Burke & Herbert Bank & Trust CO Incresed Positions in Q1 2025

Burke & Herbert Bank & Trust CO

  • $397 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.17K
+ 499.06%
$507.05 - $563.67 $1.61M - $1.79M
3.8K $1.95M
ABBV
Abb Vie Inc.

Healthcare
1.3K
+ 6.28%
$169.2 - $216.66 $220K - $282K
22K $4.61M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.12K
+ 2.97%
$74.85 - $84.89 $234K - $265K
108K $8.83M
CVX
Chevron Corp

Energy
966
+ 4.29%
$146.71 - $167.97 $142K - $162K
23.5K $3.93M
CI
Cigna Corp

Healthcare
616
+ 12.11%
$274.49 - $329.0 $169K - $203K
5.7K $1.88M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.03K
+ 11.51%
$56.51 - $62.98 $228K - $254K
39.1K $2.37M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.82K
+ 10.77%
$42.5 - $46.71 $248K - $272K
59.9K $2.71M
CCJ
Cameco Corp

Energy
8.55K
+ 203.57%
$40.64 - $56.86 $347K - $486K
12.8K $524K
IBM
International Business Machines Corp

Technology
270
+ 3.46%
$217.4 - $264.74 $58.7K - $71.5K
8.08K $2.01M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.87K
+ 15.21%
$62.72 - $71.92 $243K - $278K
29.3K $1.85M
EEM
Ishares Msci Emerging Markets

ETFs
1.55K
+ 2.32%
$40.81 - $45.34 $63.3K - $70.3K
68.5K $2.99M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
320
+ 0.52%
$95.85 - $99.25 $30.7K - $31.8K
62.1K $6.15M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
861
+ 3.85%
$126.11 - $135.06 $109K - $116K
23.2K $2.99M
BMY
Bristol Myers Squibb CO

Healthcare
1.17K
+ 8.36%
$53.9 - $63.11 $62.9K - $73.6K
15.1K $922K
XLE
Energy Sector Spdr

ETFs
65
+ 0.46%
$85.7 - $93.96 $5.57K - $6.11K
14.2K $1.32M
LMT
Lockheed Martin Corp

Industrials
200
+ 48.08%
$423.19 - $506.29 $84.6K - $101K
616 $275K
COP
Conocophillips

Energy
165
+ 1.88%
$88.6 - $105.85 $14.6K - $17.5K
8.93K $937K
XLF
Financial Sector Spdr

ETFs
110
+ 0.26%
$47.32 - $52.19 $5.21K - $5.74K
42.9K $2.13M
COF
Capital One Financial Corp

Financial Services
278
+ 3.01%
$163.87 - $209.82 $45.6K - $58.3K
9.5K $1.7M
SLV
I Shares Silver Trust

ETFs
190
+ 1.83%
$26.93 - $31.32 $5.12K - $5.95K
10.6K $327K
XLV
Select Sector Spdr Fund Health

ETFs
20
+ 0.35%
$137.61 - $149.68 $2.75K - $2.99K
5.76K $840K
NVDA
Nvidia Corp

Technology
2.29K
+ 28.43%
$106.98 - $149.43 $245K - $342K
10.3K $1.12M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
215
+ 0.34%
$24.07 - $24.5 $5.18K - $5.27K
63K $1.53M
VIG
Vanguard Dividend Appreciation

ETFs
40
+ 1.07%
N/A
3.79K $690K
XLI
Industrial Sector Spdr

ETFs
35
+ 0.2%
$128.78 - $141.67 $4.51K - $4.96K
17.9K $2.35M
RSP
Invesco S&P 500 Equal Weight E

ETFs
480
+ 0.99%
$169.43 - $182.84 $81.3K - $87.8K
49K $8.48M
IPO
Renaissance Cap Greenwich Fds

ETFs
435
+ 7.67%
$37.55 - $48.06 $16.3K - $20.9K
6.11K $229K
BAC
Bank Of America Corp

Financial Services
1.2K
+ 2.59%
$39.61 - $47.74 $47.5K - $57.3K
47.5K $1.98M
CAT
Caterpillar Inc

Industrials
215
+ 5.12%
$326.75 - $407.63 $70.3K - $87.6K
4.42K $1.46M
FCBC
First Community Bankshares Inc

Financial Services
1.55K
+ 4.15%
$37.69 - $45.34 $58.4K - $70.3K
38.9K $1.47M
ORCL
Oracle Corp

Technology
406
+ 5.19%
$139.81 - $186.47 $56.8K - $75.7K
8.23K $1.15M
MRK
Merck & Co., Inc.

Healthcare
370
+ 1.6%
$83.01 - $101.02 $30.7K - $37.4K
23.4K $2.1M
SPYG
Spdr Portfolio

ETFs
1.45K
+ 3.37%
$80.05 - $92.39 $116K - $134K
44.6K $3.58M
AMZN
Amazon Com Inc

Consumer Cyclical
360
+ 2.74%
$190.26 - $242.06 $68.5K - $87.1K
13.5K $2.57M
QQQ
Invesco Qqq Trust, Series 1

ETFs
122
+ 1.07%
$468.34 - $539.52 $57.1K - $65.8K
11.5K $5.39M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
244
+ 0.18%
$57.21 - $65.8 $14K - $16.1K
137K $8.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
882
+ 2.19%
$551.42 - $612.93 $486K - $541K
41.1K $23M
GOOGL
Alphabet Inc.

Communication Services
133
+ 0.67%
$154.33 - $206.19 $20.5K - $27.4K
20K $3.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
391
+ 0.46%
$102.49 - $119.96 $40.1K - $46.9K
84.6K $8.85M
Activity Summary
Buys All Purchases 49 New Holdings 9 Increased Positions 40 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Burke & Herbert Bank & Trust CO Portfolio

Follow Burke & Herbert Bank & Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burke & Herbert Bank & Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Burke & Herbert Bank & Trust CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email