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CIK: 0001985855
Total reported value
$248.9M
$248.9M
290 檔
30.8%
At the close of Q4 2024, Union Savings Bank disclosed equity holdings valued at approximately $248.9M, spread across 290 reported holdings.
In Q4 2024, Union Savings Bank adopted a defensive or profit-taking posture, trimming 36 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPHQ, BRK-A, SPY) accounted for 30.8% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 290 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 12.79% | +1.71% | +12.08% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 10.71% | -0.44% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.59% | -0.17% | +5.52% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.17% | +0.53% | -1.82% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.41% | -0.24% | -3.57% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.75% | -0.16% | -5.52% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.74% | -0.04% | -2.83% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.31% | +0.39% | -0.36% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.91% | +0.05% | -0.21% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.60% | +0.14% | -3.12% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.50% | -0.01% | -1.97% | |
| 12 | GVI | Ishares Intermediate Governm | ETF-Other | 1.45% | -0.01% | +231.69% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.45% | +0.23% | -1.61% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.11% | -0.16% | -2.60% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | +0.01% | +0.23% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.03% | -0.11% | -0.46% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | +0.08% | -1.26% | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.98% | -0.03% | -1.88% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 0.88% | -0.05% | -3.42% | |
| 20 | ADP | Automatic Data Processing | Stock-Tech | 0.87% | -0.02% | — | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.86% | -0.03% | -0.55% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.61% | -2.08% | |
| 23 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.81% | -0.12% | — | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.79% | +0.16% | -1.83% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.05% | -1.50% | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.73% | -0.10% | -4.73% | |
| 27 | ACN | Accenture plc | Stock-Tech | 0.70% | -0.13% | -3.23% | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.69% | — | -1.73% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | +0.08% | -8.08% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | -0.02% | -6.39% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.19% | -1.43% | |
| 32 | BX | Blackstone Inc | Stock-Financials | 0.64% | -0.03% | -5.88% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.09% | +0.05% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | -0.12% | -8.33% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.61% | +0.06% | -4.63% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.58% | -0.04% | -6.65% | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.56% | -0.04% | +0.99% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.54% | -0.08% | — | |
| 39 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.54% | +0.02% | -3.83% | |
| 40 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.53% | -0.01% | — | |
| 41 | DHR | Danaher CORP | Stock-Healthcare | 0.51% | -0.04% | -4.35% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.50% | -0.10% | — | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.49% | -0.02% | +1.98% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.17% | -6.47% | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.48% | — | -3.98% | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.47% | -0.12% | -11.94% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | +0.02% | -1.40% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | -0.08% | -1.47% | |
| 49 | ENB | Enbridge Inc | Stock-Energy | 0.44% | -0.04% | +0.07% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.44% | -0.35% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | +1.4% | +12.08% | Add |
| 2 | GVI | Ishares Intermediate Governm | +1% | +231.69% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +5.52% | Add |
| 4 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | +94.69% | Add |
| 6 | BIDD | Ishares International Divide | +0.2% | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | +0.2% | +0.23% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.61% | Trim |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | -1.97% | Trim |
| 10 | AVGO | Broadcom Inc | +0.1% | -8.08% | Trim |
| 11 | AAPL | Apple Inc | +0.1% | -2.83% | Trim |
| 12 | NVDA | Nvidia CORP | +0.1% | -1.26% | Trim |
| 13 | MUB | Ishares National Muni Bond E | +0.1% | +41.24% | Add |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | NEW | New buy |
| 15 | ESGV | Vanguard Esg US Stock ETF | -0.1% | -37.65% | Trim |
| 16 | WEC | Wec Energy Group Inc | -0.1% | EXIT | Sold out |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -55.09% | Trim |
| 18 | MCHP | Microchip Technology Inc | -0.1% | -29.90% | Trim |
| 19 | VSGX | Vanguard Esg Intl Stock ETF | -0.1% | EXIT | Sold out |
| 20 | ABBV | Abbvie Inc | -0.1% | -1.47% | Trim |
| 21 | ORCL | Oracle CORP | -0.1% | -6.65% | Trim |
| 22 | HD | Home Depot Inc | -0.1% | -6.39% | Trim |
| 23 | LIN | Linde plc | -0.1% | -8.17% | Trim |
| 24 | LOW | Lowe's Cos Inc | -0.1% | -9.65% | Trim |
| 25 | UNP | Union Pacific CORP | -0.1% | -10.56% | Trim |
| 26 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -1.82% | Trim |
| 27 | JNJ | Johnson & Johnson | -0.1% | -8.51% | Trim |
| 28 | MDLZ | Mondelez International Inc-a | -0.1% | -5.07% | Trim |
| 29 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -21.06% | Trim |
| 30 | IJR | Ishares Core S&p Small-cap E | -0.1% | -3.12% | Trim |
| 31 | XOM | Exxon Mobil CORP | -0.1% | -2.08% | Trim |
| 32 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | -1.88% | Trim |
| 33 | CVS | Cvs Health CORP | -0.1% | -44.08% | Trim |
| 34 | ES | Eversource Energy | -0.1% | -5.45% | Trim |
| 35 | TMO | Thermo Fisher Scientific Inc | -0.1% | -6.78% | Trim |
| 36 | LLY | Eli Lilly & Co | -0.1% | -1.50% | Trim |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 38 | PEP | Pepsico Inc | -0.1% | -8.33% | Trim |
| 39 | DOW | Dow Inc | -0.1% | -42.56% | Trim |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -5.73% | Trim |
| 41 | AWK | American Water Works Co Inc | -0.1% | -24.84% | Trim |
| 42 | AMT | American Tower CORP | -0.1% | -12.02% | Trim |
| 43 | ZTS | Zoetis Inc | -0.1% | -17.94% | Trim |
| 44 | BND | Vanguard Total Bond Market | -0.1% | -66.38% | Trim |
| 45 | DHR | Danaher CORP | -0.1% | -4.35% | Trim |
| 46 | VYM | Vanguard High Dvd Yield ETF | -0.2% | -5.52% | Trim |
| 47 | LMT | Lockheed Martin CORP | -0.2% | -11.94% | Trim |
| 48 | IDXX | Idexx Laboratories Inc | -0.2% | — | Unchanged |
| 49 | MSFT | Microsoft CORP | -0.2% | -3.57% | Trim |
| 50 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Union Savings Bank reported a total U.S. public equity portfolio value of $248.9M across 290 disclosed positions in Q4 2024.
During Q4 2024, Union Savings Bank's top holdings by market value included SPHQ (12.8%)、BRK-A (10.7%)、SPY (5.6%). The largest single position, SPHQ, represented 12.8% of total portfolio value.
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Top New Position Initiated
BLK
市值: $492.0K
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $455.8K
In Q4 2024, Union Savings Bank made 48 total portfolio adjustments, initiating 3 new buys, adding to 6 positions, trimming 36 holdings, and fully liquidating 3 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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