$978 Million is the total value of Bangor Savings Bank's 703 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 8.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHAREScore s&p500 etf | $156,750,080 | +13.2% | 298,157 | +2.9% | 16.03% | +6.2% |
| SCHX | Sell | Charles Schwab Investment Management Incus lrg cap etf | $77,603,897 | +4.2% | 1,250,466 | -5.3% | 7.94% | -2.3% |
| VGIT | Buy | Vanguard ETF/USAinter term treas | $76,802,201 | +6.0% | 1,311,737 | +7.4% | 7.86% | -0.6% |
| IJH | Buy | iShares ETFs/USAcore s&p mcp etf | $56,833,917 | +10.7% | 935,692 | +405.2% | 5.81% | +3.9% |
| IEFA | Buy | ISHAREScore msci eafe | $53,689,709 | +11.0% | 723,386 | +5.2% | 5.49% | +4.1% |
| IJR | Buy | iShares ETFs/USAcore s&p scp etf | $49,818,138 | +6.1% | 450,761 | +3.9% | 5.10% | -0.4% |
| IGSB | Sell | iShares ETFs/USA | $40,820,265 | -3.7% | 796,027 | -3.7% | 4.18% | -9.7% |
| SCHO | Buy | Schwab ETFs/USAsht tm us tres | $37,153,521 | +2.0% | 770,660 | +2.5% | 3.80% | -4.3% |
| MBB | Buy | iShares ETFs/USAmbs etf | $21,544,918 | +23.3% | 233,120 | +25.5% | 2.20% | +15.6% |
| SCHF | Buy | Charles Schwab Investment Management Incintl eqty etf | $19,566,172 | +7.7% | 501,440 | +2.0% | 2.00% | +1.0% |
| SCHM | Sell | Charles Schwab Investment Management Incus mid-cap etf | $17,301,269 | +5.1% | 212,468 | -2.8% | 1.77% | -1.3% |
| SCHA | Sell | Charles Schwab Investment Management Incus sml cap etf | $15,450,336 | +2.5% | 313,776 | -1.7% | 1.58% | -3.9% |
| VWO | Sell | VANGUARD ETF/USAftse emr mkt etf | $13,005,089 | +0.4% | 311,350 | -1.2% | 1.33% | -5.8% |
| AAPL | Sell | Apple Inc | $12,468,769 | -13.9% | 72,713 | -3.3% | 1.28% | -19.3% |
| BAB | Buy | Invesco ETFs/USAtaxable mun bd | $12,102,075 | +5.8% | 455,822 | +7.2% | 1.24% | -0.7% |
| VOO | Buy | VANGUARD | $11,992,023 | +21.2% | 24,947 | +10.2% | 1.23% | +13.7% |
| IDV | Sell | iShares ETFs/USAintl sel div etf | $10,361,032 | -3.8% | 369,509 | -4.0% | 1.06% | -9.8% |
| JPM | Sell | JPMorgan Chase & Co | $9,676,894 | +15.5% | 48,312 | -1.9% | 0.99% | +8.4% |
| Buy | WORLD GOLD TRUST SERVICES LLCspdr gld minis | $9,288,075 | +13.8% | 210,853 | +5.7% | 0.95% | +6.7% | |
| MSFT | Buy | MICROSOFT CORP | $7,893,080 | +15.7% | 18,761 | +3.4% | 0.81% | +8.5% |
| VOE | Buy | Vanguard ETF/USAmcap vl idxvip | $6,739,833 | +8.4% | 43,229 | +0.9% | 0.69% | +1.6% |
| SGOV | Buy | iShares ETFs/USA0-3 mnth treasry | $5,171,559 | +48.7% | 51,351 | +48.0% | 0.53% | +39.6% |
| VBR | Sell | VANGUARD ETF/USAsm cp val etf | $5,127,417 | +5.2% | 26,722 | -1.4% | 0.52% | -1.5% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $4,914,281 | +7.7% | 32,560 | -0.3% | 0.50% | +1.0% |
| GOOG | Buy | Alphabet Inccap stk cl c | $4,552,196 | +47.7% | 29,898 | +36.7% | 0.47% | +38.7% |
| PEP | Sell | PEPSICO INC | $4,399,576 | +0.7% | 25,139 | -2.3% | 0.45% | -5.7% |
| SCHE | Sell | CHARLES SCHWAB INVESTMENT MANAGEMENT INCemrg mkteq etf | $4,223,542 | +0.5% | 167,269 | -1.4% | 0.43% | -5.7% |
| JNJ | Buy | Johnson & Johnson | $4,137,780 | +1.0% | 26,157 | +0.1% | 0.42% | -5.4% |
| AMZN | Sell | Amazon.com Inc | $3,982,430 | +8.7% | 22,078 | -8.5% | 0.41% | +1.8% |
| AMAT | Sell | APPLIED MATERIALS | $3,915,895 | +19.3% | 18,988 | -6.2% | 0.40% | +12.0% |
| VZ | Sell | VERIZON COMMUN | $3,787,016 | +3.1% | 90,253 | -7.3% | 0.39% | -3.2% |
| VYM | VANGUARD WHITEHALLhigh div yld | $3,514,881 | +8.4% | 29,051 | 0.0% | 0.36% | +1.7% | |
| IBM | Sell | INTL BUSINESS MCHN | $3,334,543 | +15.5% | 17,462 | -1.1% | 0.34% | +8.3% |
| CVX | Buy | Chevron Corp | $2,961,411 | +10.4% | 18,774 | +4.4% | 0.30% | +3.8% |
| XOM | Sell | Exxon Mobil Corp | $2,963,079 | +14.1% | 25,491 | -1.9% | 0.30% | +7.1% |
| V | Sell | VISA INC | $2,866,160 | -5.2% | 10,270 | -11.6% | 0.29% | -11.2% |
| DSI | Sell | iShares ETFs/USAmsci kld400 soc | $2,821,874 | +9.9% | 27,992 | -0.7% | 0.29% | +3.2% |
| MCD | Sell | MCDONALD'S CORP | $2,713,205 | -8.1% | 9,623 | -3.4% | 0.28% | -13.7% |
| WMT | Buy | Walmart Inc | $2,711,922 | +15.0% | 45,071 | +201.4% | 0.28% | +7.8% |
| LOW | Sell | LOWE'S COS INC | $2,684,345 | +5.0% | 10,538 | -8.3% | 0.28% | -1.4% |
| ESGU | Buy | iShares ETFs/USAesg awr msci usa | $2,690,984 | +13.8% | 23,408 | +3.8% | 0.28% | +6.6% |
| ANTM | Sell | Elevance Health Inc | $2,669,444 | +5.3% | 5,148 | -4.2% | 0.27% | -1.1% |
| IEI | Sell | iShares ETFs/USA3 7 yr treas bd | $2,647,996 | -35.8% | 22,865 | -35.0% | 0.27% | -39.6% |
| VRTX | Sell | Vertex Pharmaceuticals Inc | $2,639,315 | -3.5% | 6,314 | -6.1% | 0.27% | -9.4% |
| SCHZ | Buy | Charles Schwab Investment Management Incus aggregate b | $2,615,639 | +47.7% | 56,862 | +49.7% | 0.27% | +38.9% |
| RTX | Sell | RTX Corp | $2,587,080 | +11.0% | 26,526 | -4.2% | 0.26% | +4.3% |
| LLY | Sell | Eli Lilly & Co | $2,587,495 | +31.6% | 3,326 | -1.4% | 0.26% | +23.8% |
| BMY | Sell | BRISTOL-MYRS SQUIB | $2,580,806 | -6.6% | 47,590 | -11.7% | 0.26% | -12.3% |
| VEA | Buy | Vanguard ETF/USAvan ftse dev mkt | $2,563,637 | +5.5% | 51,099 | +0.8% | 0.26% | -1.1% |
| INTC | Sell | Intel Corp | $2,537,920 | -12.6% | 57,458 | -0.6% | 0.26% | -18.0% |
| SYK | Sell | Stryker Corp | $2,529,783 | +15.2% | 7,069 | -3.6% | 0.26% | +8.4% |
| ABBV | Sell | AbbVie Inc | $2,522,085 | +14.6% | 13,850 | -2.4% | 0.26% | +7.5% |
| SCHD | Sell | CHARLES SCHWAB INVESTMENT MANAGEMENT INCus dividend eq | $2,479,534 | -15.3% | 30,752 | -20.0% | 0.25% | -20.4% |
| STZ | Sell | Constellation Brands Inccl a | $2,477,636 | +10.3% | 9,117 | -1.9% | 0.25% | +3.3% |
| CRM | Sell | SALESFORCE.COM INC | $2,458,231 | +9.7% | 8,162 | -4.1% | 0.25% | +2.9% |
| GNRC | Sell | Generac Holdings Inc | $2,445,855 | -4.0% | 19,390 | -1.6% | 0.25% | -10.1% |
| VT | Sell | VANGUARD ETF/USAtt wrld st etf | $2,431,000 | -10.8% | 22,000 | -17.0% | 0.25% | -16.2% |
| BRKB | Sell | Berkshire Hathaway Inccl b new | $2,364,163 | +10.8% | 5,622 | -6.0% | 0.24% | +3.9% |
