Greenfield Savings Bank Top Holdings and 13F Report (2024) → What President Biden's new law means for investors (From Stansberry Research) (Ad) About Greenfield Savings BankInvestment ActivityGreenfield Savings Bank has $190.25 million in total holdings as of March 31, 2024.Greenfield Savings Bank owns shares of 149 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 4.74% of the portfolio was purchased this quarter.About 1.30% of the portfolio was sold this quarter.This quarter, Greenfield Savings Bank has purchased 143 new stocks and bought additional shares in 45 stocks.Greenfield Savings Bank sold shares of 73 stocks and completely divested from 1 stock this quarter.Largest Holdings Apple $11,700,080Microsoft $11,683,815JPMorgan Chase & Co. $4,968,041iShares Core S&P Mid-Cap ETF $4,695,081Home Depot $4,264,481 Largest New Holdings this Quarter EMCOR Group $284,713 HoldingTextron $258,052 HoldingUnited Parcel Service $256,387 HoldingiShares iBonds Dec 2029 Term Treasury ETF $213,216 HoldingPackaging Co. of America $211,035 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 62,829 shares (about $3.82M)Walmart 9,565 shares (about $575.53K)NVIDIA 321 shares (about $290.04K)EMCOR Group 813 shares (about $284.71K)iShares Core S&P Small-Cap ETF 2,395 shares (about $264.70K) Largest Sales this Quarter Walt Disney 1,384 shares (about $169.35K)Fortinet 2,343 shares (about $160.05K)Mastercard 264 shares (about $127.13K)UnitedHealth Group 218 shares (about $107.84K)Apple 546 shares (about $93.63K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreenfield Savings Bank Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$11,700,080$93,628 ▼-0.8%68,2306.1%Computer and TechnologyMSFTMicrosoft$11,683,815$11,780 ▼-0.1%27,7716.1%Computer and TechnologyJPMJPMorgan Chase & Co.$4,968,041$41,062 ▼-0.8%24,8032.6%FinanceIJHiShares Core S&P Mid-Cap ETF$4,695,081$3,816,234 ▲434.2%77,2982.5%ETFHDHome Depot$4,264,481$13,426 ▼-0.3%11,1172.2%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$4,183,071$264,695 ▲6.8%37,8492.2%ETFAMZNAmazon.com$4,108,876$4,149 ▲0.1%22,7792.2%Retail/WholesaleMAMastercard$4,090,456$127,134 ▼-3.0%8,4942.2%Business ServicesCOSTCostco Wholesale$3,965,726$21,979 ▼-0.6%5,4132.1%Retail/WholesaleGOOGAlphabet$3,663,985$1,218 ▼0.0%24,0641.9%Computer and TechnologyPGRProgressive$3,410,669$15,718 ▲0.5%16,4911.8%FinanceABBVAbbVie$3,096,428$546 ▲0.0%17,0041.6%MedicalUNHUnitedHealth Group$3,075,055$107,845 ▼-3.4%6,2161.6%MedicalAXPAmerican Express$3,009,834$50,319 ▼-1.6%13,2191.6%FinanceNVDANVIDIA$2,960,966$290,043 ▲10.9%3,2771.6%Computer and TechnologyQQQInvesco QQQ$2,924,694$111,891 ▲4.0%6,5871.5%FinanceMETAMeta Platforms$2,831,903$33,991 ▲1.2%5,8321.5%Computer and TechnologyELVElevance Health$2,696,927$24,890 ▲0.9%5,2011.4%MedicalGOOGLAlphabet$2,658,632$75,465 ▼-2.8%17,6151.4%Computer and TechnologyMCDMcDonald's$2,602,398$42,292 ▼-1.6%9,2301.4%Retail/WholesaleCATCaterpillar$2,393,154$49,834 ▼-2.0%6,5311.3%Industrial ProductsPGProcter & Gamble$2,318,715$23,526 ▼-1.0%14,2911.2%Consumer StaplesLMTLockheed Martin$2,237,960$36,390 ▼-1.6%4,9201.2%AerospaceAMATApplied Materials$2,129,531$4,125 ▲0.2%10,3261.1%Computer and TechnologyXOMExxon Mobil$2,122,077$6,858 ▲0.3%18,2561.1%Oils/EnergyNEENextEra Energy$2,119,128$59,948 ▲2.9%33,1581.1%UtilitiesVTIVanguard Total Stock Market ETF$2,106,749$20,272 ▲1.0%8,1061.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$2,032,156$130,465 ▲6.9%5,1091.1%FinanceCVXChevron$1,906,603$37,384 ▼-1.9%12,0871.0%Oils/EnergySPYSPDR S&P 500 ETF Trust$1,855,329$134,429 ▲7.8%3,5471.0%FinancePMPhilip Morris International$1,798,501$22,630 ▼-1.2%19,6300.9%Consumer StaplesCMCSAComcast$1,791,092$6,069 ▲0.3%41,3170.9%Consumer DiscretionaryJNJJohnson & Johnson$1,735,028$8,542 ▼-0.5%10,9680.9%MedicalSTLDSteel Dynamics$1,730,733$12,600 ▲0.7%11,6760.9%Basic MaterialsCVSCVS Health$1,582,678$22,413 ▲1.4%19,8430.8%Retail/WholesaleVLOValero Energy$1,572,055$8,876 ▼-0.6%9,2100.8%Oils/EnergyBACBank of America$1,549,222$8,001 ▲0.5%40,8550.8%Financial ServicesMETMetLife$1,543,267$24,308 ▼-1.6%20,8240.8%FinanceCSCOCisco Systems$1,525,599$70,323 ▲4.8%30,5670.8%Computer and TechnologyPEPPepsiCo$1,509,461$23,451 ▼-1.5%8,6250.8%Consumer StaplesBMYBristol-Myers Squibb$1,439,318$6,345 ▼-0.4%26,5410.8%MedicalTXNTexas Instruments$1,419,1150.0%8,1460.7%Computer and TechnologyPAYXPaychex$1,406,060$9,701 ▼-0.7%11,4500.7%Business ServicesEFAiShares MSCI EAFE ETF$1,393,397$112,922 ▲8.8%17,4480.7%FinanceVVisa$1,352,422$52,188 ▲4.0%4,8460.7%Business ServicesINTCIntel$1,222,935$2,253 ▼-0.2%27,6870.6%Computer and TechnologyPFEPfizer$1,195,775$15,762 ▲1.3%43,0910.6%MedicalDUKDuke Energy$1,188,856$23,597 ▼-1.9%12,2930.6%UtilitiesBRK.BBerkshire Hathaway$1,179,5590.0%2,8050.6%FinanceMOAltria Group$1,174,512$9,814 ▼-0.8%26,9260.6%Consumer StaplesGILDGilead Sciences$1,169,510$9,010 ▲0.8%15,9660.6%MedicalHONHoneywell International$1,152,274$185,341 ▲19.2%5,6140.6%Multi-Sector ConglomeratesFTNTFortinet$1,146,173$160,050 ▼-12.3%16,7790.6%Computer and TechnologyMRKMerck & Co., Inc.