Tompkins Financial Corp Reduced Holdings in Q4 2024

Tompkins Financial Corp

  • $1.06 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BCE
Bce Inc

Communication Services
-96K
- 98.78%
$22.53 - $34.84 $2.16M - $3.34M
1.19K $27K
PEG
Public Service Enterprise Group Inc

Utilities
-1.62K
- 1.27%
$81.87 - $94.51 $133K - $153K
126K $10.6M
AWK
American Water Works Company, Inc.

Utilities
-628
- 2.48%
$123.83 - $146.07 $77.8K - $91.7K
24.7K $3.07M
VZ
Verizon Communications Inc

Communication Services
-5.69K
- 18.65%
$39.6 - $45.21 $225K - $257K
24.8K $993K
CVS
Cvs Health Corp

Healthcare
-2.5K
- 36.56%
$43.78 - $67.46 $109K - $169K
4.34K $194K
DVY
Ishares Tr

ETFs
-1.07K
- 9.78%
$129.55 - $143.41 $138K - $153K
9.85K $1.29M
TGT
Target Corp

Consumer Defensive
-650
- 17.2%
$121.59 - $160.69 $79K - $104K
3.13K $422K
MCHP
Microchip Technology Inc

Technology
-165
- 2.48%
$55.51 - $79.05 $9.16K - $13K
6.48K $371K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-5
- 0.32%
$501.29 - $612.85 $2.51K - $3.06K
1.56K $812K
NEE
Nextera Energy Inc

Utilities
-221
- 2.26%
$69.77 - $85.43 $15.4K - $18.9K
9.56K $684K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-944
- 9.46%
$113.92 - $127.38 $108K - $120K
9.04K $1.04M
VGT
Vanguard Information Technolog

ETFs
-215
- 76.79%
$571.78 - $647.97 $123K - $139K
65 $40K
INTC
Intel Corp

Technology
-3.02K
- 16.28%
$19.07 - $26.23 $57.6K - $79.2K
15.5K $311K
AZO
Autozone Inc

Consumer Cyclical
-39
- 36.11%
$2981.19 - $3370.27 $116K - $131K
69 $220K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.96K
- 1.94%
$118.0 - $127.04 $232K - $250K
99.2K $12.1M
MDT
Medtronic PLC

Healthcare
-1.1K
- 81.05%
$79.61 - $92.24 $87.2K - $101K
256 $20K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-921
- 2.17%
$97.11 - $104.1 $89.4K - $95.9K
41.5K $4.06M
UPS
United Parcel Service Inc

Industrials
-635
- 40.58%
$122.65 - $138.35 $77.9K - $87.9K
930 $117K
CHE
Chemed Corp

Healthcare
-136
- 43.87%
$517.44 - $613.19 $70.4K - $83.4K
174 $92K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.3K
- 83.28%
$60.13 - $67.31 $78.2K - $87.5K
261 $15K
CMCSA
Comcast Corp

Communication Services
-1.62K
- 29.11%
$37.39 - $45.14 $60.5K - $73K
3.94K $147K
MTB
M&T Bank Corp

Financial Services
-500
- 31.53%
$172.48 - $221.95 $86.2K - $111K
1.09K $204K
VIG
Vanguard Dividend Appreciation

ETFs
-400
- 70.42%
N/A
168 $30K
HSY
Hershey CO

Consumer Defensive
-25
- 0.83%
$168.67 - $193.65 $4.22K - $4.84K
2.99K $506K
VHT
Vanguard Health Care ETF

ETFs
-200
- 27.17%
$250.81 - $283.3 $50.2K - $56.7K
536 $135K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-484
- 50.52%
$26.93 - $84.95 $13K - $41.1K
474 $12K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-330
- 14.1%
$131.66 - $144.0 $43.4K - $47.5K
2.01K $265K
CHD
Church & Dwight CO Inc

Consumer Defensive
-602
- 32.97%
$99.11 - $112.25 $59.7K - $67.6K
1.22K $128K
VNQ
Vanguard Specialized Funds Van

ETFs
-200
- 3.9%
$87.85 - $98.6 $17.6K - $19.7K
4.93K $439K
CVX
Chevron Corp

Energy
-48
- 0.23%
$141.15 - $162.53 $6.78K - $7.8K
20.5K $2.96M
AMT
American Tower Corp

Real Estate
-100
- 15.08%
$179.4 - $232.01 $17.9K - $23.2K
563 $103K
FISV
Fiserv Inc

Technology
-391
- 91.78%
N/A
35 $4K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-400
- 63.49%
$101.77 - $113.02 $40.7K - $45.2K
230 $24K
ORCL
Oracle Corp

Technology
-9
- 0.09%
$165.41 - $192.43 $1.49K - $1.73K
10.1K $1.69M
RTX
Raytheon Technologies Corp

Industrials
-100
- 2.02%
$114.45 - $127.21 $11.4K - $12.7K
4.84K $560K
IWP
Ishares Russell Mid Cap Growth

ETFs
-400
- 28.03%
$116.4 - $138.52 $46.6K - $55.4K
1.03K $130K
SBUX
Starbucks Corp

Consumer Cyclical
-331
- 31.67%
$87.44 - $102.5 $28.9K - $33.9K
714 $65K
SLB
Schlumberger Limited

Energy
-300
- 5.17%
$36.83 - $45.59 $11K - $13.7K
5.5K $210K
SYY
Sysco Corp

Consumer Defensive
-200
- 2.16%
$73.63 - $81.77 $14.7K - $16.4K
9.05K $691K
EXC
Exelon Corp

Utilities
-470
- 11.46%
$36.22 - $40.97 $17K - $19.3K
3.63K $136K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-100
- 25.58%
$311.11 - $335.64 $31.1K - $33.6K
291 $93K
IWV
Ishares Russell 3000 ETF

ETFs
-100
- 16.39%
$323.08 - $349.08 $32.3K - $34.9K
510 $170K
CRS
Carpenter Technology Corp

Industrials
-642
- 7.98%
$149.5 - $196.14 $96K - $126K
7.41K $1.26M
AEP
American Electric Power CO Inc

Utilities
-161
- 12.66%
$90.91 - $102.21 $14.6K - $16.5K
1.11K $102K
SO
Southern CO

Utilities
-90
- 3.54%
$81.5 - $94.15 $7.34K - $8.47K
2.46K $202K
VO
Vanguard Mid Cap ETF

ETFs
-100
- 18.42%
$261.5 - $284.63 $26.2K - $28.5K
443 $117K
STT
State Street Corp

Financial Services
-330
- 48.53%
$85.96 - $100.78 $28.4K - $33.3K
350 $34K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-386
- 7.09%
$30.48 - $34.2 $11.8K - $13.2K
5.06K $154K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-400
- 88.5%
$48.33 - $49.08 $19.3K - $19.6K
52 $2K
Activity Summary
Buys All Purchases 151 New Holdings 30 Increased Positions 121 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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