Cape Cod Five Cents Savings Bank as of Sept. 30, 2023
Portfolio Holdings for Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank holds 241 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 9.0 | $166M | 387k | 429.43 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 6.2 | $115M | 460k | 249.35 | |
Ishares Tr Core Msci Eafe (IEFA) | 4.1 | $75M | 1.2M | 64.35 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 3.9 | $72M | 1.0M | 72.31 | |
Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 3.9 | $72M | 2.5M | 28.72 | |
Apple (AAPL) | 3.2 | $59M | 342k | 171.21 | |
Ishares Tr Core S&p Scp Etf (IJR) | 3.0 | $56M | 592k | 94.33 | |
Microsoft Corporation (MSFT) | 2.9 | $53M | 169k | 315.75 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.5 | $46M | 603k | 75.98 | |
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 2.4 | $45M | 537k | 84.15 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 2.3 | $43M | 841k | 50.89 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 1.8 | $32M | 641k | 50.49 | |
Ishares Core Msci Emkt (IEMG) | 1.7 | $32M | 668k | 47.59 | |
Alphabet Cap Stk Cl C (GOOG) | 1.7 | $31M | 238k | 131.85 | |
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 1.6 | $29M | 485k | 59.16 | |
Exxon Mobil Corporation (XOM) | 1.5 | $28M | 235k | 117.58 | |
Adobe Systems Incorporated (ADBE) | 1.5 | $27M | 53k | 509.90 | |
JPMorgan Chase & Co. (JPM) | 1.4 | $25M | 174k | 145.02 | |
Johnson & Johnson (JNJ) | 1.4 | $25M | 161k | 155.75 | |
Home Depot (HD) | 1.2 | $22M | 73k | 302.16 | |
Ishares Tr Core Msci Intl (IDEV) | 1.1 | $21M | 352k | 58.28 | |
Visa Com Cl A (V) | 1.1 | $20M | 89k | 230.01 | |
Amgen (AMGN) | 1.0 | $19M | 71k | 268.76 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $19M | 435k | 43.72 | |
Stryker Corporation (SYK) | 1.0 | $19M | 69k | 273.27 | |
Pepsi (PEP) | 1.0 | $18M | 104k | 169.44 | |
Chevron Corporation (CVX) | 0.9 | $17M | 101k | 168.62 | |
NVIDIA Corporation (NVDA) | 0.9 | $16M | 38k | 434.99 | |
McDonald's Corporation (MCD) | 0.9 | $16M | 62k | 263.44 | |
Automatic Data Processing (ADP) | 0.9 | $16M | 67k | 240.58 | |
UnitedHealth (UNH) | 0.8 | $15M | 30k | 504.19 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $15M | 42k | 350.30 | |
TJX Companies (TJX) | 0.7 | $13M | 149k | 88.88 | |
Comcast Corp Cl A (CMCSA) | 0.7 | $13M | 297k | 44.34 | |
Union Pacific Corporation (UNP) | 0.7 | $13M | 63k | 203.63 | |
Ecolab (ECL) | 0.7 | $13M | 74k | 169.40 | |
Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.7 | $12M | 136k | 91.12 | |
Nextera Energy (NEE) | 0.7 | $12M | 214k | 57.29 | |
Costco Wholesale Corporation (COST) | 0.6 | $11M | 20k | 564.96 | |
Marsh & McLennan Companies (MMC) | 0.6 | $11M | 58k | 190.30 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $11M | 62k | 176.74 | |
Toro Company (TTC) | 0.6 | $11M | 129k | 83.10 | |
Starbucks Corporation (SBUX) | 0.6 | $11M | 116k | 91.27 | |
Intuit (INTU) | 0.5 | $10M | 20k | 510.94 | |
Qualcomm (QCOM) | 0.5 | $9.9M | 89k | 111.06 | |
