SEC 13F Intelligence

Managers / Q1 2023 · view latest →

First National Bank of South Miami

CIK 0001739878 · 5750 SUNSET DR., SOUTH MIAMI, FL, 33143 · 305-662-5458

Reported Value
Under review
reported total failed a data-quality check
Positions
342
Filings on Record
19
2019–present window
Filed
Apr 17, 2023
original filing

Summary

Compared with Q4 2022, the fund opened 4 new positions and exited 12.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $102MQ4 ’18Q1 ’19: $105MQ2 ’19: $107MQ3 ’19: $105MQ3 ’19Q4 ’19: $101MQ1 ’20: $79MQ2 ’20: $93MQ2 ’20Q3 ’20: $105MQ4 ’20: $116MQ1 ’21: $131MQ1 ’21Q2 ’21: $147MQ3 ’21: $149MQ4 ’21: $165MQ4 ’21Q1 ’22: $165MQ2 ’22: $147MQ3 ’22: $129MQ3 ’22Q2 ’23: $124Mfilingsflow.com

Portfolio Composition

By security type
ETP: 50.1%Common Stock: 48.9%ADR: 0.5%Other: 0.4%REIT: 0.2%
  • ETP · 50.1% · $63M
  • Common Stock · 48.9% · $61M
  • ADR · 0.5% · $613,224
  • Other · 0.4% · $493,287
  • REIT · 0.2% · $216,312

Quarter-over-Quarter Changes full breakdown →

vs Q4 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
TXTTEXTRON INCNEW+911911+$64,344$64,344
TSLATESLA INCNEW+250250+$51,865$51,865
DDOMINION ENERGY INCNEW+758758+$42,378$42,378
GEHCGE HEALTHCARE TECHNOLOGIES INCNEW+4949+$4,019$4,019
BABINVESCO TAXABLE MUNICIPALSOLD OUT5.7K0$147,000$0
VOVANGUARD MID-CAP ETF (MKT)SOLD OUT4310$88,000$0
VCRVANGUARD CONSUMER DISCRETIONARYSOLD OUT3350$73,000$0
IWNISHARES RUSSELL 2000 VALUE (MKT)SOLD OUT3610$50,000$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2023

