FineMark National Bank & Trust
Q4 2024 13F Holdings
- Locationfort myers, FL
- Num holdings
438
- Value ($000)
$2,868,095
- Date Filed02/11/2025
- Form type13F-HR
- CIK0001537720
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
UPS UNITED PARCEL SERVICE INC | CL B | 911312106 | $216.58M | 8 % | 1,717,533 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $166.86M | 6 % | 284,700 | ||
AAPL APPLE INC | COM | 037833100 | $144.36M | 5 % | 576,490 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $131.68M | 5 % | 223,690 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $82.66M | 3 % | 196,099 | ||
MDY SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | $70.65M | 3 % | 124,044 | ||
AVGO BROADCOM INC | COM | 11135F101 | $65.89M | 2 % | 284,208 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $59.74M | 2 % | 444,866 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $52.61M | 2 % | 238,110 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $51.05M | 2 % | 268,049 |
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