Coconut Grove Bank
Latest statistics and disclosures from Grove Bank & Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IJH, AAPL, IJR, IVV, and represent 31.09% of Grove Bank & Trust's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$10M), AGG, MSFT, IVV, VTV, IEFA, VTEB, VNQ, USHY, NVO.
- Started 6 new stock positions in INSW, RDVY, CRH, KVUE, BMEA, VLTO.
- Reduced shares in these 10 stocks: IEMG, VWO, ITW, NFLX, ILMN, WDAY, SUB, LMBS, AMGN, IWD.
- Sold out of its positions in Abcam Plc Ads, AES, OUSA, OUSM, ARKK, SLRN, Activision Blizzard, ADUS, AGI, ALGM.
- Grove Bank & Trust was a net buyer of stock by $4.4M.
- Grove Bank & Trust has $544M in assets under management (AUM), dropping by 10.79%.
- Central Index Key (CIK): 0001662212
Tip: Access up to 7 years of quarterly data
Positions held by Coconut Grove Bank consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Grove Bank & Trust
Grove Bank & Trust holds 587 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Grove Bank & Trust has 587 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Grove Bank & Trust Dec. 31, 2023 positions
- Download the Grove Bank & Trust December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard S&p 500 Etf Shs (VOO) | 9.5 | $52M | +24% | 118k | 436.80 |
|
BlackRock Fund Advisors Core S&p Mcp Etf (IJH) | 6.8 | $37M | 133k | 277.15 |
|
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Apple (AAPL) | 6.1 | $33M | 173k | 192.53 |
|
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BlackRock Fund Advisors Core S&p Scp Etf (IJR) | 6.0 | $33M | 303k | 108.25 |
|
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Ishares Core S&p500 Etf (IVV) | 2.7 | $15M | +10% | 30k | 477.64 |
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Ishares Core Msci Eafe (IEFA) | 2.4 | $13M | +5% | 185k | 70.35 |
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Microsoft Corporation (MSFT) | 2.4 | $13M | +13% | 34k | 376.04 |
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Amazon (AMZN) | 2.1 | $12M | +4% | 76k | 151.94 |
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Vanguard ETF/USA Tax Exempt Bd (VTEB) | 1.9 | $10M | +7% | 201k | 51.05 |
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BlackRock Fund Advisors Shrt Nat Mun Etf (SUB) | 1.8 | $9.6M | -5% | 91k | 105.43 |
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State Street ETF/USA Tr Unit (SPY) | 1.6 | $8.9M | -4% | 19k | 475.31 |
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Vanguard ETF/USA Value Etf (VTV) | 1.5 | $7.9M | +17% | 53k | 149.50 |
|
State Street Etf/usa Utser1 S&pdcrp (MDY) | 1.4 | $7.8M | -3% | 15k | 507.38 |
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BlackRock Fund Advisors Core Msci Emkt (IEMG) | 1.2 | $6.6M | -37% | 131k | 50.58 |
|
Ishares/usa Rus 1000 Grw Etf (IWF) | 1.2 | $6.5M | 21k | 303.17 |
|
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BlackRock Fund Advisors Core S&p Ttl Stk (ITOT) | 1.1 | $6.2M | -2% | 59k | 105.23 |
|
Exxon Mobil Corporation (XOM) | 1.1 | $6.1M | -2% | 61k | 99.98 |
|
Vanguard Etf/usa Shrt Trm Corp Bd (VCSH) | 1.1 | $6.1M | 78k | 77.37 |
|
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Alphabet Cap Stk Cl C (GOOG) | 1.1 | $6.0M | +7% | 42k | 140.93 |
|
Ishares/usa National Mun Etf (MUB) | 1.1 | $5.8M | -3% | 54k | 108.41 |
|
BlackRock Fund Advisors Msci Eafe Etf (EFA) | 1.1 | $5.8M | 77k | 75.35 |
|
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NVIDIA Corporation (NVDA) | 1.0 | $5.7M | -2% | 12k | 495.22 |
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First Trust Advisors Fst Low Oppt Eft (LMBS) | 1.0 | $5.5M | -7% | 114k | 48.32 |
|
Vanguard ETF/USA Mid Cap Etf (VO) | 1.0 | $5.4M | +3% | 23k | 232.64 |
|
Vanguard ETF/USA Small Cp Etf (VB) | 0.9 | $5.0M | +6% | 24k | 213.33 |
|
Vanguard ETF/USA Total Bnd Mrkt (BND) | 0.9 | $4.8M | +4% | 65k | 73.55 |
|
Vanguard ETF/USA Real Estate Etf (VNQ) | 0.8 | $4.4M | +16% | 50k | 88.36 |
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Adobe Systems Incorporated (ADBE) | 0.8 | $4.1M | +3% | 6.9k | 596.60 |
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JPMorgan Chase & Co. (JPM) | 0.8 | $4.1M | 24k | 170.10 |
