302 is the total number of securities UNION SAVINGS BANK has owned. The longest UNION SAVINGS BANK has owned a single stock is 2 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BRKA | BERKSHIRE HATHAWAY INC... | 2 | 2 | 10.23% | 10.42% | 10.60% | Q2 2023 | Q3 2023 | 2 |
IJH | ISHARES CORE S&P MID-C... | 2 | 2 | 5.56% | 5.70% | 5.83% | Q2 2023 | Q3 2023 | 2 |
SPY | SPDR S&P 500 ETF TRUST | 2 | 2 | 5.45% | 5.53% | 5.62% | Q2 2023 | Q3 2023 | 2 |
VYM | VANGUARD HIGH DIVIDEND... | 2 | 2 | 4.90% | 4.93% | 4.97% | Q2 2023 | Q3 2023 | 2 |
MSFT | MICROSOFT CORP | 2 | 2 | 3.62% | 3.63% | 3.63% | Q2 2023 | Q3 2023 | 2 |
AAPL | APPLE INCORPORATED | 2 | 2 | 2.67% | 2.78% | 2.89% | Q2 2023 | Q3 2023 | 2 |
IWM | ISHARES RUSSELL 2000 I... | 2 | 2 | 2.51% | 2.61% | 2.70% | Q2 2023 | Q3 2023 | 2 |
MDY | SPDR S&P MIDCAP 400 ET... | 2 | 2 | 2.02% | 2.06% | 2.11% | Q2 2023 | Q3 2023 | 2 |
IJR | ISHARES CORE S&P SMALL... | 2 | 2 | 1.87% | 1.94% | 2.01% | Q2 2023 | Q3 2023 | 2 |
IDXX | IDEXX LABORATORIES INC | 2 | 2 | 1.21% | 1.34% | 1.47% | Q2 2023 | Q3 2023 | 2 |
SDY | SPDR S&P DIVIDEND ETF | 2 | 2 | 1.28% | 1.32% | 1.36% | Q2 2023 | Q3 2023 | 2 |
GOOGL | ALPHABET INC | 2 | 2 | 1.22% | 1.28% | 1.34% | Q2 2023 | Q3 2023 | 2 |
PG | PROCTER & GAMBLE CO ... | 2 | 2 | 1.24% | 1.24% | 1.24% | Q2 2023 | Q3 2023 | 2 |
XOM | EXXON MOBIL CORP ... | 2 | 2 | 1.14% | 1.23% | 1.31% | Q2 2023 | Q3 2023 | 2 |
JPM | J P MORGAN CHASE & CO | 2 | 2 | 1.22% | 1.22% | 1.23% | Q2 2023 | Q3 2023 | 2 |
DVY | ISHARES SELECT DIVIDEN... | 2 | 2 | 1.16% | 1.21% | 1.26% | Q2 2023 | Q3 2023 | 2 |
PEP | PEPSICO, INC ... | 2 | 2 | 1.03% | 1.04% | 1.05% | Q2 2023 | Q3 2023 | 2 |
ADP | AUTOMATIC DATA PROCESS... | 2 | 2 | 0.95% | 0.98% | 1.00% | Q2 2023 | Q3 2023 | 2 |
ACN | ACCENTURE PLC | 2 | 2 | 0.97% | 0.98% | 0.98% | Q2 2023 | Q3 2023 | 2 |
COST | COSTCO WHOLESALE CORPO... | 2 | 2 | 0.91% | 0.96% | 1.01% | Q2 2023 | Q3 2023 | 2 |
MA | MASTERCARD INC | 2 | 2 | 0.92% | 0.94% | 0.96% | Q2 2023 | Q3 2023 | 2 |
FLOT | ISHARES TRUST FLOATING... | 2 | 2 | 0.91% | 0.93% | 0.95% | Q2 2023 | Q3 2023 | 2 |
TDTT | FLEXSHARES 3 YEAR DURA... | 2 | 2 | 0.90% | 0.92% | 0.95% | Q2 2023 | Q3 2023 | 2 |
LLY | ELI LILLY & CO ... | 2 | 2 | 0.78% | 0.87% | 0.96% | Q2 2023 | Q3 2023 | 2 |
DHR | DANAHER CORP | 2 | 2 | 0.84% | 0.87% | 0.89% | Q2 2023 | Q3 2023 | 2 |
MCD | MCDONALDS CORP ... | 2 | 2 | 0.86% | 0.86% | 0.86% | Q2 2023 | Q3 2023 | 2 |
JNJ | JOHNSON & JOHNSON ... | 2 | 2 | 0.83% | 0.84% | 0.85% | Q2 2023 | Q3 2023 | 2 |
VIG | ETF VANGUARD DIVIDEND ... | 2 | 2 | 0.81% | 0.82% | 0.83% | Q2 2023 | Q3 2023 | 2 |
HD | THE HOME DEPOT, INC | 2 | 2 | 0.78% | 0.80% | 0.83% | Q2 2023 | Q3 2023 | 2 |
CVX | CHEVRON CORPORATION ... | 2 | 2 | 0.74% | 0.79% | 0.84% | Q2 2023 | Q3 2023 | 2 |
TJX | TJX COS INC | 2 | 2 | 0.70% | 0.73% | 0.76% | Q2 2023 | Q3 2023 | 2 |
VGT | VANGUARD INFORMATION ... | 2 | 2 | 0.70% | 0.72% | 0.74% | Q2 2023 | Q3 2023 | 2 |
ORCL | ORACLE CORPORATION ... | 2 | 2 | 0.65% | 0.67% | 0.69% | Q2 2023 | Q3 2023 | 2 |
SYK | STRYKER CORP | 2 | 2 | 0.67% | 0.67% | 0.67% | Q2 2023 | Q3 2023 | 2 |
ZTS | ZOETIS INC | 2 | 2 | 0.65% | 0.66% | 0.66% | Q2 2023 | Q3 2023 | 2 |
MCHP | MICROCHIP TECHNOLOGY INC | 2 | 2 | 0.62% | 0.65% | 0.68% | Q2 2023 | Q3 2023 | 2 |
BX | BLACKSTONE GROUP INC | 2 | 2 | 0.62% | 0.64% | 0.66% | Q2 2023 | Q3 2023 | 2 |
ABT | ABBOTT LABS ... | 2 | 2 | 0.61% | 0.62% | 0.64% | Q2 2023 | Q3 2023 | 2 |
NSC | NORFOLK SOUTHN CORP ... | 2 | 2 | 0.57% | 0.61% | 0.65% | Q2 2023 | Q3 2023 | 2 |
AGG | ISHARES CORE TOTAL U S... | 2 | 2 | 0.60% | 0.60% | 0.60% | Q2 2023 | Q3 2023 | 2 |
CVS | CVS HEALTH CORP ... | 2 | 2 | 0.59% | 0.60% | 0.60% | Q2 2023 | Q3 2023 | 2 |
LMT | LOCKHEED MARTIN CORP | 2 | 2 | 0.57% | 0.58% | 0.59% | Q2 2023 | Q3 2023 | 2 |
CMCSA | COMCAST CORP NEW CL A | 2 | 2 | 0.57% | 0.58% | 0.58% | Q2 2023 | Q3 2023 | 2 |
AMT | AMERICAN TOWER REIT | 2 | 2 | 0.53% | 0.57% | 0.61% | Q2 2023 | Q3 2023 | 2 |
VTI | VANGUARD TOTAL STOCK M... | 2 | 2 | 0.56% | 0.57% | 0.58% | Q2 2023 | Q3 2023 | 2 |
TGT | TARGET CORP ... | 2 | 2 | 0.52% | 0.56% | 0.61% | Q2 2023 | Q3 2023 | 2 |
TRV | TRAVELERS COMPANIES INC | 2 | 2 | 0.56% | 0.56% | 0.57% | Q2 2023 | Q3 2023 | 2 |
