Essex Savings Bank Incresed Positions in Q4 2024

Essex Savings Bank

  • $398 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSX
Boston Scientific Corp

Healthcare
87
+ 2.39%
$83.62 - $91.5 $7.27K - $7.96K
3.73K $332K
TXN
Texas Instruments Inc

Technology
129
+ 5.17%
N/A
2.63K $511K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.7K
+ 226.68%
$26.93 - $84.95 $316K - $997K
16.9K $462K
MO
Altria Group, Inc.

Consumer Defensive
204
+ 1.93%
$49.06 - $57.74 $10K - $11.8K
10.8K $563K
IWS
Ishares Russell Midcap Value E

ETFs
210
+ 10.71%
$128.08 - $140.32 $26.9K - $29.5K
2.17K $280K
INTU
Intuit Inc

Technology
22
+ 3.53%
$602.01 - $706.25 $13.2K - $15.5K
646 $406K
TRV
Travelers Companies, Inc.

Financial Services
8
+ 0.32%
$225.97 - $266.66 $1.81K - $2.13K
2.5K $602K
ACN
Accenture PLC

Technology
74
+ 1.56%
$343.9 - $376.86 $25.4K - $27.9K
4.81K $1.69M
BK
Bank Of New York Mellon Corp

Financial Services
21
+ 0.66%
$70.82 - $81.87 $1.49K - $1.72K
3.19K $245K
CTVA
Corteva, Inc.

Basic Materials
412
+ 11.18%
$55.21 - $64.13 $22.7K - $26.4K
4.1K $233K
SCHX
Schwab Strategic Tr Us Large C

ETFs
12.7K
+ 200.0%
$22.4 - $68.28 $285K - $869K
19.1K $442K
ASML
Asml Holding Nv

Technology
194
+ 21.95%
$658.43 - $872.27 $128K - $169K
1.08K $747K
WIT
Wipro LTD

Technology
13.7K
+ 100.0%
$3.54 - $7.24 $48.3K - $98.9K
27.3K $96K
IWD
Ishares Russell 1000 Val ETF

ETFs
113
+ 4.29%
$183.23 - $199.79 $20.7K - $22.6K
2.75K $508K
AJG
Arthur J. Gallagher & Co.

Financial Services
11
+ 1.35%
$278.49 - $315.16 $3.06K - $3.47K
828 $235K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.3K
+ 196.72%
$22.01 - $66.82 $227K - $689K
15.6K $353K
IQDF
Flexshares International Quali

ETFs
1.85K
+ 14.88%
$23.12 - $26.48 $42.7K - $48.9K
14.3K $331K
SYK
Stryker Corp

Healthcare
26
+ 0.45%
$345.14 - $392.15 $8.97K - $10.2K
5.84K $2.1M
ADSK
Autodesk, Inc.

Technology
1
+ 0.13%
N/A
761 $187K
Laboratory Corp Amer Hldgs Com New
14
+ 1.13%
N/A
1.26K $0
FIS
Fidelity National Information Services, Inc.

Technology
111
+ 4.11%
$80.14 - $90.95 $8.9K - $10.1K
2.81K $226K
Linde PLC Com Euro .001
4
+ 0.65%
N/A
619 $0
Canadian Pac Ry LTD Com
89
+ 2.94%
N/A
3.11K $0
J P Morgan Exchange Traded Fhedged Equity La
4.33K
+ 102.61%
N/A
8.55K $0
Kenvue Inc Com
665
+ 3.97%
N/A
17.4K $0
UBER
Uber Technologies, Inc

Technology
1.49K
+ 23.81%
$59.93 - $86.34 $89K - $128K
7.72K $465K
DEO
Diageo PLC

Consumer Defensive
213
+ 8.89%
$118.0 - $139.88 $25.1K - $29.8K
2.61K $331K
VONV
Vanguard Russell 1000 Value Et

ETFs
75
+ 1.23%
$80.87 - $87.69 $6.07K - $6.58K
6.16K $500K
WM
Waste Management Inc

Industrials
1
+ 0.08%
$201.79 - $228.46 $202 - $228
1.3K $261K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
57
+ 1.34%
$50.14 - $52.56 $2.86K - $3K
4.32K $217K
DUK
Duke Energy Corp

Utilities
438
+ 5.96%
$105.76 - $120.76 $46.3K - $52.9K
7.78K $838K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
20
+ 0.64%
$74.5 - $78.37 $1.49K - $1.57K
3.14K $234K
APD
Air Products & Chemicals, Inc.

Basic Materials
16
+ 0.88%
$285.5 - $335.62 $4.57K - $5.37K
1.83K $529K
EFV
Msci Eafe Value ETF

ETFs
616
+ 7.34%
$51.78 - $57.15 $31.9K - $35.2K
9.01K $472K
HLN
Haleon PLC

Healthcare
266
+ 1.77%
$9.23 - $10.71 $2.46K - $2.85K
15.3K $146K
ICE
Intercontinental Exchange, Inc.

Financial Services
17
+ 1.19%
$148.29 - $166.93 $2.52K - $2.84K
1.45K $216K
ADI
Analog Devices Inc

Technology
7
+ 0.74%
$206.35 - $236.48 $1.44K - $1.66K
957 $203K
ORCL
Oracle Corp

Technology
83
+ 1.04%
$165.41 - $192.43 $13.7K - $16K
8.06K $1.34M
D
Dominion Energy, Inc

Utilities
11
+ 0.23%
$52.63 - $60.92 $579 - $670
4.72K $254K
VTV
Vanguard Value ETF

ETFs
40
+ 0.79%
$168.32 - $181.87 $6.73K - $7.27K
5.13K $868K
EXC
Exelon Corp

Utilities
45
+ 0.58%
$36.22 - $40.97 $1.63K - $1.84K
7.76K $292K
URI
United Rentals, Inc.

Industrials
16
+ 5.08%
$704.44 - $880.32 $11.3K - $14.1K
331 $233K
UL
Unilever PLC

Consumer Defensive
228
+ 5.18%
$56.7 - $64.64 $12.9K - $14.7K
4.63K $262K
NOC
Northrop Grumman Corp

Industrials
43
+ 5.54%
$466.52 - $543.88 $20.1K - $23.4K
819 $384K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.45K
+ 105.83%
$18.41 - $40.87 $156K - $345K
16.4K $303K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
712
+ 4.56%
$44.04 - $49.49 $31.4K - $35.2K
16.3K $719K
SHW
Sherwin Williams CO

Basic Materials
14
+ 1.59%
$338.75 - $399.71 $4.74K - $5.6K
894 $303K
LOW
Lowes Companies Inc

Consumer Cyclical
36
+ 2.03%
$244.52 - $284.07 $8.8K - $10.2K
1.81K $446K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
15
+ 2.22%
$396.64 - $516.74 $5.95K - $7.75K
692 $278K
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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