First National Bank Of South Miami 13F annual report
First National Bank Of South Miami is an investment fund managing more than $124 billion ran by Barry Givner. There are currently 246 companies in Mr. Givner’s portfolio. The largest investments include Ishares Msci Eafe (mkt) and Microsoft, together worth $15.7 billion.
Limited to 30 biggest holdings
$124 billion Assets Under Management (AUM)
As of 5th July 2023, First National Bank Of South Miami’s top holding is 140,511 shares of Ishares Msci Eafe (mkt) currently worth over $10.2 billion and making up 8.2% of the portfolio value.
In addition, the fund holds 16,044 shares of Microsoft worth $5.46 billion, whose value grew 39.4% in the past six months.
The third-largest holding is Ishares Core Sp 500 (mkt) worth $4.63 billion and the next is Ishares Iboxx $ Invst Grade Crp worth $4.37 billion, with 40,385 shares owned.
Currently, First National Bank Of South Miami's portfolio is worth at least $124 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at First National Bank Of South Miami
The First National Bank Of South Miami office and employees reside in South Miami, Florida. According to the last 13-F report filed with the SEC, Barry Givner serves as the Executive Vice President Chief trust Officer at First National Bank Of South Miami.
Recent trades
In the most recent 13F filing, First National Bank Of South Miami revealed that it had opened a new position in
Janus Henderson Mortgage and bought 3,739 shares worth $171 million.
The investment fund also strengthened its position in Vanguard Real Estate Etf by buying
3,597 additional shares.
This makes their stake in Vanguard Real Estate Etf total 29,800 shares worth $2.49 billion.
On the other hand, there are companies that First National Bank Of South Miami is getting rid of from its portfolio.
First National Bank Of South Miami closed its position in Medtronic Plc on 12th July 2023.
It sold the previously owned 5,285 shares for $426 million.
Barry Givner also disclosed a decreased stake in Ishares Msci Eafe (mkt) by approximately 0.1%.
This leaves the value of the investment at $10.2 billion and 140,511 shares.
One of the smallest hedge funds
The two most similar investment funds to First National Bank Of South Miami are Hilltop Wealth Advisors and Aj Advisors. They manage $124 billion and $124 billion respectively.
Barry Givner investment strategy
First National Bank Of South Miami’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 10.0% of
the total portfolio value.
The fund focuses on investments in the United States as
54.5% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
52% of the total holdings value.
On the other hand, small-cap stocks make up only 2.0% of the portfolio.
The average market cap of the portfolio companies is close to $133 billion.
The complete list of First National Bank Of South Miami trades based on 13F SEC filings
