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Essex Savings Bank

Latest statistics and disclosures from Essex Savings Bank's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, XOM, CVX, MSFT, ADP, and represent 22.75% of Essex Savings Bank's stock portfolio.
Added to shares of these 10 stocks: AVGO, IVV, MSFT, AAPL, PG, IVOO, JPM, IVE, AMZN, VOE.
Started 26 new stock positions in HYGV, OGE, GNR, VIOO, CCI, FERG, RUSHA, CTVA, VTES, AJG.
Reduced shares in these 10 stocks: VOO, NVDA, LLY, VTV, IJH, IJR, HD, HSY, JPST, CRWD.
Sold out of its positions in CRWD, SNPE, HSY, SPGP, IBB, J, SMCI, Ferguson Plc F.
Essex Savings Bank was a net buyer of stock by $12M.
Essex Savings Bank has $401M in assets under management (AUM), dropping by 7.86%.
Central Index Key (CIK): 0001752212

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Portfolio Holdings for Essex Savings Bank

Essex Savings Bank holds 282 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Computer Inc. Cmn. Common Stock (AAPL)	6.5	$26M	+2%	112k	233.00	View chart
Exxon Mobil Corporation Common Stock (XOM)	5.2	$21M		179k	117.22	View chart
Chevron Common Stock (CVX)	4.9	$20M		135k	147.27	View chart
Microsoft Common Stock (MSFT)	3.1	$12M	+9%	29k	430.29	View chart
Automatic Data Processing Inc - Taxable Common Stock (ADP)	3.0	$12M		43k	276.72	View chart
Johnson & Johnson Common Stock (JNJ)	2.9	$12M		71k	162.06	View chart
Berkshire Hathaway Inc Del Common Stock (BRK.A)	2.6	$10M		15.00	691180.00	View chart
Lilly Eli & Company Common Stock (LLY)	2.5	$10M	-6%	11k	885.94	View chart
Home Depot Common Stock (HD)	1.7	$6.8M	-7%	17k	405.20	View chart
Jp Morgan Chase & Co Common Stock (JPM)	1.5	$6.1M	+11%	29k	210.86	View chart
Amazon Common Stock (AMZN)	1.5	$6.1M	+8%	33k	186.33	View chart
Procter & Gamble Common Stock (PG)	1.5	$5.9M	+13%	34k	173.20	View chart
Ishares Tr S&p 500 Index Exchange Traded Fds-equity (IVV)	1.5	$5.9M	+169%	10k	576.82	View chart
Nvidia Corp Common Stock (NVDA)	1.4	$5.8M	-16%	48k	121.44	View chart
Alphabet Common Stock (GOOG)	1.4	$5.5M		33k	167.19	View chart
Target Corporation Common Stock (TGT)	1.3	$5.1M		33k	155.86	View chart
Vanguard Index Fds S&p 500 Etf Exchange Traded Fds-equity (VOO)	1.2	$4.8M	-42%	9.1k	527.66	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	1.2	$4.8M	+5%	10k	460.26	View chart
Broadcom Common Stock (AVGO)	1.1	$4.4M	+906%	26k	172.50	View chart
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)	1.1	$4.3M	+2%	26k	165.85	View chart
Visa Inc Com Cl A Common Stock (V)	1.1	$4.2M		15k	274.94	View chart
Verisk Analytics Inc Cl A Common Stock (VRSK)	1.0	$4.2M		16k	267.95	View chart
Merck & Co Common Stock (MRK)	1.0	$3.8M	+8%	34k	113.56	View chart
Pepsico Common Stock (PEP)	0.9	$3.7M	+3%	22k	170.05	View chart
Wal-mart Common Stock (WMT)	0.9	$3.7M		46k	80.75	View chart
Invesco Qqq Tr Unit Ser 1 Exchange Traded Fds-equity (QQQ)	0.8	$3.3M	-5%	6.7k	488.07	View chart
Rtx Corporation Common Stock (RTX)	0.8	$3.1M	-8%	25k	121.16	View chart
Spdr Tr Unit Ser 1 Exchange Traded Fds-equity (SPY)	0.8	$3.0M		5.3k	573.76	View chart
