FN
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First National Bank of Mount Dora, Trust Investment Services13F | |
| First National Bank of Mount Dora, Trust Investmen | |
| Last update 2025-04-15 | 129 Stocks (4 new) |
| Value $409.00 Mil | Turnover 15 % |
First National Bank of Mount D... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 68,151 | 15,138.4 | -2.69% | 3.700 | -0.11% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
NVDA | NVIDIA Corp | 133,041 | 14,419.0 | +11.12% | 3.520 | +0.35% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
SPY | SPDR S&P 500 ETF Trust | 23,436 | 13,109.9 | -27.02% | 3.200 | -1.19% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
MSFT | Microsoft Corp | 34,507 | 12,953.6 | +11.44% | 3.170 | +0.33% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
COST | Costco Wholesale Corp | 12,911 | 12,211.0 | +16.93% | 2.980 | +0.43% | 0.000 | -4.25% | +4.03% | 421,724.5 | Retail - Defensive | |
LLY | Eli Lilly and Co | 14,093 | 11,639.5 | +41.99% | 2.840 | +0.84% | 0.000 | -7.94% | +0.34% | 692,791.6 | Drug Manufacturers | |
TMUS | T-Mobile US Inc | 41,219 | 10,993.5 | -17.76% | 2.690 | -0.46% | 0.000 | -12.97% | +3.66% | 257,984.5 | Telecommunication Services | |
PGR | Progressive Corp | 38,603 | 10,925.0 | +20.73% | 2.670 | +0.46% | 0.010 | -7.14% | +4.90% | 144,445.5 | Insurance | |
JPM | JPMorgan Chase & Co | 43,772 | 10,737.3 | +72.45% | 2.620 | +1.10% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks | |
XOM | Exxon Mobil Corp | 89,948 | 10,697.5 | +41.19% | 2.610 | +0.76% | 0.000 | +1.72% | +2.01% | 464,449.8 | Oil & Gas |
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
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MSI | Motorola Solutions Inc | 2025-03-31 | Reduce Reduce | -1.83% | 411.73 ($446.17) 482.1 | $420.46 | -5.76% | Reduce -88.97% | 2,096 | -16,912 | |
ORCL | Oracle Corp | 2025-03-31 | New Buy New Buy | +1.71% | 139.81 ($162.81) 186.47 | $245.45 | 50.76% | New holding | 50,114 | 50,114 | |
FTNT | Fortinet Inc | 2025-03-31 | New Buy New Buy | +1.26% | 92.49 ($101.38) 114.57 | $105.42 | 3.99% | New holding | 53,634 | 53,634 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -1.19% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Reduce -27.02% | 23,436 | -8,677 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +1.13% | 190.26 ($217) 242.06 | $226.13 | 4.21% | Add 97.2% | 49,378 | 24,338 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Add Add | +1.10% | 225.19 ($254.94) 279.95 | $291.27 | 14.25% | Add 72.45% | 43,772 | 18,390 | |
EA | Electronic Arts Inc | 2025-03-31 | Reduce Reduce | -1.07% | 116.53 ($135.03) 146.29 | $150.11 | 11.17% | Reduce -83.19% | 6,324 | -31,291 | |
GOOG | Alphabet Inc | 2025-03-31 | Add Add | +0.86% | 156.06 ($183.12) 207.71 | $185.94 | 1.54% | Add 68.45% | 55,236 | 22,445 | |
LLY | Eli Lilly and Co | 2025-03-31 | Add Add | +0.84% | 725.72 ($832.09) 929.72 | $771.71 | -7.26% | Add 41.99% | 14,093 | 4,168 | |
LHX | L3Harris Technologies Inc | 2025-03-31 | Reduce Reduce | -0.83% | 194.65 ($209.61) 222.86 | $264.77 | 26.32% | Reduce -59.59% | 11,473 | -16,916 |
First National Bank of Mount Dora, Trust Investment Services Total Holding History ($B)
First National Bank of Mount Dora, Trust Investment Services's Asset Allocation
First National Bank of Mount Dora, Trust Investment Services Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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First National Bank of Mount Dora, Trust Investment Services's Hypothetical Growth since 2025-03-31
First National Bank of Mount Dora, Trust Investment Services's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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First National Bank of Mount Dora, Trust Investment Services's Holdings Heat Map
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First National Bank of Mount Dora, Trust Investment Services's Holdings Bubble Chart
First National Bank of Mount Dora, Trust Investment Services News
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