Fine Mark National Bank & Trust Incresed Positions in Q1 2025

Fine Mark National Bank & Trust

  • $2.68 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
17.8K
+ 528.45%
$524.81 - $672.19 $9.35M - $12M
21.2K $11.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
23
+ 0.05%
$442.66 - $534.52 $10.2K - $12.3K
47.2K $25.2M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.47K
+ 3.13%
$275.89 - $345.24 $404K - $506K
48.3K $16.7M
ELV
Elevance Health, Inc.

Healthcare
481
+ 1.5%
$365.9 - $436.25 $176K - $210K
32.6K $14.2M
ALL
Allstate Corp

Financial Services
9.25K
+ 184.43%
$180.99 - $210.18 $1.67M - $1.94M
14.3K $2.95M
NXPI
Nxp Semiconductors N.V.

Technology
10.9K
+ 70.62%
$189.99 - $245.86 $2.08M - $2.69M
26.4K $5.03M
HES
Hess Corp

Energy
1.12K
+ 2.16%
$135.42 - $160.52 $152K - $180K
53.1K $8.49M
LLY
Eli Lilly & CO

Healthcare
697
+ 3.88%
$725.72 - $929.72 $506K - $648K
18.7K $15.4M
DUK
Duke Energy Corp

Utilities
85
+ 0.08%
$105.87 - $121.97 $9K - $10.4K
103K $12.5M
IAU
Ishares Gold Trust

ETFs
6.3K
+ 5.69%
$49.74 - $58.96 $313K - $371K
117K $6.9M
BR
Broadridge Financial Solutions, Inc.

Technology
1.49K
+ 2.66%
$221.46 - $244.83 $330K - $365K
57.5K $13.9M
BP
Bp PLC

Energy
356
+ 0.14%
$29.93 - $35.31 $10.7K - $12.6K
259K $8.76M
ELY
Callaway Golf CO

Consumer Cyclical
55.1K
+ 10.12%
N/A
600K $11.3M
EXC
Exelon Corp

Utilities
3.6K
+ 3.64%
$37.3 - $46.08 $134K - $166K
103K $4.72M
MDT
Medtronic PLC

Healthcare
2.57K
+ 3.41%
$79.84 - $94.5 $205K - $242K
77.9K $7M
ABT
Abbott Laboratories

Healthcare
17
+ 0.03%
$111.1 - $140.22 $1.89K - $2.38K
48.8K $6.48M
AMT
American Tower Corp

Real Estate
715
+ 3.26%
$173.46 - $217.6 $124K - $156K
22.6K $4.93M
NOC
Northrop Grumman Corp

Industrials
260
+ 1.52%
$433.45 - $513.82 $113K - $134K
17.4K $8.89M
VZ
Verizon Communications Inc

Communication Services
11.8K
+ 21.14%
$37.81 - $46.49 $447K - $550K
67.8K $3.07M
IWP
Ishares Russell Mid Cap Growth

ETFs
9.33K
+ 29.98%
$114.9 - $139.6 $1.07M - $1.3M
40.4K $4.75M
EOG
Eog Resources Inc

Energy
1.66K
+ 1.72%
$120.54 - $138.05 $200K - $229K
98.3K $12.6M
CSCO
Cisco Systems, Inc.

Technology
1.07K
+ 0.45%
$58.74 - $64.87 $62.9K - $69.4K
241K $14.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.83K
+ 104.28%
$247.97 - $296.33 $701K - $838K
5.54K $1.39M
STAG
Stag Industrial, Inc.

Real Estate
6.65K
+ 4.39%
$32.39 - $37.07 $215K - $246K
158K $5.71M
HYG
Ishares Tr

ETFs
6.99K
+ 16.17%
$78.51 - $80.11 $548K - $560K
50.2K $3.96M
ISRG
Intuitive Surgical Inc

Healthcare
2.28K
+ 10.65%
$476.63 - $610.45 $1.09M - $1.39M
23.7K $11.7M
DFAS
Dimensional ETF Tr U S Small C

ETFs
9.55K
+ 172.89%
$58.81 - $68.2 $562K - $651K
15.1K $900K
VUG
Vanguard Growth ETF

ETFs
1.91K
+ 43.8%
$369.1 - $427.61 $706K - $818K
6.28K $2.33M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
8.07K
+ 210.96%
$58.32 - $65.09 $470K - $525K
11.9K $715K
MLPX
Global X Mlp & Energy Infrastr

ETFs
6.52K
+ 134.67%
$59.6 - $67.2 $388K - $438K
11.4K $724K
MDLZ
Mondelez International, Inc.

Consumer Defensive
308
+ 0.63%
$56.12 - $68.15 $17.3K - $21K
49.3K $3.35M
META
Meta Platforms, Inc.

Communication Services
1.95K
+ 3.61%
$576.36 - $736.67 $1.12M - $1.43M
55.9K $32.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
940
+ 0.48%
$126.11 - $135.06 $119K - $127K
199K $25.6M
TJX
Tjx Companies Inc

Consumer Cyclical
1.52K
+ 0.74%
$112.81 - $126.16 $171K - $191K
205K $25M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
6.1K
+ 180.65%
$62.72 - $71.92 $382K - $438K
9.47K $596K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.25K
+ 3.27%
$76.94 - $78.28 $250K - $254K
103K $8.03M
XLF
Financial Sector Spdr

ETFs
6.17K
+ 43.76%
$47.32 - $52.19 $292K - $322K
20.3K $1.01M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.95K
+ 154.04%
$79.17 - $82.04 $312K - $324K
6.51K $531K
COST
Costco Wholesale Corp

Consumer Defensive
139
+ 2.2%
$890.62 - $1076.86 $124K - $150K
6.45K $6.1M
GE
General Electric CO

Industrials
261
+ 3.34%
$168.59 - $212.13 $44K - $55.4K
8.07K $1.61M
IBM
International Business Machines Corp

Technology
40
+ 0.43%
$217.4 - $264.74 $8.7K - $10.6K
9.31K $2.31M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.2K
+ 11.29%
$105.1 - $109.61 $231K - $241K
21.7K $2.35M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.92K
+ 19.72%
$51.52 - $52.37 $253K - $258K
29.8K $1.56M
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
CRWD
Crowd Strike Holdings, Inc.

Technology
526
+ 23.09%
$308.86 - $455.36 $162K - $240K
2.8K $988K
USO
United States Oil Fund, LP

ETFs
2.55K
+ 62.13%
$70.89 - $84.34 $180K - $215K
6.64K $513K
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
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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