Facebook Inc Cl A Common Stock (META)	0.7	$3.0M		5.2k	572.44	View chart
Vanguard Tax-managed Fd Europe Pac Etf Exchange Traded Fds-equity (VEA)	0.7	$2.8M		52k	52.81	View chart
Abbvie Common Stock (ABBV)	0.7	$2.7M	+6%	14k	197.48	View chart
Caterpillar Common Stock (CAT)	0.6	$2.4M	+3%	6.2k	391.11	View chart
Deere & Co Common Stock (DE)	0.6	$2.3M		5.5k	417.32	View chart
Mcdonalds Corp Common Stock (MCD)	0.6	$2.2M	+10%	7.3k	304.51	View chart
Vanguard Mid Cap Etf Exchange Traded Fds-equity (VO)	0.5	$2.2M		8.2k	263.82	View chart
Trane Technologies Foreign Equities (TT)	0.5	$2.2M		5.6k	388.72	View chart
Ishares Tr Russell 2000 Exchange Traded Fds-equity (IWM)	0.5	$2.1M		9.7k	220.89	View chart
Stryker Corp Common Stock (SYK)	0.5	$2.1M		5.8k	361.26	View chart
Mastercard Incorporated Cl A Common Stock (MA)	0.5	$2.1M	+7%	4.2k	493.79	View chart
Adobe Common Stock (ADBE)	0.5	$2.0M		3.9k	517.77	View chart
Vanguard Whitehall Fds High Dividend Yield Etf Exchange Traded Fds-equity (VYM)	0.5	$2.0M	+4%	16k	128.20	View chart
Moodys Corp Common Stock (MCO)	0.5	$2.0M		4.1k	474.58	View chart
Lockheed Martin Corp Common Stock (LMT)	0.5	$2.0M	+15%	3.3k	584.55	View chart
Cisco Common Stock (CSCO)	0.5	$1.9M	-3%	36k	53.22	View chart
Blackrock Common Stock (BLK)	0.5	$1.8M	+2%	1.9k	949.50	View chart
Intl Business Machines Common Stock (IBM)	0.4	$1.8M		8.0k	221.08	View chart
Union Pac Corp Common Stock (UNP)	0.4	$1.8M	+3%	7.2k	246.48	View chart
Ishares Tr Core S&p Ttl Stk Exchange Traded Fds-equity (ITOT)	0.4	$1.8M	-14%	14k	125.62	View chart
Vanguard Index Fds Small Cp Etf Exchange Traded Fds-equity (VB)	0.4	$1.7M		7.3k	237.21	View chart
Colgate Palmolive Common Stock (CL)	0.4	$1.7M	+28%	17k	103.81	View chart
Ishares Tr S&p 500 Grwt Etf Exchange Traded Fds-equity (IVW)	0.4	$1.7M		18k	95.75	View chart
Accenture Plc Ireland Shs Class A Foreign Equities (ACN)	0.4	$1.7M		4.7k	353.47	View chart
General Dynamics Corporation Common Stock (GD)	0.4	$1.7M		5.5k	302.19	View chart
Costco Whsl Corp Common Stock (COST)	0.4	$1.6M	-2%	1.9k	886.51	View chart
Kimberly - Clark Corp Common Stock (KMB)	0.4	$1.6M	-6%	12k	142.28	View chart
Ishares Tr S&p Small Cap 600 Index Exchange Traded Fds-equity (IJR)	0.4	$1.6M	-25%	14k	116.96	View chart
Norfolk Southern Corp Common Stock (NSC)	0.4	$1.6M		6.4k	248.50	View chart
Vanguard Scottsdale Fds Inter Term Treas Exchange Traded Fds-other (VGIT)	0.4	$1.6M	+5%	26k	60.42	View chart
Vanguard Admiral Fds Inc 500 Grth Idx F Exchange Traded Fds-equity (VOOG)	0.4	$1.5M	+3%	4.5k	345.28	View chart
Palo Alto Networks Common Stock (PANW)	0.4	$1.5M	+5%	4.5k	341.79	View chart
Unitedhealth Group Common Stock (UNH)	0.4	$1.5M		2.6k	584.66	View chart
Jp Morgan Etf Ultra Short Income Exchange Traded Fds-other (JPST)	0.4	$1.4M	-20%	29k	50.74	View chart
Schwab Charles Corp Common Stock (SCHW)	0.4	$1.4M	-6%	22k	64.81	View chart
Pfizer Common Stock (PFE)	0.4	$1.4M	-2%	49k	28.93	View chart
L3harris Technologies Common Stock (LHX)	0.4	$1.4M		5.9k	237.87	View chart
Ishares Tr Index Russell1000grw Exchange Traded Fds-equity (IWF)	0.4	$1.4M		3.8k	375.38	View chart
