Essex Savings Bank Top Holdings and 13F Report (2024)

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About Essex Savings Bank

Investment Activity

Essex 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: $21,428,749
Chevron: $20,121,365
Exxon Mobil: $17,807,924
Johnson & Johnson: $11,213,308
Microsoft: $10,183,237

Largest Purchases this Quarter

Allegion: 1,676 shares (about $218.98K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$21,428,749		0.0%	111,301	6.2%	Computer and Technology
CVX Chevron	$20,121,365		0.0%	134,898	5.8%	Oils/Energy
XOM Exxon Mobil	$17,807,924		0.0%	178,115	5.2%	Oils/Energy
JNJ Johnson & Johnson	$11,213,308		0.0%	71,541	3.3%	Medical
MSFT Microsoft	$10,183,237		0.0%	27,081	3.0%	Computer and Technology
ADP Automatic Data Processing	$10,066,393		0.0%	43,209	2.9%	Business Services
BRK.A Berkshire Hathaway	$8,139,375		0.0%	15	2.4%	Finance
LLY Eli Lilly and Company	$7,132,472		0.0%	12,236	2.1%	Medical
VOO Vanguard S&P 500 ETF	$6,591,152		0.0%	15,090	1.9%	ETF
HD Home Depot	$6,352,404		0.0%	18,331	1.8%	Retail/Wholesale
TGT Target	$4,690,454		0.0%	32,934	1.4%	Retail/Wholesale
GOOG Alphabet	$4,679,568		0.0%	33,205	1.4%	Computer and Technology
AMZN Amazon.com	$4,615,616		0.0%	30,378	1.3%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$4,430,750		0.0%	26,048	1.3%	Finance
PG Procter & Gamble	$4,368,779		0.0%	29,813	1.3%	Consumer Staples
VRSK Verisk Analytics	$4,359,431		0.0%	18,251	1.3%	Business Services
V Visa	$4,087,582		0.0%	15,701	1.2%	Business Services
GOOGL Alphabet	$3,590,856		0.0%	25,706	1.0%	Computer and Technology
PEP PepsiCo	$3,478,138		0.0%	20,479	1.0%	Consumer Staples
MRK Merck & Co., Inc.	$3,448,182		0.0%	31,629	1.0%	Medical
BRK.B Berkshire Hathaway	$3,416,694		0.0%	9,580	1.0%	Finance
QQQ Invesco QQQ	$3,052,061		0.0%	7,453	0.9%	Finance
NVDA NVIDIA	$3,011,856		0.0%	6,082	0.9%	Computer and Technology
AVGO Broadcom	$2,987,078		0.0%	2,676	0.9%	Computer and Technology
IWM iShares Russell 2000 ETF	$2,756,945		0.0%	13,736	0.8%	Finance
VEA Vanguard FTSE Developed Markets ETF	$2,563,215		0.0%	53,512	0.7%	ETF
SPY SPDR S&P 500 ETF Trust	$2,472,505		0.0%	5,202	0.7%	Finance
ADBE Adobe	$2,444,812		0.0%	4,098	0.7%	Computer and Technology
WMT Walmart	$2,406,828		0.0%	15,267	0.7%	Retail/Wholesale
RTX RTX	$2,353,213		0.0%	27,968	0.7%	Aerospace
DE Deere & Company	$2,146,045		0.0%	5,367	0.6%	Industrial Products
IWF iShares Russell 1000 Growth ETF	$2,136,058		0.0%	7,046	0.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$2,017,449		0.0%	18,637	0.6%	ETF
VYM Vanguard High Dividend Yield ETF	$2,005,644		0.0%	17,967	0.6%	ETF
ABBV AbbVie	$1,964,073		0.0%	12,674	0.6%	Medical
MCD McDonald's	$1,944,498		0.0%	6,558	0.6%	Retail/Wholesale
CSCO Cisco Systems	$1,931,467		0.0%	38,232	0.6%	Computer and Technology
META Meta Platforms	$1,852,568		0.0%	5,234	0.5%	Computer and Technology
IVV iShares Core S&P 500 ETF	$1,844,126		0.0%	3,861	0.5%	ETF
