$131 Million is the total value of First National Bank of South Miami's 401 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 15.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFA | Buy | ISHARES MSCI EAFE (MKT)mutual fund/sto | $11,444,000 | +15.4% | 150,835 | +11.0% | 8.73% | +2.6% |
| VXF | Sell | VANGUARD EXTENDED MARKET INDEXmutual fund/sto | $6,047,000 | +7.2% | 34,182 | -0.2% | 4.62% | -4.7% |
| LQD | Buy | ISHARES IBOXX $ INVST GRADE CRPmutual fund/cor | $5,787,000 | +12.7% | 44,494 | +19.7% | 4.42% | +0.2% |
| IVV | Buy | ISHARES CORE S&P 500 (MKT)mutual fund/sto | $5,455,000 | +25.9% | 13,712 | +18.8% | 4.16% | +11.8% |
| VWO | Buy | VANGUARD EMERGING MARKETS STOCKmutual fund/sto | $4,545,000 | +18.6% | 87,327 | +14.2% | 3.47% | +5.4% |
| IJH | Buy | ISHARES CORE S&P MID-CAP (MKT)mutual fund/sto | $3,781,000 | +39.2% | 14,528 | +22.9% | 2.88% | +23.7% |
| MSFT | Buy | MICROSOFT CORP | $3,710,000 | +9.4% | 15,736 | +3.2% | 2.83% | -2.8% |
| IGSB | Buy | ISHARES SHORT-TERMmutual fund/cor | $3,702,000 | +19.9% | 67,692 | +21.0% | 2.82% | +6.5% |
| MUB | Buy | ISHARES NATIONAL MUNI BOND ETFmutual funds/mu | $2,801,000 | +1.3% | 24,133 | +2.4% | 2.14% | -10.0% |
| IJR | Buy | ISHARES CORE S&P SMALL-CAP (MKT)mutual fund/sto | $2,181,000 | +28.1% | 20,096 | +8.4% | 1.66% | +13.7% |
| PFF | Buy | ISHARES PFD & INC SECURITIES ETFmutual fund/cor | $2,175,000 | +3.8% | 56,662 | +4.1% | 1.66% | -7.8% |
| VNQ | Sell | VANGUARD REAL ESTATE ETFmutual fund/sto | $1,917,000 | +7.8% | 20,868 | -0.3% | 1.46% | -4.3% |
| HD | Buy | HOME DEPOT INC | $1,905,000 | +21.0% | 6,243 | +5.3% | 1.45% | +7.5% |
| IJK | Buy | ISHARES S&P MIDCAP 400 GROWTHmutual fund/sto | $1,780,000 | +27.7% | 22,710 | +17.6% | 1.36% | +13.5% |
| IGV | Sell | ISHARES NORTH AMERICANmutual fund/sto | $1,775,000 | -3.8% | 5,198 | -0.3% | 1.36% | -14.5% |
| XLK | Sell | TECHNOLOGY SELECT SECTOR SPDRRmutual fund/sto | $1,602,000 | -1.2% | 12,065 | -3.3% | 1.22% | -12.2% |
| AAPL | Buy | APPLE INC | $1,554,000 | -4.8% | 12,723 | +3.5% | 1.19% | -15.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,516,000 | -5.0% | 9,219 | -9.1% | 1.16% | -15.5% |
| GOOG | Buy | ALPHABET INC | $1,419,000 | +23.3% | 686 | +4.4% | 1.08% | +9.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,414,000 | +24.4% | 9,291 | +3.8% | 1.08% | +10.6% |
| AMZN | Buy | AMAZON.COM INC | $1,398,000 | +0.3% | 452 | +5.6% | 1.07% | -10.9% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFmutual fund/sto | $1,363,000 | +10.1% | 6,596 | +3.6% | 1.04% | -2.2% |
| MBB | Buy | ISHARES MBS (MKT)mutual fund/gov | $1,290,000 | +0.9% | 11,899 | +2.5% | 0.98% | -10.4% |
| PFE | Sell | PFIZER INC | $1,218,000 | -3.3% | 33,612 | -1.8% | 0.93% | -14.1% |
| SHV | Sell | ISHARES SHORT TREASURY BONDmutual fund/gov | $1,201,000 | -1.2% | 10,866 | -1.2% | 0.92% | -12.1% |
| GOVT | Buy | ISHARES U.S. TREASURY BOND ETFmutual fund/gov | $1,077,000 | +3.5% | 41,110 | +7.6% | 0.82% | -8.1% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC | $1,047,000 | +4.2% | 5,556 | -2.6% | 0.80% | -7.4% |
| IJT | Buy | ISHARES S&P SMALL-CAP 600 GROWTHmutual fund/sto | $1,041,000 | +21.8% | 8,116 | +8.4% | 0.79% | +8.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,037,000 | +0.1% | 17,824 | +1.0% | 0.79% | -11.1% |
| CSX | CSX CORP | $1,034,000 | +6.2% | 10,730 | 0.0% | 0.79% | -5.6% | |
| CMCSA | Buy | COMCAST CORP | $1,015,000 | +16.5% | 18,751 | +12.8% | 0.78% | +3.6% |
| WMT | Buy | WALMART INC | $1,008,000 | -2.1% | 7,420 | +3.8% | 0.77% | -13.1% |
| BIL | Buy | SPDR BLOOMBERG BARCLAYSmutual fund/gov | $975,000 | +1.9% | 10,653 | +1.9% | 0.74% | -9.5% |
| COST | Buy | COSTCO WHOLESALE CORP | $962,000 | -4.0% | 2,728 | +2.5% | 0.73% | -14.8% |
| DIS | Buy | DISNEY WALT CO | $948,000 | +20.3% | 5,134 | +18.1% | 0.72% | +6.8% |
| T | Sell | AT&T INC | $922,000 | -1.4% | 30,458 | -6.3% | 0.70% | -12.3% |