Vanguard Specialized Port Divd Apprec Indx Etf Exchange Traded Fds-equity (VIG)	0.4	$1.4M		7.1k	198.06	View chart
Amgen Common Stock (AMGN)	0.3	$1.4M	+3%	4.2k	322.20	View chart
Oracle Corporation Common Stock (ORCL)	0.3	$1.4M		8.0k	170.40	View chart
Danaher Corporation Common Stock (DHR)	0.3	$1.4M		4.9k	278.01	View chart
Coca Cola Common Stock (KO)	0.3	$1.3M	+3%	19k	71.86	View chart
Honeywell Intl Common Stock (HON)	0.3	$1.3M	+5%	6.1k	206.71	View chart
Netflix Common Stock (NFLX)	0.3	$1.3M	-3%	1.8k	709.25	View chart
Salesforce Common Stock (CRM)	0.3	$1.2M	+5%	4.6k	273.70	View chart
Vanguard Total Stk Mkt Etf Exchange Traded Fds-equity (VTI)	0.3	$1.2M	+4%	4.4k	283.15	View chart
Cigna Corp Common Stock (CI)	0.3	$1.2M		3.4k	346.44	View chart
Disney Walt Common Stock (DIS)	0.3	$1.2M		12k	96.19	View chart
Cvs Corp. Common Stock (CVS)	0.3	$1.2M	-3%	18k	62.88	View chart
Nextera Energy Common Stock (NEE)	0.3	$1.1M	+27%	14k	84.53	View chart
Emerson Electric Common Stock (EMR)	0.3	$1.1M	-16%	11k	109.37	View chart
Eaton Corp Cmn Foreign Equities (ETN)	0.3	$1.1M	+4%	3.4k	331.44	View chart
Ishares Dividend Growth Etf Exchange Traded Fds-equity (DGRO)	0.3	$1.1M		18k	62.68	View chart
Ishares Tr S&p Midcap 400 Exchange Traded Fds-equity (IJH)	0.3	$1.1M	-35%	17k	62.31	View chart
Illinois Tool Wks Common Stock (ITW)	0.3	$1.1M	+2%	4.1k	262.07	View chart
Cummins Common Stock (CMI)	0.3	$1.1M	+32%	3.3k	323.78	View chart
Novo-nordisk A S Foreign Equities (NVO)	0.3	$1.1M		8.9k	119.07	View chart
Wells Fargo & Co Common Stock (WFC)	0.3	$1.1M		19k	56.49	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.3	$1.1M	+10%	1.7k	618.56	View chart
Grainger W.w Common Stock (GWW)	0.3	$1.0M		993.00	1038.80	View chart
Aflac Common Stock (AFL)	0.3	$1.0M		9.2k	111.80	View chart
Goldman Sachs Common Stock (GS)	0.2	$986k	+20%	2.0k	495.09	View chart
Mondelez Intl Inc Cl A Common Stock (MDLZ)	0.2	$972k	+5%	13k	73.67	View chart
Southern Company Common Stock (SO)	0.2	$956k	+12%	11k	90.18	View chart
Ishares Inc Core Msci Emkt Exchange Traded Fds-equity (IEMG)	0.2	$948k		17k	57.40	View chart
Sonoco Prods Common Stock (SON)	0.2	$917k		17k	54.63	View chart
Vanguard Scottsdale Fds Short Term Treas Exchange Traded Fds-other (VGSH)	0.2	$915k	+7%	16k	59.02	View chart
Conocophillips Common Stock (COP)	0.2	$905k		8.6k	105.28	View chart
Ishares Tr Index Msci Eafe Idx Exchange Traded Fds-equity (EFA)	0.2	$904k	+2%	11k	83.63	View chart
Vanguard Index Fds Value Etf Exchange Traded Fds-equity (VTV)	0.2	$888k	-41%	5.1k	174.57	View chart
3m Company Common Stock (MMM)	0.2	$876k	+8%	6.4k	136.70	View chart
Ishares Tr S&p 500 Val Etf Exchange Traded Fds-equity (IVE)	0.2	$866k	+226%	4.4k	197.17	View chart
United Parcel Service Cl B Common Stock (UPS)	0.2	$866k	-2%	6.4k	136.34	View chart
Bristol Myers Squibb Common Stock (BMY)	0.2	$864k	+6%	17k	51.74	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	0.2	$858k	-2%	21k	41.77	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$847k		7.3k	115.30	View chart
Ecolab Common Stock (ECL)	0.2	$830k		3.3k	255.33	View chart
