UNION SAVINGS BANK

Q2 2025 13F Holdings

  • Location
    litchfield, CT
  • Num holdings

    282

  • Value ($000)

    $217,680

  • Date Filed
    08/08/2025
  • Form type
    13F-HR
  • CIK
    0001985855
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPHQ
SPHQ

INVESCO S&P 500 QUALITY ETF

ETF - LARGE CAP
46137V241
$33.52M
15 %

469,548

BRK.A
BRK.A

BERKSHIRE HATHAWAY INC COM

COMMON STOCK
084670108
$23.04M
11 %

32

SPY
SPY

SPDR S&P 500 ETF TRUST

ETF - LARGE CAP
78462F103
$12.14M
6 %

19,204

IJH
IJH

ISHARES CORE S&P MID-CAP ETF

ETF - MID CAP
464287507
$9.82M
5 %

155,863

MSFT
MSFT

MICROSOFT CORP

COMMON STOCK
594918104
$8.77M
4 %

16,434

VYM
VYM

VANGUARD HIGH DIVIDEND YIELD ETF

ETF - LARGE CAP
921946406
$5.68M
3 %

42,322

IWM
IWM

ISHARES RUSSELL 2000 INDEX

ETF - SMALL CAP
464287655
$4.72M
2 %

21,522

AAPL
AAPL

APPLE INCORPORATED

COMMON STOCK
037833100
$4.47M
2 %

21,520

MDY
MDY

SPDR S&P MIDCAP 400 ETF TR

ETF - MID CAP
78467Y107
$3.79M
2 %

6,582

GVI
GVI

ETF ISHS INTER GOVT CR BD

ETF - INTERM
464288612
$3.70M
2 %

34,797

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