13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000709447
Total reported value
$238.5M
$238.5M
117 檔
21.0%
At the close of Q4 2024, City National Bank Of Florida /msd disclosed equity holdings valued at approximately $238.5M, spread across 117 reported holdings.
During Q4 2024, City National Bank Of Florida /msd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 25.27% | -3.01% | — | |
| 2 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 7.57% | -0.42% | — | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 6.44% | -0.47% | — | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.36% | -0.61% | — | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.03% | -0.45% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | +0.25% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.91% | +0.05% | — | |
| 8 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.72% | -1.27% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.60% | +0.23% | — | |
| 10 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.59% | — | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.59% | +0.77% | — | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.38% | +1.40% | — | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.38% | -0.40% | — | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.08% | -0.63% | — | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.07% | -0.12% | — | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.07% | -0.08% | — | |
| 17 | UBER | Uber Technologies Inc | Stock-Industrials | 1.04% | +0.10% | NEW | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.00% | -0.03% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | +0.32% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | +0.26% | — | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | — | — | |
| 22 | WFC | Wells Fargo & Co | Stock-Financials | 0.76% | -0.23% | — | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | -0.06% | — | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.74% | +0.63% | — | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.39% | — | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.66% | +0.52% | — | |
| 27 | APP | Applovin Corp-class A | Stock-Tech | 0.65% | +0.13% | NEW | |
| 28 | SYF | Synchrony Financial | Stock-Financials | 0.64% | -0.08% | — | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.63% | — | — | |
| 30 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.60% | — | — | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.15% | — | |
| 32 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.56% | — | — | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | -0.03% | — | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.55% | -0.12% | — | |
| 35 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.54% | — | — | |
| 36 | NUHY | Nuveen Esg Hi Yld CORP Bnd | ETF-Other | 0.54% | — | — | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | -0.02% | — | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | +0.02% | — | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | +0.06% | — | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.50% | -0.15% | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | +0.02% | — | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.48% | -0.20% | — | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 0.46% | — | — | |
| 44 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.45% | — | — | |
| 45 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.45% | — | — | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.39% | +0.28% | NEW | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.39% | — | — | |
| 48 | REET | Ishares Global Reit ETF | ETF-Other | 0.39% | -0.10% | — | |
| 49 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.39% | -0.12% | EXIT | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.38% | -0.05% | — |
According to official SEC Form 13F filings, City National Bank Of Florida /msd reported a total U.S. public equity portfolio value of $238.5M across 117 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SMMD, IUSB) accounted for 21.0% of total reported equity market value during Q4 2024.
During Q4 2024, City National Bank Of Florida /msd's top holdings by market value included IVV (25.3%)、SMMD (7.6%)、IUSB (6.4%). The largest single position, IVV, represented 25.3% of total portfolio value.
In Q4 2024, City National Bank Of Florida /msd made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.