IVW | ISHARES S&P GROWTH IND... | 2 | 2 | 0.55% | 0.56% | 0.57% | Q2 2023 | Q3 2023 | 2 |
ES | EVERSOURCE ENERGY | 2 | 2 | 0.50% | 0.55% | 0.60% | Q2 2023 | Q3 2023 | 2 |
AMZN | AMAZON.COM INC | 2 | 2 | 0.50% | 0.53% | 0.57% | Q2 2023 | Q3 2023 | 2 |
ABBV | ABBVIE INC | 2 | 2 | 0.47% | 0.50% | 0.52% | Q2 2023 | Q3 2023 | 2 |
BAC | BANK OF AMERICA CORP ... | 2 | 2 | 0.47% | 0.50% | 0.52% | Q2 2023 | Q3 2023 | 2 |
XLF | FINANCIAL SELECT SECTO... | 2 | 2 | 0.49% | 0.49% | 0.50% | Q2 2023 | Q3 2023 | 2 |
BMY | BRISTOL MYERS SQUIBB C... | 2 | 2 | 0.47% | 0.47% | 0.48% | Q2 2023 | Q3 2023 | 2 |
AWK | AMERICAN WTR WKS CO IN... | 2 | 2 | 0.44% | 0.47% | 0.50% | Q2 2023 | Q3 2023 | 2 |
HON | HONEYWELL INTL INC ... | 2 | 2 | 0.45% | 0.46% | 0.47% | Q2 2023 | Q3 2023 | 2 |
UNP | UNION PAC CORP ... | 2 | 2 | 0.44% | 0.46% | 0.48% | Q2 2023 | Q3 2023 | 2 |
NVO | NOVO NORDISK AS ADR | 2 | 2 | 0.39% | 0.44% | 0.48% | Q2 2023 | Q3 2023 | 2 |
IWF | I SHS RUSSELL 1000 GRO... | 2 | 2 | 0.43% | 0.44% | 0.44% | Q2 2023 | Q3 2023 | 2 |
VEU | VANGUARD FTSE ALL WORL... | 2 | 2 | 0.42% | 0.43% | 0.44% | Q2 2023 | Q3 2023 | 2 |
MUB | ISHARES S&P NATL MUNI ... | 2 | 2 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q3 2023 | 2 |
AMAT | APPLIED MATERIALS ... | 2 | 2 | 0.36% | 0.37% | 0.38% | Q2 2023 | Q3 2023 | 2 |
PFE | PFIZER INC ... | 2 | 2 | 0.36% | 0.37% | 0.37% | Q2 2023 | Q3 2023 | 2 |
LOW | LOWES COMPANIES INC ... | 2 | 2 | 0.35% | 0.37% | 0.38% | Q2 2023 | Q3 2023 | 2 |
ENB | ENBRIDGE INC ... | 2 | 2 | 0.35% | 0.36% | 0.37% | Q2 2023 | Q3 2023 | 2 |
MRK | MERCK & CO INC NEW | 2 | 2 | 0.34% | 0.36% | 0.38% | Q2 2023 | Q3 2023 | 2 |
AXP | AMERICAN EXPRESS CO ... | 2 | 2 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q3 2023 | 2 |
KMB | KIMBERLY CLARK CORP ... | 2 | 2 | 0.35% | 0.35% | 0.36% | Q2 2023 | Q3 2023 | 2 |
IGSB | ISHARES SHORT-TERM COR... | 2 | 2 | 0.34% | 0.35% | 0.35% | Q2 2023 | Q3 2023 | 2 |
CSCO | CISCO SYSTEMS INC ... | 2 | 2 | 0.32% | 0.34% | 0.37% | Q2 2023 | Q3 2023 | 2 |
IWV | ISHS RUSSELL 3000 INDEX | 2 | 2 | 0.32% | 0.33% | 0.33% | Q2 2023 | Q3 2023 | 2 |
VDE | VANGUARD ENERGY ETF | 2 | 2 | 0.31% | 0.33% | 0.34% | Q2 2023 | Q3 2023 | 2 |
RTX | RAYTHEON TECHNOLOGIES ... | 2 | 2 | 0.30% | 0.32% | 0.33% | Q2 2023 | Q3 2023 | 2 |
MDLZ | MONDELEZ INTL INC | 2 | 2 | 0.30% | 0.31% | 0.33% | Q2 2023 | Q3 2023 | 2 |
HYG | ISHARES HI YIELD CORPO... | 2 | 2 | 0.30% | 0.31% | 0.32% | Q2 2023 | Q3 2023 | 2 |
TMO | THERMO FISHER SCIENTIF... | 2 | 2 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q3 2023 | 2 |
DIS | WALT DISNEY COMPANY ... | 2 | 2 | 0.28% | 0.30% | 0.31% | Q2 2023 | Q3 2023 | 2 |
ECL | ECOLAB INC | 2 | 2 | 0.29% | 0.29% | 0.30% | Q2 2023 | Q3 2023 | 2 |
SO | SOUTHERN CO ... | 2 | 2 | 0.27% | 0.28% | 0.29% | Q2 2023 | Q3 2023 | 2 |
DOW | DOW INC ... | 2 | 2 | 0.27% | 0.28% | 0.28% | Q2 2023 | Q3 2023 | 2 |
CAT | CATERPILLAR INC ... | 2 | 2 | 0.24% | 0.28% | 0.31% | Q2 2023 | Q3 2023 | 2 |
TSCO | TRACTOR SUPPLY CO. | 2 | 2 | 0.27% | 0.27% | 0.28% | Q2 2023 | Q3 2023 | 2 |
IVE | ISHARES S&P VALUE INDE... | 2 | 2 | 0.26% | 0.27% | 0.27% | Q2 2023 | Q3 2023 | 2 |
NEE | NEXTERA ENERGY INC | 2 | 2 | 0.23% | 0.27% | 0.30% | Q2 2023 | Q3 2023 | 2 |
ICE | INTERCONTINENTAL EXCHANGE | 2 | 2 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q3 2023 | 2 |
ADBE | ADOBE SYSTEMS INC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q3 2023 | 2 |
AMGN | AMGEN INC. | 2 | 2 | 0.23% | 0.26% | 0.28% | Q2 2023 | Q3 2023 | 2 |
IVV | ISHARES CORE S&P 500 ETF | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
NVDA | NVIDIA CORP | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
BRKB | BERKSHIRE HATHAWAY INC... | 2 | 2 | 0.22% | 0.24% | 0.26% | Q2 2023 | Q3 2023 | 2 |
QQQ | INVESCO QQ | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
GOOG | ALPHABET INC | 2 | 2 | 0.22% | 0.23% | 0.23% | Q2 2023 | Q3 2023 | 2 |
XYL | XYLEM INC | 2 | 2 | 0.21% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
KO | COCA COLA COMPANY ... | 2 | 2 | 0.22% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
MGC | VANGUARD W MEGA CAP 30... | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q3 2023 | 2 |
INTU | INTUIT ... | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q3 2023 | 2 |
