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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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Value
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35
6
3
1
3
0
10
2
1
FIRST NATIONAL BANK OF MOUNT DORA TRUST INVESTMENT SERVICES

Time Period2017-12-31

Total Holdings95

Total Value ($x1000)227,212
Activities
New24

Increased21

Unchanged8

Decreased42

Sold Out1

Top 10 Stock Holdingstotal 29.66%
SPY3.33

JNJ3.29

TXN3.26

HRS3.21

COF2.99

 
HD2.91

INTC2.77

AAPL2.65

BA2.64

BMO2.61

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
3.33%
TR UNIT
JNJ
3.29%
COM
TXN
3.26%
COM
HRS
3.21%
COM
COF
2.99%
COM
HD
2.91%
COM
INTC
2.77%
COM
AAPL
2.65%
COM
BA
2.64%
COM
BMO
2.61%
COM
DE
2.57%
COM
V
2.43%
COM CL A
ABBV
2.38%
COM
COP
2.32%
COM
TRI
2.28%
COM
VZ
2.28%
COM
PFE
2.28%
COM
BDX
2.25%
COM
PSX
2.22%
COM
MSFT
2.2%
COM
PEG
2.19%
COM
MRK
2.07%
COM
ITW
2.04%
COM
C
2.02%
COM NEW
VLO
1.98%
COM
PG
1.96%
COM
WMT
1.77%
COM
TRN
1.68%
COM
HON
1.54%
COM
RTN
1.54%
COM NEW
APH
1.43%
CL A
WYN
1.35%
COM
DIS
1.34%
COM DISNEY
XOM
1.34%
COM
DWDP
1.31%
COM
AEP
1.3%
COM
HIG
1.27%
COM
CVS
1.23%
COM
EMN
1.13%
COM
HCP
0.99%
COM
CAG
0.89%
COM
KO
0.89%
COM
MDY
0.79%
UTSER1 S&PDCRP
T
0.71%
COM
HFC
0.71%
COM
RSP
0.66%
GUG S&P500 EQ WT
CVX
0.66%
COM
KMB
0.54%
COM
TD
0.53%
COM NEW
LEN
0.51%
CL A
ESRX
0.5%
COM
MMM
0.49%
COM
CA
0.46%
COM
VIG
0.46%
DIV APP ETF
XLK
0.4%
TECHNOLOGY
LLY
0.39%
COM
VOE
0.38%
MCAP VL IDXVIP
NEE
0.35%
COM
SCHB
0.33%
US BRD MKT ETF
VXUS
0.33%
VG TL INTL STK F
OC
0.32%
COM
SCHD
0.32%
US DIVIDEND EQ
VTI
0.31%
TOTAL STK MKT
NAVI
0.3%
COM
SO
0.28%
COM
BRK.A
0.26%
CL A
CLX
0.26%
COM
VBR
0.25%
SM CP VAL ETF
BMY
0.2%
COM
WPC
0.17%
COM
BCE
0.17%
COM NEW
LW
0.15%
COM
DVY
0.15%
SELECT DIVID ETF
CSCO
0.14%
COM
HTD
0.12%
COM
VTV
0.11%
VALUE ETF
SIR
0.11%
COM SH BEN INT
TYG
0.11%
COM
NNN
0.11%
COM
WM
0.1%
COM
VNQI
0.09%
GLB EX US ETF
STI
0.09%
COM
SCHA
0.09%
US SML CAP ETF
VB
0.09%
SMALL CP ETF
PEP
0.09%
COM
FMO
0.07%
COM
HTGC
0.06%
COM
CPLP
0.06%
COM UNIT LP
HCLP
0.05%
COM UNIT LTD
PSEC
0.04%
COM
MARIJUAN...
< 0.01%
COM
SOUTHERN...
< 0.01%
COM NEW
SINOFRES...
< 0.01%
COM
SK3 GROU...
< 0.01%
COM
ENTECH S...
< 0.01%
COM
PBI
0.48%
COM