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 $462.78 million in total holdings as of September 30, 2025.First National Bank Of Mount Dora, Trust Investment Services owns shares of 126 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 13.63% of the portfolio was purchased this quarter.About 11.91% of the portfolio was sold this quarter.This quarter, First National Bank Of Mount Dora, Trust Investment Services has purchased 126 new stocks and bought additional shares in 27 stocks.First National Bank Of Mount Dora, Trust Investment Services sold shares of 60 stocks and completely divested from 8 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $18,574,360NVIDIA $17,614,922Apple $16,632,127ExxonMobil $13,218,380Broadcom $12,788,024 Largest New Holdings this Quarter 101137107 - Boston Scientific $8,454,683 Holding46641Q134 - JPMorgan International Research Enhanced Equity ETF $8,384,795 Holding040413205 - ARISTA NETWORKS INC $5,278,803 Holding760759100 - Republic Services $2,940,561 Holding064058100 - BANK NEW YORK MELLON CORP $407,137 Holding Largest Purchases this Quarter Boston Scientific 134,736 shares (about $8.45M)JPMorgan International Research Enhanced Equity ETF 110,705 shares (about $8.38M)Welltower 30,681 shares (about $6.07M)ARISTA NETWORKS INC 42,994 shares (about $5.28M)T-Mobile US 15,495 shares (about $3.25M) Largest Sales this Quarter ExxonMobil 29,809 shares (about $5.06M)Sherwin-Williams 15,071 shares (about $4.83M)SPDR S&P 500 ETF Trust 6,201 shares (about $4.03M)Costco Wholesale 3,424 shares (about $3.41M)NextEra Energy 35,956 shares (about $3.34M) 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$18,574,360$4,032,758 â–¼-17.8%28,5614.0%FinanceNVDANVIDIA$17,614,922$1,931,829 â–¼-9.9%101,0033.8%Computer and TechnologyAAPLApple$16,632,127$1,282,655 â–¼-7.2%65,5353.6%Computer and TechnologyXOMExxonMobil$13,218,380$5,057,395 â–¼-27.7%77,9112.9%EnergyAVGOBroadcom$12,788,024$1,686,210 â–¼-11.6%41,3172.8%Computer and TechnologyTMUST-Mobile US$12,592,978$3,254,415 â–²34.8%59,9582.7%Computer and TechnologyJPMJPMorgan Chase & Co.$12,124,686$1,909,687 â–²18.7%41,2182.6%FinanceTJXTJX Companies$11,485,783$129,357 â–¼-1.1%71,9212.5%Retail/WholesaleLLYEli Lilly and Company$11,441,938$3,093,186 â–¼-21.3%12,4402.5%MedicalGOOGAlphabet$10,557,308$897,298 â–¼-7.8%36,8032.3%Computer and TechnologyWALMART INC$10,434,175$1,798,456 â–¼-14.7%83,9572.3%COMCOSTCostco Wholesale$10,285,149$3,411,776 â–¼-24.9%10,3222.2%Retail/WholesaleMSFTMicrosoft$10,121,187$12,956 â–²0.1%27,3422.2%Computer and TechnologyMETAMeta Platforms$9,352,609$2,485,905 â–²36.2%16,3472.0%Computer and TechnologyTXNTexas Instruments$9,318,524$7,377 â–²0.1%47,9992.0%Computer and TechnologyABBVAbbVie$9,291,389$624,196 â–¼-6.3%42,7212.0%MedicalFTNTFortinet$9,018,291$1,920,338 