Essex Savings Bank Purchases in Q2 2025

Essex Savings Bank

  • $411 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
351
+ 1.03%
$167.32 - $223.3 $58.7K - $78.4K
34.3K $7.52M
SPY
Spdr S&P 500 ETF Trust

ETFs
969
+ 16.8%
$496.48 - $617.85 $481K - $599K
6.74K $4.16M
META
Meta Platforms, Inc.

Communication Services
44
+ 0.85%
$484.66 - $738.09 $21.3K - $32.5K
5.24K $3.87M
GOOG
Alphabet Inc.

Communication Services
648
+ 2.07%
$146.58 - $180.01 $95K - $117K
32K $5.68M
VEA
Vanguard Ftse Developed Market

ETFs
4.67K
+ 8.97%
$45.65 - $57.01 $213K - $266K
56.7K $3.24M
ADBE
Adobe Inc.

Technology
1.25K
+ 30.49%
$340.0 - $420.68 $425K - $526K
5.35K $2.07M
ETN
Eaton Corp PLC

Industrials
7
+ 0.14%
$246.52 - $356.99 $1.73K - $2.5K
5.19K $1.85M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.33K
+ 7.87%
$108.12 - $135.04 $143K - $179K
18.2K $2.45M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
16.8K
New
$23.29 - $23.38 $392K - $394K
16.8K $393K
XLG
Invesco Exchange Traded Fd Tr

ETFs
7.55K
New
$40.94 - $52.1 $309K - $393K
7.55K $393K
GS
Goldman Sachs Group Inc

Financial Services
33
+ 1.51%
$462.22 - $707.75 $15.3K - $23.4K
2.22K $1.57M
BDX
Becton Dickinson & CO

Healthcare
1.72K
New
$165.15 - $226.42 $284K - $389K
1.72K $296K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
26
+ 0.57%
$299.15 - $396.54 $7.78K - $10.3K
4.59K $1.82M
SCHW
Schwab Charles Corp

Financial Services
23
+ 0.11%
$69.06 - $91.24 $1.59K - $2.1K
21.7K $1.98M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
892
New
$177.93 - $313.14 $159K - $279K
892 $279K
IWF
Ishares Russell 1000 Gr ETF

ETFs
128
+ 3.5%
$320.42 - $424.58 $41K - $54.3K
3.79K $1.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.34K
+ 16.85%
$50.36 - $50.68 $269K - $271K
37K $1.88M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.3K
+ 51.7%
$77.94 - $79.5 $257K - $262K
9.68K $769K
GE
General Electric CO

Industrials
133
+ 3.32%
$166.81 - $257.39 $22.2K - $34.2K
4.14K $1.07M
CEG
Constellation Energy Corp

Utilities
20
+ 0.95%
$170.96 - $322.76 $3.42K - $6.46K
2.13K $687K
PLTR
Palantir Technologies Inc.

Technology
1.92K
New
$74.01 - $144.25 $142K - $277K
1.92K $261K
APH
Amphenol Corp

Technology
2.49K
New
$59.09 - $98.75 $147K - $246K
2.49K $245K
HEI
Heico Corp

Industrials
671
New
$236.44 - $328.0 $159K - $220K
671 $220K
FIS
Fidelity National Information Services, Inc.

Technology
2.7K
New
$68.14 - $82.13 $184K - $221K
2.7K $219K
AXON
Axon Enterprise, Inc.

Industrials
262
New
$497.13 - $827.94 $130K - $217K
262 $216K
KLAC
Kla Corp

Technology
240
New
$576.53 - $902.94 $138K - $217K
240 $214K
EQT
Eqt Corp

Energy
3.65K
New
$46.11 - $60.44 $168K - $220K
3.65K $212K
BAC
Bank Of America Corp

Financial Services
3.37K
+ 36.85%
$34.39 - $47.46 $116K - $160K
12.5K $592K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.81K
New
$91.62 - $116.16 $166K - $210K
1.81K $210K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.39K
New
$113.67 - $150.4 $158K - $209K
1.39K $209K
ADI
Analog Devices Inc

Technology
880
New
$164.6 - $238.02 $145K - $209K
880 $209K
IGF
Ishares Global Infrastructure

ETFs
3.53K
New
$50.55 - $59.83 $179K - $211K
3.53K $209K
SHOP
Shopify Inc.

Technology
1.8K
New
$76.89 - $115.35 $139K - $208K
1.8K $207K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.3K
New
$22.92 - $28.05 $167K - $205K
7.3K $204K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.55K
New
$65.84 - $80.81 $168K - $206K
2.55K $203K
HWM
Howmet Aerospace Inc.

Industrials
1.08K
New
$112.33 - $186.13 $122K - $201K
1.08K $201K
AMD
Advanced Micro Devices Inc

Technology
205
+ 4.67%
$78.21 - $143.81 $16K - $29.5K
4.59K $651K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.55K
New
$77.74 - $78.78 $198K - $201K
2.55K $200K
ADSK
Autodesk, Inc.

Technology
735
New
N/A
735 $180K
ABC
Amerisourcebergen Corp

Healthcare
874
New
N/A
874 $161K
AXP
American Express CO

Financial Services
38
+ 1.33%
$231.39 - $318.98 $8.79K - $12.1K
2.9K $925K
VB
Vanguard Small Cap ETF

ETFs
130
+ 1.71%
$193.73 - $237.37 $25.2K - $30.9K
7.73K $1.83M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.24K
+ 8.37%
$58.63 - $59.9 $132K - $134K
29K $1.74M
NOW
Service Now, Inc.

Technology
1
+ 0.16%
$721.65 - $1040.18 $722 - $1.04K
612 $629K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.91K
+ 19.0%
$39.89 - $49.46 $76.3K - $94.6K
12K $592K
COF
Capital One Financial Corp

Financial Services
371
+ 32.46%
$150.57 - $212.76 $55.9K - $78.9K
1.51K $322K
DGRO
Ishares Core Dividend Growth E

ETFs
975
+ 5.46%
$55.22 - $63.94 $53.8K - $62.3K
18.8K $1.2M
BX
Blackstone Inc.

Financial Services
436
+ 13.96%
$120.07 - $151.11 $52.4K - $65.9K
3.56K $532K
PM
Philip Morris International Inc.

Consumer Defensive
36
+ 1.05%
$149.23 - $184.95 $5.37K - $6.66K
3.48K $633K
Activity Summary
Buys All Purchases 101 New Holdings 25 Increased Positions 76 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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