UNP Union Pacific	$1,829,122		0.0%	7,447	0.5%	Transportation
CVS CVS Health	$1,805,961		0.0%	22,872	0.5%	Retail/Wholesale
CAT Caterpillar	$1,789,330		0.0%	6,052	0.5%	Industrial Products
VO Vanguard Mid-Cap Index Fund ETF Shares	$1,772,013		0.0%	7,617	0.5%	ETF
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF	$1,764,255		0.0%	69,761	0.5%	ETF
SYK Stryker	$1,749,382		0.0%	5,842	0.5%	Medical
ACN Accenture	$1,746,069		0.0%	4,976	0.5%	Business Services
SCHW Charles Schwab	$1,647,718		0.0%	23,953	0.5%	Finance
MA Mastercard	$1,645,467		0.0%	3,858	0.5%	Business Services
MCO Moody's	$1,614,530		0.0%	4,134	0.5%	Finance
VB Vanguard Small-Cap ETF	$1,603,808		0.0%	7,518	0.5%	ETF
PFE Pfizer	$1,562,736		0.0%	54,281	0.5%	Medical
BLK BlackRock	$1,541,578		0.0%	1,899	0.4%	Finance
NSC Norfolk Southern	$1,530,794		0.0%	6,476	0.4%	Transportation
KMB Kimberly-Clark	$1,515,468		0.0%	12,472	0.4%	Consumer Staples
IJH iShares Core S&P Mid-Cap ETF	$1,502,927		0.0%	5,423	0.4%	ETF
GD General Dynamics	$1,481,871		0.0%	5,707	0.4%	Aerospace
IBM International Business Machines	$1,405,210		0.0%	8,592	0.4%	Computer and Technology
TT Trane Technologies	$1,356,570		0.0%	5,562	0.4%	Business Services
IVW iShares S&P 500 Growth ETF	$1,352,624		0.0%	18,011	0.4%	ETF
UNH UnitedHealth Group	$1,337,197		0.0%	2,540	0.4%	Medical
VTV Vanguard Value ETF	$1,330,698		0.0%	8,901	0.4%	ETF
JPST JPMorgan Ultra-Short Income ETF	$1,314,106		0.0%	26,167	0.4%	ETF
AMGN Amgen	$1,265,214		0.0%	4,393	0.4%	Medical
COST Costco Wholesale	$1,263,381		0.0%	1,914	0.4%	Retail/Wholesale
LMT Lockheed Martin	$1,253,171		0.0%	2,765	0.4%	Aerospace
VIG Vanguard Dividend Appreciation ETF	$1,251,926		0.0%	7,347	0.4%	ETF
EMR Emerson Electric	$1,240,273		0.0%	12,743	0.4%	Industrial Products
HON Honeywell International	$1,233,926		0.0%	5,884	0.4%	Multi-Sector Conglomerates
PANW Palo Alto Networks	$1,232,005		0.0%	4,178	0.4%	Computer and Technology
LHX L3Harris Technologies	$1,229,384		0.0%	5,837	0.4%	Aerospace
VGIT Vanguard Intermediate-Term Treasury Index ETF	$1,194,857		0.0%	20,146	0.3%	ETF
CRM Salesforce	$1,179,341		0.0%	4,482	0.3%	Computer and Technology
VOOG Vanguard S&P 500 Growth ETF	$1,175,181		0.0%	4,340	0.3%	ETF
KO Coca-Cola	$1,141,817		0.0%	19,376	0.3%	Consumer Staples
VWO Vanguard FTSE Emerging Markets ETF	$1,136,093		0.0%	27,649	0.3%	ETF
UPS United Parcel Service	$1,127,957		0.0%	7,174	0.3%	Transportation
IEMG iShares Core MSCI Emerging Markets ETF	$1,123,730		0.0%	22,217	0.3%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$1,111,745		0.0%	11,678	0.3%	ETF
ITW Illinois Tool Works	$1,103,811		0.0%	4,214	0.3%	Industrial Products
BA Boeing	$1,100,197		0.0%	4,221	0.3%	Aerospace
COP ConocoPhillips	$1,085,595		0.0%	9,353	0.3%	Oils/Energy
DIS Walt Disney	$1,074,258		0.0%	11,898	0.3%	Consumer Discretionary
DHR Danaher	$1,050,509		0.0%	4,541	0.3%	Multi-Sector Conglomerates
CL Colgate-Palmolive	$1,042,761		0.0%	13,082	0.3%	Consumer Staples