â–²27.1%110,3561.9%Computer and TechnologyDEDeere & Company$8,680,452$260,245 â–¼-2.9%15,4101.9%IndustrialsSCHFSchwab International Equity ETF$8,643,021$1,893,152 â–¼-18.0%349,2131.9%ETFLINDE PLC$8,495,342$668,284 â–²8.5%17,1361.8%SHSBSXBoston Scientific$8,454,683$8,454,683 â–²New Holding134,7361.8%MedicalJIREJPMorgan International Research Enhanced Equity ETF$8,384,795$8,384,795 â–²New Holding110,7051.8%ETFAMATApplied Materials$8,053,938$2,278,372 â–¼-22.1%23,5641.7%Computer and TechnologyWMWaste Management$7,497,357$2,938,324 â–²64.5%32,6271.6%Business ServicesPGRProgressive$7,285,517$2,156,653 â–²42.0%36,7511.6%FinanceORCLOracle$7,038,330$1,670,581 â–²31.1%47,8441.5%Computer and TechnologyWELLWelltower$6,537,478$6,065,940 â–²1,286.4%33,0661.4%FinanceMCDMcDonald's$6,122,562$1,349,761 â–¼-18.1%19,7001.3%Retail/WholesaleADBEAdobe$6,064,602$1,483,274 â–²32.4%24,9491.3%Computer and TechnologyMSIMotorola Solutions$5,967,087$1,590,500 â–²36.3%13,7501.3%Computer and TechnologyPEGPublic Service Enterprise Group$5,532,042$140,367 â–¼-2.5%68,3391.2%UtilitiesORLYO'Reilly Automotive$5,381,395$1,136,890 â–²26.8%58,2971.2%Retail/WholesaleSPGIS&P Global$5,315,473$977,431 â–¼-15.5%12,4971.1%FinanceARISTA NETWORKS INC$5,278,803$5,278,803 â–²New Holding42,9941.1%COM SHSAMZNAmazon.com$5,129,065$174,739 â–¼-3.3%24,6271.1%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$4,814,3330.0%22,3861.0%ETFVVisa$4,771,764$47,754 â–¼-1.0%15,7881.0%Business ServicesPGProcter & Gamble$4,709,176$1,756,390 â–¼-27.2%32,6031.0%Consumer StaplesVTIVanguard Total Stock Market ETF$4,476,9030.0%13,9551.0%ETFLMTLockheed Martin$4,463,419$632,192 â–¼-12.4%7,3851.0%AerospaceVLOValero Energy$4,436,073$3,150,269 â–²245.0%17,9541.0%EnergyHDHome Depot$4,284,120$467,024 â–¼-9.8%13,0260.9%Retail/WholesaleICEIntercontinental Exchange$4,263,545$213,901 â–²5.3%27,1080.9%FinanceHONHoneywell International$4,167,767$236,201 â–¼-5.4%18,4390.9%Multi-Sector ConglomeratesTHOMSON REUTERS CORP$4,125,042$458,358 â–²12.5%45,8440.9%COMWMBWilliams Companies$3,964,617$766,155 â–¼-16.2%54,4740.9%EnergyCMCSAComcast$3,927,011$286,411 â–²7.9%136,7820.8%Consumer DiscretionaryMARSH & MCLENNAN COS INC$3,919,969$638,469 â–¼-14.0%22,6000.8%COMALLAllstate$3,824,800$450,757 â–²13.4%18,4470.8%FinanceRSPInvesco S&P 500 Equal Weight ETF$3,805,1970.0%19,8270.8%ETFUPSUnited Parcel Service$3,698,202$2,661,966 â–¼-41.9%37,5910.8%TransportationCEGConstellation Energy$3,538,656$1,506,833 â–²74.2%12,6720.8%EnergyHCAHCA Healthcare$3,435,722$2,197,726 â–²177.5%7,2600.7%MedicalVRTXVertex Pharmaceuticals$3,219,999$446,093 â–²16.1%7,2110.7%MedicalBRK.BBerkshire Hathaway$3,102,819$136,093 â–¼-4.2%6,4750.7%FinanceRSGRepublic Services$2,940,561$2,940,561 â–²New Holding13,4260.6%Business ServicesCTASCintas$2,939,145$488,307 â–²19.9%17,3770.6%Business