GB

Grove Bank & Trust

13F
Grove Bank & Trust
Last update 2025-07-11 852 Stocks (74 new)
Value $802.00 Mil Turnover 7 %
Countries:
Top Holdings: VOO(8.53%)IJH(6.04%)AAPL(4.20%)IJR(3.79%)IEFA(3.22%)
Summary Stock Picks Current Portfolio
Grove Bank & Trust Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
120,345
68,359.6
-26.26%
8.530
-2.94%
0.010
+18.40%
+8.51%
661,317.8
 
IJH
iShares Core S&P Mid-Cap ETF
780,507
48,407.0
+2.74%
6.040
+0.16%
0.050
+15.85%
+3.76%
98,517.8
 
AAPL
Apple Inc
164,251
33,699.4
-4.84%
4.200
-0.25%
0.000
+4.48%
-14.54%
3,188,643.5
Hardware
IJR
iShares Core S&P Small-Cap ETF
278,355
30,421.4
-10.44%
3.790
-0.45%
0.040
+16.67%
-0.58%
82,921.1
 
IEFA
iShares Core MSCI EAFE ETF
309,195
25,811.6
+55.29%
3.220
+1.15%
0.020
+12.93%
+23.41%
146,983.5
 
IVV
iShares Core S&P 500 ETF
39,767
24,691.3
+2.64%
3.080
+0.08%
0.000
+18.42%
+8.53%
639,785.7
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
352,897
21,184.4
+7.95%
2.640
+0.19%
0.020
+17.61%
+19.98%
100,523.5
 
MSFT
Microsoft Corp
37,617
18,711.1
-1.56%
2.330
-0.03%
0.000
+34.83%
+20.00%
3,744,961.6
Software
NVDA
NVIDIA Corp
95,960
15,160.7
+2.05%
1.890
+0.04%
0.000
+64.55%
+25.86%
4,121,375.2
Semiconductors
AMZN
Amazon.com Inc
68,209
14,964.4
-10.43%
1.870
-0.20%
0.000
+26.27%
+3.94%
2,420,953.0
Retail - Cyclical

Grove Bank & Trust's Historical Top Holdings Breakdowns

Grove Bank & Trust's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO
Vanguard S&P 500 ETF
2025-06-30
Reduce
Reduce
-2.94%
●
456.74 ($525.37) 568.03
$580.77
10.55%
Reduce -26.26%
120,345
-42,863
IEFA
iShares Core MSCI EAFE ETF
2025-06-30
Add
Add
+1.15%
●
67.83 ($79.31) 84.09
$85.20
7.43%
Add 55.29%
309,195
110,090
IAU
iShares Gold Trust
2025-06-30
Add
Add
+0.93%
●
56.1 ($61.92) 64.74
$63.84
3.10%
Add 917.92%
133,052
119,981
GLD
SPDR Gold Shares ETF
2025-06-30
Add
Add
+0.86%
●
273.71 ($302.58) 316.29
$311.97
3.10%
Add 38924.14%
22,634
22,576
VEA
Vanguard FTSE Developed Markets ETF
2025-06-30
Add
Add
+0.59%
●
45.65 ($53.52) 57.01
$58.31
8.95%
Add 120.62%
152,214
83,220
IJR
iShares Core S&P Small-Cap ETF
2025-06-30
Reduce
Reduce
-0.45%
●
90.56 ($103.39) 109.49
$113.79
10.06%
Reduce -10.44%
278,355
-32,457
VNQ
Vanguard Real Estate Index Fund ETF
2025-06-30
Add
Add
+0.40%
●
79.79 ($88.23) 91.42
$91.87
4.13%
Add 40.11%
123,937
35,479
SCHH
Schwab U.S. REIT ETF
2025-06-30
Add
Add
+0.39%
●
18.94 ($20.96) 21.67
$21.71
3.58%
Add 85.11%
320,589
147,399
VTV
Vanguard Value ETF
2025-06-30
Reduce
Reduce
-0.34%
●
153.67 ($168.97) 176.74
$180.14
6.61%
Reduce -22.23%
52,277
-14,942
XLE
The Energy Select Sector SPDR Fund
2025-06-30
Reduce
Reduce
-0.26%
●
76.44 ($83.45) 94.13
$86.44
3.58%
Reduce -74.28%
7,272
-20,999

Grove Bank & Trust Total Holding History ($B)

To

Grove Bank & Trust's Asset Allocation

To

Grove Bank & Trust Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Grove Bank & Trust's Hypothetical Growth since 2025-06-30

Grove Bank & Trust's Yearly Returns

Year Portfolio % % Excess Gain %

Grove Bank & Trust's Holdings Heat Map

Size field:

Grove Bank & Trust's Holdings Bubble Chart

Grove Bank & Trust News

  • 1

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