First National Bank Of Mount Dora, Trust Investment Services Top Holdings and 13F Report (2025) About First National Bank Of Mount Dora, Trust Investment ServicesInvestment ActivityFirst National Bank Of Mount Dora, Trust Investment Services has $427.40 million in total holdings as of December 31, 2024.First National Bank Of Mount Dora, Trust Investment Services owns shares of 133 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 2.24% of the portfolio was purchased this quarter.About 2.82% of the portfolio was sold this quarter.This quarter, First National Bank Of Mount Dora, Trust Investment Services has purchased 137 new stocks and bought additional shares in 43 stocks.First National Bank Of Mount Dora, Trust Investment Services sold shares of 50 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $18,820,786Apple $17,537,663NVIDIA $16,078,675Broadcom $15,894,254Microsoft $13,051,747 Largest New Holdings this Quarter Bristol-Myers Squibb $236,024 HoldingWalt Disney $227,488 HoldingTortoise Energy Infrastructure $205,475 Holding Largest Purchases this Quarter United Parcel Service 27,472 shares (about $3.46M)Schwab US Dividend Equity ETF 54,968 shares (about $1.50M)Schwab US Broad Market ETF 54,626 shares (about $1.24M)Motorola Solutions 598 shares (about $276.41K)Bristol-Myers Squibb 4,173 shares (about $236.02K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 3,275 shares (about $1.92M)NVIDIA 10,841 shares (about $1.46M)Vanguard S&P 500 ETF 1,443 shares (about $777.50K)Costco Wholesale 705 shares (about $645.97K)Thomson Reuters 1,682 shares (about $269.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirst National Bank Of Mount Dora, Trust Investment Services Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$18,820,786$1,919,412 ▼-9.3%32,1134.4%FinanceAAPLApple$17,537,663$86,395 ▼-0.5%70,0334.1%Computer and TechnologyNVDANVIDIA$16,078,675$1,455,838 ▼-8.3%119,7313.8%Computer and TechnologyAVGOBroadcom$15,894,254$66,306 ▼-0.4%68,5573.7%Computer and TechnologyMSFTMicrosoft$13,051,747$24,868 ▼-0.2%30,9653.1%Computer and TechnologyTMUST-Mobile US$11,062,545$24,942 ▲0.2%50,1182.6%Computer and TechnologyABBVAbbVie$10,119,837$124,568 ▲1.2%56,9492.4%MedicalCOSTCostco Wholesale$10,117,453$645,970 ▼-6.0%11,0422.4%Retail/WholesaleWMTWalmart$9,915,821$203,559 ▼-2.0%109,7492.3%Retail/WholesaleTXNTexas Instruments$9,627,513$115,694 ▲1.2%51,3442.3%Computer and TechnologyMSIMotorola Solutions$8,786,066$276,413 ▲3.2%19,0082.1%Computer and TechnologyADBEAdobe$8,189,671$126,734 ▲1.6%18,4171.9%Computer and TechnologyPGProcter & Gamble$7,693,458$104,614 ▼-1.3%45,8901.8%Consumer StaplesLLYEli Lilly and Company$7,662,100$114,256 ▼-1.5%9,9251.8%MedicalPGRProgressive$7,661,289$226,431 ▼-2.9%31,9741.8%FinanceDEDeere & Company$7,480,423$66,097 ▼-0.9%17,6551.8%IndustrialsUPSUnited Parcel Service$7,443,808$3,464,219 ▲87.0%59,0311.7%TransportationPEGPublic Service Enterprise Group$7,105,861$226,433 ▼-3.1%84,1031.7%UtilitiesXOMExxon Mobil$6,852,746$112,841 ▲1.7%63,7051.6%EnergyHDHome Depot$6,565,761$31,897 ▲0.5%16,8791.5%Retail/WholesaleSPGIS&P Global$6,451,978$77,195 ▼-1.2%12,9551.5%Business ServicesCMCSAComcast$6,446,039$12,497 ▲0.2%171,7571.5%Consumer DiscretionaryGOOGAlphabet$6,244,717$136,736 ▼-2.1%32,7911.5%Computer and TechnologyTRIThomson Reuters$6,120,581$269,759 ▼-4.2%38,1631.4%Business ServicesJPMJPMorgan Chase & Co.$6,084,318$71,673 ▼-1.2%25,3821.4%FinanceLINDE PLC$5,982,375$30,144 ▲0.5%14,2891.4%SHSLHXL3Harris Technologies$5,969,638$16,192 ▲0.3%28,3891.4%AerospaceSHWSherwin-Williams$5,946,054$53,709 ▲0.9%17,4921.4%Basic MaterialsTJXTJX Companies$5,938,294$158,382 ▲2.7%49,1541.4%Retail/WholesaleMETAMeta Platforms$5,817,627$154,575 ▲2.7%9,9361.4%Computer and TechnologyVVisa$5,735,177$29,708 ▼-0.5%18,1471.3%Business ServicesEAElectronic Arts$5,503,073$1,902 ▲0.0%37,6151.3%Consumer DiscretionaryAMZNAmazon.com$5,493,525$83,807 ▼-1.5%25,0401.3%Retail/WholesaleMMCMarsh & McLennan Companies$5,284,123$44,819 ▲0.9%24,8771.2%FinanceVRTXVertex Pharmaceuticals$4,925,423$141,750 ▲3.0%12,2311.2%MedicalITWIllinois Tool Works$4,922,613$2,028 ▲0.0%19,4141.2%IndustrialsMRKMerck & Co., Inc.$4,881,781$43,075 ▲0.9%49,0731.1%MedicalJNJJohnson & Johnson$4,487,413$4,049 ▼-0.1%31,0291.0%MedicalVIGVanguard Dividend Appreciation ETF$4,316,2890.0%22,0411.0%ETFAMATApplied Materials$4,282,210$157,914 ▲3.8%26,3311.0%Computer and TechnologyUNHUnitedHealth Group$4,258,834$44,516 ▼-1.0%8,4191.0%MedicalICEIntercontinental Exchange$4,212,512$18,626 ▼-0.4%28,2701.0%FinanceHONHoneywell International$4,100,354$5,195 ▼-0.1%18,1521.0%Multi-Sector ConglomeratesWMWaste Management$3,941,563$36,120 ▼-0.9%19,5330.9%Business ServicesMCDMcDonald's$3,745,667$25,510 ▲0.7%12,9210.9%Retail/WholesalePSAPublic Storage$3,678,919$45,814 ▲1.3%12,2860.9%FinanceVLOValero Energy$3,616,894$87,897 ▲2.5%29,5040.8%EnergyVTIVanguard Total Stock Market ETF$3,591,0350.0%12,3910.8%ETFRSPInvesco S&P 500 Equal Weight ETF$3,491,8080.0%19,9270.8%ETFORLYO'Reilly Automotive$3,437,633$29,645 ▼-0.9%2,8990.8%Retail/WholesaleLMTLockheed Martin$3,389,431$15,550 ▲0.5%6,9750.8%AerospaceBRK.BBerkshire Hathaway$3,210,5820.0%7,0830.8%FinanceNSCNorfolk Southern$3,045,232$22,296 ▲0.7%12,9750.7%TransportationLABCORP HOLDINGS INC$2,672,495$19,263 ▲0.7%11,6540.6%COM SHSHCAHCA Healthcare$2,427,312$2,701 ▲0.1%8,0870.6%MedicalLENLennar$2,383,610$81,822 ▲3.6%17,4790.6%ConstructionCEGConstellation Energy$2,262,826$3,132 ▼-0.1%10,1150.5%EnergySCHDSchwab US Dividend