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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Market Cap
Large
Value
Mid
Blend
Small
Growth
34
6
3
1
3
0
12
2
1
FIRST NATIONAL BANK OF MOUNT DORA TRUST INVESTMENT SERVICES

Time Period2018-12-31

Total Holdings95

Total Value ($x1000)200,569
Activities
New7

Increased35

Unchanged14

Decreased39

Sold Out10

Top 10 Stock Holdingstotal 28.66%
JNJ3.27

TXN3

SPY2.93

HRS2.9

HD2.85

 
MSFT2.8

AAPL2.78

PFE2.76

BA2.73

V2.64

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
JNJ
3.27%
COM
TXN
3%
COM
SPY
2.93%
TR UNIT
HRS
2.9%
COM
HD
2.85%
COM
MSFT
2.8%
COM
AAPL
2.78%
COM
PFE
2.76%
COM
BA
2.73%
COM
V
2.64%
COM CL A
MRK
2.61%
COM
BDX
2.39%
COM
INTC
2.23%
COM
VZ
2.22%
COM
APH
2.2%
CL A
ABBV
2.18%
COM
ITW
2.15%
COM
BMO
2.14%
COM
DIS
2%
COM DISNEY
COF
1.96%
COM
PSX
1.94%
COM
PEG
1.92%
COM
DE
1.82%
COM
AEP
1.79%
COM
PG
1.75%
COM
PK
1.7%
COM
RTN
1.7%
COM NEW
XOM
1.67%
COM
C
1.62%
COM NEW
WMT
1.54%
COM
VLO
1.45%
COM
THOMSON ...
1.37%
COM NEW
CHKP
1.35%
ORD
ADBE
1.34%
COM
HON
1.33%
COM
HIG
1.33%
COM
EMN
1.29%
COM
CVS
1.23%
COM
PNC
1.17%
COM
COP
1.13%
COM
WH
1.1%
COM
GILD
0.96%
COM
UNH
0.94%
COM
CAG
0.84%
COM
RSP
0.77%
S&P500 EQL WGT
CMCSA
0.74%
CL A
COST
0.74%
COM
DWDP
0.73%
COM
KO
0.7%
COM
TRN
0.63%
COM
VIG
0.61%
DIV APP ETF
BCE
0.6%
COM NEW
HFC
0.57%
COM
MDY
0.57%
UTSER1 S&PDCRP
CVX
0.51%
COM
KMB
0.46%
COM
LLY
0.45%
COM
MMM
0.43%
COM
TD
0.4%
COM NEW
SCHD
0.39%
US DIVIDEND EQ
XLK
0.37%
TECHNOLOGY
VOE
0.36%
MCAP VL IDXVIP
SCHB
0.36%
US BRD MKT ETF
VTI
0.33%
TOTAL STK MKT
WYN
0.31%
COM
NEE
0.31%
COM
VXUS
0.31%
VG TL INTL STK F
CIGNA CO...
0.27%
COM
VBR
0.24%
SM CP VAL ETF
CLX
0.24%
COM
SO
0.2%
COM
LEN
0.2%
CL A
WPC
0.19%
COM
BMY
0.18%
COM
BRK.B
0.16%
CL B NEW
SBCF
0.16%
COMNEW
BRK.A
0.15%
CL A
CSCO
0.14%
COM
DVY
0.12%
SELECT DIVID ETF
NAVI
0.12%
COM
VTV
0.12%
VALUE ETF
WM
0.12%
COM
HTD
0.12%
COM
NNN
0.11%
COM
RDS/A
0.1%
SPONS ADR A
OC
0.1%
COM
HTGC
0.06%
COM
FMO
0.05%
COM
TRULIEVE...
0.05%
COM
CPLP
0.04%
COM UNIT LP
PSEC
0.04%
COM
SIR
0.04%
COM SH BEN INT
MARIJUAN...
< 0.01%
COM
SK3 GROU...
< 0.01%
COM
SINOFRES...
< 0.01%
COM
TRI
1.31%
COM
T
0.52%
COM
ESRX
0.5%
COM
CA
0.49%
COM
TYG
0.1%
COM
SCHA
0.1%
US SML CAP ETF
VB
0.1%
SMALL CP ETF
MPC
0.1%
COM
STI
0.09%
COM
ENTECH S...
< 0.01%
COM