Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
Microsoft Corp | 201,225 | -4,013 | $84,659 |
MSFT | 201,225 | -4,013 | $84,659 |
Apple Inc | 328,347 | -9,503 | $56,305 |
AAPL | 328,347 | -9,503 | $56,305 |
FlexShares Mstar Glbl Upstrm N (GUNR) | 1,174,521 | +37,563 | $48,238 |
GUNR | 1,174,521 | +37,563 | $48,238 |
Alphabet Inc Cl A | 252,723 | -995 | $38,143 |
GOOGL | 252,723 | -995 | $38,143 |
JP Morgan Chase & CO | 146,377 | -5,823 | $29,319 |
JPM | 146,377 | -5,823 | $29,319 |
Procter & Gamble CO | 161,451 | -3,058 | $26,196 |
PG | 161,451 | -3,058 | $26,196 |
iShares MSCI EAFE Growth (EFG) | 251,324 | -1,484 | $26,085 |
EFG | 251,324 | -1,484 | $26,085 |
Amazon.Com Inc | 139,704 | -253 | $25,200 |
AMZN | 139,704 | -253 | $25,200 |
Alphabet Inc Cl C | 157,505 | -516 | $23,982 |
GOOG | 157,505 | -516 | $23,982 |
Berkshire Hathaway Inc. | $22,846 | ||
BRK.B | 46,786 | -311 | $19,674 |
BRK.A | 5 | UNCH | $3,172 |
Trane Technologies Plc ADR | 71,598 | -2,043 | $21,494 |
TT | 71,598 | -2,043 | $21,494 |
Exxon Mobil Corporation | 184,476 | -4,249 | $21,444 |
XOM | 184,476 | -4,249 | $21,444 |
Lowes Companies Inc | 76,370 | -2,123 | $19,454 |
LOW | 76,370 | -2,123 | $19,454 |
Johnson & Johnson | 112,276 | -4,311 | $17,761 |
JNJ | 112,276 | -4,311 | $17,761 |
Caterpillar Inc | 46,289 | -1,119 | $16,962 |
CAT | 46,289 | -1,119 | $16,962 |
Wal Mart Inc | 280,911 | +244,340 | $16,902 |
WMT | 280,911 | +244,340 | $16,902 |
Mc Donalds Corp | 57,310 | -1,578 | $16,159 |
MCD | 57,310 | -1,578 | $16,159 |
Pepsico Inc | 88,657 | -1,879 | $15,516 |
PEP | 88,657 | -1,879 | $15,516 |
Deere & CO | 36,888 | -852 | $15,151 |
DE | 36,888 | -852 | $15,151 |
iShares Short Term Corporate Bon (IGSB) | 280,766 | -575 | $14,398 |
IGSB | 280,766 | -575 | $14,398 |
Chevron Corporation | 90,110 | -2,326 | $14,214 |
CVX | 90,110 | -2,326 | $14,214 |
Danaher Corp | 55,918 | -293 | $13,964 |
DHR | 55,918 | -293 | $13,964 |
Merck & CO Inc | 104,977 | -1,540 | $13,852 |
MRK | 104,977 | -1,540 | $13,852 |
Costco Wholesale Corp | 18,851 | -385 | $13,811 |
COST | 18,851 | -385 | $13,811 |
Abbott Laboratories | 113,821 | -3,233 | $12,937 |
ABT | 113,821 | -3,233 | $12,937 |
SPDR S&P Dividend ETF (SDY) | 96,187 | -842 | $12,624 |
SDY | 96,187 | -842 | $12,624 |
Auto Data Processing | 48,267 | -346 | $12,054 |
ADP | 48,267 | -346 | $12,054 |
Ishares Core S&P US (IUSG) | 101,424 | +12,228 | $11,888 |
IUSG | 101,424 | +12,228 | $11,888 |
Abbvie Inc | 62,741 | -2,552 | $11,425 |
ABBV | 62,741 | -2,552 | $11,425 |
Vanguard Total Stock Market (VTI) | 42,332 | +6,024 | $11,002 |
VTI | 42,332 | +6,024 | $11,002 |
NBT Bancorp Inc | 297,434 | +3,750 | $10,910 |
NBTB | 297,434 | +3,750 | $10,910 |
Vanguard Value ETF (VTV) | 66,950 | +11,365 | $10,904 |
VTV | 66,950 | +11,365 | $10,904 |
Midcap SPDR Trust Series 1 (MDY) | 18,434 | -352 | $10,257 |
MDY | 18,434 | -352 | $10,257 |
Unitedhealth Group Inc | 20,685 | -273 | $10,233 |
UNH | 20,685 | -273 | $10,233 |
Union Pac Corp | 38,123 | -628 | $9,376 |
UNP | 38,123 | -628 | $9,376 |
Intl Business Machines Corp. | 48,893 | +4,196 | $9,337 |
IBM | 48,893 | +4,196 | $9,337 |
Disney Walt CO New | 75,975 | -4,324 | $9,296 |
DIS | 75,975 | -4,324 | $9,296 |
Cisco Systems Inc | 185,952 | -5,771 | $9,281 |
CSCO | 185,952 | -5,771 | $9,281 |
Ishares Core Msci Eafe ETF (IEFA) | 118,781 | -4,336 | $8,816 |
IEFA | 118,781 | -4,336 | $8,816 |
SPDR S&P 500 ETF Trust (SPY) | 16,166 | -222 | $8,456 |
SPY | 16,166 | -222 | $8,456 |
Raytheon Technologies Co | 86,529 | -3,115 | $8,439 |
RTX | 86,529 | -3,115 | $8,439 |
Vanguard Short Term Corp Bond (VCSH) | 108,996 | +1,033 | $8,426 |
VCSH | 108,996 | +1,033 | $8,426 |
Schwab US Dividend | 101,701 | -1,552 | $8,200 |
SCHD | 101,701 | -1,552 | $8,200 |
Coca Cola CO | 131,346 | -1,490 | $8,036 |
KO | 131,346 | -1,490 | $8,036 |
Lilly Eli & CO | 9,728 | -148 | $7,568 |
LLY | 9,728 | -148 | $7,568 |
iShares 0 5 Year TIPS Bond ETF (STIP) | 72,152 | +6,579 | $7,174 |
STIP | 72,152 | +6,579 | $7,174 |
iShares Russell 2000 (IWM) | 33,319 | -545 | $7,007 |
IWM | 33,319 | -545 | $7,007 |
TJX Cos Inc | 68,626 | -1,076 | $6,960 |
TJX | 68,626 | -1,076 | $6,960 |
Thermo Fisher Scientific Inc | 11,931 | -15 | $6,934 |
TMO | 11,931 | -15 | $6,934 |
Oracle Corp. | 54,303 | -2,498 | $6,821 |
ORCL | 54,303 | -2,498 | $6,821 |
See Full List: All Stocks Held By NBT Bank N A NY
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By NBT Bank N A NY
Size ($ in 1000's)
At 03/31/2024: $1,365,199 At 12/31/2023: $1,276,032 Combined Holding Report Includes:
NBT Bank N A NY holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from NBT Bank N A NY 13F filings. Link to 13F filings: SEC filings |