| NVO | Sell | Novo Holdings A/Sadr | $2,295,535 | +19.8% | 17,878 | -3.5% | 0.24% | +12.4% |
| ICLR | Sell | ICON PLC | $2,278,077 | +6.5% | 6,781 | -10.2% | 0.23% | 0.0% |
| ADBE | Buy | Adobe Inc | $2,225,790 | -15.0% | 4,411 | +0.5% | 0.23% | -20.0% |
| FDX | Sell | FEDEX CORP | $2,195,649 | +6.5% | 7,578 | -7.0% | 0.22% | 0.0% |
| SPY | Sell | State Street ETF/USAtr unit | $2,167,602 | +9.5% | 4,144 | -0.5% | 0.22% | +2.8% |
| FBND | Fidelity ETFs/USAtotal bd etf | $2,162,510 | -1.6% | 47,727 | 0.0% | 0.22% | -7.9% | |
| VNQ | Sell | Vanguard ETF/USAreal estate etf | $2,114,609 | -5.1% | 24,452 | -3.0% | 0.22% | -11.1% |
| CSCO | Sell | CISCO SYSTEMS | $2,061,083 | -2.1% | 41,296 | -0.9% | 0.21% | -7.9% |
| PSX | Sell | Phillips 66 | $2,013,982 | +22.0% | 12,330 | -0.5% | 0.21% | +14.4% |
| ENB | Buy | ENBRIDGE INC | $1,987,946 | +0.7% | 54,946 | +0.3% | 0.20% | -5.6% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE | $1,946,834 | +4.3% | 14,166 | -2.5% | 0.20% | -2.0% |
| DIS | Buy | Walt Disney Co/The | $1,916,403 | +35.5% | 15,662 | +0.0% | 0.20% | +27.3% |
| C | Buy | Citigroup Inc | $1,898,465 | +5112.7% | 30,020 | +4140.1% | 0.19% | +4750.0% |
| ALB | Buy | ALBEMARLE CORP | $1,874,792 | -1.9% | 14,231 | +7.6% | 0.19% | -7.7% |
| VO | Sell | Vanguard ETF/USAmid cap etf | $1,866,705 | +4.1% | 7,471 | -3.0% | 0.19% | -2.1% |
| XYLD | Buy | Global X ETFs/USAs&p 500 covered | $1,792,394 | +11.2% | 43,942 | +7.5% | 0.18% | +4.0% |
| FTNT | Buy | Fortinet Inc | $1,737,533 | +24.2% | 25,436 | +6.4% | 0.18% | +16.3% |
| AMGN | Sell | Amgen Inc | $1,739,755 | -5.9% | 6,119 | -4.7% | 0.18% | -11.9% |
| Sell | Coherent Corp | $1,702,998 | +22.6% | 28,093 | -11.9% | 0.17% | +15.2% | |
| AWK | Buy | American Water Works Co Inc | $1,679,288 | -3.0% | 13,741 | +4.7% | 0.17% | -9.0% |
| SNOW | Sell | Snowflake Inccl a | $1,660,440 | -22.2% | 10,275 | -4.2% | 0.17% | -27.0% |
| GD | Sell | GEN DYNAMICS CORP | $1,644,656 | +6.1% | 5,822 | -2.5% | 0.17% | -0.6% |
| NTAP | Sell | NETAPP INC | $1,567,307 | +17.7% | 14,931 | -1.2% | 0.16% | +10.3% |
| PSA | Buy | Public Storage | $1,554,431 | -4.1% | 5,359 | +0.8% | 0.16% | -10.2% |
| QCOM | Sell | QUALCOMM Inc | $1,549,265 | +14.4% | 9,151 | -2.3% | 0.16% | +6.8% |
| FCN | Sell | FTI Consulting Inc | $1,542,057 | +4.6% | 7,333 | -0.9% | 0.16% | -1.9% |
| XLK | Sell | SELECT SECTOR SPDRtechnology | $1,509,124 | -21.0% | 7,246 | -27.0% | 0.15% | -26.0% |
| MKTX | New | MarketAxess Holdings Inc | $1,485,638 | – | 6,776 | +100.0% | 0.15% | – |
| PATH | Sell | UiPath Inccl a | $1,477,336 | -9.2% | 65,167 | -0.5% | 0.15% | -14.7% |
| IJJ | iShares ETFs/USAs&p mc 400vl etf | $1,454,612 | +3.7% | 12,297 | 0.0% | 0.15% | -2.6% | |
| BLK | Sell | BlackRock Inc | $1,461,476 | +0.6% | 1,753 | -2.1% | 0.15% | -5.7% |
| XLY | Buy | SELECT SECTOR SPDRsbi cons discr | $1,436,733 | +13.8% | 7,813 | +10.6% | 0.15% | +6.5% |
| T | Sell | AT&T INC | $1,430,334 | +4.5% | 81,269 | -0.4% | 0.15% | -2.0% |
| EMR | Sell | EMERSON ELECTRIC | $1,418,090 | +12.9% | 12,503 | -3.1% | 0.14% | +5.8% |
| IGIB | Sell | iShares ETFs/USA | $1,393,354 | -36.6% | 27,003 | -36.1% | 0.14% | -40.4% |
| HD | Sell | Home Depot Inc/The | $1,360,629 | +9.7% | 3,547 | -0.9% | 0.14% | +3.0% |
| ADP | Buy | AUTOMATIC DATA PROCESSING | $1,330,865 | +14.0% | 5,329 | +6.3% | 0.14% | +7.1% |
| PANW | Sell | Palo Alto Networks Inc | $1,321,773 | -3.7% | 4,652 | -0.1% | 0.14% | -10.0% |
| PRU | Buy | PRUDENTIAL FINL | $1,268,859 | +15.3% | 10,808 | +1.9% | 0.13% | +8.3% |
| ED | Sell | Consolidated Edison Inc | $1,244,188 | -7.0% | 13,701 | -6.9% | 0.13% | -13.0% |
| PFE | Sell | Pfizer Inc | $1,231,045 | -15.1% | 44,362 | -11.9% | 0.13% | -20.3% |
| PAYX | Buy | Paychex Inc | $1,216,088 | +3.6% | 9,903 | +0.5% | 0.12% | -3.1% |
| GPC | Sell | Genuine Parts Co | $1,200,707 | +9.0% | 7,750 | -2.6% | 0.12% | +2.5% |
| HII | Sell | Huntington Ingalls Industries | $1,171,127 | +8.3% | 4,018 | -3.5% | 0.12% | +1.7% |
| SCHR | Sell | Charles Schwab Investment Management Incint-trm u.s tres | $1,136,734 | -2.5% | 23,175 | -1.1% | 0.12% | -8.7% |
| MMM | Sell | 3M Co | $1,089,445 | -5.0% | 10,271 | -2.1% | 0.11% | -11.2% |
| RSP | Buy | Invesco ETFs/USAs&p500 eql wgt | $1,070,249 | +102.8% | 6,319 | +89.0% | 0.11% | +87.9% |
| FPE | First Trust ETFs/USApfd secs inc etf | $1,057,473 | +2.7% | 61,055 | 0.0% | 0.11% | -3.6% | |
| MUB | Buy | ISHARES/USAnational mun etf | $1,053,081 | +4.2% | 9,787 | +5.0% | 0.11% | -1.8% |
| MDT | Buy | Medtronic PLC | $1,046,410 | +19.8% | 12,007 | +13.3% | 0.11% | +12.6% |
| TSCO | Sell | TRACTOR SUPPLY CO | $1,046,095 | +16.8% | 3,997 | -4.0% | 0.11% | +9.2% |
| CMCSA | Sell | Comcast Corpcl a | $1,037,409 | -1.6% | 23,931 | -0.5% | 0.11% | -7.8% |
| EUSA | Buy | iShares ETFs/USAmsci equal weite | $1,040,107 | +109.1% | 11,431 | +94.0% | 0.11% | +96.3% |
| IJS | ISHARESsp smcp600vl etf | $1,037,876 | -0.3% | 10,100 | 0.0% | 0.11% | -7.0% | |
| PKG | Buy | Packaging Corp of America | $1,002,797 | +19.5% | 5,284 | +2.6% | 0.10% | +13.2% |
| APTV | Buy | Aptiv PLC | $996,421 | -4.7% | 12,510 | +7.4% | 0.10% | -10.5% |
| REGN | REGENERON PHARMACEUTICALS | $962,490 | +9.6% | 1,000 | 0.0% | 0.10% | +2.1% | |
| PNC | Buy | PNC Financial Services Group I | $955,056 | +7.5% | 5,910 | +3.0% | 0.10% | +1.0% |
| PG | Sell | Procter & Gamble Co/The | $915,091 | -4.3% | 5,640 | -13.6% | 0.09% | -9.6% |
| IJK | iShares ETFs/USAs&p mc 400gr etf | $923,268 | +15.2% | 10,118 | 0.0% | 0.09% | +8.0% | |
| TW | Sell | Tradeweb Markets Inccl a | $914,092 | -57.6% | 8,775 | -63.0% | 0.09% | -60.4% |
| DEO | Buy | DIAGEOspon adr new | $891,696 | +9.2% | 5,995 | +6.9% | 0.09% | +2.2% |
| NEM | Sell | Newmont Corp | $880,230 | -35.5% | 24,560 | -25.5% | 0.09% | -39.6% |
