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 $409.27 million in total holdings as of March 31, 2025.First National Bank Of Mount Dora, Trust Investment Services owns shares of 129 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 14.78% of the portfolio was purchased this quarter.About 18.42% of the portfolio was sold this quarter.This quarter, First National Bank Of Mount Dora, Trust Investment Services has purchased 133 new stocks and bought additional shares in 28 stocks.First National Bank Of Mount Dora, Trust Investment Services sold shares of 63 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apple $15,138,380NVIDIA $14,418,982SPDR S&P 500 ETF Trust $13,109,863Microsoft $12,953,582Costco Wholesale $12,210,964 Largest New Holdings this Quarter 68389X105 - Oracle $7,006,438 Holding34959E109 - Fortinet $5,162,808 Holding020002101 - Allstate $2,962,756 Holding172908105 - Cintas $2,677,028 Holding Largest Purchases this Quarter Oracle 50,114 shares (about $7.01M)Fortinet 53,634 shares (about $5.16M)Amazon.com 24,338 shares (about $4.63M)JPMorgan Chase & Co. 18,390 shares (about $4.51M)Alphabet 22,445 shares (about $3.51M) Largest Sales this Quarter Motorola Solutions 16,912 shares (about $7.40M)SPDR S&P 500 ETF Trust 8,677 shares (about $4.85M)Electronic Arts 31,291 shares (about $4.52M)L3Harris Technologies 16,916 shares (about $3.54M)Public Storage 11,257 shares (about $3.37M) 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 PortfolioSectorAAPLApple$15,138,380$418,049 ▼-2.7%68,1513.7%Computer and TechnologyNVDANVIDIA$14,418,982$1,442,538 ▲11.1%133,0413.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$13,109,863$4,853,827 ▼-27.0%23,4363.2%FinanceMSFTMicrosoft$12,953,582$1,329,631 ▲11.4%34,5073.2%Computer and TechnologyCOSTCostco Wholesale$12,210,964$1,767,663 ▲16.9%12,9113.0%Retail/WholesaleLLYEli Lilly and Company$11,639,548$3,442,392 ▲42.0%14,0932.8%MedicalTMUST-Mobile US$10,993,518$2,373,452 ▼-17.8%41,2192.7%Computer and TechnologyPGRProgressive$10,925,034$1,876,073 ▲20.7%38,6032.7%FinanceJPMJPMorgan Chase & Co.$10,737,270$4,511,066 ▲72.5%43,7722.6%FinanceXOMExxon Mobil$10,697,514$3,121,080 ▲41.2%89,9482.6%EnergyAVGOBroadcom$10,074,765$1,403,733 ▼-12.2%60,1732.5%Computer and TechnologyABBVAbbVie$9,965,189$1,966,764 ▼-16.5%47,5622.4%MedicalAMZNAmazon.com$9,394,657$4,630,547 ▲97.2%49,3782.3%Retail/WholesaleWMTWalmart$9,191,875$442,988 ▼-4.6%104,7032.2%Retail/WholesaleGOOGAlphabet$8,629,519$3,506,582 ▲68.4%55,2362.1%Computer and TechnologyTRIThomson Reuters$8,226,227$1,632,425 ▲24.8%47,6112.0%Business ServicesTXNTexas Instruments$8,197,733$1,028,782 ▼-11.2%45,6192.0%Computer and TechnologyCMCSAComcast$7,271,919$934,086 ▲14.7%197,0711.8%Consumer DiscretionaryLINDE