Essex Savings Bank Top Holdings and 13F Report (2024) → My top 100 stocks… (From DTI) (Ad) About Essex Savings BankInvestment ActivityEssex Savings Bank has $344.07 million in total holdings as of December 31, 2023.Essex Savings Bank owns shares of 264 different stocks, but just 92 companies or ETFs make up 80% of its holdings.Approximately 0.06% of the portfolio was purchased this quarter.This quarter, Essex Savings Bank has purchased 264 new stocks and bought additional shares in 1 stock.Essex Savings Bank sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Apple $21,428,749Chevron $20,121,365Exxon Mobil $17,807,924Johnson & Johnson $11,213,308Microsoft $10,183,237 Largest Purchases this Quarter Allegion 1,676 shares (about $218.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEssex Savings Bank Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$21,428,7490.0%111,3016.2%Computer and TechnologyCVXChevron$20,121,3650.0%134,8985.8%Oils/EnergyXOMExxon Mobil$17,807,9240.0%178,1155.2%Oils/EnergyJNJJohnson & Johnson$11,213,3080.0%71,5413.3%MedicalMSFTMicrosoft$10,183,2370.0%27,0813.0%Computer and TechnologyADPAutomatic Data Processing$10,066,3930.0%43,2092.9%Business ServicesBRK.ABerkshire Hathaway$8,139,3750.0%152.4%FinanceLLYEli Lilly and Company$7,132,4720.0%12,2362.1%MedicalVOOVanguard S&P 500 ETF$6,591,1520.0%15,0901.9%ETFHDHome Depot$6,352,4040.0%18,3311.8%Retail/WholesaleTGTTarget$4,690,4540.0%32,9341.4%Retail/WholesaleGOOGAlphabet$4,679,5680.0%33,2051.4%Computer and TechnologyAMZNAmazon.com$4,615,6160.0%30,3781.3%Retail/WholesaleJPMJPMorgan Chase & Co.$4,430,7500.0%26,0481.3%FinancePGProcter & Gamble$4,368,7790.0%29,8131.3%Consumer StaplesVRSKVerisk Analytics$4,359,4310.0%18,2511.3%Business ServicesVVisa$4,087,5820.0%15,7011.2%Business ServicesGOOGLAlphabet$3,590,8560.0%25,7061.0%Computer and TechnologyPEPPepsiCo$3,478,1380.0%20,4791.0%Consumer StaplesMRKMerck & Co., Inc.$3,448,1820.0%31,6291.0%MedicalBRK.BBerkshire Hathaway$3,416,6940.0%9,5801.0%FinanceQQQInvesco QQQ$3,052,0610.0%7,4530.9%FinanceNVDANVIDIA$3,011,8560.0%6,0820.9%Computer and TechnologyAVGOBroadcom$2,987,0780.0%2,6760.9%Computer and TechnologyIWMiShares Russell 2000 ETF$2,756,9450.0%13,7360.8%FinanceVEAVanguard FTSE Developed Markets Index Fund ETF Shares$2,563,2150.0%53,5120.7%ETFSPYSPDR S&P 500 ETF Trust$2,472,5050.0%5,2020.7%FinanceADBEAdobe$2,444,8120.0%4,0980.7%Computer and TechnologyWMTWalmart$2,406,8280.0%15,2670.7%Retail/WholesaleRTXRTX$2,353,2130.0%27,9680.7%AerospaceDEDeere & Company$2,146,0450.0%5,3670.6%Industrial ProductsIWFiShares Russell 1000 Growth ETF$2,136,0580.0%7,0460.6%ETFIJRiShares Core S&P Small-Cap ETF$2,017,4490.0%18,6370.6%ETFVYMVanguard High Dividend Yield Index Fund ETF Shares$2,005,6440.0%17,9670.6%ETFABBVAbbVie$1,964,0730.0%12,6740.6%MedicalMCDMcDonald's$1,944,4980.0%6,5580.6%Retail/WholesaleCSCOCisco Systems$1,931,4670.0%38,2320.6%Computer and TechnologyMETAMeta Platforms$1,852,5680.0%5,2340.5%Computer and TechnologyIVViShares Core S&P 500 ETF$1,844,1260.0%3,8610.5%ETFUNPUnion Pacific$1,829,1220.0%7,4470.5%TransportationCVSCVS Health$1,805,9610.0%22,8720.5%Retail/WholesaleCATCaterpillar$1,789,3300.0%6,0520.5%Industrial ProductsVOVanguard Mid-Cap