Monster Beverage Corp (MNST) | 0.5 | $9.5M | 180k | 52.95 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.5 | $9.4M | 21k | 456.64 | |
Amphenol Corp Cl A (APH) | 0.5 | $9.3M | 111k | 83.99 | |
Netflix (NFLX) | 0.5 | $9.2M | 25k | 377.60 | |
Church & Dwight (CHD) | 0.5 | $9.2M | 100k | 91.63 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $9.2M | 30k | 307.11 | |
S&p Global (SPGI) | 0.5 | $8.9M | 24k | 365.41 | |
T. Rowe Price (TROW) | 0.5 | $8.6M | 82k | 104.87 | |
Procter & Gamble Company (PG) | 0.5 | $8.6M | 59k | 145.86 | |
Verizon Communications (VZ) | 0.5 | $8.4M | 260k | 32.41 | |
Illinois Tool Works (ITW) | 0.5 | $8.4M | 36k | 230.31 | |
Tractor Supply Company (TSCO) | 0.5 | $8.3M | 41k | 203.05 | |
Msci (MSCI) | 0.4 | $8.3M | 16k | 513.08 | |
Lockheed Martin Corporation (LMT) | 0.4 | $7.9M | 19k | 408.96 | |
ResMed (RMD) | 0.4 | $7.9M | 53k | 147.87 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.4 | $7.8M | 233k | 33.57 | |
Spdr Gold Tr Gold Shs (GLD) | 0.4 | $7.5M | 44k | 171.45 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $7.2M | 104k | 69.78 | |
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) | 0.4 | $7.0M | 396k | 17.82 | |
Chemed Corp Com Stk (CHE) | 0.4 | $6.9M | 13k | 519.70 | |
Packaging Corporation of America (PKG) | 0.4 | $6.9M | 45k | 153.55 | |
Fortinet | 0.4 | $6.7M | 114k | 58.68 | |
Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.4 | $6.7M | 268k | 24.84 | |
Applied Materials (AMAT) | 0.4 | $6.6M | 48k | 138.45 | |
Select Sector Spdr Tr Energy (XLE) | 0.3 | $6.4M | 70k | 90.39 | |
Wec Energy Group (WEC) | 0.3 | $6.3M | 79k | 80.55 | |
Public Storage (PSA) | 0.3 | $6.3M | 24k | 263.52 | |
Hershey Company (HSY) | 0.3 | $6.0M | 30k | 200.08 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.3 | $6.0M | 125k | 47.89 | |
Verisign Inc cs | 0.3 | $5.7M | 28k | 202.53 | |
IDEXX Laboratories (IDXX) | 0.3 | $5.7M | 13k | 437.27 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $5.4M | 13k | 427.48 | |
Abbvie (ABBV) | 0.3 | $5.4M | 36k | 149.06 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $5.1M | 74k | 68.92 | |
American Tower Reit (AMT) | 0.3 | $5.0M | 31k | 164.45 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $5.0M | 58k | 86.90 | |
Clorox Company (CLX) | 0.3 | $4.8M | 37k | 131.06 | |
Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.3 | $4.8M | 203k | 23.82 | |
Nike CL B (NKE) | 0.2 | $4.6M | 48k | 95.62 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $4.5M | 12k | 395.91 | |
Norfolk Southern (NSC) | 0.2 | $4.2M | 21k | 196.93 | |
Abbott Laboratories (ABT) | 0.2 | $4.1M | 42k | 96.85 | |
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.2 | $4.1M | 230k | 17.69 | |
Texas Instruments Incorporated (TXN) | 0.2 | $3.2M | 20k | 159.01 | |
Amazon (AMZN) | 0.2 | $3.2M | 25k | 127.12 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $3.2M | 21k | 155.38 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $3.1M | 24k | 130.86 | |
Livonia, Avon & Lakeville Ra Reg Shs | 0.2 | $3.1M | 12.00 | 258573.00 | |
Plymouth Indl Reit (PLYM) | 0.2 | $3.0M | 141k | 20.95 | |
