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Greenfield Savings Bank Top Holdings and 13F Report (2025)

About Greenfield Savings Bank

Investment Activity

  • Greenfield Savings Bank has $208.58 million in total holdings as of December 31, 2024.
  • Greenfield Savings Bank owns shares of 146 different stocks, but just 61 companies or ETFs make up 80% of its holdings.
  • Approximately 2.43% of the portfolio was purchased this quarter.
  • About 2.89% of the portfolio was sold this quarter.
  • This quarter, Greenfield Savings Bank has purchased 148 new stocks and bought additional shares in 43 stocks.
  • Greenfield Savings Bank sold shares of 69 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Apple
$16,814,451
Microsoft
$11,418,435
Amazon.com
$5,203,492

Largest New Holdings this Quarter

BLACKROCK INC
$1,038,436 Holding
eBay
$271,341 Holding
NXP Semiconductors
$258,981 Holding
Digital Realty Trust
$253,937 Holding

Largest Purchases this Quarter

BLACKROCK INC
1,013 shares (about $1.04M)
iShares iBonds Dec 2027 Term Treasury ETF
12,848 shares (about $285.18K)
SPDR S&P 500 ETF Trust
474 shares (about $277.80K)
eBay
4,380 shares (about $271.34K)
NXP Semiconductors
1,246 shares (about $258.98K)

Largest Sales this Quarter

Altria Group
14,550 shares (about $760.82K)
Apple
890 shares (about $222.87K)
Valero Energy
1,184 shares (about $145.15K)
Elevance Health
388 shares (about $143.13K)
Microsoft
304 shares (about $128.14K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGreenfield Savings Bank

