Penobscot Wealth Management Portfolio Holdings
Penobscot Wealth Management
- $239 Million
- Q2 2025
Penobscot Wealth Management has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $239 Million distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $54.7M, Vanguard Ftse Developed Market with a value of $31.5M, Ishares Tr Core Intl Aggregate with a value of $12.5M, Vanguard Information Technolog with a value of $11.4M, and Vanguard Ftse Emerging Mkts Et with a value of $10M.
Examining the 13F form we can see an increase of $37.8M in the current position value, from $201M to 239M.
Below you can find more details about Penobscot Wealth Management portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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