|
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iShares ETFs/USA Core Us Aggbd Et (AGG) | 0.7 | $3.8M | +146% | 39k | 99.25 |
|
Visa Com Cl A (V) | 0.7 | $3.7M | +3% | 14k | 260.35 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $3.6M | 26k | 139.69 |
|
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Servicenow (NOW) | 0.7 | $3.6M | +7% | 5.1k | 706.49 |
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Abbott Laboratories (ABT) | 0.6 | $3.5M | 32k | 110.07 |
|
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UnitedHealth (UNH) | 0.6 | $3.5M | 6.6k | 526.47 |
|
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Eli Lilly & Co. (LLY) | 0.6 | $3.3M | 5.7k | 582.92 |
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iShares ETFs/USA Broad Usd High (USHY) | 0.6 | $3.3M | +22% | 90k | 36.35 |
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Accenture Shs Class A (ACN) | 0.6 | $3.2M | +3% | 9.2k | 350.91 |
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salesforce (CRM) | 0.6 | $3.2M | +4% | 12k | 263.14 |
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Mastercard Cl A (MA) | 0.6 | $3.1M | +5% | 7.2k | 426.51 |
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Johnson & Johnson (JNJ) | 0.6 | $3.0M | 19k | 156.74 |
|
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Home Depot (HD) | 0.5 | $2.9M | 8.3k | 346.55 |
|
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Vanguard ETF/USA Energy Etf (VDE) | 0.5 | $2.9M | +8% | 24k | 117.28 |
|
Select Sector Spdr Energy (XLE) | 0.5 | $2.7M | +11% | 33k | 83.84 |
|
Netflix (NFLX) | 0.5 | $2.7M | -29% | 5.5k | 486.88 |
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Abbvie (ABBV) | 0.5 | $2.6M | 17k | 154.97 |
|
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Chevron Corporation (CVX) | 0.5 | $2.5M | 17k | 149.16 |
|
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Bank of America Corporation (BAC) | 0.4 | $2.4M | -2% | 72k | 33.67 |
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Procter & Gamble Company (PG) | 0.4 | $2.1M | -2% | 15k | 146.54 |
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Ishares Trust Rus 1000 Val Etf (IWD) | 0.4 | $2.1M | -16% | 13k | 165.25 |
|
Vanguard ETF/USA Van Ftse Dev Mkt (VEA) | 0.4 | $2.1M | +20% | 43k | 47.90 |
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BlackRock Fund Advisors Rus Mid Cap Etf (IWR) | 0.4 | $2.0M | 26k | 77.73 |
|
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Airbnb Com Cl A (ABNB) | 0.4 | $2.0M | +7% | 14k | 136.14 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $1.9M | -8% | 48k | 40.21 |
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Philip Morris International (PM) | 0.4 | $1.9M | -7% | 20k | 94.08 |
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Costco Wholesale Corporation (COST) | 0.4 | $1.9M | +2% | 2.9k | 660.08 |
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Thermo Fisher Scientific (TMO) | 0.3 | $1.9M | +2% | 3.5k | 530.79 |
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Vanguard ETF/USA Mcap Vl Idxvip (VOE) | 0.3 | $1.8M | +7% | 13k | 145.01 |
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Vanguard Etf/usa Sm Cp Val Etf (VBR) | 0.3 | $1.8M | +8% | 10k | 179.97 |
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Paypal Holdings (PYPL) | 0.3 | $1.7M | +3% | 28k | 61.41 |
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Ishares Russell 2000 Etf (IWM) | 0.3 | $1.6M | 8.2k | 200.71 |
|
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Autodesk (ADSK) | 0.3 | $1.6M | +6% | 6.7k | 243.48 |
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Vanguard Etf/usa Ftse Emr Mkt Etf (VWO) | 0.3 | $1.6M | -55% | 39k | 41.10 |
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Duke Energy Corp Com New (DUK) | 0.3 | $1.6M | -15% | 16k | 97.04 |
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Pfizer Cl A (ZTS) | 0.3 | $1.6M | +5% | 8.0k | 197.37 |
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ConocoPhillips (COP) | 0.3 | $1.5M | 13k | 116.07 |
|
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Merck & Co (MRK) | 0.3 | $1.5M | -5% | 14k | 109.02 |
