Essex Savings Bank Top Holdings and 13F Report (2025) About Essex Savings BankInvestment ActivityEssex Savings Bank has $404.02 million in total holdings as of December 31, 2024.Essex Savings Bank owns shares of 297 different stocks, but just 94 companies or ETFs make up 80% of its holdings.Approximately 4.31% of the portfolio was purchased this quarter.About 2.39% of the portfolio was sold this quarter.This quarter, Essex Savings Bank has purchased 282 new stocks and bought additional shares in 127 stocks.Essex Savings Bank sold shares of 99 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $28,209,274Chevron $19,451,419Exxon Mobil $19,252,432Automatic Data Processing $12,836,643Microsoft $12,048,139 Largest New Holdings this Quarter BLACKROCK INC COM $1,964,083 HoldingARISTA NETWORKS INC COM $600,838 HoldingFlexShares Morningstar US Market Factor Tilt Index Fund $441,617 HoldingSPDR Portfolio S&P 500 ETF $332,083 HoldingONEOK $312,845 Holding Largest Purchases this Quarter BLACKROCK INC COM 1,916 shares (about $1.96M)Palo Alto Networks 4,362 shares (about $793.71K)Berkshire Hathaway 1 shares (about $680.92K)Vanguard Total Stock Market ETF 2,278 shares (about $660.16K)ARISTA NETWORKS INC COM 5,436 shares (about $600.84K) Largest Sales this Quarter Johnson & Johnson 2,050 shares (about $296.47K)Walt Disney 2,317 shares (about $257.99K)Boeing 1,297 shares (about $229.57K)Pfizer 8,333 shares (about $220.99K)PepsiCo 1,440 shares (about $218.97K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEssex Savings Bank Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$28,209,274$207,848 ▲0.7%112,6487.0%Computer and TechnologyCVXChevron$19,451,419$33,748 ▼-0.2%134,2964.8%EnergyXOMExxon Mobil$19,252,432$50,343 ▼-0.3%178,9764.8%EnergyADPAutomatic Data Processing$12,836,643$160,996 ▲1.3%43,8533.2%Business ServicesMSFTMicrosoft$12,048,139$28,240 ▲0.2%28,5843.0%Computer and TechnologyBRK.ABerkshire Hathaway$10,894,720$680,920 ▲6.7%162.7%FinanceJNJJohnson & Johnson$10,034,286$296,470 ▼-2.9%69,3842.5%MedicalLLYEli Lilly and Company$8,533,688$211,528 ▼-2.4%11,0542.1%MedicalAMZNAmazon.com$7,312,026$145,455 ▲2.0%33,3291.8%Retail/WholesaleJPMJPMorgan Chase & Co.$6,849,928$73,830 ▼-1.1%28,5761.7%FinanceHDHome Depot$6,501,392$10,502 ▲0.2%16,7141.6%Retail/WholesaleNVDANVIDIA$6,263,270$133,350 ▼-2.1%46,6401.6%Computer and TechnologyGOOGAlphabet$6,259,556$23,043 ▼-0.4%32,8691.5%Computer and TechnologyAVGOBroadcom$5,920,490$41,267 ▼-0.7%25,5371.5%Computer and TechnologyIVViShares Core S&P 500 ETF$5,848,433$135,983 ▼-2.3%9,9351.4%ETFPGProcter & Gamble$5,510,635$187,264 ▼-3.3%32,8701.4%Consumer StaplesVOOVanguard S&P 500 ETF$5,100,278$206,360 ▲4.2%9,4661.3%ETFVVisa$4,931,000$54,989 ▲1.1%15,6031.2%Business ServicesGOOGLAlphabet$4,914,029$10,222 ▼-0.2%25,9591.2%Computer and TechnologyBRK.BBerkshire Hathaway$4,860,396$154,111 ▲3.3%10,7231.2%FinanceTGTTarget$4,405,237$3,109 ▲0.1%32,5881.1%Retail/WholesaleVRSKVerisk Analytics$4,304,813$1,102 ▼0.0%15,6301.1%Business ServicesWMTWalmart$4,135,578$28,008 ▲0.7%45,7731.0%Retail/WholesaleQQQInvesco QQQ$3,584,150$138,029 ▲4.0%7,0110.9%FinanceSPYSPDR S&P 500 ETF Trust$3,374,051$275,457 ▲8.9%5,7570.8%FinanceMRKMerck & Co., Inc.$3,319,341$26,760 ▼-0.8%33,3670.8%MedicalPEPPepsiCo$3,064,906$218,965 ▼-6.7%20,1560.8%Consumer StaplesRTXRTX$3,026,529$94,427 ▲3.2%26,1540.7%AerospaceMETAMeta Platforms$2,972,036$63,235 ▼-2.1%5,0760.7%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$2,489,696$13,196 ▼-0.5%52,0750.6%ETFABBVAbbVie$2,414,573$178 ▼0.0%13,5880.6%MedicalMAMastercard$2,300,047$77,405 ▲3.5%4,3680.6%Business ServicesDEDeere & Company$2,258,317$59,742 ▼-2.6%5,3300.6%IndustrialsCATCaterpillar$2,223,349$41,717 ▼-1.8%6,1290.6%IndustrialsIWMiShares Russell 2000 ETF$2,179,103$44,192 ▲2.1%9,8620.5%FinanceVOVanguard Mid-Cap ETF$2,167,710$792 ▼0.0%8,2070.5%ETFMCDMcDonald's$2,124,806$14,204 ▲0.7%7,3300.5%Retail/WholesaleSYKStryker$2,102,991$9,361 ▲0.4%5,8410.5%MedicalCSCOCisco Systems$2,102,301$32,441 ▼-1.5%35,5120.5%Computer and TechnologyVYMVanguard High Dividend Yield ETF$2,068,480$55,757 ▲2.8%16,2120.5%ETFTTTrane Technologies$2,058,699$3,693 ▲0.2%5,5740.5%ConstructionITOTiShares Core S&P Total U.S. Stock Market ETF$1,982,032$181,611 ▲10.1%15,4100.5%ETFBLACKROCK INC COM$1,964,083$1,964,083 ▲New Holding1,9160.5%COMMON STOCKMCOMoody's$1,949,7670.0%4,1190.5%FinanceVTIVanguard Total Stock Market ETF$1,928,038$660,164 ▲52.1%6,6530.5%ETFVBVanguard Small-Cap ETF$1,825,884$60,070 ▲3.4%7,5990.5%ETFIVWiShares S&P 500 Growth ETF$1,818,502$10,153 ▼-0.6%17,9110.5%ETFADBEAdobe$1,790,232$46,690 ▲2.7%4,0260.4%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,773,113$181,471 ▲11.4%15,3890.4%ETFIBMInternational Business Machines$1,749,836$15,608 ▼-0.9%7,9600.4%Computer and TechnologyACNAccenture$1,690,997$26,032 ▲1.6%4,8070.4%Computer and TechnologyCOSTCostco Wholesale$1,683,178$21,990 ▼-1.3%1,8370.4%Retail/WholesaleUNPUnion Pacific$1,645,298$13,226 ▲0.8%7,2150.4%TransportationNFLXNetflix$1,643,583$70,414 ▲4.5%1,8440.4%Consumer DiscretionaryVOOGVanguard S&P 500 Growth ETF$1,622,696$18,302 ▼-1.1%4,4330.4%ETFSCHWCharles Schwab$1,618,148$8,881 ▼-0.5%21,8640.4%FinanceLMTLockheed Martin$1,611,849$9,233 ▼-0.6%3,3170.4%AerospacePANWPalo Alto Networks$1,606,334$793,705 ▲97.7%8,8280.4%Computer and TechnologyVGITVanguard Intermediate-Term Treasury Index ETF$1,580,964$92,220 ▲6.2%27,2580.4%ETFCRMSalesforce$1,529,505$8,024 ▲0.5%4,5750.4%Computer and TechnologyNSCNorfolk Southern$1,524,844$20,419 ▲1.4%6,4970.4%TransportationKMBKimberly-Clark$1,506,433$2,490 ▲0.2%11,4960.4%Consumer StaplesIWFiShares Russell 1000 Growth ETF$1,470,543$37,346 ▼-2.5%3,6620.4%ETFGDGeneral Dynamics$1,435,958$19,234 ▼-1.3%5,4500.4%AerospaceJPSTJPMorgan Ultra-Short Income ETF$1,432,539$5,036 ▼-0.4%28,4460.4%ETFHONHoneywell International$1,370,918$1,807 ▲0.1%6,0690.3%Multi-Sector ConglomeratesORCLOracle$1,343,110$13,831 ▲1.0%8,0600.3%Computer and TechnologyTSLATesla$1,332,633$69,458 ▲5.5%3,3000.3%Auto/Tires/TrucksVIGVanguard Dividend Appreciation ETF$1,331,051$58,749 ▼-4.2%6,7970.3%ETFCLColgate-Palmolive$1,312,593$197,980 ▼-13.1%14,4400.3%Consumer StaplesETNEaton$1,303,536$179,535 ▲16.0%3,9280.3%IndustrialsUNHUnitedHealth Group$1,295,974$8,094 ▼-0.6%2,5620.3%MedicalKOCoca-Cola$1,277,561$120,783 ▲10.4%20,5200.3%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$1,257,909$183,814 ▲17.1%20,1880.3%ETFWFCWells Fargo & Company$1,252,373$59,282 ▼-4.5%17,8300.3%FinanceLHXL3Harris Technologies$1,241,489$5,678 ▼-0.5%5,9040.3%AerospaceCMICummins$1,153,134$7,320 ▲0.6%3,3080.3%Auto/Tires/TrucksGSThe Goldman Sachs Group$1,143,487$3,436 ▲0.3%1,9970.3%FinanceEMREmerson Electric$1,130,114$167,429 ▼-12.9%9,1190.3%IndustrialsAMGNAmgen$1,106,622$7,037 ▲0.6%4,2460.3%MedicalDHRDanaher$1,097,700$17,446 ▼-1.6%4,7820.3%MedicalDISWalt Disney$1,084,536$257,995 ▼-19.2%9,7400.3%Consumer DiscretionaryPFEPfizer$1,081,133$220,990 ▼-17.0%40,7670.3%MedicalDGROiShares Core Dividend Growth ETF$1,057,253$24,229 ▼-2.2%17,2360.3%ETFGWWW.W. Grainger$1,046,6600.0%9930.3%IndustrialsITWIllinois Tool Works$1,025,390$13,692 ▼-1.3%4,0440.3%IndustrialsBMYBristol-Myers Squibb$985,942$41,458 ▲4.4%17,4320.2%MedicalNEENextEra Energy$969,594$3,083 ▼-0.3%13,5250.2%UtilitiesAFLAflac$955,679$4,344 ▲0.5%9,2390.2%FinanceCOPConocoPhillips$933,278$80,525 ▲9.4%9,4110.2%EnergyCIThe Cigna Group$924,198$24,299 ▼-2.6%3,3470.2%MedicalTMOThermo Fisher Scientific$909,333$23,410 ▲2.6%1,7480.2%MedicalVGSHVanguard Short-Term Treasury Index ETF$875,489$26,937 ▼-3.0%15,0480.2%ETFAXPAmerican Express$874,901$14,245 ▲1.7%2,9480.2%FinanceVTVVanguard Value ETF$868,337$6,772 ▲0.8%5,1290.2%ETFSOSouthern$855,524$16,791 ▼-1.9%10,3940.2%UtilitiesCHENIERE ENERGY INC COM NEW$853,031$50,709 ▼-5.6%3,9700.2%COMMON STOCKIEMGiShares Core MSCI Emerging Markets ETF$844,076$18,642 ▼-2.2%16,1640.2%ETFIEFAiShares Core MSCI EAFE ETF$843,633$149,976 ▲21.6%12,0040.2%ETFDUKDuke Energy$838,424$47,190 ▲6.0%7,7820.2%UtilitiesShowing largest 100 holdings. View all holdings. 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