| ADM | Buy | Archer-Daniels-Midland Co | $878,398 | -9.2% | 13,985 | +4.5% | 0.09% | -14.3% |
| FB | Buy | Meta Platforms Inccl a | $872,588 | +68.3% | 1,797 | +22.7% | 0.09% | +56.1% |
| IDXX | Sell | IDEXX Laboratories Inc | $863,348 | -3.0% | 1,599 | -0.2% | 0.09% | -9.3% |
| MRK | Sell | Merck & Co Inc | $859,654 | +19.4% | 6,515 | -1.4% | 0.09% | +11.4% |
| DE | DEERE & CO | $847,357 | +2.7% | 2,063 | 0.0% | 0.09% | -3.3% | |
| TSN | Buy | Tyson Foods Inccl a | $850,235 | +16.4% | 14,477 | +6.6% | 0.09% | +8.8% |
| SO | Sell | Southern Co/The | $832,973 | +0.1% | 11,611 | -2.2% | 0.08% | -6.6% |
| VLO | Buy | Valero Energy Corp | $831,090 | +44.4% | 4,869 | +10.0% | 0.08% | +34.9% |
| NVS | Sell | Novartis AGsponsored adr | $831,588 | -5.1% | 8,597 | -1.0% | 0.08% | -11.5% |
| SNPS | New | Synopsys Inc | $830,961 | – | 1,454 | +100.0% | 0.08% | – |
| MTB | Sell | M&T Bank Corp | $821,590 | +3.4% | 5,649 | -2.6% | 0.08% | -3.4% |
| UPS | Buy | UTD PARCEL SERVcl b | $809,439 | -3.2% | 5,446 | +2.4% | 0.08% | -8.8% |
| AON | Sell | Aon PLC | $784,242 | +7.7% | 2,350 | -6.1% | 0.08% | +1.3% |
| VB | Sell | Vanguard ETF/USAsmall cp etf | $786,350 | +2.2% | 3,440 | -4.6% | 0.08% | -4.8% |
| COST | Sell | Costco Wholesale Corp | $780,251 | -3.3% | 1,065 | -12.8% | 0.08% | -9.1% |
| VIRT | Sell | Virtu Financial Inccl a | $766,545 | -54.6% | 37,356 | -55.2% | 0.08% | -57.6% |
| ESML | Buy | iShares ETFs/USAesg aware msci | $729,129 | +92.4% | 18,106 | +81.6% | 0.08% | +82.9% |
| VCLT | VANGUARD GROUP INC/THElg-term cor bd | $734,189 | -2.4% | 9,385 | 0.0% | 0.08% | -8.5% | |
| PPL | Buy | PPL CORP | $692,930 | +5.8% | 25,170 | +4.1% | 0.07% | 0.0% |
| STX | Buy | Seagate Technology Holdings PL | $691,827 | +15.2% | 7,435 | +5.7% | 0.07% | +9.2% |
| SCHH | Sell | Schwab ETFs/USAus reit etf | $676,863 | -17.2% | 33,343 | -15.6% | 0.07% | -22.5% |
| ABT | Sell | Abbott Laboratories | $659,228 | +2.6% | 5,800 | -0.7% | 0.07% | -4.3% |
| KO | Coca-Cola Co/The | $624,342 | +3.8% | 10,205 | 0.0% | 0.06% | -3.0% | |
| HON | Sell | Honeywell International Inc | $621,087 | -8.2% | 3,026 | -6.2% | 0.06% | -13.5% |
| ILMN | Sell | Illumina Inc | $591,987 | -10.8% | 4,311 | -9.6% | 0.06% | -15.3% |
| ETN | Sell | Eaton Corp PLC | $594,717 | +26.5% | 1,902 | -2.6% | 0.06% | +19.6% |
| NEE | Sell | NEXTERA ENERGY | $580,111 | +4.2% | 9,077 | -1.0% | 0.06% | -3.3% |
| ESGD | Buy | ISHARES ETFS/USAesg aw msci eafe | $565,203 | +101.3% | 7,073 | +90.3% | 0.06% | +87.1% |
| AVGO | Buy | Broadcom Inc | $561,974 | +21.6% | 424 | +2.4% | 0.06% | +14.0% |
| FNDE | Sell | Schwab Strategic Trustschwb fdt emk lg | $544,429 | -11.1% | 19,612 | -13.1% | 0.06% | -16.4% |
| EFA | Sell | iShares ETFs/USAmsci eafe etf | $527,875 | +4.1% | 6,610 | -1.8% | 0.05% | -1.8% |
| EAGG | Buy | iShares ETFs/USAesg awr us agrgt | $527,825 | +24.1% | 11,216 | +25.9% | 0.05% | +17.4% |
| IWR | iShares ETFs/USArus mid cap etf | $527,244 | +8.2% | 6,270 | 0.0% | 0.05% | +1.9% | |
| SUSB | iShares ETFs/USAesg awre 1 5 yr | $511,877 | 0.0% | 20,910 | 0.0% | 0.05% | -7.1% | |
| LMT | Sell | Lockheed Martin Corp | $498,992 | -19.3% | 1,097 | -19.6% | 0.05% | -23.9% |
| IEMG | Sell | iShares ETFs/USAcore msci emkt | $490,458 | -20.6% | 9,505 | -22.1% | 0.05% | -25.4% |
| AXP | AMER EXPRESS CO | $476,327 | +21.5% | 2,092 | 0.0% | 0.05% | +14.0% | |
| GVI | Sell | iShares ETFs/USAintrm gov cr etf | $474,669 | -24.9% | 4,565 | -24.4% | 0.05% | -29.0% |
| PM | PHILIP MORRIS INTL | $457,642 | -2.6% | 4,995 | 0.0% | 0.05% | -7.8% | |
| DVY | ISHARESselect divid etf | $449,730 | +5.1% | 3,651 | 0.0% | 0.05% | -2.1% | |
| MO | ALTRIA GROUP INC | $440,518 | +8.1% | 10,099 | 0.0% | 0.04% | +2.3% | |
| CAT | Caterpillar Inc | $428,357 | +23.9% | 1,169 | 0.0% | 0.04% | +15.8% | |
| IJT | ISHARES/USAs&p sml 600 gwt | $424,873 | +4.5% | 3,250 | 0.0% | 0.04% | -2.3% | |
| QQQ | Buy | Invesco ETFs/USAunit ser 1 | $388,509 | +40.5% | 875 | +29.6% | 0.04% | +33.3% |
| IWM | Sell | ISHARESrussell 2000 etf | $393,051 | +3.9% | 1,869 | -0.8% | 0.04% | -2.4% |
| CSX | Sell | CSX CORP | $381,488 | -25.6% | 10,291 | -30.4% | 0.04% | -30.4% |
| DHR | Danaher Corp | $383,070 | +7.9% | 1,534 | 0.0% | 0.04% | 0.0% | |
| ACN | Buy | Accenture PLC | $375,379 | +0.6% | 1,083 | +1.9% | 0.04% | -7.3% |
| General Electric Co | $370,193 | +37.5% | 2,109 | 0.0% | 0.04% | +31.0% | ||
| UNH | Sell | UnitedHealth Group Inc | $370,530 | -41.5% | 749 | -37.7% | 0.04% | -44.9% |
| SLYV | SPDR SERIES TRUSTs&p 600 smcp val | $372,286 | -0.4% | 4,487 | 0.0% | 0.04% | -7.3% | |
| XLU | Sell | SELECT SECTOR SPDRsbi int-utils | $368,757 | -15.0% | 5,617 | -18.0% | 0.04% | -19.1% |
| DJP | Buy | BARCLAYS CAPITAL INCdjubs cmdt etn36 | $367,820 | +41.9% | 11,827 | +38.7% | 0.04% | +35.7% |
| IWO | iShares ETFs/USArus 2000 grw etf | $365,851 | +7.4% | 1,351 | 0.0% | 0.04% | 0.0% | |
| CLX | Clorox Co/The | $365,780 | +7.4% | 2,389 | 0.0% | 0.04% | 0.0% | |
| GOLD | Buy | BARRICK GOLD CORP | $341,802 | +3.4% | 20,541 | +12.4% | 0.04% | -2.8% |
| IBB | ISHARESishares biotech | $344,011 | +1.0% | 2,507 | 0.0% | 0.04% | -5.4% | |
| MTZ | Sell | MasTec Inc | $320,780 | +14.3% | 3,440 | -7.2% | 0.03% | +6.5% |
| IVE | Sell | ISHARESs&p 500 val etf | $315,335 | +5.5% | 1,688 | -1.8% | 0.03% | -3.0% |
| WM | Sell | WASTE MANAGEMENT | $298,623 | +11.3% | 1,401 | -6.5% | 0.03% | +6.9% |
| NUE | Sell | Nucor Corp | $279,237 | +9.7% | 1,411 | -3.6% | 0.03% | +3.6% |
| BKLN | Sell | Invesco ETFs/USAsr ln etf | $282,374 | -58.7% | 13,351 | -58.7% | 0.03% | -61.3% |
| BAC | Sell | BK OF AMERICA CORP | $279,319 | +10.7% | 7,366 | -1.7% | 0.03% | +3.6% |
| WSM | Sell | Williams-Sonoma Inc | $269,265 | +56.4% | 848 | -0.6% | 0.03% | +47.4% |
| XLB | Buy | SELECT SECTOR SPDRsbi materials | $258,606 | +82.1% | 2,784 | +67.7% | 0.03% | +73.3% |
