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CIK: 0000709447
Total reported value
$238.5M
$238.5M
122 檔
20.2%
During the Q1 2025 filing period, City National Bank Of Florida /msd (CIK: 0000709447) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $238.5M across 122 reported positions.
During Q1 2025, 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 | 25.46% | -3.01% | +6.95% | |
| 2 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 7.98% | -0.42% | +16.26% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.01% | -0.61% | +3.68% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.14% | -0.45% | +46.80% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.78% | -0.47% | -57.12% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | +0.25% | +19.24% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | +0.05% | +21.35% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.78% | +0.23% | +27.52% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | +0.77% | +37.60% | |
| 10 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.57% | -1.27% | -6.26% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.47% | +1.40% | — | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.32% | -0.40% | -4.20% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.22% | -0.63% | +4.08% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.13% | — | +26.29% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.11% | -0.03% | +8.07% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.04% | -0.08% | — | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.01% | -0.12% | +2.03% | |
| 18 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.98% | — | -37.30% | |
| 19 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.89% | -0.53% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.32% | +16.30% | |
| 21 | WFC | Wells Fargo & Co | Stock-Financials | 0.82% | -0.23% | +6.11% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | -0.06% | +14.25% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | +0.06% | +37.50% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 0.69% | -0.05% | +60.86% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.15% | +12.70% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.67% | -0.06% | +80.72% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.67% | +0.52% | +9.65% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.63% | -0.28% | +50.22% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.63% | +0.63% | -5.31% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.63% | — | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.39% | +11.18% | |
| 32 | MO | Altria Group Inc | Stock-Consumer Staples | 0.62% | -0.20% | +14.04% | |
| 33 | REET | Ishares Global Reit ETF | ETF-Other | 0.62% | -0.10% | +59.67% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | +0.02% | +6.80% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | +0.02% | +23.75% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.57% | -0.03% | -0.78% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.15% | +5.35% | |
| 38 | NUHY | Nuveen Esg Hi Yld CORP Bnd | ETF-Other | 0.54% | — | — | |
| 39 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.53% | — | +3.23% | |
| 40 | SYF | Synchrony Financial | Stock-Financials | 0.49% | -0.08% | -5.17% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | -0.02% | — | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.04% | +30.09% | |
| 43 | LIN | Linde plc | Stock-Materials | 0.46% | -0.01% | +112.98% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | +0.05% | +35.00% | |
| 45 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.45% | — | — | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.45% | — | -0.48% | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.44% | — | +13.17% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.44% | -0.12% | -24.63% | |
| 49 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.42% | -0.07% | +16.03% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.39% | +0.22% | NEW |
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 122 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SMMD, IWF) accounted for 20.2% of total reported equity market value during Q1 2025.
During Q1 2025, City National Bank Of Florida /msd's top holdings by market value included IVV (25.5%)、SMMD (8.0%)、IWF (4.0%). The largest single position, IVV, represented 25.5% of total portfolio value.
In Q1 2025, 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.
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