Essex Savings Bank Diversified Active

CIK: 0001752212 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 28, 2020

Total Value ($000): $140,334 (100.0% shares, 0.0% debt)

Holdings (145)

JNJ JOHNSON & JOHNSON COM 6.1%
Value ($000) $8,511 Shares 64,902 Est. Cost $114.34 Unrealized +5.1%
CVX CHEVRON COM 5.6%
Value ($000) $7,874 Shares 108,678 Est. Cost $85.05 Unrealized -10.6%
AAPL APPLE COMPUTER INC. CMN. 5.1%
Value ($000) $7,189 Shares 28,272 Est. Cost $46.19 Unrealized +53.9%
ADP AUTOMATIC DATA PROCESSING INC - TAXABLE 4.3%
Value ($000) $5,968 Shares 43,667 Est. Cost $122.36 Unrealized +16.0%
XOM EXXON MOBIL CORPORATION 4.0%
Value ($000) $5,550 Shares 146,157 Est. Cost $56.48 Unrealized -25.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 3.5%
Value ($000) $4,896 Shares 18 Est. Cost $313083.50 Unrealized +1.8%
MSFT MICROSOFT COM 3.0%
Value ($000) $4,143 Shares 26,266 Est. Cost $113.41 Unrealized +37.9%
TGT TARGET CORPORATION 2.1%
Value ($000) $2,981 Shares 32,068 Est. Cost $79.62 Unrealized +19.3%
PG PROCTER & GAMBLE CO. 1.9%
Value ($000) $2,665 Shares 24,223 Est. Cost $81.39 Unrealized +27.6%
HD HOME DEPOT COM 1.7%
Value ($000) $2,393 Shares 12,816 Est. Cost $160.38 Unrealized +18.6%
PFE PFIZER INC COM 1.5%
Value ($000) $2,157 Shares 66,100 Est. Cost $29.72 Unrealized -13.1%
V VISA INC COM CL A 1.5%
Value ($000) $2,127 Shares 13,198 Est. Cost $142.72 Unrealized +26.6%
AMZN AMAZON COM INC COM 1.5%
Value ($000) $2,072 Shares 1,063 Est. Cost $89.16 Unrealized +8.6%
PEP PEPSICO INC 1.4%
Value ($000) $2,025 Shares 16,866 Est. Cost $95.53 Unrealized +18.0%
MRK MERCK & CO INC 1.4%
Value ($000) $2,010 Shares 26,127 Est. Cost $59.16 Unrealized +10.0%
LLY LILLY ELI & COMPANY 1.3%
Value ($000) $1,887 Shares 13,599 Est. Cost $103.78 Unrealized +23.5%
IVV ISHARES TR S&P 500 INDEX 1.3%
Value ($000) $1,792 Shares 6,938 Est. Cost $282.85 Unrealized
JPM JP MORGAN CHASE & CO COM 1.2%
Value ($000) $1,638 Shares 18,191 Est. Cost $89.32 Unrealized +16.0%
KMB KIMBERLY - CLARK CORP 1.1%
Value ($000) $1,587 Shares 12,408 Est. Cost $89.16 Unrealized +25.7%
GOOGL ALPHABET INC CAP STK CL A 1.1%
Value ($000) $1,518 Shares 1,307 Est. Cost $55.63 Unrealized +20.9%
SPY SPDR TR UNIT SER 1 0.9%
Value ($000) $1,326 Shares 5,141 Est. Cost $252.06 Unrealized
IBM INTL BUSINESS MACHINES COM 0.9%
Value ($000) $1,267 Shares 11,422 Est. Cost $92.67 Unrealized +6.0%
QQQ INVESCO QQQ TR UNIT SER 1 0.9%
Value ($000) $1,250 Shares 6,568 Est. Cost $188.89 Unrealized
ADBE ADOBE INC COM 0.9%
Value ($000) $1,227 Shares 3,853 Est. Cost $250.74 Unrealized +36.4%
GOOG ALPHABET INC. 0.9%
Value ($000) $1,209 Shares 1,040 Est. Cost $55.66 Unrealized +21.0%
T AT&T INC COM 0.9%
Value ($000) $1,198 Shares 41,109 Est. Cost $14.47 Unrealized +25.5%
USB US BANCORP DEL COM NEW 0.9%
Value ($000) $1,194 Shares 34,665 Est. Cost $38.36 Unrealized -3.0%
UNITED TECH 0.8%
Value ($000) $1,190 Shares 12,616 Est. Cost $114.73 Unrealized
