Cape Cod Five Cents Savings Bank as of Sept. 30, 2022
Portfolio Holdings for Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank holds 197 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 8.3 | $74M | 195k | 379.15 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 5.9 | $53M | 232k | 226.23 | |
Ishares Tr Core Msci Eafe (IEFA) | 4.6 | $41M | 693k | 58.85 | |
Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 4.5 | $41M | 1.4M | 29.45 | |
1vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.1 | $28M | 345k | 80.02 | |
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 3.0 | $26M | 310k | 85.33 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 2.9 | $26M | 338k | 77.65 | |
Apple (AAPL) | 2.9 | $26M | 191k | 136.72 | |
Microsoft Corporation (MSFT) | 2.6 | $23M | 91k | 256.83 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 2.3 | $20M | 403k | 49.92 | |
Ishares Tr Core S&p Scp Etf (IJR) | 2.0 | $18M | 195k | 92.41 | |
Ishares Core Msci Emkt (IEMG) | 1.9 | $17M | 347k | 49.06 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 1.8 | $16M | 294k | 55.80 | |
Ishares Tr Broad Usd High (USHY) | 1.8 | $16M | 467k | 34.62 | |
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 1.8 | $16M | 260k | 61.30 | |
Johnson & Johnson (JNJ) | 1.7 | $15M | 85k | 177.51 | |
Alphabet Cap Stk Cl C (GOOG) | 1.5 | $13M | 6.1k | 2187.37 | |
Home Depot (HD) | 1.2 | $11M | 39k | 274.28 | |
Pepsi (PEP) | 1.1 | $10M | 60k | 166.66 | |
Exxon Mobil Corporation (XOM) | 1.1 | $9.9M | 116k | 85.64 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $9.9M | 242k | 40.80 | |
JPMorgan Chase & Co. (JPM) | 1.1 | $9.7M | 86k | 112.61 | |
McDonald's Corporation (MCD) | 1.1 | $9.7M | 39k | 246.89 | |
Adobe Systems Incorporated (ADBE) | 1.0 | $8.9M | 24k | 366.06 | |
Visa Com Cl A (V) | 1.0 | $8.8M | 45k | 196.89 | |
Amgen (AMGN) | 1.0 | $8.7M | 36k | 243.30 | |
Nextera Energy (NEE) | 1.0 | $8.7M | 112k | 77.46 | |
UnitedHealth (UNH) | 0.9 | $7.9M | 15k | 513.63 | |
Automatic Data Processing (ADP) | 0.8 | $7.6M | 36k | 210.03 | |
Stryker Corporation (SYK) | 0.8 | $7.5M | 38k | 198.93 | |
Us Bancorp Del Com New (USB) | 0.8 | $6.8M | 148k | 46.02 | |
3M Company (MMM) | 0.7 | $6.4M | 49k | 129.41 | |
Chevron Corporation (CVX) | 0.7 | $6.2M | 43k | 144.79 | |
Verizon Communications (VZ) | 0.7 | $6.1M | 120k | 50.75 | |
ResMed (RMD) | 0.7 | $5.9M | 28k | 209.62 | |
Raytheon Technologies Corp (RTX) | 0.6 | $5.7M | 59k | 96.12 | |
Starbucks Corporation (SBUX) | 0.6 | $5.6M | 74k | 76.39 | |
Church & Dwight (CHD) | 0.6 | $5.6M | 61k | 92.66 | |
Procter & Gamble Company (PG) | 0.6 | $5.5M | 38k | 143.79 | |
Costco Wholesale Corporation (COST) | 0.6 | $5.5M | 12k | 479.29 | |
Union Pacific Corporation (UNP) | 0.6 | $5.5M | 26k | 213.28 | |
Marsh & McLennan Companies (MMC) | 0.6 | $5.5M | 35k | 155.24 | |
Qualcomm (QCOM) | 0.6 | $5.5M | 43k | 127.73 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $5.4M | 32k | 169.37 | |
Toro Company (TTC) | 0.6 | $5.2M | 69k | 75.80 | |
S&p Global (SPGI) | 0.6 | $5.0M | 15k | 337.06 | |
Activision Blizzard | 0.6 | $5.0M | 65k | 77.86 | |
Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.6 | $5.0M | 96k | 51.38 | |
TJX Companies (TJX) | 0.6 | $4.9M | 88k | 55.85 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $4.7M | 17k | 277.63 | |
Comcast Corp Cl A (CMCSA) | 0.5 | $4.5M | 116k | 39.24 | |
T. Rowe Price (TROW) | 0.5 | $4.5M | 40k | 113.62 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.5 | $4.4M | 11k | 413.48 | |
Monster Beverage Corp (MNST) | 0.5 | $4.4M | 47k | 92.69 | |
Tractor Supply Company (TSCO) | 0.5 | $4.4M | 23k | 193.87 | |
Illinois Tool Works (ITW) | 0.5 | $4.2M | 23k | 182.24 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $4.1M | 83k | 49.92 | |
Ishares Tr Tips Bd Etf (TIP) | 0.4 | $4.0M | 35k | 113.91 | |
NVIDIA Corporation (NVDA) | 0.4 | $3.9M | 26k | 151.60 | |
Ecolab (ECL) | 0.4 | $3.9M | 25k | 153.75 | |
Norfolk Southern (NSC) | 0.4 | $3.8M | 17k | 227.30 | |
Wec Energy Group (WEC) | 0.4 | $3.7M | 37k | 100.64 | |
American Tower Reit (AMT) | 0.4 | $3.6M | 14k | 255.61 | |
Nike CL B (NKE) | 0.4 | $3.5M | 34k | 102.20 | |
Hershey Company (HSY) | 0.4 | $3.3M | 15k | 215.14 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $3.3M | 64k | 51.06 | |
Public Storage (PSA) | 0.4 | $3.2M | 10k | 312.72 | |
Chemed Corp Com Stk (CHE) | 0.3 | $3.1M | 6.5k | 469.42 | |
Ishares Tr Usd Inv Grde Etf (USIG) | 0.3 | $3.0M | 59k | 50.98 | |
Amphenol Corp Cl A (APH) | 0.3 | $3.0M | 46k | 64.37 | |
Fiserv (FI) | 0.3 | $2.9M | 32k | 88.98 | |
Abbvie (ABBV) | 0.3 | $2.9M | 19k | 153.15 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $2.8M | 34k | 81.75 | |
Abbott Laboratories (ABT) | 0.3 | $2.8M | 26k | 108.66 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $2.8M | 66k | 41.66 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.7M | 7.3k | 377.27 | |
Msci (MSCI) | 0.3 | $2.7M | 6.6k | 412.16 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $2.7M | 44k | 62.49 | |
Select Sector Spdr Tr Energy (XLE) | 0.3 | $2.7M | 37k | 71.51 | |
Mastercard Incorporated Cl A (MA) | 0.3 | $2.6M | 8.3k | 315.54 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.6M | 9.5k | 273.06 | |
Packaging Corporation of America (PKG) | 0.3 | $2.6M | 19k | 137.49 | |
Intel Corporation (INTC) | 0.3 | $2.4M | 65k | 37.41 | |
International Flavors & Fragrances (IFF) | 0.3 | $2.3M | 20k | 119.12 | |
Clorox Company (CLX) | 0.2 | $2.2M | 15k | 141.00 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $2.1M | 24k | 85.32 | |
IDEXX Laboratories (IDXX) | 0.2 | $2.0M | 5.7k | 350.65 | |
Spdr Ser Tr S&p Bk Etf (KBE) | 0.2 | $2.0M | 45k | 43.87 | |
Verisign (VRSN) | 0.2 | $1.9M | 12k | 167.30 | |
Merck & Co (MRK) | 0.2 | $1.9M | 21k | 91.19 | |
Textron (TXT) | 0.2 | $1.9M | 30k | 61.08 | |
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.2 | $1.9M | 107k | 17.33 | |
Walt Disney Company (DIS) | 0.2 | $1.8M | 19k | 94.42 | |
Warner Bros Discovery Com Ser A (WBD) | 0.2 | $1.8M | 131k | 13.42 | |
Pfizer (PFE) | 0.2 | $1.7M | 33k | 52.42 | |
American Express Company (AXP) | 0.2 | $1.7M | 12k | 138.62 | |
Dbx Etf Tr Xtrack Usd High (HYLB) | 0.2 | $1.7M | 49k | 33.73 | |
