Cape Cod Five Cents Savings Bank as of Sept. 30, 2024
Portfolio Holdings for Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank holds 189 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 |
---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 8.8 | $91M | 165k | 547.23 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 5.9 | $61M | 1.0M | 58.52 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 5.4 | $56M | 704k | 79.93 | |
Ishares Tr Core Msci Eafe (IEFA) | 4.2 | $43M | 591k | 72.64 | |
Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 3.8 | $40M | 1.4M | 28.87 | |
Ishares Tr Core S&p Scp Etf (IJR) | 3.2 | $33M | 307k | 106.66 | |
Apple (AAPL) | 3.2 | $33M | 156k | 210.62 | |
Microsoft Corporation (MSFT) | 3.1 | $32M | 72k | 446.95 | |
Ishares Core Msci Emkt (IEMG) | 2.7 | $28M | 528k | 53.53 | |
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 2.7 | $28M | 273k | 102.98 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.3 | $23M | 402k | 58.23 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 2.2 | $22M | 436k | 51.09 | |
Alphabet Cap Stk Cl C (GOOG) | 1.8 | $19M | 101k | 183.42 | |
NVIDIA Corporation (NVDA) | 1.7 | $18M | 141k | 123.54 | |
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 1.7 | $17M | 275k | 62.91 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $16M | 80k | 202.26 | |
Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.4 | $15M | 527k | 28.30 | |
Adobe Systems Incorporated (ADBE) | 1.3 | $14M | 24k | 555.54 | |
Exxon Mobil Corporation (XOM) | 1.2 | $13M | 109k | 115.12 | |
Home Depot (HD) | 1.1 | $12M | 34k | 344.24 | |
Johnson & Johnson (JNJ) | 1.1 | $11M | 78k | 146.16 | |
Stryker Corporation (SYK) | 1.1 | $11M | 32k | 340.25 | |
Ishares Tr Core Msci Intl (IDEV) | 1.0 | $11M | 163k | 65.64 | |
Visa Com Cl A (V) | 1.0 | $11M | 40k | 262.47 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $10M | 209k | 49.42 | |
Amgen (AMGN) | 1.0 | $9.9M | 32k | 312.45 | |
Netflix (NFLX) | 0.8 | $8.6M | 13k | 674.88 | |
Pepsi (PEP) | 0.8 | $8.4M | 51k | 164.93 | |
TJX Companies (TJX) | 0.8 | $8.2M | 75k | 110.10 | |
Ecolab (ECL) | 0.8 | $7.9M | 33k | 238.00 | |
Automatic Data Processing (ADP) | 0.8 | $7.8M | 33k | 238.69 | |
McDonald's Corporation (MCD) | 0.7 | $7.7M | 30k | 254.84 | |
Chevron Corporation (CVX) | 0.7 | $7.6M | 48k | 156.42 | |
Costco Wholesale Corporation (COST) | 0.7 | $7.5M | 8.9k | 849.99 | |
Nextera Energy (NEE) | 0.7 | $7.4M | 105k | 70.81 | |
Qualcomm (QCOM) | 0.7 | $7.3M | 37k | 199.18 | |
UnitedHealth (UNH) | 0.7 | $7.1M | 14k | 509.26 | |
Union Pacific Corporation (UNP) | 0.6 | $6.7M | 30k | 226.26 | |
Intuit (INTU) | 0.6 | $6.6M | 10k | 657.21 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 0.6 | $6.4M | 85k | 74.89 | |
Amazon (AMZN) | 0.6 | $6.2M | 32k | 193.25 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $6.0M | 29k | 202.89 | |
Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.6 | $5.9M | 62k | 95.07 | |
Amphenol Corp Cl A (APH) | 0.6 | $5.9M | 87k | 67.37 | |
Marsh & McLennan Companies (MMC) | 0.5 | $5.6M | 27k | 210.72 | |
