GB

Grove Bank & Trust

13F
Grove Bank & Trust
Last update 2025-04-17 846 Stocks (84 new)
Value $748.00 Mil Turnover 9 %
Countries:
Top Holdings: VOO(11.21%)IJH(5.92%)AAPL(5.12%)IJR(4.34%)IVV(2.91%)
Summary Stock Picks Current Portfolio
Grove Bank & Trust Top Holdings of 2025-03-31 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
163,208
83,874.2
-2.03%
11.210
-0.25%
0.010
-3.45%
+0.46%
614,392.5
 
IJH 		iShares Core S&P Mid-Cap ETF
759,661
44,326.2
+0.73%
5.920
+0.04%
0.050
-4.01%
-1.50%
92,966.4
 
AAPL 		Apple Inc
172,604
38,340.5
-1.92%
5.120
-0.12%
0.000
-11.73%
-14.77%
3,180,285.4
Hardware
IJR 		iShares Core S&P Small-Cap ETF
310,812
32,501.6
+12.12%
4.340
+0.47%
0.040
-7.54%
-5.96%
79,357.0
 
IVV 		iShares Core S&P 500 ETF
38,743
21,769.7
+4.19%
2.910
+0.12%
0.000
-3.41%
+0.53%
586,607.4
 
IEMG 		iShares Core MSCI Emerging Markets ETF
326,897
17,642.6
+19.93%
2.360
+0.39%
0.020
+4.23%
+8.92%
87,640.6
 
IEFA 		iShares Core MSCI EAFE ETF
199,105
15,062.3
+4.94%
2.010
+0.09%
0.010
+5.87%
+14.37%
135,881.7
 
AMZN 		Amazon.com Inc
76,151
14,488.5
+5.66%
1.940
+0.10%
0.000
-8.25%
-3.66%
2,243,978.4
Retail - Cyclical
MSFT 		Microsoft Corp
38,214
14,345.2
+7.99%
1.920
+0.14%
0.000
+9.62%
+6.77%
3,338,252.8
Software
VTEB 		Vanguard Tax-Exempt Bond ETF
283,114
14,048.1
+1.56%
1.880
+0.03%
0.040
-1.45%
-1.17%
35,862.8
 

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
COST 		Costco Wholesale Corp2025-03-31Add
+0.52%
●
890.62 ($974.97) 1076.86
$999.03
2.47%
Add 142.81%
6,937
4,080
VNQ 		Vanguard Real Estate Index Fund ETF2025-03-31Add
+0.48%
●
85.55 ($90.76) 94.34
$88.46
-2.53%
Add 81.54%
88,458
39,731
IJR 		iShares Core S&P Small-Cap ETF2025-03-31Add
+0.47%
●
102.49 ($112.84) 119.96
$108.02
-4.27%
Add 12.12%
310,812
33,590
SCHH 		Schwab U.S. REIT ETF2025-03-31Add
+0.47%
●
20.2 ($21.37) 22.24
$20.99
-1.78%
Add 1360.04%
173,190
161,328
IEMG 		iShares Core MSCI Emerging Markets ETF2025-03-31Add
+0.39%
●
50.83 ($53.83) 55.94
$56.88
5.67%
Add 19.93%
326,897
54,328
AON 		Aon PLC2025-03-31Add
+0.28%
●
348.44 ($383.42) 409.32
$355.07
-7.39%
Add 3140.72%
5,412
5,245
IRT 		Independence Realty Trust Inc2025-03-31Reduce
-0.28%
●
18.23 ($20.14) 21.8
$18.92
-6.06%
Reduce -26.26%
283,843
-101,057
SPY 		SPDR S&P 500 ETF Trust2025-03-31Add
+0.25%
●
551.42 ($587.78) 612.93
$586.84
-0.16%
Add 17.08%
22,763
3,320
VOO 		Vanguard S&P 500 ETF2025-03-31Reduce
-0.25%
●
507.05 ($540.58) 563.67
$539.44
-0.21%
Reduce -2.03%
163,208
-3,385
VTI 		Vanguard Total Stock Market ETF2025-03-31Add
+0.23%
●
271.18 ($290.53) 303.12
$289.22
-0.45%
Add 135.08%
10,769
6,188

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 2025-03-31

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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