These positions were updated on July 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Msci Eafe (mkt) |
4.06%
140,511
|
$10,187,078,000 | 8.19% |
| Microsoft Corporation |
2.98%
16,044
|
$5,463,624,000 | 4.40% |
| Ishares Core Sp 500 (mkt) |
0.84%
10,382
|
$4,627,361,000 | 3.72% |
| Ishares Iboxx $ Invst Grade Crp |
1.65%
40,385
|
$4,367,233,000 | 3.51% |
| Vanguard Extended Market Index |
1.05%
28,767
|
$4,281,391,000 | 3.44% |
| Ishares Core Sp Mid-cap (mkt) |
2.62%
15,858
|
$4,146,546,000 | 3.34% |
| Ishares Short-term |
1.51%
67,577
|
$3,390,336,000 | 2.73% |
| Vanguard Emerging Markets Stock |
9.36%
76,058
|
$3,094,038,000 | 2.49% |
| Ishares Core Sp Small-cap (mkt) |
2.09%
27,678
|
$2,758,112,000 | 2.22% |
| Ishares National Muni Bond Etf |
No change
24,330
|
$2,596,738,000 | 2.09% |
| Vanguard Real Estate Etf |
13.73%
29,800
|
$2,490,090,000 | 2.00% |
| Apple Inc |
5.92%
11,771
|
$2,283,223,000 | 1.84% |
| Home Depot, Inc. |
4.12%
6,393
|
$1,985,922,000 | 1.60% |
| Ishares Commodities Select |
24.02%
68,073
|
$1,768,540,000 | 1.42% |
| Exxon Mobil Corp. |
3.18%
16,218
|
$1,739,389,000 | 1.40% |
| Ishares Pfd Inc Securities Etf |
0.81%
52,114
|
$1,611,883,000 | 1.30% |
| Jpmorgan Chase Co |
4.95%
10,417
|
$1,515,046,000 | 1.22% |
| Ishares North American |
1.72%
4,336
|
$1,499,866,000 | 1.21% |
| Technology Select Sector Spdrr |
No change
8,383
|
$1,457,468,000 | 1.17% |
| Costco Wholesale Corp |
2.21%
2,650
|
$1,426,706,000 | 1.15% |
| Alphabet Inc |
3.41%
12,405
|
$1,499,340,000 | 1.21% |
| Johnson Johnson |
0.42%
7,780
|
$1,287,747,000 | 1.04% |
| Pfizer Inc. |
1.63%
33,612
|
$1,232,888,000 | 0.99% |
| Ishares Core Us Aggbd Bd Etf |
3.44%
12,481
|
$1,222,512,000 | 0.98% |
| Vanguard Total Stock Market Etf |
0.88%
5,519
|
$1,215,727,000 | 0.98% |
| Invesco Currencyshares |
No change
11,125
|
$1,106,439,000 | 0.89% |
| Berkshire Hathaway Inc. |
1.86%
3,174
|
$1,082,334,000 | 0.87% |
| NextEra Energy Inc |
3.12%
14,554
|
$1,079,905,000 | 0.87% |
| Automatic Data Processing Inc. |
1.34%
4,867
|
$1,069,721,000 | 0.86% |
| Amazon.com Inc. |
2.95%
7,796
|
$1,016,289,000 | 0.82% |
| Ishares Sp Mid-cap 400 Value |
6.56%
9,317
|
$998,129,000 | 0.80% |
| CSX Corp. |
2.03%
29,028
|
$989,855,000 | 0.80% |
| iShares Short Treasury Bond ETF |
No change
8,851
|
$977,595,000 | 0.79% |
| Att Inc |
1.05%
60,803
|
$969,804,000 | 0.78% |
| United Parcel Service, Inc. |
1.47%
5,401
|
$968,134,000 | 0.78% |
| Chevron Corp. |
6.20%
5,978
|
$940,639,000 | 0.76% |
| Comcast Corp |
7.14%
21,528
|
$894,491,000 | 0.72% |
| Eli Lilly Co |
11.24%
1,895
|
$888,717,000 | 0.71% |
| Blackrock Inc. |
8.70%
1,239
|
$856,326,000 | 0.69% |
| Darden Restaurants, Inc. |
5.83%
5,105
|
$852,943,000 | 0.69% |
| Walmart Inc |
4.34%
5,376
|
$845,001,000 | 0.68% |
| Oracle Corp. |
14.49%
6,971
|
$830,175,000 | 0.67% |