META FACEBOOK INC CL A 0.8%
Value ($000) $1,156 Shares 6,931 Est. Cost $160.42 Unrealized +21.2%
INTC INTEL COM 0.8%
Value ($000) $1,122 Shares 20,729 Est. Cost $41.58 Unrealized +25.9%
IWM ISHARES TR RUSSELL 2000 0.8%
Value ($000) $1,117 Shares 9,764 Est. Cost $140.54 Unrealized
KO COCA COLA CO COM 0.8%
Value ($000) $1,102 Shares 24,912 Est. Cost $39.08 Unrealized +15.1%
CSCO CISCO 0.8%
Value ($000) $1,082 Shares 27,523 Est. Cost $40.48 Unrealized -9.4%
MCD MCDONALDS CORP COM 0.8%
Value ($000) $1,080 Shares 6,528 Est. Cost $159.33 Unrealized +7.9%
DIS DISNEY WALT CO COM 0.7%
Value ($000) $1,048 Shares 10,849 Est. Cost $116.08 Unrealized +6.4%
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $1,030 Shares 19,179 Est. Cost $39.47 Unrealized +3.9%
UNP UNION PAC CORP COM 0.7%
Value ($000) $1,025 Shares 7,269 Est. Cost $131.95 Unrealized +9.9%
BMY BRISTOL MYERS SQUIBB 0.7%
Value ($000) $997 Shares 17,881 Est. Cost $39.77 Unrealized +22.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $973 Shares 5,321 Est. Cost $207.99 Unrealized +2.2%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.7%
Value ($000) $963 Shares 4,064 Est. Cost $237.97 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.6%
Value ($000) $904 Shares 22,330 Est. Cost $47.88 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.6%
Value ($000) $880 Shares 5,329 Est. Cost $168.25 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.6%
Value ($000) $878 Shares 17,609 Est. Cost $59.01 Unrealized
MCO MOODYS CORP COM 0.6%
Value ($000) $873 Shares 4,130 Est. Cost $141.79 Unrealized +63.2%
MA MASTERCARD INC CL A 0.6%
Value ($000) $863 Shares 3,575 Est. Cost $215.72 Unrealized +33.4%
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $859 Shares 24,965 Est. Cost $33.09 Unrealized +8.9%
SON SONOCO PRODS CO COM 0.6%
Value ($000) $851 Shares 18,365 Est. Cost $46.46 Unrealized -7.2%
CVS CVS CORP. 0.6%
Value ($000) $801 Shares 13,499 Est. Cost $55.20 Unrealized +0.2%
AMGN AMGEN INC COM 0.5%
Value ($000) $767 Shares 3,784 Est. Cost $151.10 Unrealized +20.6%
VO VANGUARD MID CAP ETF 0.5%
Value ($000) $747 Shares 5,679 Est. Cost $151.85 Unrealized
VNQ VANGUARD REIT ETF 0.5%
Value ($000) $722 Shares 10,350 Est. Cost $80.58 Unrealized
MMM 3M COMPANY COM 0.5%
Value ($000) $718 Shares 5,261 Est. Cost $124.65 Unrealized -15.0%
VCSH VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF 0.5%
Value ($000) $708 Shares 8,950 Est. Cost $78.78 Unrealized
VTV VANGUARD INDEX FDS VALUE ETF 0.5%
Value ($000) $707 Shares 7,937 Est. Cost $110.89 Unrealized
DHR DANAHER CORPORATION 0.5%
Value ($000) $685 Shares 4,949 Est. Cost $92.99 Unrealized +41.2%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $673 Shares 10,145 Est. Cost $55.81 Unrealized +10.3%
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF 0.5%
Value ($000) $664 Shares 9,385 Est. Cost $82.01 Unrealized