Texas Instruments Incorporated (TXN) | 0.2 | $1.6M | 11k | 153.66 | |
Amazon (AMZN) | 0.2 | $1.5M | 15k | 106.18 | |
Target Corporation (TGT) | 0.2 | $1.5M | 11k | 141.27 | |
Truist Financial Corp equities (TFC) | 0.2 | $1.5M | 31k | 47.45 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.5M | 4.3k | 346.82 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.5M | 668.00 | 2179.64 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.4M | 9.5k | 143.43 | |
Northern Trust Corporation (NTRS) | 0.1 | $1.3M | 13k | 96.48 | |
Plymouth Indl Reit (PLYM) | 0.1 | $1.2M | 70k | 17.54 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.2M | 12k | 104.66 | |
Intuit (INTU) | 0.1 | $1.2M | 3.1k | 385.45 | |
Bristol Myers Squibb (BMY) | 0.1 | $1.1M | 15k | 77.03 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $1.1M | 22k | 49.20 | |
Prologis (PLD) | 0.1 | $1.0M | 8.5k | 117.64 | |
Ishares Tr Global 100 Etf (IOO) | 0.1 | $985k | 15k | 64.09 | |
Nucor Corporation (NUE) | 0.1 | $962k | 9.2k | 104.41 | |
Eli Lilly & Co. (LLY) | 0.1 | $956k | 3.0k | 324.04 | |
Boeing Company (BA) | 0.1 | $888k | 6.5k | 136.68 | |
Cisco Systems (CSCO) | 0.1 | $836k | 20k | 42.62 | |
Honeywell International (HON) | 0.1 | $832k | 4.8k | 173.77 | |
At&t (T) | 0.1 | $825k | 39k | 20.95 | |
Eversource Energy (ES) | 0.1 | $814k | 9.6k | 84.47 | |
Coca-Cola Company (KO) | 0.1 | $799k | 13k | 62.90 | |
Colgate-Palmolive Company (CL) | 0.1 | $744k | 9.3k | 80.17 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $744k | 10k | 73.63 | |
ConocoPhillips (COP) | 0.1 | $702k | 7.8k | 89.86 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $644k | 2.3k | 280.24 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $634k | 5.0k | 127.03 | |
Thermo Fisher Scientific (TMO) | 0.1 | $591k | 1.1k | 543.70 | |
Southern Company (SO) | 0.1 | $587k | 8.2k | 71.37 | |
Toronto Dominion Bk Ont Com New (TD) | 0.1 | $578k | 8.8k | 65.54 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $564k | 8.7k | 64.62 | |
General Electric Com New (GE) | 0.1 | $545k | 8.6k | 63.72 | |
Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $533k | 5.9k | 90.66 | |
General Mills (GIS) | 0.1 | $519k | 6.9k | 75.48 | |
Ishares Gold Tr Ishares New (IAU) | 0.1 | $507k | 15k | 34.30 | |
Caterpillar (CAT) | 0.1 | $501k | 2.8k | 177.97 | |
Deere & Company (DE) | 0.1 | $499k | 1.7k | 299.70 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $497k | 5.7k | 87.41 | |
International Business Machines (IBM) | 0.1 | $492k | 3.5k | 141.10 | |
V.F. Corporation (VFC) | 0.1 | $489k | 11k | 44.12 | |
PNC Financial Services (PNC) | 0.1 | $487k | 3.1k | 157.71 | |
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $472k | 12k | 39.65 | |
Novartis Sponsored Adr (NVS) | 0.1 | $466k | 5.5k | 84.46 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $450k | 11k | 40.11 | |
Lowe's Companies (LOW) | 0.0 | $441k | 2.5k | 174.72 | |
Vanguard World Fds Energy Etf (VDE) | 0.0 | $439k | 4.4k | 99.57 | |
Allstate Corporation (ALL) | 0.0 | $436k | 3.4k | 126.63 | |
Morgan Stanley Com New (MS) | 0.0 | $428k | 5.6k | 76.09 | |
BP Sponsored Adr (BP) | 0.0 | $426k | 15k | 28.35 | |
