Fund HoldingsARROW FINANCIAL CORP

Total Portfolio Value
$1.05B
Total Bought
$1.05B
Total Sold
$1.08B
Net Transaction
-$28.01M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
VANGUARD S&P 500 ETF0216,555+216,5550116,68011.08%+116,680
INVESCO QQQ TRUST SERIES 10156,458+156,458079,9867.59%+79,986
ARROW FINANCIAL CORPORATION01,899,569+1,899,569054,5375.18%+54,537
ISHARES CORE S&P MID-CAP ETF0866,369+866,369053,9835.12%+53,983
ISHARES IBONDS DEC 2032 TC ETF02,044,056+2,044,056045,0174.27%+45,017
ISHARES CORE S&P SMALL-CAP ETF0384,741+384,741044,3304.21%+44,330
SPDR PORTFOLIO S&P 500 VALUE ETF
ST STR P500VAL
0791,546+791,546040,4803.84%+40,480
ISHARES IBONDS 2025 H/Y INC ETF01,479,655+1,479,655034,3283.26%+34,328
ISHARES CORE MSCI DEV MKTS ETF
CORE MSCI INTL
0455,327+455,327029,3552.79%+29,355
VANGUARD MID-CAP ETF0110,986+110,986029,3142.78%+29,314
APPLE INC(AAPL)0115,147+115,147028,8352.74%+28,835
MICROSOFT CORP(MSFT)057,791+57,791024,3592.31%+24,359
NVIDIA CORP(NVDA)0181,237+181,237024,3382.31%+24,338
ALPHABET INC CL A(GOOG)085,969+85,969016,2741.54%+16,274
ISHARES IBONDS DEC 2033 CORP0572,653+572,653014,3741.36%+14,374
AMAZON.COM INC(AMZN)065,254+65,254014,3161.36%+14,316
ISHARES IBONDS DEC 2029 TERM CORP0620,143+620,143014,1391.34%+14,139
ISHARES IBONDS DEC 2026 TERM CORP
IBONDS DEC2026
0585,057+585,057014,0821.34%+14,082
ISHARES IBONDS DEC 2028 TERM CORP
IBDS DEC28 ETF
0563,736+563,736014,0371.33%+14,037
ISHARES IBONDS DEC 2027 TERM CORP
IBONDS 27 ETF
0579,725+579,725013,8901.32%+13,890
ISHARES IBONDS DEC 2025 TERM CORP0553,062+553,062013,8541.32%+13,854
VANGUARD SMALL-CAP ETF051,047+51,047012,2661.16%+12,266
JP MORGAN CHASE & CO(JPM)039,656+39,65609,5060.90%+9,506
SALESFORCE INC(CRM)026,223+26,22308,7670.83%+8,767
HOME DEPOT INC(HD)021,369+21,36908,3120.79%+8,312
ISHARES 10-20 YEAR TREASURY BOND ETF081,467+81,46708,1090.77%+8,109
SPDR S&P HOMEBUILDERS ETF
ST STR SP HOME
076,173+76,17307,9600.76%+7,960
META PLATFORMS INC CL A(META)013,480+13,48007,8930.75%+7,893
ORACLE CORPORATION(ORCL)047,063+47,06307,8430.74%+7,843
LILLY ELI & CO(LLY)08,569+8,56906,6150.63%+6,615
BERKSHIRE HATHAWAY INC-CL B014,459+14,45906,5540.62%+6,554
ISHARES CORE U.S. AGGREGATE067,236+67,23606,5150.62%+6,515
VISA INC CL A(V)019,621+19,62106,2010.59%+6,201
BLACKROCK INC(BLK)05,781+5,78105,9260.56%+5,926
VANGUARD SHORT TERM CORP BOND ETF
SHRT TRM CORP BD
074,421+74,42105,8060.55%+5,806
WALMART INC(WMT)061,402+61,40205,5480.53%+5,548
BANK OF AMERICA CORP0122,054+122,05405,3640.51%+5,364
PROCTER & GAMBLE CO(PG)031,733+31,73305,3200.51%+5,320
AMPHENOL CORP CL A075,019+75,01905,2100.49%+5,210
REAL ESTATE SELECT SECTOR SPDR FUND
ST STR REAL ETF
0126,879+126,87905,1600.49%+5,160
CATERPILLAR INC(CAT)013,713+13,71304,9750.47%+4,975
STRYKER CORPORATION(SYK)013,488+13,48804,8560.46%+4,856
ISHARES NEW YORK MUNI BOND ETF090,283+90,28304,8050.46%+4,805
ADOBE INC(ADBE)010,669+10,66904,7440.45%+4,744
COSTCO WHOLESALE CORP(COST)05,130+5,13004,7000.45%+4,700
NETFLIX INC(NFLX)05,262+5,26204,6900.45%+4,690
INTERCONTINENTAL EXCHANGE GROUP, INC(ICE)031,037+31,03704,6250.44%+4,625