| DRI | Sell | DARDEN RESTAURANTS INC | $916,000 | +16.7% | 6,446 | -2.1% | 0.70% | +3.7% |
| NEE | Buy | NEXTERA ENERGY INC | $898,000 | +1.5% | 11,881 | +3.5% | 0.68% | -9.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC | $850,000 | +10.1% | 3,326 | -0.2% | 0.65% | -2.1% |
| BLK | Buy | BLACKROCK INC | $823,000 | +9.9% | 1,091 | +5.1% | 0.63% | -2.3% |
| AXP | Buy | AMERICAN EXPRESS CO | $803,000 | +36.3% | 5,674 | +16.4% | 0.61% | +21.1% |
| PG | Sell | PROCTER & GAMBLE CO | $800,000 | -2.8% | 5,905 | -0.2% | 0.61% | -13.7% |
| UPS | Sell | UNITED PARCEL SERVICE | $790,000 | +0.6% | 4,647 | -0.3% | 0.60% | -10.5% |
| IBDO | ISHARES IBONDS DEC 2023 TERMmutual fund/cor | $787,000 | -0.5% | 30,096 | 0.0% | 0.60% | -11.5% | |
| FB | Buy | FACEBOOK INC | $756,000 | +18.9% | 2,569 | +10.3% | 0.58% | +5.7% |
| MDT | Buy | MEDTRONIC PLCforeign stock | $719,000 | +5.9% | 6,083 | +4.9% | 0.55% | -5.8% |
| BA | Buy | BOEING CO | $711,000 | +216.0% | 2,790 | +165.7% | 0.54% | +181.3% |
| EMR | Buy | EMERSON ELECTRIC CO | $708,000 | +16.8% | 7,847 | +3.9% | 0.54% | +3.8% |
| SPY | Sell | SPDR S&P 500 (MKT)mutual fund/sto | $698,000 | -3.7% | 1,760 | -9.3% | 0.53% | -14.4% |
| IBDN | Sell | ISHARES IBONDS DEC 2022mutual fund/cor | $680,000 | -13.4% | 26,720 | -12.9% | 0.52% | -23.0% |
| DUK | Buy | DUKE ENERGY CORP | $667,000 | +9.0% | 6,905 | +3.3% | 0.51% | -3.2% |
| KO | Buy | COCA COLA CO | $659,000 | -2.7% | 12,507 | +1.3% | 0.50% | -13.4% |
| DHR | Sell | DANAHER CORP | $657,000 | +0.9% | 2,921 | -0.4% | 0.50% | -10.4% |
| XOM | Sell | EXXON MOBIL CORP | $655,000 | +32.3% | 11,728 | -2.4% | 0.50% | +17.6% |
| CVX | Buy | CHEVRON CORP | $628,000 | +48.5% | 5,988 | +19.6% | 0.48% | +32.0% |
| DVY | Sell | ISHARES SELECT DIVIDEND (MKT)mutual fund/sto | $618,000 | +15.1% | 5,414 | -3.1% | 0.47% | +2.4% |
| BBH | Sell | VANECK VECTORS BIOTECH ETFmutual fund/sto | $607,000 | -5.2% | 3,460 | -8.2% | 0.46% | -15.8% |
| IBDM | Sell | ISHARES IBONDS DEC 2021mutual fund/cor | $604,000 | -10.5% | 24,294 | -10.4% | 0.46% | -20.5% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD TRmutual fund/sto | $598,000 | +21.5% | 4,218 | +9.4% | 0.46% | +7.8% |
| ACN | Sell | ACCENTURE PLCforeign stock | $581,000 | +5.3% | 2,105 | -0.3% | 0.44% | -6.5% |
| FXF | Buy | INVESCO CURRENCYSHARESmutual fund/sto | $577,000 | +9.5% | 6,003 | +17.4% | 0.44% | -2.9% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $555,000 | +31.8% | 8,798 | +29.6% | 0.42% | +17.1% |
| SO | Sell | SOUTHERN COMPANY | $548,000 | -0.7% | 8,812 | -2.1% | 0.42% | -11.8% |
| GIS | GENERAL MILLS INC | $521,000 | +4.2% | 8,500 | 0.0% | 0.40% | -7.2% | |
| IVW | Buy | ISHARES S&P 500 GROWTH (MKT)mutual fund/sto | $519,000 | +2.6% | 7,970 | +0.6% | 0.40% | -9.0% |
| KMB | Buy | KIMBERLY-CLARK CORP | $517,000 | +8.8% | 3,716 | +5.4% | 0.40% | -3.2% |
| PM | Buy | PHILIP MORRIS INTERNATIONAL INC | $509,000 | +18.9% | 5,744 | +11.0% | 0.39% | +5.4% |
| COMT | Buy | ISHARES COMMODITIES SELECTmutual fund/sto | $485,000 | +17.7% | 16,223 | +5.1% | 0.37% | +4.5% |
| LLY | ELI LILLY & CO | $477,000 | +10.7% | 2,552 | 0.0% | 0.36% | -1.6% | |
| SPGI | Sell | S&P GLOBAL INC | $464,000 | +7.2% | 1,314 | -0.3% | 0.35% | -4.8% |
| NVDA | Buy | NVIDIA CORPORATION | $461,000 | +26.6% | 863 | +23.8% | 0.35% | +12.5% |
| INTC | Sell | INTEL CORP | $460,000 | -10.7% | 7,190 | -30.5% | 0.35% | -20.6% |
| V | Buy | VISA INC | $433,000 | +11.0% | 2,041 | +14.5% | 0.33% | -1.5% |
| AMAT | Buy | APPLIED MATERIALS | $409,000 | +74.0% | 3,064 | +12.6% | 0.31% | +54.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $407,000 | +23.0% | 1,094 | +16.0% | 0.31% | +9.5% |
| MA | Buy | MASTERCARD INC | $406,000 | +23.0% | 1,139 | +23.3% | 0.31% | +9.5% |
| TRV | Sell | TRAVELERS COMPANIES INC | $402,000 | +6.9% | 2,671 | -0.3% | 0.31% | -5.0% |
