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PLIMOTH TRUST CO LLC13F | |
| PLIMOTH TRUST CO LLC | |
| Last update 2025-04-21 | 160 Stocks (6 new) |
| Value $384.00 Mil | Turnover 6 % |
PLIMOTH TRUST CO LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 107,351 | 23,845.9 | -3.14% | 6.210 | -0.22% | 0.000 | -7.51% | -17.87% | 3,064,383.4 | Hardware | |
MSFT | Microsoft Corp | 54,615 | 20,501.9 | +5.79% | 5.340 | +0.29% | 0.000 | +32.75% | +18.46% | 3,697,021.6 | Software | |
NVDA | NVIDIA Corp | 133,436 | 14,461.8 | +12.60% | 3.770 | +0.42% | 0.000 | +45.78% | +17.67% | 3,852,990.1 | Semiconductors | |
AMZN | Amazon.com Inc | 62,900 | 11,967.4 | -0.17% | 3.120 | -0.01% | 0.000 | +15.31% | 0% | 2,329,121.6 | Retail - Cyclical | |
JPM | JPMorgan Chase & Co | 45,798 | 11,234.3 | -3.03% | 2.930 | -0.09% | 0.000 | +18.91% | +22.32% | 805,687.3 | Banks | |
GOOGL | Alphabet Inc | 64,591 | 9,988.4 | -3.63% | 2.600 | -0.12% | 0.000 | +14.10% | -6.68% | 2,144,839.7 | Interactive Media | |
XOM | Exxon Mobil Corp | 60,418 | 7,185.5 | +23.32% | 1.870 | +0.35% | 0.000 | -8.52% | +2.04% | 464,579.1 | Oil & Gas | |
V | Visa Inc | 20,370 | 7,138.9 | -3.95% | 1.860 | -0.07% | 0.000 | +1.48% | +12.72% | 693,590.3 | Credit Services | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 70,226 | 6,946.8 | -8.28% | 1.810 | -0.16% | 0.010 | +1.27% | +4.05% | 129,208.6 | ||
WMT | Walmart Inc | 77,547 | 6,807.9 | -13.52% | 1.770 | -0.28% | 0.000 | +11.65% | +8.78% | 780,325.3 | Retail - Defensive |
PLIMOTH TRUST CO LLC's Historical Top Holdings Breakdowns
PLIMOTH TRUST CO LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AVGO | Broadcom Inc | 2025-03-31 | New Buy New Buy | +0.75% | 167.43 ($211.65) 244.7 | $275.65 | 30.24% | New holding | 17,096 | 17,096 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +0.60% | 576.36 ($645.17) 736.67 | $738.09 | 14.40% | Add 254.65% | 5,568 | 3,998 | |
LLY | Eli Lilly and Co | 2025-03-31 | Add Add | +0.55% | 725.72 ($832.09) 929.72 | $779.53 | -6.32% | Add 48.23% | 7,813 | 2,542 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.42% | 106.98 ($126.74) 149.43 | $157.99 | 24.66% | Add 12.6% | 133,436 | 14,936 | |
VNQ | Vanguard Real Estate Index Fund ETF | 2025-03-31 | Reduce Reduce | -0.40% | 85.55 ($90.76) 94.34 | $89.06 | -1.87% | Reduce -25.26% | 52,309 | -17,680 | |
CI | The Cigna Group | 2025-03-31 | New Buy New Buy | +0.38% | 274.49 ($301.26) 329 | $330.58 | 9.73% | New holding | 4,476 | 4,476 | |
CRM | Salesforce Inc | 2025-03-31 | Reduce Reduce | -0.38% | 268.36 ($311.03) 359.95 | $272.69 | -12.33% | Reduce -19.58% | 18,297 | -4,456 | |
INTC | Intel Corp | 2025-03-31 | Reduce Reduce | -0.36% | 19.1 ($21.88) 27.39 | $22.40 | 2.38% | Reduce -72.91% | 26,476 | -71,264 | |
XOM | Exxon Mobil Corp | 2025-03-31 | Add Add | +0.35% | 105.44 ($110.59) 118.93 | $107.80 | -2.52% | Add 23.32% | 60,418 | 11,425 | |
CVS | CVS Health Corp | 2025-03-31 | Reduce Reduce | -0.29% | 44.22 ($59.84) 68.64 | $68.98 | 15.27% | Reduce -83.11% | 5,060 | -24,901 |
PLIMOTH TRUST CO LLC Total Holding History ($B)
PLIMOTH TRUST CO LLC's Asset Allocation
PLIMOTH TRUST CO LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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PLIMOTH TRUST CO LLC's Hypothetical Growth since 2025-03-31
PLIMOTH TRUST CO LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PLIMOTH TRUST CO LLC's Holdings Heat Map
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PLIMOTH TRUST CO LLC's Holdings Bubble Chart
PLIMOTH TRUST CO LLC News
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