Filed: 1/30/2025ACC: 0001697375-25-000001
📋 What this filing means
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA filed this quarterly 13F‑HR report disclosing 385 equity positions with a total reported market value of $264.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
385
Positions
$264.4K
Total AUM (reported)
2.78M
Total Shares
Allocation by class
COM$104.7K39.6%
INTERMED TERM$23.0K8.7%
20 YR TR BD ETF$9.3K3.5%
SM CP VAL ETF$6.8K2.6%
ENHANCED INTL$6.7K2.5%
SML CP GRW ETF$6.6K2.5%
MCAP VL IDXVIP$6.3K2.4%
Portfolio Concentration
Top 3$39.1K14.8%
4–10$43.5K16.4%
11–25$64.7K24.5%
Rest$117.2K44.3%
Top 3 weight
14.8%
Top 10 weight
31.2%
Voting Authority Distribution
Total shares with voting rights: 2.78M
Sole
Full voting authority
2.78M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole385
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings385
Rows:
Vanguard Bd Index Fds
SOLEShares307.17K
TypeSH
Market value$23.0K
8.68%
Sole
307.17K
Shared
0.00
None
0.00
iShares Tr
SOLEShares106.99K
TypeSH
Market value$9.3K
3.53%
Sole
106.99K
Shared
0.00
None
0.00
Vanguard Index Fds
SOLEShares34.17K
TypeSH
Market value$6.8K
2.56%
Sole
34.17K
Shared
0.00
None
0.00
Fidelity Covington Trust
SOLEShares244.76K
TypeSH
Market value$6.7K
2.55%
Sole
244.76K
Shared
0.00
None
0.00
Vanguard Index Fds
SOLEShares23.47K
TypeSH
Market value$6.6K
2.49%
Sole
23.47K
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares48.48K
TypeSH
Market value$6.5K
2.46%
Sole
48.48K
Shared
0.00
None
0.00
Vanguard Index Fds
SOLEShares39.10K
TypeSH
Market value$6.3K
2.39%
Sole
39.10K
Shared
0.00
None
0.00
Vanguard Index Fds
SOLEShares24.19K
TypeSH
Market value$6.1K
2.32%
Sole
24.19K
Shared
0.00
None
0.00
SPDR Bloomberg 1-3 Month T-Bill ETF
SOLEShares62.09K
TypeSH
Market value$5.7K
2.15%
Sole
62.09K
Shared
0.00
None
0.00
iShares Tr
SOLEShares105.05K
TypeSH
Market value$5.5K
2.08%
Sole
105.05K
Shared
0.00
None
0.00
Vanguard Scottsdale Fds
SOLEShares68.03K
TypeSH
Market value$5.5K
2.07%
Sole
68.03K
Shared
0.00
None
0.00
SPDR Ser Tr
SOLEShares211.58K
TypeSH
Market value$5.3K
2.02%
Sole
211.58K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares12.45K
TypeSH
Market value$5.2K
1.99%
Sole
12.45K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares20.93K
TypeSH
Market value$4.9K
1.83%
Sole
20.93K
Shared
0.00
None
0.00
JPMorgan Chase & Co.
