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Union Savings Bank

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

Top 5 stock holdings are SPHQ, BRK.A, SPY, IJH, MSFT, and represent 35.58% of Union Savings Bank's stock portfolio.
Added to shares of these 10 stocks: SPHQ, NVDA, BND, ESGV, GVI, META, VSGX, ENB, IWR, BNDX.
Started 11 new stock positions in SPG, ESGV, GEV, IXP, SOLV, DLR, TRFK, BNDX, VXUS, XLC. VSGX.
Reduced shares in these 10 stocks: LLY, VYM, MSFT, AAPL, CVS, VIG, MUB, TGT, IJH, JNJ.
Sold out of its positions in FTV, IR, TIP, IJT, KVUE, KD, VLO, WBA, XEL, TT.
Union Savings Bank was a net seller of stock by $-368k.
Union Savings Bank has $191M in assets under management (AUM), dropping by -0.41%.
Central Index Key (CIK): 0001985855

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Portfolio Holdings for Union Savings Bank

Union Savings Bank holds 297 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco S&p 500 Quality Etf Etf - Large Cap (SPHQ)	10.5	$20M	+11%	314k	63.54	View chart
Berkshire Hathaway Common Stock (BRK.A)	10.3	$20M		32.00	612241.00	View chart
Spdr S&p 500 Etf Trust Etf - Large Cap (SPY)	5.5	$11M		19k	544.21	View chart
Ishares Core S&p Mid-cap Etf Etf - Mid Cap (IJH)	5.2	$10M		171k	58.52	View chart
Microsoft Corp Common Stock (MSFT)	4.0	$7.7M	-3%	17k	446.95	View chart
Vanguard High Dividend Yield Etf Etf - Large Cap (VYM)	3.1	$5.9M	-4%	49k	118.60	View chart
Apple Incorporated Common Stock (AAPL)	2.5	$4.9M	-4%	23k	210.62	View chart
Ishares Russell 2000 Index Etf - Small Cap (IWM)	2.3	$4.4M		22k	202.89	View chart
Spdr S&p Midcap 400 Etf Tr Etf - Mid Cap (MDY)	2.0	$3.7M		7.0k	535.08	View chart
Ishares Core S&p Small-cap Etf Etf - Small Cap (IJR)	1.6	$3.1M	-3%	29k	106.66	View chart
Alphabet Common Stock (GOOGL)	1.5	$2.8M	-2%	15k	182.15	View chart
J P Morgan Chase & Co Common Stock (JPM)	1.4	$2.6M	-3%	13k	202.26	View chart
Procter & Gamble Common Stock (PG)	1.1	$2.2M		13k	164.92	View chart
Costco Wholesale Corporation Common Stock (COST)	1.1	$2.1M		2.5k	849.96	View chart
Spdr S&p Dividend Etf Etf - Large Cap (SDY)	1.1	$2.1M		17k	127.18	View chart
Idexx Laboratories Common Stock (IDXX)	1.0	$1.9M		4.0k	487.20	View chart
Exxon Mobil Corp Common Stock (XOM)	1.0	$1.9M	-2%	16k	115.12	View chart
Ishares Select Dividend Etf Etf - Mid Cap (DVY)	0.9	$1.8M	-4%	15k	120.98	View chart
Pepsico Common Stock (PEP)	0.9	$1.6M	-2%	9.8k	164.93	View chart
Eli Lilly & Co Common Stock (LLY)	0.8	$1.6M	-25%	1.8k	905.38	View chart
Amazon.com Common Stock (AMZN)	0.8	$1.6M	+4%	8.2k	193.25	View chart
Ishares Trust Floating Rate Bond Etf Etf - Short (FLOT)	0.8	$1.6M		31k	51.09	View chart
Automatic Data Processing Common Stock (ADP)	0.8	$1.5M		6.4k	238.69	View chart
Vanguard Information Technology Vipers Etf - Equities (VGT)	0.8	$1.5M	-2%	2.6k	576.58	View chart
Mastercard Common Stock (MA)	0.8	$1.5M		3.4k	441.14	View chart
Tjx Cos Common Stock (TJX)	0.7	$1.4M		13k	110.10	View chart
The Home Depot Common Stock (HD)	0.7	$1.3M		3.8k	344.22	View chart
