Essex Savings Bank Incresed Positions in Q4 2024

Essex Savings Bank

  • $398 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
830
+ 0.74%
$221.69 - $259.02 $184K - $215K
113K $28.2M
AMZN
Amazon Com Inc

Consumer Cyclical
663
+ 2.03%
$180.88 - $232.93 $120K - $154K
33.3K $7.31M
ADP
Automatic Data Processing Inc

Industrials
550
+ 1.27%
$280.08 - $307.97 $154K - $169K
43.9K $12.8M
VTI
Vanguard Total Stock Market Et

ETFs
2.28K
+ 52.07%
$280.04 - $302.45 $638K - $689K
6.65K $1.93M
V
Visa Inc.

Financial Services
174
+ 1.13%
$273.87 - $320.91 $47.7K - $55.8K
15.6K $4.93M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 6.67%
$664750.0 - $724132.5 $665K - $724K
16 $10.9M
TSLA
Tesla, Inc.

Consumer Cyclical
172
+ 5.5%
$213.65 - $479.86 $36.7K - $82.5K
3.3K $1.33M
WMT
Walmart Inc.

Consumer Defensive
310
+ 0.68%
$79.1 - $95.7 $24.5K - $29.7K
45.8K $4.14M
NFLX
Netflix Inc

Communication Services
79
+ 4.48%
$687.65 - $936.56 $54.3K - $74K
1.84K $1.64M
SPY
Spdr S&P 500 ETF Trust

ETFs
470
+ 8.89%
$567.81 - $607.81 $267K - $286K
5.76K $3.37M
QQQ
Invesco Qqq Trust, Series 1

ETFs
270
+ 4.01%
$481.22 - $538.17 $130K - $145K
7.01K $3.58M
CRM
Salesforce, Inc.

Technology
24
+ 0.53%
$270.87 - $367.87 $6.5K - $8.83K
4.58K $1.53M
IYW
Ishares Dj Us Tech ETF

ETFs
1.34K
+ 49.81%
$148.14 - $166.23 $198K - $222K
4.02K $640K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.41K
+ 10.09%
$124.26 - $134.12 $175K - $189K
15.4K $1.98M
MA
Mastercard Inc

Financial Services
147
+ 3.48%
$491.3 - $536.15 $72.2K - $78.8K
4.37K $2.3M
NKE
Nike, Inc.

Consumer Cyclical
3.75K
+ 53.95%
$73.36 - $89.13 $275K - $334K
10.7K $810K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.95K
+ 17.11%
$61.68 - $67.87 $182K - $200K
20.2K $1.26M
ETN
Eaton Corp PLC

Industrials
541
+ 15.97%
$326.96 - $377.52 $177K - $204K
3.93K $1.3M
GS
Goldman Sachs Group Inc

Financial Services
6
+ 0.3%
$486.1 - $608.57 $2.92K - $3.65K
2K $1.14M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.58K
+ 11.4%
$113.92 - $127.38 $179K - $201K
15.4K $1.77M
NOW
Service Now, Inc.

Technology
39
+ 6.69%
$867.18 - $1148.42 $33.8K - $44.8K
622 $659K
BMY
Bristol Myers Squibb CO

Healthcare
733
+ 4.39%
$51.92 - $59.94 $38.1K - $43.9K
17.4K $985K
HON
Honeywell International Inc

Industrials
8
+ 0.13%
$202.84 - $236.0 $1.62K - $1.89K
6.07K $1.37M
MS
Morgan Stanley

Financial Services
263
+ 8.4%
$104.42 - $134.99 $27.5K - $35.5K
3.39K $426K
CMI
Cummins Inc

Industrials
21
+ 0.64%
$324.93 - $383.42 $6.82K - $8.05K
3.31K $1.15M
AXP
American Express CO

Financial Services
48
+ 1.66%
$267.35 - $305.57 $12.8K - $14.7K
2.95K $874K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
340
+ 3.27%
$442.29 - $483.08 $150K - $164K
10.7K $4.86M
VB
Vanguard Small Cap ETF

ETFs
250
+ 3.4%
$233.76 - $261.58 $58.4K - $65.4K
7.6K $1.83M
ISRG
Intuitive Surgical Inc

Healthcare
123
+ 22.91%
$471.27 - $550.62 $58K - $67.7K
660 $344K
PANW
Palo Alto Networks Inc

Technology
4.36K
+ 97.67%
$181.96 - $405.9 $794K - $1.77M
8.83K $1.61M
IEFA
Ishares Tr

ETFs
2.13K
+ 21.62%
$70.06 - $77.43 $150K - $165K
12K $843K
ABT
Abbott Laboratories

Healthcare
651
+ 11.36%
$111.93 - $119.39 $72.9K - $77.7K
6.38K $721K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.46K
+ 32.24%
$51.09 - $55.27 $74.3K - $80.4K
5.97K $305K
IWP
Ishares Russell Mid Cap Growth

ETFs
105
+ 2.06%
$116.4 - $138.52 $12.2K - $14.5K
5.2K $659K
BAC
Bank Of America Corp

Financial Services
262
+ 2.59%
$39.22 - $47.77 $10.3K - $12.5K
10.4K $455K
BX
Blackstone Inc.

Financial Services
21
+ 0.89%
$148.45 - $199.05 $3.12K - $4.18K
2.39K $412K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
437
+ 2.77%
$126.68 - $134.74 $55.4K - $58.9K
16.2K $2.07M
IWM
Ishares Russell 2000 ETF

ETFs
200
+ 2.07%
$216.13 - $242.4 $43.2K - $48.5K
9.86K $2.18M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
642
+ 12.73%
$77.86 - $79.27 $50K - $50.9K
5.68K $443K
C
Citigroup Inc

Financial Services
41
+ 0.87%
$61.31 - $72.5 $2.51K - $2.97K
4.77K $335K
IAU
Ishares Gold Trust

ETFs
791
+ 9.53%
$48.37 - $52.65 $38.3K - $41.6K
9.09K $450K
XLK
Technology Sector Spdr

ETFs
138
+ 14.89%
$220.26 - $241.44 $30.4K - $33.3K
1.07K $247K
USB
Us Bancorp \De\

Financial Services
216
+ 1.78%
$43.98 - $53.66 $9.5K - $11.6K
12.4K $590K
RSP
Invesco S&P 500 Equal Weight E

ETFs
277
+ 7.67%
$174.22 - $187.62 $48.3K - $52K
3.89K $681K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
689
+ 10.9%
$50.67 - $50.9 $34.9K - $35.1K
7.01K $355K
VGIT
Vanguard Intermediate Term Tre

ETFs
1.59K
+ 6.19%
$57.78 - $60.4 $91.9K - $96K
27.3K $1.58M
AVUV
American Centy ETF Tr Avantis

ETFs
291
+ 12.47%
$94.37 - $106.41 $27.5K - $31K
2.63K $253K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
702
+ 10.81%
$44.33 - $49.55 $31.1K - $34.8K
7.19K $323K
COP
Conocophillips

Energy
812
+ 9.44%
$95.12 - $114.72 $77.2K - $93.2K
9.41K $933K
Activity Summary
Buys All Purchases 154 New Holdings 27 Increased Positions 127 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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