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Blackrock Fund Advisors Hdg Msci Eafe (HEFA) | 0.3 | $1.5M | 48k | 31.51 |
|
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American Century ETF Trust Avantis Emgmkt (AVEM) | 0.3 | $1.5M | +33% | 26k | 56.39 |
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Nike CL B (NKE) | 0.3 | $1.5M | 14k | 108.57 |
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Pfizer (PFE) | 0.3 | $1.5M | -8% | 51k | 28.79 |
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Facebook Cl A (META) | 0.3 | $1.4M | +3% | 4.0k | 353.96 |
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Pepsi (PEP) | 0.3 | $1.4M | 8.2k | 169.84 |
|
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Amgen (AMGN) | 0.3 | $1.4M | -23% | 4.7k | 288.02 |
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Verizon Communications (VZ) | 0.3 | $1.4M | -17% | 36k | 37.70 |
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Gartner (IT) | 0.2 | $1.3M | +7% | 3.0k | 451.11 |
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TotalEnergies SE Sponsored Ads (TTE) | 0.2 | $1.3M | -6% | 20k | 67.38 |
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Coca-Cola Company (KO) | 0.2 | $1.3M | -2% | 22k | 58.93 |
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Southern Company (SO) | 0.2 | $1.3M | -4% | 18k | 70.12 |
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National Grid Sponsored Adr Ne (NGG) | 0.2 | $1.2M | +3% | 18k | 67.99 |
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Broadcom (AVGO) | 0.2 | $1.2M | -2% | 1.1k | 1116.25 |
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American Century ETF Trust Intl Eqt Etf (AVDE) | 0.2 | $1.2M | +20% | 20k | 60.44 |
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International Business Machines (IBM) | 0.2 | $1.2M | +51% | 7.5k | 163.55 |
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Berkshire Hathaway Cl B New (BRK.B) | 0.2 | $1.2M | +2% | 3.4k | 356.66 |
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Kimberly-Clark Corporation (KMB) | 0.2 | $1.2M | 9.8k | 121.51 |
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Nextera Energy (NEE) | 0.2 | $1.2M | 19k | 60.74 |
|
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McDonald's Corporation (MCD) | 0.2 | $1.1M | -4% | 3.7k | 296.51 |
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Workday Cl A (WDAY) | 0.2 | $1.1M | -39% | 4.0k | 276.06 |
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Trane Technologies SHS (TT) | 0.2 | $1.0M | 4.3k | 243.90 |
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Eaton Corp SHS (ETN) | 0.2 | $1.0M | -4% | 4.2k | 240.82 |
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Novo Holdings A/S Adr (NVO) | 0.2 | $1.0M | +103% | 9.8k | 103.45 |
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Honeywell International (HON) | 0.2 | $989k | -4% | 4.7k | 209.71 |
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Wal-Mart Stores (WMT) | 0.2 | $982k | 6.2k | 157.65 |
|
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Williams Companies (WMB) | 0.2 | $974k | -6% | 28k | 34.83 |
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Automatic Data Processing (ADP) | 0.2 | $973k | -3% | 4.2k | 232.97 |
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Texas Instruments Incorporated (TXN) | 0.2 | $968k | 5.7k | 170.46 |
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Applied Materials (AMAT) | 0.2 | $964k | +4% | 5.9k | 162.07 |
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Bce Com New (BCE) | 0.2 | $923k | -13% | 23k | 39.38 |
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Vanguard Etf/usa Total Stk Mkt (VTI) | 0.2 | $912k | 3.8k | 237.22 |
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Intuit (INTU) | 0.2 | $909k | 1.5k | 625.03 |
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Vanguard Group Inc/the Short Term Treas (VGSH) | 0.2 | $908k | 16k | 58.33 |
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CSX Corporation (CSX) | 0.2 | $890k | -2% | 26k | 34.67 |