Accenture Foreign Equities (ACN)	0.7	$1.3M	-6%	4.3k	303.39	View chart
Mcdonalds Corp Common Stock (MCD)	0.6	$1.2M	-8%	4.7k	254.84	View chart
Ishares S&p Growth Index Fund Etf - Large Cap (IVW)	0.6	$1.2M		13k	92.54	View chart
Danaher Corp Common Stock (DHR)	0.6	$1.2M	-7%	4.8k	249.85	View chart
Nvidia Corp Common Stock (NVDA)	0.6	$1.2M	+908%	9.4k	123.54	View chart
Chevron Corporation Common Stock (CVX)	0.6	$1.1M		7.3k	156.42	View chart
Etf Vanguard Dividend Appreciation Etf - Large Cap (VIG)	0.6	$1.1M	-13%	5.9k	182.55	View chart
Meta Platforms Common Stock (META)	0.6	$1.1M	+25%	2.1k	504.20	View chart
Stryker Corp Common Stock (SYK)	0.6	$1.1M	-3%	3.2k	340.25	View chart
Oracle Corporation Common Stock (ORCL)	0.6	$1.1M	-6%	7.6k	141.20	View chart
Broadcom Common Stock (AVGO)	0.6	$1.1M	+5%	665.00	1605.50	View chart
Lockheed Martin Corp Common Stock (LMT)	0.6	$1.1M	-2%	2.3k	467.07	View chart
Novo Nordisk As Common Stock (NVO)	0.5	$1.0M		7.3k	142.74	View chart
Johnson & Johnson Common Stock (JNJ)	0.5	$1.0M	-11%	6.9k	146.16	View chart
Microchip Technology Common Stock (MCHP)	0.5	$1.0M	-3%	11k	91.50	View chart
Norfolk Southn Corp Common Stock (NSC)	0.5	$1.0M		4.7k	214.69	View chart
Blackstone Group Common Stock (BX)	0.5	$997k	-2%	8.1k	123.80	View chart
Travelers Companies Common Stock (TRV)	0.5	$994k		4.9k	203.33	View chart
Abbott Labs Common Stock (ABT)	0.5	$961k		9.3k	103.91	View chart
Vanguard Total Stock Market Index Etf - Large Cap (VTI)	0.5	$949k	-3%	3.5k	267.51	View chart
Financial Select Sector Spdretf Etf - Equities (XLF)	0.5	$893k	-5%	22k	41.11	View chart
I Shs Russell 1000 Growth Index G Etf - Large Cap (IWF)	0.5	$884k	-4%	2.4k	364.51	View chart
Abbvie Common Stock (ABBV)	0.5	$877k	-10%	5.1k	171.52	View chart
Honeywell Intl Common Stock (HON)	0.5	$868k		4.1k	213.54	View chart
Zoetis Common Stock (ZTS)	0.4	$843k	-13%	4.9k	173.35	View chart
American Tower Reit Common Stock (AMT)	0.4	$828k	-6%	4.3k	194.37	View chart
Ishares Core Total U S Bond Market Etf Etf - Interm (AGG)	0.4	$821k	-9%	8.5k	97.07	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.4	$812k	+6%	1.5k	553.00	View chart
Eversource Energy Common Stock (ES)	0.4	$787k		14k	56.70	View chart
Enbridge Foreign Equities (ENB)	0.4	$753k	+14%	21k	35.59	View chart
Union Pac Corp Common Stock (UNP)	0.4	$714k		3.2k	226.25	View chart
Merck & Co Common Stock (MRK)	0.4	$700k		5.7k	123.80	View chart
Raytheon Technologies Corp. Common Stock (RTX)	0.4	$679k		6.8k	100.39	View chart
American Express Common Stock (AXP)	0.3	$653k	-3%	2.8k	231.55	View chart
Vanguard Ftse All World Ex Us Etf Etf - Developed Intl (VEU)	0.3	$652k	-13%	11k	58.63	View chart
American Wtr Wks Common Stock (AWK)	0.3	$647k	-5%	5.0k	129.16	View chart
Kimberly Clark Corp Common Stock (KMB)	0.3	$643k	+11%	4.7k	138.20	View chart
Lowes Companies Inc Com Stk Common Stock (LOW)	0.3	$640k	-6%	2.9k	220.46	View chart
Mondelez Intl Common Stock (MDLZ)	0.3	$632k		9.7k	65.44	View chart