EXXON MOBIL CORP041,064+41,06404,4170.42%+4,417
HONEYWELL INTERNATIONAL INC(HON)019,435+19,43504,3900.42%+4,390
JOHNSON & JOHNSON(JNJ)030,265+30,26504,3770.42%+4,377
SPDR S&P 500 ETF TRUST(SPY)07,351+7,35104,3080.41%+4,308
THERMO FISHER SCIENTIFIC INC(TMO)08,104+8,10404,2160.40%+4,216
MARVELL TECHNOLOGY INC(MRVL)038,158+38,15804,2150.40%+4,215
WILLIAMS COS INC(WMB)076,601+76,60104,1460.39%+4,146
TJX COS INC(TJX)033,704+33,70404,0720.39%+4,072
AMGEN INC(AMGN)015,597+15,59704,0650.39%+4,065
UNITEDHEALTH GROUP INC(UNH)07,576+7,57603,8320.36%+3,832
ABBOTT LABS032,675+32,67503,6960.35%+3,696
MASCO CORP(MAS)050,200+50,20003,6430.35%+3,643
MORGAN STANLEY(MS)028,729+28,72903,6120.34%+3,612
TESLA INC(TSLA)08,645+8,64503,4910.33%+3,491
DISNEY WALT CO NEW(DIS)030,563+30,56303,4030.32%+3,403
MCDONALDS CORP(MCD)011,480+11,48003,3280.32%+3,328
CISCO SYSTEMS INC(CSCO)054,592+54,59203,2320.31%+3,232
INGERSOLL-RAND INC(IR)032,343+32,34302,9260.28%+2,926
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
012,428+12,42802,8900.27%+2,890
DANAHER CORP(DHR)011,827+11,82702,7150.26%+2,715
PEPSICO INC(PEP)017,437+17,43702,6510.25%+2,651
T-MOBILE US INC(TMUS)011,437+11,43702,5240.24%+2,524
ALPHABET INC CL C(GOOG)012,451+12,45102,3710.23%+2,371
VERTEX PHARMACEUTICALS INC(VRTX)05,605+5,60502,2570.21%+2,257
TRAVELERS COMPANIES INC(TRV)09,196+9,19602,2150.21%+2,215
DIGITAL REALTY TRUST INC REIT(DLR)012,300+12,30002,1810.21%+2,181
CHEVRON CORPORATION(CVX)014,926+14,92602,1620.21%+2,162
TERADYNE INC(TER)016,846+16,84602,1210.20%+2,121
PALO ALTO NETWORKS INC(PANW)011,499+11,49902,0920.20%+2,092
PIMCO ENHANCED SHORT MATURITY ETF
ENHAN SHRT MA AC
020,578+20,57802,0650.20%+2,065
MASTERCARD INC CL A(MA)03,827+3,82702,0150.19%+2,015
COCA COLA CO(KO)032,319+32,31902,0120.19%+2,012
UNION PAC CORP(UNP)08,797+8,79702,0060.19%+2,006
GOLDMAN SACHS GROUP INC(GS)03,017+3,01701,7280.16%+1,728
GENERAL DYNAMICS CORP(GD)06,520+6,52001,7180.16%+1,718
CUMMINS INC(CMI)04,862+4,86201,6950.16%+1,695
VANGUARD TOTAL BOND MARKET ETF023,353+23,35301,6790.16%+1,679
WASTE MANAGEMENT INC(WM)08,299+8,29901,6750.16%+1,675
CONOCOPHILLIPS(COP)015,435+15,43501,5310.15%+1,531
LENNAR CORP CL A(LEN)011,205+11,20501,5280.15%+1,528
SYSCO CORP(SYY)019,727+19,72701,5080.14%+1,508
FINANCIAL SELECT SECTOR SPDR FUND
ST STR FINL ETF
030,733+30,73301,4850.14%+1,485
ISHARES IBONDS DEC 2034 TM CORP
IBONDS DEC 2034
057,421+57,42101,4610.14%+1,461
MATERIALS SELECT SECTOR SPDR FUND
ST STR MATER ETF
015,784+15,78401,3280.13%+1,328
YUM BRANDS INC(YUM)09,579+9,57901,2850.12%+1,285
QUANTA SERVICES INC04,015+4,01501,2690.12%+1,269
ISHARES NATIONAL MUNI BOND ETF011,733+11,73301,2500.12%+1,250
UTILITIES SELECT SECTOR SPDR FUND
ST STR UTIL ETF
016,434+16,43401,2440.12%+1,244
AMERICAN WATER WORKS CO INC09,895+9,89501,2320.12%+1,232
CAPITAL ONE FINANCIAL CORP(COF)06,810+6,81001,2140.12%+1,214
HEALTH CARE SELECT SECTOR SPDR FUND
ST STR CARE ETF
08,748+8,74801,2030.11%+1,203
LOWES COS INC(LOW)04,864+4,86401,2000.11%+1,200
INTL. BUSINESS MACHINES CORP(IBM)05,270+5,27001,1590.11%+1,159
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