| COP | Sell | CONOCOPHILLIPS | $256,469 | -8.9% | 2,015 | -16.9% | 0.03% | -16.1% |
| VTV | Vanguard ETF/USAvalue etf | $240,870 | +8.9% | 1,479 | 0.0% | 0.02% | +4.2% | |
| TT | Sell | Trane Technologies PLC | $235,057 | -12.7% | 783 | -29.1% | 0.02% | -17.2% |
| AMD | ADVANCED MICRO DEV | $231,569 | +22.4% | 1,283 | 0.0% | 0.02% | +14.3% | |
| SDY | SSGA Funds Management Incs&p divid etf | $230,851 | +5.0% | 1,759 | 0.0% | 0.02% | 0.0% | |
| BHB | Sell | Bar Harbor Bankshares | $228,390 | -42.9% | 8,625 | -36.7% | 0.02% | -47.7% |
| MS | MORGAN STANLEY | $226,831 | +1.0% | 2,409 | 0.0% | 0.02% | -4.2% | |
| ESGE | Buy | iShares ETFs/USAesg awr msci em | $225,255 | +71.1% | 6,989 | +70.2% | 0.02% | +64.3% |
| ADI | ANALOG DEVICES INC | $219,745 | -0.4% | 1,111 | 0.0% | 0.02% | -8.3% | |
| FNLC | First Bancorp Inc/The | $205,695 | -12.7% | 8,348 | 0.0% | 0.02% | -19.2% | |
| WFC | Sell | WELLS FARGO & CO | $194,166 | +6.1% | 3,350 | -9.9% | 0.02% | 0.0% |
| QUAL | iShares ETFs/USAmsci usa qlt fct | $197,549 | +11.7% | 1,202 | 0.0% | 0.02% | +5.3% | |
| MDY | STATE STREET ETF/USAutser1 s&pdcrp | $199,191 | +9.7% | 358 | 0.0% | 0.02% | 0.0% | |
| ORCL | Sell | ORACLE CORP | $184,647 | -25.7% | 1,470 | -37.6% | 0.02% | -29.6% |
| TSLA | Tesla Inc | $188,095 | -29.3% | 1,070 | 0.0% | 0.02% | -34.5% | |
| TMO | Sell | Thermo Fisher Scientific Inc | $181,338 | +8.5% | 312 | -1.0% | 0.02% | +5.6% |
| JBHT | JB Hunt Transport Services Inc | $189,288 | -0.2% | 950 | 0.0% | 0.02% | -9.5% | |
| MDU | Sell | MDU RES GROUP INC | $189,907 | +7.9% | 7,536 | -15.2% | 0.02% | 0.0% |
| SUB | Sell | BlackRock Fund Advisorsshrt nat mun etf | $189,980 | -21.1% | 1,814 | -20.6% | 0.02% | -26.9% |
| TGT | Sell | Target Corp | $173,134 | +11.0% | 977 | -10.8% | 0.02% | +5.9% |
| ICLN | ISHARES TRUSTgl clean ene etf | $165,607 | -10.2% | 11,846 | 0.0% | 0.02% | -15.0% | |
| Sell | KNIFE RIV HOL CO. | $156,241 | +12.0% | 1,927 | -8.5% | 0.02% | +6.7% | |
| MDLZ | Sell | Mondelez International Inccl a | $158,970 | -8.9% | 2,271 | -5.7% | 0.02% | -15.8% |
| NKE | Sell | NIKE INCcl b | $158,732 | -27.2% | 1,689 | -15.9% | 0.02% | -33.3% |
| TD | TORONTO-DOMINION | $142,738 | -6.6% | 2,364 | 0.0% | 0.02% | -11.8% | |
| XLRE | Sell | State Street ETF/USArl est sel sec | $147,368 | -17.5% | 3,728 | -16.4% | 0.02% | -21.1% |
| GIS | Sell | GENERAL MILLS INC | $144,138 | +5.1% | 2,060 | -2.1% | 0.02% | 0.0% |
| SYY | Sell | Sysco Corp | $143,445 | +9.4% | 1,767 | -1.5% | 0.02% | +7.1% |
| TJX | Sell | TJX Cos Inc/The | $143,205 | +7.4% | 1,412 | -0.7% | 0.02% | 0.0% |
| IEF | Sell | iShares ETFs/USA7-10 yr trsy bd | $148,238 | -23.8% | 1,566 | -22.4% | 0.02% | -28.6% |
| GLW | CORNING INC | $134,708 | +8.2% | 4,087 | 0.0% | 0.01% | 0.0% | |
| LHX | L3Harris Technologies Inc | $137,449 | +1.2% | 645 | 0.0% | 0.01% | -6.7% | |
| PHO | Invesco ETFs/USAwater res etf | $141,661 | +9.4% | 2,128 | 0.0% | 0.01% | 0.0% | |
| CYBR | Sell | CyberArk Software Ltd | $138,924 | +3.3% | 523 | -14.8% | 0.01% | -6.7% |
| CVS | Sell | CVS Health Corp | $126,579 | -32.8% | 1,587 | -33.5% | 0.01% | -38.1% |
| AGG | Sell | iShares ETFs/USAcore us aggbd et | $125,853 | -5.0% | 1,285 | -3.7% | 0.01% | -7.1% |
| IVW | Sell | ISHARESs&p 500 grwt etf | $129,193 | +9.6% | 1,530 | -2.5% | 0.01% | 0.0% |
| TXN | TEXAS INSTRUMENTS | $124,386 | +2.2% | 714 | 0.0% | 0.01% | 0.0% | |
| DCI | Donaldson Co Inc | $123,521 | +14.3% | 1,654 | 0.0% | 0.01% | +8.3% | |
| CARR | Sell | CARRIER GLOBAL CORP | $129,339 | -18.9% | 2,225 | -19.8% | 0.01% | -23.5% |
| VUG | Vanguard ETF/USAgrowth etf | $130,108 | +10.7% | 378 | 0.0% | 0.01% | 0.0% | |
| ITW | Sell | ILLINOIS TOOL WKS | $127,188 | -28.5% | 474 | -30.2% | 0.01% | -31.6% |
| NOC | NORTHROP GRUMMAN | $123,973 | +2.2% | 259 | 0.0% | 0.01% | 0.0% | |
| UNP | Sell | Union Pacific Corp | $113,374 | -27.9% | 461 | -28.0% | 0.01% | -29.4% |
| XLE | Buy | SELECT SECTOR SPDRenergy | $116,408 | +47.4% | 1,233 | +30.9% | 0.01% | +33.3% |
| GL | Globe Life Inc | $115,439 | -4.4% | 992 | 0.0% | 0.01% | -7.7% | |
| MPC | Sell | Marathon Petroleum Corp | $119,691 | +33.6% | 594 | -1.7% | 0.01% | +20.0% |
| OTIS | Sell | Otis Worldwide Corp | $116,543 | -13.1% | 1,174 | -21.7% | 0.01% | -20.0% |
| DUK | Sell | DUKE ENERGY CORP | $106,671 | -22.4% | 1,103 | -22.2% | 0.01% | -26.7% |
| AJG | Arthur J Gallagher & Co | $103,517 | +11.2% | 414 | 0.0% | 0.01% | +10.0% | |
| VOT | Buy | Vanguard ETF/USAmcap gr idxvip | $107,284 | +11.0% | 455 | +3.4% | 0.01% | 0.0% |
| GLD | Sell | SPDR GOLD TRUST | $103,889 | -18.3% | 505 | -24.1% | 0.01% | -21.4% |
| BDX | BECTON DICKINSON | $109,620 | +1.5% | 443 | 0.0% | 0.01% | -8.3% | |
| SAN | Banco Santander SAadr | $106,170 | +16.9% | 21,936 | 0.0% | 0.01% | +10.0% | |
| EMXC | iShares ETFs/USAmsci emrg chn | $94,703 | +3.9% | 1,645 | 0.0% | 0.01% | 0.0% | |
| PEY | Invesco ETFs/USAhig yld eq div | $99,347 | -2.3% | 4,811 | 0.0% | 0.01% | -9.1% | |
| BA | Buy | BOEING CO | $99,004 | -25.8% | 513 | +0.2% | 0.01% | -33.3% |
| USMV | Buy | iShares ETFs/USAmsci usa min vol | $84,165 | +12.7% | 1,007 | +5.2% | 0.01% | +12.5% |
| BR | BROADRIDGE FIN SOL | $92,597 | -0.4% | 452 | 0.0% | 0.01% | -10.0% | |
| JXI | iShares ETFs/USAglob utilits etf | $88,277 | +1.0% | 1,495 | 0.0% | 0.01% | -10.0% | |
| CHD | Sell | Church & Dwight Co Inc | $85,534 | +9.2% | 820 | -1.0% | 0.01% | 0.0% |
| WEX | WEX Inc | $90,261 | +22.1% | 380 | 0.0% | 0.01% | +12.5% | |
| CL | Sell | COLGATE-PALMOLIVE | $92,661 | -32.8% | 1,029 | -40.5% | 0.01% | -40.0% |
| NXPI | NXP Semiconductors NV | $89,445 | +7.9% | 361 | 0.0% | 0.01% | 0.0% | |
| O | REALTY INCOME CORP | $86,127 | -5.8% | 1,592 | 0.0% | 0.01% | -10.0% | |
| RF | Sell | Regions Financial Corp | $89,378 | -90.0% | 4,248 | -90.8% | 0.01% | -90.7% |
| DIA | SPDR DOW JONES INDut ser 1 | $83,530 | +5.5% | 210 | 0.0% | 0.01% | 0.0% | |
