Filer Name: HICKORY POINT BANK & TRUST
CIK: 2039144
Period: 2024-12-31
Filed At: 2025-02-05
Number of Holdings: 120
Portfolio Value: $0.11B

Hickory Point Bank & Trust Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
ITOT US ISHARES CORE S&P TOTAL U.S. 142,950 $18M 16.31% - -
SPY US SPDR S&P 500 ETF TRUST 21,993 $13M 11.44% - -
IEFA US ISHARES CORE MSCI EAFE ETF 87,562 $6M 5.46% - -
AGG US ISHARES CORE U.S. AGGREGATE 41,400 $4M 3.56% - -
VGIT US VANGUARD INTERMEDIATE-TERM T 48,110 $3M 2.48% - -
AAPL US APPLE INC 10,340 $3M 2.30% - -
MSFT US MICROSOFT CORP 6,005 $3M 2.25% - -
META US META PLATFORMS INC-CLASS A 4,057 $2M 2.11% - -
NVDA US NVIDIA CORP 16,920 $2M 2.02% - -
VYM US VANGUARD HIGH DVD YIELD ETF 16,112 $2M 1.82% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 3,908 $2M 1.57% - -
VGK US VANGUARD FTSE EUROPE ETF 23,605 $1M 1.32% - -
GOOGL US ALPHABET INC-CL A 7,850 $1M 1.32% - -
AMZN US AMAZON.COM INC 6,435 $1M 1.25% - -
JPM US JPMORGAN CHASE & CO 5,251 $1M 1.12% - -
XOM US EXXON MOBIL CORP 11,469 $1M 1.09% - -
ADM US ARCHER-DANIELS-MIDLAND CO 24,093 $1M 1.08% - -
DIS US WALT DISNEY CO/THE 10,436 $1M 1.03% - -
CVX US CHEVRON CORP 7,583 $1M 0.97% - -
IWM US ISHARES RUSSELL 2000 ETF 4,578 $1M 0.90% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us