CI The Cigna Group	$1,036,955		0.0%	3,463	0.3%	Medical
INTC Intel	$1,026,701		0.0%	20,432	0.3%	Computer and Technology
NKE NIKE	$1,008,716		0.0%	9,291	0.3%	Consumer Discretionary
VTI Vanguard Total Stock Market ETF	$990,391		0.0%	4,175	0.3%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$976,848		0.0%	9,283	0.3%	ETF
SON Sonoco Products	$966,096		0.0%	17,295	0.3%	Industrial Products
DGRO iShares Core Dividend Growth ETF	$948,721		0.0%	17,631	0.3%	ETF
ETN Eaton	$939,912		0.0%	3,903	0.3%	Industrial Products
WFC Wells Fargo & Company	$927,053		0.0%	18,835	0.3%	Finance
MDLZ Mondelez International	$924,417		0.0%	12,763	0.3%	Consumer Staples
CMCSA Comcast	$915,588		0.0%	20,885	0.3%	Consumer Discretionary
NFLX Netflix	$876,376		0.0%	1,800	0.3%	Consumer Discretionary
NVO Novo Nordisk A/S	$872,082		0.0%	8,430	0.3%	Medical
TSLA Tesla	$850,293		0.0%	3,422	0.2%	Auto/Tires/Trucks
BMY Bristol-Myers Squibb	$847,576		0.0%	16,519	0.2%	Medical
ORCL Oracle	$828,777		0.0%	7,861	0.2%	Computer and Technology
GWW W.W. Grainger	$825,373		0.0%	996	0.2%	Industrial Products
TMO Thermo Fisher Scientific	$814,209		0.0%	1,534	0.2%	Medical
AFL Aflac	$811,385		0.0%	9,835	0.2%	Finance
MUB iShares National Muni Bond ETF	$748,353		0.0%	6,903	0.2%	ETF
PSX Phillips 66	$738,520		0.0%	5,547	0.2%	Oils/Energy
QCOM QUALCOMM	$720,248		0.0%	4,980	0.2%	Computer and Technology
VGSH Vanguard Short-Term Treasury Index Fund ETF Shares	$717,457		0.0%	12,300	0.2%	ETF
GS The Goldman Sachs Group	$717,120		0.0%	1,859	0.2%	Finance
MMM 3M	$712,102		0.0%	6,514	0.2%	Multi-Sector Conglomerates
CHENIERE ENERGY INC	$706,223		0.0%	4,137	0.2%	COMMON STOCK
NEE NextEra Energy	$696,008		0.0%	11,459	0.2%	Utilities
DUK Duke Energy	$686,358		0.0%	7,073	0.2%	Utilities
SO Southern	$672,207		0.0%	9,588	0.2%	Utilities
IWR iShares Russell Mid-Cap ETF	$669,010		0.0%	8,608	0.2%	ETF
DD DuPont de Nemours	$665,982		0.0%	8,657	0.2%	Basic Materials
DOV Dover	$663,226		0.0%	4,312	0.2%	Industrial Products
FCX Freeport-McMoRan	$661,719		0.0%	15,548	0.2%	Basic Materials
ECL Ecolab	$647,010		0.0%	3,262	0.2%	Basic Materials
CMI Cummins	$625,514		0.0%	2,611	0.2%	Auto/Tires/Trucks
JMST JPMorgan Ultra-Short Municipal ETF	$614,662		0.0%	12,114	0.2%	ETF
BHP BHP Group	$601,399		0.0%	8,804	0.2%	Basic Materials
BAC Bank of America	$590,661		0.0%	17,548	0.2%	Finance
AXP American Express	$584,680		0.0%	3,121	0.2%	Finance
EFA iShares MSCI EAFE ETF	$576,951		0.0%	7,657	0.2%	Finance
ASML ASML	$576,762		0.0%	762	0.2%	Computer and Technology
VGLT Vanguard Long-Term Treasury Index ETF	$563,953		0.0%	9,167	0.2%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$559,242		0.0%	3,544	0.2%	ETF
FEUS FlexShares ESG & Climate US Large Cap Core Index Fund	$555,276		0.0%	10,281	0.2%	ETF
ABT Abbott Laboratories	$551,001		0.0%	5,006	0.2%	Medical
SBUX Starbucks	$539,466		0.0%	5,619	0.2%	Retail/Wholesale
IWP iShares Russell Mid-Cap Growth ETF	$539,325		0.0%	5,163	0.2%	ETF