| XLC | State Street ETF/USA | $89,826 | +12.4% | 1,100 | 0.0% | 0.01% | 0.0% | |
| MET | Sell | MetLife Inc | $89,525 | +10.9% | 1,208 | -1.1% | 0.01% | 0.0% |
| WDFC | WD-40 Co | $88,912 | +6.0% | 351 | 0.0% | 0.01% | 0.0% | |
| LYB | Sell | LyondellBasell Industries NV | $77,733 | -30.3% | 760 | -35.2% | 0.01% | -33.3% |
| MA | MASTERCARD INCcl a | $79,459 | +12.9% | 165 | 0.0% | 0.01% | 0.0% | |
| VCSH | VANGUARD ETF/USAshrt trm corp bd | $78,315 | -0.1% | 1,013 | 0.0% | 0.01% | -11.1% | |
| CNI | Sell | CDN NATL RAILWAYS | $82,187 | +2.2% | 624 | -2.5% | 0.01% | -11.1% |
| XLF | Sell | SELECT SECTOR SPDRfinancial | $76,532 | -65.0% | 1,817 | -68.8% | 0.01% | -66.7% |
| STT | Sell | State Street Corp | $82,346 | -1.6% | 1,065 | -1.4% | 0.01% | -11.1% |
| PGX | Invesco ETFs/USApfd etf | $77,220 | +3.6% | 6,500 | 0.0% | 0.01% | 0.0% | |
| KMB | KIMBERLY-CLARK CP | $76,964 | +6.5% | 595 | 0.0% | 0.01% | 0.0% | |
| AFL | Aflac Inc | $69,461 | +4.1% | 809 | 0.0% | 0.01% | 0.0% | |
| BAX | Sell | BAXTER INTL INC | $65,093 | -16.6% | 1,523 | -24.5% | 0.01% | -22.2% |
| DD | DuPont de Nemours Inc | $67,240 | -0.3% | 877 | 0.0% | 0.01% | 0.0% | |
| EW | Sell | Edwards Lifesciences Corp | $66,892 | +23.7% | 700 | -1.3% | 0.01% | +16.7% |
| GE HealthCare Technologies Inc | $63,637 | +17.6% | 700 | 0.0% | 0.01% | +16.7% | ||
| IWV | iShares ETFs/USArussell 3000 etf | $67,518 | +9.6% | 225 | 0.0% | 0.01% | 0.0% | |
| COF | Capital One Financial Corp | $55,238 | +13.6% | 371 | 0.0% | 0.01% | +20.0% | |
| ECL | ECOLAB INC | $57,494 | +16.4% | 249 | 0.0% | 0.01% | +20.0% | |
| SCHI | Schwab Strategic Trust5 10yr corp bd | $54,901 | -1.0% | 1,234 | 0.0% | 0.01% | 0.0% | |
| SCHG | Charles Schwab Investment Management Incus lcap gr etf | $61,195 | +11.8% | 660 | 0.0% | 0.01% | 0.0% | |
| NVDA | Buy | NVIDIA Corp | $57,828 | +116.2% | 64 | +18.5% | 0.01% | +100.0% |
| FAST | Sell | Fastenal Co | $60,786 | +0.9% | 788 | -15.3% | 0.01% | -14.3% |
| MTUM | iShares ETFs/USAmsci usa mmentm | $56,205 | +19.4% | 300 | 0.0% | 0.01% | +20.0% | |
| DOW | Dow Inc | $59,031 | +5.6% | 1,019 | 0.0% | 0.01% | 0.0% | |
| VEU | Buy | Vanguard ETF/USAallwrld ex us | $63,342 | +8.0% | 1,080 | +3.3% | 0.01% | 0.0% |
| URI | United Rentals Inc | $62,015 | +25.8% | 86 | 0.0% | 0.01% | +20.0% | |
| IWS | iShares ETFs/USArus mdcp val etf | $59,532 | +7.8% | 475 | 0.0% | 0.01% | 0.0% | |
| CIBR | First Trust ETFs/USAnasdaq cyb etf | $62,029 | +4.7% | 1,100 | 0.0% | 0.01% | 0.0% | |
| PYPL | Sell | PayPal Holdings Inc | $61,430 | +2.7% | 917 | -5.9% | 0.01% | -14.3% |
| IYY | iShares ETFs/USAdow jones us etf | $60,458 | +9.9% | 472 | 0.0% | 0.01% | 0.0% | |
| VBK | Vanguard ETF/USAsml cp grw etf | $55,012 | +7.8% | 211 | 0.0% | 0.01% | 0.0% | |
| IR | Sell | Ingersoll Rand Inc | $47,475 | -22.2% | 500 | -36.6% | 0.01% | -28.6% |
| VXF | Vanguard Group Inc/Theextend mkt etf | $53,282 | +6.6% | 304 | 0.0% | 0.01% | 0.0% | |
| CAH | Sell | Cardinal Health Inc | $45,208 | -7.7% | 404 | -16.9% | 0.01% | 0.0% |
| XLI | Sell | State Street ETF/USAindl | $52,651 | +5.2% | 418 | -4.8% | 0.01% | 0.0% |
| WPC | WP Carey Inc | $47,974 | -12.9% | 850 | 0.0% | 0.01% | -16.7% | |
| TM | TOYOTA MOTOR CORPads | $52,601 | +37.2% | 209 | 0.0% | 0.01% | +25.0% | |
| XLP | Sell | SELECT SECTOR SPDRsbi cons stpls | $52,536 | +5.7% | 688 | -0.3% | 0.01% | 0.0% |
| CAC | Camden National Corp | $46,526 | -10.9% | 1,388 | 0.0% | 0.01% | -16.7% | |
| FTV | Sell | Fortive Corp | $47,913 | -19.4% | 557 | -31.0% | 0.01% | -16.7% |
| AMP | Ameriprise Financial Inc | $45,598 | +15.4% | 104 | 0.0% | 0.01% | +25.0% | |
| BHP | BHP BILLITON LTDsponsored ads | $49,498 | -15.5% | 858 | 0.0% | 0.01% | -16.7% | |
| KEY | KeyCorp | $53,264 | +9.8% | 3,369 | 0.0% | 0.01% | 0.0% | |
| AEP | American Electric Power Co Inc | $45,116 | +6.0% | 524 | 0.0% | 0.01% | 0.0% | |
| CORP | Sell | Pimco ETFs/USAinv grd crp bd | $45,335 | -7.1% | 472 | -6.0% | 0.01% | 0.0% |
| PLD | Prologis Inc | $51,437 | -2.3% | 395 | 0.0% | 0.01% | -16.7% | |
| HAS | HASBRO INC | $36,003 | +10.7% | 637 | 0.0% | 0.00% | 0.0% | |
| Sell | Veralto Corp | $41,404 | +6.4% | 467 | -1.3% | 0.00% | 0.0% | |
| ES | Eversource Energy | $36,101 | -3.2% | 604 | 0.0% | 0.00% | 0.0% | |
| UNM | Unum Group | $35,630 | +18.7% | 664 | 0.0% | 0.00% | +33.3% | |
| MGK | Vanguard ETF/USAmega grwth ind | $40,125 | +10.4% | 140 | 0.0% | 0.00% | 0.0% | |
| CTVA | Corteva Inc | $40,023 | +20.3% | 694 | 0.0% | 0.00% | 0.0% | |
| VV | New | Vanguard Group Inc/Thelarge cap etf | $40,040 | – | 167 | +100.0% | 0.00% | – |
| VCR | Vanguard ETF/USAconsum dis etf | $43,847 | +4.3% | 138 | 0.0% | 0.00% | -20.0% | |
| Cognition Therapeutics Inc | $43,715 | -1.6% | 24,019 | 0.0% | 0.00% | -20.0% | ||
| TROW | T Rowe Price Group Inc | $42,672 | +13.2% | 350 | 0.0% | 0.00% | 0.0% | |
| CINF | Cincinnati Financial Corp | $37,251 | +20.0% | 300 | 0.0% | 0.00% | +33.3% | |
| CB | Sell | CHUBB LIMITED COM | $41,979 | +13.3% | 162 | -1.2% | 0.00% | 0.0% |
| BP | BP PLCsponsored adr | $43,369 | +6.4% | 1,151 | 0.0% | 0.00% | 0.0% | |
| SPGI | S&P Global Inc | $37,440 | -3.4% | 88 | 0.0% | 0.00% | 0.0% | |
| NWFL | Buy | Norwood Financial Corp | $42,330 | -4.6% | 1,556 | +15.3% | 0.00% | -20.0% |
| INTU | Intuit Inc | $35,100 | +4.0% | 54 | 0.0% | 0.00% | 0.0% | |
| XLV | Sell | SELECT SECTOR SPDRsbi healthcare | $35,751 | -41.6% | 242 | -46.1% | 0.00% | -42.9% |
| ANSS | ANSYS, INC. | $36,105 | -4.3% | 104 | 0.0% | 0.00% | 0.0% | |
| SRE | SEMPRA ENERGY | $40,368 | -3.9% | 562 | 0.0% | 0.00% | -20.0% | |
| SBUX | STARBUCKS CORP | $38,036 | -4.8% | 416 | 0.0% | 0.00% | 0.0% | |
| SCHP | CHARLES SCHWAB INVESTMENT MANAGEMENT INCus tips etf | $31,192 | -0.1% | 598 | 0.0% | 0.00% | 0.0% | |
| ILF | ISHARESlatn amer 40 etf | $31,284 | -2.1% | 1,100 | 0.0% | 0.00% | 0.0% | |