Caterpillar Common Stock (CAT)	0.3	$593k	-2%	1.8k	333.08	View chart
Linde Common Stock (LIN)	0.3	$560k	+4%	1.3k	438.79	View chart
Vanguard Energy Etf Etf - Equities (VDE)	0.3	$548k		4.3k	127.57	View chart
Southern Common Stock (SO)	0.3	$542k		7.0k	77.56	View chart
Target Corp Common Stock (TGT)	0.3	$540k	-21%	3.6k	148.04	View chart
Ishares Hi Yield Corporate Bond Etf - High Yield (HYG)	0.3	$510k	-4%	6.6k	77.13	View chart
Cisco Systems Common Stock (CSCO)	0.3	$502k	-4%	11k	47.50	View chart
Adobe Systems Common Stock (ADBE)	0.3	$501k	+6%	901.00	555.53	View chart
Berkshire Hathaway Inc. Del Cl B Common Stock (BRK.B)	0.3	$500k	+2%	1.2k	406.79	View chart
Bank Of America Corp Common Stock (BAC)	0.3	$498k	-12%	13k	39.77	View chart
Applied Materials Common Stock (AMAT)	0.3	$485k		2.1k	235.99	View chart
Invesco Qq Etf - Large Cap (QQQ)	0.3	$483k		1.0k	479.10	View chart
Ishares Core S&p 500 Etf Etf - Large Cap (IVV)	0.3	$481k		878.00	547.21	View chart
Amgen Common Stock (AMGN)	0.2	$475k		1.5k	312.44	View chart
Tractor Supply Common Stock (TSCO)	0.2	$473k	-6%	1.8k	270.00	View chart
Intuit Common Stock (INTU)	0.2	$463k		705.00	657.21	View chart
Vanguard W Mega Cap 300 Index Etf Etf - Large Cap (MGC)	0.2	$459k		2.3k	197.29	View chart
Dow Common Stock (DOW)	0.2	$459k	+8%	8.6k	53.04	View chart
Ishares Short-term Corp Bond Etf - Short (IGSB)	0.2	$442k	-3%	8.6k	51.24	View chart
Bristol Myers Squibb Common Stock (BMY)	0.2	$435k	-20%	11k	41.52	View chart
Alphabet Common Stock (GOOG)	0.2	$433k		2.4k	183.42	View chart
Etf Vanguard Bond Index Etf - Interm (BND)	0.2	$431k	+1072%	6.0k	72.04	View chart
Caseys Gen Stores Common Stock (CASY)	0.2	$424k	-5%	1.1k	381.54	View chart
Ishares S&p Natl Muni Bond Fund Etf - Interm (MUB)	0.2	$420k	-26%	3.9k	106.55	View chart
Ishares S&p Value Index Fund Etf - Large Cap (IVE)	0.2	$408k		2.2k	182.01	View chart
Nextera Energy Common Stock (NEE)	0.2	$403k		5.7k	70.81	View chart
I Shs Russell 1000 Etf - Large Cap (IWB)	0.2	$400k		1.3k	297.53	View chart
Coca Cola Company Common Stock (KO)	0.2	$398k		6.2k	63.65	View chart
Cvs Health Corp Common Stock (CVS)	0.2	$395k	-30%	6.7k	59.06	View chart
Pfizer Common Stock (PFE)	0.2	$394k	-18%	14k	27.97	View chart
Blackrock Common Stock (BLK)	0.2	$358k	-4%	455.00	787.30	View chart
Internat'l Business Machines Common Stock (IBM)	0.2	$349k		2.0k	172.94	View chart
Cme Group Common Stock (CME)	0.2	$346k	+8%	1.8k	196.60	View chart
Walt Disney Company Common Stock (DIS)	0.2	$334k	-15%	3.4k	99.29	View chart
Emerson Elec Common Stock (EMR)	0.2	$322k		2.9k	110.16	View chart
United Health Group Common Stock (UNH)	0.2	$319k	+6%	626.00	509.25	View chart
Etf Ishs Inter Govt Cr Bd Etf - Interm (GVI)	0.2	$314k	+249%	3.0k	103.73	View chart
Spdr Gold Tr Gold Etf - Alternative (GLD)	0.2	$308k		1.4k	215.01	View chart
Vanguard Esg Us Stk Etf Etf - Equities (ESGV)	0.2	$299k	NEW	3.1k	96.62	View chart
Technology Select Sector Spdr Etf Etf - Equities (XLK)	0.2	$295k	-3%	1.3k	226.23	View chart
Nbt Bancorp Common Stock (NBTB)	0.1	$271k	+45%	7.0k	38.59	View chart