CASY | CASEYS GEN STORES | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
IWB | I SHS RUSSELL 1000 | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
FB | META PLATFORMS | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
EL | ESTEE LAUDER COMPANIES... | 2 | 2 | 0.17% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
NKE | NIKE INC CL B | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
MMM | 3M COMPANY | 2 | 2 | 0.17% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
BLK | BLACKROCK, INC. | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
XLU | SELECT SECTOR SPDR - ... | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
EMR | EMERSON ELEC CO ... | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
INTC | INTEL CORP ... | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
XLK | TECHNOLOGY SELECT SECT... | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
IGIB | ISHS BARCLAYS INTERMED... | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
LINDE PLC NPV | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 | |
EFA | ISHARES MSCI EAFE INDEX | 2 | 2 | 0.10% | 0.16% | 0.21% | Q2 2023 | Q3 2023 | 2 |
GLD | SPDR GOLD TR GOLD SHS | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
AVGO | BROADCOM INC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
UNH | UNITED HEALTH GROUP INC | 2 | 2 | 0.14% | 0.15% | 0.17% | Q2 2023 | Q3 2023 | 2 |
EEM | ISHARES MSCI EMERGING ... | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
NUE | NUCOR CORP | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
IWS | ISHARES RUSSELL MIDCAP... | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
PLAB | PHOTRONICS INC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
IWN | ISHARES RUSSELL 2000 V... | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
COP | CONOCOPHILLIPS | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
IBM | INTERNAT'L BUSINESS MA... | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
NVS | NOVARTIS A G ADR | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
FISV | FISERV INC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
DUK | DUKE ENERGY CORP NEW | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
IWD | ISHARES RUSSELL 1000 V... | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
SHY | ISHS BARCLAYS 1-3 YR T... | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
APD | AIR PRODUCTS AND CHEMI... | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
ORLY | O'REILLY AUTOMOTIVE INC. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
DE | DEERE & COMPANY | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2023 | Q3 2023 | 2 |
UPS | UNITED PARCEL SERVICE | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
GIS | GENERAL MILLS INC ... | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
SBUX | STARBUCKS CORPORATION | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
WY | WEYERHAEUSER CO | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
VOO | VANGUARD INDEX FUNDS ... | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
IWR | ISHARES RUSSELL MIDCAP... | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
MO | ALTRIA GROUP INC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
PAYC | PAYCOM SOFTWARE INC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
MET | METLIFE INC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
NXPI | NXP SEMICONDUCTORS NV | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
IBB | NASDAQ BIOTECHNOLOGY ... | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
VXF | VANGUARD EXTENDED MARK... | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
VEA | VANGUARD DEVELOPED MAR... | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
V | VISA INC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
CMI | CUMMINS INC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
FDX | FEDEX CORPORATION | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
T | AT&T INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
EOG | EOG RES INC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
CHD | CHURCH & DWIGHT CO.INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
TSLA | TESLA MOTORS INC. ... | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