| IWD | ISHARES TRUSTrus 1000 val etf | $25,971 | +8.4% | 145 | 0.0% | 0.00% | 0.0% | |
| SLB | Sell | Schlumberger NV | $29,049 | -30.2% | 530 | -33.8% | 0.00% | -40.0% |
| LANC | Lancaster Colony Corp | $31,145 | +24.8% | 150 | 0.0% | 0.00% | 0.0% | |
| WBS | Webster Financial Corp | $30,462 | +0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| SHY | ISHARES TRUST1 3 yr treas bd | $31,567 | -0.3% | 386 | 0.0% | 0.00% | 0.0% | |
| HEFA | BLACKROCK FUND ADVISORShdg msci eafe | $30,311 | +10.7% | 869 | 0.0% | 0.00% | 0.0% | |
| FBHS | Fortune Brands Innovations Inc | $25,401 | +11.2% | 300 | 0.0% | 0.00% | +50.0% | |
| AMT | Sell | American Tower Corp | $26,279 | -9.2% | 133 | -0.7% | 0.00% | 0.0% |
| D | DOMINION RES(VIR) | $24,890 | +4.7% | 506 | 0.0% | 0.00% | 0.0% | |
| GSK PLCsponsored adr | $32,152 | +15.7% | 750 | 0.0% | 0.00% | 0.0% | ||
| CMI | CUMMINS INC | $30,054 | +23.0% | 102 | 0.0% | 0.00% | 0.0% | |
| BND | Vanguard ETF/USAtotal bnd mrkt | $26,510 | -1.3% | 365 | 0.0% | 0.00% | 0.0% | |
| AMCR | Amcor PLCord | $28,530 | -1.3% | 3,000 | 0.0% | 0.00% | 0.0% | |
| BIV | VANGUARD ETF/USAintermed term | $25,033 | -1.3% | 332 | 0.0% | 0.00% | 0.0% | |
| Linde PLC | $28,788 | +13.1% | 62 | 0.0% | 0.00% | 0.0% | ||
| TYL | Sell | Tyler Technologies Inc | $28,901 | +0.2% | 68 | -1.4% | 0.00% | 0.0% |
| VSGX | Vanguard ETF/USAesg intl stk etf | $25,862 | +4.0% | 450 | 0.0% | 0.00% | 0.0% | |
| CME | CME Group Inc | $25,404 | +2.2% | 118 | 0.0% | 0.00% | 0.0% | |
| BKNG | Sell | Booking Holdings Inc | $32,651 | -76.4% | 9 | -76.9% | 0.00% | -80.0% |
| TIP | Sell | ISHARES TRUSTtips bd etf | $33,727 | -78.6% | 314 | -78.6% | 0.00% | -82.4% |
| HSY | Sell | HERSHEY CO (THE) | $28,397 | -6.0% | 146 | -9.9% | 0.00% | 0.0% |
| VIG | VANGUARD ETF/USAdiv app etf | $28,670 | +7.2% | 157 | 0.0% | 0.00% | 0.0% | |
| TRV | Sell | TRAVELERS CO INC | $34,061 | -78.9% | 148 | -82.5% | 0.00% | -83.3% |
| NWL | Sell | Newell Brands Inc | $26,627 | -15.2% | 3,316 | -8.4% | 0.00% | 0.0% |
| IYK | Buy | iShares ETFs/USAus consm staples | $27,593 | +5.8% | 408 | +200.0% | 0.00% | 0.0% |
| OHI | Omega Healthcare Investors Inc | $15,835 | +3.3% | 500 | 0.0% | 0.00% | 0.0% | |
| MKL | Markel Group Inc | $15,215 | +7.2% | 10 | 0.0% | 0.00% | 0.0% | |
| VTI | Buy | VANGUARD ETF/USAtotal stk mkt | $20,532 | +154.6% | 79 | +132.4% | 0.00% | +100.0% |
| OSK | OSHKOSH CORP | $15,339 | +15.0% | 123 | 0.0% | 0.00% | +100.0% | |
| FITB | 5TH THIRD BANCORP | $24,187 | +7.9% | 650 | 0.0% | 0.00% | 0.0% | |
| TEL | Sell | TE Connectivity Ltd | $24,110 | -10.2% | 166 | -13.1% | 0.00% | -33.3% |
| SIRI | Liberty Media Corp | $19,400 | -29.1% | 5,000 | 0.0% | 0.00% | -33.3% | |
| CLF | CLEVELAND CLIFFS COM | $22,740 | +11.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| VMBS | Vanguard ETF/USAmtg-bkd secs etf | $19,247 | -1.6% | 422 | 0.0% | 0.00% | 0.0% | |
| XYL | Xylem Inc/NY | $19,386 | +13.0% | 150 | 0.0% | 0.00% | 0.0% | |
| HDV | ISHARES TRUSTcore high dv etf | $15,209 | +8.1% | 138 | 0.0% | 0.00% | 0.0% | |
| CHK | New | Chesapeake Energy Corp | $17,766 | – | 200 | +100.0% | 0.00% | – |
| PII | Polaris Inc | $20,324 | +5.6% | 203 | 0.0% | 0.00% | 0.0% | |
| NSC | Norfolk Southern Corp | $23,957 | +7.8% | 94 | 0.0% | 0.00% | 0.0% | |
| DEM | WISDOMTREE ETFS/USAemer mkt high fd | $23,472 | +2.9% | 561 | 0.0% | 0.00% | 0.0% | |
| RPM | RPM INTERNATIONAL | $21,173 | +6.6% | 178 | 0.0% | 0.00% | 0.0% | |
| DELL | Sell | Dell Technologies Inccl c | $16,090 | +42.1% | 141 | -4.7% | 0.00% | +100.0% |
| WY | Weyerhaeuser Co | $16,662 | +3.3% | 464 | 0.0% | 0.00% | 0.0% | |
| NYCBPRU | NY COMMUNITY CAP TRUST Vunit 05/07/2051 | $19,698 | -20.9% | 600 | 0.0% | 0.00% | -33.3% | |
| CRSP | CRISPR Therapeutics AGnamen akt | $17,381 | +8.9% | 255 | 0.0% | 0.00% | 0.0% | |
| LQD | ISHARESiboxx inv cp etf | $21,022 | -1.6% | 193 | 0.0% | 0.00% | 0.0% | |
| SPIB | SSGA FUNDS MANAGEMENT INCportfolio intrmd | $16,966 | -0.4% | 519 | 0.0% | 0.00% | 0.0% | |
| UL | Unilever PLCspon adr new | $23,539 | +3.5% | 469 | 0.0% | 0.00% | 0.0% | |
| SUSC | iShares ETFs/USAesg awre usd etf | $20,530 | -1.2% | 893 | 0.0% | 0.00% | 0.0% | |
| MRVL | Marvell Technology Inc | $16,657 | +17.5% | 235 | 0.0% | 0.00% | 0.0% | |
| SHM | Sell | State Street ETF/USAnuveen blmbrg sh | $21,158 | -10.9% | 446 | -10.3% | 0.00% | -33.3% |
| HYG | Sell | ISHARES TRUSTiboxx hi yd etf | $18,578 | -91.2% | 239 | -91.3% | 0.00% | -91.3% |
| MIDD | Middleby Corp/The | $16,079 | +9.3% | 100 | 0.0% | 0.00% | 0.0% | |
| USB | US Bancorp | $21,769 | +3.3% | 487 | 0.0% | 0.00% | 0.0% | |
| WAT | Waters Corp | $24,096 | +4.6% | 70 | 0.0% | 0.00% | -33.3% | |
| F | Sell | FORD MOTOR CO | $23,147 | -2.3% | 1,743 | -10.3% | 0.00% | -33.3% |
| IEO | Buy | iShares ETFs/USAus oil gs ex etf | $19,362 | +16.7% | 181 | +1.7% | 0.00% | 0.0% |
| HES | Sell | Hess Corp | $22,438 | -9.5% | 147 | -14.5% | 0.00% | -33.3% |
| HBI | Sell | HANESBRANDS INC | $20,416 | +3.6% | 3,520 | -20.3% | 0.00% | 0.0% |
| SCHC | New | Charles Schwab Investment Management Incintl sceqt etf | $17,256 | – | 482 | +100.0% | 0.00% | – |
| APD | Sell | Air Products and Chemicals Inc | $23,985 | -80.5% | 99 | -78.0% | 0.00% | -84.6% |
| EMLP | First Trust ETFs/USAno amer energy | $14,765 | +6.6% | 500 | 0.0% | 0.00% | 0.0% | |
| DGRW | Buy | WisdomTree Asset Management Incus qtly div grt | $21,257 | +68.0% | 279 | +55.0% | 0.00% | +100.0% |
| CCJ | CAMECO CORP | $18,844 | +0.5% | 435 | 0.0% | 0.00% | 0.0% | |
| Sell | Warner Bros Discovery Inc | $14,614 | -23.4% | 1,674 | -0.1% | 0.00% | -50.0% | |
| MCHP | Sell | Microchip Technology Inc | $5,203 | -15.2% | 58 | -14.7% | 0.00% | 0.0% |
| MAR | Marriott International Inc/MDcl a | $11,354 | +11.9% | 45 | 0.0% | 0.00% | 0.0% | |
| MSI | MOTOROLA INC | $8,875 | +13.4% | 25 | 0.0% | 0.00% | 0.0% | |
