UNION SAVINGS BANK
Q1 2025 13F Holdings
- Locationlitchfield, CT
- Num holdings
307
- Value ($000)
$204,619
- Date Filed04/22/2025
- Form type13F-HR
- CIK0001985855
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPHQ INVESCO S&P 500 QUALITY ETF | ETF - LARGE CAP | 46137V241 | $29.00M | 14 % | 437,167 | ||
BRK.A BERKSHIRE HATHAWAY INC COM | COMMON STOCK | 084670108 | $25.55M | 13 % | 32 | ||
SPY SPDR S&P 500 ETF TRUST | ETF - LARGE CAP | 78462F103 | $11.10M | 5 % | 19,837 | ||
IJH ISHARES CORE S&P MID-CAP ETF | ETF - MID CAP | 464287507 | $9.26M | 5 % | 158,738 | ||
MSFT MICROSOFT CORP | COMMON STOCK | 594918104 | $6.27M | 3 % | 16,705 | ||
VYM VANGUARD HIGH DIVIDEND YIELD ETF | ETF - LARGE CAP | 921946406 | $5.58M | 3 % | 43,258 | ||
AAPL APPLE INCORPORATED | COMMON STOCK | 037833100 | $4.87M | 2 % | 21,937 | ||
IWM ISHARES RUSSELL 2000 INDEX | ETF - SMALL CAP | 464287655 | $4.29M | 2 % | 21,490 | ||
MDY SPDR S&P MIDCAP 400 ETF TR | ETF - MID CAP | 78467Y107 | $3.63M | 2 % | 6,799 | ||
GVI ETF ISHS INTER GOVT CR BD | ETF - INTERM | 464288612 | $3.60M | 2 % | 33,930 |
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