$1.25 Billion is the total value of TRUST CO OF VERMONT's 766 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 23.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOG | Buy | Alphabet Inc Cap Stk Cl C | $28,351,000 | +19.8% | 16,183 | +0.5% | 2.26% | +4.2% |
| BRKB | Buy | Berkshire Hathaway Inc Del Cl B New | $24,788,000 | +11.5% | 106,904 | +2.4% | 1.98% | -2.9% |
| JNJ | Buy | Johnson & Johnson | $22,711,000 | +7.0% | 144,305 | +1.2% | 1.81% | -6.8% |
| MA | Buy | Mastercard Inc | $21,134,000 | +7.6% | 59,209 | +2.0% | 1.68% | -6.3% |
| BLK | Buy | Blackrock Inc | $19,552,000 | +29.2% | 27,097 | +0.9% | 1.56% | +12.5% |
| SLQT | New | Selectquote Inc | $18,691,000 | – | 900,779 | +100.0% | 1.49% | – |
| ACN | Buy | Accenture PLC Ireland | $17,949,000 | +17.1% | 68,715 | +1.3% | 1.43% | +2.0% |
| ABBV | Buy | Abbvie Inc | $17,908,000 | +25.5% | 167,130 | +2.6% | 1.43% | +9.3% |
| JPM | Buy | JP Morgan Chase & Co | $17,834,000 | +37.4% | 140,348 | +4.1% | 1.42% | +19.6% |
| HON | Buy | Honeywell Intl Inc | $17,648,000 | +31.0% | 82,972 | +1.3% | 1.41% | +14.0% |
| ABT | Buy | Abbott Laboratories | $17,238,000 | +1.4% | 157,443 | +0.7% | 1.37% | -11.8% |
| COST | Buy | Costco Wholesale Corporation | $16,187,000 | +8.8% | 42,960 | +2.5% | 1.29% | -5.3% |
| PG | Buy | Procter & Gamble Co | $15,568,000 | +2.7% | 111,886 | +2.6% | 1.24% | -10.6% |
| PEP | Buy | Pepsico Inc | $15,544,000 | +8.9% | 104,818 | +1.8% | 1.24% | -5.2% |
| BDX | Buy | Becton Dickinson & Company | $15,417,000 | +11.2% | 61,615 | +3.4% | 1.23% | -3.2% |
| UNP | Buy | Union Pacific Corp | $14,628,000 | +6.6% | 70,255 | +0.8% | 1.17% | -7.2% |
| NEE | Buy | Nextera Energy Inc | $14,358,000 | +11.4% | 186,110 | +301.0% | 1.14% | -3.0% |
| PYPL | Buy | Paypal Hldgs Inc | $12,516,000 | +20.1% | 53,442 | +1.0% | 1.00% | +4.6% |
| ECL | Buy | Ecolab Inc | $12,218,000 | +11.1% | 56,471 | +2.6% | 0.97% | -3.3% |
| HD | Buy | Home Depot | $12,093,000 | -3.2% | 45,528 | +1.2% | 0.96% | -15.7% |
| SBUX | Buy | Starbucks Corp | $11,937,000 | +28.9% | 111,577 | +3.5% | 0.95% | +12.3% |
| IJR | Buy | I Shares Core S&P Small-Cap ETF | $11,873,000 | +35.8% | 129,196 | +3.8% | 0.95% | +18.4% |
| APD | Buy | Air Products & Chemical Inc | $11,864,000 | -6.9% | 43,421 | +1.5% | 0.95% | -18.9% |
| IJH | Buy | I Shares Core S&P Mid-Cap ETF | $11,263,000 | +27.1% | 49,008 | +2.5% | 0.90% | +10.7% |
| VZ | Buy | Verizon Communications Inc | $11,032,000 | +4.1% | 187,778 | +5.4% | 0.88% | -9.3% |
| FB | Buy | Facebook Inc Cl A | $10,695,000 | +7.0% | 39,154 | +2.6% | 0.85% | -6.8% |
| AMT | Buy | American Tower REIT | $10,668,000 | -4.1% | 47,527 | +3.3% | 0.85% | -16.5% |
| T | Buy | AT&T Inc | $10,150,000 | +0.9% | 352,915 | +0.0% | 0.81% | -12.2% |
| BND | Buy | Vanguard Bond Index Fd ETF | $10,143,000 | +20.0% | 115,014 | +20.0% | 0.81% | +4.5% |
| PFE | Buy | Pfizer Inc | $10,001,000 | +7.1% | 271,699 | +6.8% | 0.80% | -6.8% |
| CVS | Buy | CVS Health Corp | $9,660,000 | +32.7% | 141,433 | +13.5% | 0.77% | +15.6% |
