Top 50 City National Bank Of Florida Msd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 (MKT) | 25.66% | 65.9K | $43.0M | +13.74%(+7.96K) | $596.03(+24.57%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P SMALL-CAP (MKT) | 4.33% | 58.5K | $7.3M | +780.28%(+51.83K) | $121.54(+10.20%) | 2026-03-31 | |
| AGG | ISHARES CORE TOTAL US BOND | 3.87% | 65.4K | $6.5M | new | $99.57(-1.56%) | 2026-03-31 | |
| IWF | ISHARES RUSSELL 1000 GROWTH | 3.1% | 12.2K | $5.2M | +0.22%(+27) | $388.36(-67.98%) | 2026-03-31 | |
| SRLN | STATE STREET BLACKSTONE SENIOR | 3.05% | 127.6K | $5.1M | +37.43%(+34.76K) | $41.41(-2.16%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 3.05% | 29.4K | $5.1M | +18.85%(+4.66K) | $143.57(+56.94%) | 2026-03-31 | |
| SMMD | ISHARE RUSSEL 2500 ETF | 2.5% | 54.9K | $4.2M | -63.45%(-95.35K) | $67.11(+26.40%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.34% | 15.5K | $3.9M | +20.88%(+2.67K) | $238.47(+25.90%) | 2026-03-31 | |
| IUSB | ISHARES TRUST ISHARES CORE | 2.06% | 75.0K | $3.5M | -15.79%(-14.06K) | $46.14(-0.95%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.04% | 9.2K | $3.4M | +27.29%(+1.98K) | $427.20(-1.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.25% | +30.41% |
| Top 20 Holdings Unweighted | +10.37% | +34.43% |
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