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CIK: 0001997685
Total reported value
$1.3B
$1.3B
551 檔
16.3%
According to the latest 13F quarterly dataset, Arlington Trust Co LLC managed an equity portfolio of $1.3B at the end of Q4 2024, spanning 551 distinct U.S. exchange-listed positions.
In Q4 2024, Arlington Trust Co LLC displayed an active expansion posture, initiating 20 new positions and adding to 78 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 551 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.33% | -0.43% | +29.96% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 11.84% | -0.73% | -1.08% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.54% | -0.52% | -3.17% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.07% | -0.20% | +3.00% | |
| 5 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 4.84% | +0.04% | -0.78% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.47% | +0.22% | +3.16% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.95% | -0.01% | +200.00% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | +0.22% | +1.70% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.38% | +0.03% | +0.59% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.13% | -0.08% | -1.50% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.08% | -0.01% | +0.11% | |
| 12 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 2.05% | -0.12% | -2.56% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | +0.23% | -2.22% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | +0.12% | +0.48% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | -0.03% | -0.52% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | -0.03% | — | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.85% | — | +300.00% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +0.10% | +0.82% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | +0.09% | +2.72% | |
| 20 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.69% | -0.02% | -7.50% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | -0.01% | +11228.40% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | +0.06% | +6.27% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.61% | — | — | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.11% | +0.36% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | +0.08% | -4.87% | |
| 26 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.48% | — | -13.25% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | +3.71% | +15.81% | |
| 28 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.43% | -0.03% | — | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.42% | +0.03% | +1.73% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.08% | -4.71% | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.38% | +0.05% | — | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.36% | — | +15.39% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.35% | -0.01% | +13.23% | |
| 34 | DGP | Db Gold Double Long Etn | ETF-Commodities | 0.35% | — | — | |
| 35 | PGR | Progressive CORP | Stock-Financials | 0.33% | — | +1.31% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | -0.02% | -14.15% | |
| 37 | LPX | Louisiana-pacific CORP | Stock-Industrials | 0.33% | — | — | |
| 38 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.31% | -0.02% | — | |
| 39 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.31% | -0.01% | -9.09% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.30% | -0.01% | +2304.68% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | — | +9.21% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.29% | — | — | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.29% | +0.03% | +1.14% | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.29% | -0.02% | — | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.29% | -0.03% | -0.37% | |
| 46 | QCOM | Qualcomm Inc | Stock-Tech | 0.28% | — | +3.26% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.28% | — | +2.84% | |
| 48 | INTU | Intuit Inc | Stock-Tech | 0.28% | — | +3.36% | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.27% | -0.02% | -1.83% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.27% | +0.02% | +0.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +2.7% | +29.96% | Add |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.7% | +11228.40% | Add |
| 3 | VXUS | Vanguard Total Intl Stock | +0.3% | +2304.68% | Add |
| 4 | AAPL | Apple Inc | +0.2% | +3.16% | Add |
| 5 | AVGO | Broadcom Inc | +0.2% | +0.82% | Add |
| 6 | AMZN | Amazon.com Inc | +0.1% | +0.48% | Add |
| 7 | V | Visa Inc-class A Shares | +0.1% | +6.27% | Add |
| 8 | IWF | Ishares Russell 1000 Growth | +0.1% | NEW | New buy |
| 9 | IWD | Ishares Russell 1000 Value E | +0.1% | +1070.00% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.52% | Trim |
| 11 | WMT | Walmart Inc | +0.1% | +15.81% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | +2.72% | Add |
| 13 | SCHB | Schwab US Broad Market ETF | +0.1% | +281683.33% | Add |
| 14 | NVDA | Nvidia CORP | +0.1% | -2.22% | Trim |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +0.36% | Add |
| 16 | NFLX | Netflix Inc | 0% | +1.57% | Add |
| 17 | WFC 4.25 PERP DDBond | Wells Fargo & Company | 0% | NEW | New buy |
| 18 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 19 | ORCL | Oracle CORP | 0% | +15.39% | Add |
| 20 | PG | Procter & Gamble Co/the | 0% | +42.51% | Add |
| 21 | AXP | American Express Co | 0% | +72.35% | Add |
| 22 | IWM | Ishares Russell 2000 ETF | 0% | +1546.51% | Add |
| 23 | CSCO | Cisco Systems Inc | 0% | +8.12% | Add |
| 24 | DUK | Duke Energy CORP | 0% | +380.42% | Add |
| 25 | TSLA | Tesla Inc | 0% | +20.00% | Add |
| 26 | SCHG | Schwab US Large-cap Growth | 0% | +300.00% | Add |
| 27 | LULU | Lululemon Athletica Inc | 0% | -18.79% | Trim |
| 28 | MLPX | Global X Mlp & Energy Infras | 0% | — | Unchanged |
| 29 | META | Meta Platforms Inc-class A | 0% | +9.21% | Add |
| 30 | ACN | Accenture plc | 0% | +79.83% | Add |
| 31 | BLK | Blackrock Inc | 0% | NEW | New buy |
| 32 | IBM | Intl Business Machines CORP | 0% | +36.27% | Add |
| 33 | UNH | Unitedhealth Group Inc | 0% | +27.57% | Add |
| 34 | DE | Deere & Co | 0% | +101.21% | Add |
| 35 | APD | Air Products & Chemicals Inc | 0% | NEW | New buy |
| 36 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 37 | PNC | Pnc Financial Services Group | 0% | NEW | New buy |
| 38 | XPO | Xpo Inc | 0% | — | Unchanged |
| 39 | CAT | Caterpillar Inc | 0% | +41.53% | Add |
| 40 | HON | Honeywell International Inc | 0% | +57.52% | Add |
| 41 | FDX | Fedex CORP | 0% | +46.84% | Add |
| 42 | CTVA | Corteva Inc | 0% | NEW | New buy |
| 43 | USB | US Bancorp | 0% | NEW | New buy |
| 44 | AMP | Ameriprise Financial Inc | 0% | — | Unchanged |
| 45 | IBIT | Ishares Bitcoin Trust ETF | 0% | +580.00% | Add |
| 46 | ICE | Intercontinental Exchange In | 0% | +102.11% | Add |
| 47 | SHW | Sherwin-williams Co/the | 0% | +92.81% | Add |
| 48 | APO | Apollo Global Management Inc | 0% | +1.50% | Add |
| 49 | GD | General Dynamics CORP | 0% | NEW | New buy |
| 50 | UNP | Union Pacific CORP | 0% | +129.24% | Add |
According to official SEC Form 13F filings, Arlington Trust Co LLC reported a total U.S. public equity portfolio value of $1.3B across 551 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VYM, VEA) accounted for 16.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
IWF
市值: $489.5K
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $111.8K
During Q4 2024, Arlington Trust Co LLC's top holdings by market value included VTI (12.3%)、VYM (11.8%)、VEA (9.5%). The largest single position, VTI, represented 12.3% of total portfolio value.
In Q4 2024, Arlington Trust Co LLC made 145 total portfolio adjustments, initiating 20 new buys, adding to 78 positions, trimming 39 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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