CANANDAIGUA NATIONAL BANK & TRUST CO
Q1 2025 13F Holdings
- Locationcanandaigua, NY
- Num holdings
304
- Value ($000)
$1,003,577
- Date Filed04/25/2025
- Form type13F-HR
- CIK0001074266
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IUSV iShares Core S&P US Value ETF | COM | 464287663 | $73.89M | 7 % | 800,667 | ||
KRE SPDR S&P 500 Growth ETF | COM | 78464A409 | $44.84M | 5 % | 557,906 | ||
SPY SPDR S&P 500 ETF Trust | COM | 78462F103 | $38.32M | 4 % | 68,510 | ||
FNDF Schwab Fundamental Intl Equity ETF | COM | 808524755 | $34.65M | 4 % | 958,730 | ||
MSFT Microsoft Corporation | COM | 594918104 | $31.30M | 3 % | 83,379 | ||
MDYV Spdr S P 400 Mid Cap Value ETF | COM | 78464A839 | $30.78M | 3 % | 399,512 | ||
AAPL Apple Inc | COM | 037833100 | $27.82M | 3 % | 125,236 | ||
XOM Exxon-Mobil Corp | COM | 30231G102 | $25.81M | 3 % | 217,053 | ||
JPM JP Morgan Chase & Co | COM | 46625H100 | $21.75M | 2 % | 88,684 | ||
SPDR S&P 600 Small Cap Value ETF | COM | 78464A300 | $16.85M | 2 % | 214,951 |
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