$303 Thousand is the total value of First National Bank of Mount Dora, Trust Investment Services's 212 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DIS | New | DISNEY WALT CO | $450 | – | 5,177 | +100.0% | 0.15% | – |
GILD | New | GILEAD SCIENCES INC | $276 | – | 3,215 | +100.0% | 0.09% | – |
O | New | REALTY INCOME CORP | $253 | – | 3,988 | +100.0% | 0.08% | – |
VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $216 | – | 2,100 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-05
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SP500 ETF TR | 43 | Q4 2023 | 5.9% |
TEXAS INSTRS INC | 43 | Q4 2023 | 3.3% |
JOHNSON JOHNSON | 43 | Q4 2023 | 3.6% |
VISA INC | 43 | Q4 2023 | 3.1% |
HOME DEPOT INC | 43 | Q4 2023 | 3.4% |
INTEL CORP | 43 | Q4 2023 | 3.1% |
MICROSOFT CORP | 43 | Q4 2023 | 3.7% |
VERIZON COMMUNICATIONS INC | 43 | Q4 2023 | 2.8% |
ABBVIE INC | 43 | Q4 2023 | 2.8% |
EXXON MOBIL CORP | 43 | Q4 2023 | 3.5% |
View First National Bank of Mount Dora, Trust Investment Services's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-10 |
13F-HR | 2024-01-05 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-07 |
13F-HR | 2023-04-12 |
13F-HR | 2023-01-05 |
13F-HR | 2022-10-06 |
13F-HR | 2022-07-13 |
13F-HR | 2022-04-06 |
13F-HR | 2022-01-10 |
View First National Bank of Mount Dora, Trust Investment Services's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.