• 13F History

First National Bank of Mount Dora, Trust Investment Services

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$409M
Signature - Title
Tammy Rollins - Tr Officer
Location
Mount Dora, FL
Summary
This page shows a list of all the recent 13F filings made by First National Bank of Mount Dora, Trust Investment Services. Form 13F is required to be filed within 45 days of the end of a calendar quarter. First National Bank of Mount Dora, Trust Investment Services reported 129 stock holdings with total value $409M as of Q1 2025. Top holdings included AAPL, NVDA, SPY, MSFT, and COST.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 129 $409M +$60.5M -$75.4M -$14.9M AAPL, NVDA, SPY, MSFT, COST 13F-HR 4/15/2025, 08:51 AM
Q4 2024 133 $427M +$9.57M -$12M -$2.46M SPY, AAPL, NVDA, AVGO, MSFT 13F-HR 1/15/2025, 09:14 AM
Q3 2024 137 $441M +$44.5M -$35.5M +$9.08M SPY, AAPL, NVDA, MSFT, AVGO 13F-HR 10/30/2024, 10:44 AM
Q2 2024 135 $415M +$46.1M -$30.6M +$15.5M NVDA, SPY, AAPL, MSFT, COST 13F-HR 7/11/2024, 03:59 PM
Q1 2024 131 $411M +$29.7M -$26.4M +$3.34M NVDA, SPY, MSFT, AAPL, COST 13F-HR 4/10/2024, 10:43 AM
Q4 2023 123 $375M +$15.4M -$10.8M +$4.59M SPY, AAPL, NVDA, MSFT, COST 13F-HR 1/5/2024, 01:32 PM
Q3 2023 133 $338M +$4.82M -$5.21M -$390K SPY, AAPL, NVDA, MSFT, COST 13F-HR 10/10/2023, 09:40 AM
Q2 2023 138 $352M +$34.1M -$26.3M +$7.84M AAPL, NVDA, SPY, MSFT, COST 13F-HR 7/7/2023, 03:02 PM
Q1 2023 129 $331M +$34.8M -$15.3M +$19.5M AAPL, SPY, MSFT, NVDA, COST 13F-HR 4/12/2023, 11:36 AM
Q4 2022 122 $303M +$7.9M -$17.2M -$9.34M SPY, AAPL, MSFT, TXN, ABBV 13F-HR 1/5/2023, 02:34 PM
Q3 2022 122 $282M +$33.4M -$18.9M +$14.5M MUB, SPY, AAPL, MSFT, TXN 13F-HR 10/6/2022, 11:06 AM
Q2 2022 128 $291M +$17.6M -$3.86M +$13.8M MUB, SPY, AAPL, MSFT, LHX 13F-HR 7/13/2022, 03:43 PM
Q1 2022 128 $332M +$31M -$28.2M +$2.82M MUB, SPY, AAPL, MSFT, NVDA 13F-HR 4/6/2022, 04:19 PM
Q4 2021 124 $339M +$12.8M -$1.55M +$11.2M SPY, MUB, AAPL, NVDA, MSFT 13F-HR 1/10/2022, 08:03 AM
Q3 2021 120 $304M +$26.4M -$17.5M +$8.94M MUB, SPY, AAPL, MSFT, NVDA 13F-HR 10/6/2021, 09:48 AM
Q2 2021 115 $304M +$8.22M -$7.01M +$1.2M MUB, SPY, AAPL, MSFT, ADBE 13F-HR 7/2/2021, 10:50 AM
Q1 2021 114 $287M +$36.6M -$42.8M -$6.19M MUB, SPY, AAPL, DE, MSFT 13F-HR 4/5/2021, 09:10 AM
Q4 2020 105 $276M +$13.4M -$3.61M +$9.75M MUB, AAPL, SPY, MSFT, V 13F-HR 1/6/2021, 07:36 AM
Q3 2020 97 $241M +$15.7M -$1.47M +$14.3M AAPL, MSFT, SPY, V, HD 13F-HR 10/8/2020, 10:03 AM
