First National Bank Of Mount Dora, Trust Investment Services Reduced Holdings in Q4 2024

First National Bank Of Mount Dora, Trust Investment Services

  • $412 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.28K
- 9.25%
$567.81 - $607.81 $1.86M - $1.99M
32.1K $18.8M
LLY
Eli Lilly & CO

Healthcare
-148
- 1.47%
$727.2 - $932.06 $108K - $138K
9.93K $7.66M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.44K
- 50.97%
$521.84 - $558.82 $753K - $806K
1.39K $747K
UNH
Unitedhealth Group Inc

Healthcare
-88
- 1.03%
$485.52 - $625.25 $42.7K - $55K
8.42K $4.26M
PGR
Progressive Corp

Financial Services
-945
- 2.87%
$239.6 - $268.88 $226K - $254K
32K $7.66M
PEG
Public Service Enterprise Group Inc

Utilities
-2.68K
- 3.09%
$81.87 - $94.51 $219K - $253K
84.1K $7.11M
JNJ
Johnson & Johnson

Healthcare
-28
- 0.09%
$143.34 - $165.86 $4.01K - $4.64K
31K $4.49M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-368
- 15.99%
$501.29 - $612.85 $184K - $226K
1.93K $1.01M
CEG
Constellation Energy Corp

Utilities
-14
- 0.14%
$224.28 - $285.52 $3.14K - $4K
10.1K $2.27M
PG
Procter & Gamble CO

Consumer Defensive
-624
- 1.34%
$161.05 - $179.7 $100K - $112K
45.9K $7.69M
VZ
Verizon Communications Inc

Communication Services
-3.07K
- 6.9%
$39.6 - $45.21 $121K - $139K
41.4K $1.65M
SPGI
S&P Global Inc.

Financial Services
-155
- 1.18%
$480.36 - $529.17 $74.5K - $82K
13K $6.45M
COST
Costco Wholesale Corp

Consumer Defensive
-705
- 6.0%
$873.59 - $994.69 $616K - $701K
11K $10.1M
MSFT
Microsoft Corp

Technology
-59
- 0.19%
$406.35 - $454.46 $24K - $26.8K
31K $13.1M
AEP
American Electric Power CO Inc

Utilities
-760
- 4.21%
$90.91 - $102.21 $69.1K - $77.7K
17.3K $1.59M
PSX
Phillips 66

Energy
-249
- 2.26%
$110.35 - $138.93 $27.5K - $34.6K
10.8K $1.23M
PFE
Pfizer Inc

Healthcare
-3.23K
- 8.89%
$24.8 - $30.19 $80K - $97.4K
33.1K $877K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-1.5K
- 11.63%
$39.22 - $47.52 $58.8K - $71.3K
11.4K $450K
WM
Waste Management Inc

Industrials
-179
- 0.91%
$201.79 - $228.46 $36.1K - $40.9K
19.5K $3.94M
BDX
Becton Dickinson & CO

Healthcare
-305
- 7.88%
$220.02 - $243.75 $67.1K - $74.3K
3.57K $808K
BBY
Best Buy CO Inc

Consumer Cyclical
-139
- 2.74%
$85.2 - $101.35 $11.8K - $14.1K
4.93K $422K
KO
Coca Cola CO

Consumer Defensive
-33
- 0.35%
$61.74 - $71.71 $2.04K - $2.37K
9.48K $589K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-157
- 1.74%
$107.06 - $123.74 $16.8K - $19.4K
8.88K $971K
PEP
Pepsico Inc

Consumer Defensive
-188
- 5.56%
$151.29 - $176.1 $28.4K - $33.1K
3.19K $485K
ADP
Automatic Data Processing Inc

Industrials
-411
- 12.47%
$280.08 - $307.97 $115K - $127K
2.89K $844K
CVX
Chevron Corp

Energy
-221
- 3.29%
$141.15 - $162.53 $31.2K - $35.9K
6.49K $939K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-80
- 4.02%
$563.99 - $620.12 $45.1K - $49.6K
1.91K $1.09M
EQIX
Equinix Inc

Real Estate
-154
- 8.19%
$865.69 - $985.0 $133K - $152K
1.73K $1.63M
TRN
Trinity Industries Inc

Industrials
-1.24K
- 10.86%
$32.58 - $38.37 $40.3K - $47.5K
10.2K $356K
APD
Air Products & Chemicals, Inc.

Basic Materials
-9
- 0.22%
$285.5 - $335.62 $2.57K - $3.02K
4.12K $1.2M
RTX
Raytheon Technologies Corp

Industrials
-64
- 1.45%
$114.45 - $127.21 $7.32K - $8.14K
4.35K $503K
COP
Conocophillips

Energy
-45
- 1.32%
$95.12 - $114.72 $4.28K - $5.16K
3.38K $334K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
-3.9K
- 18.22%
$8.22 - $9.44 $32.1K - $36.8K
17.5K $154K
SYY
Sysco Corp

Consumer Defensive
-132
- 3.25%
$73.63 - $81.77 $9.72K - $10.8K
3.93K $300K
FISV
Fiserv Inc

Technology
-127
- 5.09%
N/A
2.37K $296K
CLX
Clorox CO

Consumer Defensive
-23
- 0.78%
$156.51 - $169.74 $3.6K - $3.9K
2.91K $472K
Thomson Reuters Corp
-1.68K
- 4.22%
N/A
38.2K $0
CSCO
Cisco Systems, Inc.

Technology
-48
- 1.13%
$52.45 - $60.02 $2.52K - $2.88K
4.19K $248K
DE
Deere & CO

Industrials
-156
- 0.88%
$389.45 - $466.0 $60.8K - $72.7K
17.7K $7.48M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-25
- 0.85%
$1146.59 - $1270.6 $28.7K - $31.8K
2.9K $3.44M
NVDA
Nvidia Corp

Technology
-10.8K
- 8.3%
$117.0 - $148.88 $1.27M - $1.61M
120K $16.1M
HON
Honeywell International Inc

Industrials
-23
- 0.13%
$202.84 - $236.0 $4.67K - $5.43K
18.2K $4.1M
GOOG
Alphabet Inc.

Communication Services
-718
- 2.14%
$163.08 - $198.16 $117K - $142K
32.8K $6.24M
JPM
Jpmorgan Chase & CO

Financial Services
-299
- 1.16%
$205.18 - $250.29 $61.3K - $74.8K
25.4K $6.08M
V
Visa Inc.

Financial Services
-94
- 0.52%
$273.87 - $320.91 $25.7K - $30.2K
18.1K $5.74M
AMZN
Amazon Com Inc

Consumer Cyclical
-382
- 1.5%
$180.88 - $232.93 $69.1K - $89K
25K $5.49M
WMT
Walmart Inc.

Consumer Defensive
-2.25K
- 2.01%
$79.1 - $95.7 $178K - $216K
110K $9.92M
AAPL
Apple Inc.

Technology
-345
- 0.49%
$221.69 - $259.02 $76.5K - $89.4K
70K $17.5M
AVGO
Broadcom Inc.

Technology
-286
- 0.42%
$159.67 - $250.0 $45.7K - $71.5K
68.6K $15.9M
Activity Summary
Buys All Purchases 46 New Holdings 3 Increased Positions 43 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track First National Bank Of Mount Dora, Trust Investment Services Portfolio

Follow First National Bank Of Mount Dora, Trust Investment Services and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First National Bank Of Mount Dora, Trust Investment Services, based on Form 13F filings with the SEC.

News

Stay updated on First National Bank Of Mount Dora, Trust Investment Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email