| NOV | NOV Inc | $8,784 | -3.7% | 450 | 0.0% | 0.00% | 0.0% | |
| MGEE | MGE Energy Inc | $10,627 | +8.9% | 135 | 0.0% | 0.00% | 0.0% | |
| OXY | Occidental Petroleum Corp | $7,734 | +8.9% | 119 | 0.0% | 0.00% | 0.0% | |
| OMC | Sell | OMNICOM GROUP INC | $6,773 | -74.3% | 70 | -77.0% | 0.00% | -66.7% |
| IQLT | New | iShares ETFs/USAmsci intl qualty | $7,218 | – | 182 | +100.0% | 0.00% | – |
| EFAV | ISHARES TRmsci eafe min vl | $7,017 | +2.2% | 99 | 0.0% | 0.00% | 0.0% | |
| PLTR | Buy | Palantir Technologies Inccl a | $8,169 | +86.6% | 355 | +39.2% | 0.00% | – |
| PH | PARKER-HANNIFIN | $7,225 | +20.6% | 13 | 0.0% | 0.00% | 0.0% | |
| EMB | New | iShares ETFs/USAjpmorgan usd emg | $9,051 | – | 101 | +100.0% | 0.00% | – |
| IGOV | iShares ETFs/USAintl trea bd etf | $5,945 | -4.1% | 150 | 0.0% | 0.00% | 0.0% | |
| IUSG | New | BlackRock Fund Advisorscore s&p us gwt | $8,205 | – | 70 | +100.0% | 0.00% | – |
| IWB | iShares ETFs/USArus 1000 etf | $10,945 | +9.8% | 38 | 0.0% | 0.00% | 0.0% | |
| PWR | Quanta Services Inc | $14,289 | +20.4% | 55 | 0.0% | 0.00% | 0.0% | |
| TLT | iShares ETFs/USA20 yr tr bd etf | $8,610 | -4.3% | 91 | 0.0% | 0.00% | 0.0% | |
| PSK | State Street ETF/USAice pfd sec etf | $12,553 | +4.0% | 360 | 0.0% | 0.00% | 0.0% | |
| SPYG | SSgA Funds Management Incprtflo s&p500 gw | $7,388 | +12.4% | 101 | 0.0% | 0.00% | 0.0% | |
| XME | SSGA Funds Managements&p metals mng | $6,028 | +0.8% | 100 | 0.0% | 0.00% | 0.0% | |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $13,433 | -0.3% | 327 | -2.4% | 0.00% | 0.0% |
| IQV | IQVIA Holdings Inc | $10,116 | +9.3% | 40 | 0.0% | 0.00% | 0.0% | |
| SCHB | Charles Schwab Investment Management Incus brd mkt etf | $10,379 | +9.7% | 170 | 0.0% | 0.00% | 0.0% | |
| IPG | New | Interpublic Group of Cos Inc/T | $5,710 | – | 175 | +100.0% | 0.00% | – |
| IP | International Paper Co | $11,706 | +7.9% | 300 | 0.0% | 0.00% | 0.0% | |
| HAL | HALLIBURTON | $8,830 | +9.0% | 224 | 0.0% | 0.00% | 0.0% | |
| HCA | HCA Healthcare Inc | $13,341 | +23.2% | 40 | 0.0% | 0.00% | 0.0% | |
| GWW | WW Grainger Inc | $7,121 | +22.8% | 7 | 0.0% | 0.00% | 0.0% | |
| LIT | Buy | Global X ETFs/USAlithium btry etf | $5,425 | -10.4% | 120 | +0.8% | 0.00% | 0.0% |
| GPN | Sell | Global Payments Inc | $5,881 | -33.8% | 44 | -37.1% | 0.00% | 0.0% |
| FELE | Franklin Electric Co Inc | $5,234 | +10.5% | 49 | 0.0% | 0.00% | 0.0% | |
| SHOP | SHOPIFY INCcl a | $11,730 | -0.9% | 152 | 0.0% | 0.00% | 0.0% | |
| SKX | Skechers USA Inccl a | $5,820 | -1.7% | 95 | 0.0% | 0.00% | 0.0% | |
| SJM | Sell | SMUCKER(JM)CO | $13,090 | -82.9% | 104 | -82.8% | 0.00% | -87.5% |
| EXC | EXELON CORP | $7,514 | +4.7% | 200 | 0.0% | 0.00% | 0.0% | |
| TELL | Buy | Tellurian Inc | $8,936 | -5.5% | 13,511 | +8.0% | 0.00% | 0.0% |
| ESS | Essex Property Trust Inc | $10,282 | -1.3% | 42 | 0.0% | 0.00% | 0.0% | |
| EPD | Enterprise Products Partners L | $5,603 | +10.8% | 192 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC | $6,439 | +21.0% | 122 | 0.0% | 0.00% | 0.0% | |
| TRMB | Trimble Inc | $12,872 | +21.0% | 200 | 0.0% | 0.00% | 0.0% | |
| TFC | Truist Financial Corp | $12,318 | +5.6% | 316 | 0.0% | 0.00% | 0.0% | |
| DFS | DISCOVER FINL SVCS | $7,472 | +16.6% | 57 | 0.0% | 0.00% | 0.0% | |
| ULTA | Ulta Beauty Inc | $6,797 | +6.7% | 13 | 0.0% | 0.00% | 0.0% | |
| DLR | Digital Realty Trust Inc | $11,955 | +7.0% | 83 | 0.0% | 0.00% | 0.0% | |
| XRAY | DENTSPLY SIRONA | $8,563 | -6.7% | 258 | 0.0% | 0.00% | 0.0% | |
| DRI | Darden Restaurants Inc | $10,029 | +1.7% | 60 | 0.0% | 0.00% | 0.0% | |
| CTAS | New | CINTAS CORP | $10,305 | – | 15 | +100.0% | 0.00% | – |
| VCIT | VANGUARD ETF/USAint-term corp | $7,407 | -0.9% | 92 | 0.0% | 0.00% | 0.0% | |
| VIAC | Sell | National Amusements Inc | $9,545 | -82.7% | 811 | -78.3% | 0.00% | -83.3% |
| VTRS | Buy | VIATRIS INC | $7,212 | +18.9% | 604 | +7.9% | 0.00% | 0.0% |
| CI | Cigna Group/The | $9,080 | +21.3% | 25 | 0.0% | 0.00% | 0.0% | |
| BSX | New | Boston Scientific Corp | $10,274 | – | 150 | +100.0% | 0.00% | – |
| WBA | Sell | Walgreens Boots Alliance Inc | $11,149 | -47.7% | 514 | -37.1% | 0.00% | -50.0% |
| BIIB | Biogen Inc | $6,038 | -16.7% | 28 | 0.0% | 0.00% | 0.0% | |
| WHR | Whirlpool Corp | $11,365 | -1.8% | 95 | 0.0% | 0.00% | 0.0% | |
| WMB | Williams Cos Inc/The | $7,209 | +11.9% | 185 | 0.0% | 0.00% | 0.0% | |
| DLS | WISDOMTREE ETFS/USAintl smcap div | $8,477 | +2.1% | 130 | 0.0% | 0.00% | 0.0% | |
| XEL | New | Xcel Energy Inc | $13,438 | – | 250 | +100.0% | 0.00% | – |
| APH | Sell | Amphenol Corpcl a | $6,690 | -0.8% | 58 | -14.7% | 0.00% | 0.0% |
| LNT | Alliant Energy Corp | $9,727 | -1.8% | 193 | 0.0% | 0.00% | 0.0% | |
| BABA | Sell | Alibaba Group Holding Ltdsponsored ads | $13,314 | -26.6% | 184 | -21.4% | 0.00% | -50.0% |
| ADX | ADAMS EXPRESS COMPANY | $13,274 | +10.2% | 680 | 0.0% | 0.00% | 0.0% | |
| LUV | SOUTHWEST AIRLINES | $2,919 | +1.1% | 100 | 0.0% | 0.00% | – | |
| ZTS | Exit | Pfizer Inccl a | $0 | – | -9 | -100.0% | 0.00% | – |
| Exit | Orion Office REIT Inc | $0 | – | -35 | -100.0% | 0.00% | – | |
| CC | Chemours Co/The | $919 | -16.8% | 35 | 0.0% | 0.00% | – | |
| GTLS | Chart Industries Inc | $329 | +20.5% | 2 | 0.0% | 0.00% | – | |
| VGSH | VANGUARD GROUP INC/THEshort term treas | $3,020 | -0.4% | 52 | 0.0% | 0.00% | – | |
| CPRX | Catalyst Pharmaceuticals Inc | $1,594 | -5.2% | 100 | 0.0% | 0.00% | – | |
| CCL | CARNIVAL CORPunit 99/99/9999 | $1,634 | -11.9% | 100 | 0.0% | 0.00% | – | |
| CNDT | Conduent Inc | $216 | -7.7% | 64 | 0.0% | 0.00% | – | |
| VSS | Sell | Vanguard Group Inc/Theftse smcap etf | $2,337 | -3.3% | 20 | -4.8% | 0.00% | – |
| CCI | Crown Castle Inc | $2,646 | -8.1% | 25 | 0.0% | 0.00% | – | |
| BSV | VANGUARD GROUPshort trm bond | $3,067 | -0.5% | 40 | 0.0% | 0.00% | – | |
| Embecta Corp | $903 | -29.8% | 68 | 0.0% | 0.00% | – | ||
