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Farmers Trust Co Top Holdings and 13F Report (2025)

About Farmers Trust Co

Investment Activity

  • Farmers Trust Co has $535.79 million in total holdings as of December 31, 2024.
  • Farmers Trust Co owns shares of 189 different stocks, but just 56 companies or ETFs make up 80% of its holdings.
  • Approximately 2.32% of the portfolio was purchased this quarter.
  • About 3.12% of the portfolio was sold this quarter.
  • This quarter, Farmers Trust Co has purchased 191 new stocks and bought additional shares in 36 stocks.
  • Farmers Trust Co sold shares of 112 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Apple
$28,525,092
Microsoft
$24,024,657
Alphabet
$13,129,280

Largest New Holdings this Quarter

Ashland
$2,104,926 Holding
Biogen
$1,964,869 Holding
VANGUARD MALVERN FDS
$600,264 Holding
iShares Russell 2000 ETF
$307,576 Holding

Largest Purchases this Quarter

Ashland
29,456 shares (about $2.10M)
Biogen
12,849 shares (about $1.96M)
Southern
11,605 shares (about $955.32K)
Oracle
4,992 shares (about $831.87K)
iShares 1-3 Year Treasury Bond ETF
9,604 shares (about $787.34K)

Largest Sales this Quarter

Newmont
54,932 shares (about $2.04M)
SPDR S&P 500 ETF Trust
2,447 shares (about $1.43M)
Johnson & Johnson
7,374 shares (about $1.07M)
PALANTIR TECHNOLOGIES INC
13,293 shares (about $1.01M)
Union Pacific
3,333 shares (about $760.06K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFarmers Trust Co

