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CIK: 0001310658
Total reported value
$1.3B
$1.3B
215 檔
24.2%
According to the latest 13F quarterly dataset, Ledyard National Bank managed an equity portfolio of $1.3B at the end of Q2 2025, spanning 215 distinct U.S. exchange-listed positions.
In Q2 2025, Ledyard National Bank adopted a defensive or profit-taking posture, trimming 125 positions and completely liquidating 7 holdings to manage risk exposure.
Showing top 200 holdings (of 215 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.13% | -0.11% | -7.25% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 6.82% | +0.20% | -5.97% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.58% | +1.01% | -1.79% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.78% | -0.07% | -2.18% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.75% | +0.46% | -2.41% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.67% | -0.43% | -1.32% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.73% | -0.08% | +1.20% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 2.23% | -0.04% | -9.75% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.23% | -0.05% | -1.95% | |
| 10 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.91% | -0.02% | -1.73% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.87% | -0.03% | -1.74% | |
| 12 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 1.82% | -0.18% | -4.03% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.77% | +0.36% | +10.36% | |
| 14 | IQLT | Ishares Msci International Q | ETF-Other | 1.76% | +0.01% | +4.87% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.69% | -0.21% | -1.34% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.63% | -0.04% | +0.04% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.59% | +0.01% | -1.55% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.43% | -0.06% | -2.07% | |
| 19 | KR | Kroger Co | Stock-Consumer Staples | 1.38% | +0.02% | -2.61% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.38% | -0.23% | -3.77% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.31% | -0.03% | -1.48% | |
| 22 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.20% | +0.01% | -1.52% | |
| 23 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.19% | +0.06% | +0.91% | |
| 24 | QDF | Flexshares Quality Dividend | ETF-Other | 1.15% | +0.01% | +2.78% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.14% | -0.20% | -2.40% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-Other | 1.02% | -0.01% | -3.23% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.00% | -0.16% | -2.48% | |
| 28 | HON | Honeywell International Inc | Stock-Industrials | 0.96% | — | +29.08% | |
| 29 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.94% | — | -1.01% | |
| 30 | ETN | Eaton Corporation plc | Stock-Industrials | 0.83% | -0.04% | -3.53% | |
| 31 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.79% | — | -6.82% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.75% | +0.09% | -0.90% | |
| 33 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.74% | +0.04% | +3.02% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | +0.03% | +2.34% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.69% | -0.09% | -1.25% | |
| 36 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.68% | +0.03% | — | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 0.67% | +0.04% | +1.11% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.65% | -0.05% | -8.94% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.63% | +0.07% | -14.11% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.07% | -2.81% | |
| 41 | T | At&t Inc | Stock-Comm Services | 0.59% | -0.21% | -4.83% | |
| 42 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.57% | +0.30% | -6.99% | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.56% | +0.06% | -2.06% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.51% | -0.02% | -2.12% | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 0.47% | -0.18% | -2.72% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.46% | -0.12% | -2.57% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.04% | +0.47% | |