| American Express Co. |
14.05%
4,600
|
$801,319,000 | 0.64% |
| Emerson Electric Co. |
6.38%
8,757
|
$791,544,000 | 0.64% |
| Philip Morris International Inc |
6.96%
7,971
|
$778,130,000 | 0.63% |
| Procter Gamble Co |
1.83%
4,895
|
$742,767,000 | 0.60% |
| Coca-Cola Co |
4.98%
12,182
|
$733,602,000 | 0.59% |
| Duke Energy Corp. |
3.47%
8,068
|
$724,024,000 | 0.58% |
| Bristol-Myers Squibb Co. |
7.94%
11,148
|
$712,918,000 | 0.57% |
| Spdr Sp 500 (mkt) |
11.75%
1,607
|
$712,349,000 | 0.57% |
| Unitedhealth Group Inc |
5.45%
1,470
|
$706,541,000 | 0.57% |
| NVIDIA Corp |
31.34%
1,650
|
$697,984,000 | 0.56% |
| Ishares Select Dividend (mkt) |
0.52%
6,151
|
$696,911,000 | 0.56% |
| Cisco Systems, Inc. |
8.33%
13,249
|
$685,505,000 | 0.55% |
| Verizon Communications Inc |
2.81%
18,336
|
$681,916,000 | 0.55% |
| Ishares Sp Midcap 400 Growth |
21.63%
8,802
|
$660,150,000 | 0.53% |
| Danaher Corp. |
0.16%
2,533
|
$607,920,000 | 0.49% |
| Kimberly-Clark Corp. |
4.67%
4,367
|
$602,906,000 | 0.49% |
| Meta Platforms Inc |
6.13%
2,083
|
$597,780,000 | 0.48% |
| Abbvie Inc |
7.17%
4,154
|
$559,671,000 | 0.45% |
| Southern Company |
9.24%
7,947
|
$558,281,000 | 0.45% |
| Accenture plc |
21.36%
1,484
|
$457,933,000 | 0.37% |
| Ishares Ibonds Dec 2023 Term |
9.58%
17,634
|
$445,964,000 | 0.36% |
| Ishares Mbs (mkt) |
33.86%
4,671
|
$435,643,000 | 0.35% |
| Merck Co Inc |
4.54%
3,764
|
$434,328,000 | 0.35% |
| Elevance Health |
0.21%
977
|
$434,073,000 | 0.35% |
| Pepsico Inc |
0.17%
2,333
|
$432,118,000 | 0.35% |
| Medtronic Plc |
Closed
5,285
|
$426,077,000 | |
| General Mills, Inc. |
21.43%
5,500
|
$421,850,000 | 0.34% |
| Invesco Exchange Traded Fd Tr |
Closed
2,725
|
$394,090,000 | |
| Ishares North American Tech |
No change
970
|
$381,084,000 | 0.31% |
| International Business Machines Corp. |
9.69%
2,816
|
$376,810,000 | 0.30% |
| General Dynamics Corp. |
0.18%
1,680
|
$361,454,000 | 0.29% |
| Travelers Companies Inc. |
3.35%
2,077
|
$360,693,000 | 0.29% |
| Fortinet Inc |
7.68%
4,727
|
$357,313,000 | 0.29% |
| Pulte Group Inc |
24.64%
4,588
|
$356,396,000 | 0.29% |
| Caci International Inc. |
7.43%
1,034
|
$352,427,000 | 0.28% |
| Sp Global Inc |
18.74%
863
|
$345,969,000 | 0.28% |
| Ishares Ibonds Dec 2024 |
No change
13,504
|
$332,468,000 | 0.27% |
| Ishares Russell 2000 (mkt) |
0.17%
1,765
|
$330,533,000 | 0.27% |
| Vanguard Interm-tm Govt Bd Idx |
16.08%
5,549
|
$325,503,000 | 0.26% |
| Valero Energy Corp. |
3.67%
2,757
|
$323,399,000 | 0.26% |
| Cbre Group, Inc. |
14.84%
3,969
|
$320,338,000 | 0.26% |
| Applied Materials Inc. |
11.17%
2,211
|
$319,577,000 | 0.26% |
| Ishares Sp 500 Growth (mkt) |
6.11%
4,532
|
$319,415,000 | 0.26% |
| Ishares Sp 500 Value (mkt) |
4.39%
1,940
|
$312,709,000 | 0.25% |
| CVS Health Corp |
6.97%
4,487
|
$310,185,000 | 0.25% |
| Progressive Corp. |
16.67%
2,285
|
$302,467,000 | 0.24% |
