (INFU) | 0.0 | $130k | 13k | 10.36 |
|
|
| Cyber Enviro Tech (CETI) | 0.0 | $31k | -21% | 195k | 0.16 |
|
| Cibus Cl A Com Stk (CBUS) | 0.0 | $26k | 21k | 1.29 |
|
|
| Vertical Computer Systems | 0.0 | $16k | 1.0M | 0.02 |
|
|
| Healthy Choice Wellness Corp Cl A (HCWC) | 0.0 | $8.6k | NEW | 11k | 0.76 |
|
| Origin Materials (ORGN) | 0.0 | $8.3k | 16k | 0.52 |
|
|
| Ttc Technology Corp equity | 0.0 | $7.0k | 100k | 0.07 |
|
|
| Seafarer Exploration (SFRX) | 0.0 | $5.0k | 2.4M | 0.00 |
|
|
| Cytodin (CYDY) | 0.0 | $3.9k | 15k | 0.26 |
|
|
| 5barz International | 0.0 | $3.5k | 34k | 0.10 |
|
|
| Healthier Choices Ma (HCMC) | 0.0 | $0 | 233M | 0.00 |
|
|
| Revive Therapeutics (RVVTF) | 0.0 | $113.795000 | 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 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
- FineMark National Bank & Trust 2022 Q1 filed May 16, 2022