PLC$7,147,573$494,044 ▲7.4%15,3501.7%SHSHDHome Depot$7,106,606$920,623 ▲14.9%19,3911.7%Retail/WholesaleORCLOracle$7,006,438$7,006,438 ▲New Holding50,1141.7%Computer and TechnologyMCDMcDonald's$6,813,414$2,777,281 ▲68.8%21,8121.7%Retail/WholesaleUPSUnited Parcel Service$6,741,286$248,467 ▲3.8%61,2901.6%TransportationMETAMeta Platforms$6,585,489$858,776 ▲15.0%11,4261.6%Computer and TechnologyORLYO'Reilly Automotive$6,582,704$2,429,655 ▲58.5%4,5951.6%Retail/WholesaleADBEAdobe$6,521,926$541,544 ▼-7.7%17,0051.6%Computer and TechnologyTJXTJX Companies$6,431,161$444,205 ▲7.4%52,8011.6%Retail/WholesalePEGPublic Service Enterprise Group$6,334,877$586,799 ▼-8.5%76,9731.5%UtilitiesDEDeere & Company$6,246,579$2,039,795 ▼-24.6%13,3091.5%IndustrialsVVisa$5,815,182$544,615 ▼-8.6%16,5931.4%Business ServicesPGProcter & Gamble$5,564,212$2,256,360 ▼-28.9%32,6501.4%Consumer StaplesFTNTFortinet$5,162,808$5,162,808 ▲New Holding53,6341.3%Computer and TechnologyNEENextEra Energy$4,999,161$2,816,813 ▲129.1%70,5201.2%UtilitiesICEIntercontinental Exchange$4,671,644$204,930 ▼-4.2%27,0821.1%FinanceWMWaste Management$4,482,032$40,051 ▼-0.9%19,3601.1%Business ServicesVIGVanguard Dividend Appreciation ETF$4,258,468$17,265 ▼-0.4%21,9521.0%ETFMMCMarsh & McLennan Companies$4,219,765$1,850,967 ▼-30.5%17,2921.0%FinanceSPGIS&P Global$4,168,451$2,413,982 ▼-36.7%8,2041.0%Business ServicesHONHoneywell International$4,052,894$209,209 ▲5.4%19,1401.0%Multi-Sector ConglomeratesSHWSherwin-Williams$3,846,327$2,261,703 ▼-37.0%11,0150.9%Basic MaterialsBRK.BBerkshire Hathaway$3,736,580$35,683 ▼-0.9%7,0160.9%FinanceAMATApplied Materials$3,701,720$119,434 ▼-3.1%25,5080.9%Computer and TechnologyVRTXVertex Pharmaceuticals$3,562,941$2,366,890 ▼-39.9%7,3490.9%MedicalPCARPACCAR$3,559,554$1,454,318 ▲69.1%36,5570.9%Auto/Tires/TrucksLMTLockheed Martin$3,550,003$434,202 ▲13.9%7,9470.9%AerospaceRSPInvesco S&P 500 Equal Weight ETF$3,451,9540.0%19,9270.8%ETFVTIVanguard Total Stock Market ETF$3,405,5420.0%12,3910.8%ETFHCAHCA Healthcare$3,124,808$330,346 ▲11.8%9,0430.8%MedicalALLAllstate$2,962,756$2,962,756 ▲New Holding14,3080.7%FinanceLENLennar$2,767,919$761,680 ▲38.0%24,1150.7%ConstructionCTASCintas$2,677,028$2,677,028 ▲New Holding13,0250.7%Business ServicesLHXL3Harris Technologies$2,401,412$3,540,686 ▼-59.6%11,4730.6%AerospaceSCHDSchwab US Dividend Equity ETF$2,305,3570.0%82,4520.6%ETFITWIllinois Tool Works$2,278,219$2,536,645 ▼-52.7%9,1860.6%IndustrialsJNJJohnson & Johnson$2,103,513$3,042,333 ▼-59.1%12,6840.5%MedicalSCHBSchwab US Broad Market ETF$1,764,1460.0%81,9390.4%ETFMUBiShares National Muni Bond ETF$1,605,7450.0%15,2290.4%ETFUNHUnitedHealth Group$1,549,776$2,859,675 ▼-64.9%2,9590.4%MedicalAEPAmerican Electric Power$1,517,431$370,206 ▼-19.6%13,8870.4%UtilitiesMRKMerck & Co., Inc.