Shell Spon Ads (SHEL) | 0.0 | $412k | 7.9k | 52.27 | |
Emerson Electric (EMR) | 0.0 | $395k | 5.0k | 79.45 | |
Philip Morris International (PM) | 0.0 | $393k | 4.0k | 98.73 | |
Danaher Corporation (DHR) | 0.0 | $393k | 1.6k | 253.55 | |
Dover Corporation (DOV) | 0.0 | $376k | 3.1k | 121.29 | |
Spdr Ser Tr S&p 600 Sml Cap | 0.0 | $358k | 4.5k | 80.13 | |
Phillips 66 (PSX) | 0.0 | $351k | 4.3k | 81.97 | |
SYSCO Corporation (SYY) | 0.0 | $350k | 4.1k | 84.68 | |
Vanguard Index Fds Value Etf (VTV) | 0.0 | $347k | 2.6k | 131.84 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $338k | 2.5k | 132.92 | |
Carrier Global Corporation (CARR) | 0.0 | $335k | 9.4k | 35.61 | |
CarMax (KMX) | 0.0 | $317k | 3.5k | 90.57 | |
Dominion Resources (D) | 0.0 | $305k | 3.8k | 79.78 | |
Cigna Corp (CI) | 0.0 | $302k | 1.1k | 263.53 | |
Otis Worldwide Corp (OTIS) | 0.0 | $298k | 4.2k | 70.57 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $296k | 3.9k | 76.29 | |
Oracle Corporation (ORCL) | 0.0 | $295k | 4.2k | 69.91 | |
Applied Materials (AMAT) | 0.0 | $293k | 3.2k | 91.09 | |
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $289k | 3.6k | 80.66 | |
Edwards Lifesciences (EW) | 0.0 | $281k | 3.0k | 95.25 | |
State Street Corporation (STT) | 0.0 | $274k | 4.4k | 61.66 | |
Ameriprise Financial (AMP) | 0.0 | $270k | 1.1k | 237.47 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $269k | 1.4k | 188.51 | |
Mccormick & Co Com Non Vtg (MKC) | 0.0 | $268k | 3.2k | 83.31 | |
1mondelez Intl Cl A (MDLZ) | 0.0 | $266k | 4.3k | 62.08 | |
Bank of America Corporation (BAC) | 0.0 | $261k | 8.4k | 31.08 | |
M&T Bank Corporation (MTB) | 0.0 | $256k | 1.6k | 159.40 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $256k | 1.9k | 135.44 | |
Brp Group Com Cl A (BWIN) | 0.0 | $242k | 10k | 24.20 | |
Altria (MO) | 0.0 | $239k | 5.7k | 41.84 | |
Hormel Foods Corporation (HRL) | 0.0 | $237k | 5.0k | 47.40 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $237k | 2.0k | 118.50 | |
Walgreen Boots Alliance (WBA) | 0.0 | $237k | 6.3k | 37.84 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $232k | 3.0k | 76.80 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $228k | 1.0k | 222.44 | |
Medtronic SHS (MDT) | 0.0 | $223k | 2.5k | 89.63 | |
Broadcom (AVGO) | 0.0 | $220k | 453.00 | 485.65 | |
Zimmer Holdings (ZBH) | 0.0 | $220k | 2.1k | 105.24 | |
Essential Utils (WTRG) | 0.0 | $218k | 4.8k | 45.89 | |
Wal-Mart Stores (WMT) | 0.0 | $217k | 1.8k | 121.84 | |
PPG Industries (PPG) | 0.0 | $214k | 1.9k | 114.13 | |
Wells Fargo & Company (WFC) | 0.0 | $214k | 5.5k | 39.10 | |
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $213k | 4.5k | 47.29 | |
Meta Platforms Cl A (META) | 0.0 | $213k | 1.3k | 160.88 | |
Enterprise Products Partners (EPD) | 0.0 | $211k | 8.7k | 24.34 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $210k | 959.00 | 218.98 | |
Travelers Companies (TRV) | 0.0 | $207k | 1.2k | 169.06 | |
Glencore Reg Shs (GLCNF) | 0.0 | $200k | 37k | 5.41 | |
Nokia Corp Sponsored Adr (NOK) | 0.0 | $46k | 10k | 4.60 | |
Ojsc Oc Rosneft Rub 0.01 Gdr Reg Shs | 0.0 | $9.0k | 15k | 0.60 |