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CIK: 0001310658
Total reported value
$1.2B
$1.2B
213 檔
23.7%
The Q1 2025 SEC filing reveals that Ledyard National Bank held a total portfolio value of $1.2B, covering 213 public equity positions.
In Q1 2025, Ledyard National Bank displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DGRO, IVV, AAPL) accounted for 23.7% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 213 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 7.34% | +0.11% | -14.45% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.28% | +0.16% | +1.13% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.53% | +0.05% | -3.01% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.63% | -0.13% | -0.52% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.49% | -0.28% | -3.66% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 2.61% | -2.04% | +1.17% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.53% | +0.20% | +6.99% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.37% | +0.22% | -19.77% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.01% | -0.02% | -2.57% | |
| 10 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.83% | -0.08% | +2.49% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.78% | -0.04% | +7.00% | |
| 12 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 1.74% | +0.09% | -5.01% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.73% | +0.05% | -3.02% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.67% | -0.08% | -1.39% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.67% | +0.03% | -1.12% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.67% | -0.03% | -0.80% | |
| 17 | IQLT | Ishares Msci International Q | ETF-Other | 1.61% | -0.04% | +10.05% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.58% | +0.24% | -2.46% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.49% | -0.08% | -1.21% | |
| 20 | KR | Kroger Co | Stock-Consumer Staples | 1.40% | -0.36% | -3.32% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.33% | +0.40% | -4.36% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.22% | -0.02% | -1.67% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 1.18% | -0.06% | -4.51% | |
| 24 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.16% | -0.23% | -3.47% | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.14% | -0.12% | -0.16% | |
| 26 | QDF | Flexshares Quality Dividend | ETF-Other | 1.09% | +0.03% | -3.04% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.06% | -0.15% | -4.11% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-Other | 1.00% | +0.03% | -3.95% | |
| 29 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.93% | — | -5.05% | |
| 30 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.93% | +0.06% | -0.52% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.92% | -0.29% | +1.73% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.88% | -0.06% | -0.57% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.88% | -0.03% | -7.36% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.82% | -0.07% | -4.27% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.77% | -0.10% | -3.08% | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 0.71% | -0.08% | +2.22% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.71% | — | -5.36% | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.71% | -0.78% | EXIT | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.69% | +0.02% | -12.45% | |
| 40 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.69% | +0.05% | — | |
| 41 | T | At&t Inc | Stock-Comm Services | 0.64% | -0.18% | -1.93% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.62% | -0.14% | -2.52% | |
| 43 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.62% | +0.27% | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | -0.03% | -7.66% | |
| 45 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.51% | — | -48.11% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.50% | -0.08% | -2.98% | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.50% | -0.09% | -2.70% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.20% | +0.23% | |
| 49 | MET | Metlife Inc | Stock-Financials | 0.47% | +0.02% | -7.50% | |
| 50 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.46% | -0.03% | -24.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | — | NEW | New buy |
| 2 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 7 | DFAE | Dimensional Emerging Core Eq | — | NEW | New buy |
| 8 | AVGO | Broadcom Inc | — | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 10 | GSIE | Goldman Sachs Activebeta Int | — | NEW | New buy |
| 11 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 12 | KBWB | Invesco Kbw Bank ETF | — | NEW | New buy |
| 13 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 15 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 16 | VOE | Vanguard Mid-cap Value ETF | — | NEW | New buy |
| 17 | IQLT | Ishares Msci International Q | — | NEW | New buy |
| 18 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 19 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 20 | KR | Kroger Co | — | NEW | New buy |
| 21 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 22 | HD | Home Depot Inc | — | NEW | New buy |
| 23 | ORCL | Oracle CORP | — | NEW | New buy |
| 24 | GSLC | Goldman Activebeta US Lc ETF | — | NEW | New buy |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | — | NEW | New buy |
| 26 | QDF | Flexshares Quality Dividend | — | NEW | New buy |
| 27 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 28 | VV | Vanguard Large-cap ETF | — | NEW | New buy |
| 29 | TTEN | Totalenergies Se -spon Adr | — | NEW | New buy |
| 30 | JQUA | Jpmorgan US Quality Factor | — | NEW | New buy |
| 31 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 32 | AMGN | Amgen Inc | — | NEW | New buy |
| 33 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 34 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 35 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 36 | MDT | Medtronic plc | — | NEW | New buy |
| 37 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 38 | HON | Honeywell International Inc | — | NEW | New buy |
| 39 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 40 | TCAF | T Rowe Prc Cap Appreciation | — | NEW | New buy |
| 41 | T | At&t Inc | — | NEW | New buy |
| 42 | ACN | Accenture plc | — | NEW | New buy |
| 43 | VFLO | Victoryshares Free Cash Flow | — | NEW | New buy |
| 44 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 45 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 46 | ADBE | Adobe Inc | — | NEW | New buy |
| 47 | PFE | Pfizer Inc | — | NEW | New buy |
| 48 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 49 | MET | Metlife Inc | — | NEW | New buy |
| 50 | VGK | Vanguard Ftse Europe ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Ledyard National Bank reported a total U.S. public equity portfolio value of $1.2B across 213 disclosed positions in Q1 2025.
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Top New Position Initiated
DGRO
市值: $74.2M
During Q1 2025, Ledyard National Bank's top holdings by market value included DGRO (7.3%)、IVV (7.3%)、AAPL (5.5%). The largest single position, DGRO, represented 7.3% of total portfolio value.
In Q1 2025, Ledyard National Bank made 50 total portfolio adjustments, initiating 50 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.
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