| BAC | Buy | BANK OF AMERICA CORP | $402,000 | +132.4% | 10,402 | +82.5% | 0.31% | +106.0% |
| IWM | Buy | ISHARES RUSSELL 2000 (MKT)mutual fund/sto | $401,000 | +102.5% | 1,813 | +79.2% | 0.31% | +80.0% |
| KMX | Sell | CARMAX INC | $396,000 | +39.9% | 2,982 | -0.4% | 0.30% | +24.3% |
| ABBV | Buy | ABBVIE INC | $394,000 | +21.2% | 3,642 | +20.2% | 0.30% | +7.9% |
| IGM | ISHARES NORTH AMERICAN TECHmutual fund/sto | $390,000 | +3.4% | 1,080 | 0.0% | 0.30% | -8.0% | |
| ALL | Buy | ALLSTATE CORP | $382,000 | +85.4% | 3,326 | +77.3% | 0.29% | +65.0% |
| IBDP | ISHARES IBONDS DEC 2024mutual fund/cor | $379,000 | -0.8% | 14,372 | 0.0% | 0.29% | -11.9% | |
| AGG | Buy | ISHARES CORE US AGGBD BD ETFmutual fund/cor | $377,000 | -2.6% | 3,311 | +1.2% | 0.29% | -13.3% |
| SYF | Buy | SYNCHRONY FINL | $364,000 | +167.6% | 8,950 | +129.2% | 0.28% | +137.6% |
| PEP | Sell | PEPSICO INC | $363,000 | -5.2% | 2,569 | -0.5% | 0.28% | -15.8% |
| IJJ | Sell | ISHARES S&P MID-CAP 400 VALUEmutual fund/sto | $359,000 | +9.1% | 3,519 | -7.8% | 0.27% | -3.2% |
| MMM | Sell | 3M CO | $344,000 | +9.6% | 1,786 | -0.4% | 0.26% | -2.6% |
| GD | Sell | GENERAL DYNAMICS CORP | $341,000 | +20.1% | 1,879 | -1.4% | 0.26% | +6.6% |
| PYPL | Buy | PAYPAL HLDGS INC | $338,000 | +170.4% | 1,391 | +160.0% | 0.26% | +141.1% |
| SBUX | Buy | STARBUCKS CORP | $336,000 | +17.1% | 3,075 | +14.5% | 0.26% | +4.1% |
| PGR | Sell | PROGRESSIVE CORP | $321,000 | -16.0% | 3,354 | -13.2% | 0.24% | -25.3% |
| PSX | Sell | PHILLIPS 66 | $295,000 | +8.5% | 3,619 | -7.0% | 0.22% | -3.8% |
| ANTM | Buy | ANTHEM INC COM | $291,000 | +39.2% | 811 | +24.4% | 0.22% | +24.0% |
| CVS | Buy | CVS HEALTH CORPORATION | $291,000 | +36.0% | 3,874 | +23.5% | 0.22% | +20.7% |
| CSCO | Buy | CISCO SYSTEMS INC | $271,000 | +16.3% | 5,240 | +0.7% | 0.21% | +3.5% |
| IDV | ISHARES INTERNATIONAL SELECT DIVmutual fund/sto | $266,000 | +6.8% | 8,435 | 0.0% | 0.20% | -5.1% | |
| IBDQ | ISHARES IBONDS DEC 2025 TERMmutual fund/cor | $261,000 | -2.2% | 9,746 | 0.0% | 0.20% | -13.1% | |
| XLY | Buy | CONSUMER DISCRET SELECT SECTORmutual fund/sto | $261,000 | +6.5% | 1,552 | +2.0% | 0.20% | -5.2% |
| IVE | Sell | ISHARES S&P 500 VALUE (MKT)mutual fund/sto | $255,000 | +5.4% | 1,806 | -4.5% | 0.20% | -6.2% |
| MDLZ | MONDELEZ INTL INC | $254,000 | +0.4% | 4,332 | 0.0% | 0.19% | -10.6% | |
| AMGN | Buy | AMGEN INC | $249,000 | +19.7% | 1,001 | +10.6% | 0.19% | +6.1% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIONS | $242,000 | -5.5% | 3,093 | -0.8% | 0.18% | -15.9% |
| CL | COLGATE-PALMOLIVE CO | $241,000 | -7.7% | 3,055 | 0.0% | 0.18% | -17.9% | |
| FAST | FASTENAL CO | $236,000 | +3.1% | 4,692 | 0.0% | 0.18% | -8.6% | |
| CACI | Buy | CACI INTL INC | $231,000 | +87.8% | 938 | +90.7% | 0.18% | +66.0% |
| MRK | Buy | MERCK & CO INC | $224,000 | +8.2% | 2,904 | +14.9% | 0.17% | -3.9% |
| VGT | VANGUARD INFORMATION TECHNOLOGYmutual fund/sto | $223,000 | +1.4% | 622 | 0.0% | 0.17% | -10.1% | |
| PCAR | Sell | PACCAR INC | $220,000 | +7.3% | 2,365 | -0.4% | 0.17% | -4.5% |
| LOW | Sell | LOWES COMPANIES INC COM | $219,000 | -8.8% | 1,150 | -23.0% | 0.17% | -18.9% |
| TGT | Buy | TARGET CORP | $215,000 | +305.7% | 1,087 | +264.8% | 0.16% | +256.5% |
| MET | METLIFE INC | $205,000 | +29.7% | 3,368 | 0.0% | 0.16% | +14.7% | |
| XLI | Sell | INDUSTRIAL SELECT SECTOR SPDRRmutual fund/sto | $201,000 | +8.6% | 2,037 | -2.7% | 0.15% | -3.8% |
| ESBA | EMPIRE ST RLTY OP LP SR | $197,000 | +20.9% | 17,800 | 0.0% | 0.15% | +7.1% | |
| NTR | Sell | NUTRIEN LTDforeign stock | $196,000 | +7.1% | 3,639 | -4.1% | 0.15% | -4.5% |
| EWH | Sell | ISHARES MSCI HONG KONG (MKT)mutual fund/sto | $195,000 | -15.2% | 7,332 | -21.4% | 0.15% | -24.7% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $190,000 | +29.3% | 3,447 | -6.2% | 0.14% | +15.1% |
