Pioneer Trust Bank N A as of June 30, 2024
Portfolio Holdings for Pioneer Trust Bank N A
Pioneer Trust Bank N A holds 76 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 |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 8.4 | $31M | 70k | 446.95 | |
Apple (AAPL) | 7.2 | $27M | 126k | 210.62 | |
Berkshire Hathaway (BRK.B) | 5.9 | $22M | 54k | 406.80 | |
Alphabet Inc Class C cs (GOOG) | 4.6 | $17M | 93k | 183.42 | |
Valmont Industries (VMI) | 4.3 | $16M | 58k | 274.45 | |
Spdr S&p 500 Etf (SPY) | 4.1 | $15M | 28k | 544.22 | |
UnitedHealth (UNH) | 3.8 | $14M | 28k | 509.26 | |
Oracle Corporation (ORCL) | 3.5 | $13M | 91k | 141.20 | |
Accenture (ACN) | 3.3 | $12M | 40k | 303.41 | |
Amazon (AMZN) | 2.8 | $11M | 54k | 193.25 | |
JPMorgan Chase & Co. (JPM) | 2.8 | $10M | 51k | 202.26 | |
Pepsi (PEP) | 2.7 | $9.9M | 60k | 164.93 | |
Visa (V) | 2.4 | $8.9M | 34k | 262.47 | |
Chevron Corporation (CVX) | 2.4 | $8.9M | 57k | 156.42 | |
Eli Lilly & Co. (LLY) | 2.3 | $8.6M | 9.5k | 905.38 | |
Procter & Gamble Company (PG) | 2.3 | $8.5M | 52k | 164.92 | |
Danaher Corporation (DHR) | 2.3 | $8.4M | 34k | 249.85 | |
BlackRock | 2.0 | $7.4M | 9.5k | 787.32 | |
Lowe's Companies (LOW) | 1.9 | $7.2M | 33k | 220.46 | |
Illinois Tool Works (ITW) | 1.8 | $6.7M | 28k | 236.96 | |
Exxon Mobil Corporation (XOM) | 1.8 | $6.5M | 57k | 115.12 | |
Adobe Systems Incorporated (ADBE) | 1.7 | $6.4M | 12k | 555.54 | |
Honeywell International (HON) | 1.7 | $6.4M | 30k | 213.54 | |
Nextera Energy (NEE) | 1.7 | $6.3M | 89k | 70.81 | |
Walt Disney Company (DIS) | 1.6 | $6.1M | 62k | 99.29 | |
Abbott Laboratories (ABT) | 1.6 | $6.1M | 59k | 103.91 | |
Johnson & Johnson (JNJ) | 1.6 | $6.1M | 42k | 146.16 | |
Comcast Corporation (CMCSA) | 1.6 | $5.9M | 151k | 39.16 | |
TJX Companies (TJX) | 1.6 | $5.8M | 53k | 110.10 | |
Nike (NKE) | 1.5 | $5.6M | 75k | 75.37 | |
salesforce (CRM) | 1.5 | $5.5M | 22k | 257.10 | |
Cisco Systems (CSCO) | 1.5 | $5.5M | 116k | 47.51 | |
Raytheon Technologies Corp (RTX) | 1.3 | $4.7M | 47k | 100.39 | |
McDonald's Corporation (MCD) | 1.0 | $3.8M | 15k | 254.84 | |
Alphabet Inc Class A cs (GOOGL) | 0.9 | $3.4M | 19k | 182.15 | |
Amgen (AMGN) | 0.5 | $1.7M | 5.5k | 312.45 | |
iShares S&P 1500 Index Fund (ITOT) | 0.4 | $1.6M | 14k | 118.78 | |
Merck & Co (MRK) | 0.4 | $1.4M | 11k | 123.80 | |
Costco Wholesale Corporation (COST) | 0.4 | $1.4M | 1.6k | 849.99 | |
iShares S&P MidCap 400 Index (IJH) | 0.3 | $1.1M | 19k | 58.52 | |
U.S. Bancorp (USB) | 0.3 | $1.1M | 27k | 39.70 | |
Wal-Mart Stores (WMT) | 0.3 | $1.0M | 16k | 67.71 | |
Lockheed Martin Corporation (LMT) | 0.2 | $897k | 1.9k | 467.10 | |
Starbucks Corporation (SBUX) | 0.2 | $874k | 11k | 77.85 | |
Coca-Cola Company (KO) | 0.2 | $820k | 13k | 63.65 | |
CSX Corporation (CSX) | 0.2 | $782k | 23k | 33.45 | |
iShares S&P SmallCap 600 Index (IJR) | 0.2 | $745k | 7.0k | 106.66 | |
Union Pacific Corporation (UNP) | 0.2 | $720k | 3.2k | 226.26 | |
Abbvie (ABBV) | 0.2 | $711k | 4.1k | 171.52 | |
NVIDIA Corporation (NVDA) | 0.2 | $636k | 5.2k | 123.54 | |
iShares Russell 2000 Index (IWM) | 0.2 | $626k | 3.1k | 202.89 | |
American Express Company (AXP) | 0.2 | $602k | 2.6k | 231.55 | |
AFLAC Incorporated (AFL) | 0.1 | $481k | 5.4k | 89.31 | |
Linde (LIN) | 0.1 | $446k | 1.0k | 438.81 | |
Trane Technologies (TT) | 0.1 | $416k | 1.3k | 328.93 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $407k | 5.2k | 78.33 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $398k | 743.00 | 535.08 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $386k | 6.0k | 64.25 | |
Boeing Company (BA) | 0.1 | $355k | 2.0k | 182.01 | |
Wells Fargo & Company (WFC) | 0.1 | $350k | 5.9k | 59.39 | |
International Business Machines (IBM) | 0.1 | $302k | 1.7k | 172.95 | |
Target Corporation (TGT) | 0.1 | $293k | 2.0k | 148.04 | |
Vanguard Information Technology ETF (VGT) | 0.1 | $288k | 500.00 | 576.59 | |
Intel Corporation (INTC) | 0.1 | $287k | 9.3k | 30.97 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.1 | $283k | 2.2k | 128.43 | |
Pfizer (PFE) | 0.1 | $278k | 10k | 27.98 | |
Aon (AON) | 0.1 | $270k | 919.00 | 293.58 | |
Schwab U S Small Cap ETF (SCHA) | 0.1 | $266k | 5.6k | 47.45 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $265k | 2.4k | 110.35 | |
Broadcom (AVGO) | 0.1 | $262k | 163.00 | 1605.53 | |
Carlisle Companies (CSL) | 0.1 | $243k | 600.00 | 405.21 | |
Kellogg Company (K) | 0.1 | $243k | 4.2k | 57.68 | |
Eaton (ETN) | 0.1 | $238k | 758.00 | 313.55 | |
Home Depot (HD) | 0.1 | $230k | 668.00 | 344.24 | |
Caterpillar (CAT) | 0.1 | $228k | 683.00 | 333.10 | |
Verizon Communications (VZ) | 0.1 | $217k | 5.3k | 41.24 |