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CIK: 0001662212
Total reported value
$1.0B
$1.0B
787 檔
23.3%
During the Q4 2024 filing period, Grove Bank & Trust (CIK: 0001662212) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 787 reported positions.
In Q4 2024, Grove Bank & Trust displayed an active expansion posture, initiating 3 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 787 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.46% | +1.04% | +9.40% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.52% | +0.04% | +14.70% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.12% | +0.12% | +1.54% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.43% | +0.27% | -0.43% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.04% | -0.02% | +5.67% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.19% | +0.07% | -8.92% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | -0.08% | +5.40% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.98% | +0.29% | +23.82% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.94% | -0.17% | +3.35% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.85% | +0.19% | -1.86% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.71% | +0.06% | +2.13% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.60% | +0.02% | +4.94% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.58% | +0.09% | +5.63% | |
| 14 | SUB | Ishares Short-term National | ETF-Other | 1.57% | -0.15% | +1.31% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.49% | -0.13% | +9.11% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.48% | +0.05% | +3.48% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.18% | +0.18% | +27.76% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.12% | +0.19% | +2.94% | |
| 19 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.08% | -0.13% | +32.44% | |
| 20 | IRT | Independence Realty Trust In | Stock-Real Estate | 1.06% | -0.01% | — | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.06% | +0.01% | -0.24% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.02% | +0.04% | -0.16% | |
| 23 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.96% | -0.09% | +2.68% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | -0.01% | +2.01% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.93% | -0.37% | +4.53% | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.89% | -0.07% | +29.78% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.87% | -0.04% | +6.31% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.11% | +33.49% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.18% | +3.21% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | -0.01% | +4.10% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.73% | +0.17% | +32.86% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.73% | -0.08% | +28.41% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.71% | +0.04% | -2.53% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.69% | -0.06% | +4.66% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.65% | -0.08% | +34.91% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.62% | -0.10% | +2.01% | |
| 37 | NEWZ | Stcksps Ai-pw S US All C ETF | ETF-Other | 0.62% | — | +6.94% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.60% | -0.03% | +7.08% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.54% | -0.04% | +16.58% | |
| 40 | NOW | Servicenow Inc | Stock-Tech | 0.53% | -0.08% | -15.59% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | -0.12% | +5.32% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.50% | -0.07% | +2.78% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.49% | +0.02% | +0.39% | |
| 44 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.47% | -0.06% | +3.57% | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 0.46% | -0.01% | +3.52% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | — | +3.89% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.02% | +2.04% | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.44% | -0.01% | +1.08% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.09% | +8.75% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.43% | +0.10% | +8.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IRT | Independence Realty Trust In | +1.1% | NEW | New buy |
| 2 | VOO | Vanguard S&p 500 ETF | +0.6% | +9.40% | Add |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.5% | +14.70% | Add |
| 4 | VO | Vanguard Mid-cap ETF | +0.2% | +27.76% | Add |
| 5 | USHY | Ishares Broad Usd High Yield | +0.2% | +32.44% | Add |
| 6 | AAPL | Apple Inc | +0.2% | +1.54% | Add |
| 7 | CSGP | Costar Group Inc | +0.1% | NEW | New buy |
| 8 | ORCL | Oracle CORP | +0.1% | +34.91% | Add |
| 9 | BND | Vanguard Total Bond Market | +0.1% | +29.78% | Add |
| 10 | IEMG | Ishares Core Msci Emerging | +0.1% | +23.82% | Add |
| 11 | SHOP | Shopify Inc - Class A | +0.1% | +3.57% | Add |
| 12 | TEL | TE Connectivity plc | +0.1% | NEW | New buy |
| 13 | NVDA | Nvidia CORP | +0.1% | +2.13% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +2.94% | Add |
| 15 | AGG | Ishares Core U.s. Aggregate | +0.1% | +28.41% | Add |
| 16 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +32.86% | Add |
| 17 | NFLX | Netflix Inc | +0.1% | +5.32% | Add |
| 18 | AVGO | Broadcom Inc | +0.1% | +9.73% | Add |
| 19 | V | Visa Inc-class A Shares | +0.1% | +4.10% | Add |
| 20 | ELV | Elevance Health Inc | +0.1% | +354.14% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.21% | Add |
| 22 | ABNB | Airbnb Inc-class A | +0.1% | +28.55% | Add |
| 23 | EL | Estee Lauder Companies-cl A | +0.1% | +19105.00% | Add |
| 24 | PAYC | Paycom Software Inc | +0.1% | +53.21% | Add |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +2.01% | Add |
| 26 | LLY | Eli Lilly & Co | +0.1% | +33.49% | Add |
| 27 | TSLA | Tesla Inc | +0.1% | +17.98% | Add |
| 28 | AEP | American Electric Power | +0.1% | +436.87% | Add |
| 29 | IWF | Ishares Russell 1000 Growth | +0.1% | +3.48% | Add |
| 30 | BBAI | Bigbear.ai Holdings Inc | +0.1% | +9172.73% | Add |
| 31 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +29.75% | Add |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | +5.67% | Add |
| 33 | MA | Mastercard Inc - A | 0% | +4.66% | Add |
| 34 | MUB | Ishares National Muni Bond E | 0% | +16.58% | Add |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +5.63% | Add |
| 36 | AMZN | Amazon.com Inc | 0% | -8.92% | Trim |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +9.11% | Add |
| 38 | MSFT | Microsoft CORP | -0.1% | +5.40% | Add |
| 39 | ICE | Intercontinental Exchange In | -0.1% | -50.07% | Trim |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -1.36% | Trim |
| 41 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 42 | WAT | Waters CORP | -0.1% | -98.09% | Trim |
| 43 | IT | Gartner Inc | -0.1% | -25.36% | Trim |
| 44 | TMO | Thermo Fisher Scientific Inc | -0.1% | +1.08% | Add |
| 45 | OBDC | Blue Owl Capital CORP | -0.1% | EXIT | Sold out |
| 46 | UNH | Unitedhealth Group Inc | -0.2% | -14.57% | Trim |
| 47 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | -1.86% | Trim |
| 48 | IJR | Ishares Core S&p Small-cap E | -0.4% | -0.43% | Trim |
| 49 | GLD | Spdr Gold Shares | -0.6% | -99.66% | Trim |
| 50 | IAU | Ishares Gold Trust | -0.7% | -87.69% | Trim |
According to official SEC Form 13F filings, Grove Bank & Trust reported a total U.S. public equity portfolio value of $1.0B across 787 disclosed positions in Q4 2024.
During Q4 2024, Grove Bank & Trust's top holdings by market value included VOO (12.5%)、IJH (6.5%)、AAPL (6.1%). The largest single position, VOO, represented 12.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IJH, AAPL) accounted for 23.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
IRT
市值: $7.6M
Top Position Liquidated / Trimmed
OBDC
前期市值: $932.5K
In Q4 2024, Grove Bank & Trust made 50 total portfolio adjustments, initiating 3 new buys, adding to 35 positions, trimming 10 holdings, and fully liquidating 2 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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