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$44,983,984$1,434,138 -3.1%76,7548.4%Finance
Apple Inc. stock logo
AAPL
Apple
$28,525,092$75,627 -0.3%113,9095.3%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$24,024,657$164,807 0.7%56,9984.5%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$20,309,190$332,478 -1.6%84,7243.8%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$13,129,280$213,909 -1.6%69,3572.5%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$12,076,904$342,336 -2.8%133,6682.3%Retail/Wholesale
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$10,288,605$198,498 -1.9%173,7941.9%Computer and Technology
International Business Machines Co. stock logo
IBM
International Business Machines
$10,168,017$377,228 -3.6%46,2541.9%Computer and Technology
Visa Inc. stock logo
V
Visa
$7,979,062$166,237 -2.0%25,2471.5%Business Services
McDonald's Co. stock logo
MCD
McDonald's
$7,850,221$23,481 -0.3%27,0801.5%Retail/Wholesale
Honeywell International Inc. stock logo
HON
Honeywell International
$7,814,439$262,258 -3.2%34,5941.5%Multi-Sector Conglomerates
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$7,806,443$1,066,428 -12.0%53,9791.5%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$7,785,016$47,899 0.6%51,1971.5%Consumer Staples
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$7,683,314$107,015 -1.4%34,2471.4%Finance
CME Group Inc. stock logo
CME
CME Group
$7,230,249$90,337 -1.2%31,1341.3%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,124,690$447,775 -5.9%32,4751.3%Retail/Wholesale
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$6,997,016$209,263 -2.9%97,6011.3%Utilities
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$6,698,505$472,239 -6.6%244,4711.3%Energy
CHENIERE ENERGY INC
$6,671,928$479,805 -6.7%31,0511.2%Common Stock
Invesco QQQ stock logo
QQQ
Invesco QQQ
$6,578,508$376,265 -5.4%12,8681.2%Finance
AT&T Inc. stock logo
T
AT&T
$6,524,493$65,919 -1.0%286,5391.2%Computer and Technology
3M stock logo
MMM
3M
$6,492,452$41,309 -0.6%50,2941.2%Multi-Sector Conglomerates
Farmers National Banc Corp. stock logo
FMNB
Farmers National Banc
$6,267,351$344,437 5.8%440,7421.2%Finance
PALANTIR TECHNOLOGIES INC
$6,201,736$1,005,350 -13.9%82,0011.2%Common Stock
Mid-America Apartment Communities, Inc. stock logo
MAA
Mid-America Apartment Communities
$6,186,664$58,582 -0.9%40,0251.2%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$6,186,117$12,741 -0.2%36,8991.2%Consumer Staples
Pfizer Inc. stock logo
PFE
Pfizer
$5,997,053$72,798 -1.2%226,0481.1%Medical
Twilio Inc. stock logo
TWLO
Twilio
$5,912,408$263,607 -4.3%54,7041.1%Computer and Technology
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
$5,878,804$146,159 -2.4%30,0861.1%Financial Services
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$5,867,989$136,430 -2.3%63,5271.1%Medical
Citigroup Inc. stock logo
C
Citigroup
$5,786,832$176,327 -3.0%82,2111.1%Finance
Chubb Limited stock logo
CB
Chubb
$5,729,357$146,439 -2.5%20,7361.1%Finance
Duke Energy Co. stock logo
DUK
Duke Energy
$5,580,286$94,165 -1.7%51,7941.0%Utilities
SOLVENTUM CORP
$5,372,925$17,440 -0.3%81,3341.0%Common Stock
Philip Morris International Inc. stock logo
PM
Philip Morris International
$5,224,634$19,858 -0.4%43,4121.0%Consumer Staples
Medtronic plc stock logo
MDT
Medtronic
$5,216,963$29,156 0.6%65,3101.0%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$5,210,342$18,836 -0.4%29,3211.0%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$5,156,654$268,802 -5.0%42,6841.0%Retail/Wholesale
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$5,105,803$1,240 0.0%127,6771.0%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$5,073,354$61,366 -1.2%11,4090.9%Computer and Technology
AutoZone, Inc. stock logo
AZO
AutoZone
$4,777,384$89,656 -1.8%1,4920.9%Retail/Wholesale
Kenvue Inc. stock logo
KVUE
Kenvue
$4,637,604$80,425 1.8%217,2180.9%Consumer Staples
Akamai Technologies, Inc. stock logo
AKAM
Akamai Technologies
$4,428,212$17,217 -0.4%46,2960.8%Computer and Technology
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$4,370,544$155,501 -3.4%8,9940.8%Aerospace
Newmont Co. stock logo
NEM
Newmont
$4,228,453$2,044,569 -32.6%113,6070.8%Basic Materials
Oracle Co. stock logo
ORCL
Oracle
$4,075,348$831,867 25.6%24,4560.8%Computer and Technology
The Southern Company stock logo
SO
Southern
$3,982,889$955,324 31.6%48,3830.7%Utilities
