HoldingsChannel.com
First National Bank of South Miami Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES MSCI EAFE INDEX (EFA) 144,718 +3,565 $9,327
     EFA144,718+3,565$9,327
VANGUARD EXTENDED MKTS INDEX (VXF) 41,901 -390 $5,052
     VXF41,901-390$5,052
ISHARES S P 500 INDEX (IVV) 15,078 +393 $4,512
     IVV15,078+393$4,512
ISHARES NAT L AMT FREE MUNI BOND (MUB) 25,050 -705 $2,848
     MUB25,050-705$2,848
VANGUARD TOTAL STOCK MARKET (VTI) 17,810 -358 $2,710
     VTI17,810-358$2,710
VANGUARD EMERGING MARKETS INDEX (VWO) 60,384 +70 $2,521
     VWO60,384+70$2,521
MICROSOFT CORP 17,055 -1,502 $2,324
     MSFT17,055-1,502$2,324
EXXON MOBIL CORP 31,220 -197 $2,322
     XOM31,220-197$2,322
ISHARES PREFERRED STOCK ETF (PFF) 51,056 -3,506 $1,907
     PFF51,056-3,506$1,907
ISHARES INVSTMNT GRADE CORP BOND INDEX (LQD) 14,497 -693 $1,802
     LQD14,497-693$1,802
PFIZER INC 45,513 -482 $1,768
     PFE45,513-482$1,768
ISHARES SHORT TREAS BD ETF (SHV) 14,139 +5,888 $1,564
     SHV14,139+5,888$1,564
AT&T INC 44,202 -1,021 $1,504
     T44,202-1,021$1,504
HOME DEPOT INC 6,824 -186 $1,458
     HD6,824-186$1,458
JOHNSON & JOHNSON 10,781 -295 $1,404
     JNJ10,781-295$1,404
VERIZON COMMUNICATIONS 24,233 -260 $1,340
     VZ24,233-260$1,340
BERKSHIRE HATHAWAY CL B      $1,290
     BRK.B6,279-179$1,290
ISHARES CORE S&P MID CAP (IJH) 6,508 +54 $1,277
     IJH6,508+54$1,277
APPLE INC 5,960 -2,611 $1,270
     AAPL5,960-2,611$1,270
ISHARES S&P SMALL CAP INDEX (IJR) 15,720 -13 $1,245
     IJR15,720-13$1,245
ISHARES N. AMER TECH SOFTWARE ETF (IGV) 5,402 +104 $1,199
     IGV5,402+104$1,199
J P MORGAN CHASE 10,207 +250 $1,184
     JPM10,207+250$1,184
SPDR TECHNOLOGY SECTOR INDEX (XLK) 14,350 -1,938 $1,159
     XLK14,350-1,938$1,159
ISHARES S&P MID CAP 400 VALUE (IJJ) 7,061 +12 $1,142
     IJJ7,061+12$1,142
AUTOMATIC DATA PROCESSING 6,634 -474 $1,104
     ADP6,634-474$1,104
ISHARES 1 3 YR CREDIT INDEX (IGSB) 19,261 -854 $1,028
     IGSB19,261-854$1,028
ISHARES COMMODITIES STG (COMT) 30,750 -118 $998
     COMT30,750-118$998
MEDTRONIC PLC 9,566 -545 $975
     MDT9,566-545$975
ISHARES DOW INT L DIVIDEND INDEX (IDV) 31,168 +8,028 $933
     IDV31,168+8,028$933
UNITEDHEALTH GROUP 3,712 +4 $925
     UNH3,712+4$925
DARDEN RESTAURANTS INC 7,523 +239 $915
     DRI7,523+239$915
ISHARES CORE TOTAL US BOND INDEX (AGG) 8,183 -247 $911
     AGG8,183-247$911
DISNEY WALT 6,343 -2 $907
     DIS6,343-2$907
VANGUARD REIT INDEX (VNQ) 10,074 +7 $896
     VNQ10,074+7$896
ISHARES MSCI HONG KONG INDEX (EWH) 34,248 -1,604 $851
     EWH34,248-1,604$851
PROCTER & GAMBLE 6,967 +340 $823
     PG6,967+340$823
AMAZON.COM INC 427 -11 $797
     AMZN427-11$797
ISHARES MBS BOND INDEX (MBB) 7,240 -46 $780
     MBB7,240-46$780
SOUTHERN CO 13,857 -285 $778
     SO13,857-285$778
AMERICAN EXPRESS 6,193 -29 $770
     AXP6,193-29$770
CSX CORP 10,743 UNCH $757
     CSX10,743UNCH$757
COCA COLA COMPANY 14,152 -1,140 $745
     KO14,152-1,140$745
WALMART INC 6,735 -759 $743
     WMT6,735-759$743
ALPHABET INC CL C 602 -88 $732
     GOOG602-88$732
PHILLIPS 66 6,923 +237 $710
     PSX6,923+237$710
NEXTERA ENERGY 3,228 -99 $669
     NEE3,228-99$669
COMCAST CORP CL A 15,359 -551 $663
     CMCSA15,359-551$663
UNITED PARCEL SERVICE 5,458 -158 $653
     UPS5,458-158$653
DUKE ENERGY 7,334 -146 $636
     DUK7,334-146$636
EMERSON ELECTRIC 9,767 +231 $633
     EMR9,767+231$633

See Full List: All Stocks Held By First National Bank of South Miami
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By First National Bank of South Miami

Size ($ in 1000's)
At 06/30/2019: $106,819
At 03/31/2019: $104,589

First National Bank of South Miami holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from First National Bank of South Miami 13F filings. Link to 13F filings: SEC filings

First National Bank of South Miami Top Holdings 13F Filings | www.HoldingsChannel.com

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