Exchange Bank Portfolio Holdings
Exchange Bank
- $124 Billion
- Q1 2025
Exchange Bank has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $124 Billion distributed in 181 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares National Muni Bond ETF with a value of $6.56B, Apple Inc. with a value of $6.13B, Johnson & Johnson with a value of $4.21B, Ishares Core U.S. Aggregate Bo with a value of $3.89B, and Procter & Gamble CO with a value of $3.87B.
Examining the 13F form we can see an decrease of $387M in the current position value, from $124B to 124B.
Exchange Bank is based out at Santa Rosa, CA
Below you can find more details about Exchange Bank portfolio as well as his latest detailed transactions.
Portfolio value
$124 Billion
ETFs: $37.5 Billion
Technology: $17.5 Billion
Consumer Defensive: $15.4 Billion
Industrials: $12.8 Billion
Financial Services: $12.5 Billion
Healthcare: $11.1 Billion
Energy: $6.83 Billion
Consumer Cyclical: $3.97 Billion
Other: $5.6 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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