Grove Bank & Trust Incresed Positions in Q4 2024

Grove Bank & Trust

  • $713 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14.3K
+ 9.4%
$521.84 - $558.82 $7.47M - $8M
167K $89.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
96.6K
+ 14.7%
$61.68 - $67.87 $5.96M - $6.56M
754K $47M
AAPL
Apple Inc.

Technology
2.66K
+ 1.54%
$221.69 - $259.02 $590K - $690K
176K $44.1M
IEMG
Ishares Inc

ETFs
52.4K
+ 23.82%
N/A
273K $14.6M
VO
Vanguard Mid Cap ETF

ETFs
6.99K
+ 27.76%
$261.5 - $284.63 $1.83M - $1.99M
32.2K $8.5M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
51.9K
+ 32.44%
$36.54 - $37.53 $1.89M - $1.95M
212K $7.79M
IVV
Ishares Core S&P 500 ETF

ETFs
2K
+ 5.67%
$570.51 - $610.59 $1.14M - $1.22M
37.2K $21.9M
NVDA
Nvidia Corp

Technology
1.92K
+ 2.13%
$117.0 - $148.88 $224K - $286K
91.9K $12.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
20.6K
+ 29.78%
$71.75 - $75.11 $1.48M - $1.54M
89.6K $6.44M
GOOG
Alphabet Inc.

Communication Services
1.21K
+ 2.94%
$163.08 - $198.16 $197K - $240K
42.4K $8.07M
IWF
Ishares Russell 1000 Gr ETF

ETFs
890
+ 3.48%
$370.24 - $418.94 $330K - $373K
26.5K $10.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12K
+ 28.41%
$96.64 - $101.23 $1.16M - $1.21M
54.1K $5.25M
V
Visa Inc.

Financial Services
726
+ 4.1%
$273.87 - $320.91 $199K - $233K
18.4K $5.82M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
29.5K
+ 32.86%
$44.04 - $49.49 $1.3M - $1.46M
119K $5.25M
JPM
Jpmorgan Chase & CO

Financial Services
559
+ 2.01%
$205.18 - $250.29 $115K - $140K
28.4K $6.81M
NFLX
Netflix Inc

Communication Services
213
+ 5.32%
$687.65 - $936.56 $146K - $199K
4.22K $3.76M
SHOP
Shopify Inc.

Technology
1.09K
+ 3.57%
$78.14 - $119.49 $84.9K - $130K
31.5K $3.35M
GOOGL
Alphabet Inc.

Communication Services
974
+ 3.21%
$161.86 - $196.66 $158K - $192K
31.3K $5.93M
LLY
Eli Lilly & CO

Healthcare
2.02K
+ 33.49%
$727.2 - $932.06 $1.47M - $1.88M
8.05K $6.21M
AVGO
Broadcom Inc.

Technology
1.03K
+ 9.73%
$159.67 - $250.0 $164K - $257K
11.6K $2.68M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.04K
+ 5.63%
$567.81 - $607.81 $588K - $630K
19.4K $11.4M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11.5K
+ 9.11%
$77.86 - $79.27 $895K - $911K
138K $10.7M
ABNB
Airbnb, Inc.

Consumer Cyclical
4.61K
+ 28.55%
$125.36 - $147.37 $578K - $679K
20.8K $2.73M
ELV
Elevance Health, Inc.

Healthcare
2.01K
+ 354.14%
$365.96 - $514.62 $735K - $1.03M
2.58K $951K
EL
Estee Lauder Companies Inc

Consumer Defensive
7.64K
+ 19105.0%
$62.74 - $97.24 $479K - $743K
7.68K $575K
PAYC
Paycom Software, Inc.

Technology
2.02K
+ 53.21%
$159.94 - $240.25 $323K - $485K
5.82K $1.19M
TSLA
Tesla, Inc.

Consumer Cyclical
451
+ 17.98%
$213.65 - $479.86 $96.4K - $216K
2.96K $1.19M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.71K
+ 29.75%
$160.89 - $176.18 $597K - $654K
16.2K $2.62M
AEP
American Electric Power CO Inc

Utilities
5.77K
+ 436.87%
$90.91 - $102.21 $525K - $590K
7.09K $654K
MA
Mastercard Inc

Financial Services
418
+ 4.66%
$491.3 - $536.15 $205K - $224K
9.39K $4.94M
MUB
Ishares National Muni Bond ETF

ETFs
5.18K
+ 16.58%
$105.78 - $108.7 $548K - $563K
36.4K $3.88M
MSFT
Microsoft Corp

Technology
1.81K
+ 5.4%
$406.35 - $454.46 $737K - $824K
35.4K $14.9M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
101K
+ 9172.73%
$1.38 - $4.81 $139K - $485K
102K $453K
BAC
Bank Of America Corp

Financial Services
318
+ 0.39%
$39.22 - $47.77 $12.5K - $15.2K
81.1K $3.56M
META
Meta Platforms, Inc.

Communication Services
431
+ 8.75%
$554.08 - $632.68 $239K - $273K
5.36K $3.16M
DIS
Walt Disney CO

Communication Services
575
+ 3.41%
$92.39 - $117.6 $53.1K - $67.6K
17.4K $1.94M
ZTS
Zoetis Inc.

Healthcare
4.3K
+ 36.57%
$162.24 - $194.42 $698K - $836K
16.1K $2.62M
USB
Us Bancorp \De\

Financial Services
5.15K
+ 18.7%
$43.98 - $53.66 $226K - $276K
32.7K $1.56M
NFRA
Flexshares Stoxx Global Broad

ETFs
4.87K
+ 105.39%
$54.11 - $59.58 $263K - $290K
9.49K $514K
DAL
Delta Air Lines, Inc.

Industrials
1.5K
+ 9.77%
$47.46 - $65.77 $71K - $98.4K
16.8K $1.02M
UBER
Uber Technologies, Inc

Technology
5.82K
+ 71.14%
$59.93 - $86.34 $349K - $503K
14K $844K
CVX
Chevron Corp

Energy
1.81K
+ 10.11%
$141.15 - $162.53 $255K - $294K
19.7K $2.85M
BMY
Bristol Myers Squibb CO

Healthcare
2.41K
+ 14.91%
$51.92 - $59.94 $125K - $144K
18.6K $1.05M
VTV
Vanguard Value ETF

ETFs
3.22K
+ 4.94%
$168.32 - $181.87 $541K - $585K
68.3K $11.6M
TXN
Texas Instruments Inc

Technology
984
+ 11.94%
N/A
9.22K $1.79M
GUNR
Flexshares Tr Morningstar Glob

ETFs
6.79K
+ 59.74%
$36.15 - $41.9 $245K - $284K
18.2K $659K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.05K
+ 3.35%
$49.79 - $51.14 $450K - $463K
279K $14M
WMT
Walmart Inc.

Consumer Defensive
16
+ 0.09%
$79.1 - $95.7 $1.27K - $1.53K
18.7K $1.69M
UNP
Union Pacific Corp

Industrials
1.06K
+ 30.53%
$223.15 - $249.32 $236K - $263K
4.52K $1.03M
Activity Summary
Buys All Purchases 540 New Holdings 134 Increased Positions 406 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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