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KATHLEEN VANORMER

@Union Savings Bank

Latest period2024 - Q4ReportedManaged Assets$203.375MTotal holdings290
Assets growth rate-0.3%Assets growth rate (2-Q avg)3.41%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Union Savings Bank's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 290 positions.

Assets under management

The assets under management (AUM) of Union 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 203.375M in assets, with a quarterly growth rate of -0.3% and a 2-quarter average growth rate of 3.41%. The portfolio is managed by KATHLEEN VANORMER, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPHQInvesco S&p 500 Quality Etf
Recent Activity
Increased 12.09%
12.8%
$26.012M
388,123 shares@ $67.02 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
Increased 5.53%
5.59%
$11.363M
19,389 shares@ $586.08 avg price
GVIEtf Ishs Inter Govt Cr Bd
Recent Activity
Increased 231.7%
1.45%
$2.947M
28,277 shares@ $104.23 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 0.23%
1.1%
$2.233M
10,177 shares@ $219.39 avg price
METAMeta Platforms
Recent Activity
Increased 0.05%
0.63%
$1.268M
2,165 shares@ $585.51 avg price
SYKStryker Corp
Recent Activity
Increased 1%
0.56%
$1.138M
3,162 shares@ $360.04 avg price
IWFI Shs Russell 1000 Growth Index G
Recent Activity
Increased 1.99%
0.49%
$992,676
2,472 shares@ $401.57 avg price
ENBEnbridge Inc Npv
Recent Activity
Increased 0.08%
0.44%
$887,751
20,923 shares@ $42.43 avg price
IGSBIshares Short-term Corp Bond
Recent Activity
Increased 94.69%
0.43%
$868,141
16,792 shares@ $51.7 avg price
AGGIshares Core Total U S Bond Market Etf
Recent Activity
Increased 0.45%
0.4%
$809,981
8,359 shares@ $96.9 avg price