Greenfield Savings Bank
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 13, 2025), Greenfield Savings Bank reported 146 stock positions worth $208.6 million. Its top holding was Apple (AAPL) at 8.1% of the portfolio, followed by Microsoft (MSFT, 5.5%) and JPMorgan Chase (JPM, 2.8%). Compared with Q3 2024, it opened 5 new positions, sold out of 7, added to 43 and reduced 70. The biggest buy was Amazon.com (AMZN, shares +0%) and the biggest sale Elevance Health (ELV, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- GREENFIELD, MA
- CIK
- 0001940406
- Portfolio Value
- $208.6M (Q4 2024)
- SEC Filing
- 0001376474-25-000069 ↗ filed Jan 13, 2025
Holdings Value
Holdings 146 stocks · $208.6M
| AAPL Apple Inc. | 8.06% | 67,145 | $16.8M | Reduce -1.3% |
| MSFT Microsoft Corp. | 5.47% | 27,090 | $11.4M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 2.80% | 24,344 | $5.8M | Reduce -1.9% |
| IJH iShares Core S&P Midcap ETF | 2.52% | 84,208 | $5.2M | Add +1.9% |
| AMZN Amazon.com Inc. | 2.49% | 23,718 | $5.2M | Add +0.1% |
| COST Costco Wholesale Corp. | 2.34% | 5,321 | $4.9M | Reduce -0.4% |
| NVDA Nvidia Corp. | 2.33% | 36,260 | $4.9M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 2.33% | 25,468 | $4.9M | Add +1.9% |
| IJR iShares Core S&P Small-Cap E | 2.27% | 41,027 | $4.7M | Add +2.0% |
| HD Home Depot Inc. | 2.06% | 11,060 | $4.3M | Reduce -1.0% |
| MA Mastercard Inc. Class A | 2.03% | 8,039 | $4.2M | Reduce -1.5% |
| PGR Progressive Corp. | 1.87% | 16,300 | $3.9M | Reduce -0.7% |
| AXP American Express Co. | 1.87% | 13,118 | $3.9M | Reduce -0.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.84% | 7,487 | $3.8M | Add +5.7% |
| META Meta Platforms Inc. Class A | 1.66% | 5,900 | $3.5M | Reduce -0.9% |
| ABBV Abbvie Inc. | 1.53% | 17,975 | $3.2M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 1.52% | 16,770 | $3.2M | Reduce -1.0% |
| UNH Unitedhealth Group Inc. | 1.43% | 5,887 | $3.0M | Reduce -1.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.32% | 6,482 | $2.8M | Add +8.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.31% | 4,676 | $2.7M | Add +11.3% |
| MCD McDonald's Corp. | 1.21% | 8,718 | $2.5M | Reduce -1.6% |
| NEE Nextera Energy Inc. | 1.21% | 35,127 | $2.5M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.13% | 8,130 | $2.4M | Add +0.1% |
| CAT Caterpillar Inc. | 1.13% | 6,489 | $2.4M | Reduce -0.8% |
| PG The Procter & Gamble Co. | 1.12% | 13,935 | $2.3M | Reduce -0.8% |
| PM Philip Morris International | 1.12% | 19,364 | $2.3M | Add +0.3% |
| LMT Lockheed Martin Corp. | 1.11% | 4,775 | $2.3M | Reduce -1.7% |
| XOM Exxon Mobil Corp. | 0.96% | 18,585 | $2.0M | Add +0.8% |
| CSCO Cisco Systems Inc. | 0.95% | 33,302 | $2.0M | Add +0.6% |
