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
RIO
Rio Tinto PLC

Basic Materials
691
+ 2.66%
$58.19 - $64.29 $40.2K - $44.4K
26.7K $1.6M
AWK
American Water Works Company, Inc.

Utilities
150
+ 6.73%
$121.01 - $149.31 $18.2K - $22.4K
2.38K $350K
CTVA
Corteva, Inc.

Basic Materials
228
+ 2.61%
$55.94 - $66.15 $12.8K - $15.1K
8.96K $563K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.34K
+ 4.12%
$54.25 - $57.64 $72.7K - $77.3K
33.9K $1.87M
WM
Waste Management Inc

Industrials
66
+ 4.17%
$200.54 - $233.78 $13.2K - $15.4K
1.65K $381K
EPD
Enterprise Products Partners L.P.

Energy
360
+ 2.07%
$31.75 - $34.14 $11.4K - $12.3K
17.8K $606K
RY
Royal Bank Of Canada

Financial Services
666
+ 27.03%
$108.81 - $123.4 $72.5K - $82.2K
3.13K $352K
IYF
Ishares Tr

ETFs
386
+ 7.82%
$107.69 - $119.37 $41.6K - $46.1K
5.32K $600K
DFIV
Dimensional ETF Tr

ETFs
327
+ 3.13%
$35.33 - $40.77 $11.6K - $13.3K
10.8K $424K
DFAI
Dimensional ETF Tr

ETFs
1.11K
+ 12.23%
$28.88 - $32.4 $31.9K - $35.8K
10.2K $317K
KHC
Kraft Heinz CO

Consumer Defensive
1.67K
+ 12.25%
$28.51 - $32.22 $47.6K - $53.8K
15.3K $465K
XLU
Utilities Sector Spdr

ETFs
250
+ 3.1%
$74.7 - $80.27 $18.7K - $20.1K
8.33K $656K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.62K
+ 12.76%
$80.08 - $92.93 $210K - $244K
23.2K $1.87M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
394
+ 11.94%
$77.7 - $78.94 $30.6K - $31.1K
3.7K $291K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
125
+ 2.87%
$87.68 - $94.52 $11K - $11.8K
4.48K $419K
CNI
Canadian National Railway CO

Industrials
1.3K
+ 5.56%
$95.46 - $106.79 $124K - $139K
24.6K $2.4M
OKE
Oneok Inc

Energy
381
+ 8.23%
$89.57 - $109.85 $34.1K - $41.9K
5.01K $497K
CRM
Salesforce, Inc.

Technology
485
+ 30.2%
$268.36 - $359.95 $130K - $175K
2.09K $561K
MU
Micron Technology Inc

Technology
126
+ 3.46%
$86.89 - $109.38 $10.9K - $13.8K
3.77K $327K
IJK
Ishares S&P Midcap 400 Growth

ETFs
800
+ 13.06%
$81.62 - $96.63 $65.3K - $77.3K
6.93K $576K
NVO
Novo Nordisk A S

Healthcare
892
+ 34.27%
$69.3 - $90.95 $61.8K - $81.1K
3.5K $242K
ADP
Automatic Data Processing Inc

Industrials
2
+ 0.2%
$286.85 - $318.64 $574 - $637
988 $301K
ORGN
Origin Materials, Inc.

Basic Materials
16K
New
$0.66 - $1.25 $10.6K - $20K
16K $10K
F
Ford Motor CO

Consumer Cyclical
447
+ 1.72%
$9.12 - $10.43 $4.08K - $4.66K
26.4K $264K
ET
Energy Transfer LP

Energy
2.28K
+ 6.07%
$17.26 - $21.08 $39.4K - $48.1K
39.9K $742K
VOT
Vanguard Mid Cap Growth Index

ETFs
37
+ 4.34%
$237.72 - $276.98 $8.8K - $10.2K
889 $217K
Celestica Inc
2.76K
New
N/A
2.76K $0
Linde PLC
114
+ 0.63%
N/A
18.1K $0
Ge Vernova Inc
2.74K
+ 5.39%
N/A
53.5K $0
Te Connectivity PLC
44.4K
New
N/A
44.4K $0
Eightco Holdings Inc
3.22K
+ 17.58%
N/A
21.5K $0
Ishares Bitcoin Trust ETF
10.1K
+ 99.52%
N/A
20.2K $0
Fidelity Wise Origin Bitcoin
5.85K
New
N/A
5.85K $0
Invesco Exch Traded Fd Tr Ii
3.93K
+ 90.01%
N/A
8.29K $0
GIS
General Mills Inc

Consumer Defensive
200
+ 5.26%
$57.56 - $65.3 $11.5K - $13.1K
4K $239K
FITB
Fifth Third Bancorp

Financial Services
50
+ 0.92%
$37.48 - $44.96 $1.87K - $2.25K
5.46K $213K
SHOP
Shopify Inc.

Technology
45
+ 1.45%
$90.59 - $129.31 $4.08K - $5.82K
3.14K $299K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.13K
+ 2.31%
$21.23 - $23.75 $23.9K - $26.7K
49.8K $1.07M
MAR
Marriott International Inc

Consumer Cyclical
4
+ 0.35%
$237.01 - $304.45 $948 - $1.22K
1.14K $272K
CCL
Carnival Corp

Consumer Cyclical
300
+ 2.77%
$19.08 - $28.49 $5.72K - $8.55K
11.1K $217K
DOW
Dow Inc.

Basic Materials
384
+ 2.74%
$34.36 - $41.92 $13.2K - $16.1K
14.4K $503K
ASML
Asml Holding Nv

Technology
277
+ 3.19%
$662.63 - $776.99 $184K - $215K
8.97K $5.94M
DFSV
Dimensional ETF Tr Dimensional

ETFs
325
+ 0.63%
$27.56 - $32.1 $8.96K - $10.4K
51.7K $1.46M
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.01%
$217.89 - $252.64 $218 - $253
6.87K $1.52M
AMD
Advanced Micro Devices Inc

Technology
363
+ 3.68%
$96.63 - $129.55 $35.1K - $47K
10.2K $1.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.11K
+ 8.19%
$468.34 - $539.52 $1.46M - $1.68M
41.1K $19.3M
NEO
Neogenomics Inc

Healthcare
2.55K
+ 8.53%
$9.09 - $18.61 $23.2K - $47.5K
32.5K $308K
PANW
Palo Alto Networks Inc

Technology
2.94K
+ 4.64%
$167.82 - $208.28 $493K - $612K
66.2K $11.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
456
+ 2.01%
$497.6 - $606.74 $227K - $277K
23.1K $11.5M
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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