| INTC | Buy | Intel Corp | $9,313,000 | +5.2% | 186,928 | +9.3% | 0.74% | -8.4% |
| MKC | Buy | McCormick & Co Inc | $9,182,000 | +0.3% | 96,047 | +103.7% | 0.73% | -12.6% |
| AMAT | Buy | Applied Materials Inc | $8,430,000 | +50.0% | 97,680 | +3.3% | 0.67% | +30.5% |
| VWO | Buy | Vanguard Emerging Markets ETF | $8,214,000 | +19.7% | 163,916 | +3.2% | 0.66% | +4.1% |
| MCD | Buy | McDonalds Corp | $8,162,000 | +0.6% | 38,039 | +2.9% | 0.65% | -12.4% |
| CMCSA | Buy | Comcast Corp Cl A | $7,876,000 | +18.2% | 150,304 | +4.3% | 0.63% | +3.0% |
| V | Buy | Visa Inc | $7,870,000 | +11.6% | 35,983 | +2.0% | 0.63% | -2.9% |
| VEA | Buy | Vanguard FTSE Dev Mkts ETF | $7,370,000 | +16.8% | 156,116 | +1.2% | 0.59% | +1.7% |
| AMGN | Buy | Amgen Inc | $7,181,000 | -8.2% | 31,235 | +1.5% | 0.57% | -20.0% |
| CME | Buy | CME Group Inc | $7,166,000 | +10.3% | 39,361 | +1.3% | 0.57% | -4.0% |
| VTIP | Buy | Vanguard Short Term Inflation Prot Secs ETF | $6,815,000 | +4.5% | 133,357 | +4.3% | 0.54% | -9.0% |
| CRM | Buy | Salesforce Com Inc | $6,787,000 | -1.7% | 30,499 | +11.0% | 0.54% | -14.4% |
| VIAC | Buy | ViacomCBS Inc NPV | $6,630,000 | +34.7% | 177,933 | +1.2% | 0.53% | +17.3% |
| LSXMA | Buy | Liberty Media Corp Ser A SiriusSM Group | $6,027,000 | +42.2% | 139,543 | +9.2% | 0.48% | +24.0% |
| D | Buy | Dominion Energy Inc | $5,899,000 | +10.1% | 78,445 | +15.5% | 0.47% | -4.3% |
| COF | Buy | Capital One Financial Corp | $5,575,000 | +43.1% | 56,404 | +4.0% | 0.44% | +24.4% |
| MDLZ | Buy | Mondelez Intl Inc | $5,517,000 | +3.2% | 94,358 | +1.4% | 0.44% | -10.2% |
| CSCO | Buy | Cisco Sys Inc | $5,344,000 | +20.4% | 119,412 | +6.0% | 0.43% | +4.9% |
| MRK | Buy | Merck & Co Inc New | $5,288,000 | +0.6% | 64,643 | +2.0% | 0.42% | -12.3% |
| VEU | Buy | Vanguard FTSE All-World ex-US ETF | $5,160,000 | +15.9% | 88,415 | +0.2% | 0.41% | +0.7% |
| BMY | Buy | Bristol Myers Squibb Co | $5,126,000 | +3.8% | 82,645 | +0.9% | 0.41% | -9.5% |
| ATVI | Buy | Activision Blizzard Inc | $5,127,000 | +24.9% | 55,219 | +8.9% | 0.41% | +8.8% |
| INTU | Buy | Intuit | $5,114,000 | +20.7% | 13,464 | +3.7% | 0.41% | +5.2% |
| PANW | Buy | Palo Alto Networks Inc | $4,931,000 | +64.4% | 13,876 | +13.2% | 0.39% | +42.9% |
| DHR | Buy | Danaher Corp | $4,845,000 | +4.1% | 21,811 | +1.0% | 0.39% | -9.4% |
| CCK | Buy | Crown Holdings Inc | $4,830,000 | +41.7% | 48,199 | +8.7% | 0.38% | +23.4% |
| USB | Buy | US Bancorp Del | $4,721,000 | +32.9% | 101,346 | +2.2% | 0.38% | +15.7% |
| EMR | Buy | Emerson Electric Co | $4,691,000 | +24.1% | 58,370 | +1.2% | 0.37% | +8.1% |
| UNH | Buy | UnitedHealth Group Inc | $4,517,000 | +17.5% | 12,881 | +4.5% | 0.36% | +2.3% |
| PAYX | Buy | Paychex Inc | $4,444,000 | +18.3% | 47,690 | +1.3% | 0.35% | +2.9% |
| CLX | Buy | Clorox Company | $4,360,000 | -3.5% | 21,592 | +0.4% | 0.35% | -15.9% |
| TJX | Buy | TJX Cos Inc | $4,296,000 | +25.2% | 62,911 | +2.1% | 0.34% | +9.2% |
| IBM | Buy | Intl Business Machines | $4,284,000 | +3.7% | 34,031 | +0.2% | 0.34% | -9.5% |
