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CIK: 0001105837
Total reported value
$1.2B
$1.2B
661 檔
25.4%
As reported in its official Q2 2025 Form 13F filing, Webster Bank, N. A.'s tracked investment portfolio stood at $1.2B with 661 total positions.
In Q2 2025, Webster Bank, N. A. adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VOO, AAPL) accounted for 25.4% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 661 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.58% | +0.25% | -3.66% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.60% | +0.51% | +0.71% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.40% | +0.07% | -4.74% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.02% | +0.06% | -1.23% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.68% | -0.24% | -3.33% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.77% | -0.06% | -4.18% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.73% | +0.12% | -0.35% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.50% | +0.33% | +0.02% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.22% | -0.07% | -17.23% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.75% | -0.38% | -0.11% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.67% | +0.06% | +7.97% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.61% | -0.01% | +2.04% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.61% | -0.05% | +2.61% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.59% | -0.12% | +273.29% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.40% | — | -1.95% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.29% | -0.11% | +4.21% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.28% | -0.21% | -1.11% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.24% | +0.03% | -11.04% | |
| 19 | BLK | Blackrock Inc | Stock-Financials | 1.22% | -0.12% | -7.28% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.16% | +0.01% | -0.59% | |
| 21 | GVI | Ishares Intermediate Governm | ETF-Other | 1.16% | -0.03% | +10.94% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 1.11% | -0.09% | -9.74% | |
| 23 | FISV | Fiserv Inc | Stock-Other | 1.09% | -0.03% | -0.65% | |
| 24 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.94% | -0.08% | -0.95% | |
| 25 | DHR | Danaher CORP | Stock-Healthcare | 0.91% | -0.10% | -3.06% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.89% | +0.20% | +0.55% | |
| 27 | FAST | Fastenal Co | Stock-Industrials | 0.89% | -0.09% | +96.60% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.87% | +0.15% | -7.54% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.84% | -0.05% | +15.23% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.82% | +0.04% | +1.06% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.80% | +0.19% | +24.08% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.78% | +0.06% | +0.50% | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.77% | -0.08% | -0.85% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.76% | -0.07% | -11.82% | |
| 35 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.74% | +0.03% | +25.28% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.70% | -0.07% | -0.12% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.68% | -0.03% | -9.36% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.07% | -5.57% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.63% | -0.15% | -4.30% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.25% | +2.09% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.56% | — | +0.83% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.56% | +0.18% | -10.09% | |
| 43 | COF | Capital One Financial CORP | Stock-Financials | 0.55% | -0.21% | +6.37% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.52% | +0.25% | -2.56% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.51% | -0.16% | -2.13% | |
| 46 | NOW | Servicenow Inc | Stock-Tech | 0.49% | -0.09% | +0.44% | |
| 47 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.48% | — | -13.58% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.17% | -1.70% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.06% | -4.69% | |
| 50 | VHT | Vanguard Health Care ETF | ETF-Other | 0.46% | -0.01% | -7.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | +1.1% | +273.29% | Add |
| 2 | NVDA | Nvidia CORP | +1.1% | -1.23% | Trim |
| 3 | MSFT | Microsoft CORP | +0.6% | -3.33% | Trim |
| 4 | VOO | Vanguard S&p 500 ETF | +0.4% | +0.71% | Add |
| 5 | ORCL | Oracle CORP | +0.3% | -9.74% | Trim |
| 6 | ETN | Eaton Corporation plc | +0.3% | +24.08% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.3% | +4.21% | Add |
| 8 | AMZN | Amazon.com Inc | +0.2% | -0.35% | Trim |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | +7.97% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -4.18% | Trim |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.02% | Add |
| 12 | DFAS | Dimensional US Small Cap ETF | +0.2% | +25.28% | Add |
| 13 | IEMG | Ishares Core Msci Emerging | +0.1% | +15.23% | Add |
| 14 | XLK | Ss Technology Select Sector | +0.1% | +0.55% | Add |
| 15 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +2.61% | Add |
| 16 | NOW | Servicenow Inc | +0.1% | +0.44% | Add |
| 17 | NFLX | Netflix Inc | +0.1% | +1.56% | Add |
| 18 | AVGO | Broadcom Inc | +0.1% | -4.50% | Trim |
| 19 | WMT | Walmart Inc | +0.1% | -0.11% | Trim |
| 20 | COF | Capital One Financial CORP | +0.1% | +6.37% | Add |
| 21 | UBER | Uber Technologies Inc | +0.1% | +2.00% | Add |
| 22 | GVI | Ishares Intermediate Governm | +0.1% | +10.94% | Add |
| 23 | BAC | Bank Of America CORP | +0.1% | +1.06% | Add |
| 24 | LRCX | Lam Research CORP | +0.1% | +3.97% | Add |
| 25 | CAT | Caterpillar Inc | 0% | -2.56% | Trim |
| 26 | QQQ | Invesco Qqq Trust Series 1 | 0% | -7.54% | Trim |
| 27 | EFA | Ishares Msci Eafe ETF | 0% | +0.83% | Add |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -3.66% | Trim |
| 29 | FAST | Fastenal Co | — | +96.60% | Add |
| 30 | MDT | Medtronic plc | -0.1% | -24.18% | Trim |
| 31 | PEP | Pepsico Inc | -0.1% | -7.67% | Trim |
| 32 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.1% | -17.75% | Trim |
| 33 | LOW | Lowe's Cos Inc | -0.1% | -52.52% | Trim |
| 34 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -25.05% | Trim |
| 35 | XOM | Exxon Mobil CORP | -0.1% | -1.70% | Trim |
| 36 | PAYX | Paychex Inc | -0.1% | -10.51% | Trim |
| 37 | BSCP | Invesco Bulletshares 2025 Cb | -0.1% | -13.58% | Trim |
| 38 | VHT | Vanguard Health Care ETF | -0.1% | -7.79% | Trim |
| 39 | HD | Home Depot Inc | -0.1% | -9.36% | Trim |
| 40 | DHR | Danaher CORP | -0.1% | -3.06% | Trim |
| 41 | BDX | Becton Dickinson And Co | -0.1% | -66.17% | Trim |
| 42 | JNJ | Johnson & Johnson | -0.2% | -5.57% | Trim |
| 43 | ESGV | Vanguard Esg US Stock ETF | -0.2% | -48.53% | Trim |
| 44 | PG | Procter & Gamble Co/the | -0.2% | -11.82% | Trim |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.2% | -0.85% | Trim |
| 46 | ABBV | Abbvie Inc | -0.2% | -0.59% | Trim |
| 47 | JPST | Jpmorgan Ultra-short Income | -0.4% | -48.49% | Trim |
| 48 | FISV | Fiserv Inc | -0.4% | -0.65% | Trim |
| 49 | USFR | Wisdomtree Floating Rate Tre | -0.6% | -17.23% | Trim |
| 50 | AAPL | Apple Inc | -0.9% | -4.74% | Trim |
According to official SEC Form 13F filings, Webster Bank, N. A. reported a total U.S. public equity portfolio value of $1.2B across 661 disclosed positions in Q2 2025.
During Q2 2025, Webster Bank, N. A.'s top holdings by market value included SPY (9.6%)、VOO (8.6%)、AAPL (4.4%). The largest single position, SPY, represented 9.6% of total portfolio value.
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Top Position Liquidated / Trimmed
SPY
前期市值: $87.1M
In Q2 2025, Webster Bank, N. A. made 50 total portfolio adjustments, initiating 0 new buys, adding to 19 positions, trimming 31 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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