Ishares Russell Midcap Index Fund Etf - Equities (IWR)	0.1	$270k	+49%	3.3k	81.08	View chart
3m Company Common Stock (MMM)	0.1	$265k	-14%	2.6k	102.19	View chart
Duke Energy Corp Common Stock (DUK)	0.1	$260k	+8%	2.6k	100.23	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	0.1	$259k	-31%	6.6k	39.15	View chart
Select Sector Spdr - Utilities Etf - Equities (XLU)	0.1	$258k	-5%	3.8k	68.13	View chart
Ishares Russell Midcap Value Index Fund Etf - Mid Cap (IWS)	0.1	$257k		2.1k	120.74	View chart
Fiserv Common Stock (FI)	0.1	$253k		1.7k	149.04	View chart
Photronics Common Stock (PLAB)	0.1	$247k		10k	24.66	View chart
Vanguard Index Funds S&p 500 Etf Etf - Large Cap (VOO)	0.1	$247k	+21%	493.00	500.13	View chart
Ishares Russell 2000 Value Index Fund Etf - Small Cap (IWN)	0.1	$229k		1.5k	152.30	View chart
Visa Common Stock (V)	0.1	$227k	+9%	864.00	262.46	View chart
Mckesson Corp Common Stock (MCK)	0.1	$219k		375.00	584.03	View chart
Conocophillips Common Stock (COP)	0.1	$216k	+5%	1.9k	114.38	View chart
Ishares Msci Emerging Mkts Index Etf - Emerging Intl (EEM)	0.1	$211k	-4%	4.9k	42.59	View chart
Novartis A G Common Stock (NVS)	0.1	$203k	-4%	1.9k	106.46	View chart
O'reilly Automotive Common Stock (ORLY)	0.1	$201k		190.00	1056.05	View chart
Deere & Company Common Stock (DE)	0.1	$200k		536.00	373.62	View chart
Netflix Common Stock (NFLX)	0.1	$198k	+10%	293.00	674.87	View chart
Nucor Corp Common Stock (NUE)	0.1	$197k	-9%	1.2k	158.08	View chart
Nxp Semiconductors Nv Foreign Equities (NXPI)	0.1	$192k		713.00	269.08	View chart
Intercontinental Exchange Common Stock (ICE)	0.1	$187k	-37%	1.4k	136.89	View chart
Ishs Barclays 1-3 Yr Treas Bd Etf - Short (SHY)	0.1	$185k		2.3k	81.65	View chart
Metlife Common Stock (MET)	0.1	$182k		2.6k	70.19	View chart
Cummins Common Stock (CMI)	0.1	$179k		646.00	276.91	View chart
Ishs Russell 3000 Index Etf - Large Cap (IWV)	0.1	$178k	-25%	578.00	308.66	View chart
Servicenow Common Stock (NOW)	0.1	$177k		225.00	786.66	View chart
Vanguard Extended Market Etf Etf - Mid Cap (VXF)	0.1	$175k	+20%	1.0k	168.79	View chart
Altria Group Common Stock (MO)	0.1	$168k		3.7k	45.54	View chart
Verizon Communications Common Stock (VZ)	0.1	$167k	-5%	4.1k	41.23	View chart
North European Oil Royalty Trust Common Stock (NRT)	0.1	$166k		26k	6.41	View chart
Nasdaq Biotechnology I Shares Etf - Equities (IBB)	0.1	$165k		1.2k	137.26	View chart
At&t Common Stock (T)	0.1	$162k	-7%	8.5k	19.11	View chart
Vanguard Developed Markets Etf Etf - Developed Intl (VEA)	0.1	$156k		3.2k	49.41	View chart
United Parcel Service Common Stock (UPS)	0.1	$156k		1.1k	136.85	View chart
Aflac Incorporated Common Stock (AFL)	0.1	$152k		1.7k	89.31	View chart
General Mills Common Stock (GIS)	0.1	$148k	-5%	2.3k	63.26	View chart
Ishares Esg Aware Msci Emerging Mkts Fund Etf - Emerging Intl (ESGE)	0.1	$146k	+5%	4.4k	33.52	View chart
Church & Dwight Common Stock (CHD)	0.1	$145k		1.4k	103.68	View chart
General Electric Company Common Stock (GE)	0.1	$143k		897.00	158.97	View chart
