Fund HoldingsGrove Bank & Trust

Total Portfolio Value
$593.65M
Total Bought
$73.53M
Total Sold
$40.53M
Net Transaction
+$33.00M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
VANGUARD118,251129,515+11,26451,65262,25810.49%+10,606
iShares ETFs/USA132,826694,632+561,80636,81342,1927.11%+5,379
NVIDIA Corp(NVDA)11,51011,554+445,70010,4401.76%+4,740
Amazon.com Inc(AMZN)75,97282,710+6,73811,54314,9192.51%+3,376
VANGUARD ETF/USA
SHRT TRM CORP BD
78,203109,126+30,9236,0518,4371.42%+2,386
ISHARES30,31931,980+1,66114,48116,8132.83%+2,332
Vanguard ETF/USA200,662241,544+40,88210,24412,2222.06%+1,978
MICROSOFT CORP(MSFT)34,25034,892+64212,87914,6802.47%+1,800
iShares ETFs/USA302,806312,503+9,69732,77934,5385.82%+1,759
Thermo Fisher Scientific Inc(TMO)3,5485,655+2,1071,8833,2870.55%+1,404
JPMorgan Chase & Co(JPM)24,29226,648+2,3564,1325,3380.90%+1,206
Eli Lilly & Co(LLY)5,7325,804+723,3414,5150.76%+1,174
Vanguard ETF/USA53,07255,393+2,3217,9349,0211.52%+1,087
SELECT SECTOR SPDR
ST STR ENERG ETF
32,76839,562+6,7942,7473,7350.63%+988
Exxon Mobil Corp060,201+60,20106,9981.18%+6,998
MASTERCARD INC(MA)7,2018,319+1,1183,0714,0060.67%+935
VISA INC(V)14,35016,723+2,3733,7364,6670.79%+931
Vanguard ETF/USA
ENERGY ETF
028,724+28,72403,7830.64%+3,783
NETFLIX INC(NFLX)05,909+5,90903,5890.60%+3,589
BlackRock Fund Advisors0100,036+100,036010,4771.76%+10,477
iShares ETFs/USA
BROAD USD HIGH
90,136111,838+21,7023,2764,0920.69%+816
AMER EXPRESS CO(AXP)3,7276,625+2,8986981,5080.25%+810
Abbott Laboratories31,89837,806+5,9083,5114,2970.72%+786
Alphabet Inc(GOOG)42,27744,046+1,7695,9586,7061.13%+748
RTX Corp(RTX)012,636+12,63601,2320.21%+1,232
ISHARES/USA21,36421,36406,4777,2011.21%+724
SALESFORCE.COM INC(CRM)12,25312,938+6853,2243,8970.66%+672
ALPHABET INC(GOOG)26,11028,544+2,4343,6474,3080.73%+661
CONOCOPHILLIPS(COP)017,236+17,23602,1940.37%+2,194
APPLIED MATERIALS5,9467,744+1,7989641,5970.27%+633
Vanguard ETF/USA23,42024,274+8545,4486,0651.02%+617
State Street ETF/USA(SPY)18,73418,182-5528,9049,5101.60%+606
iShares ETFs/USA59,31059,31006,2416,8381.15%+597
Constellation Brands Inc(STZ)02,456+2,45606670.11%+667
CHUBB LIMITED COM
COM
03,129+3,12908110.14%+811
TEXAS INSTRUMENTS(TXN)5,6778,891+3,2149681,5490.26%+581
Airbnb Inc14,39015,394+1,0041,9592,5390.43%+580
MetLife Inc(MET)09,142+9,14206780.11%+678
SEMPRA ENERGY(SRE)08,750+8,75006290.11%+629
Cenovus Energy Inc(CVE)028,544+28,54405710.10%+571
Centene Corp(CNC)07,295+7,29505730.10%+573
GOLDMAN SACHS GRP(GS)01,919+1,91908020.14%+802
Vanguard ETF/USA23,47124,335+8645,0075,5630.94%+556
PPG Industries Inc(PPG)03,843+3,84305570.09%+557
TE Connectivity Ltd(TEL)04,205+4,20506110.10%+611
ISHARES
CORE MSCI EAFE
184,972182,425-2,54713,01313,5402.28%+527
First Trust ETFs/USA
FST LOW OPPT EFT
