Essex Savings Bank Incresed Positions 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
IBM
International Business Machines Corp

Technology
31
+ 0.39%
$221.03 - $294.78 $6.85K - $9.14K
8.04K $2.37M
GS
Goldman Sachs Group Inc

Financial Services
33
+ 1.51%
$462.22 - $707.75 $15.3K - $23.4K
2.22K $1.57M
SCHW
Schwab Charles Corp

Financial Services
23
+ 0.11%
$69.06 - $91.24 $1.59K - $2.1K
21.7K $1.98M
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
BAC
Bank Of America Corp

Financial Services
3.37K
+ 36.85%
$34.39 - $47.46 $116K - $160K
12.5K $592K
AMD
Advanced Micro Devices Inc

Technology
205
+ 4.67%
$78.21 - $143.81 $16K - $29.5K
4.59K $651K
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
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.4K
+ 34.47%
$22.54 - $23.17 $76.7K - $78.8K
13.3K $305K
IQDF
Flexshares International Quali

ETFs
1.74K
+ 12.22%
$22.1 - $27.31 $38.5K - $47.6K
16K $433K
ECL
Ecolab Inc.

Basic Materials
87
+ 2.7%
$225.65 - $270.95 $19.6K - $23.6K
3.31K $892K
VGSH
Vanguard

ETFs
1.25K
+ 8.34%
$58.32 - $58.95 $72.6K - $73.4K
16.2K $950K
MA
Mastercard Inc

Financial Services
12
+ 0.27%
$479.92 - $590.74 $5.76K - $7.09K
4.47K $2.51M
CB
Chubb LTD

Financial Services
311
+ 13.97%
$274.32 - $302.46 $85.3K - $94.1K
2.54K $735K
GLW
Corning Inc

Technology
8
+ 0.1%
$39.07 - $52.59 $313 - $421
8.31K $437K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
72
+ 17.35%
$468.22 - $566.51 $33.7K - $40.8K
487 $275K
NVS
Novartis Ag

Healthcare
85
+ 1.88%
$101.96 - $121.01 $8.67K - $10.3K
4.61K $557K
AER
Aer Cap Holdings N.V.

Industrials
57
+ 1.91%
$88.97 - $117.24 $5.07K - $6.68K
3.04K $355K
ISRG
Intuitive Surgical Inc

Healthcare
4
+ 0.58%
$451.58 - $565.94 $1.81K - $2.26K
691 $375K
ICE
Intercontinental Exchange, Inc.

Financial Services
100
+ 7.25%
$151.62 - $183.47 $15.2K - $18.3K
1.48K $271K
WM
Waste Management Inc

Industrials
151
+ 11.97%
$216.47 - $242.1 $32.7K - $36.6K
1.41K $323K
ALLE
Allegion PLC

Industrials
40
+ 2.33%
$118.52 - $145.64 $4.74K - $5.83K
1.76K $253K
FTNT
Fortinet, Inc.

Technology
67
+ 3.11%
$84.71 - $108.69 $5.68K - $7.28K
2.22K $234K
FISV
Fiserv Inc

Technology
201
+ 18.11%
N/A
1.31K $164K
ABT
Abbott Laboratories

Healthcare
31
+ 0.49%
$123.95 - $138.08 $3.84K - $4.28K
6.29K $856K
IR
Ingersoll Rand Inc.

Industrials
86
+ 1.53%
$66.75 - $84.94 $5.74K - $7.3K
5.72K $476K
IEMG
Ishares Inc

ETFs
465
+ 5.1%
N/A
9.58K $513K
BK
Bank Of New York Mellon Corp

Financial Services
1
+ 0.03%
$73.31 - $91.62 $73.3 - $91.6
3.24K $294K
MET
Metlife Inc

Financial Services
260
+ 5.87%
$68.42 - $82.49 $17.8K - $21.4K
4.69K $377K
VGLT
Vanguard Long Term Treasury Et

ETFs
656
+ 5.87%
$53.66 - $58.71 $35.2K - $38.5K
11.8K $664K
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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