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
VEA
Vanguard Ftse Developed Market

ETFs
1.62K
+ 4.41%
$47.4 - $52.99 $76.8K - $85.8K
38.3K $1.95M
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
VTV
Vanguard Value ETF

ETFs
528
+ 8.1%
$167.73 - $179.21 $88.6K - $94.6K
7.05K $1.22M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.98K
+ 16.84%
$42.5 - $46.71 $84.2K - $92.5K
13.7K $621K
AZO
Autozone Inc

Consumer Cyclical
14
+ 16.87%
$3193.96 - $3828.11 $44.7K - $53.6K
97 $369K
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
INTU
Intuit Inc

Technology
160
+ 10.6%
$555.63 - $630.23 $88.9K - $101K
1.67K $1.02M
VIG
Vanguard Dividend Appreciation

ETFs
420
+ 4.01%
N/A
10.9K $1.98M
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
WM
Waste Management Inc

Industrials
66
+ 4.17%
$200.54 - $233.78 $13.2K - $15.4K
1.65K $381K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.34K
+ 4.12%
$54.25 - $57.64 $72.7K - $77.3K
33.9K $1.87M
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
IJJ
Ishares S&P Midcap 400 Value E

ETFs
469
+ 28.99%
$117.4 - $131.02 $55.1K - $61.4K
2.09K $249K
XLU
Utilities Sector Spdr

ETFs
250
+ 3.1%
$74.7 - $80.27 $18.7K - $20.1K
8.33K $656K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
394
+ 11.94%
$77.7 - $78.94 $30.6K - $31.1K
3.7K $291K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.62K
+ 12.76%
$80.08 - $92.93 $210K - $244K
23.2K $1.87M
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
F
Ford Motor CO

Consumer Cyclical
447
+ 1.72%
$9.12 - $10.43 $4.08K - $4.66K
26.4K $264K
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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