Verizon Communications (VZ) | 0.5 | $5.1M | 125k | 41.24 | |
Lockheed Martin Corporation (LMT) | 0.5 | $5.1M | 11k | 467.10 | |
ResMed (RMD) | 0.5 | $5.1M | 27k | 191.42 | |
Tractor Supply Company (TSCO) | 0.5 | $5.1M | 19k | 270.00 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.5 | $4.9M | 9.1k | 535.08 | |
Spdr Gold Tr Gold Shs (GLD) | 0.5 | $4.9M | 23k | 215.01 | |
Msci (MSCI) | 0.5 | $4.8M | 10k | 481.75 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $4.8M | 12k | 406.80 | |
S&p Global (SPGI) | 0.4 | $4.6M | 10k | 446.00 | |
Applied Materials (AMAT) | 0.4 | $4.6M | 20k | 235.99 | |
T. Rowe Price (TROW) | 0.4 | $4.5M | 39k | 115.31 | |
Church & Dwight (CHD) | 0.4 | $4.5M | 44k | 103.68 | |
Monster Beverage Corp (MNST) | 0.4 | $4.5M | 90k | 49.95 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $4.5M | 87k | 52.01 | |
Procter & Gamble Company (PG) | 0.4 | $4.5M | 27k | 164.92 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $4.1M | 14k | 303.41 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.4 | $4.0M | 107k | 37.67 | |
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) | 0.4 | $3.9M | 205k | 19.14 | |
Meta Platforms Cl A (META) | 0.4 | $3.9M | 7.7k | 504.22 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $3.9M | 22k | 173.81 | |
Fortinet (FTNT) | 0.4 | $3.8M | 63k | 60.27 | |
Packaging Corporation of America (PKG) | 0.3 | $3.6M | 20k | 182.56 | |
Public Storage (PSA) | 0.3 | $3.6M | 12k | 287.65 | |
Chemed Corp Com Stk (CHE) | 0.3 | $3.5M | 6.4k | 542.58 | |
Toro Company (TTC) | 0.3 | $3.5M | 37k | 93.51 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $3.4M | 6.3k | 544.22 | |
Illinois Tool Works (ITW) | 0.3 | $3.3M | 14k | 236.96 | |
American Tower Reit (AMT) | 0.3 | $3.3M | 17k | 194.38 | |
Wec Energy Group (WEC) | 0.3 | $3.2M | 41k | 78.46 | |
Hershey Company (HSY) | 0.3 | $3.1M | 17k | 183.83 | |
IDEXX Laboratories (IDXX) | 0.3 | $3.1M | 6.3k | 487.20 | |
Abbvie (ABBV) | 0.3 | $3.1M | 18k | 171.52 | |
Select Sector Spdr Tr Energy (XLE) | 0.3 | $3.1M | 34k | 91.15 | |
Paypal Holdings (PYPL) | 0.3 | $3.0M | 52k | 58.03 | |
Clorox Company (CLX) | 0.3 | $2.8M | 20k | 136.47 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $2.7M | 35k | 78.33 | |
Copart (CPRT) | 0.3 | $2.6M | 48k | 54.16 | |
Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.2 | $2.5M | 100k | 25.42 | |
Eli Lilly & Co. (LLY) | 0.2 | $2.3M | 2.5k | 905.38 | |
Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.2 | $2.2M | 100k | 22.22 | |
Abbott Laboratories (ABT) | 0.2 | $2.1M | 20k | 103.91 | |
Norfolk Southern (NSC) | 0.2 | $2.0M | 9.3k | 214.69 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $2.0M | 11k | 182.15 | |
Texas Instruments Incorporated (TXN) | 0.2 | $2.0M | 10k | 194.53 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $1.9M | 4.4k | 441.16 | |
American Express Company (AXP) | 0.2 | $1.8M | 7.6k | 231.55 | |
Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.2 | $1.7M | 67k | 25.44 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.7M | 9.2k | 182.55 | |