263 positions
#IssuerClass% PortfolioValueShares
1EFAISHARES MSCI EAFE (MKT)history →MUTUAL FUND/STO8.34%$10M146.5K
2MSFTMICROSOFT CORPhistory →COMMON STOCK3.80%$5M16.5K
3ISHARES IBOXX $ INVST GRADE CRPMUTUAL FUND/COR3.58%$5M41.1K
4IVVISHARES CORE S&P 500 (MKT)history →MUTUAL FUND/STO3.43%$4M10.5K
5VXFVANGUARD EXTENDED MARKET INDEXhistory →MUTUAL FUND/STO3.25%$4M29.1K
6IJHISHARES CORE S&P MID-CAP (MKT)history →MUTUAL FUND/STO3.24%$4M16.3K
7IGSBISHARES SHORT-TERMhistory →MUTUAL FUND/COR2.76%$3M68.6K
8VWOVANGUARD EMERGING MARKETS STOCKhistory →MUTUAL FUND/STO2.70%$3M83.9K
9IJRISHARES CORE S&P SMALL-CAP (MKT)history →MUTUAL FUND/STO2.18%$3M28.3K
10MUBISHARES NATIONAL MUNI BOND ETFhistory →MUTUAL FUNDS/MU2.09%$3M24.3K
11VNQVANGUARD REAL ESTATE ETFhistory →MUTUAL FUND/STO1.73%$2M26.2K
12AAPLAPPLE INChistory →COMMON STOCK1.64%$2M12.5K
13HDHOME DEPOT INChistory →COMMON STOCK1.57%$2M6.7K
14EXMOCEXXON MOBIL CORPhistory →COMMON STOCK1.46%$2M16.8K
15PFFISHARES PFD & INC SECURITIES ETFhistory →MUTUAL FUND/COR1.31%$2M52.5K
16COMTISHARES COMMODITIES SELECThistory →MUTUAL FUND/STO1.18%$1M54.9K
17JPMJPMORGAN CHASE & COhistory →COMMON STOCK1.14%$1M11.0K
18PFEPFIZER INChistory →COMMON STOCK1.07%$1M33.1K
19COSTCOSTCO WHOLESALE CORPhistory →COMMON STOCK1.07%$1M2.7K
20IGVISHARES NORTH AMERICANhistory →MUTUAL FUND/STO1.07%$1M4.4K
21GOOGALPHABET INCCOMMON STOCK1.06%$1M12.8K
22AGGISHARES CORE US AGGBD BD ETFhistory →MUTUAL FUND/COR1.03%$1M12.9K
23XLKTECHNOLOGY SELECT SECTOR SPDRRhistory →MUTUAL FUND/STO1.01%$1M8.4K
24JNJJOHNSON & JOHNSONCOMMON STOCK0.96%$1M7.8K
25TAT&T INCCOMMON STOCK0.92%$1M60.2K
26VTIVANGUARD TOTAL STOCK MARKET ETFMUTUAL FUND/STO0.91%$1M5.6K
27ADPAUTOMATIC DATA PROCESSING INCCOMMON STOCK0.87%$1M4.9K
28NEENEXTERA ENERGY INCCOMMON STOCK0.87%$1M14.1K
29FXFINVESCO CURRENCYSHARESMUTUAL FUND/STO0.86%$1M11.1K
30CVXCHEVRON CORPCOMMON STOCK0.83%$1M6.4K
31UPSUNITED PARCEL SERVICECOMMON STOCK0.82%$1M5.3K
32IJJISHARES S&P MID-CAP 400 VALUEMUTUAL FUND/STO0.82%$1M10.0K
33BRK/BBERKSHIRE HATHAWAY INCCOMMON STOCK0.80%$998,5633.2K
34SHVISHARES SHORT TREASURY BONDMUTUAL FUND/GOV0.78%$978,0398.9K
35BLACKROCK INCCOMMON STOCK0.72%$907,9941.4K
36CSXCSX CORPCOMMON STOCK0.71%$887,06229.6K
37AXPAMERICAN EXPRESS COCOMMON STOCK0.70%$882,8145.4K
38CMCSACOMCAST CORPCOMMON STOCK0.70%$878,86723.2K
39DRIDARDEN RESTAURANTS INCCOMMON STOCK0.67%$841,1235.4K
40BMYBRISTOL-MYERS SQUIBB COCOMMON STOCK0.67%$839,27412.1K
41PMPHILIP MORRIS INTERNATIONAL INCCOMMON STOCK0.66%$833,1488.6K
42AMZNAMAZON.COM INCCOMMON STOCK0.66%$829,7288.0K
43WMTWALMART INCCOMMON STOCK0.66%$828,6705.6K
44EMREMERSON ELECTRIC COCOMMON STOCK0.65%$815,1089.4K
45DUKDUKE ENERGY CORPCOMMON STOCK0.64%$806,2988.4K
46IJKISHARES S&P MIDCAP 400 GROWTHMUTUAL FUND/STO0.64%$803,20011.2K
47KOCOCA COLA COCOMMON STOCK0.63%$795,22712.8K
48PGPROCTER & GAMBLE COCOMMON STOCK0.59%$741,3685.0K
49VZVERIZON COMMUNICATIONS INCCOMMON STOCK0.58%$733,73718.9K
50LLYELI LILLY & COCOMMON STOCK0.58%$733,2012.1K
51DVYISHARES SELECT DIVIDEND (MKT)MUTUAL FUND/STO0.58%$724,5236.2K
52ABBVABBVIE INCCOMMON STOCK0.57%$713,1804.5K
53MBBISHARES MBS (MKT)MUTUAL FUND/GOV0.53%$668,9837.1K
54NVDANVIDIA CORPORATIONCOMMON STOCK0.53%$667,4822.4K
55UNHUNITEDHEALTH GROUP INCCOMMON STOCK0.52%$658,7931.4K
56DHRDANAHER CORPCOMMON STOCK0.51%$639,4252.5K
57CSCOCISCO SYSTEMS INCCOMMON STOCK0.51%$639,31912.2K
58KMBKIMBERLY-CLARK CORPCOMMON STOCK0.49%$614,8604.6K
