Canandaigua National Trust CO Of Florida Portfolio Holdings

Canandaigua National Trust CO Of Florida

  • $116 Billion
  • Q3 2024

Canandaigua National Trust CO Of Florida has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $20B, Spdr S&P 500 ETF Trust with a value of $8.81B, Ishares Core S&P U.S. Value Et with a value of $5.22B, Schwab Fundamental Intl Large with a value of $4.22B, and Spdr S&P 400 Mid Cap Value ETF with a value of $4B.

Examining the 13F form we can see an increase of $116B in the current position value.

Canandaigua National Trust CO Of Florida is based out at Canandaigua, NY

Below you can find more details about Canandaigua National Trust CO Of Florida portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $48.2 Billion
Healthcare: $24.6 Billion
Technology: $12 Billion
Financial Services: $7.35 Billion
Consumer Cyclical: $4.51 Billion
Consumer Defensive: $3.98 Billion
Communication Services: $3.95 Billion
Industrials: $3.91 Billion
Other: $7.55 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $116 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 99 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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