ServicesSCHDSchwab US Dividend Equity ETF$2,529,6270.0%82,4520.5%ETFLHXL3Harris Technologies$2,178,241$648,537 â–¼-22.9%6,3110.5%AerospaceSCHBSchwab US Broad Market ETF$2,084,881$28,212 â–²1.4%83,0630.5%ETFJNJJohnson & Johnson$1,778,055$610,855 â–¼-25.6%7,2740.4%MedicalMUBiShares National Muni Bond ETF$1,599,891$86,300 â–²5.7%15,0720.3%ETFNEENextEra Energy$1,515,708$3,339,592 â–¼-68.8%16,3190.3%UtilitiesVOEVanguard Mid-Cap Value ETF$1,469,4480.0%7,9740.3%ETFAEPAmerican Electric Power$1,411,600$191,639 â–¼-12.0%10,7690.3%UtilitiesPSXPhillips 66$1,199,290$238,656 â–¼-16.6%6,5830.3%EnergyVBRVanguard Small-Cap Value ETF$1,128,8310.0%5,1960.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,107,700$19,736 â–¼-1.8%1,7960.2%ETFITWIllinois Tool Works$1,094,518$482,317 â–¼-30.6%4,2050.2%IndustrialsVXUSVanguard Total International Stock ETF$1,044,9170.0%13,5510.2%ETFXLKTechnology Select Sector SPDR Fund$1,037,417$282,014 â–¼-21.4%7,8060.2%ETFAPHAmphenol$941,433$208,730 â–¼-18.1%7,4510.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$904,4460.0%6,1070.2%Financial ServicesGSThe Goldman Sachs Group$900,978$175,120 â–¼-16.3%1,0650.2%FinanceCVXChevron$865,461$221,796 â–¼-20.4%4,1830.2%EnergyVIGIVanguard International Dividend Appreciation ETF$858,8580.0%9,7090.2%ETFCCitigroup$858,853$268,668 â–¼-23.8%7,5730.2%Financial ServicesKOCocaCola$854,725$119,703 â–²16.3%11,2390.2%Consumer StaplesSHWSherwin-Williams$805,541$4,831,002 â–¼-85.7%2,5130.2%Basic MaterialsMRKMerck & Co., Inc.$798,725$292,665 â–¼-26.8%6,6400.2%MedicalIVViShares Core S&P 500 ETF$790,384$58,136 â–¼-6.9%1,2100.2%ETFVOOVanguard S&P 500 ETF$748,1320.0%1,2520.2%ETFRTXRTX$707,750$83,333 â–¼-10.5%3,6690.2%AerospaceWPCW.P. Carey$699,9880.0%10,3000.2%FinanceHIGThe Hartford Insurance Group$693,188$165,386 â–¼-19.3%5,1260.1%FinanceHTDJohn Hancock Tax-Advantaged Dividend Income Fund$688,6060.0%27,8000.1%Financial ServicesVYMIVanguard International High Dividend Yield ETF$673,6270.0%7,1480.1%ETFARCCAres Capital$648,071$180,885 â–¼-21.8%35,9640.1%FinanceEQIXEquinix$591,084$250,941 â–¼-29.8%6030.1%FinanceMPCMarathon Petroleum$578,950$20,755 â–¼-3.5%2,3710.1%EnergyVTVVanguard Value ETF$531,3090.0%2,7080.1%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$506,7300.0%11,4000.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$493,434$209,314 â–¼-29.8%6,2730.1%ManufacturingVXFVanguard Extended Market ETF$458,5220.0%2,2280.1%ETFPEPPepsiCo$451,116$3,572 â–²0.8%2,9050.1%Consumer StaplesSCHASchwab US Small-Cap ETF$442,0160.0%15,2000.1%ETFGLDSPDR Gold Shares$441,0470.0%1,0250.1%FinanceVZVerizon Communications$434,028$169,575 â–¼-28.1%8,6460.1%Computer and TechnologyHTGCHercules Capital$431,9630.0%29,2460.1%FinanceVBVanguard Small-Cap ETF$429,286$2,357 â–¼-0.5%1,6390.1%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