| Mondelez International Inc. |
No change
4,051
|
$295,480,000 | 0.24% |
| Ishares Sp Small-cap 600 Growth |
40.96%
2,423
|
$278,476,000 | 0.22% |
| Phillips 66 |
4.67%
2,817
|
$268,687,000 | 0.22% |
| Lockheed Martin Corp. |
11.66%
576
|
$265,179,000 | 0.21% |
| Eaton Corp Plc |
13.47%
1,285
|
$258,415,000 | 0.21% |
| Genuine Parts Co. |
8.48%
1,501
|
$254,017,000 | 0.20% |
| VanEck Vectors Biotech ETF |
34.18%
1,598
|
$249,369,000 | 0.20% |
| Darling Ingredients Inc |
27.73%
3,842
|
$245,083,000 | 0.20% |
| Gilead Sciences, Inc. |
0.95%
3,134
|
$241,539,000 | 0.19% |
| Disney Walt Co |
24.82%
2,677
|
$239,002,000 | 0.19% |
| Fastenal Co. |
14.73%
4,001
|
$236,018,000 | 0.19% |
| Colgate-Palmolive Co. |
No change
3,040
|
$234,203,000 | 0.19% |
| Steel Dynamics Inc. |
20.99%
2,134
|
$232,457,000 | 0.19% |
| MetLife, Inc. |
10.13%
4,082
|
$230,756,000 | 0.19% |
| Paccar Inc. |
0.26%
2,737
|
$228,784,000 | 0.18% |
| Kinder Morgan Inc |
No change
13,265
|
$228,424,000 | 0.18% |
| Conocophillips |
30.02%
2,161
|
$223,900,000 | 0.18% |
| Consumer Discret Select Sector |
No change
1,304
|
$221,433,000 | 0.18% |
| Vanguard Information Technology |
No change
498
|
$220,196,000 | 0.18% |
| Starbucks Corp. |
0.18%
2,210
|
$218,924,000 | 0.18% |
| Ishares Ibonds Dec 2025 Term |
7.78%
8,953
|
$218,274,000 | 0.18% |
| Health Care Select Sector Spdrr |
No change
1,591
|
$211,173,000 | 0.17% |
| Tesla Inc |
221.60%
804
|
$210,463,000 | 0.17% |
| Citigroup Inc |
14.22%
4,567
|
$210,265,000 | 0.17% |
| Spdr Bloomberg Barclays |
No change
2,289
|
$210,176,000 | 0.17% |
| BP plc |
12.52%
5,905
|
$208,387,000 | 0.17% |
| Bank Of America Corp. |
11.38%
7,258
|
$208,232,000 | 0.17% |
| Caterpillar Inc. |
22.03%
842
|
$207,173,000 | 0.17% |
| ON Semiconductor Corp. |
173.31%
2,181
|
$206,280,000 | 0.17% |
| Industrial Select Sector Spdrr |
No change
1,911
|
$205,090,000 | 0.16% |
| Allstate Corp (The) |
14.92%
1,876
|
$204,559,000 | 0.16% |
| Walgreens Boots Alliance Inc |
12.20%
7,139
|
$203,391,000 | 0.16% |
| Marriott International, Inc. |
37.55%
1,099
|
$201,876,000 | 0.16% |
| Adobe Systems Incorporated |
12.60%
411
|
$200,979,000 | 0.16% |
| Pnc Finl Svcs Group Inc |
10.25%
1,594
|
$200,765,000 | 0.16% |
| Spdr Gold Shares (mkt) |
No change
1,100
|
$196,097,000 | 0.16% |
| PPL Corp |
10.23%
7,386
|
$195,434,000 | 0.16% |
| Target Corp |
14.04%
1,457
|
$192,177,000 | 0.15% |
| NRG Energy Inc. |
3.98%
5,048
|
$188,747,000 | 0.15% |
| Celanese Corp Del Com |
30.44%
1,629
|
$188,642,000 | 0.15% |
| Paychex Inc. |
13.36%
1,679
|
$187,831,000 | 0.15% |
| Vanguard Ftse Developed Markets |
23.26%
4,064
|
$187,676,000 | 0.15% |
| Morgan Stanley |
6.55%
2,196
|
$187,539,000 | 0.15% |
| Nutrien Ltd |
0.82%
3,159
|
$186,540,000 | 0.15% |
| Toronto Dominion Bank Ontario |
11.39%
2,940
|
$182,307,000 | 0.15% |
| Financial Select Sector Spdr |
No change
5,239
|