| ADBE | Buy | Adobe Inc | $4,273,000 | +8.8% | 8,544 | +6.7% | 0.34% | -5.3% |
| LMT | Buy | Lockheed Martin Corp | $4,037,000 | -5.2% | 11,371 | +2.4% | 0.32% | -17.4% |
| ICE | Buy | Intercontinental Exchange Inc | $3,882,000 | +24.4% | 33,671 | +8.0% | 0.31% | +8.4% |
| PAG | Buy | Penske Automotive Group Inc | $3,490,000 | +27.4% | 58,765 | +2.3% | 0.28% | +10.8% |
| MSM | Buy | MSC Industrial Direct Co Cl A | $3,488,000 | +51.3% | 41,328 | +13.5% | 0.28% | +31.8% |
| BSV | Buy | Vanguard Short-Term Bond ETF | $3,369,000 | +18.6% | 40,646 | +18.8% | 0.27% | +3.5% |
| UL | Buy | Unilever PLC ADR | $3,286,000 | +45.2% | 54,452 | +48.4% | 0.26% | +26.6% |
| TAN | Buy | Invesco Solar ETF | $3,277,000 | +119.9% | 31,895 | +38.7% | 0.26% | +91.9% |
| KO | Buy | Coca Cola Co | $3,038,000 | +11.7% | 55,401 | +0.6% | 0.24% | -2.8% |
| AXP | Buy | American Express Co | $3,013,000 | +23.1% | 24,921 | +2.1% | 0.24% | +7.1% |
| BAC | Buy | Bank Of America Corp | $2,863,000 | +49.5% | 94,485 | +18.9% | 0.23% | +30.3% |
| STZ | Buy | Constellation Brands Inc | $2,806,000 | +35.4% | 12,810 | +17.1% | 0.22% | +17.9% |
| IVV | Buy | Ishares S&P 500 Index Fund | $2,738,000 | +25.5% | 7,293 | +12.4% | 0.22% | +9.0% |
| WM | Buy | Waste Management Inc New | $2,596,000 | +19.9% | 22,006 | +15.0% | 0.21% | +4.5% |
| WMT | Buy | Wal Mart Stores Inc | $2,499,000 | +19.8% | 17,338 | +16.3% | 0.20% | +4.2% |
| TGT | Buy | Target Corp | $2,487,000 | +16.1% | 14,090 | +3.5% | 0.20% | +1.0% |
| LIN | Buy | Linde PLC | $2,482,000 | +17.0% | 9,420 | +5.7% | 0.20% | +2.1% |
| MDT | Buy | Medtronic Hldg Ltd | $2,407,000 | +19.7% | 20,548 | +6.2% | 0.19% | +4.3% |
| ALL | Buy | Allstate Corp | $2,341,000 | +19.1% | 21,289 | +1.9% | 0.19% | +3.9% |
| SYF | Buy | Synchrony Financial | $2,287,000 | +34.1% | 65,870 | +1.1% | 0.18% | +16.7% |
| EBAY | Buy | Ebay Inc | $2,248,000 | +72.0% | 44,727 | +78.3% | 0.18% | +49.2% |
| CAT | Buy | Caterpillar Inc | $2,076,000 | +24.5% | 11,406 | +2.0% | 0.17% | +8.5% |
| CSX | Buy | CSX Corp | $2,052,000 | +17.5% | 22,620 | +0.6% | 0.16% | +2.5% |
| DE | Buy | Deere & Co | $1,955,000 | +24.0% | 7,268 | +2.2% | 0.16% | +8.3% |
| QQQ | Buy | Invesco Bldrs Index Fd | $1,949,000 | +15.2% | 6,213 | +2.0% | 0.16% | 0.0% |
| CARR | Buy | Carrier Global Corporation | $1,864,000 | +30.0% | 49,427 | +5.3% | 0.15% | +13.7% |
| SYY | Buy | Sysco Corp | $1,840,000 | +35.0% | 24,783 | +13.1% | 0.15% | +17.6% |
| MO | Buy | Altria Group Inc | $1,806,000 | +6.2% | 44,051 | +0.1% | 0.14% | -7.7% |
| PBD | Buy | Invesco Global Clean Energy ETF | $1,775,000 | +72.5% | 51,081 | +8.9% | 0.14% | +51.1% |
| ADSK | Buy | Autodesk Inc | $1,731,000 | +36.3% | 5,669 | +3.1% | 0.14% | +19.0% |
| SPGI | Buy | S&P Global Inc | $1,712,000 | -1.3% | 5,208 | +8.2% | 0.14% | -14.5% |
| VOO | Buy | Vanguard Idx Fds S&P 500 ETF | $1,680,000 | +22.5% | 4,888 | +9.7% | 0.13% | +6.3% |
| DLR | Buy | Digital Realty Trust Inc | $1,498,000 | -0.5% | 10,741 | +4.8% | 0.12% | -13.8% |
| ARKK | Buy | Ark Innovation ETF | $1,412,000 | +76.9% | 11,343 | +30.9% | 0.11% | +54.8% |
