Exchange Bank Portfolio Holdings
Exchange Bank
- $122 Billion
- Q3 2024
Exchange Bank has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 185 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.67B, Johnson & Johnson with a value of $4.18B, Microsoft Corp with a value of $4.09B, Procter & Gamble CO with a value of $3.96B, and Ishares National Muni Bond ETF with a value of $3.88B.
Examining the 13F form we can see an increase of $4.6B in the current position value, from $118B to 122B.
Exchange Bank is based out at Santa Rosa, CA
Below you can find more details about Exchange Bank portfolio as well as his latest detailed transactions.
Portfolio value
$122 Billion
ETFs: $33.4 Billion
Technology: $19.9 Billion
Consumer Defensive: $15.4 Billion
Industrials: $13.4 Billion
Financial Services: $11.5 Billion
Healthcare: $11.5 Billion
Energy: $6.52 Billion
Consumer Cyclical: $4.25 Billion
Other: $6.13 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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