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,901,349$1,844 0.0%33,8600.7%ETF
Accenture plc stock logo
ACN
Accenture
$3,807,775$44,326 -1.2%10,8240.7%Computer and Technology
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$3,652,993$28,003 0.8%31,6990.7%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$3,647,440$23,678 -0.6%58,5370.7%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$3,466,336$5,916 0.2%32,2240.6%Energy
CVS Health Co. stock logo
CVS
CVS Health
$3,439,562$128,879 -3.6%76,6220.6%Medical
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$3,363,963$69,327 -2.0%5,2890.6%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$3,318,085$23,339 0.7%8,5300.6%Retail/Wholesale
EOG Resources, Inc. stock logo
EOG
EOG Resources
$3,192,719$54,916 -1.7%26,0460.6%Energy
Cincinnati Financial Co. stock logo
CINF
Cincinnati Financial
$3,183,530$3,593 -0.1%22,1540.6%Finance
EQT Co. stock logo
EQT
EQT
$3,140,644$89,407 -2.8%68,1120.6%Energy
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2,929,131$215,488 7.9%38,7400.5%Finance
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$2,832,561$70,631 2.6%21,6160.5%Consumer Staples
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,799,586$3,393 -0.1%24,7510.5%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$2,733,883$48,196 1.8%45,3230.5%Computer and Technology
Schlumberger Limited stock logo
SLB
Schlumberger
$2,458,668$25,534 1.0%64,1280.5%Energy
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,413,552$25,424 -1.0%9,9680.5%Finance
Union Pacific Co. stock logo
UNP
Union Pacific
$2,209,252$760,057 -25.6%9,6880.4%Transportation
Ashland Inc. stock logo
ASH
Ashland
$2,104,926$2,104,926 New Holding29,4560.4%Basic Materials
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,062,735$7,064 -0.3%3,5040.4%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$1,984,914$8,138 -0.4%23,1720.4%ETF
Biogen Inc. stock logo
BIIB
Biogen
$1,964,869$1,964,869 New Holding12,8490.4%Medical
Huntington Bancshares Incorporated stock logo
HBAN
Huntington Bancshares
$1,905,054$96,172 -4.8%117,0900.4%Finance
PPG Industries, Inc. stock logo
PPG
PPG Industries
$1,869,0340.0%15,6470.3%Basic Materials
Cencora, Inc. stock logo
COR
Cencora
$1,850,015$35,499 -1.9%8,2340.3%Medical
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,771,370$277,058 18.5%42,3570.3%Finance
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$1,767,085$32,399 -1.8%9,1630.3%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,659,990$21,766 -1.3%4,5760.3%Industrials
The Progressive Co. stock logo
PGR
Progressive
$1,586,4580.0%6,6210.3%Finance
General Mills, Inc. stock logo
GIS
General Mills
$1,535,518$45,468 -2.9%24,0790.3%Consumer Staples
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,434,082$381,476 36.2%8,1840.3%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$1,377,592$787,336 133.4%16,8040.3%Manufacturing
Chevron Co. stock logo
CVX
Chevron
$1,371,924$33,603 -2.4%9,4720.3%Energy
Danaher Co. stock logo
DHR
Danaher
$1,324,504$459 0.0%5,7700.2%Medical
General Electric stock logo
GE
General Electric
$1,315,139$45,534 -3.3%7,8850.2%Transportation
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,276,3230.0%4,4040.2%ETF
NIKE, Inc. stock logo
NKE
NIKE
$1,261,0410.0%16,6650.2%Consumer Discretionary
Stryker Co. stock logo
SYK
Stryker
$1,177,724$35,285 -2.9%3,2710.2%Medical
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,171,454$36,028 -3.0%15,4770.2%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,157,538$17,433 -1.5%18,5920.2%Consumer Staples
Eaton Co. plc stock logo
ETN
Eaton
$1,123,048$34,846 -3.0%3,3840.2%Industrials
The J. M. Smucker Company stock logo
SJM
J. M. Smucker
$1,072,238$25,878 -2.4%9,7370.2%Consumer Staples
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,061,5820.0%2,3420.2%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,012,145$62,797 -5.8%2,4660.2%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$944,582$10,244 1.1%8,4830.2%Consumer Discretionary
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$884,271$666,472 306.0%38,1480.2%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$861,605$95,212 -10.0%6,4160.2%Computer and Technology
Hubbell Incorporated stock logo
HUBB
Hubbell
$837,7800.0%2,0000.2%Industrials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$837,279$1,171 0.1%1,4300.2%Computer and Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$829,745$10,536 -1.3%11,8130.2%Finance