| KMB | Buy | Kimberly-Clark Corp | $1,396,000 | -1.9% | 10,353 | +7.4% | 0.11% | -14.6% |
| EFA | Buy | I Shares MSCI EAFE Index Fd | $1,387,000 | +17.7% | 19,010 | +2.8% | 0.11% | +2.8% |
| CI | Buy | Cigna Corp New | $1,358,000 | +38.0% | 6,522 | +12.3% | 0.11% | +20.0% |
| TIP | Buy | Ishares Barclays TIPs Bond ETF | $1,324,000 | +9.1% | 10,366 | +8.0% | 0.11% | -4.5% |
| IJK | Buy | Ishares S&P Midcap 400 Growth Index Fund | $1,306,000 | +20.6% | 18,088 | +299.3% | 0.10% | +5.1% |
| NVDA | Buy | Nvidia Corporation | $1,276,000 | +65.3% | 2,443 | +71.2% | 0.10% | +43.7% |
| EEM | Buy | I Shares MSCI Emerging Markets Index | $1,134,000 | +18.7% | 21,934 | +1.3% | 0.09% | +3.4% |
| SO | Buy | Southern Co | $1,035,000 | +21.2% | 16,850 | +7.0% | 0.08% | +6.4% |
| XBI | Buy | Spdr Ser Trust SP Biotech ETF | $895,000 | +29.9% | 6,358 | +2.9% | 0.07% | +12.7% |
| QCOM | Buy | Qualcomm Inc | $884,000 | +35.4% | 5,803 | +4.6% | 0.07% | +16.7% |
| BIV | Buy | Vanguard Intermediate-Term Bond ETF | $883,000 | +4.9% | 9,509 | +5.6% | 0.07% | -9.1% |
| PBH | Buy | Prestige Brand Holdings | $861,000 | +12.1% | 24,716 | +17.2% | 0.07% | -1.4% |
| LBRDK | Buy | Liberty Broadband Corp Ser C | $803,000 | +19975.0% | 5,073 | +16810.0% | 0.06% | – |
| NFLX | Buy | Netflix Inc | $732,000 | +43.0% | 1,354 | +32.2% | 0.06% | +23.4% |
| UNB | Buy | Union Bankshares Inc | $712,000 | +28.1% | 27,715 | +1.1% | 0.06% | +11.8% |
| VTI | Buy | Vanguard Total Stock Mkt ETF | $715,000 | +40.7% | 3,675 | +23.3% | 0.06% | +21.3% |
| LNG | Buy | Cheniere Energy Inc New | $683,000 | +37.1% | 11,385 | +5.9% | 0.05% | +17.4% |
| MKL | Buy | Markel Corp Holding Company | $637,000 | +13.5% | 616 | +6.9% | 0.05% | 0.0% |
| GLD | Buy | Spdr Gold Shares | $638,000 | +6.7% | 3,572 | +5.7% | 0.05% | -7.3% |
| BAM | Buy | Brookfield Asset Mgmt Inc Cl A | $614,000 | +186.9% | 14,875 | +129.6% | 0.05% | +145.0% |
| ESGE | Buy | IShares MSCI EM ESG ETF | $584,000 | +27.2% | 13,921 | +8.0% | 0.05% | +11.9% |
| CMI | Buy | Cummins Inc | $576,000 | +11.0% | 2,537 | +3.1% | 0.05% | -4.2% |
| VO | Buy | Vanguard Mid Cap ETF | $569,000 | +36.1% | 2,754 | +16.2% | 0.04% | +18.4% |
| DD | Buy | Dupont De Nemours Inc | $570,000 | +96.6% | 8,013 | +53.1% | 0.04% | +66.7% |
| PPG | Buy | PPG Industries Inc | $530,000 | +18.8% | 3,675 | +0.5% | 0.04% | +2.4% |
| FDX | Buy | Fedex Corp | $531,000 | +19.6% | 2,047 | +16.0% | 0.04% | +2.4% |
| POR | Buy | Portland General Electric | $508,000 | +23.3% | 11,872 | +2.4% | 0.04% | +7.9% |
| SEE | Buy | Sealed Air Corp New | $516,000 | +377.8% | 11,264 | +303.7% | 0.04% | +310.0% |
| VB | Buy | Vanguard Small-Cap ETF | $507,000 | +43.6% | 2,605 | +13.4% | 0.04% | +25.0% |
| C | Buy | Citigroup Inc New | $485,000 | +72.6% | 7,863 | +20.7% | 0.04% | +50.0% |
| XYL | Buy | Xylem Inc | $493,000 | +40.1% | 4,849 | +15.8% | 0.04% | +21.9% |
| AAP | Buy | Advance Auto Parts Inc | $456,000 | +14.0% | 2,893 | +10.9% | 0.04% | -2.7% |
