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PLIMOTH TRUST CO LLC

13F
PLIMOTH TRUST CO LLC
Last update 2025-07-22 164 Stocks (6 new)
Value $417.00 Mil Turnover 3 %
Countries:
PLIMOTH TRUST CO LLC 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
MSFT
Microsoft Corp
54,343
27,030.8
-0.50%
6.480
-0.03%
0.000
+35.37%
+20.48%
3,759,901.0
Software
AAPL
Apple Inc
108,508
22,262.6
+1.08%
5.340
+0.06%
0.000
+4.87%
-14.22%
3,200,643.0
Hardware
NVDA
NVIDIA Corp
134,398
21,233.5
+0.72%
5.090
+0.04%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors
AMZN
Amazon.com Inc
65,024
14,265.6
+3.38%
3.420
+0.11%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
JPM
JPMorgan Chase & Co
45,502
13,191.5
-0.65%
3.160
-0.02%
0.000
+23.79%
+25.81%
815,993.3
Banks
GOOGL
Alphabet Inc
65,588
11,558.6
+1.54%
2.770
+0.04%
0.000
+22.60%
+0.73%
2,312,572.8
Interactive Media
WMT
Walmart Inc
77,458
7,573.9
-0.11%
1.820
0%
0.000
+1.00%
+6.45%
763,566.4
Retail - Defensive
V
Visa Inc
21,068
7,480.2
+3.43%
1.790
+0.06%
0.000
+6.43%
+12.80%
694,059.1
Credit Services
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
72,629
7,204.8
+3.42%
1.730
+0.06%
0.010
+1.65%
+3.49%
128,152.2
 
XOM
Exxon Mobil Corp
61,148
6,591.8
+1.21%
1.580
+0.02%
0.000
+3.33%
+4.06%
473,758.6
Oil & Gas

PLIMOTH TRUST CO LLC's Historical Top Holdings Breakdowns

PLIMOTH TRUST CO LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VNQ
Vanguard Real Estate Index Fund ETF
2025-06-30
Reduce
Reduce
-0.41%
79.79 ($88.23) 91.42
$92.04
4.32%
Reduce -33.05%
35,023
-17,286
IEFA
iShares Core MSCI EAFE ETF
2025-06-30
New Buy
New Buy
+0.23%
67.83 ($79.31) 84.09
$85.51
7.82%
New holding
11,455
11,455
META
Meta Platforms Inc
2025-06-30
Add
Add
+0.15%
484.66 ($617.26) 738.09
$713.58
15.60%
Add 15.46%
6,429
861
AXP
American Express Co
2025-06-30
Add
Add
+0.12%
231.39 ($281.25) 318.98
$308.66
9.75%
Add 15.99%
11,395
1,571
AMZN
Amazon.com Inc
2025-06-30
Add
Add
+0.11%
167.32 ($197.77) 223.3
$228.29
15.43%
Add 3.38%
65,024
2,124
MRK
Merck & Co Inc
2025-06-30
Add
Add
+0.11%
73.47 ($79.65) 89.76
$83.98
5.44%
Add 10.35%
60,339
5,658
AVGO
Broadcom Inc
2025-06-30
Add
Add
+0.10%
146.29 ($216.36) 275.65
$283.69
31.12%
Add 8.63%
18,572
1,476
EFA
iShares MSCI EAFE ETF
2025-06-30
New Buy
New Buy
+0.09%
72.96 ($85.32) 90.39
$91.54
7.29%
New holding
4,016
4,016
IWF
iShares Russell 1000 Growth ETF
2025-06-30
New Buy
New Buy
+0.09%
320.42 ($382.13) 424.58
$436.59
14.25%
New holding
925
925
XLK
Technology Select Sector SPDR ETF
2025-06-30
Reduce
Reduce
-0.08%
179.73 ($221.69) 253.23
$260.29
17.41%
Reduce -7.28%
19,048
-1,496

PLIMOTH TRUST CO LLC Total Holding History ($B)

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PLIMOTH TRUST CO LLC's Asset Allocation

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PLIMOTH TRUST CO LLC Past Portfolios

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

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PLIMOTH TRUST CO LLC's Hypothetical Growth since 2025-06-30

PLIMOTH TRUST CO LLC's Yearly Returns

Year Portfolio % % Excess Gain %

PLIMOTH TRUST CO LLC's Holdings Heat Map

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PLIMOTH TRUST CO LLC's Holdings Bubble Chart

PLIMOTH TRUST CO LLC News

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