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PLIMOTH TRUST CO LLC13F | |
| PLIMOTH TRUST CO LLC | |
| Last update 2025-07-22 | 164 Stocks (6 new) |
| Value $417.00 Mil | Turnover 3 % |
PLIMOTH TRUST CO LLC Top Holdings of 2025-06-30
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| 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
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| 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)
PLIMOTH TRUST CO LLC's Asset Allocation
PLIMOTH TRUST CO LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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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