| SUSA | Buy | iShares MSCI USA ESG Select Index | $408,000 | +23.3% | 4,950 | +119.7% | 0.03% | +10.0% |
| TU | Buy | Telus Corp | $397,000 | +33.2% | 20,046 | +18.4% | 0.03% | +18.5% |
| VFC | Buy | V F Cp | $390,000 | +25.4% | 4,555 | +2.8% | 0.03% | +10.7% |
| MAS | Buy | Masco Corp | $354,000 | +1.7% | 6,437 | +1.9% | 0.03% | -12.5% |
| VBR | Buy | Vanguard Small Cap Value ETF | $338,000 | +36.3% | 2,378 | +6.2% | 0.03% | +17.4% |
| FAN | Buy | First Tr Global Wind Energy ETF | $339,000 | +39.5% | 14,544 | +5.1% | 0.03% | +22.7% |
| PH | Buy | Parker Hannifin Corp | $331,000 | +206.5% | 1,213 | +126.3% | 0.03% | +160.0% |
| GLW | Buy | Corning Inc | $327,000 | +12.4% | 9,079 | +1.0% | 0.03% | -3.7% |
| PGR | Buy | Progressive Corp Ohio | $324,000 | +24.6% | 3,273 | +19.3% | 0.03% | +8.3% |
| KHC | Buy | Kraft Heinz Co | $313,000 | +56.5% | 9,042 | +35.3% | 0.02% | +38.9% |
| LRCX | Buy | LAM Research Corp | $297,000 | +44.9% | 628 | +1.6% | 0.02% | +26.3% |
| IJJ | Buy | Ishares S&P Midcap 400 Value Index Fd | $301,000 | +21.4% | 3,488 | +89.9% | 0.02% | +4.3% |
| DOW | Buy | Dow Inc | $286,000 | +19.7% | 5,147 | +1.3% | 0.02% | +4.5% |
| SCHF | New | Schwab Intl Equity ETF | $279,000 | – | 7,749 | +100.0% | 0.02% | – |
| HPQ | Buy | HP Inc | $271,000 | +29.0% | 11,042 | +0.0% | 0.02% | +15.8% |
| IVW | Buy | Ishares S&P 500 Growth Index Fund | $267,000 | +662.9% | 4,176 | +2647.4% | 0.02% | +600.0% |
| DSI | Buy | Ishares Kld 400 Social Indexfund | $266,000 | +10.8% | 3,725 | +98.2% | 0.02% | -4.5% |
| K | Buy | Kellogg Company | $254,000 | +19.2% | 4,066 | +23.0% | 0.02% | 0.0% |
| AJG | Buy | Gallagher Arthur J & Co | $236,000 | +18.6% | 1,904 | +1.2% | 0.02% | +5.6% |
| CTVA | Buy | Corteva Inc | $239,000 | +40.6% | 6,170 | +4.6% | 0.02% | +18.8% |
| IWN | Buy | Ishares Russell 2000 Value Index Fund | $230,000 | +72.9% | 1,747 | +30.6% | 0.02% | +50.0% |
| IWM | Buy | I Shares Russell 2000 | $217,000 | +59.6% | 1,107 | +22.3% | 0.02% | +41.7% |
| LDOS | Buy | Leidos Holdings Inc | $214,000 | +44.6% | 2,035 | +22.6% | 0.02% | +21.4% |
| NUE | Buy | Nucor Corp | $199,000 | +20.6% | 3,729 | +1.4% | 0.02% | +6.7% |
| PSX | Buy | Phillips 66 | $200,000 | +38.9% | 2,866 | +3.6% | 0.02% | +23.1% |
| VUG | Buy | Vanguard Growth ETF | $196,000 | +39.0% | 774 | +25.0% | 0.02% | +23.1% |
| BAX | Buy | Baxter International Inc | $195,000 | +3.2% | 2,433 | +3.4% | 0.02% | -5.9% |
| IWP | Buy | Ishares Russell Mid Cap Growth | $195,000 | +87.5% | 1,894 | +212.0% | 0.02% | +60.0% |
| RSP | Buy | Invesco S&P 500 Eql Wgt ETF | $195,000 | +22.6% | 1,528 | +4.0% | 0.02% | +6.7% |
| ZTS | Buy | Zoetis Inc Cl A | $195,000 | +26.6% | 1,174 | +25.8% | 0.02% | +14.3% |
| IWO | Buy | Ishares Russell 2000 Growth Index Fund | $199,000 | +79.3% | 694 | +38.8% | 0.02% | +60.0% |
| BABA | Buy | Alibaba Group Hldg Ltd ADR | $182,000 | -10.3% | 784 | +13.8% | 0.02% | -21.1% |
| VGT | Buy | Vanguard Information Technology ETF | $192,000 | +88.2% | 543 | +66.6% | 0.02% | +66.7% |
| IVE | Buy | Ishares S&P 500 Value Index Fund | $190,000 | +1087.5% | 1,488 | +970.5% | 0.02% | +1400.0% |
