Penobscot Wealth Management Portfolio Holdings
Penobscot Wealth Management
- $185 Million
- Q3 2024
Penobscot Wealth Management has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $185 Million distributed in 76 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $40.6M, Vanguard Ftse Developed Market with a value of $30.6M, Ishares Tr Core Intl Aggregate with a value of $9.83M, Vanguard Information Technolog with a value of $8.54M, and Vanguard Ftse Emerging Mkts Et with a value of $7.26M.
Examining the 13F form we can see an increase of $17.2M in the current position value, from $168M to 185M.
Below you can find more details about Penobscot Wealth Management portfolio as well as his latest detailed transactions.
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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