FN

First National Bank of Mount Dora, Trust Investment Services

13F
First National Bank of Mount Dora, Trust Investmen
Last update 2024-10-30 137 Stocks (6 new)
Value $441.00 Mil Turnover 8 %
Countries:
Top Holdings: SPY(4.61%)AAPL(3.72%)NVDA(3.60%)MSFT(3.03%)AVGO(2.69%)
Portfolio Report
Summary Stock Picks Current Portfolio
First National Bank of Mount D... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
35,388
20304.220
+16.06%
4.610
+0.64%
0.000
+11.91%
+25.56%
617362.995
 
AAPL 		Apple Inc
70,378
16398.070
-2.74%
3.720
-0.10%
0.000
+3.19%
+17.04%
3389420.991
Hardware
NVDA 		NVIDIA Corp
130,572
15856.660
-32.07%
3.600
-1.84%
0.000
+36.03%
+199.51%
3637553.700
Semiconductors
MSFT 		Microsoft Corp
31,024
13349.630
-1.93%
3.030
-0.07%
0.000
+4.17%
+13.11%
3145177.615
Software
AVGO 		Broadcom Inc
68,843
11875.420
+1.14%
2.690
+0.03%
0.000
+18.96%
+59.57%
823048.917
Semiconductors
ABBV 		AbbVie Inc
56,248
11107.860
+12.88%
2.520
+0.29%
0.000
-9.32%
+14.44%
302340.038
Drug Manufacturers
TXN 		Texas Instruments Inc
50,727
10478.680
+6.20%
2.380
+0.14%
0.010
+11.52%
+28.38%
194101.451
Semiconductors
COST 		Costco Wholesale Corp
11,747
10413.950
-11.49%
2.360
-0.31%
0.000
+8.11%
+42.08%
413112.904
Retail - Defensive
TMUS 		T-Mobile US Inc
50,005
10319.030
+86.26%
2.340
+1.08%
0.000
+23.00%
+50.72%
277356.309
Telecommunication Services
ADBE 		Adobe Inc
18,132
9388.390
+3.65%
2.130
+0.08%
0.000
-0.85%
-11.76%
231730.084
Software

First National Bank of Mount Dora, Trust Investment Services's Historical Top Holdings Breakdowns

First National Bank of Mount Dora, Trust Investment Services's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA 		NVIDIA Corp2024-09-30Reduce
-1.84%
●
98.91 ($118.12) 134.91
$148.29
25.54%
Reduce -32.07%
130,572
-61,631
TMUS 		T-Mobile US Inc2024-09-30Add
+1.08%
●
175.14 ($191.43) 206.36
$239.00
24.85%
Add 86.26%
50,005
23,158
MSI 		Motorola Solutions Inc2024-09-30Add
+0.89%
●
385.65 ($416.92) 450.49
$497.45
19.32%
Add 89.34%
18,410
8,687
VZ 		Verizon Communications Inc2024-09-30Reduce
-0.82%
●
38.89 ($41.74) 45
$40.40
-3.21%
Reduce -64.94%
44,449
-82,346
META 		Meta Platforms Inc2024-09-30Add
+0.69%
●
453.41 ($514.55) 572.44
$584.82
13.66%
Add 121.83%
9,672
5,312
SPY 		S&P 500 ETF TRUST ETF2024-09-30Add
+0.64%
●
517.38 ($552.93) 573.76
$596.79
7.93%
Add 16.06%
35,388
4,896
TMO 		Thermo Fisher Scientific Inc2024-09-30Reduce
-0.52%
●
531.86 ($591.96) 624.21
$540.75
-8.65%
Reduce -63.14%
2,301
-3,942
AMAT 		Applied Materials Inc2024-09-30Add
+0.45%
●
174.75 ($205.11) 254.97
$186.61
-9.02%
Add 63.89%
25,360
9,886
AGG 		iShares Core U.S. Aggregate Bond ETF2024-09-30New Buy
+0.35%
●
96.25 ($99.77) 101.98
$97.72
-2.05%
New holding
15,348
15,348
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.35%
●
25.67 ($27.24) 28.35
$28.91
6.13%
Add 200%
82,452
18,323

First National Bank of Mount Dora, Trust Investment Services Total Holding History ($B)

To

First National Bank of Mount Dora, Trust Investment Services's Asset Allocation

To

First National Bank of Mount Dora, Trust Investment Services Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

First National Bank of Mount Dora, Trust Investment Services's Hypothetical Growth since 2024-09-30

First National Bank of Mount Dora, Trust Investment Services's Yearly Returns

Year Portfolio % % Excess Gain %

First National Bank of Mount Dora, Trust Investment Services's Holdings Heat Map

Size field:

First National Bank of Mount Dora, Trust Investment Services's Holdings Bubble Chart

First National Bank of Mount Dora, Trust Investment Services News

  • 1

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