Parker Hannifin Corp Common Stock (PH)	0.1	$142k		280.00	505.80	View chart
Eog Res Common Stock (EOG)	0.1	$139k		1.1k	125.87	View chart
Chubb Ltd Chf Common Stock (CB)	0.1	$137k		536.00	255.07	View chart
Texas Instruments Common Stock (TXN)	0.1	$136k	+6%	701.00	194.53	View chart
Intel Corp Common Stock (INTC)	0.1	$135k	-40%	4.4k	30.96	View chart
Lam Research Corp Common Stock (LRCX)	0.1	$133k		125.00	1064.84	View chart
Air Products And Chemicals Common Stock (APD)	0.1	$132k	-16%	510.00	258.03	View chart
Csx Corp Common Stock (CSX)	0.1	$127k		3.8k	33.45	View chart
Fedex Corporation Common Stock (FDX)	0.1	$127k		422.00	299.83	View chart
General Dynamics Corp Common Stock (GD)	0.1	$126k		434.00	290.12	View chart
Vanguard Esg Intl Stock Etf Etf Intl Equity (VSGX)	0.1	$124k	NEW	2.2k	57.27	View chart
Starbucks Corporation Common Stock (SBUX)	0.1	$124k	-14%	1.6k	77.85	View chart
Nike Inc Cl B Common Stock (NKE)	0.1	$124k	-41%	1.6k	75.37	View chart
Broadridge Finl Solutions Common Stock (BR)	0.1	$122k		620.00	197.00	View chart
Ishares Russell Midcap Growth Index Fund Etf - Mid Cap (IWP)	0.1	$121k		1.1k	110.34	View chart
Paychex Inc Com Stk Common Stock (PAYX)	0.1	$119k		1.0k	118.56	View chart
Vanguard Growth Etf Etf - Large Cap (VUG)	0.1	$118k		316.00	374.01	View chart
Ishares S&p Us Preferred Stock Index Fund Preferred Stock (PFF)	0.1	$118k		3.7k	31.54	View chart
Vanguard Communication Services Etf Etf - Equities (VOX)	0.1	$117k	-16%	843.00	138.20	View chart
Philip Morris Intl Common Stock (PM)	0.1	$116k		1.1k	101.32	View chart
Eaton Corp Foreign Equities (ETN)	0.1	$115k		368.00	313.54	View chart
Clorox Co Calif Com Stk Common Stock (CLX)	0.1	$112k		824.00	136.47	View chart
Kraft Heinz Common Stock (KHC)	0.1	$111k	-6%	3.4k	32.22	View chart
Ishares Msci Eafe Index Etf - Developed Intl (EFA)	0.1	$110k	-36%	1.4k	78.33	View chart
Ishares Russell 1000 Value Index Etf - Equities (IWD)	0.1	$106k		610.00	174.47	View chart
Spdr Dow Jones Indl Average Etr Tr Etf - Large Cap (DIA)	0.1	$106k		270.00	391.13	View chart
Marsh & Mclennan Companies Common Stock (MMC)	0.1	$106k		501.00	210.72	View chart
Dupont De Nemours Common Stock (DD)	0.1	$105k	-16%	1.3k	80.49	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$104k	+24%	229.00	452.31	View chart
Glaxo Smithkline Common Stock (GSK)	0.1	$103k	-8%	2.7k	38.50	View chart
Shell Common Stock (SHEL)	0.1	$103k		1.4k	72.18	View chart
Citigroup Common Stock (C)	0.1	$101k		1.6k	63.45	View chart
Ishares Edge Msci Us Qulty Fact Etf Etf - Developed Intl (QUAL)	0.1	$100k		583.00	170.76	View chart
Tesla Motors Inc. Common Common Stock (TSLA)	0.1	$98k		495.00	197.88	View chart
Transdigm Group Common Stock (TDG)	0.1	$96k		75.00	1277.60	View chart
Suncor Energy Foreign Equities (SU)	0.0	$94k		2.5k	38.09	View chart
Weyerhaeuser Common Stock (WY)	0.0	$94k	-5%	3.3k	28.38	View chart
Vanguard Reit Etf - Equities (VNQ)	0.0	$92k		1.1k	83.76	View chart
Becton Dickinson & Co. Common Stock (BDX)	0.0	$92k		394.00	233.71	View chart
