Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
First National Bank of South Miami (CIK 1739878) reported $124.3M across 248 reported positions in its SEC 13F filing for 2023-06-30. Largest positions: EFA ($10.2M, 8.19%), MSFT ($5.5M, 4.40%), IVV ($4.6M, 3.72%), LQD ($4.4M, 3.51%), VXF ($4.3M, 3.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EFA | ISHARES MSCI EAFE (MKT) | $10.2M | 8.19% | 140,511 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $5.5M | 4.40% | 16,044 | Trimmed |
| 3 | IVV | ISHARES CORE S&P 500 (MKT) | $4.6M | 3.72% | 10,382 | Trimmed |
| 4 | LQD | ISHARES IBOXX $ INVST GRADE CRP | $4.4M | 3.51% | 40,385 | Trimmed |
| 5 | VXF | VANGUARD EXTENDED MARKET INDEX | $4.3M | 3.44% | 28,767 | Trimmed |
| 6 | IJH | ISHARES CORE S&P MID-CAP (MKT) | $4.1M | 3.34% | 15,858 | Trimmed |
| 7 | IGSB | ISHARES SHORT-TERM | $3.4M | 2.73% | 67,577 | Trimmed |
| 8 | VWO | VANGUARD EMERGING MARKETS STOCK | $3.1M | 2.49% | 76,058 | Trimmed |
| 9 | IJR | ISHARES CORE S&P SMALL-CAP (MKT) | $2.8M | 2.22% | 27,678 | Trimmed |
| 10 | MUB | ISHARES NATIONAL MUNI BOND ETF | $2.6M | 2.09% | 24,330 | Hold |
| 11 | VNQ | VANGUARD REAL ESTATE ETF | $2.5M | 2.00% | 29,800 | Added |
| 12 | AAPL | APPLE INC | $2.3M | 1.84% | 11,771 | Trimmed |
| 13 | HD | HOME DEPOT INC | $2.0M | 1.60% | 6,393 | Trimmed |
| 14 | COMT | ISHARES COMMODITIES SELECT | $1.8M | 1.42% | 68,073 | Added |
| 15 | XOM | EXXON MOBIL CORP | $1.7M | 1.40% | 16,218 | Trimmed |
| 16 | PFF | ISHARES PFD & INC SECURITIES ETF | $1.6M | 1.30% | 52,114 | Trimmed |
| 17 | JPM | JPMORGAN CHASE & CO | $1.5M | 1.22% | 10,417 | Trimmed |
| 18 | IGV | ISHARES NORTH AMERICAN | $1.5M | 1.21% | 4,336 | Trimmed |
| 19 | XLK | TECHNOLOGY SELECT SECTOR SPDRR | $1.5M | 1.17% | 8,383 | Hold |
| 20 | COST | COSTCO WHOLESALE CORP | $1.4M | 1.15% | 2,650 | Trimmed |
| 21 | GOOG | ALPHABET INC | $1.4M | 1.11% | 11,385 | Trimmed |
| 22 | JNJ | JOHNSON & JOHNSON | $1.3M | 1.04% | 7,780 | Trimmed |
| 23 | PFE | PFIZER INC | $1.2M | 0.99% | 33,612 | Added |
| 24 | AGG | ISHARES CORE US AGGBD BD ETF | $1.2M | 0.98% | 12,481 | Trimmed |
| 25 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $1.2M | 0.98% | 5,519 | Trimmed |
Source: SEC Form 13F filings · as of 2023-06-30