Q2 2020 95 $220M +$21.6M -$18.6M +$3.06M MSFT, AAPL, V, SPY, HD 13F-HR 7/8/2020, 10:09 AM
Q1 2020 90 $189M +$16.5M -$10.3M +$6.21M MSFT, AAPL, LHX, JNJ, SPY 13F-HR 4/3/2020, 08:51 AM
Q4 2019 89 $237M +$6.12M -$1.27M +$4.86M SPY, TXN, MSFT, HD, AAPL 13F-HR 1/24/2020, 08:22 AM
Q3 2019 87 $219M +$22.7M -$17.9M +$4.8M HD, TXN, LHX, SPY, MSFT 13F-HR 10/9/2019, 08:44 AM
Q2 2019 89 $217M +$7.15M -$7.53M -$382K SPY, MSFT, TXN, HD, V 13F-HR 7/8/2019, 09:22 AM
Q1 2019 95 $227M +$22.4M -$16.8M +$5.63M SPY, HD, JNJ, MSFT, TXN 13F-HR 4/2/2019, 09:00 AM
Q4 2018 92 $201M +$8.54M -$2.41M +$6.13M JNJ, TXN, SPY, HRS, HD 13F-HR 1/3/2019, 08:18 AM
Q3 2018 95 $233M +$14.1M -$19.9M -$5.79M AAPL, HRS, JNJ, HD, SPY 13F-HR 10/9/2018, 05:15 PM
Q2 2018 95 $223M +$9.67M -$5.23M +$4.44M TXN, AAPL, HD, HRS, SPY 13F-HR 7/13/2018, 11:30 AM
Q1 2018 93 $218M +$19.2M -$21.1M -$1.89M HRS, BA, INTC, JNJ, TXN 13F-HR 4/4/2018, 08:54 AM
Q4 2017 91 $227M +$13.2M -$5.36M +$7.83M SPY, JNJ, TXN, HRS, COF 13F-HR 1/8/2018, 07:54 AM
Q3 2017 69 $203M +$13.3M -$5.67M +$7.66M HRS, JNJ, SPY, TXN, COF 13F-HR 10/5/2017, 10:54 AM
Q2 2017 77 $192M +$24.7M -$21M +$3.72M JNJ, SPY, TXN, HRS, COF 13F-HR 7/6/2017, 03:09 PM
Q1 2017 75 $186M +$22.2M -$6.63M +$15.5M SPY, JNJ, HRS, ITW, TXN 13F-HR 4/10/2017, 09:30 AM
Q4 2016 78 $169M +$7.08M -$8.96M -$1.88M SPY, TXN, JNJ, ITW, INTC 13F-HR 1/4/2017, 10:56 AM
Q3 2016 78 $178M +$15.1M -$7.03M +$8.06M STI, SPY, JNJ, TXN, INTC 13F-HR 10/5/2016, 07:59 AM
Q2 2016 78 $175M +$4.58M -$1.8M +$2.77M STI, SPY, JNJ, APH, CVS 13F-HR 7/18/2016, 02:34 PM
Q1 2016 78 $170M +$6.44M -$5.25M +$1.19M STI, SPY, CVS, APH, JNJ 13F-HR 4/5/2016, 09:27 AM
Q4 2015 76 $170M +$2.48M -$3.44M -$959K STI, SPY, CVS, HRS, JNJ 13F-HR 1/7/2016, 09:16 AM
Q3 2015 80 $163M +$9.18M -$5.01M +$4.17M STI, SPY, CVS, JNJ, HRS 13F-HR 10/7/2015, 08:36 AM
Q2 2015 91 $179M +$2.56M -$3.34M -$774K STI, SPY, CVS, APH, JNJ 13F-HR 7/9/2015, 08:22 AM
Q1 2015 92 $185M +$14.2M -$4.59M +$9.64M STI, SPY, CVS, APH, TXN 13F-HR 4/8/2015, 08:31 AM
Q4 2014 95 $179M +$13.1M -$5.82M +$7.33M STI, SPY, CVS, COP, ESRX 13F-HR 1/20/2015, 10:19 AM
Q3 2014 98 $171M +$5.04M -$3.67M +$1.37M STI, SPY, COP, CVS, TRN 13F-HR 10/7/2014, 10:10 AM
Q2 2014 98 $172M +$10.3M -$3.46M +$6.81M STI, SPY, COP, XOM, CVS 13F-HR 7/9/2014, 11:24 AM
Q1 2014 102 $164M +$25.7M -$14.9M +$10.8M STI, SPY, XOM, COP, CVS 13F-HR 4/7/2014, 08:47 AM
Q4 2013 99 $154M SPY, STI, XOM, CVS, ESRX 13F-HR 2/28/2014, 08:35 AM