HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD (VOO) |
129,515 | +11,264 | $62,258 |
| VOO | 129,515 | +11,264 | $62,258 |
| iShares ETFs USA (IJH) |
694,632 | +561,806 | $42,192 |
| IJH | 694,632 | +561,806 | $42,192 |
| iShares ETFs USA (IJR) |
312,503 | +9,697 | $34,538 |
| IJR | 312,503 | +9,697 | $34,538 |
| Apple Inc |
163,514 | -9,153 | $28,039 |
| AAPL | 163,514 | -9,153 | $28,039 |
| ISHARES (IVV) |
31,980 | +1,661 | $16,813 |
| IVV | 31,980 | +1,661 | $16,813 |
| Amazon.com Inc |
82,710 | +6,738 | $14,919 |
| AMZN | 82,710 | +6,738 | $14,919 |
| MICROSOFT CORP |
34,892 | +642 | $14,680 |
| MSFT | 34,892 | +642 | $14,680 |
| ISHARES (IEFA) |
182,425 | -2,547 | $13,540 |
| IEFA | 182,425 | -2,547 | $13,540 |
| Vanguard ETF USA (VTEB) |
241,544 | +40,882 | $12,222 |
| VTEB | 241,544 | +40,882 | $12,222 |
| BlackRock Fund Advisors (SUB) |
100,036 | +9,220 | $10,477 |
| SUB | 100,036 | +9,220 | $10,477 |
| NVIDIA Corp |
11,554 | +44 | $10,440 |
| NVDA | 11,554 | +44 | $10,440 |
| State Street ETF USA (SPY) |
18,182 | -552 | $9,510 |
| SPY | 18,182 | -552 | $9,510 |
| Vanguard ETF USA (VTV) |
55,393 | +2,321 | $9,021 |
| VTV | 55,393 | +2,321 | $9,021 |
| VANGUARD ETF USA (VCSH) |
109,126 | +30,923 | $8,437 |
| VCSH | 109,126 | +30,923 | $8,437 |
| STATE STREET ETF USA (MDY) |
14,923 | -421 | $8,303 |
| MDY | 14,923 | -421 | $8,303 |
| ISHARES USA (IWF) |
21,364 | UNCH | $7,201 |
| IWF | 21,364 | UNCH | $7,201 |
| Exxon Mobil Corp |
60,201 | -342 | $6,998 |
| XOM | 60,201 | -342 | $6,998 |
| iShares ETFs USA (ITOT) |
59,310 | UNCH | $6,838 |
| ITOT | 59,310 | UNCH | $6,838 |
| Alphabet Inc |
44,046 | +1,769 | $6,706 |
| GOOG | 44,046 | +1,769 | $6,706 |
| iShares ETFs USA (IEMG) |
126,513 | -4,226 | $6,528 |
| IEMG | 126,513 | -4,226 | $6,528 |
| iShares ETFs USA (EFA) |
76,308 | -145 | $6,094 |
| EFA | 76,308 | -145 | $6,094 |
| Vanguard ETF USA (VO) |
24,274 | +854 | $6,065 |
| VO | 24,274 | +854 | $6,065 |
| First Trust ETFs USA (LMBS) |
125,482 | +11,075 | $6,055 |
| LMBS | 125,482 | +11,075 | $6,055 |
| Vanguard ETF USA (VB) |
24,335 | +864 | $5,563 |
| VB | 24,335 | +864 | $5,563 |
| JPMorgan Chase & Co |
26,648 | +2,356 | $5,338 |
| JPM | 26,648 | +2,356 | $5,338 |
| Vanguard ETF USA (BND) |
72,741 | +7,809 | $5,283 |
| BND | 72,741 | +7,809 | $5,283 |
| VISA INC |
16,723 | +2,373 | $4,667 |
| V | 16,723 | +2,373 | $4,667 |
| Eli Lilly & Co |
5,804 | +72 | $4,515 |
| LLY | 5,804 | +72 | $4,515 |
| ALPHABET INC |
28,544 | +2,434 | $4,308 |
| GOOGL | 28,544 | +2,434 | $4,308 |
| Abbott Laboratories |
37,806 | +5,908 | $4,297 |
| ABT | 37,806 | +5,908 | $4,297 |
| Vanguard ETF USA (VNQ) |
49,149 | -424 | $4,250 |
| VNQ | 49,149 | -424 | $4,250 |
| iShares ETFs USA (AGG) |
42,930 | +4,282 | $4,205 |
| AGG | 42,930 | +4,282 | $4,205 |
| iShares ETFs USA (USHY) |
111,838 | +21,702 | $4,092 |
| USHY | 111,838 | +21,702 | $4,092 |
| MASTERCARD INC |
8,319 | +1,118 | $4,006 |
| MA | 8,319 | +1,118 | $4,006 |
| SALESFORCE.COM INC |
12,938 | +685 | $3,897 |
| CRM | 12,938 | +685 | $3,897 |
| ISHARES USA (MUB) |
35,227 | -18,404 | $3,790 |
| MUB | 35,227 | -18,404 | $3,790 |
| Vanguard ETF USA (VDE) |
28,724 | +4,383 | $3,783 |
| VDE | 28,724 | +4,383 | $3,783 |
| SELECT SECTOR SPDR (XLE) |
39,562 | +6,794 | $3,735 |
| XLE | 39,562 | +6,794 | $3,735 |
| NETFLIX INC |
5,909 | +407 | $3,589 |
| NFLX | 5,909 | +407 | $3,589 |
| Johnson & Johnson |
22,156 | +2,997 | $3,505 |
| JNJ | 22,156 | +2,997 | $3,505 |
| UnitedHealth Group Inc |
6,781 | +158 | $3,355 |
| UNH | 6,781 | +158 | $3,355 |
| Accenture PLC |
9,615 | +389 | $3,333 |
| ACN | 9,615 | +389 | $3,333 |
| Thermo Fisher Scientific Inc |
5,655 | +2,107 | $3,287 |
| TMO | 5,655 | +2,107 | $3,287 |
| Home Depot Inc The |
8,139 | -154 | $3,122 |
| HD | 8,139 | -154 | $3,122 |
| ServiceNow Inc |
4,031 | -1,085 | $3,073 |
| NOW | 4,031 | -1,085 | $3,073 |
| Adobe Inc |
5,563 | -1,378 | $2,807 |
| ADBE | 5,563 | -1,378 | $2,807 |
| Chevron Corp |
17,456 | +772 | $2,754 |
| CVX | 17,456 | +772 | $2,754 |
| BK OF AMERICA CORP |
71,459 | -351 | $2,710 |
| BAC | 71,459 | -351 | $2,710 |
| Airbnb Inc |
15,394 | +1,004 | $2,539 |
| ABNB | 15,394 | +1,004 | $2,539 |
| Procter & Gamble Co The |
14,438 | -119 | $2,343 |
| PG | 14,438 | -119 | $2,343 |
See Full List: All Stocks Held By Grove Bank & Trust
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Grove Bank & Trust
|
Size ($ in 1000's)
At 03/31/2024: $593,657 At 12/31/2023: $543,543 Grove Bank & Trust holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Grove Bank & Trust 13F filings. Link to 13F filings: SEC filings |