Equity ETF$2,252,588$1,501,725 ▲200.0%82,4520.5%ETFPCARPACCAR$2,249,015$102,252 ▲4.8%21,6210.5%Auto/Tires/TrucksNEENextEra Energy$2,206,976$57,209 ▲2.7%30,7850.5%UtilitiesSCHBSchwab US Broad Market ETF$1,860,015$1,240,010 ▲200.0%81,9390.4%ETFVZVerizon Communications$1,654,945$122,569 ▼-6.9%41,3840.4%Computer and TechnologyEQIXEquinix$1,628,370$145,205 ▼-8.2%1,7270.4%FinanceMUBiShares National Muni Bond ETF$1,622,649$153,325 ▲10.4%15,2290.4%ETFAEPAmerican Electric Power$1,593,273$70,095 ▼-4.2%17,2750.4%UtilitiesXLKTechnology Select Sector SPDR Fund$1,526,725$28,367 ▲1.9%6,5660.4%ETFVOEVanguard Mid-Cap Value ETF$1,289,9530.0%7,9740.3%ETFPSXPhillips 66$1,225,544$28,369 ▼-2.3%10,7570.3%EnergyAPDAir Products and Chemicals$1,195,544$2,610 ▼-0.2%4,1220.3%Basic MaterialsMDYSPDR S&P MidCap 400 ETF Trust$1,087,897$45,566 ▼-4.0%1,9100.3%ETFVBRVanguard Small-Cap Value ETF$1,029,7430.0%5,1960.2%ETFARCCAres Capital$1,006,9830.0%46,0020.2%FinanceTMOThermo Fisher Scientific$1,005,604$191,445 ▼-16.0%1,9330.2%MedicalHIGThe Hartford Financial Services Group$971,908$17,176 ▼-1.7%8,8840.2%FinanceCVXChevron$939,576$32,010 ▼-3.3%6,4870.2%EnergyPFEPfizer$877,505$85,586 ▼-8.9%33,0760.2%MedicalAPHAmphenol$864,5820.0%12,4490.2%Computer and TechnologyADPAutomatic Data Processing$844,818$120,312 ▼-12.5%2,8860.2%Business ServicesBDXBecton, Dickinson and Company$808,791$69,195 ▼-7.9%3,5650.2%MedicalVYMVanguard High Dividend Yield ETF$779,1920.0%6,1070.2%ETFVXUSVanguard Total International Stock ETF$766,0900.0%13,0000.2%ETFCCitigroup$766,054$4,294 ▲0.6%10,8830.2%FinanceVOOVanguard S&P 500 ETF$747,868$777,503 ▼-51.0%1,3880.2%ETFIVViShares Core S&P 500 ETF$747,0340.0%1,2690.2%ETFGSThe Goldman Sachs Group$728,3720.0%1,2720.2%FinanceVIGIVanguard International Dividend Appreciation ETF$689,1930.0%8,6160.2%ETFHTDJohn Hancock Tax-Advantaged Dividend Income Fund$612,1560.0%27,8000.1%Financial ServicesKOCoca-Cola$589,975$2,055 ▼-0.3%9,4760.1%Consumer StaplesHTGCHercules Capital$587,5520.0%29,2460.1%FinanceWPCW. P. Carey$566,5920.0%10,4000.1%FinanceEMNEastman Chemical$526,641$6,575 ▲1.3%5,7670.1%Basic MaterialsKMBKimberly-Clark$518,655$14,283 ▲2.8%3,9580.1%Consumer StaplesRTXRTX$503,266$7,406 ▼-1.5%4,3490.1%AerospaceFIFiserv$486,433$26,088 ▼-5.1%2,3680.1%Business ServicesPEPPepsiCo$485,375$28,587 ▼-5.6%3,1920.1%Consumer StaplesVYMIVanguard International High Dividend Yield ETF$485,2060.0%7,1480.1%ETFCLXClorox$472,450$3,735 ▼-0.8%2,9090.1%Consumer StaplesVTVVanguard Value ETF$458,4640.0%2,7080.1%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$450,984$59,340 ▼-11.6%11,4000.1%ETFVBVanguard Small-Cap ETF$434,4250.0%1,8080.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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