Tesla Mtrs Common Stock (TSLA)	0.2	$818k		3.1k	261.62	View chart
Qualcomm Common Stock (QCOM)	0.2	$807k		4.7k	170.05	View chart
American Express Common Stock (AXP)	0.2	$786k	-3%	2.9k	271.19	View chart
Dupont De Nemours Common Stock (DD)	0.2	$771k		8.7k	89.11	View chart
Ishares Tr Core Msci Eafe Exchange Traded Fds-equity (IEFA)	0.2	$770k		9.9k	78.04	View chart
Dover Corp Common Stock (DOV)	0.2	$765k	-2%	4.0k	191.74	View chart
Cheniere Energy Common Stock (LNG)	0.2	$756k		4.2k	179.84	View chart
Vanguard Intl Equity Index Femr Mkt Etf Exchange Traded Fds-equity (VWO)	0.2	$747k	+16%	16k	47.84	View chart
Ishares Tr Russell Midcap Index Exchange Traded Fds-equity (IWR)	0.2	$745k		8.4k	88.14	View chart
Verizon Communications Common Stock (VZ)	0.2	$738k	+9%	16k	44.90	View chart
Asml Holding Nv Ny Reg Foreign Equities (ASML)	0.2	$737k		884.00	833.25	View chart
Phillips 66 Common Stock (PSX)	0.2	$727k		5.5k	131.45	View chart
Ishares Tr National Mun Etf Etf - Tax Exempt (MUB)	0.2	$714k		6.6k	108.63	View chart
Boeing Common Stock (BA)	0.2	$709k		4.7k	152.04	View chart
Starbucks Corp Common Stock (SBUX)	0.2	$707k		7.3k	97.49	View chart
Freeport-mcmoran Copper & Gold Common Stock (FCX)	0.2	$706k	-7%	14k	49.91	View chart
Iron Mtn Common Stock (IRM)	0.2	$696k		5.9k	118.83	View chart
Vanguard Scottsdale Fds Long Term Treas Exchange Traded Fds-other (VGLT)	0.2	$688k		11k	61.54	View chart
Chubb Foreign Equities (CB)	0.2	$660k		2.3k	288.38	View chart
Abbott Labs Common Stock (ABT)	0.2	$653k	+14%	5.7k	114.01	View chart
Vanguard Admiral Fds Inc Midcp 400 Idx Exchange Traded Fds-equity (IVOO)	0.2	$649k	NEW	6.1k	105.63	View chart
Invesco Etf S&p 500 Equal Weight Exchange Traded Fds-equity (RSP)	0.2	$647k	+15%	3.6k	179.16	View chart
Taiwan Semiconductor Mfg Foreign Equities (TSM)	0.2	$638k		3.7k	173.67	View chart
Advanced Micro Devices Common Stock (AMD)	0.2	$630k		3.8k	164.08	View chart
Nike Inc Cl B Common Stock (NKE)	0.2	$615k	-28%	7.0k	88.40	View chart
Flexshares Tr Esg & Clm Us Lrg Exchange Traded Fds-equity (FEUS)	0.2	$614k		9.5k	64.63	View chart
General Electric Common Stock (GE)	0.2	$611k	+59%	3.2k	188.57	View chart
Ishares Tr Index Russell Mcp Gr Exchange Traded Fds-equity (IWP)	0.1	$598k		5.1k	117.29	View chart
Pnc Finl Svcs Group Common Stock (PNC)	0.1	$589k		3.2k	184.85	View chart
Ishares Core S&p Value Exchange Traded Fds-equity (IUSV)	0.1	$585k		6.1k	95.49	View chart
St Paul Travelers Cos Common Stock (TRV)	0.1	$583k	+56%	2.5k	234.12	View chart
Us Bancorp Del Common Stock (USB)	0.1	$555k	+2%	12k	45.72	View chart
Ingersoll Rand Common Stock (IR)	0.1	$551k		5.6k	98.16	View chart
Altria Group Common Stock (MO)	0.1	$539k	-10%	11k	51.04	View chart
Air Prods & Chems Common Stock (APD)	0.1	$539k	+2%	1.8k	297.73	View chart
Carrier Global Corporation Common Stock (CARR)	0.1	$532k	+2%	6.6k	80.49	View chart
Servicenow Common Stock (NOW)	0.1	$521k		583.00	894.36	View chart
Arista Networks Common Stock (ANET)	0.1	$521k		1.4k	383.82	View chart
Proshares Tr S&p 500 Dv Arist Exchange Traded Fds-equity (NOBL)	0.1	$520k		4.9k	106.76	View chart
