ADIRONDACK TRUST CO 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AT ADIRONDACK TRUST CO | Institutional Filer | ▼ 2.10% | $297.6M | 544 |
Current Portfolio Holdings
Showing all 544 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 57K | $36.9M | 12.38% |
| 2 | AAPL | Apple Inc. | Technology | 65K | $16.4M | 5.52% |
| 3 | NVDA | NVIDIA Corporation | Technology | 88K | $15.3M | 5.14% |
| 4 | VTHR | ETF VANGUARD RUSSELL 3000 | — | 33K | $9.4M | 3.15% |
| 5 | MSFT | Microsoft Corporation | Technology | 24K | $8.8M | 2.96% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 37K | $7.7M | 2.60% |
| 7 | JPM | JPMorgan Chase & Co. | Financial Services | 20K | $5.9M | 1.99% |
| 8 | MDY | S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF | — | 10K | $5.9M | 1.99% |
| 9 | CAT | Caterpillar Inc. | Industrials | 8K | $5.4M | 1.80% |
| 10 | IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | — | 244K | $5.1M | 1.72% |
| 11 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | — | 11K | $4.9M | 1.64% |
| 12 | JNJ | Johnson & Johnson | Healthcare | 20K | $4.9M | 1.64% |
| 13 | BRKB | BERKSHIRE HATHAWAY INC. DEL CLASS B | — | 9K | $4.2M | 1.41% |
| 14 | IJR | ISHARES CORE S&P SMALL-CAP ETF | — | 32K | $4.0M | 1.34% |
| 15 | XOM | Exxon Mobil Corporation | Energy | 23K | $3.9M | 1.31% |
Showing 1 to 15 of 544 holdings