| XLV | Buy | HEALTH CARE SELECT SECTOR SPDRRmutual fund/sto | $189,000 | +42.1% | 1,621 | +38.1% | 0.14% | +26.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHINES | $187,000 | +47.2% | 1,402 | +39.4% | 0.14% | +31.2% |
| BAB | INVESCO TAXABLE MUNICIPALmutual fund/cor | $183,000 | -4.2% | 5,700 | 0.0% | 0.14% | -14.6% | |
| NVR | Buy | NVR INC | $179,000 | +46.7% | 38 | +26.7% | 0.14% | +30.5% |
| NFLX | Buy | NETFLIX INC | $178,000 | +7.2% | 342 | +11.0% | 0.14% | -4.9% |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDRmutual fund/sto | $177,000 | +18.8% | 5,210 | +3.4% | 0.14% | +5.5% |
| GLD | SPDR GOLD SHARES (MKT)mutual fund/sto | $176,000 | -10.2% | 1,100 | 0.0% | 0.13% | -20.2% | |
| FDX | Buy | FEDEX CORP | $171,000 | +113.8% | 601 | +93.9% | 0.13% | +88.4% |
| XLC | Sell | COMMUNICATION SERVICES SELECTmutual fund/sto | $169,000 | +2.4% | 2,311 | -5.5% | 0.13% | -9.2% |
| MO | Sell | ALTRIA GROUP INC | $154,000 | +18.5% | 3,005 | -5.1% | 0.12% | +5.4% |
| FBHS | FORTUNE BRANDS HOME & SEC INC | $153,000 | +11.7% | 1,600 | 0.0% | 0.12% | -0.8% | |
| SYY | Sell | SYSCO CORP | $151,000 | +4.1% | 1,917 | -1.7% | 0.12% | -8.0% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC COM | $148,000 | +52.6% | 730 | +42.9% | 0.11% | +36.1% |
| STLD | Buy | STEEL DYNAMICS INC | $148,000 | +114.5% | 2,925 | +56.8% | 0.11% | +91.5% |
| BWX | Buy | SPDR BARCLAYS INTERNATIONALmutual fund/cor | $148,000 | +0.7% | 5,062 | +7.9% | 0.11% | -10.3% |
| LMT | Sell | LOCKHEED MARTIN CORP | $145,000 | -54.3% | 393 | -56.0% | 0.11% | -59.2% |
| FTNT | Buy | FORTINET INC | $141,000 | +29.4% | 764 | +3.8% | 0.11% | +14.9% |
| GOOGL | ALPHABET INC | $142,000 | +17.4% | 69 | 0.0% | 0.11% | +3.8% | |
| LUV | New | SOUTHWEST AIRLINES CO | $141,000 | – | 2,311 | +100.0% | 0.11% | – |
| PAYX | Buy | PAYCHEX INC | $139,000 | +15.8% | 1,415 | +9.5% | 0.11% | +2.9% |
| TSLA | Sell | TESLA INC | $134,000 | -17.3% | 200 | -13.0% | 0.10% | -26.6% |
| HON | HONEYWELL INTERNATIONAL INC | $132,000 | +2.3% | 607 | 0.0% | 0.10% | -9.0% | |
| VDC | VANGUARD CONSUMER STAPLES ETFmutual fund/sto | $127,000 | +3.3% | 710 | 0.0% | 0.10% | -8.5% | |
| MCD | MCDONALDS CORP COM | $124,000 | +4.2% | 552 | 0.0% | 0.10% | -6.9% | |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $123,000 | -26.3% | 1,594 | -31.6% | 0.09% | -34.3% |
| TER | Buy | TERADYNE INC | $122,000 | +23.2% | 1,000 | +20.8% | 0.09% | +9.4% |
| NRG | Buy | NRG ENERGY INC | $121,000 | +18.6% | 3,211 | +17.7% | 0.09% | +4.5% |
| VLO | Buy | VALERO ENERGY CORP | $120,000 | +37.9% | 1,679 | +9.2% | 0.09% | +22.7% |
| ED | CONSOLIDATED EDISON INC | $120,000 | +3.4% | 1,600 | 0.0% | 0.09% | -8.0% | |
| NVS | NOVARTIS AGforeign stock | $117,000 | -9.3% | 1,366 | 0.0% | 0.09% | -19.8% | |
| MCK | New | MCKESSON CORP | $115,000 | – | 592 | +100.0% | 0.09% | – |
| GPC | Buy | GENUINE PARTS COMPANY | $113,000 | +43.0% | 978 | +23.6% | 0.09% | +26.5% |
| MCHP | MICROCHIP TECHNOLOGY INC | $111,000 | +13.3% | 712 | 0.0% | 0.08% | +1.2% | |
| DEM | WISDOMTREE EMERGING MARKETSmutual fund/sto | $112,000 | +7.7% | 2,532 | 0.0% | 0.08% | -4.5% | |
| EXC | Buy | EXELON CORP | $110,000 | +25.0% | 2,513 | +20.6% | 0.08% | +10.5% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $108,000 | +17.4% | 228 | +23.9% | 0.08% | +3.8% |
| XLP | Buy | CONSUMER STAPLES SELECT SECTORmutual fund/sto | $107,000 | +16.3% | 1,564 | +14.2% | 0.08% | +3.8% |
| RCEL | New | AVITA MEDICAL INC | $99,000 | – | 5,000 | +100.0% | 0.08% | – |
| PGF | INVESCO FINANCIAL PREFERRED ETFmutual fund/sto | $100,000 | -2.0% | 5,311 | 0.0% | 0.08% | -13.6% | |
| GILD | Sell | GILEAD SCIENCES INC | $99,000 | -16.1% | 1,529 | -24.7% | 0.08% | -24.8% |
| VO | Sell | VANGUARD MID-CAP ETF (MKT)mutual fund/sto | $95,000 | -4.0% | 431 | -10.0% | 0.07% | -15.3% |
| BAX | BAXTER INTERNATIONAL INC | $93,000 | +5.7% | 1,100 | 0.0% | 0.07% | -6.6% | |