NOBL PROSHARES TR S&P 500 DV ARIST 0.5%
Value ($000) $660 Shares 11,456 Est. Cost $65.64 Unrealized
SYK STRYKER CORP 0.5%
Value ($000) $648 Shares 3,890 Est. Cost $162.14 Unrealized +13.1%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $642 Shares 2,264 Est. Cost $246.00 Unrealized +26.2%
IJH ISHARES TR S&P MIDCAP 400 0.4%
Value ($000) $630 Shares 4,380 Est. Cost $153.60 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.4%
Value ($000) $621 Shares 12,396 Est. Cost $37.98 Unrealized +23.0%
CAT CATERPILLAR INC DEL COM 0.4%
Value ($000) $618 Shares 5,329 Est. Cost $112.76 Unrealized +0.6%
ECL ECOLAB INC COM 0.4%
Value ($000) $610 Shares 3,910 Est. Cost $148.39 Unrealized +18.8%
EFA ISHARES TR INDEX MSCI EAFE IDX 0.4%
Value ($000) $602 Shares 11,272 Est. Cost $64.42 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.4%
Value ($000) $596 Shares 4,080 Est. Cost $144.37 Unrealized +13.3%
WFC WELLS FARGO & CO NEW COM 0.4%
Value ($000) $596 Shares 20,776 Est. Cost $41.13 Unrealized -10.9%
LHX L3HARRIS TECHNOLOGIES INC COM 0.4%
Value ($000) $586 Shares 3,252 Est. Cost $181.21 Unrealized +0.4%
GD GENERAL DYNAMICS CORPORATION 0.4%
Value ($000) $584 Shares 4,418 Est. Cost $153.13 Unrealized -5.3%
MO ALTRIA GROUP INC 0.4%
Value ($000) $584 Shares 15,087 Est. Cost $31.97 Unrealized -13.8%
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.4%
Value ($000) $580 Shares 3,894 Est. Cost $141.33 Unrealized
NKE NIKE INC CL B 0.4%
Value ($000) $556 Shares 6,722 Est. Cost $68.57 Unrealized +25.3%
BA BOEING CO COM 0.4%
Value ($000) $534 Shares 3,580 Est. Cost $344.54 Unrealized -20.8%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $531 Shares 2,130 Est. Cost $223.79 Unrealized +11.6%
ABBV ABBVIE INC COM 0.4%
Value ($000) $528 Shares 6,925 Est. Cost $63.74 Unrealized +5.4%
EMR EMERSON ELECTRIC 0.4%
Value ($000) $519 Shares 10,903 Est. Cost $57.19 Unrealized +1.0%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $512 Shares 2,130 Est. Cost $39.34 Unrealized +38.0%
DE DEERE & CO COM 0.4%
Value ($000) $498 Shares 3,609 Est. Cost $133.33 Unrealized +9.3%
WMT WAL-MART 0.3%
Value ($000) $490 Shares 4,311 Est. Cost $30.47 Unrealized +16.1%
PYPL PAYPAL HLDGS INC COM 0.3%
Value ($000) $482 Shares 5,043 Est. Cost $98.79 Unrealized +11.5%
VIG VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF 0.3%
Value ($000) $481 Shares 4,660 Est. Cost $113.19 Unrealized
BAC BANK OF AMERICA CORP COM 0.3%
Value ($000) $481 Shares 22,656 Est. Cost $23.61 Unrealized +9.8%
VB VANGUARD INDEX FDS SMALL CP ETF 0.3%
Value ($000) $473 Shares 4,099 Est. Cost $147.23 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $442 Shares 1,303 Est. Cost $263.41 Unrealized +27.1%
VTI VANGUARD TOTAL STK MKT ETF 0.3%
Value ($000) $439 Shares 3,406 Est. Cost $135.22 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value ($000) $439 Shares 5,433 Est. Cost $65.37 Unrealized +11.2%
RAYTHEON COMPANY 0.3%