Texas Instruments Common Stock (TXN)	0.1	$516k		2.5k	206.56	View chart
Vanguard Russell 1000 Value Etf Exchange Traded Fds-equity (VONV)	0.1	$507k	-4%	6.1k	83.33	View chart
Ishares Tr Russell1000val Exchange Traded Fds-equity (IWD)	0.1	$500k		2.6k	189.80	View chart
Tjx Cos Common Stock (TJX)	0.1	$498k		4.2k	117.54	View chart
Realty Income Corp Common Stock (O)	0.1	$496k	+12%	7.8k	63.42	View chart
Paychex Common Stock (PAYX)	0.1	$492k		3.7k	134.19	View chart
Constellation Energy Corp Common Stock (CEG)	0.1	$486k	+30%	1.9k	260.01	View chart
Ishares Tr Msci Val Idx Exchange Traded Fds-equity (EFV)	0.1	$483k		8.4k	57.52	View chart
White Mtns Ins Group Foreign Equities (WTM)	0.1	$482k		284.00	1696.19	View chart
Lowes Companies Common Stock (LOW)	0.1	$481k		1.8k	270.83	View chart
At&t Common Stock (T)	0.1	$476k	+2%	22k	22.00	View chart
Uber Technologies Common Stock (UBER)	0.1	$469k		6.2k	75.15	View chart
Astrazeneca Foreign Equities (AZN)	0.1	$454k	+7%	5.8k	77.90	View chart
Vanguard Index Fds Mcap Vl Idxvip Exchange Traded Fds-equity (VOE)	0.1	$452k	NEW	2.7k	167.67	View chart
Bhp Billiton Foreign Equities (BHP)	0.1	$451k	-15%	7.3k	62.11	View chart
Valero Energy Corp Common Stock (VLO)	0.1	$446k		3.3k	135.03	View chart
Novartis A G Foreign Equities (NVS)	0.1	$444k	+45%	3.9k	115.02	View chart
Kkr & Co Common Stock (KKR)	0.1	$442k		3.4k	130.58	View chart
Philip Morris Intl Common Stock (PM)	0.1	$442k	-15%	3.6k	121.40	View chart
American Electric Power Common Stock (AEP)	0.1	$439k	+26%	4.3k	102.60	View chart
Schwab Strategic Tr Us Dividend Eq Exchange Traded Fds-equity (SCHD)	0.1	$438k		5.2k	84.53	View chart
Schwab Strategic Tr Us Lrg Cap Etf Exchange Traded Fds-equity (SCHX)	0.1	$432k	-7%	6.4k	67.85	View chart
Avery Dennison Corp Common Stock (AVY)	0.1	$429k		1.9k	220.76	View chart
Vanguard Admiral Fds Inc Smllcp 600 Idx Exchange Traded Fds-equity (VIOO)	0.1	$421k	NEW	3.9k	108.18	View chart
Ishares Tr Index Dj Sel Div Inx Exchange Traded Fds-equity (DVY)	0.1	$417k	-2%	3.1k	135.07	View chart
Ishares Gold Trust Exchange Traded Fds-equity (IAU)	0.1	$413k		8.3k	49.70	View chart
Northrop Grumman Corp Common Stock (NOC)	0.1	$410k		776.00	528.07	View chart
Ishares Tr Dj Us Tech Sec Exchange Traded Fds-equity (IYW)	0.1	$406k		2.7k	151.62	View chart
Metlife Common Stock (MET)	0.1	$402k		4.9k	82.47	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$401k	-16%	10k	39.68	View chart
Fedex Corp Common Stock (FDX)	0.1	$401k	+4%	1.5k	273.66	View chart
Vanguard Scottsdale Fds S/t Corp Bd Index Etf Exchange Traded Fds-other (VCSH)	0.1	$400k		5.0k	79.42	View chart
Intel Common Stock (INTC)	0.1	$396k	-13%	17k	23.45	View chart
Gilead Sciences Common Stock (GILD)	0.1	$393k		4.7k	83.84	View chart
Shell Plc Sponsored Adr Representing B Shrs Foreign Equities (SHEL)	0.1	$391k	+20%	5.9k	65.95	View chart
Fidelity National Financial Fnf Group Common Stock (FNF)	0.1	$389k		6.3k	62.06	View chart
Intuit Common Stock (INTU)	0.1	$388k	-4%	624.00	621.00	View chart
Kenvue Common Stock (KVUE)	0.1	$387k	-11%	17k	23.12	View chart
