UNION SAVINGS BANK
Q4 2024 13F Holdings
- Locationlitchfield, CT
- Num holdings
290
- Value ($000)
$203,375
- Date Filed01/16/2025
- Form type13F-HR
- CIK0001985855
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPHQ INVESCO S&P 500 QUALITY ETF | ETF - LARGE CAP | 46137V241 | $26.01M | 13 % | 388,123 | ||
BRK.A BERKSHIRE HATHAWAY INC COM | COMMON STOCK | 084670108 | $21.79M | 11 % | 32 | ||
SPY SPDR S&P 500 ETF TRUST | ETF - LARGE CAP | 78462F103 | $11.36M | 6 % | 19,389 | ||
IJH ISHARES CORE S&P MID-CAP ETF | ETF - MID CAP | 464287507 | $10.51M | 5 % | 168,665 | ||
MSFT MICROSOFT CORP | COMMON STOCK | 594918104 | $6.94M | 3 % | 16,471 | ||
VYM VANGUARD HIGH DIVIDEND YIELD ETF | ETF - LARGE CAP | 921946406 | $5.59M | 3 % | 43,781 | ||
AAPL APPLE INCORPORATED | COMMON STOCK | 037833100 | $5.58M | 3 % | 22,293 | ||
IWM ISHARES RUSSELL 2000 INDEX | ETF - SMALL CAP | 464287655 | $4.71M | 2 % | 21,301 | ||
MDY SPDR S&P MIDCAP 400 ETF TR | ETF - MID CAP | 78467Y107 | $3.88M | 2 % | 6,811 | ||
IJR ISHARES CORE S&P SMALL-CAP ETF | ETF - SMALL CAP | 464287804 | $3.26M | 2 % | 28,319 |
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