| ROP | Buy | Roper Technologies Inc | $184,000 | +14.3% | 427 | +4.9% | 0.02% | 0.0% |
| CMG | Buy | Chipotle Mexican Grill Inc | $170,000 | +19.7% | 123 | +7.9% | 0.01% | +7.7% |
| USMV | Buy | Ishs MSCI USA Min Vol Factor ETF | $171,000 | +14.8% | 2,519 | +7.4% | 0.01% | 0.0% |
| CAG | Buy | Conagra Brands Inc | $163,000 | +6.5% | 4,510 | +5.7% | 0.01% | -7.1% |
| SCHD | New | Schwab US Dividend Equity ETF | $164,000 | – | 2,558 | +100.0% | 0.01% | – |
| VTV | Buy | Vanguard Value ETF | $156,000 | +345.7% | 1,313 | +288.5% | 0.01% | +300.0% |
| BP | Buy | BP PLC Sponsored ADR | $125,000 | +28.9% | 6,076 | +9.0% | 0.01% | +11.1% |
| BR | Buy | Broadridge Financial Solutions Inc | $129,000 | +20.6% | 838 | +2.9% | 0.01% | 0.0% |
| DVY | Buy | I Shares Select Dividend ETF | $128,000 | +64.1% | 1,326 | +39.4% | 0.01% | +42.9% |
| LQD | Buy | Ishares Iboxx $ Investment Grade Corp Bd Fd | $129,000 | +19.4% | 931 | +16.4% | 0.01% | 0.0% |
| IJS | Buy | Ishs S&P Small Cap 600 Value ETF | $126,000 | +32.6% | 1,546 | +100.0% | 0.01% | +11.1% |
| PKG | Buy | Packaging Corp Amer | $114,000 | +26.7% | 828 | +0.6% | 0.01% | +12.5% |
| EVRG | Buy | Evergy Inc NPV | $114,000 | +11.8% | 2,060 | +3.0% | 0.01% | 0.0% |
| IJT | Buy | Ishares S&P Smallcap 600 Growth ETF | $101,000 | +31.2% | 888 | +102.3% | 0.01% | +14.3% |
| L | Buy | Loews Corp | $106,000 | +112.0% | 2,364 | +64.7% | 0.01% | +60.0% |
| WDFC | Buy | WD 40 | $100,000 | +614.3% | 375 | +400.0% | 0.01% | +700.0% |
| OMC | Buy | Omnicom Group Inc | $103,000 | +28.8% | 1,640 | +1.5% | 0.01% | +14.3% |
| VOE | Buy | Vanguard Mid-Cap Value ETF | $83,000 | +27.7% | 695 | +8.3% | 0.01% | +16.7% |
| CPT | New | Camden Ppty Tr | $90,000 | – | 900 | +100.0% | 0.01% | – |
| PRU | Buy | Prudential Financial Inc | $83,000 | +151.5% | 1,058 | +106.6% | 0.01% | +133.3% |
| CCI | Buy | Crown Castle Intl Corp New | $87,000 | +27.9% | 547 | +33.1% | 0.01% | +16.7% |
| FREE | New | Whole Earth Brands Inc | $69,000 | – | 6,337 | +100.0% | 0.01% | – |
| DISH | Buy | Dish Network Corp Cl A | $78,000 | +11.4% | 2,426 | +1.1% | 0.01% | 0.0% |
| IWS | Buy | I Shares Russell Midcap Value Index Fund | $71,000 | +153.6% | 733 | +111.2% | 0.01% | +100.0% |
| IEI | New | Ishares Lehman 3-7 Yr Treas Bond Fd | $78,000 | – | 587 | +100.0% | 0.01% | – |
| DLTR | Buy | Dollar Tree Inc | $58,000 | +81.2% | 539 | +54.0% | 0.01% | +66.7% |
| IAU | New | IShs Gold Trust | $65,000 | – | 3,582 | +100.0% | 0.01% | – |
| VLO | Buy | Valero Energy Corp New | $68,000 | +58.1% | 1,194 | +20.0% | 0.01% | +25.0% |
| VHT | Buy | Vanguard Health Care ETF | $45,000 | +800.0% | 201 | +704.0% | 0.00% | – |
| VTR | Buy | Ventas Inc REIT | $54,000 | +25.6% | 1,093 | +7.9% | 0.00% | 0.0% |
| ILCG | New | IShares Morningstar Lg Cap Growth ETF | $40,000 | – | 138 | +100.0% | 0.00% | – |
| ITOT | Buy | Ishares S&P 1500 ETF | $42,000 | +27.3% | 492 | +12.6% | 0.00% | 0.0% |
| CRL | Buy | Charles Riv Laboratories Intl | $36,000 | +16.1% | 143 | +5.9% | 0.00% | 0.0% |
