Passumpsic Savings Bank Incresed Positions in Q4 2024

Passumpsic Savings Bank

  • $160 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
96
+ 0.89%
$205.18 - $250.29 $19.7K - $24K
10.8K $2.6B
IWY
Ishares Tr Russell 200 Growth

ETFs
188
+ 1.17%
$216.72 - $244.71 $40.7K - $46K
16.2K $3.82B
VCIT
Vanguard Intermediate Term Cor

ETFs
5.34K
+ 10.44%
$80.13 - $83.77 $427K - $447K
56.4K $4.53B
AAPL
Apple Inc.

Technology
626
+ 17.74%
$221.69 - $259.02 $139K - $162K
4.15K $1.04B
MA
Mastercard Inc

Financial Services
35
+ 0.7%
$491.3 - $536.15 $17.2K - $18.8K
5.03K $2.65B
GOOGL
Alphabet Inc.

Communication Services
203
+ 4.32%
$161.86 - $196.66 $32.9K - $39.9K
4.9K $928M
IWP
Ishares Russell Mid Cap Growth

ETFs
76
+ 0.63%
$116.4 - $138.52 $8.85K - $10.5K
12.1K $1.54B
MGV
Vanguard Mega Cap Value

ETFs
826
+ 7.67%
$124.06 - $133.48 $102K - $110K
11.6K $1.45B
VBK
Vanguard Small Cap Growth ETF

ETFs
88
+ 3.4%
$264.18 - $304.19 $23.2K - $26.8K
2.68K $749M
BMO
Bank Of Montreal

Financial Services
13
+ 0.25%
$89.75 - $103.39 $1.17K - $1.34K
5.16K $500M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
4.21K
+ 9.47%
$74.68 - $81.45 $314K - $342K
48.6K $3.63B
IGLB
Ishares 10+ Year Investment Gr

ETFs
2.38K
+ 11.1%
$49.36 - $53.72 $117K - $128K
23.8K $1.18B
T
At&T Inc.

Communication Services
574
+ 3.3%
$21.22 - $23.88 $12.2K - $13.7K
17.9K $409M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
1.3K
+ 11.24%
$23.42 - $24.25 $30.4K - $31.5K
12.9K $304M
MSFT
Microsoft Corp

Technology
105
+ 3.71%
$406.35 - $454.46 $42.7K - $47.7K
2.94K $1.24B
ABC
Amerisourcebergen Corp

Healthcare
95
+ 1.47%
N/A
6.56K $1.47B
VBR
Vanguard Small Cap Value ETF

ETFs
114
+ 4.4%
$197.36 - $217.3 $22.5K - $24.8K
2.7K $536M
VOE
Vanguard Mid Cap Value Index F

ETFs
147
+ 4.59%
$160.89 - $176.18 $23.7K - $25.9K
3.35K $541M
IBM
International Business Machines Corp

Technology
32
+ 1.56%
$204.9 - $238.04 $6.56K - $7.62K
2.08K $457M
VIG
Vanguard Dividend Appreciation

ETFs
45
+ 1.09%
N/A
4.19K $821M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
69
+ 1.13%
$442.29 - $483.08 $30.5K - $33.3K
6.18K $2.8B
D
Dominion Energy, Inc

Utilities
136
+ 1.78%
$52.63 - $60.92 $7.16K - $8.29K
7.78K $419M
JNJ
Johnson & Johnson

Healthcare
6
+ 0.37%
$143.34 - $165.86 $860 - $995
1.62K $234M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.56K
+ 8.3%
$58.88 - $64.8 $151K - $166K
33.4K $1.97B
NWE
Northwestern Corp

Utilities
106
+ 1.0%
$50.44 - $57.24 $5.35K - $6.07K
10.8K $575M
DUK
Duke Energy Corp

Utilities
79
+ 1.38%
$105.76 - $120.76 $8.36K - $9.54K
5.82K $627M
BHP
Bhp Group LTD

Basic Materials
325
+ 7.15%
$48.78 - $62.43 $15.9K - $20.3K
4.87K $238M
PSX
Phillips 66

Energy
37
+ 1.15%
$110.35 - $138.93 $4.08K - $5.14K
3.26K $371M
KHC
Kraft Heinz CO

Consumer Defensive
234
+ 1.71%
$30.1 - $36.02 $7.04K - $8.43K
13.9K $427M
RIO
Rio Tinto PLC

Basic Materials
913
+ 10.33%
$58.59 - $71.15 $53.5K - $65K
9.75K $574M
TD
Toronto Dominion Bank

Financial Services
51
+ 0.68%
$51.56 - $63.8 $2.63K - $3.25K
7.58K $404M
LEN
Lennar Corp

Consumer Cyclical
228
+ 1.77%
$136.2 - $188.96 $31.1K - $43.1K
13.1K $1.79B
SPLB
Spdr Portfolio Long Term Corpo

ETFs
1.19K
+ 0.33%
$22.21 - $24.22 $26.5K - $28.8K
360K $8B
Activity Summary
Buys All Purchases 42 New Holdings 8 Increased Positions 34 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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