Nucor Corporation (NUE) | 0.2 | $2.8M | 18k | 156.35 | |
3M Company (MMM) | 0.2 | $2.8M | 30k | 93.62 | |
Eli Lilly & Co. (LLY) | 0.1 | $2.8M | 5.1k | 537.13 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $2.7M | 57k | 48.10 | |
Merck & Co (MRK) | 0.1 | $2.7M | 26k | 102.95 | |
American Express Company (AXP) | 0.1 | $2.6M | 17k | 149.19 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $2.6M | 65k | 39.21 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.5M | 6.4k | 392.70 | |
Target Corporation cs | 0.1 | $2.2M | 20k | 110.57 | |
Volex Plc Ord Reg Shs | 0.1 | $2.2M | 566k | 3.84 | |
Ishares Tr Global 100 Etf (IOO) | 0.1 | $2.1M | 29k | 73.24 | |
Raytheon Technologies Corp | 0.1 | $2.0M | 28k | 71.97 | |
Pfizer (PFE) | 0.1 | $1.9M | 58k | 33.17 | |
Walt Disney Company (DIS) | 0.1 | $1.9M | 24k | 81.05 | |
Cisco Systems (CSCO) | 0.1 | $1.8M | 34k | 53.76 | |
Us Bancorp Del Com New (USB) | 0.1 | $1.7M | 53k | 33.06 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.6M | 16k | 102.86 | |
Cigna Corp (CI) | 0.1 | $1.6M | 5.6k | 286.07 | |
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $1.5M | 35k | 43.79 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $1.5M | 18k | 82.52 | |
Boeing Company (BA) | 0.1 | $1.5M | 7.8k | 191.68 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $1.4M | 30k | 48.65 | |
Prologis (PLD) | 0.1 | $1.4M | 13k | 112.21 | |
Caterpillar (CAT) | 0.1 | $1.4M | 5.1k | 273.00 | |
Bristol Myers Squibb (BMY) | 0.1 | $1.4M | 23k | 58.04 | |
General Electric Com New (GE) | 0.1 | $1.4M | 12k | 110.55 | |
Intel Corporation (INTC) | 0.1 | $1.3M | 38k | 35.55 | |
Northern Trust Corporation (NTRS) | 0.1 | $1.3M | 19k | 69.48 | |
ConocoPhillips (COP) | 0.1 | $1.3M | 11k | 119.80 | |
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.3M | 12k | 103.72 | |
Honeywell International (HON) | 0.1 | $1.3M | 6.9k | 184.74 | |
Oracle Corporation (ORCL) | 0.1 | $1.2M | 12k | 105.92 | |
Invesco Qqq Tr Unit Ser 1 (IVZ) | 0.1 | $1.2M | 3.5k | 358.27 | |
Deere & Company (DE) | 0.1 | $1.2M | 3.2k | 377.38 | |
Coca-Cola Company (KO) | 0.1 | $1.1M | 20k | 55.98 | |
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $1.1M | 31k | 36.90 | |
Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $1.1M | 23k | 48.07 | |
At&t (T) | 0.1 | $1.1M | 72k | 15.02 | |
Eversource Energy (ES) | 0.1 | $1.1M | 18k | 58.15 | |
Toronto Dominion Bk Ont Com New (TD) | 0.1 | $1.0M | 17k | 60.26 | |
Spdr Ser Tr S&p Bk Etf (KBE) | 0.1 | $981k | 27k | 36.85 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $970k | 14k | 69.25 | |
Shell Spon Ads (SHEL) | 0.1 | $937k | 15k | 64.38 | |
Brp Group Com Cl A (BWIN) | 0.1 | $929k | 40k | 23.23 | |
Select Sector Spdr Tr Indl (XLI) | 0.0 | $915k | 9.0k | 101.38 | |
Emerson Electric (EMR) | 0.0 | $857k | 8.9k | 96.57 | |
Broadcom (AVGO) | 0.0 | $847k | 1.0k | 830.58 | |
Carrier Global Corporation (CARR) | 0.0 | $838k | 15k | 55.20 | |
BP Sponsored Adr (BP) | 0.0 | $816k | 21k | 38.72 | |
Lowe's Companies (LOW) | 0.0 | $783k | 3.8k | 207.84 | |
Danaher Corporation (DHR) | 0.0 | $779k | 3.1k | 248.10 | |