| VNT | New | Vontier Corporation | $40,000 | – | 1,189 | +100.0% | 0.00% | – |
| SCHA | New | Schwab Strategic Tr US Small Cap ETF | $34,000 | – | 386 | +100.0% | 0.00% | – |
| NTRS | Buy | Northern Trust Corp | $34,000 | +47.8% | 362 | +20.7% | 0.00% | +50.0% |
| NTRA | Buy | Natera Inc | $33,000 | +83.3% | 331 | +32.4% | 0.00% | +50.0% |
| MCK | Buy | McKesson Corp | $40,000 | +29.0% | 232 | +11.0% | 0.00% | 0.0% |
| ITA | Buy | IShs Tr Dow Jones US Aerospace & Defense Idx | $28,000 | +16.7% | 300 | +100.0% | 0.00% | 0.0% |
| PLD | Buy | ProLogis Inc | $21,000 | +10.5% | 210 | +8.8% | 0.00% | 0.0% |
| CC | Buy | Chemours Co | $27,000 | +50.0% | 1,104 | +31.6% | 0.00% | 0.0% |
| LHX | Buy | L3Harris Technologies Inc | $30,000 | +20.0% | 158 | +6.8% | 0.00% | 0.0% |
| FRC | Buy | First Rep Bk San Francisco New | $25,000 | +150.0% | 173 | +82.1% | 0.00% | +100.0% |
| DHS | New | Wisdomtree High Divd Fd ETF | $26,000 | – | 375 | +100.0% | 0.00% | – |
| New | Vanguard Intl Growth Adm #581 | $20,000 | – | 125 | +100.0% | 0.00% | – | |
| IGOV | Buy | Ishares S&P Citigroup Intl Treas Bond Fund | $23,000 | +1050.0% | 412 | +1273.3% | 0.00% | – |
| TDOC | Buy | Teladoc Health Inc | $27,000 | +12.5% | 133 | +22.0% | 0.00% | 0.0% |
| VT | Buy | Vanguard Intl Equity Total World Idx Fd ETF | $21,000 | +950.0% | 230 | +666.7% | 0.00% | – |
| VAR | New | Varian Med Sys Inc | $25,000 | – | 142 | +100.0% | 0.00% | – |
| AES | New | AES Corporation | $9,000 | – | 378 | +100.0% | 0.00% | – |
| ARKG | Buy | Ark Genomic Rev ETF | $13,000 | +116.7% | 141 | +41.0% | 0.00% | 0.0% |
| ALB | Buy | Albemarle Corp | $9,000 | +800.0% | 61 | +306.7% | 0.00% | – |
| APPN | New | Appian Corp | $10,000 | – | 59 | +100.0% | 0.00% | – |
| ADM | Buy | Archer Daniels Midland Co | $13,000 | +160.0% | 259 | +159.0% | 0.00% | – |
| FUV | New | Arcimoto Inc | $12,000 | – | 875 | +100.0% | 0.00% | – |
| CCMP | New | CMC Materials Inc | $17,000 | – | 113 | +100.0% | 0.00% | – |
| CNP | New | Centerpoint Energy Inc | $8,000 | – | 386 | +100.0% | 0.00% | – |
| EHC | New | Encompass Health Corp | $8,000 | – | 92 | +100.0% | 0.00% | – |
| IUSV | New | Ishares Core S&P US Value ETF | $9,000 | – | 141 | +100.0% | 0.00% | – |
| MBB | New | Ishares MBS ETF | $18,000 | – | 164 | +100.0% | 0.00% | – |
| STIP | New | Ishares Tr 0-5 Yr Tips Bond ETF | $10,000 | – | 92 | +100.0% | 0.00% | – |
| IEFA | Buy | Ishares Core MSCI EAFE ETF | $17,000 | +41.7% | 241 | +20.5% | 0.00% | 0.0% |
| JEF | New | Jefferies Finl Group Inc | $8,000 | – | 326 | +100.0% | 0.00% | – |
| KMI | Buy | Kinder Morgan Inc | $15,000 | +15.4% | 1,068 | +5.3% | 0.00% | 0.0% |
| NWL | New | Newell Brands Inc | $10,000 | – | 487 | +100.0% | 0.00% | – |
| ORA | Buy | Ormat Technologies Inc | $16,000 | +433.3% | 179 | +289.1% | 0.00% | – |
| POOL | New | Pool Corp | $12,000 | – | 33 | +100.0% | 0.00% | – |
| SCHR | Buy | Schwab Int Term US Treasury ETF | $10,000 | +25.0% | 169 | +29.0% | 0.00% | 0.0% |
| AOS | Buy | A O Smith Corp | $8,000 | +14.3% | 138 | +6.2% | 0.00% | 0.0% |