Value ($000) $423 Shares 3,228 Est. Cost $161.17 Unrealized
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $421 Shares 3,148 Est. Cost $125.65 Unrealized +8.7%
CI CIGNA CORP NEW 0.3%
Value ($000) $417 Shares 2,353 Est. Cost $175.24 Unrealized +1.3%
DEO DIAGEO P L C SPON ADR NEW 0.3%
Value ($000) $414 Shares 3,256 Est. Cost $147.85 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.3%
Value ($000) $411 Shares 2,520 Est. Cost $150.05 Unrealized +18.0%
SO SOUTHERN COMPANY 0.3%
Value ($000) $411 Shares 7,604 Est. Cost $36.50 Unrealized +38.3%
DOV DOVER CORP 0.3%
Value ($000) $410 Shares 4,888 Est. Cost $78.57 Unrealized +24.5%
NFLX NETFLIX INC COM 0.3%
Value ($000) $407 Shares 1,085 Est. Cost $33.43 Unrealized +5.8%
IWF ISHARES TR INDEX RUSSELL1000GRW 0.3%
Value ($000) $397 Shares 2,634 Est. Cost $147.39 Unrealized
IJR ISHARES TR S&P SMALL CAP 600 INDEX 0.3%
Value ($000) $386 Shares 6,879 Est. Cost $71.81 Unrealized
BLACKROCK INC COM 0.3%
Value ($000) $379 Shares 862 Est. Cost $437.09 Unrealized
NVDA NVIDIA CORP 0.3%
Value ($000) $372 Shares 1,410 Est. Cost $4.25 Unrealized +47.7%
CLX CLOROX CO DEL COM 0.3%
Value ($000) $371 Shares 2,136 Est. Cost $126.66 Unrealized +9.5%
MDT MEDTRONIC PLC 0.3%
Value ($000) $367 Shares 4,074 Est. Cost $77.15 Unrealized +16.9%
USMV ISHARES TR USA MIN VOL ETF 0.3%
Value ($000) $366 Shares 6,772 Est. Cost $54.05 Unrealized
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $364 Shares 1,825 Est. Cost $163.08 Unrealized +20.8%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $363 Shares 6,764 Est. Cost $71.55 Unrealized -10.8%
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $359 Shares 4,913 Est. Cost $57.81 Unrealized +5.1%
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $348 Shares 3,636 Est. Cost $102.20 Unrealized +6.0%
NVS NOVARTIS A G SPONSORED ADR 0.2%
Value ($000) $347 Shares 4,202 Est. Cost $88.26 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.2%
Value ($000) $330 Shares 2,289 Est. Cost $96.20 Unrealized +19.4%
GENERAL ELECTRIC COM 0.2%
Value ($000) $323 Shares 40,601 Est. Cost $8.39 Unrealized
CDK GLOBAL INC COM 0.2%
Value ($000) $322 Shares 9,786 Est. Cost $48.07 Unrealized
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $322 Shares 10,450 Est. Cost $52.30 Unrealized -21.6%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $318 Shares 2,235 Est. Cost $119.51 Unrealized +23.5%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.2%
Value ($000) $304 Shares 7,048 Est. Cost $51.60 Unrealized
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.2%
Value ($000) $298 Shares 3,661 Est. Cost $97.68 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $295 Shares 3,741 Est. Cost $64.49 Unrealized +16.8%
AFL AFLAC INC COM 0.2%
Value ($000) $293 Shares 8,571 Est. Cost $38.18 Unrealized +3.9%
IWP ISHARES TR INDEX RUSSELL MCP GR 0.2%
Value ($000) $279 Shares 2,292 Est. Cost $139.73 Unrealized