SOLEShares20.15K
TypeSH
Market value$4.8K
1.83%
Sole
20.15K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares53.09K
TypeSH
Market value$4.8K
1.81%
Sole
53.09K
Shared
0.00
None
0.00
SPDR Gold Tr
SOLEShares19.34K
TypeSH
Market value$4.7K
1.77%
Sole
19.34K
Shared
0.00
None
0.00
Apple Inc
SOLEShares16.68K
TypeSH
Market value$4.2K
1.58%
Sole
16.68K
Shared
0.00
None
0.00
Visa Inc
SOLEShares12.46K
TypeSH
Market value$3.9K
1.49%
Sole
12.46K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares20.32K
TypeSH
Market value$3.8K
1.46%
Sole
20.32K
Shared
0.00
None
0.00
Select Sector SPDR Tr
SOLEShares77.77K
TypeSH
Market value$3.8K
1.42%
Sole
77.77K
Shared
0.00
None
0.00
Chevron Corp New
SOLEShares24.77K
TypeSH
Market value$3.6K
1.36%
Sole
24.77K
Shared
0.00
None
0.00
Amazon Com Inc
SOLEShares15.44K
TypeSH
Market value$3.4K
1.28%
Sole
15.44K
Shared
0.00
None
0.00
Dicks Sporting Goods Inc
SOLEShares14.79K
TypeSH
Market value$3.4K
1.28%
Sole
14.79K
Shared
0.00
None
0.00
Abbvie Inc
SOLEShares19K
TypeSH
Market value$3.4K
1.28%
Sole
19K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Bd Index FdsSOLE | INTERMED TERM | 307.17K | SH | $23.0K 8.68% | 307.17K | 0.00 | 0.00 |
iShares TrSOLE | 20 YR TR BD ETF | 106.99K | SH | $9.3K 3.53% | 106.99K | 0.00 | 0.00 |
Vanguard Index FdsSOLE | SM CP VAL ETF | 34.17K | SH | $6.8K 2.56% | 34.17K | 0.00 | 0.00 |
Fidelity Covington TrustSOLE | ENHANCED INTL | 244.76K | SH | $6.7K 2.55% | 244.76K | 0.00 | 0.00 |
Vanguard Index FdsSOLE | SML CP GRW ETF | 23.47K | SH | $6.6K 2.49% | 23.47K | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 48.48K | SH | $6.5K 2.46% | 48.48K | 0.00 | 0.00 |
Vanguard Index FdsSOLE | MCAP VL IDXVIP | 39.10K | SH | $6.3K 2.39% | 39.10K | 0.00 | 0.00 |
Vanguard Index FdsSOLE | MCAP GR IDXVIP | 24.19K | SH | $6.1K 2.32% | 24.19K | 0.00 | 0.00 |
SPDR Bloomberg 1-3 Month T-Bill ETFSOLE | BLOOMBERG 1-3 MO | 62.09K | SH | $5.7K 2.15% | 62.09K | 0.00 | 0.00 |
iShares TrSOLE | EAFE VALUE ETF | 105.05K | SH | $5.5K 2.08% | 105.05K | 0.00 | 0.00 |
Vanguard Scottsdale FdsSOLE | INT-TERM CORP | 68.03K | SH | $5.5K 2.07% | 68.03K | 0.00 | 0.00 |
SPDR Ser TrSOLE | BLOOMBERG SHT TE | 211.58K | SH | $5.3K 2.02% | 211.58K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 12.45K | SH | $5.2K 1.99% | 12.45K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 20.93K | SH | $4.9K 1.83% | 20.93K | 0.00 | 0.00 |
JPMorgan Chase & Co.SOLE | COM | 20.15K | SH | $4.8K 1.83% | 20.15K | 0.00 | 0.00 |
Walmart IncSOLE | COM | 53.09K | SH | $4.8K 1.81% | 53.09K | 0.00 | 0.00 |
SPDR Gold TrSOLE | GOLD SHS | 19.34K | SH | $4.7K 1.77% | 19.34K | 0.00 | 0.00 |
Apple IncSOLE | COM | 16.68K | SH | $4.2K 1.58% | 16.68K | 0.00 | 0.00 |
Visa IncSOLE | COM CL A | 12.46K | SH | $3.9K 1.49% | 12.46K | 0.00 | 0.00 |
Alphabet IncSOLE | CAP STK CL A | 20.32K | SH | $3.8K 1.46% | 20.32K | 0.00 | 0.00 |
Select Sector SPDR TrSOLE | FINANCIAL | 77.77K | SH | $3.8K 1.42% | 77.77K | 0.00 | 0.00 |
Chevron Corp NewSOLE | COM | 24.77K | SH | $3.6K 1.36% | 24.77K | 0.00 | 0.00 |
Amazon Com IncSOLE | COM | 15.44K | SH | $3.4K 1.28% | 15.44K | 0.00 | 0.00 |
Dicks Sporting Goods IncSOLE | COM | 14.79K | SH | $3.4K 1.28% | 14.79K | 0.00 | 0.00 |
Abbvie IncSOLE | COM | 19K | SH | $3.4K 1.28% | 19K | 0.00 | 0.00 |
Page 1 of 16
…