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$824,682$4,830 0.6%6,1470.2%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$813,064$274,254 50.9%1,5090.2%ETF
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$789,512$187 0.0%4,2290.1%Retail/Wholesale
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$760,813$24,281 -3.1%1,5040.1%Medical
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$732,499$4,459 -0.6%3,1210.1%Transportation
Analog Devices, Inc. stock logo
ADI
Analog Devices
$721,7270.0%3,3970.1%Computer and Technology
Bank of America Co. stock logo
BAC
Bank of America
$706,760$7,208 -1.0%16,0810.1%Finance
The Allstate Co. stock logo
ALL
Allstate
$706,575$40,679 -5.4%3,6650.1%Finance
The Hershey Company stock logo
HSY
Hershey
$662,667$25,403 4.0%3,9130.1%Consumer Staples
HP Inc. stock logo
HPQ
HP
$661,541$6,950 -1.0%20,2740.1%Computer and Technology
Trane Technologies plc stock logo
TT
Trane Technologies
$646,3630.0%1,7500.1%Construction
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$621,689$152,772 32.6%6,9790.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$617,597$70,653 12.9%3,2430.1%Computer and Technology
TimkenSteel Co. stock logo
TMST
TimkenSteel
$615,362$35,325 6.1%43,5500.1%Basic Materials
ConocoPhillips stock logo
COP
ConocoPhillips
$608,011$7,934 1.3%6,1310.1%Energy
VANGUARD MALVERN FDS
$600,264$600,264 New Holding7,9180.1%Fixed Income ETF
GE VERNOVA INC
$576,943$20,065 -3.4%1,7540.1%Common Stock
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$558,6340.0%3,4350.1%Computer and Technology
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$553,5360.0%3,9680.1%Energy
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$549,8360.0%2,9700.1%ETF
Amgen Inc. stock logo
AMGN
Amgen
$545,259$8,340 -1.5%2,0920.1%Medical
RTX Co. stock logo
RTX
RTX
$530,923$4,629 -0.9%4,5880.1%Aerospace
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$530,134$12,002 -2.2%1,8110.1%Business Services
Carrier Global Co. stock logo
CARR
Carrier Global
$510,039$1,638 -0.3%7,4720.1%Computer and Technology
Intel Co. stock logo
INTC
Intel
$487,8970.0%24,3340.1%Computer and Technology
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$482,885$482,885 New Holding4,5320.1%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$481,752$30,878 6.8%3,1360.1%Computer and Technology
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$475,167$292,199 159.7%3,4540.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$468,551$99 0.0%4,7100.1%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$464,839$114,761 -19.8%2,0050.1%Computer and Technology
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$457,7700.0%9,2460.1%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$455,1280.0%1,1270.1%Auto/Tires/Trucks
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$452,819$47,963 -9.6%8,0060.1%Medical
Altria Group, Inc. stock logo
MO
Altria Group
$449,903$6,589 -1.4%8,6040.1%Consumer Staples
Deere & Company stock logo
DE
Deere & Company
$442,343$8,898 -2.0%1,0440.1%Industrials
Essential Utilities, Inc. stock logo
WTRG
Essential Utilities
$423,201$11,550 -2.7%11,6520.1%Utilities
Aflac Incorporated stock logo
AFL
Aflac
$421,828$4,344 -1.0%4,0780.1%Finance
Shell plc stock logo
SHEL
Shell
$406,2850.0%6,4850.1%Energy
The Kroger Co. stock logo
KR
Kroger
$398,2090.0%6,5120.1%Retail/Wholesale
Nucor Co. stock logo
NUE
Nucor
$390,395$8,520 -2.1%3,3450.1%Basic Materials
Cummins Inc. stock logo
CMI
Cummins
$387,992$1,394 0.4%1,1130.1%Auto/Tires/Trucks
The Cigna Group stock logo
CI
The Cigna Group
$376,9310.0%1,3650.1%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$376,736$4,632 -1.2%4880.1%Medical
Nordson Co. stock logo
NDSN
Nordson
$376,6320.0%1,8000.1%Industrials
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$374,754$149,352 66.3%4090.1%Retail/Wholesale
Quanta Services, Inc. stock logo
PWR
Quanta Services
$372,939$63,210 -14.5%1,1800.1%Construction
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$371,4300.0%9,0000.1%ETF
TE CONNECTIVITY PLC
$361,285$68,483 -15.9%2,5270.1%Int'l Common Stock
Elevance Health, Inc. stock logo
ELV
Elevance Health
$359,678$39,472 -9.9%9750.1%Medical
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$357,481$723 0.2%1,4840.1%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$357,366$247 -0.1%1,4480.1%Retail/Wholesale