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Utd Parcel Serv CL B (UPS) | 0.2 | $886k | -7% | 5.6k | 157.23 |
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Enbridge (ENB) | 0.2 | $880k | -22% | 24k | 36.02 |
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At&t (T) | 0.2 | $861k | -19% | 51k | 16.78 |
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Advanced Micro Devices (AMD) | 0.2 | $849k | 5.8k | 147.41 |
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Tesla Motors (TSLA) | 0.2 | $845k | 3.4k | 248.48 |
|
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Cisco Systems (CSCO) | 0.2 | $828k | -10% | 16k | 50.52 |
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LyondellBasell Industries NV Shs - A - (LYB) | 0.1 | $796k | -6% | 8.4k | 95.08 |
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Altria (MO) | 0.1 | $790k | -8% | 20k | 40.34 |
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Crown Castle Intl (CCI) | 0.1 | $757k | -32% | 6.6k | 115.19 |
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Dominion Resources (D) | 0.1 | $756k | -15% | 16k | 47.00 |
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Illinois Tool Works (ITW) | 0.1 | $752k | -63% | 2.9k | 261.94 |
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AstraZeneca Sponsored Adr (AZN) | 0.1 | $742k | -4% | 11k | 67.35 |
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US Bancorp Com New (USB) | 0.1 | $737k | -11% | 17k | 43.28 |
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PNC Financial Services (PNC) | 0.1 | $728k | -16% | 4.7k | 154.85 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $720k | -3% | 16k | 43.85 |
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American Electric Power Company (AEP) | 0.1 | $713k | -10% | 8.8k | 81.22 |
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Kraft Foods Cl A (MDLZ) | 0.1 | $710k | 9.8k | 72.43 |
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Micron Technology (MU) | 0.1 | $703k | 8.2k | 85.34 |
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American Express Company (AXP) | 0.1 | $698k | 3.7k | 187.34 |
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Sanofi SA Sponsored Adr (SNY) | 0.1 | $684k | -17% | 14k | 49.73 |
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Cibc Cad (CM) | 0.1 | $676k | -6% | 14k | 48.14 |
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Truist Financial Corp equities (TFC) | 0.1 | $674k | -8% | 18k | 36.92 |
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Gilead Sciences (GILD) | 0.1 | $661k | -7% | 8.2k | 81.01 |
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Deere & Company (DE) | 0.1 | $655k | 1.6k | 399.87 |
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Kroger (KR) | 0.1 | $629k | 14k | 45.71 |
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Lennar Corp Cl A (LEN) | 0.1 | $624k | 4.2k | 149.04 |
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Oracle Corporation (ORCL) | 0.1 | $623k | +38% | 5.9k | 105.43 |
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Ameriprise Financial (AMP) | 0.1 | $622k | -5% | 1.6k | 379.83 |
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Vanguard Etf/usa Div App Etf (VIG) | 0.1 | $617k | 3.6k | 170.40 |
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Tc Energy Corp (TRP) | 0.1 | $614k | -7% | 16k | 39.09 |
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Ishares/usa S&P SML 600 GWT (IJT) | 0.1 | $602k | +7% | 4.8k | 125.14 |
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Medtronic SHS (MDT) | 0.1 | $600k | -9% | 7.3k | 82.38 |
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Huntington Bancshares Incorporated (HBAN) | 0.1 | $593k | -9% | 47k | 12.72 |
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Lowe's Companies (LOW) | 0.1 | $592k | 2.7k | 222.55 |
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Morgan Stanley Com New (MS) | 0.1 | $591k | +173% | 6.3k | 93.25 |
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Walt Disney Company (DIS) | 0.1 | $568k | -5% | 6.3k | 90.29 |
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Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $560k | -24% | 13k | 42.18 |
