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CIK: 0001310658
Total reported value
$1.2B
$1.2B
211 檔
26.0%
In Q4 2024, Ledyard National Bank's U.S. equity holdings reached a combined market value of $1.2B, distributed across 211 disclosed stock positions.
In Q4 2024, Ledyard National Bank adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 2 holdings to manage risk exposure.
Showing top 200 holdings (of 211 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 8.10% | +0.11% | +3.75% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.18% | +0.16% | +4.67% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.11% | +0.05% | -3.41% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.98% | -0.28% | -1.73% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.12% | -0.13% | -2.66% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.88% | +0.22% | -5.66% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 2.48% | -2.04% | +7.11% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.20% | +0.20% | +15.82% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.95% | +0.05% | -3.46% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.92% | -0.02% | -5.09% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.88% | +0.24% | -3.02% | |
| 12 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 1.82% | +0.09% | -9.69% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.61% | -0.03% | -2.19% | |
| 14 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.58% | -0.08% | +3.13% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.54% | -0.04% | +253.92% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.45% | +0.03% | -2.46% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.42% | -0.08% | -1.02% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.40% | -0.06% | -10.02% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.37% | -0.08% | -3.41% | |
| 20 | IQLT | Ishares Msci International Q | ETF-Other | 1.30% | -0.04% | +10.30% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.27% | +0.40% | -7.81% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.26% | -0.02% | -5.12% | |
| 23 | KR | Kroger Co | Stock-Consumer Staples | 1.24% | -0.36% | -5.52% | |
| 24 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.20% | -0.23% | +2.99% | |
| 25 | QDF | Flexshares Quality Dividend | ETF-Other | 1.11% | +0.03% | -1.32% | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.04% | -0.15% | -5.89% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-Other | 1.04% | +0.03% | -2.05% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.00% | -0.03% | -12.50% | |
| 29 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.99% | -0.12% | +6.22% | |
| 30 | ETN | Eaton Corporation plc | Stock-Industrials | 0.91% | +0.02% | -14.18% | |
| 31 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.90% | +0.06% | +4.64% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.83% | -0.29% | +5.24% | |
| 33 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.82% | — | -16.18% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.80% | -0.10% | -7.04% | |
| 35 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.79% | — | -23.56% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.74% | -0.78% | EXIT | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | -0.03% | -6.58% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.72% | — | -3.28% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.71% | -0.06% | -6.40% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | -0.07% | -4.00% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.68% | -0.14% | -4.60% | |
| 42 | MDT | Medtronic plc | Stock-Healthcare | 0.59% | -0.08% | +19.61% | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 0.57% | -0.08% | -7.39% | |
| 44 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.52% | -0.03% | -31.95% | |
| 45 | PFE | Pfizer Inc | Stock-Healthcare | 0.51% | -0.09% | -17.27% | |
| 46 | T | At&t Inc | Stock-Comm Services | 0.50% | -0.18% | -0.19% | |
| 47 | MET | Metlife Inc | Stock-Financials | 0.50% | +0.02% | -11.86% | |
