Fund HoldingsPLIMOTH TRUST CO LLC

Total Portfolio Value
$319.32M
Total Bought
$8.93M
Total Sold
$17.66M
Net Transaction
-$8.73M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Alphabet Inc. Cl A(GOOG)65,60865,188-4207,8538,5312.67%+677
Chevron Corp com(CVX)40,61640,840+2246,3916,8862.16%+496
Exxon Mobil Corporation25,65826,462+8042,7523,1110.97%+360
CVS Health Corp(CVS)40,81145,541+4,7302,8213,1801.00%+358
AbbVie Inc(ABBV)29,25028,816-4343,9414,2951.35%+354
Caterpillar Inc.(CAT)13,59413,397-1973,3453,6571.15%+313
Chubb Ltd
COM
16,54516,746+2013,1863,4861.09%+300
Lilly, Eli & Co(LLY)7,7647,262-5023,6413,9011.22%+259
Intel Corp(INTC)91,25391,578+3253,0523,2561.02%+204
Williams-Sonoma, Inc.(WSM)01,310+1,31002040.06%+204
UnitedHealth Group Inc.(UNH)8,9468,916-304,3004,4951.41%+196
Amgen Inc.(AMGN)3,9713,951-208821,0620.33%+180
ComCast Corporation Cl A(CCZ)53,67253,896+2242,2302,3900.75%+160
Duke Energy Corp(DUK)25,31327,493+2,1802,2722,4270.76%+155
Alphabet Inc Cl C(GOOG)14,10513,970-1351,7061,8420.58%+136
International Business Machines(IBM)17,15317,308+1552,2952,4280.76%+133
Wal-Mart Stores Inc(WMT)34,33834,570+2325,3975,5291.73%+132
Regeneron Pharmaceuticals(REGN)2,6442,456-1881,9002,0210.63%+121
iShares S&P SmallCap 600 Index - ETF04,676+4,67604410.14%+441
Humana Inc(HUM)0790+79003840.12%+384
Emerson Electric Co(EMR)19,24518,921-3241,7401,8270.57%+88
Danaher Corp. Com(DHR)01,963+1,96304870.15%+487
TJX Companies Inc.(TJX)24,17323,870-3032,0502,1220.66%+72
Adobe Systems Inc.(ADBE)7,3397,173-1663,5893,6581.15%+69
Costco Wholesale Corporation(COST)01,315+1,31507430.23%+743
Thermo Fisher Scientific Inc(TMO)0829+82904200.13%+420
Select Sector SPDR Fund-Utilities - ETF
ST STR UTIL ETF
05,105+5,10503010.09%+301
Phillips 66(PSX)02,526+2,52603030.10%+303
Eaton Corp PLC(ETN)15,81815,205-6133,1813,2431.02%+62
MetLife Inc. Com(MET)011,283+11,28307100.22%+710
American Tower Corporation REIT(AMT)02,904+2,90404780.15%+478
Cisco Systems, Inc.(CSCO)42,54441,892-6522,2012,2520.71%+51
Independent Bank Corp Mass08,400+8,40004120.13%+412
Select Sector SPDR-Financial - ETF
ST STR FINL ETF
35,67537,353+1,6781,2031,2390.39%+36
ConocoPhillips(COP)03,493+3,49304180.13%+418
Intuit Inc(INTU)01,305+1,30506670.21%+667
International Paper(IP)09,027+9,02703200.10%+320
Select Sector SPDR-Energy - ETF
ST STR ENERG ETF
05,567+5,56705030.16%+503
Automatic Data Processing4,9994,679-3201,0991,1260.35%+27
Fedex Corp.(FDX)01,505+1,50503990.12%+399
Prudential Financial Inc.(PFH)04,610+4,61004370.14%+437
Southern Copper Corporation(SCCO)06,320+6,32004760.15%+476
AFLAC, Inc.(AFL)03,040+3,04002330.07%+233
Union Pacific Corp(UNP)11,28111,403+1222,3082,3220.73%+14
Iron Mountain Inc.(IRM)010,998+10,99806540.20%+654
Accenture PLC Cl A
SHS CLASS A
3,9964,055+591,2331,2450.39%+12
Select Sector SPDR-Materials - ETF
ST STR MATER ETF
02,816+2,81602210.07%+221
Check Point Software
ORD
01,900+1,90002530.08%+253
GSK PLC SPON ADR(GSK)06,920+6,92002510.08%+251
