Union Savings Bank Reduced Holdings in Q1 2025

Union Savings Bank

  • $205 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-9.93K
- 5.89%
$57.21 - $65.8 $568K - $653K
159K $9.26B
AAPL
Apple Inc.

Technology
-356
- 1.6%
$209.68 - $247.1 $74.6K - $88K
21.9K $4.87B
AVGO
Broadcom Inc.

Technology
-1.06K
- 17.52%
$167.43 - $244.7 $178K - $260K
5K $836M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.12K
- 7.47%
$102.49 - $119.96 $217K - $254K
26.2K $2.74B
ZTS
Zoetis Inc.

Healthcare
-2.54K
- 65.52%
$156.48 - $175.67 $397K - $446K
1.34K $220M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-12
- 0.18%
$522.96 - $601.18 $6.28K - $7.21K
6.8K $3.63B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-4.86K
- 17.51%
$50.87 - $51.09 $247K - $248K
22.9K $1.17B
ORCL
Oracle Corp

Technology
-31
- 0.43%
$139.81 - $186.47 $4.33K - $5.78K
7.1K $993M
HD
Home Depot, Inc.

Consumer Cyclical
-238
- 6.63%
$347.25 - $424.87 $82.6K - $101K
3.35K $1.23B
ACN
Accenture PLC

Technology
-22
- 0.54%
$300.91 - $398.25 $6.62K - $8.76K
4.02K $1.25B
LMT
Lockheed Martin Corp

Industrials
-150
- 7.59%
$423.19 - $506.29 $63.5K - $75.9K
1.83K $816M
PLAB
Photronics Inc

Technology
-5K
- 50.0%
$19.89 - $24.57 $99.5K - $123K
5K $104M
TGT
Target Corp

Consumer Defensive
-311
- 10.49%
$103.65 - $142.5 $32.2K - $44.3K
2.65K $277M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.11K
- 9.05%
$112.81 - $126.16 $125K - $140K
11.1K $1.36B
DHR
Danaher Corp

Healthcare
-11
- 0.24%
$201.62 - $250.59 $2.22K - $2.76K
4.55K $932M
PEP
Pepsico Inc

Consumer Defensive
-644
- 7.9%
$142.64 - $156.42 $91.9K - $101K
7.51K $1.13B
UNP
Union Pacific Corp

Industrials
-576
- 20.55%
$225.21 - $254.42 $130K - $147K
2.23K $526M
IVW
Ishares S&P 500 Growth ETF

ETFs
-49
- 0.4%
$92.45 - $106.69 $4.53K - $5.23K
12.1K $1.13B
GOOG
Alphabet Inc.

Communication Services
-98
- 4.12%
$156.06 - $207.71 $15.3K - $20.4K
2.28K $357M
VIG
Vanguard Dividend Appreciation

ETFs
-424
- 7.5%
N/A
5.23K $1.01B
AMT
American Tower Corp

Real Estate
-977
- 27.03%
$173.46 - $217.6 $169K - $213K
2.64K $574M
MRK
Merck & Co., Inc.

Healthcare
-342
- 6.02%
$83.01 - $101.02 $28.4K - $34.5K
5.34K $480M
VTI
Vanguard Total Stock Market Et

ETFs
-135
- 4.15%
$271.18 - $303.12 $36.6K - $40.9K
3.12K $856M
PG
Procter & Gamble CO

Consumer Defensive
-630
- 5.03%
$158.56 - $176.26 $99.9K - $111K
11.9K $2.03B
ADBE
Adobe Inc.

Technology
-34
- 3.66%
$377.84 - $464.11 $12.8K - $15.8K
894 $343M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-574
- 29.73%
$96.93 - $109.51 $55.6K - $62.9K
1.36K $133M
TSCO
Tractor Supply CO

Consumer Cyclical
-1.46K
- 18.71%
$51.66 - $57.94 $75.4K - $84.6K
6.35K $350M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-95
- 22.04%
$507.05 - $563.67 $48.2K - $53.5K
336 $173M
META
Meta Platforms, Inc.

Communication Services
-68
- 3.14%
$576.36 - $736.67 $39.2K - $50.1K
2.1K $1.21B
DOW
Dow Inc.

Basic Materials
-773
- 15.63%
$34.36 - $41.92 $26.6K - $32.4K
4.17K $146M
NBTB
Nbt Bancorp Inc

Financial Services
-443
- 7.6%
$42.51 - $49.14 $18.8K - $21.8K
5.38K $231M
VNQ
Vanguard Specialized Funds Van

ETFs
-500
- 45.45%
$85.55 - $94.34 $42.8K - $47.2K
600 $54.3M
VXF
Vanguard Extended Market ETF

ETFs
-50
- 4.81%
$170.36 - $201.04 $8.52K - $10.1K
989 $170M
XYL
Xylem Inc.

Industrials
-234
- 84.78%
$114.02 - $132.04 $26.7K - $30.9K
42 $5.02M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-150
- 35.29%
$65.15 - $91.81 $9.77K - $13.8K
275 $17.9M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-649
- 15.34%
$32.74 - $36.2 $21.2K - $23.5K
3.58K $125M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-34
- 12.59%
$408.78 - $448.82 $13.9K - $15.3K
236 $99.1M
FCX
Freeport Mcmoran Inc

Basic Materials
-400
- 72.73%
$34.5 - $43.01 $13.8K - $17.2K
150 $5.68M
CVX
Chevron Corp

Energy
-1K
- 14.76%
$146.71 - $167.97 $147K - $168K
5.79K $968M
TXN
Texas Instruments Inc

Technology
-41
- 5.22%
N/A
745 $134M
CMCSA
Comcast Corp

Communication Services
-293
- 8.0%
$33.19 - $38.23 $9.72K - $11.2K
3.37K $124M
Linde PLC Npv
-176
- 11.96%
N/A
1.3K $603M
IWP
Ishares Russell Mid Cap Growth

ETFs
-13
- 1.32%
$114.9 - $139.6 $1.49K - $1.81K
971 $114M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-6
- 2.39%
$254.58 - $302.92 $1.53K - $1.82K
245 $62.6M
MET
Metlife Inc

Financial Services
-68
- 2.87%
$77.7 - $87.0 $5.28K - $5.92K
2.3K $185M
DRI
Darden Restaurants Inc

Consumer Cyclical
-66
- 30.56%
$180.02 - $208.56 $11.9K - $13.8K
150 $31.2M
PFF
Ishares Trust Ishares Pfd And

ETFs
-200
- 5.35%
$30.73 - $32.26 $6.15K - $6.45K
3.54K $109M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-523
- 1.19%
$126.11 - $135.06 $66K - $70.6K
43.3K $5.58B
HYG
Ishares Tr

ETFs
-94
- 5.41%
$78.51 - $80.11 $7.38K - $7.53K
1.64K $130M
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
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