| TSLA Tesla Inc. | 0.94% | 4,861 | $2.0M | Reduce -3.5% |
| ELV Elevance Health Inc. | 0.87% | 4,943 | $1.8M | Reduce -7.3% |
| AMAT Applied Materials Inc. | 0.87% | 11,149 | $1.8M | Add +4.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.84% | 39,947 | $1.8M | Add +0.8% |
| CVX Chevron Corp. | 0.83% | 11,970 | $1.7M | Reduce -1.3% |
| MET Metlife Inc. | 0.83% | 21,037 | $1.7M | Add +0.4% |
| V Visa Inc. Class A | 0.81% | 5,344 | $1.7M | Add +1.7% |
| CMCSA Comcast Corp. Class A | 0.76% | 42,480 | $1.6M | Add +1.3% |
| HON Honeywell International Inc. | 0.76% | 7,024 | $1.6M | Add +4.5% |
| BMY Bristol-Myers Squibb Co. | 0.75% | 27,766 | $1.6M | Add +3.3% |
| JNJ Johnson & Johnson | 0.74% | 10,631 | $1.5M | Reduce -1.1% |
| PAYX Paychex Inc. | 0.73% | 10,853 | $1.5M | Reduce -1.4% |
| TXN Texas Instruments Inc. | 0.73% | 8,096 | $1.5M | No change |
| ORCL Oracle Corp. | 0.71% | 8,893 | $1.5M | Add +0.3% |
| STLD Steel Dynamics Inc. | 0.71% | 12,895 | $1.5M | Add +4.8% |
| FTNT Fortinet Inc. | 0.68% | 15,085 | $1.4M | Reduce -3.3% |
| PEP Pepsico Inc. | 0.62% | 8,558 | $1.3M | Reduce -1.1% |
| DUK Duke Energy Corp. | 0.62% | 12,033 | $1.3M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 2,827 | $1.3M | No change |
| EFA iShares MSCI Eafe ETF | 0.61% | 16,776 | $1.3M | Reduce -0.7% |
| RTX RTX Corp. | 0.59% | 10,713 | $1.2M | Reduce -1.3% |
| KO The Coca-Cola Co. | 0.59% | 19,742 | $1.2M | Add +6.6% |
| TILT NT Mstar US Ftilt ETF | 0.57% | 5,500 | $1.2M | No change |
| MDLZ Mondelez International Inc. Class A | 0.53% | 18,487 | $1.1M | Add +3.3% |
| WMT Walmart Inc. | 0.52% | 12,093 | $1.1M | Reduce -1.0% |
| VLO Valero Energy Corp. | 0.50% | 8,537 | $1.0M | Reduce -12.2% |
| BLK BlackRock Inc. | 0.50% | 1,013 | $1.0M | Reduce -0.5% |
| ETN Eaton Corp. PLC | 0.47% | 2,946 | $978K | No change |
| VZ Verizon Communications Inc. | 0.46% | 24,098 | $964K | Reduce -0.8% |
| PFE Pfizer Inc. | 0.46% | 35,882 | $952K | Reduce -7.4% |
| SHW The Sherwin-Williams Co. | 0.45% | 2,791 | $949K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.45% | 5,389 | $944K | Reduce -2.8% |
| MAR Marriott International Class A | 0.43% | 3,239 | $903K | Reduce -5.5% |
| UNP Union Pacific Corp. | 0.43% | 3,917 | $893K | Reduce -3.1% |
| CVS CVS Health Corp. | 0.43% | 19,857 | $891K | Reduce -1.2% |
| LOW Lowe's Cos Inc. | 0.42% | 3,523 | $869K | Reduce -4.9% |
| COP Conocophillips | 0.42% | 8,731 | $866K | Add +3.8% |
| AMGN Amgen Inc. | 0.41% | 3,299 | $860K | Reduce -3.3% |
| MRK Merck & Co. Inc. | 0.40% | 8,299 | $826K | Reduce -0.7% |
| KMB Kimberly-Clark Corp. | 0.39% | 6,250 | $819K | Reduce -0.4% |
| AVGO Broadcom Inc. | 0.38% | 3,403 | $789K | Add +21.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.38% | 3,585 | $788K | Reduce -0.8% |