| 48 | XLF | Ss Financial Select Sector | ETF-Other | 0.48% | -0.01% | -23.56% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | — | -1.13% | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.44% | -0.03% | -16.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.9% | -5.66% | Trim |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.7% | +4.67% | Add |
| 3 | AAPL | Apple Inc | +0.4% | -3.41% | Trim |
| 4 | DGRO | Ishares Core Dividend Growth | +0.4% | +3.75% | Add |
| 5 | AMZN | Amazon.com Inc | +0.3% | -3.46% | Trim |
| 6 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +253.92% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.02% | Trim |
| 8 | V | Visa Inc-class A Shares | +0.2% | -2.46% | Trim |
| 9 | DFAE | Dimensional Emerging Core Eq | +0.2% | +15.82% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -5.09% | Trim |
| 11 | MUB | Ishares National Muni Bond E | +0.2% | +7.11% | Add |
| 12 | EOG | Eog Resources Inc | +0.2% | +90.70% | Add |
| 13 | MAS | Masco CORP | +0.1% | +90.11% | Add |
| 14 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 15 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +2.99% | Add |
| 16 | COR | Cencora Inc | +0.1% | +64.19% | Add |
| 17 | MRSH | Marsh & Mclennan Cos | +0.1% | +81.53% | Add |
| 18 | UNP | Union Pacific CORP | +0.1% | +33.23% | Add |
| 19 | PG | Procter & Gamble Co/the | 0% | -1.02% | Trim |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -3.41% | Trim |
| 21 | MSFT | Microsoft CORP | 0% | -1.73% | Trim |
| 22 | GSIE | Goldman Sachs Activebeta Int | 0% | +3.13% | Add |
| 23 | VOE | Vanguard Mid-cap Value ETF | -0.1% | -2.19% | Trim |
| 24 | MET | Metlife Inc | -0.1% | -11.86% | Trim |
| 25 | CAT | Caterpillar Inc | -0.1% | -4.58% | Trim |
| 26 | UNH | Unitedhealth Group Inc | -0.1% | +5.24% | Add |
| 27 | SNY | Sanofi-adr | -0.1% | -41.91% | Trim |
| 28 | EMR | Emerson Electric Co | -0.1% | -26.23% | Trim |
| 29 | HD | Home Depot Inc | -0.1% | -5.12% | Trim |
| 30 | JNJ | Johnson & Johnson | -0.1% | -4.00% | Trim |
| 31 | XLF | Ss Financial Select Sector | -0.1% | -23.56% | Trim |
| 32 | VIS | Vanguard Industrials ETF | -0.1% | -21.49% | Trim |
| 33 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 34 | TGT | Target CORP | -0.1% | -11.13% | Trim |
| 35 | ETN | Eaton Corporation plc | -0.1% | -14.18% | Trim |
| 36 | LOW | Lowe's Cos Inc | -0.1% | -7.04% | Trim |
| 37 | LECO | Lincoln Electric Holdings | -0.1% | -23.49% | Trim |
| 38 | ADBE | Adobe Inc | -0.1% | -7.39% | Trim |
| 39 | CMCSA | Comcast Corp-class A | -0.1% | -16.44% | Trim |
| 40 | ORCL | Oracle CORP | -0.1% | -10.02% | Trim |
| 41 | PFE | Pfizer Inc | -0.2% | -17.27% | Trim |
| 42 | REGN | Regeneron Pharmaceuticals | -0.2% | +2.10% | Add |
| 43 | AMGN | Amgen Inc | -0.2% | -6.40% | Trim |
| 44 | CVS | Cvs Health CORP | -0.2% | EXIT | Sold out |
| 45 | VPL | Vanguard Ftse Pacific ETF | -0.2% | -34.21% | Trim |
| 46 | MRK | Merck & Co. Inc. | -0.3% | -12.50% | Trim |
| 47 | VGK | Vanguard Ftse Europe ETF | -0.3% | -31.95% | Trim |
| 48 | MDLZ | Mondelez International Inc-a | -0.4% | -16.18% | Trim |
| 49 | TTEN | Totalenergies Se -spon Adr | -0.4% | -23.56% | Trim |
| 50 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | -2.66% | Trim |
According to official SEC Form 13F filings, Ledyard National Bank reported a total U.S. public equity portfolio value of $1.2B across 211 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 DGRO, IVV, AAPL) accounted for 26.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $1.1M
Top Position Liquidated / Trimmed
CVS
前期市值: $2.5M
During Q4 2024, Ledyard National Bank's top holdings by market value included DGRO (8.1%)、IVV (7.2%)、AAPL (6.1%). The largest single position, DGRO, represented 8.1% of total portfolio value.
In Q4 2024, Ledyard National Bank made 50 total portfolio adjustments, initiating 1 new buys, adding to 14 positions, trimming 33 holdings, and fully liquidating 2 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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