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Linda M. Dagilus

@Greenfield Savings Bank

Latest period2024 - Q4ReportedManaged Assets$208.576MTotal holdings146
Assets growth rate-1.13%Assets growth rate (2-Q avg)3.66%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Greenfield Savings Bank's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 146 positions.

Assets under management

The assets under management (AUM) of Greenfield Savings Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 208.576M in assets, with a quarterly growth rate of -1.13% and a 2-quarter average growth rate of 3.66%. The portfolio is managed by Linda M. Dagilus, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IJHIshares Tr
Recent Activity
Increased 1.86%
2.52%
$5.247M
84,208 shares@ $62.31 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.11%
2.5%
$5.203M
23,718 shares@ $219.39 avg price
GOOGAlphabet Inc
Recent Activity
Increased 1.87%
2.33%
$4.85M
25,468 shares@ $190.45 avg price
IJRIshares Tr
Recent Activity
Increased 1.98%
2.27%
$4.727M
41,027 shares@ $115.23 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 5.74%
1.84%
$3.828M
7,487 shares@ $511.23 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.67%
1.54%
$3.194M
17,975 shares@ $177.71 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 8.89%
1.33%
$2.758M
6,482 shares@ $425.5 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 11.29%
1.32%
$2.741M
4,676 shares@ $586.08 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.13%
1.13%
$2.356M
8,130 shares@ $289.81 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 0.26%
1.12%
$2.33M
19,364 shares@ $120.35 avg price