Fine Mark National Bank & Trust Purchases in Q1 2025

Fine Mark National Bank & Trust

  • $2.68 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DBA
Invesco Db Agriculture Fund

ETFs
10.3K
New
$26.05 - $28.38 $269K - $293K
10.3K $271K
IBB
Ishares Biotechnology ETF

ETFs
2.09K
+ 86.54%
$127.9 - $140.56 $267K - $294K
4.51K $576K
FTNT
Fortinet, Inc.

Technology
2.55K
+ 48.54%
$92.49 - $114.57 $236K - $292K
7.81K $752K
TRGP
Targa Resources Corp.

Energy
1.26K
New
$178.44 - $217.22 $225K - $274K
1.26K $252K
CRS
Carpenter Technology Corp

Industrials
1.34K
New
$172.39 - $212.53 $231K - $285K
1.34K $242K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.57K
New
$50.82 - $52.7 $232K - $241K
4.57K $239K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.02K
New
$114.57 - $118.14 $231K - $239K
2.02K $238K
PLD
Prologis, Inc.

Real Estate
2.12K
New
$103.59 - $124.04 $219K - $262K
2.12K $236K
ECL
Ecolab Inc.

Basic Materials
910
New
$229.72 - $269.82 $209K - $246K
910 $230K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
10.2K
New
$21.48 - $22.98 $218K - $233K
10.2K $228K
WELL
Welltower Inc.

Real Estate
1.44K
New
$124.05 - $156.86 $178K - $226K
1.44K $220K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
4.93K
New
$36.74 - $50.04 $181K - $246K
4.93K $218K
CSGP
Costar Group, Inc.

Real Estate
2.75K
New
$69.29 - $80.37 $191K - $221K
2.75K $217K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
2.25K
New
$93.57 - $120.35 $211K - $271K
2.25K $215K
XLC
Select Sector Spdr Tr Communic

ETFs
2.22K
New
$94.84 - $105.31 $211K - $234K
2.22K $214K
CRWD
Crowd Strike Holdings, Inc.

Technology
526
+ 23.09%
$308.86 - $455.36 $162K - $240K
2.8K $988K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
428
New
$402.49 - $513.76 $172K - $220K
428 $207K
USO
United States Oil Fund, LP

ETFs
2.55K
+ 62.13%
$70.89 - $84.34 $180K - $215K
6.64K $513K
DVN
Devon Energy Corp

Energy
5.44K
New
$33.15 - $38.55 $180K - $210K
5.44K $203K
PH
Parker Hannifin Corp

Industrials
335
New
$591.65 - $707.05 $198K - $237K
335 $203K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.89K
+ 97.93%
$49.78 - $53.19 $193K - $207K
7.85K $401K
ITA
Ishares Tr

ETFs
1.04K
+ 22.48%
$144.84 - $159.5 $150K - $166K
5.66K $866K
VEA
Vanguard Ftse Developed Market

ETFs
1.62K
+ 4.41%
$47.4 - $52.99 $76.8K - $85.8K
38.3K $1.95M
XLP
Consumer Staples Sector Spdr

ETFs
2.52K
New
N/A
2.52K $191K
FANG
Diamondback Energy, Inc.

Energy
2.04K
+ 5.5%
$139.9 - $180.18 $285K - $367K
39.1K $6.25M
VEEV
Veeva Systems Inc

Healthcare
600
+ 37.41%
$210.58 - $246.8 $126K - $148K
2.2K $510K
DVY
Ishares Tr

ETFs
787
+ 4.1%
$128.58 - $138.1 $101K - $109K
20K $2.68M
KMI
Kinder Morgan, Inc.

Energy
3.01K
+ 5.51%
$26.1 - $31.22 $78.7K - $94.1K
57.7K $1.65M
MKL
Markel Corp

Financial Services
60
+ 26.43%
$1660.14 - $2059.83 $99.6K - $124K
287 $536K
PAYX
Paychex Inc

Industrials
330
+ 5.1%
$136.06 - $154.52 $44.9K - $51K
6.8K $1.05M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
3.22K
+ 9.52%
$92.51 - $102.81 $298K - $331K
37K $3.43M
WEC
Wec Energy Group, Inc.

Utilities
38
+ 0.47%
$92.12 - $108.98 $3.5K - $4.14K
8.12K $884K
VRT
Vertiv Holdings CO

Industrials
1.39K
+ 52.65%
N/A
4.03K $349K
NFLX
Netflix Inc

Communication Services
22
+ 0.96%
$828.4 - $1058.6 $18.2K - $23.3K
2.31K $2.16M
VTV
Vanguard Value ETF

ETFs
528
+ 8.1%
$167.73 - $179.21 $88.6K - $94.6K
7.05K $1.22M
AZO
Autozone Inc

Consumer Cyclical
14
+ 16.87%
$3193.96 - $3828.11 $44.7K - $53.6K
97 $369K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.98K
+ 16.84%
$42.5 - $46.71 $84.2K - $92.5K
13.7K $621K
VO
Vanguard Mid Cap ETF

ETFs
486
+ 11.52%
$251.87 - $277.95 $122K - $135K
4.71K $1.22M
OTIS
Otis Worldwide Corp

Industrials
100
+ 1.16%
$90.77 - $104.01 $9.08K - $10.4K
8.75K $903K
PFF
Ishares Trust Ishares Pfd And

ETFs
3.54K
+ 27.57%
$30.73 - $32.26 $109K - $114K
16.4K $502K
GILD
Gilead Sciences, Inc.

Healthcare
161
+ 4.01%
$89.14 - $117.41 $14.4K - $18.9K
4.18K $468K
ENB
Enbridge Inc

Energy
1.84K
+ 26.81%
$41.54 - $45.45 $76.4K - $83.6K
8.7K $385K
CL
Colgate Palmolive CO

Consumer Defensive
416
+ 2.26%
$85.68 - $97.5 $35.6K - $40.6K
18.8K $1.76M
SO
Southern CO

Utilities
500
+ 10.63%
$80.96 - $92.96 $40.5K - $46.5K
5.2K $478K
DGRO
Ishares Core Dividend Growth E

ETFs
1.32K
+ 18.58%
$60.46 - $64.42 $79.8K - $85K
8.42K $520K
SLB
Schlumberger Limited

Energy
724
+ 5.13%
$38.4 - $43.74 $27.8K - $31.7K
14.8K $619K
NSC
Norfolk Southern Corp

Industrials
297
+ 8.39%
$227.69 - $259.76 $67.6K - $77.1K
3.84K $909K
VIG
Vanguard Dividend Appreciation

ETFs
420
+ 4.01%
N/A
10.9K $1.98M
INTU
Intuit Inc

Technology
160
+ 10.6%
$555.63 - $630.23 $88.9K - $101K
1.67K $1.02M
Activity Summary
Buys All Purchases 181 New Holdings 28 Increased Positions 153 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 0 Puts 0
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