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Cigna Corp (CI) | 0.1 | $531k | 1.8k | 299.45 |
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Danaher Corporation (DHR) | 0.1 | $527k | -6% | 2.3k | 231.34 |
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Align Technology (ALGN) | 0.1 | $516k | +5% | 1.9k | 274.00 |
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British American Tobacco Sponsored Adr (BTI) | 0.1 | $504k | -19% | 17k | 29.29 |
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Ishares Gold Trust Ishares New (IAU) | 0.1 | $502k | +3% | 13k | 39.03 |
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Unilever Spon Adr New (UL) | 0.1 | $498k | -32% | 10k | 48.48 |
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Ishares U.s. Energy Etf (IYE) | 0.1 | $492k | 11k | 44.12 |
|
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Raytheon Technologies Corp (RTX) | 0.1 | $490k | -12% | 5.8k | 84.14 |
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BlackRock Fund Advisors Ishs 1-5yr Invs (IGSB) | 0.1 | $477k | 9.3k | 51.27 |
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Entergy Corporation (ETR) | 0.1 | $469k | -7% | 4.6k | 101.19 |
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Celanese Corporation (CE) | 0.1 | $456k | 2.9k | 155.37 |
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Motorola Com New (MSI) | 0.1 | $455k | 1.5k | 313.09 |
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Lam Research Corporation (LRCX) | 0.1 | $455k | 581.00 | 783.26 |
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Amcor Ord (AMCR) | 0.1 | $453k | -10% | 47k | 9.64 |
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Caterpillar (CAT) | 0.1 | $451k | 1.5k | 295.67 |
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General Electric Com New (GE) | 0.1 | $419k | 3.3k | 127.63 |
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Qualcomm (QCOM) | 0.1 | $403k | 2.8k | 144.63 |
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PPL Corporation (PPL) | 0.1 | $399k | -24% | 15k | 27.10 |
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Realty Income (O) | 0.1 | $397k | -8% | 6.9k | 57.42 |
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TSMC Sponsored Ads (TSM) | 0.1 | $393k | 3.8k | 104.00 |
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Lockheed Martin Corporation (LMT) | 0.1 | $392k | -9% | 865.00 | 453.25 |
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Valero Energy Corporation (VLO) | 0.1 | $373k | -6% | 2.9k | 130.00 |
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TJX Companies (TJX) | 0.1 | $368k | -2% | 3.9k | 93.81 |
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Intel Corporation (INTC) | 0.1 | $355k | -14% | 7.1k | 50.25 |
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Yum! Brands (YUM) | 0.1 | $352k | -6% | 2.7k | 130.66 |
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Intercontinental Exchange (ICE) | 0.1 | $348k | 2.7k | 128.43 |
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American Tower Reit (AMT) | 0.1 | $340k | -7% | 1.6k | 215.88 |
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Xcel Energy (XEL) | 0.1 | $339k | +266% | 5.5k | 61.91 |
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Kenvue (KVUE) | 0.1 | $334k | NEW | 16k | 21.53 |
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ConAgra Foods (CAG) | 0.1 | $331k | -12% | 12k | 28.66 |
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BlackRock (BLK) | 0.1 | $328k | -7% | 404.00 | 811.80 |
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KLA Corp Com New (KLAC) | 0.1 | $327k | 562.00 | 581.30 |
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Agilent Technologies Inc C ommon (A) | 0.1 | $326k | 2.3k | 139.03 |
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Anthem (ELV) | 0.1 | $324k | +3% | 687.00 | 471.56 |
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Invesco Capital Management S&p500 Eql Wgt (RSP) | 0.1 | $322k | -32% | 2.0k | 157.80 |
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Invesco ETFs/USA Unit Ser 1 (QQQ) | 0.1 | $313k | -5% | 765.00 | 409.52 |