Select Sector Spdr Tr Sbi Materials Etf - Equities (XLB)	0.0	$88k	-10%	1.0k	88.31	View chart
Select Sector Spdr Tr Sbi Healthcare Etf - Equities (XLV)	0.0	$88k		600.00	145.75	View chart
Dominion Res Inc Va Common Stock (D)	0.0	$87k		1.8k	49.00	View chart
Wec Energy Group Common Stock (WEC)	0.0	$86k		1.1k	78.46	View chart
Vanguart Short-term Treasureindex Fund Etf - Short (VGSH)	0.0	$86k		1.5k	57.99	View chart
Vanguard Total Intl Bond Index Etf Fixed Income (BNDX)	0.0	$86k	NEW	1.8k	48.66	View chart
Consolidated Edison Common Stock (ED)	0.0	$81k		907.00	89.42	View chart
Spdr Barclays Cap Conv Sec Etf - Interm (CWB)	0.0	$80k		1.1k	72.06	View chart
Ishares Russell 2000 Growth Index Fund Etf - Small Cap (IWO)	0.0	$80k		303.00	262.50	View chart
Wells Fargo & Co Common Stock (WFC)	0.0	$77k		1.3k	59.38	View chart
Spdr Consumer Discretionary Etf - Equities (XLY)	0.0	$76k		419.00	182.40	View chart
Paycom Software Common Stock (PAYC)	0.0	$72k		505.00	143.04	View chart
Carrier Global Corp Common Stock (CARR)	0.0	$71k		1.1k	63.08	View chart
Equinix Inc Com Par $0.001 Common Stock (EQIX)	0.0	$70k		93.00	756.58	View chart
Idacorp Common Stock (IDA)	0.0	$70k		750.00	93.15	View chart
Select Sector Spdr Tr Sbi Int-inds Etf - Equities (XLI)	0.0	$65k		534.00	121.87	View chart
Vanguard S&p 500 Growth Etf - Large Cap (VOOG)	0.0	$63k		190.00	333.44	View chart
Vail Resorts Common Stock (MTN)	0.0	$63k		350.00	180.13	View chart
Vanguard Int Term Etf Etf - Interm (VGIT)	0.0	$62k		1.1k	58.22	View chart
Ishares Edge Msci Min Vol Usa Etf Etf - Equities (USMV)	0.0	$62k		740.00	83.96	View chart
Ishares Iboxx $ Inv Grade Corp Bond Etf Etf - Interm (LQD)	0.0	$62k	-7%	580.00	107.12	View chart
Ecolab Common Stock (ECL)	0.0	$61k	-57%	258.00	238.00	View chart
Omnicom Group Common Stock (OMC)	0.0	$61k		676.00	89.70	View chart
Wal-mart Stores Common Stock (WMT)	0.0	$59k	+25%	873.00	67.70	View chart
Micron Technology Common Stock (MU)	0.0	$57k		430.00	131.53	View chart
Ishs Tr S&p Mdcp 400 Value Etf Etf - Mid Cap (IJJ)	0.0	$56k		490.00	113.46	View chart
Analog Devices Common Stock (ADI)	0.0	$55k		242.00	228.26	View chart
Webster Finl Corp Conn Common Stock (WBS)	0.0	$55k		1.3k	43.59	View chart
Vanguard Large Cap Etf - Large Cap (VV)	0.0	$54k	+38%	215.00	249.62	View chart
Chipolte Mexican Grill Common Stock (CMG)	0.0	$50k	+7900%	800.00	62.65	View chart
Prudential Finl Common Stock (PRU)	0.0	$49k		420.00	117.19	View chart
Spdr Intermediate Term Corporate Bond Etf Etf - Interm (SPIB)	0.0	$49k		1.5k	32.55	View chart
Morgan Stanley Common Stock (MS)	0.0	$49k	+66%	499.00	97.19	View chart
Marriott International Inc New Class A Common Stock (MAR)	0.0	$48k		200.00	241.76	View chart
Xylem Common Stock (XYL)	0.0	$48k	-65%	355.00	135.62	View chart
Etf Vanguard Mid-cap Etf - Mid Cap (VO)	0.0	$48k		196.00	242.10	View chart
HP Common Stock (HPQ)	0.0	$44k		1.3k	35.02	View chart
Otis Worldwide Corp Common Stock (OTIS)	0.0	$42k		436.00	96.25	View chart
Vaneck Vec Retail Etf Etf - Large Cap (RTH)	0.0	$41k		200.00	205.75	View chart
