Fine Mark National Bank & Trust Purchases in Q2 2025

Fine Mark National Bank & Trust

  • $2.87 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
222
+ 0.11%
$354.56 - $497.45 $78.7K - $110K
196K $97.7M
JPM
Jpmorgan Chase & CO

Financial Services
48.3K
+ 33.43%
$210.28 - $289.91 $10.2M - $14M
193K $55.9M
IVV
Ishares Core S&P 500 ETF

ETFs
959
+ 0.43%
$498.8 - $620.9 $478K - $595K
225K $140M
EFA
Ishares Tr Msci Eafe ETF

ETFs
68.4K
+ 16.16%
$72.96 - $90.39 $4.99M - $6.18M
491K $43.9M
META
Meta Platforms, Inc.

Communication Services
251
+ 0.45%
$484.66 - $738.09 $122K - $185K
56.1K $41.4M
ORCL
Oracle Corp

Technology
1.11K
+ 1.09%
$122.82 - $218.63 $136K - $242K
103K $22.4M
AMZN
Amazon Com Inc

Consumer Cyclical
6.2K
+ 2.79%
$167.32 - $223.3 $1.04M - $1.39M
228K $50.1M
MRVL
Marvell Technology, Inc.

Technology
57.9K
+ 50.87%
$49.38 - $79.97 $2.86M - $4.63M
172K $13.3M
GOOG
Alphabet Inc.

Communication Services
3.47K
+ 1.3%
$146.58 - $180.01 $509K - $625K
270K $47.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.2K
+ 7.77%
$416.06 - $551.64 $1.33M - $1.76M
44.3K $24.5M
WFC
Wells Fargo & Company

Financial Services
53.4K
+ 104.9%
$60.98 - $80.12 $3.26M - $4.28M
104K $8.36M
ELV
Elevance Health, Inc.

Healthcare
14.7K
+ 45.04%
$372.27 - $452.69 $5.47M - $6.65M
47.3K $18.4M
GS
Goldman Sachs Group Inc

Financial Services
254
+ 1.2%
$462.22 - $707.75 $117K - $180K
21.4K $15.2M
NOW
Service Now, Inc.

Technology
326
+ 2.67%
$721.65 - $1040.18 $235K - $339K
12.5K $12.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.17K
+ 1.62%
$272.36 - $339.57 $318K - $397K
73.4K $24.9M
CAT
Caterpillar Inc

Industrials
200
+ 0.43%
$273.94 - $388.21 $54.8K - $77.6K
46.2K $17.9M
KKR
Kkr & Co. Inc.

Financial Services
1.6K
+ 1.11%
$92.79 - $134.29 $149K - $215K
145K $19.3M
DIS
Walt Disney CO

Communication Services
416
+ 0.4%
$81.72 - $124.01 $34K - $51.6K
106K $13.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
13.1K
+ 6.61%
$114.78 - $133.31 $1.51M - $1.75M
212K $28.2M
GOOGL
Alphabet Inc.

Communication Services
229
+ 0.21%
$144.7 - $178.6 $33.1K - $40.9K
109K $19.3M
BX
Blackstone Inc.

Financial Services
9.11K
+ 14.54%
$120.07 - $151.11 $1.09M - $1.38M
71.7K $10.7M
VUG
Vanguard Growth ETF

ETFs
3.52K
+ 56.07%
$329.49 - $438.4 $1.16M - $1.54M
9.8K $4.3M
ISRG
Intuitive Surgical Inc

Healthcare
539
+ 2.28%
$451.58 - $565.94 $243K - $305K
24.2K $13.1M
AUB
Atlantic Union Bankshares Corp

Financial Services
43.3K
+ 221.27%
$23.85 - $32.24 $1.03M - $1.4M
62.9K $1.97M
ADI
Analog Devices Inc

Technology
114
+ 0.31%
$164.6 - $238.02 $18.8K - $27.1K
36.6K $8.72M
HBAN
Huntington Bancshares Inc

Financial Services
65.1K
+ 59.22%
$12.49 - $16.76 $814K - $1.09M
175K $2.94M
IWV
Ishares Russell 3000 ETF

ETFs
3.56K
New
$281.67 - $351.0 $1M - $1.25M
3.56K $1.25M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.58K
+ 23.75%
$152.93 - $181.74 $854K - $1.01M
29.1K $5.29M
TRMB
Trimble Inc.

Technology
268
+ 0.25%
$55.12 - $75.98 $14.8K - $20.4K
108K $8.23M
NFLX
Netflix Inc

Communication Services
146
+ 6.32%
$855.86 - $1339.13 $125K - $196K
2.46K $3.29M
SPYG
Spdr Portfolio

ETFs
11.1K
New
$71.83 - $95.32 $794K - $1.05M
11.1K $1.05M
WPC
W. P. Carey Inc.

Real Estate
16.2K
New
$56.12 - $64.53 $909K - $1.05M
16.2K $1.01M
VTV
Vanguard Value ETF

ETFs
5.11K
+ 72.45%
$153.67 - $176.74 $785K - $903K
12.2K $2.15M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.49K
+ 133.87%
$171.4 - $227.1 $598K - $792K
6.09K $1.38M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
765
+ 6.79%
$141.37 - $228.57 $108K - $175K
12K $2.72M
NXPI
Nxp Semiconductors N.V.

Technology
384
+ 1.45%
$153.5 - $218.72 $58.9K - $84K
26.8K $5.86M
UBER
Uber Technologies, Inc

Technology
5.63K
+ 40.04%
$64.62 - $93.3 $364K - $525K
19.7K $1.84M
VGT
Vanguard Information Technolog

ETFs
785
+ 45.69%
$470.37 - $663.28 $369K - $521K
2.5K $1.66M
IBM
International Business Machines Corp

Technology
937
+ 10.07%
$221.03 - $294.78 $207K - $276K
10.2K $3.02M
HLI
Houlihan Lokey, Inc.

Financial Services
212
+ 0.61%
$141.59 - $182.75 $30K - $38.7K
35.1K $6.31M
COF
Capital One Financial Corp

Financial Services
538
+ 3.26%
$150.57 - $212.76 $81K - $114K
17K $3.63M
AMP
Ameriprise Financial Inc

Financial Services
475
+ 6.76%
$422.19 - $533.73 $201K - $254K
7.5K $4M
VIG
Vanguard Dividend Appreciation

ETFs
3.28K
+ 30.13%
N/A
14.2K $2.58M
DFAI
Dimensional ETF Tr

ETFs
16.1K
+ 158.93%
$28.02 - $34.71 $452K - $560K
26.3K $908K
AXP
American Express CO

Financial Services
504
+ 6.04%
$231.39 - $318.98 $117K - $161K
8.85K $2.82M
BKNG
Booking Holdings Inc.

Consumer Cyclical
27
+ 7.92%
$4164.15 - $5789.24 $112K - $156K
368 $2.13M
GLD
Spdr Gold Trust

ETFs
275
+ 0.98%
$273.71 - $316.29 $75.3K - $87K
28.5K $8.68M
IWR
Ishares Russell Mid Cap ETF

ETFs
729
+ 1.22%
$74.88 - $91.97 $54.6K - $67K
60.5K $5.56M
MELI
Mercadolibre Inc

Consumer Cyclical
182
New
$1794.73 - $2613.63 $327K - $476K
182 $475K
Activity Summary
Buys All Purchases 181 New Holdings 25 Increased Positions 156 Sells All Sells 209 Reductions 209 Sold out 0 Options Calls 1 Puts 0
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