Merck & Co (MRK) | 0.2 | $1.6M | 13k | 123.80 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.6M | 22k | 72.05 | |
Nike CL B (NKE) | 0.2 | $1.6M | 21k | 75.37 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $1.5M | 39k | 39.16 | |
Plymouth Indl Reit (PLYM) | 0.1 | $1.5M | 70k | 21.38 | |
Starbucks Corporation (SBUX) | 0.1 | $1.5M | 19k | 77.85 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.4M | 32k | 43.76 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.4M | 2.8k | 500.13 | |
Target Corporation (TGT) | 0.1 | $1.4M | 9.2k | 148.04 | |
Nucor Corporation (NUE) | 0.1 | $1.3M | 8.5k | 158.08 | |
Ishares Tr Global 100 Etf (IOO) | 0.1 | $1.2M | 13k | 96.58 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $1.2M | 25k | 48.13 | |
Volex Plc Ord Reg Shs | 0.1 | $1.2M | 284k | 4.07 | |
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $1.1M | 26k | 41.53 | |
3M Company (MMM) | 0.1 | $1.1M | 10k | 102.19 | |
Walt Disney Company (DIS) | 0.1 | $1.0M | 11k | 99.29 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.0M | 21k | 50.11 | |
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $939k | 18k | 51.30 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $928k | 1.9k | 479.11 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $909k | 10k | 88.48 | |
Cigna Corp (CI) | 0.1 | $896k | 2.7k | 330.57 | |
Ge Aerospace Com New (GE) | 0.1 | $852k | 5.4k | 158.97 | |
Cisco Systems (CSCO) | 0.1 | $773k | 16k | 47.51 | |
Raytheon Technologies Corp (RTX) | 0.1 | $711k | 7.1k | 100.39 | |
Honeywell International (HON) | 0.1 | $698k | 3.3k | 213.54 | |
Northern Trust Corporation (NTRS) | 0.1 | $622k | 7.4k | 83.98 | |
Prologis (PLD) | 0.1 | $610k | 5.4k | 112.31 | |
Deere & Company (DE) | 0.1 | $609k | 1.6k | 373.63 | |
Oracle Corporation (ORCL) | 0.1 | $601k | 4.3k | 141.20 | |
Pfizer (PFE) | 0.1 | $594k | 21k | 27.98 | |
ConocoPhillips (COP) | 0.1 | $585k | 5.1k | 114.38 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $568k | 7.0k | 81.08 | |
Select Sector Spdr Tr Indl (XLI) | 0.1 | $557k | 4.6k | 121.87 | |
Vanguard World Energy Etf (VDE) | 0.1 | $535k | 4.2k | 127.57 | |
Allstate Corporation (ALL) | 0.1 | $531k | 3.3k | 159.66 | |
Verisign (VRSN) | 0.1 | $530k | 3.0k | 177.80 | |
Coca-Cola Company (KO) | 0.1 | $523k | 8.2k | 63.65 | |
Intel Corporation (INTC) | 0.1 | $517k | 17k | 30.97 | |
Boeing Company (BA) | 0.0 | $514k | 2.8k | 182.01 | |
Spdr Ser Tr S&p Bk Etf (KBE) | 0.0 | $483k | 10k | 46.39 | |
Vanguard Index Fds Value Etf (VTV) | 0.0 | $483k | 3.0k | 160.41 | |
At&t (T) | 0.0 | $478k | 25k | 19.11 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $472k | 2.1k | 226.23 | |
Bristol Myers Squibb (BMY) | 0.0 | $465k | 11k | 41.53 | |
Eversource Energy (ES) | 0.0 | $450k | 7.9k | 56.71 | |
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $433k | 7.9k | 54.96 | |
Broadcom (AVGO) | 0.0 | $421k | 262.00 | 1605.53 | |
Colgate-Palmolive Company (CL) | 0.0 | $410k | 4.2k | 97.04 | |