| NRG NRG Energy Inc. | 0.38% | 8,727 | $787K | Add +5.1% |
| PHM Pultegroup Inc. | 0.37% | 7,052 | $768K | Add +5.9% |
| GRMN Garmin Ltd. | 0.37% | 3,715 | $766K | Reduce -1.3% |
| EMR Emerson Electric Co. | 0.36% | 6,090 | $755K | Reduce -4.3% |
| PNC PNC Financial Services Group | 0.35% | 3,830 | $739K | Reduce -1.8% |
| OKE Oneok Inc. | 0.35% | 7,294 | $732K | No change |
| CB Chubb Ltd. | 0.34% | 2,594 | $717K | Add +7.1% |
| CI The Cigna Group | 0.34% | 2,578 | $712K | Add +28.2% |
| ABT Abbott Laboratories | 0.34% | 6,184 | $699K | Reduce -1.5% |
| APD Air Products & Chemicals Inc. | 0.33% | 2,375 | $689K | Reduce -3.1% |
| CBRE CBRE Group Inc. Class A | 0.32% | 5,138 | $675K | Add +5.2% |
| DVY iShares Select Dividend ETF | 0.31% | 4,993 | $656K | Reduce -3.3% |
| LLY Eli Lilly & Co. | 0.31% | 845 | $652K | Add +0.6% |
| USB US Bancorp | 0.30% | 13,165 | $630K | Reduce -12.6% |
| AMD Advanced Micro Devices | 0.30% | 5,177 | $625K | Add +8.9% |
| MO Altria Group Inc. | 0.29% | 11,676 | $611K | Reduce -55.5% |
| NOC Northrop Grumman Corp. | 0.28% | 1,265 | $594K | No change |
| ADBE Adobe Inc. | 0.28% | 1,308 | $582K | Add +10.5% |
| MCHP Microchip Technology Inc. | 0.28% | 10,091 | $579K | Reduce -0.7% |
| ADP Automatic Data Processing | 0.27% | 1,952 | $571K | Reduce -6.0% |
| ITW Illinois Tool Works | 0.27% | 2,251 | $571K | Reduce -6.0% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 12,926 | $569K | Add +2.7% |
| GILD Gilead Sciences Inc. | 0.27% | 6,140 | $567K | Reduce -8.4% |
| ALL Allstate Corp. | 0.27% | 2,919 | $563K | No change |
| LHX L3HARRIS Technologies Inc. | 0.26% | 2,576 | $542K | Reduce -5.8% |
| NVR NVR Inc. | 0.25% | 63 | $515K | No change |
| IVV iShares Core S&P 500 ETF | 0.24% | 852 | $502K | Reduce -4.5% |
| UPS United Parcel Service Class B | 0.23% | 3,872 | $488K | Add +12.4% |
| OHI Omega Healthcare Investors | 0.23% | 12,837 | $486K | Add +27.9% |
Portfolio Sells Q3 2024 → Q4 2024
| ELV Elevance Health Inc. | Reduce -7.3% | 0.87% | −0.44 |
| MO Altria Group Inc. | Reduce -55.5% | 0.29% | −0.34 |
| LMT Lockheed Martin Corp. | Reduce -1.7% | 1.11% | −0.23 |
| UNH Unitedhealth Group Inc. | Reduce -1.0% | 1.43% | −0.22 |
| NEE Nextera Energy Inc. | Reduce -0.1% | 1.21% | −0.20 |
| CE Celanese Corp. | Sold out | 0.00% | −0.18 |
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.17 |
| CVS CVS Health Corp. | Reduce -1.2% | 0.43% | −0.17 |
| REGN Regeneron Pharmaceuticals | Reduce -19.8% | 0.17% | −0.14 |
| VLO Valero Energy Corp. | Reduce -12.2% | 0.50% | −0.12 |
| MSFT Microsoft Corp. | Reduce -1.1% | 5.47% | −0.11 |
| MCHP Microchip Technology Inc. | Reduce -0.7% | 0.28% | −0.11 |
| AMGN Amgen Inc. | Reduce -3.3% | 0.41% | −0.11 |
