Passumpsic Savings Bank Portfolio Holdings

Passumpsic Savings Bank

  • $152 Billion
  • Q3 2024

Passumpsic Savings Bank has filed its 13F form on November 20, 2024 for Q3 2024 where it was disclosed a total value porftolio of $152 Billion distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Long Term Corpo with a value of $8.66B, General Electric CO with a value of $6.1B, Deckers Outdoor Corp with a value of $4.35B, Vanguard Intermediate Term Cor with a value of $4.28B, and Nvidia Corp with a value of $4.16B.

Examining the 13F form we can see an increase of $12.9B in the current position value, from $139B to 152B.

Passumpsic Savings Bank is based out at St. Johnsbury, VT

Below you can find more details about Passumpsic Savings Bank portfolio as well as his latest detailed transactions.

Portfolio value $152 Billion
ETFs: $29.6 Billion
Consumer Cyclical: $29.1 Billion
Financial Services: $22.1 Billion
Technology: $22 Billion
Industrials: $19.6 Billion
Healthcare: $14.2 Billion
Communication Services: $7.13 Billion
Consumer Defensive: $3.03 Billion
Other: $5.33 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$354B
$4.16 Billion 2.73% of portfolio
34,223
Q3 2024 Reduced 1.29%
$2.01T
$4.07 Billion 2.67% of portfolio
21,858
Q3 2024 Reduced 2.25%
$1.26T
$3.07 Billion 2.02% of portfolio
5,364
Q3 2024 Reduced 3.59%
$206B
$2.94 Billion 1.93% of portfolio
699
Q3 2024 Added 2.64%
$620B
$2.81 Billion 1.85% of portfolio
6,108
Q3 2024 Added 2.59%
$296B
$2.63 Billion 1.73% of portfolio
12,763
Q3 2024 New
$237B
$2.55 Billion 1.68% of portfolio
21,448
Q3 2024 Added 0.91%
$507B
$2.51 Billion 1.65% of portfolio
9,137
Q3 2024 Added 2.0%
$497B
$2.46 Billion 1.62% of portfolio
4,990
Q3 2024 Added 2.87%
$729B
$2.27 Billion 1.49% of portfolio
10,753
Q3 2024 Added 15.05%
$711B
$2.26 Billion 1.48% of portfolio
2,550
Q3 2024 Reduced 0.47%
$427B
$2.12 Billion 1.39% of portfolio
2,387
Q3 2024 Reduced 0.75%
$342B
$2.01 Billion 1.32% of portfolio
7,332
Q3 2024 Added 1.2%
$3.11T
$1.22 Billion 0.8% of portfolio
2,832
Q3 2024 Added 68.97%
$3.69T
$822 Million 0.54% of portfolio
3,528
Q3 2024 Added 9.4%
$984B
$779 Million 0.51% of portfolio
4,700
Q3 2024 Added 37.99%
$508B
$424 Million 0.28% of portfolio
3,619
Q3 2024 Added 50.48%
$1.01T
$263 Million 0.17% of portfolio
1,576
Q3 2024 New
$406B
$262 Million 0.17% of portfolio
1,615
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $152 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 20, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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