First National Bank Of South Miami has filed its 13F form on July 12, 2023 for Q2 2023 where it was disclosed a total value porftolio of $124 Million distributed in 322 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Msci Eafe ETF with a value of $10.2M, Microsoft Corp with a value of $5.46M, Ishares Core S&P 500 ETF with a value of $4.63M, Ishares Iboxx $ Investment Gra with a value of $4.37M, and Vanguard Extended Market ETF with a value of $4.28M.

Examining the 13F form we can see an decrease of $1.25M in the current position value, from $125M to 124M.

Below you can find more details about First National Bank Of South Miami portfolio as well as his latest detailed transactions.

Portfolio value $124 Million
ETFs: $63.1 Million
Technology: $12.8 Million
Healthcare: $7.99 Million
Consumer Defensive: $7.27 Million
Financial Services: $7.13 Million
Industrials: $6.63 Million
Consumer Cyclical: $5.77 Million
Communication Services: $4.95 Million
Other: $8.53 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 322
  • Current Value $124 Million
  • Prior Value $125 Million
  • Filing
  • Period Q2 2023
  • Filing Date July 12, 2023
  • Form Type 13F-HR
  • Activity in Q2 2023
  • New Purchases 3 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
Track This Portfolio

Track First National Bank Of South Miami Portfolio

Follow First National Bank Of South Miami 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 South Miami, based on Form 13F filings with the SEC.

News

Stay updated on First National Bank Of South Miami with notifications on news.