WB

WEBSTER BANK, N. A.

13F
WEBSTER BANK, N. A.
Last update 2025-07-08 661 Stocks (132 new)
Value $968.00 Mil Turnover 2 %
Countries:
Top Holdings: SPY(9.58%)VOO(8.60%)AAPL(4.40%)NVDA(4.02%)MSFT(3.68%)
Summary Stock Picks Current Portfolio
WEBSTER BANK, N. A. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
150,041
92,702.8
-3.66%
9.580
-0.35%
0.010
+19.62%
+7.94%
648,846.5
 
VOO
Vanguard S&P 500 ETF
146,496
83,214.1
+0.71%
8.600
+0.06%
0.010
+19.71%
+7.97%
658,032.1
 
AAPL
Apple Inc
207,527
42,578.3
-4.74%
4.400
-0.25%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
NVDA
NVIDIA Corp
246,638
38,966.3
-1.23%
4.020
-0.04%
0.000
+68.90%
+24.39%
4,072,965.9
Semiconductors
MSFT
Microsoft Corp
71,674
35,651.4
-3.33%
3.680
-0.10%
0.000
+38.00%
+20.34%
3,755,441.4
Software
JPM
JPMorgan Chase & Co
92,587
26,841.9
-4.18%
2.770
-0.11%
0.000
+24.30%
+23.55%
801,337.5
Banks
AMZN
Amazon.com Inc
120,347
26,402.9
-0.35%
2.730
-0.01%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
GOOGL
Alphabet Inc
137,391
24,212.4
+0.02%
2.500
0%
0.000
+26.47%
+1.32%
2,327,632.6
Interactive Media
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
426,950
21,479.9
-17.23%
2.220
-0.49%
0.120
+1.13%
+2.42%
18,858.3
 
WMT
Walmart Inc
173,071
16,922.9
-0.11%
1.750
0%
0.000
+1.30%
+6.64%
764,923.1
Retail - Defensive

WEBSTER BANK, N. A.'s Historical Top Holdings Breakdowns

WEBSTER BANK, N. A.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
2025-06-30
Add
Add
+1.16%
●
49.57 ($49.94) 50.27
$50.13
0.38%
Add 273.29%
305,470
223,638
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
2025-06-30
Reduce
Reduce
-0.49%
●
50.29 ($50.37) 50.47
$50.46
0.18%
Reduce -17.23%
426,950
-88,884
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Reduce
Reduce
-0.35%
●
496.48 ($571.44) 617.85
$628.86
10.05%
Reduce -3.66%
150,041
-5,697
JPST
JPMorgan Ultra-Short Income ETF
2025-06-30
Reduce
Reduce
-0.33%
●
50.36 ($50.51) 50.68
$50.62
0.22%
Reduce -48.49%
63,571
-59,841
AAPL
Apple Inc
2025-06-30
Reduce
Reduce
-0.25%
●
172.42 ($202.27) 223.89
$214.40
6.00%
Reduce -4.74%
207,527
-10,316
ESGV
Vanguard ESG U.S. Stock ETF
2025-06-30
Reduce
Reduce
-0.19%
●
86.93 ($100.76) 109.64
$111.55
10.71%
Reduce -48.53%
18,904
-17,825
ETN
Eaton Corp PLC
2025-06-30
Add
Add
+0.16%
●
246.52 ($307.39) 356.99
$372.65
21.23%
Add 24.08%
21,745
4,220
DFAS
Dimensional U.S. Small Cap ETF
2025-06-30
Add
Add
+0.15%
●
52.31 ($59.95) 63.72
$65.76
9.69%
Add 25.28%
112,987
22,800
VTI
Vanguard Total Stock Market ETF
2025-06-30
Reduce
Reduce
-0.15%
●
243.75 ($281.15) 303.93
$309.80
10.19%
Reduce -11.04%
39,391
-4,887
BDX
Becton Dickinson & Co
2025-06-30
Reduce
Reduce
-0.12%
●
165.15 ($184.01) 229.06
$181.28
-1.48%
Reduce -66.17%
2,423
-4,740

WEBSTER BANK, N. A. Total Holding History ($B)

To

WEBSTER BANK, N. A.'s Asset Allocation

To

WEBSTER BANK, N. A. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WEBSTER BANK, N. A.'s Hypothetical Growth since 2025-06-30

WEBSTER BANK, N. A.'s Yearly Returns

Year Portfolio % % Excess Gain %

WEBSTER BANK, N. A.'s Holdings Heat Map

Size field:

WEBSTER BANK, N. A.'s Holdings Bubble Chart

WEBSTER BANK, N. A. News

  • 1

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