IBB IBB/ ISHARES NASDAQ BIOTECH INDEX FUND 0.2%
Value ($000) $274 Shares 2,543 Est. Cost $103.20 Unrealized
CMI CUMMINS INC COM 0.2%
Value ($000) $269 Shares 1,987 Est. Cost $121.73 Unrealized +10.7%
DVY ISHARES TR INDEX DJ SEL DIV INX 0.2%
Value ($000) $265 Shares 3,601 Est. Cost $85.23 Unrealized
VOT VANGUARD INDEX FDS MCAP GR IDXVIP 0.2%
Value ($000) $265 Shares 2,092 Est. Cost $158.88 Unrealized
UNILEVER PLC SPON ADR NEW 0.2%
Value ($000) $262 Shares 5,188 Est. Cost $57.00 Unrealized
NVO NOVO-NORDISK A S ADR 0.2%
Value ($000) $261 Shares 4,330 Est. Cost $46.07 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 0.2%
Value ($000) $260 Shares 4,537 Est. Cost $57.56 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $250 Shares 1,054 Est. Cost $23.29 Unrealized +4.2%
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $249 Shares 2,485 Est. Cost $109.67 Unrealized +8.6%
UPS UNITED PARCEL SERVICE CL B COM 0.2%
Value ($000) $249 Shares 2,666 Est. Cost $81.05 Unrealized +1.0%
EEM ISHARES TR INDEX MSCI EMERG MKT 0.2%
Value ($000) $245 Shares 7,186 Est. Cost $41.37 Unrealized
SPLV INVESCO EXCHANGE-TRADED FD TS&P500 LOW VOL 0.2%
Value ($000) $243 Shares 5,175 Est. Cost $48.60 Unrealized
CRM SALESFORCE COM INC COM 0.2%
Value ($000) $240 Shares 1,666 Est. Cost $153.76 Unrealized +10.2%
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.2%
Value ($000) $240 Shares 7,203 Est. Cost $38.80 Unrealized
HSY HERSHEY CO COM 0.2%
Value ($000) $236 Shares 1,781 Est. Cost $100.37 Unrealized +28.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $235 Shares 1,209 Est. Cost $156.72 Unrealized
GWW GRAINGER W.W. INC 0.2%
Value ($000) $231 Shares 928 Est. Cost $269.65 Unrealized +2.2%
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $231 Shares 1,061 Est. Cost $153.63 Unrealized +28.4%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $230 Shares 806 Est. Cost $224.30 Unrealized +23.8%
PPG PPG INDS INC COM 0.2%
Value ($000) $230 Shares 2,746 Est. Cost $96.20 Unrealized +2.9%
VIGI VANGUARD WHITEHALL INTL DIVIDEND ETF 0.2%
Value ($000) $229 Shares 3,935 Est. Cost $57.76 Unrealized
TROW T. ROWE PRICE GROUP INC 0.2%
Value ($000) $229 Shares 2,348 Est. Cost $74.69 Unrealized +27.9%
ROP ROPER TECHNOLOGIES INC COM 0.2%
Value ($000) $223 Shares 715 Est. Cost $279.82 Unrealized +22.3%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $223 Shares 1,397 Est. Cost $140.72 Unrealized +26.9%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $218 Shares 3,216 Est. Cost $60.16 Unrealized +19.6%
ETN EATON CORP CMN 0.2%
Value ($000) $216 Shares 2,775 Est. Cost $68.28 Unrealized +21.0%
PLD PROLOGIS INC COM 0.1%
Value ($000) $210 Shares 2,610 Est. Cost $58.67 Unrealized +26.3%
PID INVESCO EXCHANGE TRADED FD TINTL DIVI ACHI 0.1%
Value ($000) $151 Shares 13,375 Est. Cost $15.19 Unrealized
ALPS ETF TR ALERIAN MLP 0.0%
Value ($000) $52 Shares 15,150 Est. Cost $8.79 Unrealized