IWD iShares Russell 1000 Value ETF	$528,466		0.0%	3,198	0.2%	ETF
VZ Verizon Communications	$522,630		0.0%	13,863	0.2%	Computer and Technology
PNC The PNC Financial Services Group	$519,979		0.0%	3,358	0.2%	Finance
IUSV iShares Core S&P U.S. Value ETF	$516,436		0.0%	6,124	0.2%	Manufacturing
APD Air Products and Chemicals	$505,682		0.0%	1,847	0.1%	Basic Materials
USB U.S. Bancorp	$505,605		0.0%	11,685	0.1%	Finance
VONV Vanguard Russell 1000 Value	$499,291		0.0%	6,883	0.1%	ETF
AMD Advanced Micro Devices	$498,978		0.0%	3,385	0.1%	Computer and Technology
CB Chubb	$473,244		0.0%	2,094	0.1%	Finance
PM Philip Morris International	$469,077		0.0%	4,986	0.1%	Consumer Staples
EFV iShares MSCI EAFE Value ETF	$451,252		0.0%	8,663	0.1%	ETF
MO Altria Group	$445,270		0.0%	11,038	0.1%	Consumer Staples
ALLE Allegion	$442,412	$218,985 ▲	98.0%	3,386	0.1%	Industrial Products
IRM Iron Mountain	$440,108		0.0%	6,290	0.1%	Finance
PAYX Paychex	$437,010		0.0%	3,669	0.1%	Business Services
IR Ingersoll Rand	$433,411		0.0%	5,604	0.1%	Industrial Products
LOW Lowe's Companies	$432,187		0.0%	1,942	0.1%	Retail/Wholesale
VLO Valero Energy	$429,130		0.0%	3,301	0.1%	Oils/Energy
WTM White Mountains Insurance Group	$427,421		0.0%	284	0.1%	Finance
T AT&T	$422,479		0.0%	25,193	0.1%	Computer and Technology
SCHB Schwab US Broad Market ETF	$420,919		0.0%	7,561	0.1%	ETF
NOW ServiceNow	$409,044		0.0%	579	0.1%	Computer and Technology
DEO Diageo	$403,912		0.0%	2,773	0.1%	Consumer Staples
AVY Avery Dennison	$390,774		0.0%	1,933	0.1%	Industrial Products
TJX TJX Companies	$389,772		0.0%	4,155	0.1%	Retail/Wholesale
UBER Uber Technologies	$388,193		0.0%	6,306	0.1%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$385,900		0.0%	5,069	0.1%	ETF
INTU Intuit	$384,384		0.0%	615	0.1%	Computer and Technology
KVUE Kenvue	$382,922		0.0%	17,794	0.1%	Consumer Staples
HSY Hershey	$380,518		0.0%	2,041	0.1%	Consumer Staples
TXN Texas Instruments	$379,267		0.0%	2,225	0.1%	Computer and Technology
SCHX Schwab US Large-Cap ETF	$373,140		0.0%	6,616	0.1%	ETF
GILD Gilead Sciences	$368,346		0.0%	4,547	0.1%	Medical
MS Morgan Stanley	$368,330		0.0%	3,950	0.1%	Finance
DVY iShares Select Dividend ETF	$368,069		0.0%	3,140	0.1%	ETF
NOC Northrop Grumman	$363,271		0.0%	776	0.1%	Aerospace
SHEL Shell	$362,695		0.0%	5,513	0.1%	Oils/Energy
COWZ Pacer US Cash Cows 100 ETF	$359,561		0.0%	6,916	0.1%	ETF
IAU iShares Gold Trust	$358,008		0.0%	9,175	0.1%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$355,977		0.0%	4,601	0.1%	ETF
O Realty Income	$355,709		0.0%	6,195	0.1%	Finance
FDX FedEx	$354,912		0.0%	1,403	0.1%	Transportation
MET MetLife	$353,658		0.0%	5,348	0.1%	Finance
PPG PPG Industries	$343,810		0.0%	2,299	0.1%	Basic Materials
CLX Clorox	$338,650		0.0%	2,375	0.1%	Consumer Staples
BP BP	$337,474		0.0%	9,536	0.1%	Oils/Energy
KKR KKR & Co. Inc.	$336,122		0.0%	4,057	0.1%	Finance
