Penobscot Wealth Management Portfolio Holdings
Penobscot Wealth Management
- $217 Million
- Q4 2024
Penobscot Wealth Management has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $217 Million distributed in 74 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 $42.8M, Dimensional ETF Trust with a value of $33M, Vanguard Ftse Developed Market with a value of $30.4M, Ishares Tr Core Intl Aggregate with a value of $10.3M, and Vanguard Information Technolog with a value of $9.35M.
Examining the 13F form we can see an increase of $31.8M in the current position value, from $185M to 217M.
Below you can find more details about Penobscot Wealth Management portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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