Fine Mark National Bank & Trust Incresed Positions in Q4 2024

Fine Mark National Bank & Trust

  • $2.81 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
2.56K
+ 1.18%
$180.88 - $232.93 $463K - $596K
219K $48.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.6K
+ 17.27%
$481.22 - $538.17 $2.69M - $3.01M
38K $19.4M
GTLS
Chart Industries Inc

Industrials
1.69K
+ 3.44%
$119.65 - $202.35 $202K - $341K
50.8K $9.69M
IVV
Ishares Core S&P 500 ETF

ETFs
1.26K
+ 0.57%
$570.51 - $610.59 $719K - $770K
224K $132M
GOOGL
Alphabet Inc.

Communication Services
23
+ 0.02%
$161.86 - $196.66 $3.72K - $4.52K
111K $20.9M
KKR
Kkr & Co. Inc.

Financial Services
1.72K
+ 1.28%
$129.87 - $162.87 $224K - $280K
136K $20.1M
NOW
Service Now, Inc.

Technology
430
+ 3.87%
$867.18 - $1148.42 $373K - $494K
11.5K $12.2M
PWR
Quanta Services, Inc.

Industrials
1.4K
+ 1.77%
$296.05 - $346.6 $414K - $485K
80.2K $25.3M
TSLA
Tesla, Inc.

Consumer Cyclical
372
+ 3.22%
$213.65 - $479.86 $79.5K - $179K
11.9K $4.82M
DIS
Walt Disney CO

Communication Services
370
+ 0.35%
$92.39 - $117.6 $34.2K - $43.5K
105K $11.7M
META
Meta Platforms, Inc.

Communication Services
929
+ 1.75%
$554.08 - $632.68 $515K - $588K
53.9K $31.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
26.9K
+ 472.79%
$55.45 - $61.08 $1.49M - $1.64M
32.5K $1.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
9.15K
+ 12.12%
$94.43 - $105.47 $864K - $965K
84.6K $8.59M
DLR
Digital Realty Trust, Inc.

Real Estate
2.02K
+ 3.48%
$156.46 - $195.69 $315K - $395K
60K $10.6M
STAG
Stag Industrial, Inc.

Real Estate
46.6K
+ 44.42%
$33.22 - $39.1 $1.55M - $1.82M
151K $5.12M
IWP
Ishares Russell Mid Cap Growth

ETFs
6.08K
+ 24.27%
$116.4 - $138.52 $707K - $842K
31.1K $3.94M
BR
Broadridge Financial Solutions, Inc.

Technology
1.04K
+ 1.88%
$209.64 - $236.44 $217K - $245K
56K $12.7M
ISRG
Intuitive Surgical Inc

Healthcare
316
+ 1.5%
$471.27 - $550.62 $149K - $174K
21.4K $11.2M
QCOM
Qualcomm Inc

Technology
13.8K
+ 17.28%
$150.4 - $178.04 $2.07M - $2.45M
93.4K $14.3M
PANW
Palo Alto Networks Inc

Technology
31.8K
+ 101.22%
$181.96 - $405.9 $5.79M - $12.9M
63.3K $11.5M
BAC
Bank Of America Corp

Financial Services
6.31K
+ 6.67%
$39.22 - $47.77 $248K - $302K
101K $4.44M
HYG
Ishares Tr

ETFs
8.54K
+ 24.64%
$78.09 - $80.04 $667K - $684K
43.2K $3.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
354
+ 1.13%
$521.84 - $558.82 $185K - $198K
31.8K $17.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.55K
+ 39.88%
$106.56 - $113.11 $591K - $627K
19.5K $2.08M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.76K
+ 184.17%
$264.18 - $304.19 $464K - $534K
2.71K $759K
NFLX
Netflix Inc

Communication Services
61
+ 2.74%
$687.65 - $936.56 $41.9K - $57.1K
2.29K $2.04M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.59K
+ 0.92%
$61.68 - $67.87 $345K - $379K
613K $38.2M
GS
Goldman Sachs Group Inc

Financial Services
157
+ 4.88%
$486.1 - $608.57 $76.3K - $95.5K
3.37K $1.93M
AJG
Arthur J. Gallagher & Co.

Financial Services
788
+ 1.71%
$278.49 - $315.16 $219K - $248K
46.9K $13.3M
VUG
Vanguard Growth ETF

ETFs
543
+ 14.2%
$378.79 - $428.11 $206K - $232K
4.37K $1.79M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
10.2K
+ 4.36%
$69.58 - $74.87 $712K - $766K
245K $17.1M
KMI
Kinder Morgan, Inc.

Energy
511
+ 0.94%
$22.59 - $28.54 $11.5K - $14.6K
54.7K $1.5M
IAU
Ishares Gold Trust

ETFs
6.36K
+ 6.09%
$48.37 - $52.65 $308K - $335K
111K $5.49M
CRM
Salesforce, Inc.

Technology
719
+ 81.06%
$270.87 - $367.87 $195K - $264K
1.61K $536K
COST
Costco Wholesale Corp

Consumer Defensive
119
+ 1.92%
$873.59 - $994.69 $104K - $118K
6.31K $5.78M
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 1.79%
$4100.99 - $5300.34 $24.6K - $31.8K
341 $1.69M
CRWD
Crowd Strike Holdings, Inc.

Technology
497
+ 27.91%
$275.15 - $388.2 $137K - $193K
2.28K $779K
AXP
American Express CO

Financial Services
77
+ 0.88%
$267.35 - $305.57 $20.6K - $23.5K
8.81K $2.62M
C
Citigroup Inc

Financial Services
41
+ 0.15%
$61.31 - $72.5 $2.51K - $2.97K
27.8K $1.96M
ALL
Allstate Corp

Financial Services
1.07K
+ 26.99%
$181.25 - $208.2 $193K - $222K
5.02K $967K
DAL
Delta Air Lines, Inc.

Industrials
410
+ 2.36%
$47.46 - $65.77 $19.5K - $27K
17.8K $1.08M
GLW
Corning Inc

Technology
3.37K
+ 23.83%
$44.11 - $49.76 $149K - $168K
17.5K $831K
IWS
Ishares Russell Midcap Value E

ETFs
1.69K
+ 11.47%
$128.08 - $140.32 $216K - $236K
16.4K $2.12M
XLF
Financial Sector Spdr

ETFs
2.91K
+ 25.97%
$44.89 - $51.34 $130K - $149K
14.1K $680K
SCHW
Schwab Charles Corp

Financial Services
14
+ 0.08%
$63.31 - $82.85 $886 - $1.16K
17.5K $1.29M
QUAL
Ishares Msci Usa Quality Facto

ETFs
915
+ 29.25%
$176.42 - $186.91 $161K - $171K
4.04K $719K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.11K
+ 25.28%
$160.89 - $176.18 $179K - $196K
5.52K $892K
FISV
Fiserv Inc

Technology
1.17K
+ 1.4%
N/A
84.6K $10.6M
IWM
Ishares Russell 2000 ETF

ETFs
550
+ 0.23%
$216.13 - $242.4 $119K - $133K
238K $52.6M
Activity Summary
Buys All Purchases 165 New Holdings 42 Increased Positions 123 Sells All Sells 180 Reductions 180 Sold out 0 Options Calls 0 Puts 0
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