$1,400,524$3,004,264 ▼-68.2%15,6030.3%MedicalVOEVanguard Mid-Cap Value ETF$1,280,1450.0%7,9740.3%ETFXLKTechnology Select Sector SPDR Fund$1,135,845$219,901 ▼-16.2%5,5010.3%ETFVLOValero Energy$1,101,595$2,794,995 ▼-71.7%8,3410.3%EnergyPSXPhillips 66$1,064,026$264,247 ▼-19.9%8,6170.3%EnergyARCCAres Capital$1,019,4040.0%46,0020.2%FinanceEQIXEquinix$1,011,848$396,260 ▼-28.1%1,2410.2%FinanceMDYSPDR S&P MidCap 400 ETF Trust$996,540$22,406 ▼-2.2%1,8680.2%ETFVZVerizon Communications$968,571$908,605 ▼-48.4%21,3530.2%Computer and TechnologyVBRVanguard Small-Cap Value ETF$967,9620.0%5,1960.2%ETFCVXChevron$961,414$123,794 ▼-11.4%5,7470.2%EnergyMSIMotorola Solutions$917,649$7,404,237 ▼-89.0%2,0960.2%Computer and TechnologyEAElectronic Arts$913,943$4,522,168 ▼-83.2%6,3240.2%Consumer DiscretionaryHIGThe Hartford Financial Services Group$856,211$243,006 ▼-22.1%6,9200.2%FinanceAPDAir Products and Chemicals$822,826$392,833 ▼-32.3%2,7900.2%Basic MaterialsVXUSVanguard Total International Stock ETF$807,3000.0%13,0000.2%ETFVYMVanguard High Dividend Yield ETF$787,5580.0%6,1070.2%ETFKOCoca-Cola$756,736$78,066 ▲11.5%10,5660.2%Consumer StaplesCCitigroup$718,560$54,023 ▼-7.0%10,1220.2%FinanceAPHAmphenol$717,882$98,647 ▼-12.1%10,9450.2%Computer and TechnologyVIGIVanguard International Dividend Appreciation ETF$714,6110.0%8,6160.2%ETFIVViShares Core S&P 500 ETF$713,0510.0%1,2690.2%ETFGSThe Goldman Sachs Group$694,8800.0%1,2720.2%FinanceHTDJohn Hancock Tax-Advantaged Dividend Income Fund$665,2540.0%27,8000.2%Financial ServicesWPCW. P. Carey$650,033$6,311 ▼-1.0%10,3000.2%FinanceVOOVanguard S&P 500 ETF$643,414$69,892 ▼-9.8%1,2520.2%ETFBDXBecton, Dickinson and Company$607,008$209,590 ▼-25.7%2,6500.1%MedicalRTXRTX$566,133$9,934 ▼-1.7%4,2740.1%AerospaceHTGCHercules Capital$561,8150.0%29,2460.1%FinanceCCICrown Castle$533,969$116,216 ▲27.8%5,1230.1%FinanceVYMIVanguard International High Dividend Yield ETF$526,7360.0%7,1480.1%ETFADPAutomatic Data Processing$525,205$356,553 ▼-40.4%1,7190.1%Business ServicesKMBKimberly-Clark$510,285$52,621 ▼-9.3%3,5880.1%Consumer StaplesNSCNorfolk Southern$501,885$2,571,243 ▼-83.7%2,1190.1%TransportationPEPPepsiCo$478,6070.0%3,1920.1%Consumer StaplesVTVVanguard Value ETF$467,7790.0%2,7080.1%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$461,2440.0%11,4000.1%ETFGILDGilead Sciences$431,728$60,171 ▼-12.2%3,8530.1%MedicalFIFiserv$422,006$100,919 ▼-19.3%1,9110.1%Business ServicesEMNEastman Chemical$409,358$98,771 ▼-19.4%4,6460.1%Basic MaterialsVXFVanguard Extended Market ETF$383,7950.0%2,2280.1%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. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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