Vanguard World Fds Energy Etf (VDE) | 0.0 | $776k | 6.1k | 126.74 | |
General Mills (GIS) | 0.0 | $766k | 12k | 63.99 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $754k | 17k | 44.23 | |
Allstate Corporation (ALL) | 0.0 | $733k | 6.6k | 111.41 | |
Phillips 66 (PSX) | 0.0 | $721k | 6.0k | 120.15 | |
Southern Company (SO) | 0.0 | $711k | 11k | 64.72 | |
Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $669k | 8.6k | 78.14 | |
Fiserv (FI) | 0.0 | $650k | 5.8k | 112.96 | |
Vanguard Index Fds Value Etf (VTV) | 0.0 | $640k | 4.6k | 137.93 | |
Colgate-Palmolive Company (CL) | 0.0 | $634k | 8.9k | 71.11 | |
Novartis Sponsored Adr (NVS) | 0.0 | $628k | 6.2k | 101.86 | |
FedEx Corporation (FDX) | 0.0 | $625k | 2.4k | 264.92 | |
Philip Morris International (PM) | 0.0 | $600k | 6.5k | 92.58 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $591k | 4.9k | 121.86 | |
J P Morgan Exchange Traded F Betabuilders Usd (BBHY) | 0.0 | $589k | 13k | 43.88 | |
International Business Machines (IBM) | 0.0 | $578k | 4.1k | 140.30 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $560k | 3.4k | 163.93 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $559k | 15k | 37.95 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $550k | 2.0k | 272.31 | |
Select Sector Spdr Tr Communication (XLC) | 0.0 | $545k | 8.3k | 65.57 | |
Eaton Corp SHS (ETN) | 0.0 | $545k | 2.6k | 213.28 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $535k | 7.7k | 69.40 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $531k | 2.5k | 212.41 | |
Thermo Fisher Scientific (TMO) | 0.0 | $530k | 1.0k | 506.17 | |
Schlumberger Com Stk (SLB) | 0.0 | $518k | 8.9k | 58.30 | |
Otis Worldwide Corp (OTIS) | 0.0 | $511k | 6.4k | 80.31 | |
Ishares Tr Us Regnl Bks Etf (IAT) | 0.0 | $476k | 14k | 33.60 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $472k | 3.9k | 120.85 | |
Altria (MO) | 0.0 | $469k | 11k | 42.05 | |
SYSCO Corporation (SYY) | 0.0 | $455k | 6.9k | 66.05 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $454k | 6.0k | 75.17 | |
Enterprise Products Partners (EPD) | 0.0 | $453k | 17k | 27.37 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $446k | 1.7k | 265.99 | |
PPG Industries (PPG) | 0.0 | $444k | 3.4k | 129.80 | |
Ameriprise Financial (AMP) | 0.0 | $426k | 1.3k | 329.68 | |
Glencore Reg Shs | 0.0 | $424k | 74k | 5.73 | |
Ishares Msci Emrg Chn (EMXC) | 0.0 | $418k | 8.4k | 49.83 | |
State Street Corporation (STT) | 0.0 | $413k | 6.2k | 66.96 | |
Edwards Lifesciences Corp | 0.0 | $407k | 5.9k | 69.28 | |
Ishares Gold Tr Ishares New (IAU) | 0.0 | $405k | 12k | 34.99 | |
Novo-nordisk A S Adr (NVO) | 0.0 | $400k | 4.4k | 90.94 | |
Ishares Tr National Mun Etf (MUB) | 0.0 | $397k | 3.9k | 102.54 | |
MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $383k | 11k | 35.57 | |
Walgreen Boots Alliance (WBA) | 0.0 | $381k | 17k | 22.24 | |
Hormel Foods Corporation (HRL) | 0.0 | $380k | 10k | 38.03 | |
Air Products & Chemicals (APD) | 0.0 | $376k | 1.3k | 283.40 | |
Medtronic SHS (MDT) | 0.0 | $364k | 2.5k | 143.04 | |
