Passumpsic Savings Bank Incresed Positions in Q3 2024

Passumpsic Savings Bank

  • $152 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLB
Spdr Portfolio Long Term Corpo

ETFs
29.2K
+ 8.86%
$22.25 - $24.44 $649K - $713K
359K $8.66B
VCIT
Vanguard Intermediate Term Cor

ETFs
4.55K
+ 9.77%
$79.29 - $84.02 $360K - $382K
51.1K $4.28B
LEN
Lennar Corp

Consumer Cyclical
452
+ 3.64%
$142.5 - $192.45 $64.4K - $87K
12.9K $2.41B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.29K
+ 8.0%
$74.85 - $82.2 $246K - $270K
44.4K $3.61B
MSFT
Microsoft Corp

Technology
1.16K
+ 68.97%
$395.15 - $467.56 $457K - $540K
2.83K $1.22B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
154
+ 2.59%
$405.19 - $478.57 $62.4K - $73.7K
6.11K $2.81B
JPM
Jpmorgan Chase & CO

Financial Services
1.41K
+ 15.05%
$194.9 - $224.8 $274K - $316K
10.8K $2.27B
MA
Mastercard Inc

Financial Services
139
+ 2.87%
$429.6 - $500.99 $59.7K - $69.6K
4.99K $2.46B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.49K
+ 8.76%
$58.03 - $65.37 $144K - $162K
30.9K $2B
HIG
Hartford Financial Services Group, Inc.

Financial Services
8
+ 0.05%
$98.71 - $117.61 $790 - $941
16.3K $1.92B
BKNG
Booking Holdings Inc.

Consumer Cyclical
18
+ 2.64%
$3305.62 - $4268.05 $59.5K - $76.8K
699 $2.94B
MGV
Vanguard Mega Cap Value

ETFs
845
+ 8.51%
$118.0 - $128.28 $99.7K - $108K
10.8K $1.38B
AVGO
Broadcom Inc.

Technology
14.3K
+ 900.88%
$136.27 - $1745.86 $1.95M - $25M
15.9K $2.74B
MMM
3 M CO

Industrials
21
+ 0.4%
$99.69 - $139.42 $2.09K - $2.93K
5.32K $727M
IWP
Ishares Russell Mid Cap Growth

ETFs
844
+ 7.52%
$103.87 - $117.59 $87.7K - $99.2K
12.1K $1.42B
V
Visa Inc.

Financial Services
179
+ 2.0%
$253.74 - $291.56 $45.4K - $52.2K
9.14K $2.51B
GOOGL
Alphabet Inc.

Communication Services
1.29K
+ 37.99%
$148.65 - $191.18 $192K - $247K
4.7K $779M
XOM
Exxon Mobil Corp

Energy
1.21K
+ 50.48%
$109.72 - $119.0 $133K - $144K
3.62K $424M
FNF
Fidelity National Financial, Inc.

Financial Services
5
+ 0.04%
$48.08 - $62.04 $240 - $310
11.4K $708M
CRM
Salesforce, Inc.

Technology
87
+ 1.2%
$238.42 - $276.53 $20.7K - $24.1K
7.33K $2.01B
AAPL
Apple Inc.

Technology
303
+ 9.4%
$207.23 - $234.82 $62.8K - $71.2K
3.53K $822M
IBM
International Business Machines Corp

Technology
74
+ 3.75%
$175.1 - $223.38 $13K - $16.5K
2.05K $452M
VOE
Vanguard Mid Cap Value Index F

ETFs
311
+ 10.76%
$149.02 - $167.67 $46.3K - $52.1K
3.2K $537M
VBR
Vanguard Small Cap Value ETF

ETFs
267
+ 11.5%
$179.99 - $201.6 $48.1K - $53.8K
2.59K $520M
VBK
Vanguard Small Cap Growth ETF

ETFs
196
+ 8.19%
$240.48 - $267.94 $47.1K - $52.5K
2.59K $692M
DUK
Duke Energy Corp

Utilities
4
+ 0.07%
$99.35 - $117.71 $397 - $471
5.74K $662M
T
At&T Inc.

Communication Services
1.89K
+ 12.23%
$18.21 - $22.28 $34.5K - $42.2K
17.4K $382M
VIG
Vanguard Dividend Appreciation

ETFs
95
+ 2.34%
$182.15 - $182.15 $17.3K - $17.3K
4.15K $821M
PFE
Pfizer Inc

Healthcare
2K
+ 8.44%
$27.7 - $31.39 $55.3K - $62.7K
25.7K $743M
D
Dominion Energy, Inc

Utilities
199
+ 2.67%
$48.01 - $58.53 $9.55K - $11.6K
7.64K $441M
TD
Toronto Dominion Bank

Financial Services
194
+ 2.64%
$54.54 - $64.56 $10.6K - $12.5K
7.53K $476M
ENB
Enbridge Inc

Energy
276
+ 2.44%
$35.27 - $41.18 $9.73K - $11.4K
11.6K $470M
ABC
Amerisourcebergen Corp

Healthcare
304
+ 4.94%
N/A
6.46K $1.45B
RIO
Rio Tinto PLC

Basic Materials
83
+ 0.95%
$59.71 - $71.21 $4.96K - $5.91K
8.84K $629M
KHC
Kraft Heinz CO

Consumer Defensive
136
+ 1.0%
$31.86 - $36.13 $4.33K - $4.91K
13.7K $480M
BHP
Bhp Group LTD

Basic Materials
349
+ 8.31%
$51.32 - $62.11 $17.9K - $21.7K
4.55K $282M
BMO
Bank Of Montreal

Financial Services
105
+ 2.08%
$79.1 - $90.77 $8.31K - $9.53K
5.14K $464M
KLAC
Kla Corp

Technology
80
+ 6.74%
$696.17 - $892.35 $55.7K - $71.4K
1.27K $981M
MAIN
Main Street Capital Corp

Financial Services
124
+ 1.16%
$47.05 - $52.25 $5.83K - $6.48K
10.8K $540M
PSX
Phillips 66

Energy
74
+ 2.35%
$125.0 - $147.17 $9.25K - $10.9K
3.22K $424M
DECK
Deckers Outdoor Corp

Consumer Cyclical
22.6K
+ 477.82%
$150.73 - $974.56 $3.4M - $22M
27.3K $4.35B
NVO
Novo Nordisk A S

Healthcare
194
+ 0.91%
$119.07 - $145.42 $23.1K - $28.2K
21.4K $2.55B
Activity Summary
Buys All Purchases 57 New Holdings 14 Increased Positions 43 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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