Essex Savings Bank Portfolio Holdings
Essex Savings Bank
- $400 Million
- Q1 2025
Essex Savings Bank has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $400 Million distributed in 545 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $25.2M, Chevron Corp with a value of $22.3M, Exxon Mobil Corp with a value of $21.3M, Automatic Data Processing Inc with a value of $13.3M, and Berkshire Hathaway Inc with a value of $12.8M.
Examining the 13F form we can see an increase of $2.2M in the current position value, from $398M to 400M.
Below you can find more details about Essex Savings Bank portfolio as well as his latest detailed transactions.
Portfolio value
$400 Million
ETFs: $72 Million
Technology: $63.5 Million
Industrials: $50.3 Million
Financial Services: $49.2 Million
Energy: $48.6 Million
Healthcare: $43.6 Million
Consumer Defensive: $25.6 Million
Consumer Cyclical: $20.6 Million
Other: $26.7 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 545
- Current Value $400 Million
- Prior Value $398 Million
- Filing
- Period Q1 2025
- Filing Date April 21, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 13 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 128 stocks