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Avis Graham

@Farmers & Merchants Trust Co Of Chambersburg Pa

Latest period2024 - Q3ReportedManaged Assets$259.661MTotal holdings378
Assets growth rate4.85%Assets growth rate (2-Q avg)3.21%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Farmers & Merchants Trust Co Of Chambersburg Pa's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 378 positions.

Assets under management

The assets under management (AUM) of Farmers & Merchants Trust Co Of Chambersburg Pa over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 259.661M in assets, with a quarterly growth rate of 4.85% and a 2-quarter average growth rate of 3.21%. The portfolio is managed by Avis Graham, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WMTWalmart Inc
Recent Activity
Decreased -9.62%
1.79%
$4.642M
57,491 shares@ $80.75 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 17.76%
1.71%
$4.417M
52,746 shares@ $83.75 avg price
SJNKSpdr Ser Tr
Recent Activity
Increased 19.56%
1.68%
$4.362M
169,385 shares@ $25.76 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -8.48%
1.68%
$4.34M
17,856 shares@ $243.06 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.46%
1.66%
$4.297M
20,378 shares@ $210.87 avg price
BILSpdr Ser Tr
Recent Activity
Increased 21.64%
1.66%
$4.294M
46,775 shares@ $91.81 avg price
CVXChevron Corp New
Recent Activity
Decreased -8.68%
1.53%
$3.947M
26,802 shares@ $147.27 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.6%
1.5%
$3.879M
19,643 shares@ $197.48 avg price
AAPLApple Inc
Recent Activity
Decreased -8.68%
1.5%
$3.876M
16,634 shares@ $233.02 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.95%
1.47%
$3.801M
22,353 shares@ $170.05 avg price