Canandaigua National Trust CO Of Florida Purchases in Q4 2024

Canandaigua National Trust CO Of Florida

  • $128 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
24K
+ 246.63%
$65.95 - $72.56 $1.58M - $1.74M
33.7K $2.23B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
59.5K
+ 260.59%
$22.39 - $23.45 $1.33M - $1.4M
82.4K $1.89B
BNL
Broadstone Net Lease, Inc.

Real Estate
72.1K
New
$15.86 - $18.7 $1.14M - $1.35M
72.1K $1.14B
AAPL
Apple Inc.

Technology
3.43K
+ 29.06%
$221.69 - $259.02 $761K - $889K
15.2K $3.82B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.48K
+ 9.61%
$567.81 - $607.81 $838K - $897K
16.8K $9.86B
GOOG
Alphabet Inc.

Communication Services
4.7K
+ 80.04%
$163.08 - $198.16 $767K - $932K
10.6K $2.01B
AMZN
Amazon Com Inc

Consumer Cyclical
2.02K
+ 14.62%
$180.88 - $232.93 $366K - $471K
15.9K $3.48B
DFAX
Dimensional ETF Tr
31.7K
+ 286.63%
$24.76 - $27.04 $785K - $857K
42.8K $1.06B
VXF
Vanguard Extended Market ETF

ETFs
3.93K
New
$179.17 - $207.15 $705K - $815K
3.93K $747M
GOOGL
Alphabet Inc.

Communication Services
2.6K
+ 28.98%
$161.86 - $196.66 $421K - $511K
11.6K $2.19B
TMUS
T Mobile Us, Inc.

Communication Services
2.72K
New
$206.1 - $246.94 $560K - $671K
2.72K $600M
SPTS
Spdr Portfolio Short Term Trea

ETFs
20.5K
New
$28.88 - $29.33 $591K - $600K
20.5K $594M
Doubleline ETF Trust Mortgage ETF
11.3K
New
N/A
11.3K $545M
IEMG
Ishares Inc

ETFs
10.3K
+ 138.03%
N/A
17.8K $932M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.86K
New
$124.26 - $134.12 $479K - $517K
3.86K $496M
MKL
Markel Corp

Financial Services
283
New
$1542.01 - $1785.11 $436K - $505K
283 $489M
V
Visa Inc.

Financial Services
1.12K
+ 44.71%
$273.87 - $320.91 $307K - $359K
3.63K $1.15B
NVDA
Nvidia Corp

Technology
2.15K
+ 17.82%
$117.0 - $148.88 $251K - $320K
14.2K $1.91B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
983
+ 84.52%
$442.29 - $483.08 $435K - $475K
2.15K $973M
MCO
Moodys Corp

Financial Services
877
New
$454.04 - $500.88 $398K - $439K
877 $415M
Brookfield Corp
6.41K
New
N/A
6.41K $368M
AXP
American Express CO

Financial Services
1.22K
New
$267.35 - $305.57 $325K - $372K
1.22K $361M
WFC
Wells Fargo & Company

Financial Services
5.06K
New
$54.98 - $77.35 $278K - $391K
5.06K $355M
MRK
Merck & Co., Inc.

Healthcare
3.81K
+ 106.43%
$96.31 - $114.76 $367K - $437K
7.39K $735M
CPRT
Copart Inc

Consumer Cyclical
5.66K
New
$51.36 - $63.8 $291K - $361K
5.66K $325M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.51K
New
$201.32 - $217.44 $304K - $329K
1.51K $313M
JKHY
Henry Jack & Associates Inc

Technology
1.69K
New
$171.12 - $186.18 $290K - $315K
1.69K $297M
SPYG
Spdr Portfolio

ETFs
1.01K
+ 2.46%
$81.74 - $91.38 $82.7K - $92.5K
42.1K $3.7B
DEO
Diageo PLC

Consumer Defensive
2.11K
New
$118.0 - $139.88 $249K - $296K
2.11K $269M
JPM
Jpmorgan Chase & CO

Financial Services
496
+ 10.68%
$205.18 - $250.29 $102K - $124K
5.14K $1.23B
FNDX
Schwab Fundamental U S Large C

ETFs
20.3K
+ 419.42%
$23.49 - $71.77 $477K - $1.46M
25.1K $595M
RSG
Republic Services, Inc.

Industrials
1.23K
New
$198.0 - $218.75 $243K - $268K
1.23K $247M
COST
Costco Wholesale Corp

Consumer Defensive
266
New
$873.59 - $994.69 $232K - $265K
266 $244M
CSCO
Cisco Systems, Inc.

Technology
958
+ 5.05%
$52.45 - $60.02 $50.2K - $57.5K
19.9K $1.18B
DIS
Walt Disney CO

Communication Services
1.18K
+ 46.12%
$92.39 - $117.6 $109K - $138K
3.73K $415M
TJX
Tjx Companies Inc

Consumer Cyclical
1.19K
+ 24.82%
$112.15 - $127.2 $134K - $152K
5.99K $724M
WMT
Walmart Inc.

Consumer Defensive
1.24K
+ 41.71%
$79.1 - $95.7 $98.1K - $119K
4.21K $381M
QQQ
Invesco Qqq Trust, Series 1

ETFs
184
+ 14.77%
$481.22 - $538.17 $88.5K - $99K
1.43K $731M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.56K
+ 15.96%
$75.1 - $82.99 $342K - $378K
33.1K $2.5B
PFF
Ishares Trust Ishares Pfd And

ETFs
7.01K
+ 11.75%
$31.23 - $33.51 $219K - $235K
66.7K $2.1B
XOM
Exxon Mobil Corp

Energy
1.5K
+ 30.31%
$105.51 - $125.37 $158K - $188K
6.44K $693M
CNI
Canadian National Railway CO

Industrials
1.37K
+ 61.9%
$100.62 - $117.12 $137K - $160K
3.57K $362M
HD
Home Depot, Inc.

Consumer Cyclical
265
+ 12.21%
$385.02 - $431.37 $102K - $114K
2.44K $948M
CVX
Chevron Corp

Energy
500
+ 17.15%
$141.15 - $162.53 $70.6K - $81.3K
3.42K $495M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
230
+ 0.46%
$78.43 - $87.17 $18K - $20K
50.6K $4.06B
KO
Coca Cola CO

Consumer Defensive
1.6K
+ 34.45%
$61.74 - $71.71 $98.8K - $115K
6.24K $389M
EEM
Ishares Msci Emerging Markets

ETFs
1.89K
+ 17.62%
$41.82 - $47.36 $79.2K - $89.7K
12.6K $529M
MCD
Mcdonalds Corp

Consumer Cyclical
200
+ 12.41%
$288.47 - $316.54 $57.7K - $63.3K
1.81K $525M
PG
Procter & Gamble CO

Consumer Defensive
342
+ 7.87%
$161.05 - $179.7 $55.1K - $61.5K
4.69K $786M
Activity Summary
Buys All Purchases 63 New Holdings 17 Increased Positions 46 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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