ANET Arista Networks	$331,832		0.0%	1,409	0.1%	Computer and Technology
NVS Novartis	$330,573		0.0%	3,274	0.1%	Medical
SYY Sysco	$329,223		0.0%	4,502	0.1%	Consumer Staples
IYW iShares U.S. Technology ETF	$328,970		0.0%	2,680	0.1%	Manufacturing
TSM Taiwan Semiconductor Manufacturing	$323,752		0.0%	3,113	0.1%	Computer and Technology
DOW DOW	$322,454		0.0%	5,880	0.1%	Basic Materials
MAR Marriott International	$322,027		0.0%	1,428	0.1%	Consumer Discretionary
CARR Carrier Global	$321,313		0.0%	5,593	0.1%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$319,589		0.0%	8,502	0.1%	ETF
FNF Fidelity National Financial	$319,434		0.0%	6,261	0.1%	Finance
EFG iShares MSCI EAFE Growth ETF	$316,206		0.0%	3,265	0.1%	ETF
AMT American Tower	$307,407		0.0%	1,424	0.1%	Finance
IEFA iShares Core MSCI EAFE ETF	$304,823		0.0%	4,333	0.1%	ETF
STT State Street	$302,094		0.0%	3,900	0.1%	Finance
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF	$301,227		0.0%	4,095	0.1%	ETF
ACWI iShares MSCI ACWI ETF	$300,831		0.0%	2,956	0.1%	Manufacturing
TRV Travelers Companies	$299,447		0.0%	1,572	0.1%	Finance
LEN Lennar	$298,078		0.0%	2,000	0.1%	Construction
IWB iShares Russell 1000 ETF	$297,664		0.0%	1,135	0.1%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$297,054		0.0%	4,575	0.1%	Manufacturing
CCI Crown Castle	$292,578		0.0%	2,540	0.1%	Finance
PLD Prologis	$287,791		0.0%	2,159	0.1%	Finance
AER AerCap	$284,978		0.0%	3,835	0.1%	Finance
WBS Webster Financial	$284,604		0.0%	5,608	0.1%	Finance
LH Laboratory Co. of America	$282,290		0.0%	1,242	0.1%	Medical
BND Vanguard Total Bond Market ETF	$281,875		0.0%	3,833	0.1%	ETF
SHW Sherwin-Williams	$280,695		0.0%	900	0.1%	Construction
SPYV SPDR Portfolio S&P 500 Value ETF	$279,079		0.0%	5,985	0.1%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$277,355		0.0%	3,268	0.1%	ETF
GLD SPDR Gold Shares	$274,897		0.0%	1,438	0.1%	Finance
SWK Stanley Black & Decker	$268,792		0.0%	2,740	0.1%	Industrial Products
OTIS Otis Worldwide	$268,137		0.0%	2,997	0.1%	Construction
MDT Medtronic	$267,980		0.0%	3,253	0.1%	Medical
MMC Marsh & McLennan Companies	$267,717		0.0%	1,413	0.1%	Finance
PKG Packaging Co. of America	$267,660		0.0%	1,643	0.1%	Industrial Products
LRCX Lam Research	$266,305		0.0%	340	0.1%	Computer and Technology
SLB Schlumberger	$265,038		0.0%	5,093	0.1%	Oils/Energy
BX Blackstone	$263,541		0.0%	2,013	0.1%	Finance
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$262,731		0.0%	6,229	0.1%	ETF
SCHF Schwab International Equity ETF	$261,975		0.0%	7,090	0.1%	ETF
SDY SPDR S&P Dividend ETF	$258,560		0.0%	2,069	0.1%	ETF
SPLV Invesco S&P 500 Low Volatility ETF	$257,176		0.0%	4,105	0.1%	ETF
HCA HCA Healthcare	$257,136		0.0%	950	0.1%	Medical
GLW Corning	$254,435		0.0%	8,356	0.1%	Computer and Technology
GE General Electric	$253,469		0.0%	1,986	0.1%	Transportation
QUAL iShares MSCI USA Quality Factor ETF	$252,931		0.0%	1,719	0.1%	ETF
SPGP Invesco S&P 500 GARP ETF	$245,100		0.0%	2,500	0.1%	ETF