Freeport-mcmoran Copper Common Stock (FCX)	0.0	$41k	+53%	846.00	48.59	View chart
Salesforce Common Stock (CRM)	0.0	$40k	+29%	155.00	257.09	View chart
Jacobs Solutions Common Stock (J)	0.0	$40k		285.00	139.70	View chart
Invesco Exchng Traded Fd Tr Global Water Etf - Large Cap (PIO)	0.0	$40k		979.00	40.40	View chart
Masco Corporation Common Stock (MAS)	0.0	$38k		575.00	66.67	View chart
Ge Vernova Common Stock (GEV)	0.0	$38k	NEW	223.00	171.51	View chart
Wells Fargo Pfd L Preferred Stock (WFC.PL)	0.0	$38k		32.00	1188.92	View chart
Mccormick & Co Common Stock (MKC)	0.0	$38k		528.00	70.94	View chart
Cadence Design Systems Common Stock (CDNS)	0.0	$37k		120.00	307.75	View chart
Illinois Tool Works Common Stock (ITW)	0.0	$36k		150.00	236.96	View chart
Vanguard Index Funds Small Cap Etf - Small Cap (VB)	0.0	$35k		158.00	218.04	View chart
Biogen Idec Common Stock (BIIB)	0.0	$34k		145.00	231.81	View chart
Public Svc Enterprise Group Common Stock (PEG)	0.0	$33k		450.00	73.70	View chart
Sherwin-williams Company Common Stock (SHW)	0.0	$33k		110.00	298.41	View chart
Darden Restaurants Common Stock (DRI)	0.0	$33k		216.00	151.32	View chart
Colgate Palmolive Common Stock (CL)	0.0	$30k		309.00	97.03	View chart
Crown Castle Intl Corp Common Stock (CCI)	0.0	$28k		290.00	97.70	View chart
Genuine Parts Common Stock (GPC)	0.0	$28k		200.00	138.32	View chart
Truist Finl Corp Common Stock (TFC)	0.0	$27k		705.00	38.84	View chart
American Elec Pwr Common Stock (AEP)	0.0	$27k		305.00	87.74	View chart
Hewlett Packard Ent Common Stock (HPE)	0.0	$27k		1.3k	21.16	View chart
Medtronic Foreign Equities (MDT)	0.0	$26k	-56%	325.00	78.70	View chart
Ishares Us Medical Devices Etf Etf - Equities (IHI)	0.0	$25k		450.00	56.04	View chart
Ishares Inc Core Msci Emerging Mkts Etf Etf - Emerging Intl (IEMG)	0.0	$25k		462.00	53.52	View chart
Ishs Barclays Intermediate Term Credit Bond Etf - Interm (IGIB)	0.0	$23k		450.00	51.25	View chart
T Rowe Price Group Common Stock (TROW)	0.0	$23k		200.00	115.31	View chart
U S Bancorp Del Common Stock (USB)	0.0	$23k		575.00	39.70	View chart
Cigna Corporation Common Stock (CI)	0.0	$23k		69.00	330.57	View chart
Esco Technologies Common Stock (ESE)	0.0	$22k		212.00	105.04	View chart
Waste Mgmt Inc Del Common Stock (WM)	0.0	$21k		100.00	213.34	View chart
Lululemon Athletica Common Stock (LULU)	0.0	$19k		65.00	298.68	View chart
Ge Healthcare Technologies Common Stock (GEHC)	0.0	$19k		247.00	77.92	View chart
Aon Common Stock (AON)	0.0	$19k		64.00	293.56	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$18k		310.00	58.02	View chart
Avangrid Common Stock (AGR)	0.0	$18k		500.00	35.52	View chart
Advanced Micro Devices Common Stock (AMD)	0.0	$16k		100.00	162.21	View chart
Workday Common Stock (WDAY)	0.0	$16k		70.00	223.56	View chart
Principal Financial Group Common Stock (PFG)	0.0	$15k		195.00	78.45	View chart
Vanguard Total Intl Stk Etf Etf Intl Equity (VXUS)	0.0	$15k	NEW	245.00	60.29	View chart