NOW | SERVICENOW, INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
SPIB | SPDR INTERMEDIATE TERM... | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
AFL | AFLAC INCORPORATED | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
CSX | CSX CORP ... | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
KHC | KRAFT HEINZ CO | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
PFF | ISHARES S&P US PREFERR... | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
ESGE | ISHARES ESG AWARE MSCI... | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
CLX | CLOROX CO CALIF ... | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
PH | PARKER HANNIFIN CORP | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
PM | PHILIP MORRIS INTL INC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
DD | DUPONT DE NEMOURS, INC. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
VOX | VANGUARD COMMUNICATION... | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
VZ | VERIZON COMMUNICATIONS... | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
DIA | SPDR DOW JONES INDL AV... | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
NFLX | NETFLIX INC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
BR | BROADRIDGE FINL SOLUTIONS | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
IWP | ISHARES RUSSELL MIDCAP... | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
BDX | BECTON DICKINSON & CO. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
D | DOMINION RES INC VA NE... | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
WEC | WEC ENERGY GROUP INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
PAYX | PAYCHEX INC ... | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
XLB | SELECT SECTOR SPDR TR ... | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
GLAXO SMITHKLINE PLC A... | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 | |
SHELL PLC NPV ADR | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 | |
TXN | TEXAS INSTRUMENTS, INC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
VUG | VANGUARD GROWTH ETF | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
VNQ | VANGUARD REIT | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
GVI | ETF ISHS INTER GOVT CR BD | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
CB | CHUBB LTD CHF | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
LRCX | LAM RESEARCH CORP ... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
GENERAL ELECTRIC COMPANY | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 | |
ED | CONSOLIDATED EDISON IN... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
SU | SUNCOR ENERGY, INC. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
JCI | JOHNSON CTLS INTL PLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
MTN | VAIL RESORTS INC ... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
QUAL | ISHARES EDGE MSCI US ... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
XLV | SELECT SECTOR SPDR TR ... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
CWB | SPDR BARCLAYS CAP CONV... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
ETN | EATON CORP PLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
IDA | IDACORP INC. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
IWO | ISHARES RUSSELL 2000 G... | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
EQIX | EQUINIX INC ... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
MDT | MEDTRONIC PLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
XLY | SPDR CONSUMER DISCRETI... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
GD | GENERAL DYNAMICS CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
VGIT | VANGUARD INT TERM ETF | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
LQD | ISHARES IBOXX $ INV GR... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
TDG | TRANSDIGM GROUP INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
GS | GOLDMAN SACHS GROUP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
WFC | WELLS FARGO & CO NEW | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
XLI | SELECT SECTOR SPDR TR ... | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
