Essex Savings Bank Top Holdings and 13F Report (2025) About Essex Savings BankInvestment ActivityEssex Savings Bank has $406.91 million in total holdings as of March 31, 2025.Essex Savings Bank owns shares of 296 different stocks, but just 96 companies or ETFs make up 80% of its holdings.Approximately 3.08% of the portfolio was purchased this quarter.About 1.88% of the portfolio was sold this quarter.This quarter, Essex Savings Bank has purchased 297 new stocks and bought additional shares in 104 stocks.Essex Savings Bank sold shares of 128 stocks and completely divested from 14 stocks this quarter.Largest Holdings Apple $25,231,711Chevron $22,308,608Exxon Mobil $21,320,325Automatic Data Processing $13,323,108Berkshire Hathaway $12,775,065 Largest New Holdings this Quarter 74316P587 - PROFESIONALLY MANAGED PORTFOCONGRESS INTERME $1,193,712 Holding46436E718 - iShares 0-3 Month Treasury Bond ETF $295,063 Holding58155Q103 - McKesson $245,634 Holding464288588 - iShares MBS ETF $233,415 Holding92206C771 - Vanguard Mortgage-Backed Securities ETF $230,759 Holding Largest Purchases this Quarter PROFESIONALLY MANAGED PORTFOCONGRESS INTERME 48,153 shares (about $1.19M)Eli Lilly and Company 1,007 shares (about $831.68K)Microsoft 1,316 shares (about $494.00K)JPMorgan Ultra-Short Municipal ETF 6,737 shares (about $342.51K)Eaton 1,250 shares (about $339.77K) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 7,051 shares (about $380.54K)iShares Core S&P 500 ETF 572 shares (about $321.40K)PepsiCo 2,078 shares (about $311.57K)Vanguard FTSE Emerging Markets ETF 6,261 shares (about $283.31K)Alphabet 1,518 shares (about $237.16K) 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$25,231,711$209,246 ▲0.8%113,5906.2%Computer and TechnologyCVXChevron$22,308,608$157,754 ▼-0.7%133,3535.5%EnergyXOMExxon Mobil$21,320,325$34,728 ▲0.2%179,2685.2%EnergyADPAutomatic Data Processing$13,323,108$74,852 ▼-0.6%43,6083.3%Business ServicesBRK.ABerkshire Hathaway$12,775,0650.0%163.1%FinanceJNJJohnson & Johnson$11,510,759$4,146 ▲0.0%69,4092.8%MedicalMSFTMicrosoft$11,223,833$493,999 ▲4.6%29,9002.8%Computer and TechnologyLLYEli Lilly and Company$9,961,169$831,680 ▲9.1%12,0612.4%MedicalJPMJPMorgan Chase & Co.$7,166,910$157,237 ▲2.2%29,2171.8%FinanceAMZNAmazon.com$6,456,836$115,678 ▲1.8%33,9371.6%Retail/WholesaleHDHome Depot$6,174,073$48,742 ▲0.8%16,8471.5%Retail/WholesalePGProcter & Gamble$5,899,751$298,064 ▲5.3%34,6191.4%Consumer StaplesBRK.BBerkshire Hathaway$5,815,757$104,918 ▲1.8%10,9201.4%FinanceVVisa$5,269,001$199,055 ▼-3.6%15,0351.3%Business ServicesIVViShares Core S&P 500 ETF$5,260,971$321,401 ▼-5.8%9,3631.3%ETFNVDANVIDIA$5,059,707$4,877 ▲0.1%46,6851.2%Computer and TechnologyVOOVanguard S&P 500 