Pioneer Trust Bank N A as of March 31, 2025
Portfolio Holdings for Pioneer Trust Bank N A
Pioneer Trust Bank N A holds 79 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 7.1 | $27M | 51k | 532.58 | |
| Microsoft Corporation (MSFT) | 6.9 | $26M | 70k | 375.39 | |
| Apple (AAPL) | 6.9 | $26M | 118k | 222.13 | |
| Spdr S&p 500 Etf (SPY) | 4.9 | $19M | 33k | 559.39 | |
| Valmont Industries (VMI) | 4.0 | $15M | 53k | 285.37 | |
| Alphabet Inc Class C cs (GOOG) | 3.8 | $15M | 94k | 156.23 | |
| UnitedHealth (UNH) | 3.8 | $14M | 27k | 523.75 | |
| Accenture (ACN) | 3.3 | $13M | 41k | 312.04 | |
| JPMorgan Chase & Co. (JPM) | 3.1 | $12M | 48k | 245.30 | |
| Oracle Corporation (ORCL) | 3.0 | $11M | 81k | 139.81 | |
| Amazon (AMZN) | 3.0 | $11M | 59k | 190.26 | |
| Visa (V) | 2.6 | $10M | 29k | 350.46 | |
| Blackrock (BLK) | 2.4 | $9.3M | 9.8k | 946.48 | |
| Eli Lilly & Co. (LLY) | 2.3 | $8.7M | 11k | 825.91 | |
| Chevron Corporation (CVX) | 2.2 | $8.5M | 51k | 167.29 | |
| Procter & Gamble Company (PG) | 2.2 | $8.3M | 49k | 170.42 | |
| Pepsi (PEP) | 2.1 | $7.9M | 52k | 149.94 | |
| Abbott Laboratories (ABT) | 2.0 | $7.6M | 58k | 132.65 | |
| Illinois Tool Works (ITW) | 2.0 | $7.4M | 30k | 248.01 | |
| Cisco Systems (CSCO) | 1.9 | $7.3M | 118k | 61.71 | |
| Exxon Mobil Corporation (XOM) | 1.8 | $7.0M | 59k | 118.93 | |
| Johnson & Johnson (JNJ) | 1.8 | $6.7M | 41k | 165.84 | |
| salesforce (CRM) | 1.7 | $6.5M | 24k | 268.36 | |
| Danaher Corporation (DHR) | 1.7 | $6.5M | 32k | 205.00 | |
| Lowe's Companies (LOW) | 1.7 | $6.3M | 27k | 233.23 | |
| Honeywell International (HON) | 1.6 | $6.1M | 29k | 211.75 | |
| Nextera Energy (NEE) | 1.6 | $5.9M | 84k | 70.89 | |
| Walt Disney Company (DIS) | 1.5 | $5.6M | 57k | 98.70 | |
| Raytheon Technologies Corp (RTX) | 1.5 | $5.6M | 42k | 132.46 | |
| McDonald's Corporation (MCD) | 1.4 | $5.3M | 17k | 312.37 | |
| TJX Companies (TJX) | 1.4 | $5.3M | 44k | 121.80 | |
| NVIDIA Corporation (NVDA) | 1.4 | $5.3M | 49k | 108.38 | |
| Adobe Systems Incorporated (ADBE) | 1.4 | $5.3M | 14k | 383.53 | |
| Comcast Corporation (CMCSA) | 1.2 | $4.6M | 124k | 36.90 | |
| Nike (NKE) | 1.2 | $4.5M | 71k | 63.48 | |
| Alphabet Inc Class A cs (GOOGL) | 0.8 | $2.9M | 19k | 154.64 | |
| Costco Wholesale Corporation (COST) | 0.5 | $2.0M | 2.2k | 945.77 | |
| Wal-Mart Stores (WMT) | 0.5 | $1.8M | 20k | 87.79 | |
| Amgen (AMGN) | 0.4 | $1.6M | 5.1k | 311.55 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.4 | $1.4M | 12k | 122.01 | |
| Starbucks Corporation (SBUX) | 0.3 | $1.1M | 11k | 98.09 | |
| iShares S&P MidCap 400 Index (IJH) | 0.3 | $1.1M | 19k | 58.35 | |
| U.S. Bancorp (USB) | 0.3 | $1.1M | 25k | 42.22 | |
| Abbvie (ABBV) | 0.3 | $991k | 4.7k | 209.52 | |
| Coca-Cola Company (KO) | 0.3 | $972k | 14k | 71.62 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $853k | 1.9k | 446.71 | |
| Union Pacific Corporation (UNP) | 0.2 | $757k | 3.2k | 236.24 | |
| American Express Company (AXP) | 0.2 | $700k | 2.6k | 269.05 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.2 | $690k | 6.6k | 104.57 | |
| CSX Corporation (CSX) | 0.2 | $688k | 23k | 29.43 | |
| Merck & Co (MRK) | 0.2 | $678k | 7.6k | 89.76 | |
| iShares Russell 2000 Index (IWM) | 0.2 | $615k | 3.1k | 199.49 | |
| AFLAC Incorporated (AFL) | 0.2 | $599k | 5.4k | 111.19 | |
| Linde (LIN) | 0.1 | $487k | 1.0k | 464.06 | |
| Emerson Electric (EMR) | 0.1 | $465k | 4.2k | 109.64 | |
| International Business Machines (IBM) | 0.1 | $435k | 1.7k | 248.66 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $425k | 5.2k | 81.73 | |
| Wells Fargo & Company (WFC) | 0.1 | $424k | 5.9k | 71.79 | |
| Trane Technologies (TT) | 0.1 | $411k | 1.2k | 336.92 | |
| Boeing Company (BA) | 0.1 | $401k | 2.4k | 170.55 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $397k | 18k | 22.08 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $392k | 735.00 | 533.48 | |
| Aon (AON) | 0.1 | $367k | 919.00 | 399.09 | |
| Broadcom (AVGO) | 0.1 | $332k | 2.0k | 167.43 | |
| Pfizer (PFE) | 0.1 | $318k | 13k | 25.34 | |
| Williams Companies (WMB) | 0.1 | $304k | 5.1k | 59.76 | |
| Verizon Communications (VZ) | 0.1 | $283k | 6.2k | 45.36 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $282k | 2.4k | 117.49 | |
| Stryker Corporation (SYK) | 0.1 | $279k | 750.00 | 372.25 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.1 | $274k | 2.2k | 124.50 | |
| Vanguard Information Technology ETF (VGT) | 0.1 | $271k | 500.00 | 542.38 | |
| Schwab U S Small Cap ETF (SCHA) | 0.1 | $262k | 11k | 23.43 | |
| Duke Energy (DUK) | 0.1 | $252k | 2.1k | 121.97 | |
| At&t (T) | 0.1 | $249k | 8.8k | 28.28 | |
| Home Depot (HD) | 0.1 | $248k | 676.00 | 366.49 | |
| Caterpillar (CAT) | 0.1 | $225k | 683.00 | 329.80 | |
| Eaton (ETN) | 0.1 | $220k | 810.00 | 271.83 | |
| Carlisle Companies (CSL) | 0.1 | $204k | 600.00 | 340.50 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $201k | 1.4k | 139.78 |