WBS | WEBSTER FINL CORP CONN... | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CARR | CARRIER GLOBAL CORP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
EW | EDWARDS LIFESCIENCES I... | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2023 | Q3 2023 | 2 |
USMV | ISHARES EDGE MSCI MIN ... | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
OMC | OMNICOM GROUP INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
IJJ | ISHS TR S&P MDCP 400 V... | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
K | KELLOGG CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CME | CME GROUP INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
WBA | WALGREENS BOOTS ALLIANCE | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
VOOG | VANGUARD S&P 500 GROWTH | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
ZBH | ZIMMER BIOMET HLDGS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
ADI | ANALOG DEVICES INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MKC | MCCORMICK & CO INC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
VFC | V F CORP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
PYPL | PAYPAL HOLDINGS INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
VO | ETF VANGUARD MID-CAP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MCK | MCKESSON CORP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
USB | U S BANCORP DEL | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
ITW | ILLINOIS TOOL WORKS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BIIB | BIOGEN IDEC INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
C | CITIGROUP INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
HPQ | HP INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
WMT | WAL-MART STORES, INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
WFCPRL | WELLS FARGO PFD L | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PIO | INVESCO EXCHNG TRADED ... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
OTIS | OTIS WORLDWIDE CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
RTH | VANECK VEC RETAIL ETF | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
LHX | L3HARRIS TECHNOLOGIES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
TFC | TRUIST FINL CORP ... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
VB | VANGUARD INDEX FUNDS S... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
GOVT | ISHARES US TREASURY BO... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
VV | VANGUARD LARGE CAP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PRU | PRUDENTIAL FINL INC ... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
GILD | GILEAD SCIENCES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
EBAY | EBAY INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PEG | PUBLIC SVC ENTERPRISE ... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CCI | CROWN CASTLE INTL CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CRM | SALESFORCE INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
LULU | LULULEMON ATHLETICA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CTVA | CORTEVA, INC. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BND | ETF VANGUARD BOND INDEX | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
IHI | ISHARES US MEDICAL DEV... | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
TROW | T ROWE PRICE GROUP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
DRI | DARDEN RESTAURANTS, IN... | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
IEMG | ISHARES INC CORE MSCI ... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ESE | ESCO TECHNOLOGIES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HPE | HEWLETT PACKARD ENT CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
XEL | XCEL ENERGY INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AON | AON PLC NPV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CI | CIGNA CORPORATION | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AEP | AMERICAN ELEC PWR INC ... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MU | MICRON TECHNOLOGY INC ... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GE HEALTHCARE TECHNOLO... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 | |
BA | BOEING COMPANY ... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
