Ledyard National Bank
CIK: 0001310658SEC EDGAR →
Portfolio Value
$919K
Holdings
240
As of
Q4 2025
New Positions
240
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES CORE DIVIDEND GROWTH ETF | 1,222,546 | $84K | 9.14% |
| 2 | APPLE INC | 235,859 | $63K | 6.86% |
| 3 | MICROSOFT CORP | 111,734 | $53K | 5.77% |
| 4 | ISHARES CORE MSCI EAFE ETF | 590,540 | $52K | 5.66% |
| 5 | BROADCOM INC | 127,547 | $43K | 4.68% |
| 6 | DIMENSIONAL EMERG CORE EQ MKT ETF | 993,653 | $32K | 3.48% |
| 7 | ALPHABET INC CL A | 96,779 | $30K | 3.26% |
| 8 | JPMORGAN CHASE & CO | 76,878 | $24K | 2.61% |
| 9 | ISHARES NATL MUNI BOND ETF | 229,088 | $24K | 2.61% |
| 10 | DFA SHORT DURA REAL RET PORTFOLIO FUND | 2,012,103 | $21K | 2.29% |
Quarterly Changes
New Positions (240)
$84K · 1.2M shares
$63K · 236K shares
$53K · 112K shares
$52K · 591K shares
$43K · 128K shares
$32K · 994K shares
$30K · 97K shares
$24K · 229K shares
$24K · 77K shares
$21K · 2.0M shares
$21K · 498K shares
$20K · 760K shares
$20K · 249K shares
$19K · 431K shares
$18K · 82K shares
$18K · 103K shares
$15K · 402K shares
$15K · 45K shares
$14K · 181K shares
$14K · 194K shares
$13K · 102K shares
$12K · 79K shares
$12K · 150K shares
$12K · 193K shares
$11K · 84K shares
$10K · 170K shares
$10K · 33K shares
$10K · 32K shares
$10K · 35K shares
$9K · 49K shares
$8K · 230K shares
$8K · 183K shares
$7K · 77K shares
$7K · 41K shares
$7K · 31K shares
$7K · 75K shares
$7K · 27K shares
$6K · 21K shares
$6K · 31K shares
$5K · 19K shares
$5K · 44K shares
$5K · 17K shares
$5K · 29K shares
$4K · 16K shares
$4K · 200K shares
$4K · 49K shares
$4K · 14K shares
$4K · 55K shares
$4K · 52K shares
$4K · 34K shares
$4K · 40K shares
$4K · 179K shares
$4K · 73K shares
$4K · 56K shares
$4K · 19K shares
$3K · 50K shares
$3K · 69K shares
$3K · 15K shares
$3K · 17K shares
$3K · 23K shares
$3K · 48K shares
$3K · 10K shares
$3K · 9K shares
$3K · 47K shares
$3K · 13K shares
$2K · 18K shares
$2K · 22K shares
$2K · 31K shares
$2K · 5K shares
$2K · 10K shares
$2K · 30K shares
$2K · 9K shares
$2K · 28K shares
$2K · 49K shares
$2K · 12K shares
$2K · 14K shares
$2K · 21K shares
$1K · 14K shares
$1K · 8K shares
$1K · 8K shares
$1K · 44K shares
$1K · 3K shares
$1K · 52K shares
$1K · 14K shares
$1K · 10K shares
$1K · 19K shares
$1K · 16K shares
$1K · 21K shares
$1K · 22K shares
$1K · 7K shares
$1K · 5K shares
$1K · 20K shares
$1K · 38K shares
$1K · 11K shares
$1K · 37K shares
$1K · 7K shares
$1K · 2K shares
$1K · 7K shares
$1K · 5K shares
$1K · 4K shares
$1K · 16K shares
$1K · 5K shares
$0 · 5K shares
