Canandaigua National Trust CO Of Florida Incresed Positions in Q4 2024

Canandaigua National Trust CO Of Florida

  • $128 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
24K
+ 246.63%
$65.95 - $72.56 $1.58M - $1.74M
33.7K $2.23B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
59.5K
+ 260.59%
$22.39 - $23.45 $1.33M - $1.4M
82.4K $1.89B
AAPL
Apple Inc.

Technology
3.43K
+ 29.06%
$221.69 - $259.02 $761K - $889K
15.2K $3.82B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.48K
+ 9.61%
$567.81 - $607.81 $838K - $897K
16.8K $9.86B
GOOG
Alphabet Inc.

Communication Services
4.7K
+ 80.04%
$163.08 - $198.16 $767K - $932K
10.6K $2.01B
AMZN
Amazon Com Inc

Consumer Cyclical
2.02K
+ 14.62%
$180.88 - $232.93 $366K - $471K
15.9K $3.48B
DFAX
Dimensional ETF Tr
31.7K
+ 286.63%
$24.76 - $27.04 $785K - $857K
42.8K $1.06B
GOOGL
Alphabet Inc.

Communication Services
2.6K
+ 28.98%
$161.86 - $196.66 $421K - $511K
11.6K $2.19B
MSFT
Microsoft Corp

Technology
1.62K
+ 18.96%
$406.35 - $454.46 $656K - $734K
10.1K $4.27B
IEMG
Ishares Inc

ETFs
10.3K
+ 138.03%
N/A
17.8K $932M
NVDA
Nvidia Corp

Technology
2.15K
+ 17.82%
$117.0 - $148.88 $251K - $320K
14.2K $1.91B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
983
+ 84.52%
$442.29 - $483.08 $435K - $475K
2.15K $973M
MRK
Merck & Co., Inc.

Healthcare
3.81K
+ 106.43%
$96.31 - $114.76 $367K - $437K
7.39K $735M
SPYG
Spdr Portfolio

ETFs
1.01K
+ 2.46%
$81.74 - $91.38 $82.7K - $92.5K
42.1K $3.7B
JPM
Jpmorgan Chase & CO

Financial Services
496
+ 10.68%
$205.18 - $250.29 $102K - $124K
5.14K $1.23B
FNDX
Schwab Fundamental U S Large C

ETFs
20.3K
+ 419.42%
$23.49 - $71.77 $477K - $1.46M
25.1K $595M
CSCO
Cisco Systems, Inc.

Technology
958
+ 5.05%
$52.45 - $60.02 $50.2K - $57.5K
19.9K $1.18B
DIS
Walt Disney CO

Communication Services
1.18K
+ 46.12%
$92.39 - $117.6 $109K - $138K
3.73K $415M
TJX
Tjx Companies Inc

Consumer Cyclical
1.19K
+ 24.82%
$112.15 - $127.2 $134K - $152K
5.99K $724M
WMT
Walmart Inc.

Consumer Defensive
1.24K
+ 41.71%
$79.1 - $95.7 $98.1K - $119K
4.21K $381M
QQQ
Invesco Qqq Trust, Series 1

ETFs
184
+ 14.77%
$481.22 - $538.17 $88.5K - $99K
1.43K $731M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.56K
+ 15.96%
$75.1 - $82.99 $342K - $378K
33.1K $2.5B
PFF
Ishares Trust Ishares Pfd And

ETFs
7.01K
+ 11.75%
$31.23 - $33.51 $219K - $235K
66.7K $2.1B
XOM
Exxon Mobil Corp

Energy
1.5K
+ 30.31%
$105.51 - $125.37 $158K - $188K
6.44K $693M
CNI
Canadian National Railway CO

Industrials
1.37K
+ 61.9%
$100.62 - $117.12 $137K - $160K
3.57K $362M
HD
Home Depot, Inc.

Consumer Cyclical
265
+ 12.21%
$385.02 - $431.37 $102K - $114K
2.44K $948M
CVX
Chevron Corp

Energy
500
+ 17.15%
$141.15 - $162.53 $70.6K - $81.3K
3.42K $495M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
230
+ 0.46%
$78.43 - $87.17 $18K - $20K
50.6K $4.06B
KO
Coca Cola CO

Consumer Defensive
1.6K
+ 34.45%
$61.74 - $71.71 $98.8K - $115K
6.24K $389M
EEM
Ishares Msci Emerging Markets

ETFs
1.89K
+ 17.62%
$41.82 - $47.36 $79.2K - $89.7K
12.6K $529M
MCD
Mcdonalds Corp

Consumer Cyclical
200
+ 12.41%
$288.47 - $316.54 $57.7K - $63.3K
1.81K $525M
PG
Procter & Gamble CO

Consumer Defensive
342
+ 7.87%
$161.05 - $179.7 $55.1K - $61.5K
4.69K $786M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
105
+ 0.29%
$84.34 - $95.14 $8.86K - $9.99K
36.1K $3.15B
VO
Vanguard Mid Cap ETF

ETFs
89
+ 4.62%
$261.5 - $284.63 $23.3K - $25.3K
2.02K $533M
ACN
Accenture PLC

Technology
55
+ 9.62%
$343.9 - $376.86 $18.9K - $20.7K
627 $221M
CMCSA
Comcast Corp

Communication Services
2.43K
+ 11.98%
$37.39 - $45.14 $90.9K - $110K
22.7K $853M
ABT
Abbott Laboratories

Healthcare
59
+ 1.82%
$111.93 - $119.39 $6.6K - $7.04K
3.3K $373M
JNJ
Johnson & Johnson

Healthcare
263
+ 13.24%
$143.34 - $165.86 $37.7K - $43.6K
2.25K $325M
UNH
Unitedhealth Group Inc

Healthcare
121
+ 16.05%
$485.52 - $625.25 $58.7K - $75.7K
875 $443M
SLB
Schlumberger Limited

Energy
1.58K
+ 9.68%
$36.83 - $45.59 $58.3K - $72.2K
18K $688M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
741
+ 2.68%
$40.41 - $45.12 $29.9K - $33.4K
28.4K $1.15B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
956
+ 1.75%
$91.94 - $100.02 $87.9K - $95.6K
55.7K $5.15B
AMGN
Amgen Inc

Healthcare
31
+ 2.38%
$258.78 - $328.31 $8.02K - $10.2K
1.33K $347M
AMT
American Tower Corp

Real Estate
702
+ 16.1%
$179.4 - $232.01 $126K - $163K
5.06K $929M
FNDF
Schwab Fundamental Intl Large

ETFs
2.67K
+ 2.37%
$32.92 - $37.15 $87.9K - $99.2K
116K $3.84B
Activity Summary
Buys All Purchases 63 New Holdings 17 Increased Positions 46 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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