0125,482+125,48206,0551.02%+6,055
STATE STREET ETF/USA(MDY)15,34414,923-4217,7858,3031.40%+518
Vanguard ETF/USA64,93272,741+7,8094,7765,2830.89%+507
Laboratory Corp of America Hol02,492+2,49205440.09%+544
Johnson & Johnson(JNJ)19,15922,156+2,9973,0033,5050.59%+502
Union Pacific Corp(UNP)02,895+2,89507120.12%+712
Meta Platforms Inc(META)3,9913,928-631,4131,9070.32%+495
CME Group Inc(CME)03,490+3,49007510.13%+751
Marvell Technology Inc(MRVL)08,068+8,06805720.10%+572
Delta Air Lines Inc(DAL)010,664+10,66405100.09%+510
BRISTOL-MYRS SQUIB(BMY)013,033+13,03307070.12%+707
INTERCONTINENTAL EXCHANGE(ICE)05,580+5,58007670.13%+767
Waters Corp(WAT)01,183+1,18304070.07%+407
TJX Cos Inc/The(TJX)07,586+7,58607690.13%+769
ROCKWELL AUTOMATION(ROK)01,411+1,41104110.07%+411
COLGATE-PALMOLIVE(CL)04,330+4,33003900.07%+390
Novo Holdings A/S(NVO)9,76310,803+1,0401,0101,3870.23%+377
DIAGEO(DEO)04,436+4,43606600.11%+660
Sysco Corp(SYY)05,112+5,11204150.07%+415
Corteva Inc(CTVA)06,526+6,52603760.06%+376
iShares ETFs/USA38,64842,930+4,2823,8364,2050.71%+369
NIKE INC(NKE)13,62619,384+5,7581,4791,8220.31%+342
iShares ETFs/USA76,45376,308-1455,7616,0941.03%+333
Vanguard ETF/USA12,49913,669+1,1701,8122,1310.36%+319
Uber Technologies Inc(UBER)04,452+4,45203430.06%+343
Merck & Co Inc(MRK)013,945+13,94501,8400.31%+1,840
BK OF AMERICA CORP71,81071,459-3512,4182,7100.46%+292
VANGUARD ETF/USA10,05510,868+8131,8102,0850.35%+276
Micron Technology Inc(MU)8,2388,23807039710.16%+268
Chevron Corp(CVX)017,456+17,45602,7540.46%+2,754
Eaton Corp PLC(ETN)4,2264,077-1491,0181,2750.21%+257
Home Depot Inc/The(HD)8,2938,139-1542,8743,1220.53%+248
ISHARES01,290+1,29002410.04%+241
Trane Technologies PLC(TT)4,2714,27101,0421,2820.22%+240
ISHARES02,781+2,78102350.04%+235
Autodesk Inc6,7117,146+4351,6341,8610.31%+227
Broadcom Inc(AVGO)1,1061,096-101,2351,4530.24%+218
Procter & Gamble Co/The(PG)014,438+14,43802,3430.39%+2,343
ADVANCED MICRO DEV(AMD)5,7565,856+1008481,0570.18%+208
Pimco ETFs/USA
ENHAN SHRT MA AC
02,046+2,04602060.03%+206
Costco Wholesale Corp(COST)2,8892,876-131,9072,1070.35%+200
Public Service Enterprise Grou(PEG)02,996+2,99602000.03%+200
INTL BUSINESS MCHN(IBM)7,4937,430-631,2251,4190.24%+193
Walt Disney Co/The(DIS)06,097+6,09707460.13%+746
VANGUARD ETF/USA3,8454,194+3499121,0900.18%+178
ISHARES TRUST012,457+12,45702,2310.38%+2,231
Berkshire Hathaway Inc03,268+3,26801,3740.23%+1,374
iShares ETFs/USA25,60025,60001,9902,1530.36%+163
GARTNER INC(IT)2,9503,129+1791,3311,4920.25%+161
BLACKROCK FUND ADVISORS
HDG MSCI EAFE
47,50047,50001,4971,6570.28%+160
Medtronic PLC(MDT)08,696+8,69607580.13%+758
General Electric Co(GE)03,279+3,27905760.10%+576
KROGER(KR)013,753+13,75307860.13%+786
Align Technology Inc02,014+2,01406600.11%+660
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