Grove Bank & Trust Portfolio Holdings
Grove Bank & Trust
- $739 Million
- Q1 2025
Grove Bank & Trust has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $739 Million distributed in 970 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $83.9M, Ishares Core S&P Mid Cap ETF with a value of $44.3M, Apple Inc. with a value of $38.3M, Ishares Core S&P Sm Cap ETF with a value of $32.5M, and Ishares Core S&P 500 ETF with a value of $21.8M.
Examining the 13F form we can see an increase of $26.1M in the current position value, from $713M to 739M.
Below you can find more details about Grove Bank & Trust portfolio as well as his latest detailed transactions.
Portfolio value
$739 Million
ETFs: $421 Million
Technology: $101 Million
Financial Services: $48 Million
Healthcare: $43.6 Million
Consumer Cyclical: $30 Million
Communication Services: $22.5 Million
Consumer Defensive: $22.3 Million
Energy: $16.7 Million
Other: $33.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 970
- Current Value $739 Million
- Prior Value $713 Million
- Filing
- Period Q1 2025
- Filing Date April 17, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 84 stocks
- Additional Purchases 345 stocks
- Sold out of 0 stocks
- Reduced holdings in 137 stocks