| TLRY | Buy | Tilray Inc | $7,000 | +250.0% | 790 | +75.6% | 0.00% | – |
| VSS | New | Vang Intl Eqty Idx FTSE All World Sm Cap ETF | $8,000 | – | 64 | +100.0% | 0.00% | – |
| SCL | New | Stepan Co | $3,000 | – | 26 | +100.0% | 0.00% | – |
| SCHW | New | The Charles Schwab Corp New | $6,000 | – | 120 | +100.0% | 0.00% | – |
| DWX | New | SPDR S&P Intl Divd ETF | $3,000 | – | 75 | +100.0% | 0.00% | – |
| RF | New | Regions Financial Corp New | $6,000 | – | 396 | +100.0% | 0.00% | – |
| UNM | New | Unum Group | $3,000 | – | 139 | +100.0% | 0.00% | – |
| TRI | New | Thomson Reuters Corp New | $6,000 | – | 70 | +100.0% | 0.00% | – |
| TXG | New | 10x Genomics Inc Cl A | $2,000 | – | 14 | +100.0% | 0.00% | – |
| HQH | New | Tekla Healthcare Investors | $0 | – | 12 | +100.0% | 0.00% | – |
| STLD | New | Steel Dynamics Inc | $2,000 | – | 62 | +100.0% | 0.00% | – |
| PLUG | Buy | Plug Power Inc New | $2,000 | +100.0% | 65 | +62.5% | 0.00% | – |
| ONYX | New | Onyx Svc & Solutions Inc | $0 | – | 3,000 | +100.0% | 0.00% | – |
| MP | New | MP Materials Corp A | $2,000 | – | 50 | +100.0% | 0.00% | – |
| LEG | New | Leggett & Platt Inc | $1,000 | – | 25 | +100.0% | 0.00% | – |
| WPG | New | Washington Prime Group New | $0 | – | 6 | +100.0% | 0.00% | – |
| KTB | Buy | Kontoor Brands Inc | $4,000 | +300.0% | 96 | +284.0% | 0.00% | – |
| WSO | New | Watsco Inc | $1,000 | – | 5 | +100.0% | 0.00% | – |
| IETC | Buy | Ishares US Technology ETF | $4,000 | +33.3% | 87 | +22.5% | 0.00% | – |
| WERN | New | Werner Enterprises Inc | $3,000 | – | 76 | +100.0% | 0.00% | – |
| IYZ | Buy | Ishares US Telecom ETF | $4,000 | +33.3% | 133 | +30.4% | 0.00% | – |
| IWV | New | Ishares Russell 3000 Index Fund | $6,000 | – | 29 | +100.0% | 0.00% | – |
| SATS | New | Echostar Corp | $0 | – | 5 | +100.0% | 0.00% | – |
| DVN | New | Devon Energy Corp New | $2,000 | – | 130 | +100.0% | 0.00% | – |
| DM | New | Desktop Metal Inc | $2,000 | – | 96 | +100.0% | 0.00% | – |
| CRWD | Buy | Crowdstrike Hldgs Inc A | $1,000 | – | 4 | +33.3% | 0.00% | – |
| ACB | New | Aurora Cannabis Inc NPV | $6,000 | – | 750 | +100.0% | 0.00% | – |
| APHA | New | Aphria Inc | $4,000 | – | 630 | +100.0% | 0.00% | – |
| LYB | New | LyondellBasell Ind NV A | $4,000 | – | 44 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Apple Inc | 42 | Q3 2023 | 7.2% |
| Microsoft Corp | 42 | Q3 2023 | 4.3% |
| Johnson & Johnson | 42 | Q3 2023 | 2.6% |
| Berkshire Hathaway Inc Del Cl B New | 42 | Q3 2023 | 2.8% |
| Amazon Com Inc | 42 | Q3 2023 | 3.7% |
| 3M | 42 | Q3 2023 | 2.3% |
| Exxon Mobil Corp | 42 | Q3 2023 | 3.7% |
| Ishare S&P Midcap Index 400 | 42 | Q3 2023 | 2.1% |
| Abbvie Inc | 42 | Q3 2023 | 1.9% |
| Pepsico Inc | 42 | Q3 2023 | 1.9% |
View TRUST CO OF VERMONT's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-03-08 |
| 13F-HR | 2023-11-27 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-05 |
| 13F-HR | 2022-01-21 |
| 13F-HR | 2021-10-22 |
View TRUST CO OF VERMONT's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.