HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 EXXON MOBIL CORP |
178,115 | UNCH | $20,704 |
| XOM | 178,115 | UNCH | $20,704 |
| CHEVRON CORP NEW |
134,898 | UNCH | $20,121 |
| CVX | 134,898 | UNCH | $20,121 |
| APPLE INC |
111,301 | UNCH | $19,086 |
| AAPL | 111,301 | UNCH | $19,086 |
 BERKSHIRE HATHAWAY INC DEL |
$11,556 | ||
| BRK.A | 15 | UNCH | $8,139 |
| BRK.B | 9,580 | UNCH | $3,417 |
| MICROSOFT CORP |
27,081 | UNCH | $11,394 |
| MSFT | 27,081 | UNCH | $11,394 |
| JOHNSON & JOHNSON |
71,541 | UNCH | $11,213 |
| JNJ | 71,541 | UNCH | $11,213 |
| AUTOMATIC DATA PROCESSING IN |
43,209 | UNCH | $10,066 |
| ADP | 43,209 | UNCH | $10,066 |
| LILLY ELI & CO |
12,236 | UNCH | $9,519 |
| LLY | 12,236 | UNCH | $9,519 |
| VANGUARD INDEX FDS (VOO) |
15,090 | UNCH | $7,254 |
| VOO | 15,090 | UNCH | $7,254 |
| HOME DEPOT INC |
18,331 | UNCH | $7,032 |
| HD | 18,331 | UNCH | $7,032 |
| TARGET CORP |
32,934 | UNCH | $5,836 |
| TGT | 32,934 | UNCH | $5,836 |
| NVIDIA CORP |
6,082 | UNCH | $5,495 |
| NVDA | 6,082 | UNCH | $5,495 |
| AMAZON COM INC |
30,378 | UNCH | $5,480 |
| AMZN | 30,378 | UNCH | $5,480 |
| JPMORGAN CHASE & CO |
26,048 | UNCH | $5,217 |
| JPM | 26,048 | UNCH | $5,217 |
| PROCTER AND GAMBLE CO |
29,813 | UNCH | $4,837 |
| PG | 29,813 | UNCH | $4,837 |
| ALPHABET INC |
33,205 | UNCH | $4,680 |
| GOOG | 33,205 | UNCH | $4,680 |
| VERISK ANALYTICS INC |
18,251 | UNCH | $4,359 |
| VRSK | 18,251 | UNCH | $4,359 |
| MERCK & CO INC |
31,629 | UNCH | $4,173 |
| MRK | 31,629 | UNCH | $4,173 |
| VISA INC |
15,701 | UNCH | $4,088 |
| V | 15,701 | UNCH | $4,088 |
| ALPHABET INC |
25,706 | UNCH | $3,591 |
| GOOGL | 25,706 | UNCH | $3,591 |
| BROADCOM INC |
2,676 | UNCH | $3,547 |
| AVGO | 2,676 | UNCH | $3,547 |
| PEPSICO INC |
20,479 | UNCH | $3,478 |
| PEP | 20,479 | UNCH | $3,478 |
| INVESCO QQQ TR |
7,453 | UNCH | $3,052 |
| QQQ | 7,453 | UNCH | $3,052 |
| ISHARES TR (IWM) |
13,736 | UNCH | $2,757 |
| IWM | 13,736 | UNCH | $2,757 |
| RTX CORPORATION COM |
27,968 | UNCH | $2,728 |
| RTX | 27,968 | UNCH | $2,728 |
| SPDR S&P 500 ETF TR (SPY) |
5,202 | UNCH | $2,721 |
| SPY | 5,202 | UNCH | $2,721 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
53,512 | UNCH | $2,563 |
| VEA | 53,512 | UNCH | $2,563 |
| FACEBOOK INC |
5,234 | UNCH | $2,542 |
| META | 5,234 | UNCH | $2,542 |
| ISHARES TR (IWF) |
7,046 | UNCH | $2,375 |
| IWF | 7,046 | UNCH | $2,375 |
| ABBVIE INC |
12,674 | UNCH | $2,308 |
| ABBV | 12,674 | UNCH | $2,308 |
| CATERPILLAR INC DEL |
6,052 | UNCH | $2,218 |
| CAT | 6,052 | UNCH | $2,218 |
| DEERE & CO |
5,367 | UNCH | $2,146 |
| DE | 5,367 | UNCH | $2,146 |
| STRYKER CORP |
5,842 | UNCH | $2,091 |
| SYK | 5,842 | UNCH | $2,091 |
| ADOBE SYS INC |
4,098 | UNCH | $2,068 |
| ADBE | 4,098 | UNCH | $2,068 |
| ISHARES TR (IVV) |
3,861 | UNCH | $2,030 |
| IVV | 3,861 | UNCH | $2,030 |
| ISHARES TR (IJR) |
18,637 | UNCH | $2,017 |
| IJR | 18,637 | UNCH | $2,017 |
| VANGUARD WHITEHALL FDS INC (VYM) |
17,967 | UNCH | $2,006 |
| VYM | 17,967 | UNCH | $2,006 |
| MCDONALDS CORP |
6,558 | UNCH | $1,944 |
| MCD | 6,558 | UNCH | $1,944 |
| CISCO SYS INC |
38,232 | UNCH | $1,931 |
| CSCO | 38,232 | UNCH | $1,931 |
| MASTERCARD INCORPORATED |
3,858 | UNCH | $1,858 |
| MA | 3,858 | UNCH | $1,858 |
| UNION PAC CORP |
7,447 | UNCH | $1,829 |
| UNP | 7,447 | UNCH | $1,829 |
| CVS HEALTH CORP |
22,872 | UNCH | $1,806 |
| CVS | 22,872 | UNCH | $1,806 |
| VANGUARD INDEX FDS (VO) |
7,617 | UNCH | $1,772 |
| VO | 7,617 | UNCH | $1,772 |
| SPDR SERIES TRUST (HYMB) |
69,761 | UNCH | $1,764 |
| HYMB | 69,761 | UNCH | $1,764 |
| ACCENTURE PLC IRELAND |
4,976 | UNCH | $1,746 |
| ACN | 4,976 | UNCH | $1,746 |
| TRANE TECHNOLOGIES PLC |
5,562 | UNCH | $1,670 |
| TT | 5,562 | UNCH | $1,670 |
| SCHWAB CHARLES CORP NEW |
23,953 | UNCH | $1,648 |
| SCHW | 23,953 | UNCH | $1,648 |
| INTERNATIONAL BUSINESS MACHS |
8,592 | UNCH | $1,641 |
| IBM | 8,592 | UNCH | $1,641 |
| MOODYS CORP |
4,134 | UNCH | $1,615 |
| MCO | 4,134 | UNCH | $1,615 |
| VANGUARD INDEX FDS (VB) |
7,518 | UNCH | $1,604 |
| VB | 7,518 | UNCH | $1,604 |
See Full List: All Stocks Held By Essex Savings Bank
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Essex Savings Bank
|
Size ($ in 1000's)
At 03/31/2024: $362,090 At 12/31/2023: $343,837 Essex Savings Bank holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Essex Savings Bank 13F filings. Link to 13F filings: SEC filings |
