ESL Trust Services, LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, ESL Trust Services, LLC maintained a portfolio of 327 distinct positions. They heavily accumulated shares in ISHARES CORE S&P 500, increasing their position by 71.8%. Conversely, ESL Trust Services, LLC completely exited their position in JPMORGAN EQUITY PREM.
PCA Score Concentration Risk
Risk ENB
Total Positions
327
Quarter
2025 Q4
Top Holding
IVV (26.5%)
Top 10 Concentration
91.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 327
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IVV
ISHARES CORE S&...
ETF 26.48% 15.39% #1
Prev: #1
10.0 84,201 71.8%
P
S
201,392 $137,941,442 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVLV
AVANTIS US LARG...
ETF 11.95% 0.79% #2 10
Prev: #12
7.1 765,634 1372.2%
P
S
821,432 $62,239,906 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVDE
AVANTIS INTL EQ...
ETF 11.77% 11.21% #3
Prev: #3
6.7 20,659 2.9%
P
S
744,966 $61,325,601 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VIGI
VANGUARD INTERN...
ETF 9.46% 9.12% #4
Prev: #4
5.8 20,106 3.9%
P
S
539,074 $49,298,321 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XSOE
WISDOMTREE EM M...
ETF 7.17% 7.13% #5 2
Prev: #7
2.9 no change no change
P
S
957,475 $37,360,676 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GQRE
FLEXSHARES GLOB...
ETF 6.88% 7.09% #6 2
Prev: #8
4.8 16,404 2.8%
P
S
609,395 $35,868,989 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FALN
ISHARES FALN AN...
ETF 6.54% 6.10% #7 2
Prev: #9
4.7 130,297 11.7%
P
S
1,248,458 $34,082,907 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IJH
ISHARES CORE S&...
ETF 6.15% 8.06% #8 2
Prev: #6
2.5 -144,107 -22.9%
P
S
485,148 $32,019,768 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IJR
ISHARES CORE S&...
ETF 3.93% 4.98% #9 1
Prev: #10
1.6 -43,024 -20.2%
P
S
170,454 $20,485,163 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BIV
VANGUARD INTERM...
ETF 1.22% 1.08% #10 1
Prev: #11
2.5 11,389 16.2%
P
S
81,568 $6,352,517 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYG
STATE STREET SP...
Unknown 0.60% 12.79% #11 9
Prev: #2
0.5 -594,084 -95.3%
P
S
29,513 $3,149,042 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JMTG
JPMORGAN MORTGA...
Unknown 0.45% 0.43% #12 1
Prev: #13
2.2 2,945 6.8%
P
S
46,238 $2,360,906 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QLTA
ISHARES AAA - A...
ETF 0.34% 0.32% #13 1
Prev: #14
2.2 3,337 9.8%
P
S
37,345 $1,795,921 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHD
SCHWAB US DIVID...
ETF 0.34% 8.83% #14 9
Prev: #5
0.4 -1,584,468 -96.1%
P
S
64,113 $1,758,621 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 (M...
ETF 0.33% 0.28% #15
Prev: #15
2.2 424 19.9%
P
S
2,553 $1,740,941 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VWO
VANGUARD EMERGI...
ETF 0.28% 0.26% #16
Prev: #16
2.2 3,231 13.3%
P
S
27,566 $1,481,950 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD TOTAL ...
ETF 0.28% 0.22% #17 1
Prev: #18
2.2 1,028 30.5%
P
S
4,403 $1,476,198 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SONY
SONY CORP
Unknown 0.21% 0.24% #18 1
Prev: #17
0.1 no change no change
P
S
43,000 $1,100,800 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NKE
NIKE INC
Unknown 0.19% 0.21% #19
Prev: #19
0.1 no change no change
P
S
15,500 $987,505 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EFA
ISHARES MSCI EA...
ETF 0.19% 0.17% #20 2
Prev: #22
2.1 892 9.5%
P
S
10,244 $983,731 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Unknown 0.18% 0.20% #21 1
Prev: #20
0.1 no change no change
P
S
1,937 $936,772 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBM
INTERNATIONAL B...
Unknown 0.18% 0.17% #22 1
Prev: #21
0.1 -11 -0.4%
P
S
3,086 $914,104 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JP MORGAN CHASE...
Unknown 0.16% 0.16% #23
Prev: #23
0.1 -28 -1.1%
P
S
2,563 $825,851 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES RUSSELL...
ETF 0.14% 0.13% #24
Prev: #24
2.1 96 6.9%
P
S
1,492 $706,165 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JNJ
JOHNSON & JOHNS...
Unknown 0.13% 0.12% #25
Prev: #25
0.1 -21 -0.7%
P
S
3,150 $651,893 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JEPI
JPMORGAN EQUITY...
ETF 0.00% 0.01%
Sold All 😨
(Was: #144)
0.3 -750 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JPIE
JPMORGAN INCM E...
ETF 0.00% 0.01%
Sold All 😨
(Was: #153)
0.3 -750 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #167)
0.3 -1,040 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PHO
INVESCO WATER R...
ETF 0.00% 0.01%
Sold All 😨
(Was: #169)
0.3 -400 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WPC
W P CAREY INC
Unknown 0.00% 0.01%
Sold All 😨
(Was: #173)
0.3 -400 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PPL
PPL CORP
Unknown 0.00% 0.00%
Sold All 😨
(Was: #180)
0.3 -600 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PFFD
GLOBAL X FDS US...
ETF 0.00% 0.00%
Sold All 😨
(Was: #198)
0.3 -850 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PFF
ISHARES US PREF...
