CANANDAIGUA NATIONAL BANK & TRUST CO Q1 2025 Filing

Filed April 25, 2025

Portfolio Value

$1.0B

Holdings

304

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (304 positions)

StockValue
IUSViShares Core S&P US Value ETF
$73.9M
SPYGSPDR S&P 500 Growth ETF
$44.8M
SPYSPDR S&P 500 ETF Trust
$38.3M
FNDFSchwab Fundamental Intl Equity ETF
$34.6M
MSFTMicrosoft Corporation
$31.3M
MDYVSpdr S P 400 Mid Cap Value ETF
$30.8M
AAPLApple Inc
$27.8M
XOMExxon-Mobil Corp
$25.8M
JPMJP Morgan Chase & Co
$21.8M
SLYVSPDR S&P 600 Small Cap Value ETF
$16.9M
JNJJohnson & Johnson
$15.1M
EFAiShares MSCI EAFE Index Fund
$14.7M
PGProcter & Gamble Co
$13.6M
RTXRTX Corp
$12.6M
AMZNAmazon Com Inc
$11.0M
VBVanguard Small Cap ETF
$10.9M
ORCLOracle Corporation
$10.7M
MCDMcDonalds Corp
$10.1M
PEPPepsico Inc
$9.9M
VOVanguard Mid-Cap Etf
$9.8M
PAYXPaychex Inc.
$9.6M
IWPiShares Russell Midcap Growth Index Fund
$9.4M
DEMWisdomTree Emerging Markets ETF
$9.2M
CVXChevron Corporation
$8.5M
MAMastercard Inc Cl A
$8.5M
GOOGAlphabet Inc Class C
$7.9M
MRKMerck & Co Inc New
$7.9M
ABTAbbott Laboratories
$7.8M
IBMIntl Business Machines Corp
$7.6M
TLTiShares 20 Year Treasury Bond ETF
$7.5M
STZConstellation Brands Inc Cl A
$7.5M
NVDANvidia Corp.
$7.0M
FISIFinancial Institutions, Inc
$7.0M
NDQInvesco QQQ Tr Series 1
$6.9M
ABBVAbbvie Inc
$6.4M
KOCoca Cola Co
$6.2M
LLYLilly Eli & Co
$6.0M
NEENextEra Energy Inc
$5.9M
CSCOCisco Systems
$5.5M
LMTLockheed Martin Corp Com
$5.5M
HDHome Depot Inc
$5.2M
BACBank Amer Corp
$5.0M
GSGoldman Sachs Group Inc.
$4.9M
CATCaterpillar Inc
$4.8M
VWOVanguard FTSE Emerging Mkt MFC
$4.8M
PFEPfizer Inc.
$4.8M
IWRiShares Russell MidCap Index Fund
$4.7M
ITOTiShares Core S&P Total US Stock Mkt ETF
$4.7M
NSCNorfolk Southern Corp
$4.4M
ACNAccenture PLC
$4.2M
VNQVanguard REIT ETF
$4.2M
BLKBlackRock Inc.
$4.1M
FISI 8.48 PERP B-1Financial Instn 8.48 Ser B 1
$4.1M
TJXTJX Companies Inc
$4.1M
PFFiShares Preferred & Income Secs ETF
$4.1M
AMGNAmgen Inc.
$3.9M
WMTWalmart Inc
$3.9M
BRK/BBerkshire Hathaway Inc Cl B
$3.8M
SDYSPDR S&P Dividend ETF
$3.8M
IWMiShares Tr Russell 2000 Index
$3.7M
SOSouthern Co
$3.7M
TMOThermo Fisher Scientific, Inc.
$3.7M
TXNTexas Instruments Inc
$3.6M
CARRCarrier Global Corporation
$3.6M
GOOGLAlphabet Inc Class A
$3.5M
DEDeere & Co
$3.5M
METAMeta Platforms Inc
$3.5M
ESGDiShares Trust MSCI EAFE ESG ETF
$3.4M
TTTrane Technologies PLC
$3.3M
ZJULInnovator Eqty Def Prot 1yr to July 2025 ETF
$3.2M
DONSPDR Dow Jones Indl Average ETF Trust
$3.2M
AFLAflac, Inc.
$3.2M
CICigna Group
$3.1M
CRMSalesforce.Com
$3.1M
DWDMorgan Stanley Dean Witter & Co.
$3.1M
GDGeneral Dynamics Corp
$3.1M
AXPAmerican Express Co
$3.1M
IVViShares Core S P 500 ETF
$3.0M
LOWLowes Companies Inc
$3.0M
SYKStryker Corp.
$3.0M
COPConocoPhillips
$3.0M
GEGE Aerospace
$2.9M
FQIDigital Rlty Tr Inc
$2.9M
DISDisney Walt Co
$2.9M
VVisa
$2.9M
ADBEAdobe Inc.
$2.8M
IWFiShares Russell 1000 Growth
$2.8M
Soper Company Common
$2.7M
CVSCVS Health Corp
$2.7M
SCHWSchwab Charles Corp
$2.6M
BACVerizon Communications
$2.6M
OTISOtis Worldwide Corp
$2.5M
AMTAmerican Tower Com REIT
$2.4M
ADPAutomatic Data Processing Inc
$2.4M
BABoeing Co
$2.3M
MMM3M Company
$2.3M
HONHoneywell Intl Inc
$2.3M
TRVTravelers Cos Inc.
$2.3M
BMYBristol-Myers Squibb Co.
$2.3M
MCKMcKesson Corporation
$2.3M
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