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CIK: 0001983616
Total reported value
$212.5M
$212.5M
146 檔
18.1%
The Q4 2024 SEC filing reveals that First County Bank /CT/ held a total portfolio value of $212.5M, covering 146 public equity positions.
During Q4 2024, First County Bank /CT/'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VUG, AAPL, VTV) accounted for 18.1% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 4.99% | — | +12.12% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.72% | +0.01% | -24.43% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 4.46% | +0.43% | -1.29% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.02% | -0.05% | -20.15% | |
| 5 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 3.36% | +0.01% | +7.71% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.87% | +0.04% | -11.97% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.77% | +0.18% | +30.53% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.13% | +0.03% | +0.54% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.12% | -0.91% | -17.10% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | -0.01% | -42.99% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.84% | -0.13% | -18.69% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | +0.11% | -18.35% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.72% | -0.27% | -27.01% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.71% | +0.04% | +85.10% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.66% | +0.02% | -5.60% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.54% | +0.19% | -11.49% | |
| 17 | PM | Philip Morris International | Stock-Consumer Staples | 1.45% | -0.07% | -11.54% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | +0.15% | -18.72% | |
| 19 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.23% | -0.25% | +2.95% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.12% | +0.12% | +24.94% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.12% | -0.03% | -12.67% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.11% | -0.24% | -5.55% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 1.02% | — | -7.57% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.96% | -0.08% | -12.86% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.94% | -0.02% | -1.75% | |
| 26 | DUK | Duke Energy CORP | Stock-Utilities | 0.92% | -0.15% | -11.13% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 0.91% | -0.28% | -19.23% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 0.87% | -0.09% | -8.16% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.12% | -30.63% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.84% | -0.11% | +26.52% | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 0.84% | -0.02% | — | |
| 32 | ETN | Eaton Corporation plc | Stock-Industrials | 0.83% | +0.05% | -10.03% | |
| 33 | WMB | Williams Cos Inc | Stock-Energy | 0.81% | -0.07% | -18.85% | |
| 34 | ENB | Enbridge Inc | Stock-Energy | 0.76% | -0.08% | -0.73% | |
| 35 | T | At&t Inc | Stock-Comm Services | 0.75% | -0.10% | -8.77% | |
| 36 | SO | Southern Co/the | Stock-Utilities | 0.75% | -0.08% | -13.32% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.08% | -22.18% | |
| 38 | PNC | Pnc Financial Services Group | Stock-Financials | 0.74% | -0.03% | -4.52% | |
| 39 | AEP | American Electric Power | Stock-Utilities | 0.72% | -0.07% | -9.33% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.71% | -0.19% | -5.96% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.69% | +0.02% | -4.25% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.68% | — | -9.59% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | +0.08% | -3.53% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | +0.03% | -12.13% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.66% | -0.02% | -18.21% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.63% | +0.06% | -6.01% | |
| 47 | TRP | Tc Energy CORP | Stock-Energy | 0.63% | -0.06% | -2.13% | |
| 48 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.61% | -0.05% | +18.02% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.61% | +0.31% | -28.23% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.61% | -0.04% | -17.68% |
According to official SEC Form 13F filings, First County Bank /CT/ reported a total U.S. public equity portfolio value of $212.5M across 146 disclosed positions in Q4 2024.
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During Q4 2024, First County Bank /CT/'s top holdings by market value included VUG (5.0%)、AAPL (4.7%)、VTV (4.5%). The largest single position, VUG, represented 5.0% of total portfolio value.
In Q4 2024, First County Bank /CT/ made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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