Preferred 0.00% 0.00%
Sold All 😨
(Was: #210)
0.3 -350 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MET
METLIFE INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #219)
0.3 -100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FE
FIRSTENERGY COR...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #222)
0.3 -162 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SAFT
SAFETY INSURANC...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #225)
0.3 -100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CZNC
CITIZENS & NORT...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #230)
0.3 -300 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IMO
IMPERIAL OIL LT...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #231)
0.3 -65 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BCE
BCE INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #233)
0.3 -200 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EQNR
EQUINOR ASA SPO...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #234)
0.3 -175 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FISI
FINANCIAL INSTN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #235)
0.3 -150 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMT
AMERICAN TOWER ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #237)
0.3 -21 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TSM
TAIWAN SEMICOND...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #239)
0.3 -14 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MCK
MCKESSON CORP
Unknown 0.00% 0.00%
Sold All 😨
(Was: #241)
0.3 -5 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
USB
US BANCORP DEL
Unknown 0.00% 0.00%
Sold All 😨
(Was: #242)
0.3 -79 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PNC
PNC FINANCIAL S...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #243)
0.3 -19 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HLN
HALEON PLC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #245)
0.3 -395 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPG
SIMON PROPERTY ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #246)
0.3 -18 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WSO
WATSCO INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #247)
0.3 -8 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SAP
SAP AKTIENGESEL...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #248)
0.3 -12 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PGF
INVESCO FINL PF...
ETF 0.00% 0.00%
Sold All 😨
(Was: #249)
0.3 -200 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PBI
PITNEY BOWES IN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #250)
0.3 -250 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LRCX
LAM RESEARCH CO...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #252)
0.3 -21 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UNH
UNITEDHEALTH GR...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #253)
0.3 -8 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CCI
CROWN CASTLE IN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #255)
0.3 -27 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ODP
THE ODP CORP
Unknown 0.00% 0.00%
Sold All 😨
(Was: #256)
0.3 -91 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LOW
LOWES COMPANIES...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #257)
0.3 -10 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BTI
BRITISH AMERICA...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #259)
0.3 -42 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GFL
GFL ENVIRONMENT...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #260)
0.3 -40 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CI
THE CIGNA GROUP
Unknown 0.00% 0.00%
Sold All 😨
(Was: #261)
0.3 -6 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KDP
KEURIG DR PEPPE...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #262)
0.3 -67 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CNP
CENTERPOINT ENE...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #263)
0.3 -44 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CAH
CARDINAL HEALTH...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #264)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SNY
SANOFI
Unknown 0.00% 0.00%
Sold All 😨
(Was: #265)
0.3 -33 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DCI
DONALDSON INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #266)
0.3 -19 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
Unknown 0.00% 0.00%
Sold All 😨
(Was: #267)
0.3 -2 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NTRS
NORTHERN TRUST ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #268)
0.3 -11 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMAT
APPLIED MATERIA...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #269)
0.3 -7 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OLN
OLIN CORP
Unknown 0.00% 0.00%
Sold All 😨
(Was: #270)
0.3 -53 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CEG
CONSTELLATION E...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #271)
0.3 -4 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MMC
MARSH & MCLENNA...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #275)
0.3 -6 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EIX
EDISON INTERNAT...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #276)
0.3 -21 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EL
LAUDER ESTEE CO...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #277)
0.3 -13 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NXPI
NXP SEMICONDUCT...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #278)
0.3 -5 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ETN
EATON CORP PLC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #280)
0.3 -3 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GILD
GILEAD SCIENCES...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #281)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STT
STATE STREET CO...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #282)
0.3 -9 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RPRX
ROYALTY PHARMA ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #283)
0.3 -28 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTAL S A
Unknown 0.00% 0.00%
Sold All 😨
(Was: #284)
0.3 -16 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ALSN
ALLISON TRANSMI...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #285)
0.3 -11 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TGT
TARGET CORP
Unknown 0.00% 0.00%
Sold All 😨
(Was: #287)
0.3 -10 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JCI
JOHNSON CTLS IN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #288)
0.3 -7 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ADI
ANALOG DEVICES ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #289)
0.3 -3 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FDX
FEDEX CORP SR N...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #291)
0.3 -3 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INTU
INTUIT
Unknown 0.00% 0.00%
Sold All 😨
(Was: #292)
0.3 -1 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SUI
SUN COMMUNITIES...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #293)
0.3 -5 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DHR
DANAHER CORP
Unknown 0.00% 0.00%
Sold All 😨
(Was: #294)
0.3 -3 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MTB
M & T BANK CORP
Unknown 0.00% 0.00%
Sold All 😨
(Was: #295)
0.3 -3 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PLD
PROLOGIS INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #296)
0.3 -5 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CDW
CDW CORP
Unknown 0.00% 0.00%
Sold All 😨
(Was: #298)
0.3 -3 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UNP
UNION PAC CORP
Unknown 0.00% 0.00%
Sold All 😨
(Was: #299)
0.3 -2 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NTR
NUTRIEN LTD COM
Unknown 0.00% 0.00%
Sold All 😨
(Was: #300)
0.3 -8 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BHP
BHP GROUP LIMIT...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #301)
0.3 -8 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
G
GENPACT LIMITED
Unknown 0.00% 0.00%
Sold All 😨
(Was: #304)
0.3 -7 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PSA
PUBLIC STORAGE
Unknown 0.00% 0.00%
Sold All 😨
(Was: #306)
0.3 -1 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LYB
LYONDELLBASELL ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #308)
0.3 -5 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
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