$1,122,103$31,536 ▼-2.7%8,5040.6%MedicalORCLOracle$1,102,353$39,190 ▼-3.4%8,7760.6%Computer and TechnologyTILTFlexShares Morningstar US Market Factor Tilt Index Fund$1,091,1310.0%5,5000.6%ETFVZVerizon Communications$1,083,743$32,939 ▼-2.9%25,8280.6%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,036,883$56,400 ▼-5.2%6,1220.5%ETFRTXRTX$1,026,796$4,389 ▼-0.4%10,5280.5%AerospaceMDLZMondelez International$1,024,520$2,450 ▼-0.2%14,6360.5%Consumer StaplesUNPUnion Pacific$995,5250.0%4,0480.5%TransportationCOPConocoPhillips$990,111$32,966 ▲3.4%7,7790.5%Oils/EnergyAMGNAmgen$985,737$9,383 ▼-0.9%3,4670.5%MedicalETNEaton$979,626$11,882 ▼-1.2%3,1330.5%Industrial ProductsSHWSherwin-Williams$963,8410.0%2,7750.5%ConstructionLOWLowe's Companies$949,888$8,151 ▼-0.9%3,7290.5%Retail/WholesaleMCHPMicrochip Technology$911,992$13,457 ▼-1.5%10,1660.5%Computer and TechnologyMARMarriott International$870,722$4,289 ▲0.5%3,4510.5%Consumer DiscretionaryWMTWalmart$853,391$575,526 ▲207.1%14,1830.4%Retail/WholesaleKMBKimberly-Clark$851,770$21,990 ▼-2.5%6,5850.4%Consumer StaplesBLKBlackRock$851,208$9,171 ▼-1.1%1,0210.4%FinanceKOCoca-Cola$828,805$200,426 ▲31.9%13,5470.4%Consumer StaplesEMREmerson Electric$766,266$14,404 ▼-1.8%6,7560.4%Industrial ProductsCIThe Cigna Group$743,813$18,159 ▼-2.4%2,0480.4%MedicalABTAbbott Laboratories$717,1950.0%6,3100.4%MedicalDVYiShares Select Dividend ETF$716,0450.0%5,8130.4%ETFIBMInternational Business Machines$700,823$2,101 ▼-0.3%3,6700.4%Computer and TechnologyPHMPulteGroup$662,204$58,983 ▲9.8%5,4900.3%ConstructionLLYEli Lilly and Company$649,5970.0%8350.3%MedicalMPCMarathon Petroleum$641,9790.0%3,1860.3%Oils/EnergyITWIllinois Tool Works$640,7720.0%2,3880.3%Industrial ProductsPNCThe PNC Financial Services Group$627,170$9,858 ▼-1.5%3,8810.3%FinanceAMDAdvanced Micro Devices$610,778$134,285 ▲28.2%3,3840.3%Computer and TechnologyNOCNorthrop Grumman$605,026$22,497 ▼-3.6%1,2640.3%AerospaceUSBU.S. Bancorp$595,136$131,329 ▲28.3%13,3140.3%FinanceGPCGenuine Parts$592,917$17,042 ▼-2.8%3,8270.3%Auto/Tires/TrucksAPDAir Products and Chemicals$589,6850.0%2,4340.3%Basic MaterialsTSLATesla$583,799$119,010 ▲25.6%3,3210.3%Auto/Tires/TrucksLHXL3Harris Technologies$582,402$7,458 ▼-1.3%2,7330.3%AerospaceOKEONEOK$582,355$6,654 ▼-1.1%7,2640.3%Oils/EnergyGRMNGarmin$564,813$44,661 ▼-7.3%3,7940.3%Computer and TechnologyADPAutomatic Data Processing$556,1710.0%2,2270.3%Business ServicesALLAllstate$520,760$12,976 ▼-2.4%3,0100.3%FinanceNVRNVR$510,297$8,100 ▲1.6%630.3%ConstructionSYKStryker$496,7240.0%1,3880.3%MedicalADBEAdobe$481,893$45,414 ▲10.4%9550.3%Computer and TechnologyTDToronto-Dominion Bank$469,092$6,098 ▼-1.3%7,7690.2%FinanceIVViShares Core S&P 500 ETF$468,9510.0%8920.2%ETFCCitigroup$458,996$37,944 ▼-7.6%7,2580.2%FinanceVWOVanguard FTSE Emerging Markets ETF$450,030$21,303 ▲5.0%10,7740.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.