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$356,233$26,607 -6.9%2,8250.1%Transportation
Emerson Electric Co. stock logo
EMR
Emerson Electric
$351,465$27,884 -7.4%2,8360.1%Industrials
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$341,545$6,339 -1.8%1,3470.1%Industrials
Valero Energy Co. stock logo
VLO
Valero Energy
$341,168$6,130 -1.8%2,7830.1%Energy
Dominion Energy, Inc. stock logo
D
Dominion Energy
$338,941$4,040 -1.2%6,2930.1%Utilities
MetLife, Inc. stock logo
MET
MetLife
$329,813$655 -0.2%4,0280.1%Finance
Cloudflare, Inc. stock logo
NET
Cloudflare
$323,0400.0%3,0000.1%Computer and Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$322,142$49,128 18.0%1,7180.1%Computer and Technology
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$311,3440.0%3,4240.1%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$310,057$13,526 -4.2%5960.1%Medical
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$309,157$37,437 -10.8%9,1170.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$308,5200.0%1,2840.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$307,576$307,576 New Holding1,3920.1%Finance
iShares U.S. Home Construction ETF stock logo
ITB
iShares U.S. Home Construction ETF
$296,4190.0%2,8670.1%ETF
Premier Financial Corp. stock logo
PFC
Premier Financial
$294,5410.0%11,5190.1%Finance
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$284,2060.0%1,2860.1%Consumer Staples
RPM International Inc. stock logo
RPM
RPM International
$282,9150.0%2,2990.1%Construction
Target Co. stock logo
TGT
Target
$270,360$17,303 -6.0%2,0000.1%Retail/Wholesale
eBay Inc. stock logo
EBAY
eBay
$269,606$681 -0.3%4,3520.1%Retail/Wholesale
DTE Energy stock logo
DTE
DTE Energy
$267,582$11,230 -4.0%2,2160.0%Utilities
Enbridge Inc. stock logo
ENB
Enbridge
$267,139$32,629 -10.9%6,2960.0%Energy
FirstEnergy Corp. stock logo
FE
FirstEnergy
$258,490$13,963 5.7%6,4980.0%Utilities
Ventas, Inc. stock logo
VTR
Ventas
$255,700$17,844 -6.5%4,3420.0%Finance
Truist Financial Co. stock logo
TFC
Truist Financial
$253,079$23,859 -8.6%5,8340.0%Finance
Coca-Cola Consolidated, Inc. stock logo
COKE
Coca-Cola Consolidated
$251,9980.0%2000.0%Consumer Staples
TFS Financial Co. stock logo
TFSL
TFS Financial
$251,2000.0%20,0000.0%Finance
SPDR S&P Regional Banking ETF stock logo
KRE
SPDR S&P Regional Banking ETF
$240,7360.0%3,9890.0%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$239,6960.0%1,2240.0%ETF
BLACKROCK INC
$234,750$234,750 New Holding2290.0%Common Stock
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$226,894$1,204 -0.5%2,4500.0%Construction
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$220,140$7,541 -3.3%7590.0%Basic Materials
LINDE PLC
$217,7080.0%5200.0%Int'l Common Stock
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$217,000$217,000 New Holding3,1000.0%ETF
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$214,937$1,387 -0.6%4650.0%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$214,144$45,585 -17.6%2020.0%Computer and Technology
Corning Incorporated stock logo
GLW
Corning
$211,702$4,514 -2.1%4,4550.0%Computer and Technology
LAM RESEARCH CORP
$211,634$211,634 New Holding2,9300.0%Common Stock
The Boeing Company stock logo
BA
Boeing
$210,630$40,179 -16.0%1,1900.0%Aerospace
Comcast Co. stock logo
CMCSA
Comcast
$207,541$2,965 1.4%5,5300.0%Consumer Discretionary
MicroVision, Inc. stock logo
MVIS
MicroVision
$204,0980.0%155,8000.0%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$202,330$202,330 New Holding2270.0%Consumer Discretionary
BlackRock, Inc. stock logo
BLK
BlackRock
$0$267,762 -100.0%00.0%Finance
Lam Research Co. stock logo
LRCX
Lam Research
$0$259,513 -100.0%00.0%Computer and Technology
Dow Inc. stock logo
DOW
DOW
$0$243,377 -100.0%00.0%Basic Materials
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$0$226,518 -100.0%00.0%Basic Materials
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$0$221,392 -100.0%00.0%Medical
Phillips 66 stock logo
PSX
Phillips 66
$0$215,972 -100.0%00.0%Energy
Waste Management, Inc. stock logo
WM
Waste Management
$0$212,998 -100.0%00.0%Business Services
Constellation Energy Co. stock logo
CEG
Constellation Energy
$0$208,796 -100.0%00.0%Energy
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$0$203,835 -100.0%00.0%Aerospace
GSK plc stock logo
GSK
GSK
$0$202,765 -100.0%00.0%Medical
VERALTO CORP
$0$201,348 -100.0%00.0%Common Stock
SEC Filings and Trading Data