Becton, Dickinson and (BDX) | 0.0 | $362k | 1.4k | 258.53 | |
Cintas Corporation (CTAS) | 0.0 | $356k | 740.00 | 481.01 | |
Eastman Chemical Company (EMN) | 0.0 | $355k | 4.6k | 76.72 | |
Masco Corporation (MAS) | 0.0 | $353k | 6.6k | 53.45 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $353k | 600.00 | 588.66 | |
Bank of America Corporation (BAC) | 0.0 | $345k | 13k | 27.38 | |
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $339k | 2.3k | 144.98 | |
Omni (OMC) | 0.0 | $332k | 4.5k | 74.48 | |
Gilead Sciences (GILD) | 0.0 | $332k | 4.4k | 74.94 | |
Magna Intl Inc cl a (MGA) | 0.0 | $327k | 6.1k | 53.61 | |
Wal-Mart Stores (WMT) | 0.0 | $324k | 2.0k | 159.93 | |
Essential Utils (WTRG) | 0.0 | $323k | 9.4k | 34.33 | |
SEI Investments Company (SEIC) | 0.0 | $310k | 5.2k | 60.23 | |
Zimmer Holdings (ZBH) | 0.0 | $305k | 2.7k | 112.22 | |
eBay (EBAY) | 0.0 | $301k | 6.8k | 44.09 | |
Morgan Stanley Com New (MS) | 0.0 | $300k | 3.7k | 81.67 | |
Dow (DOW) | 0.0 | $294k | 5.7k | 51.56 | |
Dover Corporation (DOV) | 0.0 | $292k | 2.1k | 139.51 | |
Ishares Tr Broad Usd High (USHY) | 0.0 | $291k | 8.4k | 34.71 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $286k | 6.7k | 42.65 | |
Paychex (PAYX) | 0.0 | $284k | 2.5k | 115.33 | |
PNC Financial Services (PNC) | 0.0 | $278k | 2.3k | 122.77 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $267k | 1.1k | 234.91 | |
EOG Resources (EOG) | 0.0 | $266k | 2.1k | 126.76 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $262k | 3.5k | 75.66 | |
International Flavors & Fragrances (IFF) | 0.0 | $252k | 3.7k | 68.17 | |
Corteva (CTVA) | 0.0 | $251k | 4.9k | 51.16 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $248k | 1.6k | 151.82 | |
Kt Corp Sponsored Adr (KT) | 0.0 | $247k | 19k | 12.82 | |
Paypal Holdings (PYPL) | 0.0 | $247k | 4.2k | 58.46 | |
Canadian Natural Resources (CNQ) | 0.0 | $244k | 3.8k | 64.67 | |
Mccormick & Co Com Non Vtg (MKC) | 0.0 | $241k | 3.2k | 75.64 | |
Kb Finl Group Sponsored Adr (KB) | 0.0 | $236k | 5.7k | 41.11 | |
Check Point Software Tech Lt Ord (CHKP) | 0.0 | $228k | 1.7k | 133.28 | |
American Electric Power Company (AEP) | 0.0 | $225k | 3.0k | 75.22 | |
United Parcel Service CL B (UPS) | 0.0 | $225k | 1.4k | 155.87 | |
CVS Caremark Corporation (CVS) | 0.0 | $223k | 3.2k | 69.82 | |
Service Corporation International (SCI) | 0.0 | $223k | 3.9k | 57.14 | |
Discover Financial Services (DFS) | 0.0 | $216k | 2.5k | 86.63 | |
Capital One Financial (COF) | 0.0 | $215k | 2.2k | 97.05 | |
National Storage Affiliates Com Shs Ben In (NSA) | 0.0 | $213k | 6.7k | 31.74 | |
Dominion Resources (D) | 0.0 | $213k | 4.8k | 44.67 | |
Spire (SR) | 0.0 | $205k | 3.6k | 56.58 | |
Halliburton Company (HAL) | 0.0 | $204k | 5.0k | 40.50 | |
Porsche Automobil Hldg Se Unsponsord Adr (POAHY) | 0.0 | $191k | 39k | 4.94 | |
Swire Pac Spon Adr A (SWRAY) | 0.0 | $186k | 28k | 6.75 | |
Nokia Corp Sponsored Adr (NOK) | 0.0 | $75k | 20k | 3.74 | |
Ojsc Oc Rosneft Rub 0.01 Gdr Reg Shs | 0.0 | $36k | 30k | 1.19 | |
Tirex (TXMC) | 0.0 | $0 | 10k | 0.00 |