Visa, Inc.(V)16,52417,074+5503,9243,9271.23%+3
Corecare Sys Inc010,000+10,000000
Linde Plc(LIN)7,4427,604+1622,8362,8310.89%-5
Meta Platforms Inc(META)01,352+1,35204060.13%+406
Dow Inc(DOW)14,31814,560+2427637510.24%-12
IShares Tr Short-Term Corp Bd-ETF06,507+6,50703240.10%+324
Vanguard Russell 2000 ETF
VNG RUS2000IDX
04,188+4,18802990.09%+299
Gilead Sciences, Inc.(GILD)09,250+9,25006930.22%+693
Select Sector SPDR-Consumer Staples - ETF
ST STR STAPL ETF
10,08010,576+4967487280.23%-20
3M Company(MMM)02,525+2,52502360.07%+236
General Electric Co(GE)12,76512,494-2711,4021,3810.43%-21
S&P Global(SPGI)0640+64002340.07%+234
Vanguard Index Mid-Cap ETF03,365+3,36507010.22%+701
WisdomTree U.S. Small Cap Dividend Fund ETF(WT)014,573+14,57304110.13%+411
Goldman Sachs Group Inc.(GS)5,8015,705-961,8711,8460.58%-25
Air Products & Chemicals01,628+1,62804610.14%+461
Cognizant Tech Solutions-A(CTSH)05,836+5,83603950.12%+395
The Walt Disney Company(DIS)22,82124,798+1,9772,0372,0100.63%-28
The Travelers Companies Inc.(TRV)02,686+2,68604390.14%+439
Cummins, Inc.(CMI)01,581+1,58103610.11%+361
Entergy Corp.(ETR)06,415+6,41505930.19%+593
WisdomTree U.S. Midcap Dividend Fund-ETF(WT)014,358+14,35805880.18%+588
State Street Corp.(STT)03,330+3,33002230.07%+223
Service Corp. Intl.(SCI)04,460+4,46002550.08%+255
Ameriprise Financial, Inc.(AMP)01,590+1,59005240.16%+524
Campbell Soup Co(CPB)05,890+5,89002420.08%+242
Vanguard Mega Cap Value ETF7,8407,665-1758137770.24%-36
Goldman Sachs Active Beta ETF10,88410,839-459509130.29%-37
IShares MSCI Emerging Mkts Min Vol Factor ETF28,40428,518+1141,5621,5210.48%-40
PPL Corporation(PPL)013,900+13,90003270.10%+327
Berkshire Hathaway Inc Cl B4,5344,296-2381,5461,5050.47%-41
Baxter International, Inc.05,302+5,30202000.06%+200
Analog Devices Inc.(ADI)02,223+2,22303890.12%+389
HP Inc.(HPQ)08,765+8,76502250.07%+225
Philip Morris Intl Inc.(PM)07,230+7,23006690.21%+669
MFC SPDR Series Trust S&P 500 Growth - ETF
ST STR P500GRW
13,22012,840-3808077610.24%-45
Cigna Group(CI)0742+74202120.07%+212
Select Sector SPDR-Real Estate - ETF
ST STR REAL ETF
08,809+8,80903000.09%+300
Select Sector SPDR-Cons. Discretionary - ETF
ST STR DISCR ETF
7,0367,105+691,1951,1440.36%-51
Toronto Dominion Bank(TD)27,32727,252-751,6951,6420.51%-52
Global X US Preferred ETF
US PFD ETF
108,969109,493+5242,1132,0600.64%-53
Wisdomtree International Equity Fund ETF(WT)25,75125,516-2351,2881,2340.39%-55
iShares S&P 500 Index - ETF01,278+1,27805490.17%+549
Starbucks Corporation(SBUX)7,7217,765+447657090.22%-56
GE Healthcare Technologies Inc(GEHC)04,219+4,21902870.09%+287
Blackrock Inc(BLK)1,2611,259-28728140.25%-58
T Rowe Price Group Inc(TROW)04,531+4,53104750.15%+475
Southern Co(SO)11,14211,14207837210.23%-62
Exelon Corp.(EXC)015,055+15,05505690.18%+569
Select Sector SPDR- Comm Services-ETF
ST STR SVC ETF
16,27115,061-1,2101,0599880.31%-71
Home Depot, Inc.(HD)10,30710,360+533,2023,1300.98%-71
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