FineMark National Bank & Trust

Q1 2025 13F Holdings

  • Location
    fort myers, FL
  • Num holdings

    447

  • Value ($000)

    $2,740,071

  • Date Filed
    05/13/2025
  • Form type
    13F-HR
  • CIK
    0001537720
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
UPS
UPS

UNITED PARCEL SERVICE INC

CL B
911312106
$188.74M
7 %

1,715,950

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$155.54M
6 %

278,056

AAPL
AAPL

APPLE INC

COM
037833100
$127.18M
5 %

572,530

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$125.74M
5 %

223,777

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$73.65M
3 %

196,197

MDY
MDY

SPDR S&P MIDCAP 400 ETF TR

UTSER1 S&PDCRP
78467Y107
$66.18M
2 %

124,050

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$50.24M
2 %

463,591

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$47.71M
2 %

239,159

AVGO
AVGO

BROADCOM INC

COM
11135F101
$47.46M
2 %

283,487

AMZN
AMZN

AMAZON COM INC

COM
023135106
$42.29M
2 %

222,276

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