Hca Hldgs Common Stock (HCA)	0.1	$386k		950.00	406.42	View chart
Corning Common Stock (GLW)	0.1	$385k		8.5k	45.15	View chart
Spdr Gold Trust Gold Exchange Traded Fds-other (GLD)	0.1	$382k	-3%	1.6k	243.06	View chart
Blackstone Group Inc Com Cl A Common Stock (BX)	0.1	$363k	+15%	2.4k	153.13	View chart
Otis Worldwide Corp Common Stock (OTIS)	0.1	$361k		3.5k	103.94	View chart
Schwab Strategic Tr Us Brd Mkt Etf Exchange Traded Fds-other (SCHB)	0.1	$349k	-30%	5.2k	66.51	View chart
Clear Secure Inc Com Cl A Common Stock (YOU)	0.1	$348k	NEW	11k	33.13	View chart
Marriott Intl Inc New Cl A Common Stock (MAR)	0.1	$347k		1.4k	248.59	View chart
Proshares Tr S&p Mdcp 400 Div Exchange Traded Fds-equity (REGL)	0.1	$345k		4.2k	81.78	View chart
Aercap Holdings Nv Foreign Equities (AER)	0.1	$344k		3.6k	94.72	View chart
Clorox Co Del Common Stock (CLX)	0.1	$342k		2.1k	162.91	View chart
Lennar Corp Common Stock (LEN)	0.1	$340k		1.8k	187.48	View chart
Packaging Corp Amer Common Stock (PKG)	0.1	$337k		1.6k	215.40	View chart
Diageo P L C Foreign Equities (DEO)	0.1	$336k	-9%	2.4k	140.34	View chart
Sherwin Williams Common Stock (SHW)	0.1	$336k	+3%	880.00	381.65	View chart
I Shares Us Treasury Bond Etf Exchange Traded Fds-other (GOVT)	0.1	$329k	+44%	14k	23.45	View chart
Schwab Strategic Intl Equityetf Exchange Traded Fds-other (SCHF)	0.1	$328k	+12%	8.0k	41.11	View chart
State Street Corp Common Stock (STT)	0.1	$327k		3.7k	88.47	View chart
Flexshares Trust International Quality Div Exchange Traded Fds-equity (IQDF)	0.1	$326k	NEW	12k	26.29	View chart
T. Rowe Price Group Common Stock (TROW)	0.1	$326k	+33%	3.0k	108.93	View chart
Morgan Stanley Dean Witter Common Stock (MS)	0.1	$326k		3.1k	104.23	View chart
J P Morgan Exchange-traded Fultra Sht Muncpl Mutual Funds-tax Exempt (JMST)	0.1	$322k	+4%	6.3k	50.93	View chart
Marsh & Mclennan Cos Common Stock (MMC)	0.1	$321k		1.4k	223.08	View chart
Ishares Tr Msci Acwi Indx Exchange Traded Fds-equity (ACWI)	0.1	$315k		2.6k	119.55	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.1	$315k	+12%	677.00	465.06	View chart
Exelon Corp Common Stock (EXC)	0.1	$313k	+10%	7.7k	40.54	View chart
Dow Common Stock (DOW)	0.1	$310k		5.7k	54.63	View chart
American Tower Corp Common Stock (AMT)	0.1	$305k	+18%	1.3k	232.55	View chart
Boston Scientific Corp Common Stock (BSX)	0.1	$305k	+36%	3.6k	83.80	View chart
Ishares Tr Msci Grw Idx Exchange Traded Fds-equity (EFG)	0.1	$301k	-3%	2.8k	107.65	View chart
Ppg Inds Common Stock (PPG)	0.1	$298k	-2%	2.2k	132.44	View chart
Citigroup Common Stock (C)	0.1	$296k		4.7k	62.60	View chart
Spdr Ser Tr Portfolio Sm Etf Exchange Traded Fds-equity (SPSM)	0.1	$295k		6.5k	45.50	View chart
Sysco Corp Common Stock (SYY)	0.1	$293k	-11%	3.8k	78.06	View chart
Linde Plc Com Euro .001 Foreign Equities (LIN)	0.1	$293k		615.00	476.83	View chart
Vaneck Etf Trust Mrngstr Wde Moat Exchange Traded Fds-other (MOAT)	0.1	$292k	-3%	3.0k	96.95	View chart
Medtronic Foreign Equities (MDT)	0.1	$291k	-3%	3.2k	90.03	View chart
Vanguard Total Bond Market Etf Exchange Traded Fds-other (BND)	0.1	$286k		3.8k	75.11	View chart