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McKesson Corporation (MCK) | 0.1 | $313k | 675.00 | 462.98 |
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First Trust ETFs/USA Cap Strength Etf (FTCS) | 0.1 | $312k | 3.9k | 80.04 |
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BlackRock Fund Advisors Msci Usa Min Vol (USMV) | 0.1 | $312k | -20% | 4.0k | 78.03 |
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Select Sector Spdr Financial (XLF) | 0.1 | $304k | -33% | 8.1k | 37.60 |
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General Mills (GIS) | 0.1 | $301k | -11% | 4.6k | 65.14 |
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Air Products & Chemicals (APD) | 0.1 | $300k | -2% | 1.1k | 273.80 |
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Nucor Corporation (NUE) | 0.1 | $299k | 1.7k | 174.04 |
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S&p Global (SPGI) | 0.1 | $297k | -10% | 675.00 | 440.52 |
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Marriott International Cl A (MAR) | 0.1 | $295k | +3% | 1.3k | 225.51 |
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Boeing Company (BA) | 0.1 | $290k | +136% | 1.1k | 260.66 |
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Diageo Spon Adr New (DEO) | 0.1 | $288k | -4% | 2.0k | 145.66 |
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CVS Caremark Corporation (CVS) | 0.1 | $287k | -22% | 3.6k | 78.96 |
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Marathon Petroleum Corp (MPC) | 0.1 | $284k | -5% | 1.9k | 148.36 |
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Analog Devices (ADI) | 0.1 | $281k | -2% | 1.4k | 198.56 |
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Travelers Companies (TRV) | 0.1 | $278k | 1.5k | 190.49 |
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Cme (CME) | 0.1 | $272k | 1.3k | 210.60 |
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Reliance Steel & Aluminum (RS) | 0.0 | $271k | 970.00 | 279.68 |
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Paychex (PAYX) | 0.0 | $262k | -13% | 2.2k | 119.11 |
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Schwab ETFs/USA Us Reit Etf (SCHH) | 0.0 | $250k | +315% | 12k | 20.71 |
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Bristol Myers Squibb (BMY) | 0.0 | $247k | -10% | 4.8k | 51.31 |
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Goldman Sachs (GS) | 0.0 | $246k | 637.00 | 385.77 |
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Vanguard Etf/usa Inf Tech Etf (VGT) | 0.0 | $242k | 500.00 | 484.00 |
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GSK Sponsored Adr (GSK) | 0.0 | $234k | -2% | 6.3k | 37.06 |
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BlackRock Fund Advisors Msci Usa Esg Slc (SUSA) | 0.0 | $234k | 2.3k | 100.51 |
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Freeport-mcmor C&g CL B (FCX) | 0.0 | $233k | 5.5k | 42.57 |
|
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Intuitive Surgical Com New (ISRG) | 0.0 | $232k | -8% | 688.00 | 337.36 |
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Cadence Design Systems (CDNS) | 0.0 | $232k | 851.00 | 272.37 |
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Monster Beverage Corp (MNST) | 0.0 | $232k | 4.0k | 57.61 |
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Arthur J. Gallagher & Co. (AJG) | 0.0 | $228k | 1.0k | 224.88 |
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Chubb (CB) | 0.0 | $227k | -10% | 1.0k | 226.00 |
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BP Sponsored Adr (BP) | 0.0 | $227k | -4% | 6.4k | 35.40 |
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BlackRock Fund Advisors Rus Mdcp Val Etf (IWS) | 0.0 | $227k | 1.9k | 116.29 |
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Apple Hospitality REIT Com New (APLE) | 0.0 | $225k | 14k | 16.61 |
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Darden Restaurants (DRI) | 0.0 | $224k | 1.4k | 164.30 |
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Shell Spon Ads (SHEL) | 0.0 | $224k | +73% | 3.4k | 65.80 |