$176,607,000 | 0.14% |
| Boeing Co. |
24.70%
823
|
$173,786,000 | 0.14% |
| Janus Henderson Mortgage |
Opened
3,739
|
$171,097,000 | 0.14% |
| Vanguard Lg-term Treasury |
28.91%
2,671
|
$169,690,000 | 0.14% |
| Fedex Corp |
12.92%
673
|
$166,840,000 | 0.13% |
| Oneok Inc. |
30.82%
2,669
|
$164,730,000 | 0.13% |
| Franklin Resources, Inc. |
12.89%
6,141
|
$164,026,000 | 0.13% |
| Delta Air Lines, Inc. |
72.62%
3,442
|
$163,632,000 | 0.13% |
| Invesco Limited |
Closed
9,397
|
$154,110,000 | |
| EOG Resources, Inc. |
34.62%
1,326
|
$151,747,000 | 0.12% |
| International Paper Co. |
11.28%
4,737
|
$150,685,000 | 0.12% |
| Intel Corp. |
18.08%
4,504
|
$150,615,000 | 0.12% |
| Mcdonalds Corp Com |
No change
486
|
$145,028,000 | 0.12% |
| Consolidated Edison, Inc. |
No change
1,600
|
$144,640,000 | 0.12% |
| Vanguard Consumer Staples Etf |
No change
710
|
$138,060,000 | 0.11% |
| Novartis AG |
No change
1,366
|
$137,843,000 | 0.11% |
| Qualcomm, Inc. |
2.82%
1,131
|
$134,638,000 | 0.11% |
| Ishares 0-3 Treasry Bd |
Opened
1,334
|
$134,240,000 | 0.11% |
| Raytheon Technologies Corporation |
2.56%
1,370
|
$134,205,000 | 0.11% |
| Communication Services Select |
No change
2,001
|
$130,225,000 | 0.10% |
| Rio Tinto plc |
26.73%
1,987
|
$126,849,000 | 0.10% |
| Honeywell International Inc |
No change
600
|
$124,500,000 | 0.10% |
| Vanguard Short-term Corp Bd Idx |
7.94%
1,612
|
$121,963,000 | 0.10% |
| Vanguard Short-term Government |
7.31%
2,105
|
$121,522,000 | 0.10% |
| Travel Plus Leisure Co |
39.41%
2,917
|
$117,673,000 | 0.09% |
| Altria Group Inc. |
5.52%
2,550
|
$115,515,000 | 0.09% |
| Fortune Brands Innovations Inc |
No change
1,600
|
$115,120,000 | 0.09% |
| Carmax Inc |
31.83%
1,328
|
$111,155,000 | 0.09% |
| Microchip Technology, Inc. |
13.62%
1,230
|
$110,195,000 | 0.09% |
| Us Bancorp |
8.48%
3,205
|
$105,892,000 | 0.09% |
| Textron Inc. |
70.91%
1,557
|
$105,302,000 | 0.08% |
| Sysco Corp. |
5.75%
1,410
|
$104,622,000 | 0.08% |
| Consumer Staples Select Sector |
No change
1,388
|
$102,948,000 | 0.08% |
| Cognizant Technology Solutions Corp. |
5.06%
1,576
|
$102,882,000 | 0.08% |
| BorgWarner Inc |
Opened
1,953
|
$95,522,000 | 0.08% |
| Advanced Micro Devices Inc. |
1,083.08%
769
|
$87,595,000 | 0.07% |
| Vanguard Long-term Corp Bond Idx |
36.65%
1,075
|
$84,376,000 | 0.07% |
| Aflac Inc. |
No change
1,200
|
$83,760,000 | 0.07% |
| Miners Etf |
No change
2,700
|
$81,297,000 | 0.07% |
| Omega Healthcare Investors, Inc. |
14.19%
2,516
|
$77,218,000 | 0.06% |
| Invesco Exchng Traded Tr Ii |
Closed
3,474
|
$72,259,000 | |
| Four Corners Ppty Tr Inc |
No change
2,648
|
$67,259,000 | 0.05% |
| Wisdomtree Smallcap Dividend |
22.49%
2,281
|
$65,670,000 | 0.05% |
| Ishares Russell 1000 Growth |
No change
221
|
$60,815,000 | 0.05% |
| AMGEN Inc. |
42.42%
266
|
$59,057,000 | 0.05% |
| Wisdomtree Us Midcap |
18.18%
1,400
|
