13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001310658
Total reported value
$1.2B
$1.2B
216 檔
22.1%
In Q1 2024, Ledyard National Bank's U.S. equity holdings reached a combined market value of $1.2B, distributed across 216 disclosed stock positions.
During Q1 2024, Ledyard National Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 216 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 6.47% | +0.11% | +5.80% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.80% | +0.16% | +16.26% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.27% | -0.28% | -3.24% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.61% | +0.05% | -3.66% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.45% | -0.13% | +5.93% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.17% | +0.22% | -6.91% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 2.09% | -2.04% | +10.66% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.85% | +0.20% | +3.68% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.83% | -0.02% | -2.90% | |
| 10 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.78% | -0.03% | -5.47% | |
| 11 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 1.76% | +0.09% | -1.25% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.75% | +0.05% | -3.58% | |
| 13 | KR | Kroger Co | Stock-Consumer Staples | 1.65% | -0.36% | -3.63% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.62% | -0.03% | +0.10% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.60% | +0.24% | -2.29% | |
| 16 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.59% | -0.08% | +4.12% | |
| 17 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 1.42% | — | -0.17% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.41% | -0.08% | -4.70% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.39% | -0.02% | -2.92% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.37% | -0.08% | +2.63% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.33% | -0.06% | -4.22% | |
| 22 | IQLT | Ishares Msci International Q | ETF-Other | 1.31% | -0.04% | +4.73% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 1.31% | +0.40% | -5.01% | |
| 24 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.30% | — | -3.04% | |
| 25 | ETN | Eaton Corporation plc | Stock-Industrials | 1.27% | +0.02% | -11.64% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.26% | +0.03% | -1.48% | |
| 27 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.07% | -0.23% | +5.02% | |
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.06% | -0.15% | -3.76% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-Other | 1.05% | +0.03% | -0.16% | |
| 30 | QDF | Flexshares Quality Dividend | ETF-Other | 1.03% | +0.03% | -1.42% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.00% | -0.04% | +8.87% | |
| 32 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.98% | -0.02% | -6.91% | |
| 33 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.96% | -0.10% | -4.07% | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 0.95% | -0.09% | -6.15% | |
| 35 | ACN | Accenture plc | Stock-Tech | 0.90% | -0.14% | -6.42% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.89% | -0.06% | +0.11% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -0.07% | -2.34% | |
| 38 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.87% | -0.03% | +1.70% | |
| 39 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.86% | -0.12% | +5.68% | |
| 40 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.79% | +0.06% | +11.57% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.77% | — | -5.20% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.77% | -0.29% | -1.85% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.77% | -0.78% | EXIT | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.75% | -0.03% | -6.27% | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.73% | -0.01% | -3.51% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.73% | -0.08% | -4.02% | |
| 47 | EMR | Emerson Electric Co | Stock-Industrials | 0.71% | -0.01% | -5.18% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | -0.03% | -5.90% | |
| 49 | TGT | Target CORP | Stock-Consumer Disc | 0.69% | -0.19% | -1.02% | |
| 50 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.67% | +0.01% | +0.85% |
According to official SEC Form 13F filings, Ledyard National Bank reported a total U.S. public equity portfolio value of $1.2B across 216 disclosed positions in Q1 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 DGRO, IVV, MSFT) accounted for 22.1% of total reported equity market value during Q1 2024.
During Q1 2024, Ledyard National Bank's top holdings by market value included DGRO (6.5%)、IVV (5.8%)、MSFT (5.3%). The largest single position, DGRO, represented 6.5% of total portfolio value.
In Q1 2024, Ledyard National Bank made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.