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Union Pacific Corporation (UNP) | 0.0 | $217k | -4% | 883.00 | 245.62 |
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Carrier Global Corporation (CARR) | 0.0 | $216k | 3.8k | 57.45 |
|
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eBay (EBAY) | 0.0 | $213k | 4.9k | 43.62 |
|
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Ingersoll Rand (IR) | 0.0 | $213k | 2.8k | 77.34 |
|
|
Equinix (EQIX) | 0.0 | $207k | 257.00 | 805.39 |
|
|
Amer Intl Grp Com New (AIG) | 0.0 | $207k | 3.0k | 67.75 |
|
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Charles Schwab Investment Management Us Lrg Cap Etf (SCHX) | 0.0 | $206k | 3.7k | 56.40 |
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Icon SHS (ICLR) | 0.0 | $202k | -2% | 712.00 | 283.07 |
|
Voya Financial (VOYA) | 0.0 | $201k | -7% | 2.8k | 72.96 |
|
Hca Holdings (HCA) | 0.0 | $197k | 728.00 | 270.68 |
|
|
Marsh & McLennan Companies (MMC) | 0.0 | $196k | -4% | 1.0k | 189.47 |
|
Blackstone Group Inc Com Cl A (BX) | 0.0 | $193k | 1.5k | 130.92 |
|
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Constellation Energy (CEG) | 0.0 | $186k | 1.6k | 116.89 |
|
|
Fair Isaac Corporation (FICO) | 0.0 | $186k | 160.00 | 1164.01 |
|
|
Vanguard Whitehall High Div Yld (VYM) | 0.0 | $182k | +19% | 1.6k | 111.63 |
|
3M Company (MMM) | 0.0 | $181k | -4% | 1.7k | 109.32 |
|
Waste Management (WM) | 0.0 | $180k | 1.0k | 179.10 |
|
|
SSgA Funds Management Spdr Msci Usa Ge (SHE) | 0.0 | $179k | 1.9k | 95.00 |
|
|
Vanguard ETF/USA Mcap Gr Idxvip (VOT) | 0.0 | $176k | 800.00 | 219.57 |
|
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Charles Schwab Corporation (SCHW) | 0.0 | $176k | -28% | 2.6k | 68.80 |
|
Exelon Corporation (EXC) | 0.0 | $175k | 4.9k | 35.90 |
|
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Owens Corning (OC) | 0.0 | $173k | 1.2k | 148.23 |
|
|
Progressive Corporation (PGR) | 0.0 | $168k | +51% | 1.1k | 159.28 |
|
Emerson Electric (EMR) | 0.0 | $168k | -9% | 1.7k | 97.33 |
|
Otis Worldwide Corp (OTIS) | 0.0 | $165k | -11% | 1.8k | 89.47 |
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $164k | 402.00 | 406.89 |
|
|
ASE Technology Holding Sponsored Ads (ASX) | 0.0 | $161k | 17k | 9.41 |
|
|
Phillips 66 (PSX) | 0.0 | $157k | -2% | 1.2k | 133.14 |
|
Everest Re Group (EG) | 0.0 | $154k | 436.00 | 353.58 |
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Prologis (PLD) | 0.0 | $153k | -27% | 1.1k | 133.30 |
|
Public Storage (PSA) | 0.0 | $153k | 500.00 | 305.00 |
|
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Target Corporation (TGT) | 0.0 | $151k | -23% | 1.1k | 142.42 |
|
BlackRock Fund Advisors S&p Mc 400vl Etf (IJJ) | 0.0 | $149k | -22% | 1.3k | 114.04 |
|
Wells Fargo & Company (WFC) | 0.0 | $148k | 3.0k | 49.22 |
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Metropcs Communications (TMUS) | 0.0 | $148k | -7% | 924.00 | 160.33 |
|
Hdfc Bank Sponsored Ads (HDB) | 0.0 | $146k | 2.2k | 67.11 |
|
|
Toronto-dominion Com New (TD) | 0.0 | $146k | -18% | 2.3k | 64.62 |
|
Palo Alto Networks (PANW) | 0.0 | $146k | 494.00 | 294.88 |
|
|
Icici Bank Adr (IBN) | 0.0 | $145k | 6.1k | 23.84 |
|
|
Linde SHS (LIN) | 0.0 | $145k | -9% | 353.00 | 410.71 |
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Past Filings by Grove Bank & Trust
SEC 13F filings are viewable for Grove Bank & Trust going back to 2015
- Grove Bank & Trust 2023 Q4 filed Jan. 30, 2024
- Grove Bank & Trust 2023 Q3 filed Oct. 30, 2023
- Grove Bank & Trust 2023 Q2 filed July 27, 2023
- Grove Bank & Trust 2023 Q1 filed May 10, 2023
- Grove Bank & Trust 2022 Q4 filed Feb. 3, 2023
- Grove Bank & Trust 2022 Q3 filed Oct. 28, 2022
- Grove Bank & Trust 2022 Q2 filed July 29, 2022
- Grove Bank & Trust 2022 Q1 filed April 22, 2022
- Grove Bank & Trust 2021 Q4 filed Jan. 31, 2022
- Grove Bank & Trust 2021 Q3 filed Oct. 28, 2021
- Grove Bank & Trust 2021 Q2 filed July 28, 2021
- Grove Bank & Trust 2021 Q1 filed April 23, 2021
- Grove Bank & Trust 2020 Q4 filed Feb. 3, 2021
- Grove Bank & Trust 2020 Q3 filed Oct. 30, 2020
- Grove Bank & Trust 2020 Q2 filed July 31, 2020
- Grove Bank & Trust 2020 Q1 filed May 5, 2020