Unilever Foreign Equities (UL)	0.1	$286k		4.4k	64.95	View chart
Ishares Tr Core High Dv Etf Exchange Traded Fds-equity (HDV)	0.1	$286k	NEW	2.4k	117.62	View chart
Ishares Tr Usa Min Vol Etf Exchange Traded Fds-equity (USMV)	0.1	$281k		3.1k	91.31	View chart
Parker Hannifin Corp Common Stock (PH)	0.1	$278k		440.00	631.80	View chart
Laboratory Corp Amer Hldgs Common Stock (LH)	0.1	$278k		1.2k	223.48	View chart
Spdr Series Trust S&p Divid Etf Exchange Traded Fds-equity (SDY)	0.1	$277k		1.9k	142.04	View chart
Fluor Corp. Common Stock (FLR)	0.1	$275k		5.8k	47.70	View chart
Bp Amoco Plc Ads Foreign Equities (BP)	0.1	$273k		8.7k	31.38	View chart
Dominion Energy Common Stock (D)	0.1	$272k	+11%	4.7k	57.79	View chart
Waste Management Inc Del Common Stock (WM)	0.1	$269k		1.3k	207.59	View chart
Pacer Fds Tr Us Cash Cows 100 Exchange Traded Fds-equity (COWZ)	0.1	$268k		4.6k	57.83	View chart
Brookfield Asset Mgmt Foreign Equities (BN)	0.1	$267k		5.0k	53.15	View chart
Ishares Tr Usa Quality Fctr Exchange Traded Fds-equity (QUAL)	0.1	$267k		1.5k	179.30	View chart
Spdr Index Shs Fds Glb Nat Resrce Exchange Traded Fds-equity (GNR)	0.1	$267k	NEW	4.6k	57.67	View chart
Teva Pharmaceutical Indus Foreign Equities (TEVA)	0.1	$266k		15k	18.02	View chart
Invesco Exch Traded Fd Tr Iis&p500 Low Vol Exchange Traded Fds-other (SPLV)	0.1	$265k		3.7k	71.72	View chart
Spdr S & P Midcap Etf Exchange Traded Fds-equity (MDY)	0.1	$264k		464.00	569.64	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$264k	-2%	537.00	491.25	View chart
Vanguard Charlotte Fds Totalintl Bd Index Fd Etf Exchange Traded Fds-other (BNDX)	0.1	$263k	+19%	5.2k	50.27	View chart
Ishares Tr Russell Midcap Value Index Fund Exchange Traded Fds-equity (IWS)	0.1	$259k		2.0k	132.25	View chart
Canadian Pac Ry Foreign Equities (CP)	0.1	$259k		3.0k	85.54	View chart
J P Morgan Exchange Traded Fhedged Equity La Exchange Traded Fds-equity (HELO)	0.1	$258k	NEW	4.2k	61.13	View chart
United Rentals Common Stock (URI)	0.1	$255k		315.00	809.71	View chart
Vanguard Wellington Fd Short Trm Tax Ex Etf - Tax Exempt (VTES)	0.1	$253k	NEW	2.5k	101.42	View chart
Allegion Pub Ltd Co Ord Foreign Equities (ALLE)	0.1	$251k		1.7k	145.74	View chart
Crown Castle Common Stock (CCI)	0.1	$251k	NEW	2.1k	118.63	View chart
Cms Energy Corp Common Stock (CMS)	0.1	$250k		3.5k	70.63	View chart
Prologis Common Stock (PLD)	0.1	$249k		2.0k	126.28	View chart
Ishares Tr Phlx Semicnd Etf Exchange Traded Fds-equity (SOXX)	0.1	$248k		1.1k	230.59	View chart
Vanguard Bd Index Fd Inc Intermed Term Exchange Traded Fds-equity (BIV)	0.1	$245k	+13%	3.1k	78.37	View chart
Lam Research Corp Common Stock (LRCX)	0.1	$244k		299.00	816.07	View chart
Schlumberger Foreign Equities (SLB)	0.1	$241k	+18%	5.8k	41.95	View chart
I Shares Tr S&p 100 Etf Exchange Traded Fds-equity (OEF)	0.1	$241k		870.00	276.76	View chart
Spdr Ser Tr Prtflo S&p500 Vl Exchange Traded Fds-equity (SPYV)	0.1	$239k	-19%	4.5k	52.86	View chart
Elevance Health Common Stock (ELV)	0.1	$236k		454.00	520.00	View chart
Spdr Series Trust S&p Biotech Exchange Traded Fds-equity (XBI)	0.1	$236k	NEW	2.4k	98.80	View chart