| PGR Progressive Corp. | Reduce -0.7% | 1.87% | −0.10 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.10 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.10 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.10 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.10 |
| FTCS First Trust Capital Strength | Sold out | 0.00% | −0.10 |
| JNJ Johnson & Johnson | Reduce -1.1% | 0.74% | −0.09 |
| CAT Caterpillar Inc. | Reduce -0.8% | 1.13% | −0.08 |
| HD Home Depot Inc. | Reduce -1.0% | 2.06% | −0.08 |
| PFE Pfizer Inc. | Reduce -7.4% | 0.46% | −0.08 |
| PEP Pepsico Inc. | Reduce -1.1% | 0.62% | −0.07 |
| MCD McDonald's Corp. | Reduce -1.6% | 1.21% | −0.07 |
| EFA iShares MSCI Eafe ETF | Reduce -0.7% | 0.61% | −0.06 |
| GPC Genuine Parts Co. | Reduce -14.9% | 0.16% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -4.9% | 0.42% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -0.8% | 0.46% | −0.06 |
| INTC Intel Corp. | Reduce -6.6% | 0.23% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -0.7% | 0.40% | −0.05 |
| LHX L3HARRIS Technologies Inc. | Reduce -5.8% | 0.26% | −0.05 |
| UNP Union Pacific Corp. | Reduce -3.1% | 0.43% | −0.04 |
| MDT Medtronic PLC | Reduce -9.8% | 0.17% | −0.04 |
| TXT Textron Inc. | Reduce -8.9% | 0.15% | −0.04 |
| TD Toronto-Dominion Bank | Reduce -1.1% | 0.18% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -0.8% | 1.12% | −0.03 |
| KMB Kimberly-Clark Corp. | Reduce -0.4% | 0.39% | −0.03 |
| RTX RTX Corp. | Reduce -1.3% | 0.59% | −0.03 |
| PLD Prologis Inc. | Reduce -5.8% | 0.10% | −0.03 |
| WEC WEC Energy Group Inc. | Reduce -11.5% | 0.17% | −0.02 |
| USB US Bancorp | Reduce -12.6% | 0.30% | −0.02 |
| ITW Illinois Tool Works | Reduce -6.0% | 0.27% | −0.02 |
| AFL Aflac Inc. | Reduce -9.6% | 0.13% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.8% | 0.45% | −0.02 |
| DVY iShares Select Dividend ETF | Reduce -3.3% | 0.31% | −0.02 |
| APD Air Products & Chemicals Inc. | Reduce -3.1% | 0.33% | −0.02 |
| CVX Chevron Corp. | Reduce -1.3% | 0.83% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -1.0% | 0.11% | −0.01 |
| EXC Exelon Corp. | Reduce -5.4% | 0.10% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +0.1% | 2.49% | +0.40 |
| GOOG Alphabet Inc. Class C | Add +1.9% | 2.33% | +0.34 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.7% | 1.84% | +0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +11.3% | 1.31% | +0.17 |
| AVGO Broadcom Inc. | Add +21.6% | 0.38% | +0.15 |
| IBTH iShares Ibonds Dec 2027 Term | New | 0.14% | +0.14 |
| EBAY eBay Inc. | New | 0.13% | +0.13 |
| DIA SS SPDR Dow Jones Indus Avg | Add +8.9% | 1.32% | +0.13 |
| V Visa Inc. Class A | Add +1.7% | 0.81% | +0.12 |
| NXPI NXP Semiconductors NV | New | 0.12% | +0.12 |
| DLR Digital Realty Trust Inc. | New | 0.12% | +0.12 |
