Grove Bank & Trust Q2 2025 Filing

Filed July 11, 2025

Portfolio Value

$801.8B

Holdings

852

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (852 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
120,345$68.4B8.53%
2
IJHISHARES TR
780,507$48.4B6.04%
3
AAPLAPPLE INC
164,251$33.7B4.20%
4
IJRISHARES TR
278,355$30.4B3.79%
5
AQLTISHARES TR
309,195$25.8B3.22%
6
IVVISHARES TR
39,767$24.7B3.08%
7
IEMGISHARES INC
352,897$21.2B2.64%
8
MSFTMICROSOFT CORP
37,617$18.7B2.33%
9
NVDANVIDIA CORPORATION
95,960$15.2B1.89%
10
AMZNAMAZON COM INC
68,209$15.0B1.87%
11
VTEBVANGUARD MUN BD FDS
287,596$14.1B1.76%
12
SPYSPDR S&P 500 ETF TR
22,512$13.9B1.73%
13
IWFISHARES TR
28,431$12.1B1.51%
14
VCSHVANGUARD SCOTTSDALE FDS
151,273$12.0B1.50%
15
SUBISHARES TR
107,507$11.4B1.43%
16
VNQVANGUARD INDEX FDS
123,937$11.0B1.38%
17
VOVANGUARD INDEX FDS
36,107$10.1B1.26%
18
VTVVANGUARD INDEX FDS
52,277$9.2B1.15%
19
JPMJPMORGAN CHASE & CO.
31,252$9.1B1.13%
20
ITOTISHARES TR
66,089$8.9B1.11%
21
VEAVANGUARD TAX-MANAGED FDS
152,214$8.7B1.08%
22
VWOVANGUARD INTL EQUITY INDEX F
173,150$8.6B1.07%
23
USHYISHARES TR
223,846$8.4B1.05%
24
EFAISHARES TR
93,753$8.4B1.05%
25
IAU*ISHARES GOLD TR
133,052$8.3B1.03%
26
LMBSFIRST TR EXCHANGE-TRADED FD
156,777$7.7B0.96%
27
LLYELI LILLY & CO
9,808$7.6B0.95%
28
ORCLORACLE CORP
33,725$7.4B0.92%
29
MDYSPDR S&P MIDCAP 400 ETF TR
12,325$7.0B0.87%
30
XOMEXXON MOBIL CORP
64,159$6.9B0.86%
31
GQ9SPDR GOLD TR
22,634$6.9B0.86%
32
BNDVANGUARD BD INDEX FDS
93,693$6.9B0.86%
33
COSTCOSTCO WHSL CORP NEW
6,948$6.9B0.86%
34
SCHHSCHWAB STRATEGIC TR
320,589$6.8B0.85%
35
VVISA INC
18,388$6.5B0.81%
36
GOOGALPHABET INC
36,254$6.4B0.80%
37
GOOGLALPHABET INC
34,372$6.1B0.76%
38
MAMASTERCARD INCORPORATED
10,317$5.8B0.72%
39
AGGISHARES TR
56,217$5.6B0.70%
40
VBVANGUARD INDEX FDS
23,254$5.5B0.69%
41
ABTABBOTT LABS
40,218$5.5B0.68%
42
IRTINDEPENDENCE RLTY TR INC
283,843$5.0B0.63%
43
METAMETA PLATFORMS INC
6,296$4.6B0.58%
44
NEWZEA SERIES TRUST
156,941$4.5B0.56%
45
EEMISHARES TR
89,073$4.3B0.54%
46
MUBISHARES TR
38,689$4.0B0.50%
47
AVEMAMERICAN CENTY ETF TR
54,964$3.8B0.47%
48
SHOPSHOPIFY INC
32,123$3.7B0.46%
49
BACBANK AMERICA CORP
76,931$3.6B0.45%
50
ADBEADOBE INC
8,895$3.4B0.43%
51
HDHOME DEPOT INC
9,310$3.4B0.43%
52
NFLXNETFLIX INC
2,520$3.4B0.42%
53
VTIVANGUARD INDEX FDS
10,775$3.3B0.41%
54
VOEVANGUARD INDEX FDS
19,835$3.3B0.41%
55
AVGOBROADCOM INC
11,764$3.2B0.40%
56
NOWSERVICENOW INC
3,028$3.1B0.39%
57
ZTSZOETIS INC
19,705$3.1B0.38%
58
ACNACCENTURE PLC IRELAND
10,250$3.1B0.38%
59
IWDISHARES TR
15,741$3.1B0.38%
60
ABNBAIRBNB INC
22,519$3.0B0.37%
61
CVXCHEVRON CORP NEW
20,338$2.9B0.36%
62
ABBVABBVIE INC
14,960$2.8B0.35%
63
PGPROCTER AND GAMBLE CO
16,528$2.6B0.33%
64
AVDEAMERICAN CENTY ETF TR
34,429$2.5B0.32%
65
IBMINTERNATIONAL BUSINESS MACHS
8,521$2.5B0.31%
66
TMOTHERMO FISHER SCIENTIFIC INC
5,973$2.4B0.30%
67
IWRISHARES TR
25,600$2.4B0.29%
68
BRK/BBERKSHIRE HATHAWAY INC DEL
4,783$2.3B0.29%
69
DISDISNEY WALT CO
18,591$2.3B0.29%
70
SBUXSTARBUCKS CORP
24,983$2.3B0.29%
71
MSCIMSCI INC
3,908$2.3B0.28%
72
JNJJOHNSON & JOHNSON
13,554$2.1B0.26%
73
WMTWALMART INC
20,575$2.0B0.25%
74
AXPAMERICAN EXPRESS CO
6,237$2.0B0.25%
75
AONAON PLC
5,327$1.9B0.24%
76
WDAYWORKDAY INC
7,734$1.9B0.23%
77
HEFAISHARES TR
47,500$1.8B0.22%
78
RTXRTX CORPORATION
11,813$1.7B0.22%
79
RSPINVESCO EXCHANGE TRADED FD T
9,473$1.7B0.21%
80
VBRVANGUARD INDEX FDS
8,707$1.7B0.21%
81
TTTRANE TECHNOLOGIES PLC
3,833$1.7B0.21%
82
IWMISHARES TR
7,749$1.7B0.21%
83
4I1PHILIP MORRIS INTL INC
8,963$1.6B0.20%
84
ETNEATON CORP PLC
4,419$1.6B0.20%
85
IDXXIDEXX LABS INC
2,907$1.6B0.19%
86
TXNTEXAS INSTRS INC
7,503$1.6B0.19%
87
PAYCPAYCOM SOFTWARE INC
5,907$1.4B0.17%
88
ADPAUTOMATIC DATA PROCESSING IN
4,403$1.4B0.17%
89
AMATAPPLIED MATLS INC
7,303$1.3B0.17%
90
NEENEXTERA ENERGY INC
18,838$1.3B0.16%
91
CMCSACOMCAST CORP NEW
35,544$1.3B0.16%
92
UBERUBER TECHNOLOGIES INC
13,582$1.3B0.16%
93
COPCONOCOPHILLIPS
13,762$1.2B0.15%
94
MRKMERCK & CO INC
15,595$1.2B0.15%
95
CSGPCOSTAR GROUP INC
15,350$1.2B0.15%
96
KOCOCA COLA CO
17,433$1.2B0.15%
97
ELVELEVANCE HEALTH INC
3,163$1.2B0.15%
98
CBCHUBB LIMITED
4,148$1.2B0.15%
99
UNPUNION PAC CORP
4,968$1.1B0.14%
100
LHLABCORP HOLDINGS INC
4,228$1.1B0.14%
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