0001770710-24-000002.txt : 20240410 0001770710-24-000002.hdr.sgml : 20240410 20240410113640 ACCESSION NUMBER: 0001770710-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240410 DATE AS OF CHANGE: 20240410 EFFECTIVENESS DATE: 20240410 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Enterprise Bank & Trust Co CENTRAL INDEX KEY: 0001770710 ORGANIZATION NAME: IRS NUMBER: 042993547 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19476 FILM NUMBER: 24834673 BUSINESS ADDRESS: STREET 1: 222 MERRIMACK STREET CITY: LOWELL STATE: MA ZIP: 01852 BUSINESS PHONE: 978-459-9000 MAIL ADDRESS: STREET 1: 222 MERRIMACK STREET CITY: LOWELL STATE: MA ZIP: 01852 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false true 0001770710 XXXXXXXX 03-31-2024 03-31-2024 Enterprise Bank & Trust Co
222 MERRIMACK STREET LOWELL MA 01852
13F HOLDINGS REPORT 028-19476 N
Patrick Connerty Senior Vice President 978-656-5615 Patrick Connerty Lowell MA 04-10-2024 1 124 291282218 false 1 0001018399 ENTERPRISE BANCORP INC /MA/
INFORMATION TABLE 2 13F-HR-03.31.2024.xml 03-31-2024 SEC FORM 13F FILING ACCENTURE PLC IRELANDSHS CLASS AG1151C1013138900 9056 SH SOLE 9056 0 0 LINDE PLCSHSG54950103324095 698 SH SOLE 698 0 0 ABBOTT LABSCOM0028241003221579 28344 SH SOLE 28344 0 0 ABBVIE INCCOM00287Y109433216 2379 SH SOLE 2379 0 0 ADOBE INCCOM00724F1011087413 2155 SH SOLE 2155 0 0 ALPHABET INCCAP STK CL C02079K1072414082 15855 SH SOLE 15855 0 0 ALPHABET INCCAP STK CL A02079K3056700537 44395 SH SOLE 44395 0 0 AMAZON COM INCCOM0231351067921388 43915 SH SOLE 43915 0 0 AMERICAN TOWER CORP NEWCOM03027X1002043278 10341 SH SOLE 10341 0 0 ANALOG DEVICES INCCOM0326541051782879 9014 SH SOLE 9014 0 0 ELEVANCE HEALTH INCCOM036752103229195 442 SH SOLE 442 0 0 APPLE INCCOM03783310011767986 68626 SH SOLE 68626 0 0 BANK AMERICA CORPCOM060505104594320 15673 SH SOLE 15673 0 0 BANK MONTREAL QUECOM063671101285226 2920 SH SOLE 2920 0 0 BANK NOVA SCOTIA HALIFAXCOM064149107205929 3977 SH SOLE 3977 0 0 BAR HBR BANKSHARESCOM0668491001031317 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ETF464288513493663 6351 SH SOLE 6351 0 0 ISHARES TRMBS ETF464288588229664 2485 SH SOLE 2485 0 0 JPMORGAN CHASE & COCOM46625H1005821920 29066 SH SOLE 29066 0 0 JOHNSON & JOHNSONCOM478160104841571 5320 SH SOLE 5320 0 0 LAM RESEARCH CORPCOM512807108242893 250 SH SOLE 250 0 0 LAUDER ESTEE COS INCCL A518439104755797 4903 SH SOLE 4903 0 0 ELI LILLY & COCOM5324571085705559 7334 SH SOLE 7334 0 0 MARSH & MCLENNAN COS INCCOM5717481021981116 9618 SH SOLE 9618 0 0 MASCO CORPCOM5745991061488387 18869 SH SOLE 18869 0 0 MASTERCARD INCORPORATEDCL A57636Q1043285752 6823 SH SOLE 6823 0 0 MCDONALDS CORPCOM5801351011185318 4204 SH SOLE 4204 0 0 MERCK & CO INCCOM58933Y105768609 5825 SH SOLE 5825 0 0 METLIFE INCCOM59156R108297774 4018 SH SOLE 4018 0 0 MICROSOFT CORPCOM59491810415035271 35737 SH SOLE 35737 0 0 MICROCHIP TECHNOLOGY INC.COM595017104200592 2236 SH SOLE 2236 0 0 MONDELEZ INTL INCCL A6092071051626170 23231 SH SOLE 23231 0 0 MOTOROLA SOLUTIONS INCCOM NEW6200763071395071 3930 SH SOLE 3930 0 0 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SOLE 32790 0 0 SCHWAB CHARLES CORPCOM808513105660247 9127 SH SOLE 9127 0 0 SELECT SECTOR SPDR TRCOMMUNICATION81369Y852362570 4440 SH SOLE 4440 0 0 STRYKER CORPORATIONCOM863667101261245 730 SH SOLE 730 0 0 TJX COS INC NEWCOM8725401093290065 32440 SH SOLE 32440 0 0 TEXAS INSTRS INCCOM882508104560085 3215 SH SOLE 3215 0 0 TEXAS PACIFIC LAND CORPORATICOM88262P102425205 735 SH SOLE 735 0 0 THERMO FISHER SCIENTIFIC INCCOM8835561022839211 4885 SH SOLE 4885 0 0 TORONTO DOMINION BK ONTCOM NEW891160509460216 7622 SH SOLE 7622 0 0 TRANSUNIONCOM89400J107510720 6400 SH SOLE 6400 0 0 UNION PAC CORPCOM9078181082741136 11146 SH SOLE 11146 0 0 UNITEDHEALTH GROUP INCCOM91324P1024430039 8955 SH SOLE 8955 0 0 VALERO ENERGY CORPCOM91913Y100308949 1810 SH SOLE 1810 0 0 VANECK ETF TRUSTGOLD MINERS ETF92189F106290904 9200 SH SOLE 9200 0 0 VANECK ETF TRUSTJUNIOR GOLD MINE92189F791313135 8083 SH SOLE 8083 0 0 VANGUARD BD INDEX FDSTOTAL BND MRKT921937835479431 6601 SH SOLE 6601 0 0 VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT9219438581242009 24756 SH SOLE 24756 0 0 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428581407691 33701 SH SOLE 33701 0 0 VANGUARD SCOTTSDALE FDSVNG RUS2000IDX92206C664584958 6877 SH SOLE 6877 0 0 VANGUARD INDEX FDSS&P 500 ETF SHS9229083631204154 2505 SH SOLE 2505 0 0 VANGUARD INDEX FDSREAL ESTATE ETF92290855312900395 149172 SH SOLE 149172 0 0 VANGUARD INDEX FDSGROWTH ETF922908736283965 825 SH SOLE 825 0 0 VANGUARD INDEX FDSVALUE ETF922908744316600 1944 SH SOLE 1944 0 0 VERIZON COMMUNICATIONS INCCOM92343V104404830 9648 SH SOLE 9648 0 0 VERISK ANALYTICS INCCOM92345Y106473817 2010 SH SOLE 2010 0 0 VISA INCCOM CL A92826C8393192396 11439 SH SOLE 11439 0 0 WALMART INCCOM931142103295314 4908 SH SOLE 4908 0 0