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CIK: 0001662212
Total reported value
$1.0B
$1.0B
555 檔
19.7%
In Q2 2024, Grove Bank & Trust's U.S. equity holdings reached a combined market value of $1.0B, distributed across 555 disclosed stock positions.
During Q2 2024, Grove Bank & Trust'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 VOO, IJH, AAPL) accounted for 19.7% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 555 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.53% | +1.04% | +10.87% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.80% | +0.04% | +4.14% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.51% | +0.12% | -0.29% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.02% | +0.27% | -6.17% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.04% | -0.02% | +8.34% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | -0.08% | +1.68% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.49% | +0.07% | -3.05% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.25% | +0.19% | +5.66% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.21% | +0.06% | +865.35% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.13% | -0.17% | +9.55% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.80% | +0.29% | +65.83% | |
| 12 | SUB | Ishares Short-term National | ETF-Other | 1.74% | -0.15% | +3.90% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.58% | +0.02% | +10.51% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.57% | +0.09% | -1.09% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.53% | -0.13% | +13.14% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.35% | +0.19% | +4.32% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.34% | +0.05% | +7.05% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.27% | +0.04% | -0.74% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.13% | +0.01% | — | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.13% | -0.37% | +1.42% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.06% | +0.18% | +12.61% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.96% | -0.04% | -0.19% | |
| 23 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.94% | -0.09% | -2.56% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | -0.01% | +2.85% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.11% | +1.72% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.18% | +2.09% | |
| 27 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.84% | -0.13% | +28.54% | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.82% | -0.07% | -2.92% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.74% | +0.04% | -12.94% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | -0.01% | +3.64% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.64% | -0.03% | -2.92% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | -0.10% | +1.26% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.62% | -0.08% | -7.30% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.06% | +4.96% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.60% | +0.17% | +145.39% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.57% | +0.05% | +2.26% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.55% | -0.03% | +2.92% | |
| 38 | NOW | Servicenow Inc | Stock-Tech | 0.53% | -0.08% | +4.07% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | — | +1.45% | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.52% | -0.01% | +4.42% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.52% | -0.04% | -13.31% | |
| 42 | ADBE | Adobe Inc | Stock-Tech | 0.50% | -0.01% | +1.26% | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.48% | -0.07% | +3.21% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.45% | +0.02% | -0.89% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.15% | +3.02% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.02% | +0.01% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.44% | +0.10% | +31.64% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.42% | -0.12% | -34.25% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.39% | -0.09% | — | |
| 50 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.39% | -0.03% | +4.23% |
According to official SEC Form 13F filings, Grove Bank & Trust reported a total U.S. public equity portfolio value of $1.0B across 555 disclosed positions in Q2 2024.
During Q2 2024, Grove Bank & Trust's top holdings by market value included VOO (11.5%)、IJH (6.8%)、AAPL (5.5%). The largest single position, VOO, represented 11.5% of total portfolio value.
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In Q2 2024, Grove Bank & Trust 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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