Ishares Tr Dj Pharma Indx Exchange Traded Fds-equity (IHE)	0.1	$233k		3.3k	70.61	View chart
Intercontinentalexchange Inccom Common Stock (ICE)	0.1	$230k	NEW	1.4k	160.64	View chart
Gallagher Arthur J & Co Common Stock (AJG)	0.1	$230k	NEW	817.00	281.35	View chart
Bank New York Mellon Corp Common Stock (BK)	0.1	$228k	NEW	3.2k	71.86	View chart
Fidelity Natl Information Svcom Common Stock (FIS)	0.1	$226k	NEW	2.7k	83.75	View chart
Ishares Tr Expanded Tech Exchange Traded Fds-equity (IGV)	0.1	$226k		2.5k	89.37	View chart
Ishares Tr Usd Inv Grde Etf Exchange Traded Fds-other (USIG)	0.1	$224k		4.3k	52.58	View chart
Tr Avantis Exchange Traded Fds-equity (AVUV)	0.1	$224k		2.3k	95.95	View chart
Wisdomtree Trust Smlcap Earn Exchange Traded Fds-equity (EES)	0.1	$222k	NEW	4.2k	52.75	View chart
Vanguard Star Fd Vg Tl Intl Stk F Exchange Traded Fds-equity (VXUS)	0.1	$219k		3.4k	64.74	View chart
Analog Devices Common Stock (ADI)	0.1	$219k	-4%	950.00	230.17	View chart
Oge Energy Corp Common Stock (OGE)	0.1	$217k	NEW	5.3k	41.02	View chart
Corteva Common Stock (CTVA)	0.1	$217k	NEW	3.7k	58.79	View chart
Ferguson Foreign Equities (FERG)	0.1	$216k	NEW	1.1k	198.57	View chart
Equinix Common Stock (EQIX)	0.1	$215k	NEW	242.00	887.62	View chart
Wisdomtree Trust Midcap Divi Exchange Traded Fds-equity (DON)	0.1	$215k	NEW	4.2k	51.13	View chart
Rush Enterprises Inc Cl A Common Stock (RUSHA)	0.1	$214k	NEW	4.1k	52.83	View chart
Vanguard Bd Index Fd Inc Short Trm Bond Exchange Traded Fds-other (BSV)	0.1	$210k	-4%	2.7k	78.69	View chart
Autodesk Common Stock (ADSK)	0.1	$209k	NEW	760.00	275.45	View chart
Technology Select Sector Exchange Traded Fds-equity (XLK)	0.1	$209k	NEW	927.00	225.73	View chart
Flexshares Tr Hig Yld Vl Etf Exchange Traded Fds-equity (HYGV)	0.1	$207k	NEW	5.0k	41.66	View chart
Haleon Plc Spnsd Foreign Equities (HLN)	0.0	$159k		15k	10.58	View chart
Dnp Select Income Fund Exchange Traded Fds-other (DNP)	0.0	$102k		10k	10.04	View chart
Wipro Ltd Spons Foreign Equities (WIT)	0.0	$89k		14k	6.48	View chart
Ambev Sa Foreign Equities (ABEV)	0.0	$47k	NEW	19k	2.44	View chart

Past Filings by Essex Savings Bank

SEC 13F filings are viewable for Essex Savings Bank going back to 2018

Essex Savings Bank 2024 Q3 filed Nov. 1, 2024
Essex Savings Bank 2024 Q2 filed July 23, 2024
Essex Savings Bank 2024 Q1 filed April 22, 2024
Essex Savings Bank 2023 Q4 filed Jan. 22, 2024
Essex Savings Bank 2023 Q3 filed Oct. 12, 2023
Essex Savings Bank 2023 Q2 filed July 19, 2023
Essex Savings Bank 2023 Q1 filed April 24, 2023
Essex Savings Bank 2022 Q4 filed Jan. 18, 2023
Essex Savings Bank 2022 Q3 filed Oct. 19, 2022
Essex Savings Bank 2022 Q2 filed July 19, 2022
Essex Savings Bank 2022 Q1 filed May 3, 2022
Essex Savings Bank 2021 Q4 filed Feb. 23, 2022
Essex Savings Bank 2021 Q3 filed Oct. 20, 2021
Essex Savings Bank 2021 Q2 filed July 29, 2021
Essex Savings Bank 2021 Q1 filed April 22, 2021
Essex Savings Bank 2020 Q4 filed Feb. 3, 2021

View all past filings

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