ETF$5,027,477$162,906 ▲3.3%9,7831.2%ETFGOOGAlphabet$4,897,951$237,156 ▼-4.6%31,3511.2%Computer and TechnologyVRSKVerisk Analytics$4,652,833$1,190 ▲0.0%15,6341.1%Business ServicesAVGOBroadcom$4,298,584$22,938 ▲0.5%25,6741.1%Computer and TechnologyWMTWalmart$4,270,878$252,483 ▲6.3%48,6491.0%Retail/WholesaleGOOGLAlphabet$3,960,315$53,969 ▼-1.3%25,6101.0%Computer and TechnologyRTXRTX$3,501,039$36,691 ▲1.1%26,4310.9%AerospaceTGTTarget$3,313,425$87,454 ▼-2.6%31,7500.8%Retail/WholesaleQQQInvesco QQQ$3,270,630$16,881 ▼-0.5%6,9750.8%FinanceSPYSPDR S&P 500 ETF Trust$3,227,113$6,713 ▲0.2%5,7690.8%FinanceMETAMeta Platforms$2,996,431$70,891 ▲2.4%5,1990.7%Computer and TechnologyMRKMerck & Co., Inc.$2,945,732$49,278 ▼-1.6%32,8180.7%MedicalABBVAbbVie$2,833,528$13,409 ▼-0.5%13,5240.7%MedicalPEPPepsiCo$2,710,597$311,573 ▼-10.3%18,0780.7%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$2,646,9650.0%52,0750.7%ETFDEDeere & Company$2,494,539$7,040 ▼-0.3%5,3150.6%IndustrialsMAMastercard$2,441,273$47,137 ▲2.0%4,4540.6%Business ServicesSYKStryker$2,323,207$148,900 ▲6.8%6,2410.6%MedicalMCDMcDonald's$2,243,042$46,541 ▼-2.0%7,1810.6%Retail/WholesaleCSCOCisco Systems$2,144,556$46,522 ▼-2.1%34,7580.5%Computer and TechnologyVOVanguard Mid-Cap ETF$2,117,233$5,172 ▼-0.2%8,1870.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,053,427$173,254 ▲9.2%16,8300.5%ETFVYMVanguard High Dividend Yield ETF$2,022,213$68,477 ▼-3.3%15,6810.5%ETFIBMInternational Business Machines$1,990,513$11,190 ▲0.6%8,0050.5%Computer and TechnologyCATCaterpillar$1,988,297$32,979 ▼-1.6%6,0290.5%IndustrialsIWMiShares Russell 2000 ETF$1,964,173$3,192 ▼-0.2%9,8460.5%FinanceMCOMoody's$1,916,778$1,397 ▼-0.1%4,1160.5%FinanceTTTrane Technologies$1,886,356$8,423 ▲0.4%5,5990.5%ConstructionVTIVanguard Total Stock Market ETF$1,828,4410.0%6,6530.4%ETFBLACKROCK INC COM$1,776,509$36,912 ▼-2.0%1,8770.4%COMMON STOCKUNPUnion Pacific$1,738,954$34,491 ▲2.0%7,3610.4%TransportationCOSTCostco Wholesale$1,717,526$19,861 ▼-1.1%1,8160.4%Retail/WholesaleSCHWCharles Schwab$1,700,080$11,429 ▼-0.7%21,7180.4%FinanceVBVanguard Small-Cap ETF$1,684,850$222 ▼0.0%7,5980.4%ETFNFLXNetflix$1,682,274$37,301 ▼-2.2%1,8040.4%Consumer DiscretionaryCLColgate-Palmolive$1,634,405$281,380 ▲20.8%17,4430.4%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$1,629,293$20,077 ▲1.2%15,5810.4%ETFKMBKimberly-Clark$1,620,736$14,222 ▼-0.9%11,3960.4%Consumer StaplesKOCoca-Cola$1,618,733$149,306 ▲10.2%22,6050.4%Consumer StaplesJPSTJPMorgan Ultra-Short Income ETF$1,604,765$164,547 ▲11.4%31,6960.4%ETFVGITVanguard Intermediate-Term Treasury Index ETF$1,591,740$27,383 ▼-1.7%26,7970.4%ETFIVWiShares S&P 500 Growth ETF$1,588,412$74,264 ▼-4.5%17,1110.4%ETFADBEAdobe$1,572,425$28,380 ▲1.8%4,1000.4%Computer and TechnologyPANWPalo Alto Networks$1,556,232$49,827 ▲3.3%9,1200.4%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$1,527,183$44,484 ▲3.0%4,5660.4%ETFNSCNorfolk Southern$1,508,495$30,317 ▼-2.0%6,3690.4%TransportationACNAccenture$1,486,815$13,105 ▼-0.9%4,7650.4%Computer and TechnologyGDGeneral Dynamics$1,481,137$4,361 ▼-0.3%5,4340.4%AerospaceLMTLockheed Martin$1,466,506$15,188 ▼-1.0%3,2830.4%AerospaceETNEaton$1,407,473$339,772 ▲31.8%5,1780.3%IndustrialsCMICummins$1,344,029$307,171 ▲29.6%4,2880.3%Auto/Tires/TrucksIWFiShares Russell 1000 Growth ETF$1,322,2670.0%3,6620.3%ETFVIGVanguard Dividend Appreciation ETF$1,313,888$4,656 ▼-0.4%6,7730.3%ETFCRMSalesforce$1,309,272$81,578 ▲6.6%4,8790.3%Computer and TechnologyAMGNAmgen$1,305,964$16,823 ▼-1.3%4,1920.3%MedicalUNHUnitedHealth Group$1,278,464$63,373 ▼-4.7%2,4410.3%MedicalWFCWells Fargo & Company$1,267,086$12,922 ▼-1.0%17,6500.3%FinanceHONHoneywell International$1,248,896$36,209 ▼-2.8%5,8980.3%Multi-Sector ConglomeratesLHXL3Harris Technologies$1,203,945$31,815 ▼-2.6%5,7520.3%AerospacePROFESIONALLY MANAGED PORTFOCONGRESS INTERME$1,193,712$1,193,712 ▲New Holding48,1530.3%EXCHANGE TRADED FDS-OTHERGSThe Goldman Sachs Group$1,193,612$102,700 ▲9.4%2,1850.3%FinanceIJHiShares Core S&P Mid-Cap ETF$1,177,7650.0%20,1880.3%ETFCVSCVS Health$1,169,561$7,723 ▲0.7%17,2630.3%MedicalSOSouthern$1,130,337$174,612 ▲18.3%12,2930.3%UtilitiesMMM3M$1,105,554$179,021 ▲19.3%7,5280.3%Multi-Sector ConglomeratesDGROiShares Core Dividend Growth ETF$1,102,342$37,680 ▲3.5%17,8460.3%ETFCIThe Cigna Group$1,096,228$4,935 ▼-0.4%3,3320.3%MedicalORCLOracle$1,091,344$35,511 ▼-3.2%7,8060.3%Computer and TechnologyITWIllinois Tool Works$1,091,238$88,291 ▲8.8%4,4000.3%IndustrialsNEENextEra Energy$1,085,302$126,661 ▲13.2%15,3120.3%UtilitiesBMYBristol-Myers Squibb$1,067,561$4,391 ▲0.4%17,5040.3%MedicalAFLAflac$1,027,2810.0%9,2390.3%FinanceEMREmerson Electric$1,019,539$19,735 ▲2.0%9,2990.3%IndustrialsGWWW.W. Grainger$982,888$1,976 ▲0.2%9950.2%IndustrialsCOPConocoPhillips$964,598$23,734 ▼-2.4%9,1850.2%EnergyDHRDanaher$959,810$20,500 ▼-2.1%4,6820.2%MedicalDUKDuke Energy$929,771$19,393 ▼-2.0%7,6230.2%UtilitiesDISWalt Disney$925,895$35,433 ▼-3.7%9,3810.2%Consumer DiscretionaryPFEPfizer$925,306$107,719 ▼-10.4%36,5160.2%MedicalCHENIERE ENERGY INC COM NEW$917,035$1,620 ▼-0.2%3,9630.2%COMMON STOCKIEFAiShares Core MSCI EAFE ETF$897,051$11,045 ▼-1.2%11,8580.2%ETFVTVVanguard Value ETF$885,635$345 ▼0.0%5,1270.2%ETFTMOThermo Fisher Scientific$878,233$8,459 ▲1.0%1,7650.2%MedicalVGSHVanguard Short-Term Treasury Index ETF$876,207$6,807 ▼-0.8%14,9320.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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