Ameren Corp Common Stock (AEE)	0.0	$14k		200.00	71.11	View chart
Gilead Sciences Common Stock (GILD)	0.0	$14k	-45%	205.00	68.60	View chart
Vanguard Small Cap Etf - Small Cap (VBR)	0.0	$14k		75.00	182.52	View chart
Entergy Corporation Common Stock (ETR)	0.0	$13k		125.00	107.00	View chart
Fastenal Common Stock (FAST)	0.0	$13k		200.00	62.84	View chart
Ubs Group Common Stock (UBS)	0.0	$12k		410.00	29.54	View chart
America Movil S.a.b. De C.v. Foreign Equities (AMX)	0.0	$12k		700.00	17.00	View chart
Corteva Common Stock (CTVA)	0.0	$12k	-16%	213.00	53.93	View chart
Select Sector Spdrfund Consumer Staples Etf - Equities (XLP)	0.0	$12k		150.00	76.58	View chart
Dte Energy Common Stock (DTE)	0.0	$11k		100.00	111.01	View chart
Simon Ppty Group Common Stock (SPG)	0.0	$11k	NEW	73.00	151.79	View chart
Select Sector Spdr Tr Sbi Int-energy Etf - Equities (XLE)	0.0	$11k	-40%	120.00	91.15	View chart
Boeing Company Common Stock (BA)	0.0	$11k	-30%	60.00	182.00	View chart
Zimmer Biomet Hldgs Common Stock (ZBH)	0.0	$11k	-73%	100.00	108.53	View chart
Insulet Corporation Common Stock (PODD)	0.0	$10k		50.00	201.80	View chart
Johnson Ctls Intl Foreign Equities (JCI)	0.0	$9.6k	-39%	145.00	66.46	View chart
Sysco Corp Common Stock (SYY)	0.0	$9.6k		135.00	71.38	View chart
V F Corp Common Stock (VFC)	0.0	$8.6k	-44%	635.00	13.50	View chart
Whirlpool Corporation Common Stock (WHR)	0.0	$8.2k		80.00	102.20	View chart
Solventum Corp. Common Stock (SOLV)	0.0	$7.5k	NEW	142.00	52.79	View chart
Ingredion Common Stock (INGR)	0.0	$6.9k		60.00	114.70	View chart
Ulta Beauty Common Stock (ULTA)	0.0	$6.6k		17.00	385.71	View chart
Estee Lauder Companies Cl A Common Stock (EL)	0.0	$6.2k	-89%	58.00	106.40	View chart
Flexshares 3 Year Duration Tips Etf Etf - Inflation Protected (TDTT)	0.0	$5.8k	-68%	244.00	23.59	View chart
Public Storage Common Stock (PSA)	0.0	$5.8k		20.00	287.60	View chart
State Street Corp Common Stock (STT)	0.0	$5.6k		75.00	74.00	View chart
Veralto Corp Common Stock (VLTO)	0.0	$4.1k		43.00	95.47	View chart
Pacer Data And Digital Revolution Etf - Large Cap (TRFK)	0.0	$3.8k	NEW	83.00	45.37	View chart
Communication Services Select Sector Spdr Fund Etf - Large Cap (XLC)	0.0	$3.6k	NEW	42.00	85.62	View chart
Alcon Inc Chf Foreign Equities (ALC)	0.0	$3.6k		40.00	89.08	View chart
Ishares Global Communication Services Etf Etf - Large Cap (IXP)	0.0	$3.6k	NEW	40.00	88.78	View chart
Baker Hughes Inc. Cl A Common Common Stock (BKR)	0.0	$2.7k		78.00	35.15	View chart
Schlumberger Ltd Com Stk Common Stock (SLB)	0.0	$2.2k		47.00	47.15	View chart
Digital Realty Trust Common Stock (DLR)	0.0	$2.0k	NEW	13.00	152.00	View chart

Past Filings by Union Savings Bank

SEC 13F filings are viewable for Union Savings Bank going back to 2023

Union Savings Bank 2024 Q2 filed Aug. 1, 2024
Union Savings Bank 2024 Q1 filed April 29, 2024
Union Savings Bank 2023 Q4 filed Feb. 9, 2024
Union Savings Bank 2023 Q3 filed Oct. 24, 2023
Union Savings Bank 2023 Q2 filed Aug. 14, 2023

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