59SOSOUTHERN COMPANYCOMMON STOCK0.49%$609,2478.8K
60GISGENERAL MILLS INCCOMMON STOCK0.48%$598,2207.0K
61SPYSPDR S&P 500 (MKT)MUTUAL FUND/STO0.47%$588,7031.4K
62ORCLORACLE CORPCOMMON STOCK0.45%$565,7916.1K
63ACNACCENTURE PLCFOREIGN STOCK0.43%$539,3261.9K
64ISHARES IBONDS DEC 2023 TERMMUTUAL FUND/COR0.39%$491,28019.5K
65METAMETA PLATFORMS INCCOMMON STOCK0.37%$470,2952.2K
66IJTISHARES S&P SMALL-CAP 600 GROWTHMUTUAL FUND/STO0.36%$451,1964.1K
67ELVELEVANCE HEALTHCOMMON STOCK0.36%$448,315975
68MDTMEDTRONIC PLCFOREIGN STOCK0.34%$426,0775.3K
69PEPPEPSICO INCCOMMON STOCK0.34%$426,0362.3K
70MRKMERCK & CO INCCOMMON STOCK0.33%$419,4973.9K
71IBMINTERNATIONAL BUSINESS MACHINESCOMMON STOCK0.33%$408,7403.1K
72VLOVALERO ENERGY CORPCOMMON STOCK0.32%$399,5342.9K
73VGITVANGUARD INTERM-TM GOVT BD IDXMUTUAL FUND/GOV0.32%$396,4576.6K
74RSPINVESCO EXCHANGE TRADED FD TRMUTUAL FUND/STO0.31%$394,0902.7K
75BBHVANECK VECTORS BIOTECH ETFMUTUAL FUND/STO0.31%$393,5552.4K
76PGRPROGRESSIVE CORPCOMMON STOCK0.31%$392,2712.7K
77GDGENERAL DYNAMICS CORPCOMMON STOCK0.31%$384,0791.7K
78TRVTRAVELERS COMPANIES INCCOMMON STOCK0.29%$368,3612.1K
79SPGIS&P GLOBAL INCCOMMON STOCK0.29%$366,1461.1K
80CVSCVS HEALTH CORPORATIONCOMMON STOCK0.29%$358,4004.8K
81DISDISNEY WALT COCOMMON STOCK0.28%$356,5633.6K
82ISHARES IBONDS DEC 2024MUTUAL FUND/COR0.26%$332,06313.5K
83CACICACI INTL INCCOMMON STOCK0.26%$330,9451.1K
84IGMISHARES NORTH AMERICAN TECHMUTUAL FUND/STO0.26%$329,140970
85IWMISHARES RUSSELL 2000 (MKT)MUTUAL FUND/STO0.25%$314,3441.8K
86IVWISHARES S&P 500 GROWTH (MKT)MUTUAL FUND/STO0.25%$308,3994.8K
87LMTLOCKHEED MARTIN CORPCOMMON STOCK0.25%$308,221652
88IVEISHARES S&P 500 VALUE (MKT)MUTUAL FUND/STO0.25%$307,9202.0K
89AMATAPPLIED MATERIALSCOMMON STOCK0.24%$305,7232.5K
90STLDSTEEL DYNAMICS INCCOMMON STOCK0.24%$305,3762.7K
91PSXPHILLIPS 66COMMON STOCK0.24%$299,5793.0K
92FTNTFORTINET INCCOMMON STOCK0.23%$291,7584.4K
93MDLZMONDELEZ INTL INCCOMMON STOCK0.22%$282,4364.1K
94WBAWALGREENS BOOTS ALLIANCE INCCOMMON STOCK0.22%$281,1708.1K
95TGTTARGET CORPCOMMON STOCK0.22%$280,7431.7K
96GPCGENUINE PARTS COMPANYCOMMON STOCK0.22%$274,3861.6K
97METMETLIFE INCCOMMON STOCK0.21%$263,1654.5K
98GILDGILEAD SCIENCES INCCOMMON STOCK0.21%$262,5183.2K
99BPBP PLCFOREIGN STOCK0.20%$256,0946.8K
100CECELANESE CORP DEL COMCOMMON STOCK0.20%$255,0212.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2023$124M322Jul 12, 202313F-HRchanges · EDGAR ↗
Q1 2023Under review342Apr 17, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review350Jan 12, 202313F-HRchanges · EDGAR ↗
Q3 2022$129M350Oct 31, 202213F-HRchanges · EDGAR ↗
Q2 2022$147M389Jul 13, 202213F-HRchanges · EDGAR ↗
Q1 2022$165M434Apr 8, 202213F-HRchanges · EDGAR ↗
Q4 2021$165M453Jan 18, 202213F-HRchanges · EDGAR ↗
Q3 2021$149M434Oct 7, 202113F-HRchanges · EDGAR ↗
Q2 2021$147M421Jul 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$131M400May 11, 202113F-HRchanges · EDGAR ↗
Q4 2020$116M391Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$105M377Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$93M377Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$79M368May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$101M361Feb 12, 202013F-HRchanges · EDGAR ↗
Q3 2019$105M390Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$107M393Aug 9, 201913F-HRchanges · EDGAR ↗
Q1 2019$105M379Apr 26, 201913F-HRchanges · EDGAR ↗
Q4 2018$102M384Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.