| TDOC | Teladoc Health Inc | $604 | -29.9% | 40 | 0.0% | 0.00% | – | |
| TRP | TC Energy Corp | $1,407 | +2.9% | 35 | 0.0% | 0.00% | – | |
| TAK | Takeda Pharmaceutical Co Ltdsponsored ads | $2,584 | -2.6% | 186 | 0.0% | 0.00% | – | |
| VICR | Vicor Corp | $1,912 | -14.9% | 50 | 0.0% | 0.00% | – | |
| SPCE | Sell | Virgin Galactic Holdings Inc | $1,003 | -55.9% | 678 | -26.9% | 0.00% | – |
| DFAE | Exit | Dimensional ETF Trustemgr cre eqt mng | $0 | – | -7 | -100.0% | 0.00% | – |
| BHF | BRIGHTHOUSE FINANCIAL INC. | $1,752 | -2.6% | 34 | 0.0% | 0.00% | – | |
| VOD | Vodafone Group PLCsponsored adr | $3,266 | +2.3% | 367 | 0.0% | 0.00% | – | |
| VNT | Sell | Vontier Corp | $1,542 | -65.7% | 34 | -73.8% | 0.00% | – |
| BCLI | BrainStorm Cell Therapeutics I | $2,259 | +106.9% | 4,000 | 0.0% | 0.00% | – | |
| Haleon PLCspon ads | $102 | +3.0% | 12 | 0.0% | 0.00% | – | ||
| MEOH | Methanex Corp | $134 | -5.6% | 3 | 0.0% | 0.00% | – | |
| Indaptus Therapeutics Inc | $896 | +27.3% | 400 | 0.0% | 0.00% | – | ||
| SPHQ | New | Invesco ETFs/USAs&p500 quality | $1,813 | – | 30 | +100.0% | 0.00% | – |
| SPLV | Invesco ETFs/USAs&p500 low vol | $3,820 | +5.1% | 58 | 0.0% | 0.00% | – | |
| WDC | WESTN DIGITAL CORP | $1,570 | +30.3% | 23 | 0.0% | 0.00% | – | |
| EWC | iShares ETFs/USAmsci cda etf | $1,952 | +4.3% | 51 | 0.0% | 0.00% | – | |
| Rivian Automotive Inc | $1,862 | -53.3% | 170 | 0.0% | 0.00% | – | ||
| CHTR | Exit | Charter Communications Inccl a | $0 | – | -3 | -100.0% | 0.00% | – |
| IWF | ISHARES/USArus 1000 grw etf | $337 | +11.2% | 1 | 0.0% | 0.00% | – | |
| DGX | Quest Diagnostics Inc | $2,662 | -3.5% | 20 | 0.0% | 0.00% | – | |
| EFV | ISHARESeafe value etf | $870 | +4.3% | 16 | 0.0% | 0.00% | – | |
| WOPEY | Woodside Energy Group Ltdsponsored adr | $3,515 | -5.3% | 176 | 0.0% | 0.00% | – | |
| AVNS | Avanos Medical Inc | $617 | -11.2% | 31 | 0.0% | 0.00% | – | |
| AVY | Exit | AVERY DENNISON CORP | $0 | – | -6 | -100.0% | 0.00% | – |
| PPG | PPG Industries Inc | $3,188 | -3.1% | 22 | 0.0% | 0.00% | – | |
| XRX | Xerox Holdings Corp | $1,432 | -2.3% | 80 | 0.0% | 0.00% | – | |
| YUM | YUM BRANDS INC | $416 | +6.1% | 3 | 0.0% | 0.00% | – | |
| YUMC | Yum China Holdings Inc | $119 | -6.3% | 3 | 0.0% | 0.00% | – | |
| DGRO | New | iShares ETFs/USAcore div grwth | $1,452 | – | 25 | +100.0% | 0.00% | – |
| OGN | Sell | Organon & Co | $1,993 | -24.9% | 106 | -42.4% | 0.00% | – |
| AVXL | Anavex Life Sciences Corp | $764 | -45.3% | 150 | 0.0% | 0.00% | – | |
| OKTA | Sell | Okta Inccl a | $1,465 | -92.0% | 14 | -93.1% | 0.00% | -100.0% |
| OXYWS | OCCIDENTAL PETROLEUM CORP*w exp 08/03/202 | $1,854 | +13.9% | 43 | 0.0% | 0.00% | – | |
| DNOW | DNOW Inc | $1,702 | +34.2% | 112 | 0.0% | 0.00% | – | |
| KWEB | KraneShares ETFs/USAcsi chi internet | $2,625 | -2.8% | 100 | 0.0% | 0.00% | – | |
| VLY | Exit | Valley National Bancorp | $0 | – | -200 | -100.0% | 0.00% | – |
| MSCI | Exit | MSCI Inc | $0 | – | -2 | -100.0% | 0.00% | – |
| Kyndryl Holdings Inc | $1,915 | +4.7% | 88 | 0.0% | 0.00% | – | ||
| NEP | NextEra Energy Equity Partners | $4,392 | -1.1% | 146 | 0.0% | 0.00% | – | |
| New | NET Lease Office Propertiesnone | $3,189 | – | 134 | +100.0% | 0.00% | – | |
| Markforged Holding Corp | $1,522 | +2.0% | 1,820 | 0.0% | 0.00% | – | ||
| SSYS | Stratasys Ltd | $23 | -20.7% | 2 | 0.0% | 0.00% | – | |
| ARKK | ARK Investment Management LLCinnovation etf | $3,756 | -4.4% | 75 | 0.0% | 0.00% | – | |
| MMC | Exit | MARSH & MCLENNAN | $0 | – | -4 | -100.0% | 0.00% | – |
| LW | Exit | Lamb Weston Holdings Inc | $0 | – | -5 | -100.0% | 0.00% | – |
| NRG | Exit | NRG Energy Inc | $0 | – | -14 | -100.0% | 0.00% | – |
| FISV | Exit | FISERV INC | $0 | – | -10 | -100.0% | 0.00% | – |
| BBY | Exit | BEST BUY CO INC | $0 | – | -7 | -100.0% | 0.00% | – |
| OC | Exit | Owens Corning | $0 | – | -40 | -100.0% | -0.00% | – |
| FCX | Exit | FREEPORT-MCMOR C&Gcl b | $0 | – | -250 | -100.0% | -0.00% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -17 | -100.0% | -0.00% | – |
| CWB | Exit | SPDR SERIES TRUSTbbg conv sec etf | $0 | – | -153 | -100.0% | -0.00% | – |
| ACWV | Exit | BlackRock Fund Advisorsmsci gbl min vol | $0 | – | -64 | -100.0% | -0.00% | – |
| GRMN | Exit | Garmin Ltd | $0 | – | -110 | -100.0% | -0.00% | – |
| XBI | Exit | SSgA Funds Management Incs&p biotech | $0 | – | -200 | -100.0% | -0.00% | – |
| AEE | Exit | AMEREN CORP | $0 | – | -350 | -100.0% | -0.00% | – |
| WEC | Exit | WEC Energy Group Inc | $0 | – | -356 | -100.0% | -0.00% | – |
| PFF | Exit | BlackRock Fund Advisorspfd and incm sec | $0 | – | -1,155 | -100.0% | -0.00% | – |
| FNDC | Exit | Charles Schwab Investment Management Incschwb fdt int sc | $0 | – | -1,100 | -100.0% | -0.00% | – |
| DOV | Exit | Dover Corp | $0 | – | -300 | -100.0% | -0.01% | – |
| FNDF | Exit | Charles Schwab Investment Management Incschwb fdt int lg | $0 | – | -2,110 | -100.0% | -0.01% | – |
| TTE | Exit | TotalEnergies SEsponsored ads | $0 | – | -1,200 | -100.0% | -0.01% | – |
| GBF | Exit | BlackRock Fund Advisorsgov/cred bd etf | $0 | – | -2,889 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-04-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF | 45 | Q2 2024 | 16.6% |
| iShares ETFs/USA | 45 | Q2 2024 | 7.6% |
| Voya Investments LLC | 45 | Q2 2024 | 7.1% |
| ISHARES INTERMEDIATE TERM CORP | 45 | Q2 2024 | 8.9% |
| SCHWAB STRATEGIC TR | 45 | Q2 2024 | 8.1% |
| ISHARES SHORT-TERM CORPORATE B | 45 | Q2 2024 | 9.5% |
| ISHARES CORE MSCI EAFE ETF | 45 | Q2 2024 | 7.7% |
| ISHARES INTERMEDIATE GOV/CR ET | 45 | Q2 2024 | 6.8% |
| VANGUARD FTSE EMERGING MARKETS | 45 | Q2 2024 | 3.0% |
| VANGUARD REIT ETF | 45 | Q2 2024 | 4.4% |
View Bangor Savings Bank's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-08-15 |
View Bangor Savings Bank'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.