$58,870,000 | 0.05% |
| Discover Financial Services |
No change
500
|
$58,425,000 | 0.05% |
| Newell Brands Inc. |
8.51%
6,573
|
$57,186,000 | 0.05% |
| Edwards Lifesciences Corp |
No change
600
|
$56,598,000 | 0.05% |
| NVR Inc. |
Closed
10
|
$55,722,000 | |
| Spdr Barclays International |
0.93%
2,393
|
$53,962,000 | 0.04% |
| Vanguard Interm-tm Corp Bd Idx |
9.69%
671
|
$53,029,000 | 0.04% |
| Baxter International Inc. |
No change
1,100
|
$50,116,000 | 0.04% |
| Ishares International Select Div |
66.51%
1,884
|
$49,606,000 | 0.04% |
| Snap-on, Inc. |
Closed
200
|
$49,378,000 | |
| Energy Select Sector Spdrr (mkt) |
No change
580
|
$47,079,000 | 0.04% |
| Ulta Beauty Inc |
No change
100
|
$47,060,000 | 0.04% |
| Materials Select Sector Spdrr |
No change
561
|
$46,491,000 | 0.04% |
| Vanguard Total Bond Market Etf |
No change
639
|
$46,450,000 | 0.04% |
| Netflix Inc. |
No change
100
|
$44,049,000 | 0.04% |
| Wisdomtree Emerging Markets |
27.04%
1,147
|
$43,896,000 | 0.04% |
| American Electric Power Company Inc. |
No change
500
|
$42,100,000 | 0.03% |
| Mckesson Corporation |
Closed
108
|
$38,454,000 | |
| Weyerhaeuser Co. |
No change
1,100
|
$36,861,000 | 0.03% |
| Spdr Sp Midcap 400 Etf Trust |
No change
75
|
$35,918,000 | 0.03% |
| High Yield Etf |
No change
1,364
|
$34,783,000 | 0.03% |
| Southwest Airlines Co |
Closed
977
|
$31,792,000 | |
| Union Pacific Corp. |
No change
149
|
$30,488,000 | 0.02% |
| Carrier Global Corporation |
No change
600
|
$29,826,000 | 0.02% |
| Ishares Ibonds Dec 2027 Term |
Closed
1,300
|
$29,458,000 | |
| Spdr Sp Biotech Etf (mkt) |
25.00%
345
|
$28,704,000 | 0.02% |
| Dollar Tree Inc |
No change
190
|
$27,265,000 | 0.02% |
| Vanguard Utilities Etf (mkt) |
No change
190
|
$27,012,000 | 0.02% |
| Otis Worldwide Corporation |
No change
300
|
$26,703,000 | 0.02% |
| Medical Properties Trust Inc |
9.46%
2,814
|
$26,058,000 | 0.02% |
| GSK Plc |
23.92%
725
|
$25,840,000 | 0.02% |
| Ishares Ibonds Dec 2029 Term |
Closed
1,125
|
$24,941,000 | |
| Paramount Global |
No change
1,606
|
$25,700,000 | 0.02% |
| Martin Marietta Materials, Inc. |
No change
50
|
$23,085,000 | 0.02% |
| Viatris Inc. |
No change
2,287
|
$22,823,000 | 0.02% |
| Invesco Financial Preferred Etf |
54.67%
1,491
|
$21,396,000 | 0.02% |
| Utilities Select Sector Spdrr |
No change
321
|
$21,006,000 | 0.02% |
| PayPal Holdings Inc |
83.54%
304
|
$20,286,000 | 0.02% |
| Ishares Ibonds Dec 2026 |
Closed
850
|
$20,171,000 | |
| Vertex Pharmaceuticals, Inc. |
Closed
62
|
$19,534,000 | |
| Zoetis Inc |
No change
100
|
$17,221,000 | 0.01% |
| General Electric Co. |
No change
149
|
$16,367,000 | 0.01% |
| Ishares Ibonds Dec 2028 Term |
Closed
650
|
$16,211,000 | |
| FMC Corp. |
No change
150
|
$15,651,000 | 0.01% |
| Ishares Msci Emerging Markets |
6.39%
381
|
$15,073,000 | 0.01% |
| Oge Energy Corp. |
No change
400
|
$14,364,000 | 0.01% |