XLE | SELECT SECTOR SPDR TR ... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AGR | AVANGRID INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WDAY | WORKDAY, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AEE | AMEREN CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MS | MORGAN STANLEY | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CL | COLGATE PALMOLIVE CO ... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ETR | ENTERGY CORPORATION | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
VBR | VANGUARD SMALL CAP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SLB | SCHLUMBERGER LTD ... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FAST | FASTENAL | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WHR | WHIRLPOOL CORPORATION ... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
XLP | SELECT SECTOR SPDRFUND... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
DTE | DTE ENERGY CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AMD | ADVANCED MICRO DEVICES | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
YUM | YUM BRANDS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SYY | SYSCO CORP ... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
UBS | UBS GROUP AG | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
VCIT | VANGUARD INTERMEDIATE ... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ULTA | ULTA BEAUTY, INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BAX | BAXTER INTL INC ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TIP | ISHARES BARCLAYS TIP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
STT | STATE STREET CORP ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CROX | CROCS, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ALC | ALCON INC CHF | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DLR | DIGITAL REALTY TRUST | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ISRG | INTUITIVE SURGICAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
RIVIAN AUTOMOTIVE, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 | |
IJT | ISHARES TR S&P SMALL-C... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TLRY | TILRAY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UHS | UNIVERSAL HEALTH SERVI... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WARNER BROS. DISCOVERY... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 | |
SPHQ | INVESCO S&P 500 QUALIT... | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
NRT | NORTH EUROPEAN OIL ... | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
MMC | MARSH & MCLENNAN COMPA... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
IYR | ISHARES TR ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
HYS | PIMCO 0-5 YEAR HIGH YI... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
GDX | VANECK GOLD MINERS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
VGSH | VANGUART SHORT-TERM TR... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SHW | SHERWIN-WILLIAMS COMPANY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
GPC | GENUINE PARTS CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JACOBS SOLUTIONS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 | |
MAS | MASCO CORPORATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MAR | MARRIOTT INTERNATIONAL... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COF | CAPITAL ONE FINANCIAL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PODD | INSULET CORPORATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FTV | FORTIV CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FCX | FREEPORT-MCMORAN COPPER | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KENVUE INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
GM | GENERAL MOTORS COMPANY... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Download |
The securities at the top of the list , including BERKSHIRE HATHAWAY INC COM, ISHARES CORE S&P MID-CAP ETF, and SPDR S&P 500 ETF TRUST, are the highest-conviction holdings of UNION SAVINGS BANK.
The conviction is calculated by counting the number of quarters a security has been reported by UNION SAVINGS BANK. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that UNION SAVINGS BANK owns currently or has owned in the past.