Top 50 Eastern Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GVI | ISHARES TR | 5.02% | 2.74M | $292.8M | +11.16%(+275.55K) | $105.50(+0.61%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.86% | 1.12M | $283.0M | +2.74%(+29.69K) | $160.02(+77.59%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.63% | 1.55M | $269.8M | +1.13%(+17.31K) | $88.06(+123.13%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.98% | 626.9K | $232.1M | -1.59%(-10.10K) | $297.07(+38.48%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.78% | 766.0K | $220.3M | +1.88%(+14.14K) | $123.50(+214.52%) | 2026-03-31 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 2.64% | 2.03M | $154.0M | +93.63%(+982.99K) | $71.93(+10.23%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.63% | 2.39M | $152.9M | -1.67%(-40.45K) | $51.26(+34.57%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.6% | 489.9K | $151.6M | -9.63%(-52.20K) | $97.83(+336.86%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.51% | 703.1K | $146.4M | -0.65%(-4.57K) | $133.23(+105.32%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.27% | 202.9K | $132.5M | +5.03%(+9.72K) | $572.81(+26.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.45% | +70.45% |
| Top 20 Holdings Unweighted | +19.88% | +72.27% |
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