| CSCO Cisco Systems Inc. | Add +0.6% | 0.95% | +0.11 |
| QCOM Qualcomm Inc. | New | 0.11% | +0.11 |
| HON Honeywell International Inc. | Add +4.5% | 0.76% | +0.10 |
| BAC Bank of America Corp. | Add +0.8% | 0.84% | +0.10 |
| BMY Bristol-Myers Squibb Co. | Add +3.3% | 0.75% | +0.09 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +92.1% | 0.19% | +0.09 |
| IJH iShares Core S&P Midcap ETF | Add +1.9% | 2.52% | +0.07 |
| CSX CSX Corp. | Add +66.7% | 0.16% | +0.06 |
| CRM Salesforce Inc. | Add +0.8% | 0.22% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 1.13% | +0.04 |
| OHI Omega Healthcare Investors | Add +27.9% | 0.23% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +2.0% | 2.27% | +0.04 |
| CBRE CBRE Group Inc. Class A | Add +5.2% | 0.32% | +0.04 |
| IBTG iShares Ibonds Dec 2026 Term | Add +17.8% | 0.22% | +0.03 |
| EOG EOG Resources Inc. | Add +9.5% | 0.20% | +0.02 |
| NRG NRG Energy Inc. | Add +5.1% | 0.38% | +0.02 |
| CB Chubb Ltd. | Add +7.1% | 0.34% | +0.01 |
| T AT&T Inc. | Add +1.5% | 0.20% | +0.01 |
| UPS United Parcel Service Class B | Add +12.4% | 0.23% | +0.01 |
| CI The Cigna Group | Add +28.2% | 0.34% | +0.01 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +12.0% | 0.11% | +0.01 |
| MET Metlife Inc. | Add +0.4% | 0.83% | +0.01 |
| PM Philip Morris International | Add +0.3% | 1.12% | +0.01 |
| COP Conocophillips | Add +3.8% | 0.42% | −0.00 |
| ORCL Oracle Corp. | Add +0.3% | 0.71% | −0.01 |
| ADBE Adobe Inc. | Add +10.5% | 0.28% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +2.7% | 0.27% | −0.01 |
| STLD Steel Dynamics Inc. | Add +4.8% | 0.71% | −0.03 |
| LLY Eli Lilly & Co. | Add +0.6% | 0.31% | −0.04 |
| KO The Coca-Cola Co. | Add +6.6% | 0.59% | −0.04 |
| XOM Exxon Mobil Corp. | Add +0.8% | 0.96% | −0.07 |
| CMCSA Comcast Corp. Class A | Add +1.3% | 0.76% | −0.07 |
| AMD Advanced Micro Devices | Add +8.9% | 0.30% | −0.07 |
| PHM Pultegroup Inc. | Add +5.9% | 0.37% | −0.08 |
| MDLZ Mondelez International Inc. Class A | Add +3.3% | 0.53% | −0.10 |
| ABBV Abbvie Inc. | Add +0.7% | 1.53% | −0.14 |
| AMAT Applied Materials Inc. | Add +4.4% | 0.87% | −0.15 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 148 | $263.7M | AAPL, MSFT, GOOG, AMAT, JPM |
| Q1 2026 | 143 | $234.5M | AAPL, MSFT, GOOG, JPM, NVDA |
| Q4 2025 | 141 | $237.7M | AAPL, MSFT, GOOG, JPM, NVDA |
| Q3 2025 | 149 | $237.0M | AAPL, MSFT, JPM, NVDA, GOOG |
| Q2 2025 | 145 | $220.4M | AAPL, MSFT, JPM, NVDA, AMZN |
| Q1 2025 | 145 | $203.9M | AAPL, MSFT, JPM, COST, IJH |
| Q4 2024 | 146 | $208.6M | AAPL, MSFT, JPM, IJH, AMZN |
| Q3 2024 | 148 | $211.0M | AAPL, MSFT, JPM, IJH, COST |
| Q2 2024 | 147 | $194.5M | AAPL, MSFT, JPM, IJH, COST |
| Q1 2024 | 149 | $190.2M | AAPL, MSFT, JPM, IJH, HD |