Fine Mark National Bank & Trust has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.84 Billion distributed in 509 stocks.
Among their holdings, we can observe that their the top five positions include companies like: United Parcel Service Inc with a value of $235M, Spdr S&P 500 ETF Trust with a value of $164M, Apple Inc. with a value of $136M, Ishares Core S&P 500 ETF with a value of $128M, and Microsoft Corp with a value of $86.2M.
Examining the 13F form we can see an increase of $141M in the current position value, from $2.7B to 2.84B.
Fine Mark National Bank & Trust is based out at Fort Myers, FL
Below you can find more details about Fine Mark National Bank & Trust portfolio as well as his latest detailed transactions.
Portfolio value
$2.84 Billion
ETFs: $776 Million
Technology: $516 Million
Industrials: $444 Million
Financial Services: $288 Million
Healthcare: $230 Million
Consumer Cyclical: $184 Million
Consumer Defensive: $121 Million
Communication Services: $114 Million
Other: $170 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