| DES | WISDOMTREE SMALLCAP DIVIDENDmutual fund/sto | $92,000 | +17.9% | 2,943 | 0.0% | 0.07% | +4.5% | |
| PRG | Buy | PROG HOLDINGS INC | $90,000 | +7.1% | 2,085 | +33.5% | 0.07% | -4.2% |
| C | Buy | CITIGROUP INC | $90,000 | +25.0% | 1,232 | +5.6% | 0.07% | +11.3% |
| GDX | MINERS ETFmutual fund/sto | $88,000 | -9.3% | 2,700 | 0.0% | 0.07% | -19.3% | |
| MS | MORGAN STANLEY | $78,000 | +13.0% | 1,000 | 0.0% | 0.06% | +1.7% | |
| HYG | ISHARES IBOXX $ HIGH YIELDmutual fund/cor | $79,000 | 0.0% | 906 | 0.0% | 0.06% | -11.8% | |
| USB | Buy | US BANCORP | $77,000 | +305.3% | 1,394 | +233.5% | 0.06% | +268.8% |
| FCPT | FOUR CORNERS PPTY TR INC | $73,000 | -7.6% | 2,648 | 0.0% | 0.06% | -17.6% | |
| HYLD | Sell | HIGH YIELD ETFmutual fund/cor | $72,000 | -27.3% | 2,212 | -28.9% | 0.06% | -35.3% |
| DON | WISDOMTREE US MIDCAPmutual fund/sto | $69,000 | +15.0% | 1,711 | 0.0% | 0.05% | +1.9% | |
| VIAC | VIACOMCBS INC | $70,000 | +20.7% | 1,550 | 0.0% | 0.05% | +6.0% | |
| PNC | Buy | PNC FINL SVCS GROUP INC | $66,000 | +266.7% | 374 | +216.9% | 0.05% | +233.3% |
| QCOM | QUALCOMM INC | $66,000 | -13.2% | 500 | 0.0% | 0.05% | -23.1% | |
| ABMD | ABIOMED INC | $64,000 | -1.5% | 200 | 0.0% | 0.05% | -12.5% | |
| MDY | SPDR S&P MIDCAP 400 (MKT)mutual fund/sto | $63,000 | +14.5% | 131 | 0.0% | 0.05% | +2.1% | |
| AFL | AFLAC INC | $61,000 | +15.1% | 1,200 | 0.0% | 0.05% | +2.2% | |
| GSK | GLAXOSMITHKLINE PLCforeign stock | $62,000 | -3.1% | 1,724 | 0.0% | 0.05% | -14.5% | |
| XBI | SPDR S&P BIOTECH ETF (MKT)mutual fund/sto | $62,000 | -4.6% | 460 | 0.0% | 0.05% | -16.1% | |
| IBMM | ISHARES IBONDS DEC 2024 TRM MUNImutual funds/mu | $59,000 | 0.0% | 2,196 | 0.0% | 0.04% | -11.8% | |
| IBMN | ISHARES TR IBONDSmutual funds/mu | $59,000 | -1.7% | 2,119 | 0.0% | 0.04% | -13.5% | |
| IBMK | ISHARES TR IBONDS DEC2022mutual funds/mu | $58,000 | 0.0% | 2,208 | 0.0% | 0.04% | -12.0% | |
| IEMG | New | ISHARES CORE MSCImutual fund/sto | $58,000 | – | 900 | +100.0% | 0.04% | – |
| VEA | VANGUARD FTSE DEVELOPED MARKETSmutual fund/sto | $58,000 | +3.6% | 1,190 | 0.0% | 0.04% | -8.3% | |
| IBML | ISHARES IBONDS DEC 2023 TRM MUNImutual funds/mu | $58,000 | 0.0% | 2,227 | 0.0% | 0.04% | -12.0% | |
| BP | Buy | BP PLCforeign stock | $58,000 | +190.0% | 2,389 | +143.3% | 0.04% | +158.8% |
| VTRS | Sell | VIATRIS INC | $57,000 | -27.8% | 4,119 | -2.5% | 0.04% | -36.8% |
| VTEB | New | VANGUARD TAX-EXEMPT BONDmutual funds/mu | $55,000 | – | 1,000 | +100.0% | 0.04% | – |
| IWF | ISHARES RUSSELL 1000 GROWTHmutual fund/sto | $54,000 | +1.9% | 221 | 0.0% | 0.04% | -10.9% | |
| EW | EDWARDS LIFESCIENCES CORP | $53,000 | -8.6% | 636 | 0.0% | 0.04% | -20.0% | |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $52,000 | – | 244 | +100.0% | 0.04% | – |
| BND | VANGUARD TOTAL BOND MARKET ETFmutual fund/cor | $50,000 | -3.8% | 588 | 0.0% | 0.04% | -15.6% | |
| IBMO | ISHARES IBONDS DEC 2026 TRM MUNImutual funds/mu | $49,000 | -2.0% | 1,844 | 0.0% | 0.04% | -14.0% | |
| IP | Buy | INTERNATIONAL PAPER CO | $47,000 | +571.4% | 861 | +510.6% | 0.04% | +500.0% |
| DFS | DISCOVER FINANCIAL SERVICES | $47,000 | +4.4% | 500 | 0.0% | 0.04% | -7.7% | |
| PPL | Buy | PPL CORPORATION | $46,000 | +130.0% | 1,576 | +115.3% | 0.04% | +105.9% |
| VHT | VANGUARD HEALTH CARE ETF (MKT)mutual fund/sto | $46,000 | +2.2% | 200 | 0.0% | 0.04% | -10.3% | |
| SNA | SNAP-ON INC | $46,000 | +35.3% | 200 | 0.0% | 0.04% | +20.7% | |
| IBMQ | ISHARES IBONDS DEC 2028 TRM MUNImutual funds/mu | $45,000 | 0.0% | 1,642 | 0.0% | 0.03% | -12.8% | |
| TD | Buy | TORONTO DOMINION BANK ONTARIOforeign stock | $45,000 | +309.1% | 691 | +252.6% | 0.03% | +277.8% |
| IBMP | ISHARES IBONDS DEC 2027 TRM MUNImutual funds/mu | $45,000 | 0.0% | 1,653 | 0.0% | 0.03% | -12.8% | |
| ETN | Buy | EATON CORP PLCforeign stock | $45,000 | +246.2% | 325 | +195.5% | 0.03% | +209.1% |