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$16,814,451$222,874 -1.3%67,1458.1%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$11,418,435$128,136 -1.1%27,0905.5%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$5,835,500$113,862 -1.9%24,3442.8%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$5,247,000$95,584 1.9%84,2082.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,203,492$5,704 0.1%23,7182.5%Retail/Wholesale
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$4,875,473$19,242 -0.4%5,3212.3%Retail/Wholesale
NVIDIA Co. stock logo
NVDA
NVIDIA
$4,869,355$19,606 -0.4%36,2602.3%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$4,850,126$88,935 1.9%25,4682.3%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$4,727,131$91,485 2.0%41,0272.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$4,302,229$41,622 -1.0%11,0602.1%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$4,233,096$63,188 -1.5%8,0392.0%Business Services
The Progressive Co. stock logo
PGR
Progressive
$3,905,643$26,836 -0.7%16,3001.9%Finance
American Express stock logo
AXP
American Express
$3,893,291$13,949 -0.4%13,1181.9%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,827,579$207,559 5.7%7,4871.8%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,454,509$31,618 -0.9%5,9001.7%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$3,194,158$21,146 0.7%17,9751.5%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,174,561$31,235 -1.0%16,7701.5%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,977,998$30,352 -1.0%5,8871.4%Medical
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$2,758,091$225,090 8.9%6,4821.3%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,740,510$277,802 11.3%4,6761.3%Finance
McDonald's Co. stock logo
MCD
McDonald's
$2,527,261$41,164 -1.6%8,7181.2%Retail/Wholesale
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$2,518,255$3,585 -0.1%35,1271.2%Utilities
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,356,155$2,898 0.1%8,1301.1%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,353,950$19,952 -0.8%6,4891.1%Industrial Products
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2,336,203$17,603 -0.7%13,9351.1%Consumer Staples
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2,330,457$5,897 0.3%19,3641.1%Consumer Staples
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$2,320,364$39,361 -1.7%4,7751.1%Aerospace
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,999,188$16,458 0.8%18,5851.0%Oils/Energy
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,971,478$11,840 0.6%33,3020.9%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$1,963,066$70,268 -3.5%4,8610.9%Auto/Tires/Trucks
Elevance Health, Inc. stock logo
ELV
Elevance Health
$1,823,473$143,133 -7.3%4,9430.9%Medical
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,813,162$76,111 4.4%11,1490.9%Computer and Technology
Bank of America Co. stock logo
BAC
Bank of America
$1,755,671$13,756 0.8%39,9470.8%Finance
Chevron Co. stock logo
CVX
Chevron
$1,733,735$22,595 -1.3%11,9700.8%Oils/Energy
MetLife, Inc. stock logo
MET
MetLife
$1,722,510$7,042 0.4%21,0370.8%Finance
Visa Inc. stock logo
V
Visa
$1,688,918$28,128 1.7%5,3440.8%Business Services
Comcast Co. stock logo
CMCSA
Comcast
$1,594,274$19,816 1.3%42,4800.8%Consumer Discretionary
Honeywell International Inc. stock logo
HON
Honeywell International
$1,586,651$67,993 4.5%7,0240.8%Multi-Sector Conglomerates
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$1,570,445$50,282 3.3%27,7660.8%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,537,455$16,342 -1.1%10,6310.7%Medical
Paychex, Inc. stock logo
PAYX
Paychex
$1,521,808$21,734 -1.4%10,8530.7%Business Services
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$1,518,0810.0%8,0960.7%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$1,481,930$5,166 0.3%8,8930.7%Computer and Technology
Steel Dynamics, Inc. stock logo
STLD
Steel Dynamics
$1,470,933$67,986 4.8%12,8950.7%Basic Materials
Fortinet, Inc. stock logo
FTNT
Fortinet
$1,425,231$48,468 -3.3%15,0850.7%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,301,329$14,750 -1.1%8,5580.6%Consumer Staples
Duke Energy Co. stock logo
DUK
Duke Energy
$1,296,4350.0%12,0330.6%Utilities
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,281,4230.0%2,8270.6%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,268,433$8,468 -0.7%16,7760.6%Finance
RTX Co. stock logo
RTX
RTX
$1,239,708$16,201 -1.3%10,7130.6%Aerospace
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,229,137$76,269 6.6%19,7420.6%Consumer Staples
FlexShares Morningstar US Market Factor Tilt Index Fund stock logo
TILT
FlexShares Morningstar US Market Factor Tilt Index Fund
$1,187,7540.0%5,5000.6%ETF
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$1,104,229$34,823 3.3%18,4870.5%Consumer Staples
Walmart Inc. stock logo
WMT
Walmart
$1,092,603$10,842 -1.0%12,0930.5%Retail/Wholesale
Valero Energy Co. stock logo
VLO
Valero Energy
$1,046,551$145,147 -12.2%8,5370.5%Oils/Energy
BLACKROCK INC
$1,038,436$1,038,436 New Holding1,0130.5%COM
Eaton Co. plc stock logo
ETN
Eaton
$977,6890.0%2,9460.5%Industrial Products
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$963,679$7,958 -0.8%24,0980.5%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$951,949$76,061 -7.4%35,8820.5%Medical
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$948,7450.0%2,7910.5%Basic Materials
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$944,314$27,511 -2.8%5,3890.5%ETF
Marriott International, Inc. stock logo
MAR
Marriott International
$903,487$52,441 -5.5%3,2390.4%Consumer Discretionary
Union Pacific Co. stock logo
UNP
Union Pacific
$893,233$28,505 -3.1%3,9170.4%Transportation
CVS Health Co. stock logo
CVS
CVS Health
$891,381$10,908 -1.2%19,8570.4%Retail/Wholesale
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$869,476$44,424 -4.9%3,5230.4%Retail/Wholesale
ConocoPhillips stock logo
COP
ConocoPhillips
$865,853$31,635 3.8%8,7310.4%Oils/Energy
Amgen Inc. stock logo
AMGN
Amgen
$859,851$29,192 -3.3%3,2990.4%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$825,585$5,869 -0.7%8,2990.4%Medical
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$819,000$3,276 -0.4%6,2500.4%Consumer Staples
Broadcom Inc. stock logo
AVGO
Broadcom
$788,952$140,263 21.6%3,4030.4%Computer and Technology
International Business Machines Co. stock logo
IBM
International Business Machines
$788,091$6,595 -0.8%3,5850.4%Computer and Technology
NRG Energy, Inc. stock logo
NRG
NRG Energy
$787,350$38,524 5.1%8,7270.4%Utilities
PulteGroup, Inc. stock logo
PHM
PulteGroup
$767,963$42,907 5.9%7,0520.4%Construction
Garmin Ltd. stock logo
GRMN
Garmin
$766,256$10,313 -1.3%3,7150.4%Computer and Technology
Emerson Electric Co. stock logo
EMR
Emerson Electric
$754,734$33,709 -4.3%6,0900.4%Industrial Products
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$738,616$13,692 -1.8%3,8300.4%Finance
ONEOK, Inc. stock logo
OKE
ONEOK
$732,3180.0%7,2940.4%Oils/Energy
Chubb Limited stock logo
CB
Chubb
$716,722$47,247 7.1%2,5940.3%Finance
The Cigna Group stock logo
CI
The Cigna Group
$711,889$156,571 28.2%2,5780.3%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$699,472$10,859 -1.5%6,1840.3%Medical
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$688,845$21,753 -3.1%2,3750.3%Basic Materials
CBRE Group, Inc. stock logo
CBRE
CBRE Group
$674,568$33,085 5.2%5,1380.3%Finance
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$655,531$22,451 -3.3%4,9930.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$652,340$3,860 0.6%8450.3%Medical
U.S. Bancorp stock logo
USB
U.S. Bancorp
$629,682$90,542 -12.6%13,1650.3%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$625,330$51,215 8.9%5,1770.3%Computer and Technology
Altria Group, Inc. stock logo
MO
Altria Group
$610,538$760,819 -55.5%11,6760.3%Consumer Staples
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$593,6520.0%1,2650.3%Aerospace
Adobe Inc. stock logo
ADBE
Adobe
$581,641$55,140 10.5%1,3080.3%Computer and Technology
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$578,719$4,301 -0.7%10,0910.3%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$571,409$36,591 -6.0%1,9520.3%Business Services
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$570,764$36,766 -6.1%2,2510.3%Industrial Products
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$569,261$14,753 2.7%12,9260.3%ETF
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$567,152$51,727 -8.4%6,1400.3%Medical
The Allstate Co. stock logo
ALL
Allstate
$562,7540.0%2,9190.3%Finance
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$541,681$33,435 -5.8%2,5760.3%Aerospace
NVR, Inc. stock logo
NVR
NVR
$515,2710.0%630.2%Construction
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$501,555$23,547 -4.5%8520.2%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$488,259$53,845 12.4%3,8720.2%Transportation
Omega Healthcare Investors, Inc. stock logo
OHI
Omega Healthcare Investors
$485,880$105,904 27.9%12,8370.2%Finance

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