ETF$1,772,0130.0%7,6170.5%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,764,2550.0%69,7610.5%ETFSYKStryker$1,749,3820.0%5,8420.5%MedicalACNAccenture$1,746,0690.0%4,9760.5%Business ServicesSCHWCharles Schwab$1,647,7180.0%23,9530.5%FinanceMAMastercard$1,645,4670.0%3,8580.5%Business ServicesMCOMoody's$1,614,5300.0%4,1340.5%FinanceVBVanguard Small-Cap ETF$1,603,8080.0%7,5180.5%ETFPFEPfizer$1,562,7360.0%54,2810.5%MedicalBLKBlackRock$1,541,5780.0%1,8990.4%FinanceNSCNorfolk Southern$1,530,7940.0%6,4760.4%TransportationKMBKimberly-Clark$1,515,4680.0%12,4720.4%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$1,502,9270.0%5,4230.4%ETFGDGeneral Dynamics$1,481,8710.0%5,7070.4%AerospaceIBMInternational Business Machines$1,405,2100.0%8,5920.4%Computer and TechnologyTTTrane Technologies$1,356,5700.0%5,5620.4%Business ServicesIVWiShares S&P 500 Growth ETF$1,352,6240.0%18,0110.4%ETFUNHUnitedHealth Group$1,337,1970.0%2,5400.4%MedicalVTVVanguard Value ETF$1,330,6980.0%8,9010.4%ETFJPSTJPMorgan Ultra-Short Income ETF$1,314,1060.0%26,1670.4%ETFAMGNAmgen$1,265,2140.0%4,3930.4%MedicalCOSTCostco Wholesale$1,263,3810.0%1,9140.4%Retail/WholesaleLMTLockheed Martin$1,253,1710.0%2,7650.4%AerospaceVIGVanguard Dividend Appreciation ETF$1,251,9260.0%7,3470.4%ETFEMREmerson Electric$1,240,2730.0%12,7430.4%Industrial ProductsHONHoneywell International$1,233,9260.0%5,8840.4%Multi-Sector ConglomeratesPANWPalo Alto Networks$1,232,0050.0%4,1780.4%Computer and TechnologyLHXL3Harris Technologies$1,229,3840.0%5,8370.4%AerospaceVGITVanguard Intermediate-Term Treasury Index ETF$1,194,8570.0%20,1460.3%ETFCRMSalesforce$1,179,3410.0%4,4820.3%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$1,175,1810.0%4,3400.3%ETFKOCoca-Cola$1,141,8170.0%19,3760.3%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$1,136,0930.0%27,6490.3%ETFUPSUnited Parcel Service$1,127,9570.0%7,1740.3%TransportationIEMGiShares Core MSCI Emerging Markets ETF$1,123,7300.0%22,2170.3%ETFNOBLProShares S&P 500 Aristocrats ETF$1,111,7450.0%11,6780.3%ETFITWIllinois Tool Works$1,103,8110.0%4,2140.3%Industrial ProductsBABoeing$1,100,1970.0%4,2210.3%AerospaceCOPConocoPhillips$1,085,5950.0%9,3530.3%Oils/EnergyDISWalt Disney$1,074,2580.0%11,8980.3%Consumer DiscretionaryDHRDanaher$1,050,5090.0%4,5410.3%Multi-Sector ConglomeratesCLColgate-Palmolive$1,042,7610.0%13,0820.3%Consumer StaplesCIThe Cigna Group$1,036,9550.0%3,4630.3%MedicalINTCIntel$1,026,7010.0%20,4320.3%Computer and TechnologyNKENIKE$1,008,7160.0%9,2910.3%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$990,3910.0%4,1750.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$976,8480.0%9,2830.3%ETFSONSonoco Products$966,0960.0%17,2950.3%Industrial ProductsDGROiShares Core Dividend Growth ETF$948,7210.0%17,6310.3%ETFETNEaton$939,9120.0%3,9030.3%Industrial ProductsWFCWells Fargo & Company$927,0530.0%18,8350.3%FinanceMDLZMondelez International$924,4170.0%12,7630.3%Consumer StaplesCMCSAComcast$915,5880.0%20,8850.3%Consumer DiscretionaryNFLXNetflix$876,3760.0%1,8000.3%Consumer DiscretionaryNVONovo Nordisk A/S$872,0820.0%8,4300.3%MedicalTSLATesla$850,2930.0%3,4220.2%Auto/Tires/TrucksBMYBristol-Myers Squibb$847,5760.0%16,5190.2%MedicalORCLOracle$828,7770.0%7,8610.2%Computer and TechnologyShowing largest 100 holdings. 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