Fine Mark National Bank & Trust Reduced Holdings in Q1 2025

Fine Mark National Bank & Trust

  • $2.68 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DD
Du Pont De Nemours, Inc.

Basic Materials
-85
- 0.62%
$72.7 - $84.32 $6.18K - $7.17K
13.6K $1.02M
C
Citigroup Inc

Financial Services
-622
- 2.24%
$67.23 - $84.63 $41.8K - $52.6K
27.2K $1.93M
PLTR
Palantir Technologies Inc.

Technology
-1.27K
- 13.8%
$64.98 - $124.62 $82.6K - $158K
7.94K $670K
MCO
Moodys Corp

Financial Services
-33
- 2.49%
$437.8 - $527.48 $14.4K - $17.4K
1.29K $602K
IWD
Ishares Russell 1000 Val ETF

ETFs
-157
- 6.47%
$182.82 - $196.21 $28.7K - $30.8K
2.27K $426K
CTSH
Cognizant Technology Solutions Corp

Technology
-261
- 6.78%
$75.32 - $90.7 $19.7K - $23.7K
3.59K $274K
KMX
Carmax Inc

Consumer Cyclical
-107
- 3.46%
$69.25 - $89.19 $7.41K - $9.54K
2.98K $232K
APH
Amphenol Corp

Technology
-20
- 0.63%
$61.62 - $78.55 $1.23K - $1.57K
3.18K $208K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-642
- 2.64%
$95.85 - $99.25 $61.5K - $63.7K
23.7K $2.35M
EA
Electronic Arts Inc.

Communication Services
-45
- 1.57%
$116.53 - $146.29 $5.24K - $6.58K
2.83K $408K
VLO
Valero Energy Corp

Energy
-1.45K
- 7.52%
$121.76 - $142.99 $176K - $207K
17.8K $2.35M
TXN
Texas Instruments Inc

Technology
-40
- 0.61%
N/A
6.57K $1.28M
MFC
Manulife Financial Corp

Financial Services
-502
- 2.28%
$28.41 - $31.82 $14.3K - $16K
21.6K $671K
TIP
Ishares Tr Tips Bd ETF

ETFs
-393
- 4.7%
$106.22 - $111.09 $41.7K - $43.7K
7.96K $884K
QCOM
Qualcomm Inc

Technology
-22
- 0.02%
$151.94 - $175.86 $3.34K - $3.87K
93.4K $14.3M
ADSK
Autodesk, Inc.

Technology
-9
- 0.27%
N/A
3.37K $827K
VEU
Vanguard Ftse All World Ex Us

ETFs
-455
- 6.02%
$56.51 - $62.98 $25.7K - $28.7K
7.1K $430K
GPC
Genuine Parts CO

Consumer Cyclical
-53
- 2.35%
$115.91 - $129.02 $6.14K - $6.84K
2.21K $262K
Dimensional ETF Trust
-2.04K
- 4.66%
N/A
41.8K $0
Arista Networks Inc
-1.22K
- 10.09%
N/A
10.9K $0
SPGI
S&P Global Inc.

Financial Services
-32
- 2.07%
$478.26 - $543.77 $15.3K - $17.4K
1.52K $770K
Cyber Enviro Tech Inc
-256K
- 50.52%
N/A
250K $0
Blackrock Inc
-94
- 0.42%
N/A
22.1K $0
HSY
Hershey CO

Consumer Defensive
-3
- 0.15%
$144.74 - $186.36 $434 - $559
1.98K $338K
TSCO
Tractor Supply CO

Consumer Cyclical
-1.56K
- 3.5%
$51.66 - $57.94 $80.6K - $90.4K
43K $2.37M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-350
- 1.35%
$27.01 - $28.54 $9.45K - $9.99K
25.7K $717K
D
Dominion Energy, Inc

Utilities
-394
- 2.73%
$52.85 - $57.43 $20.8K - $22.6K
14K $785K
TRV
Travelers Companies, Inc.

Financial Services
-375
- 6.87%
$232.43 - $265.13 $87.2K - $99.4K
5.09K $1.34M
YUM
Yum Brands Inc

Consumer Cyclical
-38
- 2.37%
$123.25 - $162.53 $4.68K - $6.18K
1.56K $246K
SYK
Stryker Corp

Healthcare
-47
- 1.13%
$355.18 - $399.9 $16.7K - $18.8K
4.12K $1.53M
CB
Chubb LTD

Financial Services
-60
- 2.87%
$257.71 - $301.99 $15.5K - $18.1K
2.03K $613K
AON
Aon PLC

Financial Services
-25
- 2.09%
$348.44 - $409.32 $8.71K - $10.2K
1.17K $467K
WRB
Berkley W R Corp

Financial Services
-2
- 0.06%
$56.7 - $71.27 $113 - $143
3.59K $255K
FAST
Fastenal CO

Industrials
-129
- 1.22%
$71.11 - $79.98 $9.17K - $10.3K
10.4K $808K
SCHW
Schwab Charles Corp

Financial Services
-169
- 0.97%
$71.24 - $83.64 $12K - $14.1K
17.3K $1.35M
UBER
Uber Technologies, Inc

Technology
-1.76K
- 11.1%
$63.17 - $81.49 $111K - $143K
14.1K $1.02M
WFC
Wells Fargo & Company

Financial Services
-92
- 0.18%
$66.78 - $81.42 $6.14K - $7.49K
50.9K $3.66M
BMY
Bristol Myers Squibb CO

Healthcare
-837
- 2.39%
$53.9 - $63.11 $45.1K - $52.8K
34.2K $2.09M
CME
Cme Group Inc.

Financial Services
-213
- 4.13%
$225.82 - $266.54 $48.1K - $56.8K
4.94K $1.31M
ED
Consolidated Edison Inc

Utilities
-8
- 0.15%
$88.0 - $110.59 $704 - $885
5.41K $598K
T
At&T Inc.

Communication Services
-1.82K
- 5.68%
$21.56 - $28.28 $39.3K - $51.5K
30.2K $855K
CI
Cigna Corp

Healthcare
-78
- 2.59%
$274.49 - $329.0 $21.4K - $25.7K
2.94K $965K
ABBV
Abb Vie Inc.

Healthcare
-13.6K
- 14.42%
$169.2 - $216.66 $2.31M - $2.96M
80.9K $17M
NVS
Novartis Ag

Healthcare
-211
- 1.52%
$97.14 - $115.57 $20.5K - $24.4K
13.7K $1.52M
CVS
Cvs Health Corp

Healthcare
-454
- 4.6%
$44.22 - $68.64 $20.1K - $31.2K
9.42K $638K
AEP
American Electric Power CO Inc

Utilities
-60
- 0.51%
$90.32 - $109.27 $5.42K - $6.56K
11.8K $1.29M
SLV
I Shares Silver Trust

ETFs
-394
- 0.84%
$26.93 - $31.32 $10.6K - $12.3K
46.6K $1.44M
TMUS
T Mobile Us, Inc.

Communication Services
-20
- 0.35%
$211.3 - $272.83 $4.23K - $5.46K
5.64K $1.5M
EEM
Ishares Msci Emerging Markets

ETFs
-10.8K
- 2.8%
$40.81 - $45.34 $443K - $492K
377K $16.5M
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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