C Citigroup	$243,205		0.0%	4,729	0.1%	Finance
LINDE PLC COM EURO .001	$242,718		0.0%	591	0.1%	FOREIGN EQUITIES
USMV iShares MSCI USA Min Vol Factor ETF	$242,437		0.0%	3,107	0.1%	ETF
MNST Monster Beverage	$236,026		0.0%	4,097	0.1%	Consumer Staples
WM Waste Management	$235,692		0.0%	1,316	0.1%	Business Services
MDY SPDR S&P MidCap 400 ETF Trust	$235,423		0.0%	464	0.1%	ETF
CP Canadian Pacific Kansas City	$234,096		0.0%	2,961	0.1%	Transportation
PYPL PayPal	$231,537		0.0%	3,771	0.1%	Computer and Technology
IWS iShares Russell Mid-Cap Value ETF	$227,926		0.0%	1,960	0.1%	ETF
BSV Vanguard Short-Term Bond ETF	$227,438		0.0%	2,953	0.1%	ETF
AEP American Electric Power	$226,192		0.0%	2,785	0.1%	Utilities
FLR Fluor	$225,874		0.0%	5,768	0.1%	Construction
EXC Exelon	$221,583		0.0%	6,174	0.1%	Utilities
IBB iShares Biotechnology ETF	$220,076		0.0%	1,620	0.1%	Finance
ROP Roper Technologies	$219,696		0.0%	403	0.1%	Computer and Technology
FERG Ferguson	$215,270		0.0%	1,115	0.1%	Industrial Products
TROW T. Rowe Price Group	$214,947		0.0%	1,996	0.1%	Finance
GOVT iShares U.S. Treasury Bond ETF	$214,592		0.0%	9,318	0.1%	ETF
ELV Elevance Health	$214,082		0.0%	454	0.1%	Medical
VRTX Vertex Pharmaceuticals	$214,020		0.0%	526	0.1%	Medical
UL Unilever	$211,763		0.0%	4,369	0.1%	Consumer Staples
BIV Vanguard Intermediate-Term Bond ETF	$211,108		0.0%	2,764	0.1%	ETF
CRWD CrowdStrike	$209,359		0.0%	820	0.1%	Computer and Technology
EES WisdomTree U.S. SmallCap Fund	$209,202		0.0%	4,200	0.1%	Finance
CTVA Corteva	$208,647		0.0%	4,355	0.1%	Consumer Staples
CMS CMS Energy	$207,329		0.0%	3,571	0.1%	Utilities
SOXX iShares Semiconductor ETF	$206,240		0.0%	358	0.1%	ETF
ADSK Autodesk	$204,032		0.0%	838	0.1%	Computer and Technology
IHE iShares U.S. Pharmaceuticals ETF	$203,940		0.0%	1,100	0.1%	ETF
RUSHA Rush Enterprises	$203,674		0.0%	4,050	0.1%	Retail/Wholesale
EQIX Equinix	$201,344		0.0%	250	0.1%	Finance
BN Brookfield	$201,110		0.0%	5,014	0.1%	Finance
VXUS Vanguard Total International Stock ETF	$200,330		0.0%	3,457	0.1%	ETF
KEY KeyCorp	$156,599		0.0%	10,875	0.0%	Finance
TEVA Teva Pharmaceutical Industries	$154,198		0.0%	14,770	0.0%	Medical
PGX Invesco Preferred ETF	$141,363		0.0%	12,325	0.0%	ETF
HLN Haleon	$92,659		0.0%	11,259	0.0%	Medical
DNP DNP Select Income Fund	$86,496		0.0%	10,200	0.0%	Finance
WIT Wipro	$66,745		0.0%	11,983	0.0%	Computer and Technology

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Essex Savings Bank Top Holdings and 13F Report (2024)

About Essex Savings Bank

Investment Activity

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Latest 13F Holdings and Changes Since Previous Quarterly Filing

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Essex Savings Bank Top Holdings and 13F Report (2024)

About Essex Savings Bank

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEssex Savings Bank

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information