Essex Savings Bank Incresed Positions in Q1 2025

Essex Savings Bank

  • $400 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
188
+ 9.41%
$524.81 - $672.19 $98.7K - $126K
2.19K $1.19M
DGRO
Ishares Core Dividend Growth E

ETFs
610
+ 3.54%
$60.46 - $64.42 $36.9K - $39.3K
17.8K $1.1M
TJX
Tjx Companies Inc

Consumer Cyclical
299
+ 7.29%
$112.81 - $126.16 $33.7K - $37.7K
4.4K $536K
RSP
Invesco S&P 500 Equal Weight E

ETFs
224
+ 5.76%
$169.43 - $182.84 $38K - $41K
4.11K $712K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
243
+ 10.63%
$95.85 - $99.25 $23.3K - $24.1K
2.53K $250K
BK
Bank Of New York Mellon Corp

Financial Services
43
+ 1.35%
$75.42 - $88.95 $3.24K - $3.82K
3.24K $271K
BX
Blackstone Inc.

Financial Services
733
+ 30.66%
$136.53 - $186.74 $100K - $137K
3.12K $436K
NKE
Nike, Inc.

Consumer Cyclical
2.4K
+ 22.45%
$63.29 - $81.72 $152K - $196K
13.1K $832K
UL
Unilever PLC

Consumer Defensive
91
+ 1.97%
$54.72 - $60.29 $4.98K - $5.49K
4.72K $281K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
500
+ 20.94%
$81.1 - $94.7 $40.6K - $47.4K
2.89K $234K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
170
+ 1.01%
$27.01 - $28.54 $4.59K - $4.85K
17.1K $477K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.45K
+ 9.34%
$21.23 - $23.75 $30.8K - $34.5K
17K $366K
ASML
Asml Holding Nv

Technology
69
+ 6.4%
$662.63 - $776.99 $45.7K - $53.6K
1.15K $760K
BHP
Bhp Group LTD

Basic Materials
281
+ 3.76%
$48.18 - $52.11 $13.5K - $14.6K
7.76K $376K
AMD
Advanced Micro Devices Inc

Technology
741
+ 20.33%
$96.63 - $129.55 $71.6K - $96K
4.39K $450K
VUG
Vanguard Growth ETF

ETFs
86
+ 12.8%
$369.1 - $427.61 $31.7K - $36.8K
758 $281K
CHK
Chesapeake Energy Corp

Energy
29
+ 1.28%
N/A
2.3K $197K
META
Meta Platforms, Inc.

Communication Services
123
+ 2.42%
$576.36 - $736.67 $70.9K - $90.6K
5.2K $3M
Arista Networks Inc Com
65
+ 1.2%
N/A
5.5K $0
Ge Vernova Inc Com
299
+ 41.88%
N/A
1.01K $0
CEG
Constellation Energy Corp

Utilities
217
+ 11.47%
$201.63 - $347.44 $43.8K - $75.4K
2.11K $425K
J P Morgan Exchange Traded Fhedged Equity La
247
+ 2.89%
N/A
8.8K $0
Brookfield Asset Mgmt Inc
93
+ 1.87%
N/A
5.08K $0
BNDX
Vanguard Total International B

ETFs
12
+ 0.23%
$48.33 - $49.5 $580 - $594
5.24K $255K
ISRG
Intuitive Surgical Inc

Healthcare
27
+ 4.09%
$476.63 - $610.45 $12.9K - $16.5K
687 $340K
SCHX
Schwab Strategic Tr Us Large C

ETFs
462
+ 2.42%
$21.75 - $24.28 $10K - $11.2K
19.5K $431K
IWR
Ishares Russell Mid Cap ETF

ETFs
114
+ 1.35%
$82.81 - $92.93 $9.44K - $10.6K
8.56K $728K
NVO
Novo Nordisk A S

Healthcare
1.96K
+ 20.3%
$69.3 - $90.95 $136K - $178K
11.6K $804K
TMO
Thermo Fisher Scientific Inc.

Healthcare
17
+ 0.97%
$497.6 - $606.74 $8.46K - $10.3K
1.77K $878K
LEN
Lennar Corp

Consumer Cyclical
4
+ 0.23%
$113.93 - $141.54 $456 - $566
1.76K $202K
PKG
Packaging Corp Of America

Consumer Cyclical
10
+ 0.64%
$192.03 - $242.13 $1.92K - $2.42K
1.57K $311K
USB
Us Bancorp \De\

Financial Services
502
+ 4.06%
$40.92 - $50.9 $20.5K - $25.6K
12.9K $542K
PANW
Palo Alto Networks Inc

Technology
292
+ 3.31%
$167.82 - $208.28 $49K - $60.8K
9.12K $1.56M
IR
Ingersoll Rand Inc.

Industrials
27
+ 0.48%
$79.44 - $94.23 $2.14K - $2.54K
5.64K $451K
GWW
W.W. Grainger, Inc.

Industrials
2
+ 0.2%
$953.54 - $1132.42 $1.91K - $2.26K
995 $982K
KKR
Kkr & Co. Inc.

Financial Services
223
+ 7.98%
$108.17 - $167.07 $24.1K - $37.3K
3.02K $348K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
2K
+ 13.54%
$14.67 - $22.01 $29.3K - $44K
16.8K $257K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
317
+ 3.35%
$507.05 - $563.67 $161K - $179K
9.78K $5.03M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
133
+ 3.0%
$333.37 - $384.99 $44.3K - $51.2K
4.57K $1.53M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
9
+ 0.26%
$165.25 - $224.62 $1.49K - $2.02K
3.52K $584K
EMR
Emerson Electric CO

Industrials
180
+ 1.97%
$108.64 - $131.17 $19.6K - $23.6K
9.3K $1.02M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
192
+ 1.25%
$102.49 - $119.96 $19.7K - $23K
15.6K $1.63M
SPY
Spdr S&P 500 ETF Trust

ETFs
12
+ 0.21%
$551.42 - $612.93 $6.62K - $7.36K
5.77K $3.23M
TT
Trane Technologies PLC

Industrials
25
+ 0.45%
$332.0 - $400.86 $8.3K - $10K
5.6K $1.89M
ADBE
Adobe Inc.

Technology
74
+ 1.84%
$377.84 - $464.11 $28K - $34.3K
4.1K $1.57M
CRM
Salesforce, Inc.

Technology
304
+ 6.64%
$268.36 - $359.95 $81.6K - $109K
4.88K $1.31M
HD
Home Depot, Inc.

Consumer Cyclical
133
+ 0.8%
$347.25 - $424.87 $46.2K - $56.5K
16.8K $6.17M
TSLA
Tesla, Inc.

Consumer Cyclical
23
+ 0.7%
$222.15 - $428.22 $5.11K - $9.85K
3.32K $861K
MSFT
Microsoft Corp

Technology
1.32K
+ 4.6%
$375.39 - $447.2 $494K - $589K
29.9K $11.2M
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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