| XLB | Buy | MATERIALS SELECT SECTOR SPDRRmutual fund/sto | $45,000 | +60.7% | 566 | +46.6% | 0.03% | +41.7% |
| XPH | SPDR S&P PHARMACEUTICALS ETFmutual fund/sto | $42,000 | -4.5% | 840 | 0.0% | 0.03% | -15.8% | |
| EDIT | EDITAS MEDICINE INC COM | $42,000 | -40.0% | 1,000 | 0.0% | 0.03% | -46.7% | |
| AEP | AMERICAN ELECTRIC POWER INC | $42,000 | 0.0% | 500 | 0.0% | 0.03% | -11.1% | |
| HPQ | HP INC | $41,000 | +28.1% | 1,300 | 0.0% | 0.03% | +14.8% | |
| IVZ | New | INVESCO LIMITEDforeign stock | $41,000 | – | 1,631 | +100.0% | 0.03% | – |
| OKE | Buy | ONEOK INC | $39,000 | +387.5% | 760 | +253.5% | 0.03% | +328.6% |
| BEN | New | FRANKLIN RESOURCES INC | $37,000 | – | 1,245 | +100.0% | 0.03% | – |
| IFRA | New | ISHARES US INFRASTRUCTURE ETFmutual fund/sto | $35,000 | – | 1,000 | +100.0% | 0.03% | – |
| EEM | ISHARES MSCI EMERGING MARKETSmutual fund/sto | $35,000 | +2.9% | 651 | 0.0% | 0.03% | -6.9% | |
| CDK | CDK GLOBAL INC | $36,000 | +2.9% | 666 | 0.0% | 0.03% | -10.0% | |
| UNP | UNION PACIFIC CORP | $35,000 | +6.1% | 158 | 0.0% | 0.03% | -3.6% | |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $35,000 | -5.4% | 837 | -14.3% | 0.03% | -15.6% |
| CRWD | CROWDSTRIKE HLDGS INC | $36,000 | -14.3% | 196 | 0.0% | 0.03% | -25.0% | |
| SSNC | New | SS&S TECHNOLOGIES HLDGS INC | $35,000 | – | 500 | +100.0% | 0.03% | – |
| IBB | Sell | ISHARES NASDAQ BIOTECHNOLOGYmutual fund/sto | $34,000 | -26.1% | 225 | -25.5% | 0.03% | -35.0% |
| ULTA | ULTA BEAUTY INC | $31,000 | +6.9% | 100 | 0.0% | 0.02% | -4.0% | |
| TNL | New | TRAVEL PLUS LEISURE CO | $31,000 | – | 509 | +100.0% | 0.02% | – |
| OTIS | Sell | OTIS WORLDWIDE CORP | $29,000 | -12.1% | 418 | -14.3% | 0.02% | -21.4% |
| XLE | Buy | ENERGY SELECT SECTOR SPDRR (MKT)mutual fund/sto | $28,000 | +55.6% | 580 | +23.4% | 0.02% | +40.0% |
| RIO | Buy | RIO TINTO PLCforeign stock | $28,000 | +460.0% | 367 | +409.7% | 0.02% | +425.0% |
| VPU | VANGUARD UTILITIES ETF (MKT)mutual fund/sto | $27,000 | +3.8% | 190 | 0.0% | 0.02% | -4.5% | |
| NWL | New | NEWELL BRANDS INC | $28,000 | – | 1,055 | +100.0% | 0.02% | – |
| TDOC | TELADOC HEALTH INC | $24,000 | -7.7% | 132 | 0.0% | 0.02% | -18.2% | |
| RDSA | ROYAL DUTCH SHELL PLCforeign stock | $24,000 | +14.3% | 600 | 0.0% | 0.02% | 0.0% | |
| NLY | Buy | ANNALY MORTGAGE MANAGEMENT INC | $23,000 | +283.3% | 2,623 | +254.5% | 0.02% | +260.0% |
| DLTR | DOLLAR TREE INC | $22,000 | +4.8% | 190 | 0.0% | 0.02% | -5.6% | |
| XLU | Buy | UTILITIES SELECT SECTOR SPDRRmutual fund/sto | $21,000 | +40.0% | 321 | +36.6% | 0.02% | +23.1% |
| ALC | ALCON INC ORDforeign stock | $19,000 | +5.6% | 273 | 0.0% | 0.01% | -6.7% | |
| ZTS | ZOETIS INC | $19,000 | -5.0% | 116 | 0.0% | 0.01% | -17.6% | |
| AAP | ADVANCE AUTO PARTS INC | $18,000 | +12.5% | 100 | 0.0% | 0.01% | 0.0% | |
| SWKS | SKYWORKS SOLUTIONS INC | $18,000 | +20.0% | 100 | 0.0% | 0.01% | +7.7% | |
| CCL | CARNIVAL CORP | $19,000 | +18.8% | 730 | 0.0% | 0.01% | 0.0% | |
| ABT | Sell | ABBOTT LABORATORIES | $17,000 | -19.0% | 141 | -26.2% | 0.01% | -27.8% |
| OHI | Buy | OMEGA HEALTHCARE INVESTORS INC | $17,000 | +240.0% | 458 | +255.0% | 0.01% | +225.0% |
| ORCL | Sell | ORACLE CORP | $17,000 | -46.9% | 239 | -51.1% | 0.01% | -51.9% |
| MLM | MARTIN MARIETTA MATERIALS INC | $17,000 | +21.4% | 50 | 0.0% | 0.01% | +8.3% | |
| FRDM | New | ALPHA ARCHITECT FREEDOM 100 EMmutual fund/sto | $17,000 | – | 500 | +100.0% | 0.01% | – |
| FMC | FMC CORP | $17,000 | 0.0% | 150 | 0.0% | 0.01% | -13.3% | |
| IBDU | ISHARES IBOND DEC 2029 TERMmutual fund/cor | $16,000 | -5.9% | 611 | 0.0% | 0.01% | -20.0% | |
| GE | GENERAL ELECTRIC CO | $16,000 | +23.1% | 1,200 | 0.0% | 0.01% | +9.1% | |
| HPE | HEWLETT PACKARD ENTERPRISE CO | $14,000 | +27.3% | 900 | 0.0% | 0.01% | +22.2% | |
| PGX | New | INVESCO PREFERRED ETFmutual fund/cor | $15,000 | – | 1,000 | +100.0% | 0.01% | – |
