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CIK: 0001623678
Total reported value
$500.8M
$500.8M
160 檔
16.4%
The Q1 2025 SEC filing reveals that Plimoth Trust Co LLC held a total portfolio value of $500.8M, covering 160 public equity positions.
In Q1 2025, Plimoth Trust Co LLC 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 AAPL, MSFT, NVDA) accounted for 16.4% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.21% | +0.12% | -3.14% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.34% | -0.39% | +5.79% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.77% | +0.12% | +12.60% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.12% | +0.09% | -0.17% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.93% | -0.08% | -3.03% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.60% | +0.33% | -3.63% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 1.87% | -0.56% | +23.32% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.86% | +0.02% | -3.95% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.81% | -0.19% | -8.28% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.77% | -0.38% | -13.52% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.68% | +0.37% | +48.23% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.53% | -0.14% | +0.20% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.48% | -0.11% | -1.57% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 1.48% | -0.05% | +1.29% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.42% | -0.27% | +0.46% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.42% | -0.39% | -12.16% | |
| 17 | IQLT | Ishares Msci International Q | ETF-Other | 1.38% | -0.06% | +22.48% | |
| 18 | AMAT | Applied Materials Inc | Stock-Tech | 1.34% | +1.66% | -0.35% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 1.28% | -0.24% | -19.58% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.28% | -0.13% | +13.57% | |
| 21 | PGX | Invesco Preferred ETF | ETF-Other | 1.25% | -0.08% | -3.53% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 1.25% | -0.17% | +1.27% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.23% | -0.02% | -25.26% | |
| 24 | CB | Chubb Limited | Stock-Financials | 1.22% | -0.08% | -2.68% | |
| 25 | T | At&t Inc | Stock-Comm Services | 1.20% | -0.39% | +6.67% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.11% | +0.05% | -17.28% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 1.11% | — | -0.11% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 1.10% | +0.26% | +16.83% | |
| 29 | DUK | Duke Energy CORP | Stock-Utilities | 1.05% | -0.15% | +3.01% | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 1.04% | -0.17% | -2.43% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.00% | -0.13% | +2.86% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.99% | +0.55% | -7.47% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.97% | +0.05% | +2.06% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.96% | -0.04% | -6.86% | |
| 35 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.93% | -0.16% | +21.83% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.91% | -0.12% | -13.00% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.87% | -0.08% | -2.98% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.07% | +254.65% | |
| 39 | LIN | Linde plc | Stock-Materials | 0.82% | -0.04% | -12.57% | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.82% | -0.04% | +3.06% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.82% | +0.07% | +0.65% | |
| 42 | SYK | Stryker CORP | Stock-Healthcare | 0.81% | -0.10% | -20.49% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.05% | +17.88% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.80% | +0.01% | -24.95% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.77% | — | +3.76% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.76% | -0.19% | -19.03% | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.76% | -0.02% | -11.56% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | +0.20% | — | |
| 49 | GE | General Electric | Stock-Industrials | 0.72% | +0.10% | +5.88% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.72% | -0.15% | +6.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | NVDA | Nvidia CORP | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 9 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 10 | WMT | Walmart Inc | — | NEW | New buy |
| 11 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 12 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 13 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 14 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 15 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 16 | CVX | Chevron CORP | — | NEW | New buy |
| 17 | IQLT | Ishares Msci International Q | — | NEW | New buy |
| 18 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 19 | CRM | Salesforce Inc | — | NEW | New buy |
| 20 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 21 | PGX | Invesco Preferred ETF | — | NEW | New buy |
| 22 | RTX | Rtx CORP | — | NEW | New buy |
| 23 | VNQ | Vanguard Real Estate ETF | — | NEW | New buy |
| 24 | CB | Chubb Limited | — | NEW | New buy |
| 25 | T | At&t Inc | — | NEW | New buy |
| 26 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 27 | ABBV | Abbvie Inc | — | NEW | New buy |
| 28 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 29 | DUK | Duke Energy CORP | — | NEW | New buy |
| 30 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 31 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 32 | CAT | Caterpillar Inc | — | NEW | New buy |
| 33 | BAC | Bank Of America CORP | — | NEW | New buy |
| 34 | KO | Coca-cola Co/the | — | NEW | New buy |
| 35 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 36 | ABT | Abbott Laboratories | — | NEW | New buy |
| 37 | AMGN | Amgen Inc | — | NEW | New buy |
| 38 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 39 | LIN | Linde plc | — | NEW | New buy |
| 40 | ADBE | Adobe Inc | — | NEW | New buy |
| 41 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 42 | SYK | Stryker CORP | — | NEW | New buy |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 44 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 45 | UNP | Union Pacific CORP | — | NEW | New buy |
| 46 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 47 | DE | Deere & Co | — | NEW | New buy |
| 48 | AVGO | Broadcom Inc | — | NEW | New buy |
| 49 | GE | General Electric | — | NEW | New buy |
| 50 | PEP | Pepsico Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Plimoth Trust Co LLC reported a total U.S. public equity portfolio value of $500.8M across 160 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
AAPL
市值: $23.8M
During Q1 2025, Plimoth Trust Co LLC's top holdings by market value included AAPL (6.2%)、MSFT (5.3%)、NVDA (3.8%). The largest single position, AAPL, represented 6.2% of total portfolio value.
In Q1 2025, Plimoth Trust Co LLC 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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