| Masterbrand Inc |
Closed
1,600
|
$12,864,000 | |
| Halliburton Co. |
No change
380
|
$12,536,000 | 0.01% |
| Ishares Ibonds Dec 2032 |
Closed
517
|
$12,351,000 | |
| Royal Dutch Shell PLC |
No change
200
|
$12,075,000 | 0.01% |
| Dominion Energy Inc |
72.69%
207
|
$10,721,000 | 0.01% |
| NXP Semiconductors NV |
No change
50
|
$10,234,000 | 0.01% |
| Intercontinentalexchange Group |
No change
90
|
$10,177,000 | 0.01% |
| Ishares Ibonds Dec 2031 |
Closed
475
|
$9,804,000 | |
| Exact Sciences Corp. |
No change
100
|
$9,390,000 | 0.01% |
| Nike, Inc. |
No change
85
|
$9,381,000 | 0.01% |
| Saleforce |
No change
44
|
$9,295,000 | 0.01% |
| Kraft Heinz Co |
No change
248
|
$8,805,000 | 0.01% |
| Estee Lauder Cos., Inc. |
No change
44
|
$8,641,000 | 0.01% |
| Hologic, Inc. |
No change
100
|
$8,097,000 | 0.01% |
| Abbott Laboratories |
No change
70
|
$7,631,000 | 0.01% |
| Archer Daniels |
No change
100
|
$7,556,000 | 0.01% |
| Wells Fargo Company |
Closed
200
|
$7,476,000 | |
| Ford Motor Co. |
Closed
500
|
$6,300,000 | |
| American Tower Corp. |
No change
30
|
$5,818,000 | 0.00% |
| Cigna Group (The) |
No change
18
|
$5,051,000 | 0.00% |
| Alcon Inc Ord |
No change
60
|
$4,927,000 | 0.00% |
| Livent Corp |
No change
140
|
$3,840,000 | 0.00% |
| Visa Inc |
96.98%
14
|
$3,325,000 | 0.00% |
| HP Inc |
88.89%
100
|
$3,070,000 | 0.00% |
| Warner Bros.Discovery Inc |
No change
240
|
$3,009,000 | 0.00% |
| Ge Healthcare Technologies Inc |
24.49%
37
|
$3,006,000 | 0.00% |
| Mastercard Incorporated |
97.53%
7
|
$2,753,000 | 0.00% |
| Carnival Corp. |
50.17%
146
|
$2,749,000 | 0.00% |
| Lowes Companies Inc Com |
98.29%
10
|
$2,257,000 | 0.00% |
| Ishares Ibonds 2024 Term Hy And |
Closed
90
|
$2,082,000 | |
| Ishares Ibonds 2023 Term Hy |
Closed
85
|
$2,007,000 | |
| Northrop Grumman Corp. |
86.67%
4
|
$1,823,000 | 0.00% |
| Hewlett Packard Enterprise Co |
88.89%
100
|
$1,679,000 | 0.00% |
| RenaissanceRe Holdings Ltd |
No change
6
|
$1,119,000 | 0.00% |
| Teradyne, Inc. |
96.72%
9
|
$1,002,000 | 0.00% |
| Exelon Corp. |
96.86%
23
|
$937,000 | 0.00% |
| L3Harris Technologies Inc |
98.07%
4
|
$783,000 | 0.00% |
| Cummins Inc. |
87.50%
2
|
$490,000 | 0.00% |
| PROG Holdings, Inc. |
96.72%
15
|
$482,000 | 0.00% |
| Lumen Technologies, Inc. |
No change
126
|
$285,000 | 0.00% |
| Wabtec Corp |
No change
2
|
$220,000 | 0.00% |
| Organon Co |
No change
10
|
$208,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 266 holdings | |||
Hedge funds similar to First National Bank Of South Miami
- Aubrey Capital Management Ltd
- Cooper/haims Advisors
- Cassia Capital Partners
- Sterling Investment Management
- Guidance
- Patient Square Capital L.P.
- Aj Advisors
- Hilltop Wealth Advisors
- Lifeguide Advisors
- Asset Planning Corporation
- Meredith Wealth Planning
- Jackson Hill Advisors
- Revolution Growth Management
- Boulder Hill Capital Management L.P.