| NEEPRQ | New | NEXTERA ENERGY INC | $15,000 | – | 300 | +100.0% | 0.01% | – |
| DKNG | New | DRAFTKINGS INC | $14,000 | – | 235 | +100.0% | 0.01% | – |
| IBMJ | ISHARES TR IBONDSmutual funds/mu | $15,000 | 0.0% | 574 | 0.0% | 0.01% | -15.4% | |
| IAU | ISHARES GOLD TRUST (MKT)mutual fund/sto | $14,000 | -6.7% | 832 | 0.0% | 0.01% | -15.4% | |
| EXAS | EXACT SCIENCES CORP | $13,000 | 0.0% | 100 | 0.0% | 0.01% | -9.1% | |
| MGNI | New | MAGNITE INC | $13,000 | – | 317 | +100.0% | 0.01% | – |
| IEI | New | ISHARES 3-7 YEAR TREASURY BONDmutual fund/gov | $13,000 | – | 100 | +100.0% | 0.01% | – |
| EL | ESTEE LAUDER COS INC | $13,000 | +8.3% | 44 | 0.0% | 0.01% | 0.0% | |
| CRM | SALESFORCE COM INC | $13,000 | -7.1% | 61 | 0.0% | 0.01% | -16.7% | |
| OGE | OGE ENERGY CORP | $13,000 | 0.0% | 400 | 0.0% | 0.01% | -9.1% | |
| PENN | New | PENN NATIONAL GAMING INC | $12,000 | – | 118 | +100.0% | 0.01% | – |
| FLOT | New | ISHARES FLOATING RATE BOND ETFmutual fund/cor | $10,000 | – | 200 | +100.0% | 0.01% | – |
| IBDR | ISHARES IBONDS DEC 2026mutual fund/cor | $11,000 | -8.3% | 429 | 0.0% | 0.01% | -20.0% | |
| KHC | KRAFT HEINZ CO | $10,000 | +11.1% | 248 | 0.0% | 0.01% | 0.0% | |
| ICE | INTERCONTINENTALEXCHANGE GROUP | $10,000 | 0.0% | 90 | 0.0% | 0.01% | -11.1% | |
| MPW | Buy | MEDICAL PROPERTIES TRUST INC | $11,000 | +266.7% | 511 | +318.9% | 0.01% | +166.7% |
| NKE | Sell | NIKE INC | $11,000 | -66.7% | 85 | -63.8% | 0.01% | -71.4% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $10,000 | -92.4% | 30 | -93.1% | 0.01% | -92.9% |
| NXPI | NXP SEMICONDUCTORS NVforeign stock | $10,000 | +25.0% | 50 | 0.0% | 0.01% | +14.3% | |
| AMT | AMERICAN TOWER CORP | $9,000 | 0.0% | 38 | 0.0% | 0.01% | -12.5% | |
| TME | New | TENCENT MUSIC ENTMT GROUPforeign stock | $9,000 | – | 462 | +100.0% | 0.01% | – |
| IHE | New | ISHARES US PHARMACEUTICALS (MKT)mutual fund/sto | $9,000 | – | 48 | +100.0% | 0.01% | – |
| IBDS | ISHARES IBONDS DEC 2027 TERMmutual fund/cor | $9,000 | 0.0% | 342 | 0.0% | 0.01% | -12.5% | |
| IBDT | ISHARES IBONDS DEC 2028 TERMmutual fund/cor | $9,000 | 0.0% | 320 | 0.0% | 0.01% | -12.5% | |
| KMI | KINDER MORGAN INC | $8,000 | +33.3% | 475 | 0.0% | 0.01% | +20.0% | |
| HAL | HALLIBURTON CO | $8,000 | +14.3% | 380 | 0.0% | 0.01% | 0.0% | |
| WFC | WELLS FARGO & COMPANY | $8,000 | +33.3% | 200 | 0.0% | 0.01% | +20.0% | |
| HOLX | HOLOGIC INC | $7,000 | 0.0% | 100 | 0.0% | 0.01% | -16.7% | |
| F | FORD MOTOR COMPANY | $6,000 | +50.0% | 500 | 0.0% | 0.01% | +66.7% | |
| GOLD | BARRICK GOLD CORPforeign stock | $6,000 | -14.3% | 300 | 0.0% | 0.01% | -16.7% | |
| ADM | ARCHER DANIELS | $6,000 | +20.0% | 100 | 0.0% | 0.01% | +25.0% | |
| OXY | OCCIDENTAL PETROLEUM CORP | $5,000 | +66.7% | 200 | 0.0% | 0.00% | +33.3% | |
| TSM | TAIWAN SEMICONDUCTORforeign stock | $5,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| AMD | ADVANCED MICRO DEVICES INC | $5,000 | -16.7% | 65 | 0.0% | 0.00% | -20.0% | |
| CI | CIGNA CORP | $4,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| CMI | Sell | CUMMINS INC | $4,000 | -92.3% | 16 | -93.1% | 0.00% | -93.3% |
| WY | WEYERHAEUSER CO | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| INTU | INTUIT INC | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| TJX | TJX COS INC NEW | $3,000 | 0.0% | 42 | 0.0% | 0.00% | -33.3% | |
| SWK | STANLEY BLACK & DECKER INC | $3,000 | +50.0% | 13 | 0.0% | 0.00% | 0.0% | |
| CAT | Sell | CATERPILLAR INC | $2,000 | -84.6% | 8 | -88.6% | 0.00% | -81.8% |
| COP | CONOCOPHILLIPS | $2,000 | +100.0% | 31 | 0.0% | 0.00% | +100.0% | |
| EA | ELECTRONICS ARTS INC | $2,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| AKAM | AKAMAI TECHNOLOGIES INC | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| APD | AIR PRODUCTS & CHEMICALS INC | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| A | AGILENT TECHNOLOGIES INC | $2,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| NDAQ | NASDAQ INC | $3,000 | 0.0% | 19 | 0.0% | 0.00% | -33.3% | |
