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CIK: 0001662212
Total reported value
$1.0B
$1.0B
846 檔
21.9%
At the close of Q1 2025, Grove Bank & Trust disclosed equity holdings valued at approximately $1.0B, spread across 846 reported holdings.
In Q1 2025, Grove Bank & Trust displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IJH, AAPL) accounted for 21.9% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 846 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.21% | +1.04% | -2.03% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.92% | +0.04% | +0.73% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.12% | +0.12% | -1.92% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.34% | +0.27% | +12.12% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.91% | -0.02% | +4.19% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.36% | +0.29% | +19.93% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.01% | +0.19% | +4.94% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.94% | +0.07% | +5.66% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.92% | -0.08% | +7.99% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.88% | -0.17% | +1.56% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.70% | +0.09% | +17.08% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.55% | +0.02% | -1.56% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.55% | -0.13% | +6.87% | |
| 14 | SUB | Ishares Short-term National | ETF-Other | 1.55% | -0.15% | +2.40% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | +0.06% | +2.33% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.29% | +0.05% | +0.95% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.23% | +0.18% | +10.38% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.10% | +0.11% | +23.60% | |
| 19 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.08% | -0.13% | +4.12% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.08% | +0.01% | +11.47% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.07% | -0.03% | +81.54% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.02% | -0.37% | +3.28% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | -0.01% | +9.89% | |
| 24 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.01% | -0.09% | +7.54% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.95% | -0.04% | +4.96% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.95% | +0.17% | +31.12% | |
| 27 | BND | Vanguard Total Bond Market | ETF-Other | 0.92% | -0.07% | +4.30% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.91% | +0.04% | -1.13% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | -0.01% | +2.31% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.09% | +142.81% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.85% | +0.04% | +35.08% | |
| 32 | IRT | Independence Realty Trust In | Stock-Real Estate | 0.81% | -0.01% | -26.26% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | +0.19% | -9.15% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.77% | -0.06% | +11.44% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.73% | -0.10% | +3.52% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.73% | -0.08% | +1.40% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.18% | +7.54% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.64% | -0.08% | +21.54% | |
| 39 | NEWZ | Stcksps Ai-pw S US All C ETF | ETF-Other | 0.58% | — | +1.74% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-Other | 0.57% | -0.04% | +10.13% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.15% | +13.86% | |
| 42 | SCHH | Schwab US Reit ETF | ETF-Other | 0.50% | -0.01% | +1360.04% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.48% | +0.10% | +10.16% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.09% | +16.00% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | +0.02% | +4.34% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.47% | +0.05% | +27.50% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.02% | +11.86% | |
| 48 | ZTS | Zoetis Inc | Stock-Healthcare | 0.45% | -0.05% | +26.95% | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.44% | -0.07% | +2.19% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | +0.05% | +2.00% |
According to official SEC Form 13F filings, Grove Bank & Trust reported a total U.S. public equity portfolio value of $1.0B across 846 disclosed positions in Q1 2025.
During Q1 2025, Grove Bank & Trust's top holdings by market value included VOO (11.2%)、IJH (5.9%)、AAPL (5.1%). The largest single position, VOO, represented 11.2% of total portfolio value.
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Top New Position Initiated
VOO
市值: $83.9M
In Q1 2025, Grove Bank & Trust made 50 total portfolio adjustments, initiating 50 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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