Union Savings Bank Purchases in Q1 2025

Union Savings Bank

  • $205 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
49K
+ 12.64%
$65.27 - $71.18 $3.2M - $3.49M
437K $29B
GVI
Ishares Tr

ETFs
5.65K
+ 19.99%
$103.49 - $106.02 $585K - $599K
33.9K $3.6B
GE
General Electric CO

Industrials
1.9K
+ 158.81%
$168.59 - $212.13 $320K - $403K
3.1K $620M
CMF
Ishares California Muni Bond E

ETFs
6.03K
New
$55.93 - $57.47 $337K - $347K
6.03K $339M
Ishares Short Term California Muni Active ETF
4.89K
New
N/A
4.89K $246M
EOG
Eog Resources Inc

Energy
1.5K
+ 132.74%
$120.54 - $138.05 $180K - $207K
2.62K $336M
XOM
Exxon Mobil Corp

Energy
123
+ 0.78%
$105.44 - $118.93 $13K - $14.6K
15.9K $1.89B
CBRE
Cbre Group, Inc.

Real Estate
902
New
$121.79 - $147.13 $110K - $133K
902 $118M
SYK
Stryker Corp

Healthcare
180
+ 5.69%
$355.18 - $399.9 $63.9K - $72K
3.34K $1.24B
JPM
Jpmorgan Chase & CO

Financial Services
138
+ 1.09%
$225.19 - $279.95 $31.1K - $38.6K
12.9K $3.15B
CASY
Caseys General Stores Inc

Consumer Cyclical
33
+ 3.12%
$378.71 - $442.54 $12.5K - $14.6K
1.09K $473M
XLV
Select Sector Spdr Fund Health

ETFs
302
+ 50.33%
$137.61 - $149.68 $41.6K - $45.2K
902 $132M
BMY
Bristol Myers Squibb CO

Healthcare
40
+ 0.4%
$53.9 - $63.11 $2.16K - $2.52K
10.1K $618M
Ge Vernova Inc.
124
+ 67.03%
N/A
309 $94.3M
IEFA
Ishares Tr

ETFs
340
+ 67.86%
$69.57 - $78.65 $23.7K - $26.7K
841 $63.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
688
+ 86.0%
$47.79 - $59.89 $32.9K - $41.2K
1.49K $74.7M
CSCO
Cisco Systems, Inc.

Technology
39
+ 0.47%
$58.74 - $64.87 $2.29K - $2.53K
8.26K $510M
CRM
Salesforce, Inc.

Technology
122
+ 78.71%
$268.36 - $359.95 $32.7K - $43.9K
277 $74.3M
VZ
Verizon Communications Inc

Communication Services
97
+ 3.27%
$37.81 - $46.49 $3.67K - $4.51K
3.06K $139M
Glaxo Smithkline PLC Adr New
126
+ 5.01%
N/A
2.64K $102M
Ishares Bitcoin Trust ETF
430
+ 90.91%
N/A
903 $42.3M
LNC
Lincoln National Corp

Financial Services
171
New
$30.06 - $39.23 $5.14K - $6.71K
171 $6.14M
ET
Energy Transfer LP

Energy
298
New
$17.26 - $21.08 $5.14K - $6.28K
298 $5.54M
SLB
Schlumberger Limited

Energy
118
+ 251.06%
$38.4 - $43.74 $4.53K - $5.16K
165 $6.89M
Ge Healthcare Technologies, Inc.
53
+ 21.46%
N/A
300 $24.2M
BAX
Baxter International Inc

Healthcare
140
New
$29.26 - $36.57 $4.1K - $5.12K
140 $4.79M
RIO
Rio Tinto PLC

Basic Materials
76
New
$58.19 - $64.29 $4.42K - $4.89K
76 $4.57M
FSK
Fs Kkr Capital Corp

Financial Services
217
New
$20.47 - $24.06 $4.44K - $5.22K
217 $4.55M
HEI
Heico Corp

Industrials
17
New
$219.6 - $270.85 $3.73K - $4.6K
17 $4.54M
OGN
Organon & Co.

Healthcare
296
New
$14.29 - $16.41 $4.23K - $4.86K
296 $4.41M
CAG
Conagra Brands Inc.

Consumer Defensive
156
New
$23.9 - $27.67 $3.73K - $4.32K
156 $4.16M
DPZ
Dominos Pizza Inc

Consumer Cyclical
9
New
$402.33 - $489.71 $3.62K - $4.41K
9 $4.14M
OXY
Occidental Petroleum Corp

Energy
76
New
$45.45 - $52.7 $3.45K - $4.01K
76 $3.75M
PFE
Pfizer Inc

Healthcare
680
+ 5.94%
$25.01 - $27.13 $17K - $18.4K
12.1K $307M
Kenvue Inc.
151
New
N/A
151 $3.62M
IXP
Ishares Global Comm Services E

ETFs
33
+ 82.5%
$95.48 - $106.93 $3.15K - $3.53K
73 $7.08M
XLC
Select Sector Spdr Tr Communic

ETFs
33
+ 78.57%
$94.84 - $105.31 $3.13K - $3.48K
75 $7.23M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
103
New
$28.45 - $41.08 $2.93K - $4.23K
103 $3.12M
DG
Dollar General Corp

Consumer Defensive
28
New
$68.44 - $87.93 $1.92K - $2.46K
28 $2.46M
TRFK
Pacer Fds Tr
63
+ 75.9%
N/A
146 $6.49M
VOD
Vodafone Group Public LTD CO

Communication Services
238
New
$8.05 - $9.86 $1.92K - $2.35K
238 $2.23M
WHR
Whirlpool Corp

Consumer Cyclical
38
+ 47.5%
$88.58 - $133.14 $3.37K - $5.06K
118 $10.6M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
6
New
$175.5 - $209.86 $1.05K - $1.26K
6 $1.09M
MNKD
Mannkind Corp

Healthcare
50
New
$4.92 - $6.6 $246 - $330
50 $251K
KHC
Kraft Heinz CO

Consumer Defensive
16
+ 1.8%
$28.51 - $32.22 $456 - $516
903 $27.5M
MCHP
Microchip Technology Inc

Technology
307
+ 14.52%
$48.41 - $64.3 $14.9K - $19.7K
2.42K $117M
UPS
United Parcel Service Inc

Industrials
27
+ 3.71%
$109.66 - $136.26 $2.96K - $3.68K
754 $82.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
76
+ 6.86%
$468.34 - $539.52 $35.6K - $41K
1.18K $555M
TMO
Thermo Fisher Scientific Inc.

Healthcare
16
+ 1.16%
$497.6 - $606.74 $7.96K - $9.71K
1.39K $692M
Activity Summary
Buys All Purchases 59 New Holdings 19 Increased Positions 40 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Union Savings Bank Portfolio

Follow Union Savings Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Union Savings Bank, based on Form 13F filings with the SEC.

News

Stay updated on Union Savings Bank with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email