$0 · 4K shares
$0 · 3K shares
$0 · 2K shares
$0 · 398 shares
$0 · 48 shares
$0 · 974 shares
$0 · 888 shares
$0 · 11K shares
$0 · 2K shares
$0 · 3K shares
$0 · 4K shares
$0 · 3K shares
$0 · 6K shares
$0 · 4K shares
$0 · 5K shares
$0 · 1K shares
$0 · 13K shares
$0 · 534 shares
$0 · 11K shares
$0 · 834 shares
$0 · 3K shares
$0 · 2K shares
$0 · 2K shares
$0 · 4K shares
$0 · 4K shares
$0 · 598 shares
$0 · 3K shares
$0 · 11K shares
$0 · 4K shares
$0 · 3K shares
$0 · 2K shares
$0 · 14K shares
$0 · 453 shares
$0 · 3K shares
$0 · 5K shares
$0 · 1K shares
$0 · 460 shares
$0 · 5K shares
$0 · 4K shares
$0 · 7K shares
$0 · 5K shares
$0 · 12K shares
$0 · 4K shares
$0 · 3K shares
$0 · 1K shares
$0 · 683 shares
$0 · 5K shares
$0 · 6K shares
$0 · 8K shares
$0 · 2K shares
$0 · 10K shares
$0 · 554 shares
$0 · 117K shares
$0 · 7K shares
$0 · 2K shares
$0 · 6K shares
$0 · 2K shares
$0 · 15K shares
$0 · 5K shares
$0 · 1K shares
$0 · 3K shares
$0 · 6K shares
$0 · 726 shares
$0 · 20K shares
$0 · 5K shares
$0 · 4K shares
$0 · 12K shares
$0 · 3K shares
$0 · 650 shares
$0 · 6K shares
$0 · 1K shares
$0 · 5K shares
$0 · 2K shares
$0 · 1K shares
$0 · 324 shares
$0 · 16K shares
$0 · 7K shares
$0 · 6K shares
$0 · 2K shares
$0 · 11K shares
$0 · 6K shares
$0 · 7K shares
$0 · 2K shares
$0 · 2K shares
$0 · 11K shares
$0 · 20K shares
$0 · 992 shares
$0 · 3K shares
$0 · 1K shares
$0 · 3K shares
$0 · 3K shares
$0 · 3K shares
$0 · 2K shares
$0 · 73K shares
$0 · 935 shares
$0 · 8K shares
$0 · 17K shares
$0 · 8K shares
$0 · 1 shares
$0 · 6K shares
$0 · 5K shares
$0 · 2K shares
$0 · 2K shares
$0 · 2K shares
$0 · 2K shares
$0 · 3K shares
$0 · 4K shares
$0 · 671 shares
$0 · 12K shares
$0 · 3K shares
$0 · 984 shares
$0 · 4K shares
$0 · 18K shares
$0 · 2K shares
$0 · 107 shares
$0 · 6K shares
$0 · 2K shares
$0 · 3K shares
$0 · 30K shares
$0 · 5K shares
$0 · 2K shares
$0 · 296 shares
$0 · 1K shares
$0 · 3K shares
$0 · 11K shares
$0 · 2K shares
$0 · 4K shares
$0 · 5K shares
$0 · 17K shares
$0 · 2K shares
$0 · 15K shares
$0 · 2K shares
$0 · 6K shares
$0 · 9K shares
$0 · 1K shares
$0 · 2K shares
$0 · 5K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 96 | $418K | 45.5% |
| Technology | 21 | $199K | 21.7% |
| Unknown | 19 | $78K | 8.5% |
| Consumer Cyclical | 14 | $51K | 5.5% |
| Healthcare | 25 | $48K | 5.2% |
| Communication Services | 7 | $45K | 4.9% |
| Consumer Defensive | 11 | $30K | 3.3% |
| Industrials | 23 | $29K | 3.2% |
| Utilities | 10 | $12K | 1.3% |
| Energy | 6 | $7K | 0.8% |
| Basic Materials | 7 | $2K | 0.2% |
| Real Estate | 1 | $0 | 0.0% |