| 48 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.45% | -0.02% | -6.48% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.45% | -0.08% | -1.27% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.02% | +0.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.3% | -1.32% | Trim |
| 2 | MSFT | Microsoft CORP | +1.1% | -1.79% | Trim |
| 3 | GUNR | Flexshares Global Upstream N | +0.7% | NEW | New buy |
| 4 | AEP | American Electric Power | +0.4% | NEW | New buy |
| 5 | CRM | Salesforce Inc | +0.4% | NEW | New buy |
| 6 | HON | Honeywell International Inc | +0.3% | +29.08% | Add |
| 7 | INTU | Intuit Inc | +0.2% | +713.24% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -1.95% | Trim |
| 9 | DFAE | Dimensional Emerging Core Eq | +0.2% | +1.20% | Add |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | -2.18% | Trim |
| 11 | IQLT | Ishares Msci International Q | +0.2% | +4.87% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | -1.74% | Trim |
| 13 | ETN | Eaton Corporation plc | +0.1% | -3.53% | Trim |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.34% | Trim |
| 15 | NVDA | Nvidia CORP | +0.1% | -0.92% | Trim |
| 16 | GSIE | Goldman Sachs Activebeta Int | +0.1% | -1.73% | Trim |
| 17 | KBWB | Invesco Kbw Bank ETF | +0.1% | -4.03% | Trim |
| 18 | QDF | Flexshares Quality Dividend | +0.1% | +2.78% | Add |
| 19 | XLK | Ss Technology Select Sector | +0.1% | -1.19% | Trim |
| 20 | CSCO | Cisco Systems Inc | +0.1% | -3.77% | Trim |
| 21 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.1% | +0.91% | Add |
| 22 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +3.02% | Add |
| 23 | TT | Trane Technologies plc | +0.1% | +0.09% | Add |
| 24 | GSLC | Goldman Activebeta US Lc ETF | 0% | -1.52% | Trim |
| 25 | IBM | Intl Business Machines CORP | 0% | -1.27% | Trim |
| 26 | CAT | Caterpillar Inc | 0% | -2.57% | Trim |
| 27 | GOOG | Alphabet Inc-cl C | 0% | -2.81% | Trim |
| 28 | WMT | Walmart Inc | 0% | +0.47% | Add |
| 29 | SUSA | Ishares Esg Optimized Msci U | 0% | +5.76% | Add |
| 30 | VV | Vanguard Large-cap ETF | 0% | -3.23% | Trim |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.21% | Add |
| 32 | KLAC | Kla CORP | 0% | NEW | New buy |
| 33 | QQQ | Invesco Qqq Trust Series 1 | 0% | +20.30% | Add |
| 34 | AMAT | Applied Materials Inc | 0% | -0.37% | Trim |
| 35 | AXP | American Express Co | 0% | -1.84% | Trim |
| 36 | GEV | GE Vernova Inc | 0% | NEW | New buy |
| 37 | NVS | Novartis Ag-sponsored Adr | 0% | NEW | New buy |
| 38 | PHYS | Sprott Physical Gold Trust | 0% | NEW | New buy |
| 39 | ASML | ASML Holding N.V. | 0% | NEW | New buy |
| 40 | HO1 | Hologic Inc | 0% | NEW | New buy |
| 41 | SCHW | Schwab (charles) CORP | 0% | +23.71% | Add |
| 42 | JQUA | Jpmorgan US Quality Factor | 0% | -1.01% | Trim |
| 43 | VSGX | Vanguard Esg Intl Stock ETF | 0% | -1.82% | Trim |
| 44 | COR | Cencora Inc | 0% | +1.21% | Add |
| 45 | META | Meta Platforms Inc-class A | 0% | -0.45% | Trim |
| 46 | RTX | Rtx CORP | 0% | -0.05% | Trim |
| 47 | NUDM | Nuveen Esg Intl Devel Mrk Eq | 0% | +3.34% | Add |
| 48 | GSK | Gsk Plc-spon Adr | 0% | +11.79% | Add |
| 49 | VGT | Vanguard Info Tech ETF | 0% | -3.25% | Trim |
| 50 | FAN | First Trust Global Wind Ener | 0% | -2.90% | Trim |
According to official SEC Form 13F filings, Ledyard National Bank reported a total U.S. public equity portfolio value of $1.3B across 215 disclosed positions in Q2 2025.
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 IVV, DGRO, MSFT) accounted for 24.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
GUNR
市值: $7.2M
Top Position Liquidated / Trimmed
VB
前期市值: $333.3K
During Q2 2025, Ledyard National Bank's top holdings by market value included IVV (7.1%)、DGRO (6.8%)、MSFT (5.6%). The largest single position, IVV, represented 7.1% of total portfolio value.
In Q2 2025, Ledyard National Bank made 188 total portfolio adjustments, initiating 9 new buys, adding to 47 positions, trimming 125 holdings, and fully liquidating 7 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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