Union Savings Bank has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $204 Billion distributed in 389 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $23.3B, Berkshire Hathaway Inc with a value of $22.1B, Ishares Core S&P Mid Cap ETF with a value of $10.7B, Spdr S&P 500 ETF Trust with a value of $10.5B, and Microsoft Corp with a value of $7.35B.
Examining the 13F form we can see an increase of $13.6B in the current position value, from $190B to 204B.
Union Savings Bank is based out at Litchfield, CT
Below you can find more details about Union Savings Bank portfolio as well as his latest detailed transactions.
Portfolio value
$204 Billion
ETFs: $87.4 Billion
Financial Services: $33.6 Billion
Technology: $22.8 Billion
Healthcare: $15.2 Billion
Industrials: $9.88 Billion
Consumer Defensive: $9.25 Billion
Consumer Cyclical: $8.99 Billion
Communication Services: $5.42 Billion
Other: $10.5 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