Eaton Corp SHS (ETN) | 0.0 | $392k | 1.2k | 313.55 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $385k | 3.7k | 104.55 | |
International Business Machines (IBM) | 0.0 | $385k | 2.2k | 172.95 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $381k | 1.3k | 297.54 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $374k | 1.0k | 374.01 | |
Danaher Corporation (DHR) | 0.0 | $373k | 1.5k | 249.85 | |
Ishares Gold Tr Ishares New (IAU) | 0.0 | $372k | 8.5k | 43.93 | |
Phillips 66 (PSX) | 0.0 | $371k | 2.6k | 141.17 | |
Us Bancorp Del Com New (USB) | 0.0 | $366k | 9.2k | 39.70 | |
Ishares Msci Emrg Chn (EMXC) | 0.0 | $362k | 6.1k | 59.20 | |
Southern Company (SO) | 0.0 | $358k | 4.6k | 77.57 | |
Novartis Sponsored Adr (NVS) | 0.0 | $356k | 3.3k | 106.46 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $350k | 6.8k | 51.26 | |
General Mills (GIS) | 0.0 | $348k | 5.5k | 63.26 | |
Select Sector Spdr Tr Communication (XLC) | 0.0 | $345k | 4.0k | 85.66 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $336k | 4.3k | 77.76 | |
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $318k | 1.2k | 260.70 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $317k | 1.2k | 267.51 | |
Shell Spon Ads (SHEL) | 0.0 | $307k | 4.3k | 72.18 | |
Novo-nordisk A S Adr (NVO) | 0.0 | $303k | 2.1k | 142.74 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $301k | 827.00 | 364.51 | |
Lowe's Companies (LOW) | 0.0 | $298k | 1.4k | 220.46 | |
Emerson Electric (EMR) | 0.0 | $298k | 2.7k | 110.16 | |
Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $285k | 5.7k | 50.21 | |
Ameriprise Financial (AMP) | 0.0 | $276k | 646.00 | 427.19 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $276k | 2.0k | 136.88 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $270k | 6.3k | 42.59 | |
Edwards Lifesciences (EW) | 0.0 | $266k | 2.9k | 92.37 | |
Ishares Tr Tips Bd Etf (TIP) | 0.0 | $264k | 2.5k | 106.78 | |
Cintas Corporation (CTAS) | 0.0 | $252k | 360.00 | 700.26 | |
Thermo Fisher Scientific (TMO) | 0.0 | $249k | 451.00 | 553.00 | |
J P Morgan Exchange Traded F Betabuilders Usd (BBHY) | 0.0 | $246k | 5.4k | 45.74 | |
FedEx Corporation (FDX) | 0.0 | $242k | 808.00 | 299.84 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $236k | 1.7k | 138.20 | |
Carrier Global Corporation (CARR) | 0.0 | $234k | 3.7k | 63.08 | |
SYSCO Corporation (SYY) | 0.0 | $233k | 3.3k | 71.39 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $224k | 3.4k | 65.44 | |
Masco Corporation (MAS) | 0.0 | $219k | 3.3k | 66.67 | |
Ge Vernova (GEV) | 0.0 | $214k | 1.3k | 171.51 | |
Glencore Reg Shs | 0.0 | $211k | 37k | 5.70 | |
Brinker International (EAT) | 0.0 | $210k | 2.9k | 72.39 | |
Fiserv (FI) | 0.0 | $205k | 1.4k | 149.04 | |
PPG Industries (PPG) | 0.0 | $204k | 1.6k | 125.89 | |
BP Sponsored Adr (BP) | 0.0 | $202k | 5.6k | 36.10 | |
Kt Corp Sponsored Adr (KT) | 0.0 | $144k | 11k | 13.67 | |
Swire Pac Spon Adr A (SWRAY) | 0.0 | $140k | 16k | 8.84 | |
Porsche Automobil Hldg Se Unsponsord Adr (POAHY) | 0.0 | $72k | 16k | 4.52 | |
Ojsc Oc Rosneft Rub 0.01 Gdr Reg Shs | 0.0 | $18k | 15k | 1.19 |