Essex Savings Bank Incresed Positions in Q1 2025

Essex Savings Bank

  • $400 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
292
+ 0.16%
$105.44 - $118.93 $30.8K - $34.7K
179K $21.3M
JNJ
Johnson & Johnson

Healthcare
25
+ 0.04%
$142.06 - $167.7 $3.55K - $4.19K
69.4K $11.5M
LLY
Eli Lilly & CO

Healthcare
1.01K
+ 9.11%
$725.72 - $929.72 $731K - $936K
12.1K $9.96M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
197
+ 1.84%
$442.66 - $534.52 $87.2K - $105K
10.9K $5.82M
RTX
Raytheon Technologies Corp

Industrials
277
+ 1.06%
$114.1 - $135.66 $31.6K - $37.6K
26.4K $3.5M
CVS
Cvs Health Corp

Healthcare
114
+ 0.66%
$44.22 - $68.64 $5.04K - $7.82K
17.3K $1.17M
PG
Procter & Gamble CO

Consumer Defensive
1.75K
+ 5.32%
$158.56 - $176.26 $277K - $308K
34.6K $5.9M
VRSK
Verisk Analytics, Inc.

Industrials
4
+ 0.03%
$268.63 - $301.33 $1.07K - $1.21K
15.6K $4.65M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.74K
+ 96.13%
$50.72 - $50.92 $342K - $343K
13.7K $698K
KO
Coca Cola CO

Consumer Defensive
2.09K
+ 10.16%
$60.81 - $72.32 $127K - $151K
22.6K $1.62M
CL
Colgate Palmolive CO

Consumer Defensive
3K
+ 20.8%
$85.68 - $97.5 $257K - $293K
17.4K $1.63M
JPM
Jpmorgan Chase & CO

Financial Services
641
+ 2.24%
$225.19 - $279.95 $144K - $179K
29.2K $7.17M
MMM
3 M CO

Industrials
1.22K
+ 19.32%
$129.7 - $155.12 $158K - $189K
7.53K $1.11M
SO
Southern CO

Utilities
1.9K
+ 18.27%
$80.96 - $92.96 $154K - $177K
12.3K $1.13M
GE
General Electric CO

Industrials
701
+ 21.22%
$168.59 - $212.13 $118K - $149K
4.01K $801K
IBM
International Business Machines Corp

Technology
45
+ 0.57%
$217.4 - $264.74 $9.78K - $11.9K
8.01K $1.99M
SYK
Stryker Corp

Healthcare
400
+ 6.85%
$355.18 - $399.9 $142K - $160K
6.24K $2.32M
CMI
Cummins Inc

Industrials
980
+ 29.63%
$312.92 - $386.07 $307K - $378K
4.29K $1.34M
GLD
Spdr Gold Trust

ETFs
398
+ 25.33%
$243.19 - $288.14 $96.8K - $115K
1.97K $567K
UBER
Uber Technologies, Inc

Technology
1.1K
+ 14.22%
$63.17 - $81.49 $69.4K - $89.5K
8.82K $642K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.25K
+ 11.43%
$50.39 - $50.66 $164K - $165K
31.7K $1.6M
IAU
Ishares Gold Trust

ETFs
969
+ 10.66%
$49.74 - $58.96 $48.2K - $57.1K
10.1K $593K
MA
Mastercard Inc

Financial Services
86
+ 1.97%
$504.67 - $576.31 $43.4K - $49.6K
4.45K $2.44M
PM
Philip Morris International Inc.

Consumer Defensive
69
+ 2.05%
$117.15 - $158.79 $8.08K - $11K
3.44K $546K
WMT
Walmart Inc.

Consumer Defensive
2.88K
+ 6.28%
$84.5 - $105.05 $243K - $302K
48.6K $4.27M
C
Citigroup Inc

Financial Services
1.76K
+ 36.8%
$67.23 - $84.63 $118K - $149K
6.53K $463K
NVS
Novartis Ag

Healthcare
591
+ 15.02%
$97.14 - $115.57 $57.4K - $68.3K
4.53K $504K
CRWD
Crowd Strike Holdings, Inc.

Technology
318
+ 48.25%
$308.86 - $455.36 $98.2K - $145K
977 $344K
SHEL
Shell PLC

Energy
764
+ 13.1%
$62.84 - $73.29 $48K - $56K
6.6K $483K
SLB
Schlumberger Limited

Energy
2.37K
+ 44.48%
$38.4 - $43.74 $91K - $104K
7.7K $321K
NEE
Nextera Energy Inc

Utilities
1.79K
+ 13.21%
$66.96 - $76.16 $120K - $136K
15.3K $1.09M
ETN
Eaton Corp PLC

Industrials
1.25K
+ 31.82%
$271.83 - $371.23 $340K - $464K
5.18K $1.41M
OKE
Oneok Inc

Energy
1K
+ 32.09%
$89.57 - $109.85 $89.6K - $110K
4.12K $408K
VZ
Verizon Communications Inc

Communication Services
258
+ 1.68%
$37.81 - $46.49 $9.75K - $12K
15.6K $708K
UNP
Union Pacific Corp

Industrials
146
+ 2.02%
$225.21 - $254.42 $32.9K - $37.1K
7.36K $1.74M
MO
Altria Group, Inc.

Consumer Defensive
80
+ 0.74%
$50.81 - $60.02 $4.06K - $4.8K
10.9K $651K
BMY
Bristol Myers Squibb CO

Healthcare
72
+ 0.41%
$53.9 - $63.11 $3.88K - $4.54K
17.5K $1.07M
O
Realty Income Corp

Real Estate
764
+ 9.76%
$51.67 - $58.49 $39.5K - $44.7K
8.59K $498K
BP
Bp PLC

Energy
1.33K
+ 16.86%
$29.93 - $35.31 $39.7K - $46.8K
9.19K $310K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.42K
+ 9.21%
$120.29 - $134.6 $171K - $191K
16.8K $2.05M
ITW
Illinois Tool Works Inc

Industrials
356
+ 8.8%
$244.9 - $274.48 $87.2K - $97.7K
4.4K $1.09M
WMB
Williams Companies, Inc.

Energy
700
+ 18.26%
$54.02 - $61.09 $37.8K - $42.8K
4.53K $270K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
697
+ 12.26%
$77.7 - $78.94 $54.2K - $55K
6.38K $503K
AZN
Astrazeneca PLC

Healthcare
192
+ 3.44%
$65.37 - $77.96 $12.6K - $15K
5.77K $424K
HCA
Hca Healthcare, Inc.

Healthcare
64
+ 8.09%
$296.7 - $345.55 $19K - $22.1K
855 $295K
D
Dominion Energy, Inc

Utilities
766
+ 16.24%
$52.85 - $57.43 $40.5K - $44K
5.48K $307K
BA
Boeing CO

Industrials
441
+ 13.11%
$148.15 - $186.25 $65.3K - $82.1K
3.8K $648K
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 0.12%
$275.89 - $345.24 $276 - $345
829 $286K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.96K
+ 27.29%
$40.03 - $46.81 $78.6K - $91.9K
9.16K $373K
Activity Summary
Buys All Purchases 117 New Holdings 13 Increased Positions 104 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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