| VIACA | VIACOMCBS INC | $3,000 | +50.0% | 56 | 0.0% | 0.00% | 0.0% | |
| GPN | GLOBAL PAYMENTS INC | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| WAB | WABTEC CORP | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| MSCI | MSCI INC | $2,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| LUMN | New | LUMEN TECHNOLOGIES INC | $2,000 | – | 126 | +100.0% | 0.00% | – |
| WM | WASTE MANAGEMENT INC | $2,000 | +100.0% | 12 | 0.0% | 0.00% | +100.0% | |
| LTHM | LIVENT CORP | $2,000 | -33.3% | 140 | 0.0% | 0.00% | -33.3% | |
| LEG | LEGGETT & PLATT INC | $2,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| LRCX | LAM RESEARCH CORP | $2,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,000 | 0.0% | 6 | 0.0% | 0.00% | -33.3% | |
| VMC | VULCAN MATERIALS CO | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| PRSP | PERSPECTA INC | $1,000 | – | 37 | 0.0% | 0.00% | – | |
| DG | DOLLAR GEN CORP | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| ROP | ROPER TECHNOLOGIES INC | $1,000 | – | 2 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETROLEUM CORP | $0 | – | 25 | 0.0% | 0.00% | – | |
| AAN | Sell | THE AARONS COMPANY INC | $0 | -100.0% | 7 | -97.3% | 0.00% | -100.0% |
| RNR | Sell | RENAISSANCERE HOLDINGS LTDforeign stock | $0 | -100.0% | 6 | -96.8% | 0.00% | -100.0% |
| MICRO FOCUS INTERNATIONALforeign stock | $0 | – | 99 | 0.0% | 0.00% | – | ||
| LUMN | Exit | CENTURYLINK INC | $0 | – | -126 | -100.0% | -0.00% | – |
| SNX | Exit | SYNNEX | $0 | – | -18 | -100.0% | -0.00% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -20 | -100.0% | -0.00% | – |
| STZ | Exit | CONSTELLATION BRANDS INC | $0 | – | -10 | -100.0% | -0.00% | – |
| CNXC | Exit | CONCENTRIX CORP | $0 | – | -18 | -100.0% | -0.00% | – |
| BBY | Exit | BEST BUY CO INC | $0 | – | -35 | -100.0% | -0.00% | – |
| PKG | Exit | PACKAGING CORP OF AMERICA | $0 | – | -36 | -100.0% | -0.00% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -10 | -100.0% | -0.00% | – |
| WYND | Exit | WYNDHAM DESTINATIONS, INC | $0 | – | -144 | -100.0% | -0.01% | – |
| LVS | Exit | LAS VEGAS SANDS CORP | $0 | – | -109 | -100.0% | -0.01% | – |
| ING | Exit | ING GROEP N Vforeign stock | $0 | – | -710 | -100.0% | -0.01% | – |
| WBK | Exit | WESTPAC BANKING CORPforeign stock | $0 | – | -494 | -100.0% | -0.01% | – |
| VB | Exit | VANGUARD SMALL CAP ETF (MKT)mutual fund/sto | $0 | – | -40 | -100.0% | -0.01% | – |
| UHS | Exit | UNIVERSAL HEALTH SERVICES | $0 | – | -100 | -100.0% | -0.01% | – |
| GRMN | Exit | GARMIN LTDforeign stock | $0 | – | -131 | -100.0% | -0.01% | – |
| ROKU | Exit | ROKU INC COM | $0 | – | -50 | -100.0% | -0.02% | – |
| EZU | Exit | ISHARES MSCI EMU INDEX (MKT)mutual fund/sto | $0 | – | -700 | -100.0% | -0.03% | – |
| PHDG | Exit | INVESCO S&P 500 DOWNSIDEmutual fund/sto | $0 | – | -2,672 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES MSCI EAFE (MKT) | 19 | Q2 2023 | 9.4% |
| VANGUARD EXTENDED MKTS INDEX | 19 | Q2 2023 | 5.1% |
| ISHARES S&P 500 INDEX | 19 | Q2 2023 | 4.7% |
| ISHARES INVSTMNT GRADE CORP BOND INDEX | 19 | Q2 2023 | 4.6% |
| MICROSOFT CORP | 19 | Q2 2023 | 4.4% |
| VANGUARD EMERGING MARKETS STOCK | 19 | Q2 2023 | 3.6% |
| ISHARES NAT'L AMT-FREE MUNI BOND | 19 | Q2 2023 | 3.6% |
| ISHARES CORE S&P MID-CAP (MKT) | 19 | Q2 2023 | 3.7% |
| ISHARES SHORT-TERM | 19 | Q2 2023 | 3.2% |
| ISHARES S&P SMALL CAP INDEX | 19 | Q2 2023 | 2.6% |
View First National Bank of South Miami's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-08 |
| 13F-HR | 2022-01-18 |
| 13F-HR | 2021-10-07 |
| 13F-HR | 2021-07-13 |
| 13F-HR | 2021-05-11 |
View First National Bank of South Miami'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.