Ledyard National Bank
CIK: 0001310658SEC EDGAR →
Portfolio Value
$1.2B
Holdings
240
As of
Q4 2025
New Positions
240
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES CORE DIVIDEND GROWTH ETF | 1,222,546 | $84.9M | 7.31% |
| 2 | ISHARES CORE S&P 500 ETF | 117,113 | $80.2M | 6.91% |
| 3 | APPLE INC | 235,859 | $64.1M | 5.52% |
| 4 | MICROSOFT CORP | 111,734 | $54.0M | 4.66% |
| 5 | ISHARES CORE MSCI EAFE ETF | 590,540 | $52.8M | 4.55% |
| 6 | BROADCOM INC | 127,547 | $44.1M | 3.80% |
| 7 | DIMENSIONAL EMERG CORE EQ MKT ETF | 993,653 | $32.4M | 2.79% |
| 8 | ALPHABET INC CL A | 96,779 | $30.3M | 2.61% |
| 9 | JPMORGAN CHASE & CO | 76,878 | $24.8M | 2.13% |
| 10 | ISHARES NATL MUNI BOND ETF | 229,088 | $24.5M | 2.11% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (240)
$84.9M · 1.2M shares
$80.2M · 117K shares
$64.1M · 236K shares
$54.0M · 112K shares
$52.8M · 591K shares
$44.1M · 128K shares
$32.4M · 994K shares
$30.3M · 97K shares
$24.8M · 77K shares
$24.5M · 229K shares
$21.4M · 498K shares
$21.1M · 2.0M shares
$21.0M · 249K shares
$20.8M · 760K shares
$19.6M · 431K shares
$18.9M · 82K shares
$18.2M · 103K shares
$15.8M · 402K shares
$15.8M · 45K shares
$15.3M · 30K shares
$15.0M · 194K shares
$14.6M · 181K shares
$13.5M · 102K shares
$12.9M · 150K shares
$12.2M · 79K shares
$12.1M · 193K shares
$12.0M · 84K shares
$11.1M · 32K shares
$10.9M · 35K shares
$10.8M · 170K shares
$10.5M · 33K shares
$10.1M · 49K shares
$8.8M · 27K shares
$8.8M · 230K shares
$8.4M · 183K shares
$8.0M · 41K shares
$7.9M · 75K shares
$7.5M · 31K shares
$7.4M · 77K shares
$6.8M · 21K shares
$6.7M · 31K shares
$6.7M · 12K shares
$5.6M · 17K shares
$5.4M · 49K shares
$5.4M · 29K shares
$5.3M · 5K shares
$5.1M · 19K shares
$5.0M · 44K shares
$5.0M · 200K shares
$4.9M · 14K shares
$4.9M · 7K shares
$4.9M · 34K shares
$4.8M · 40K shares
$4.7M · 6K shares
$4.7M · 16K shares
$4.6M · 55K shares
$4.4M · 179K shares
$4.3M · 19K shares
$4.1M · 52K shares
$4.1M · 56K shares
$4.0M · 73K shares
$3.8M · 48K shares
$3.6M · 13K shares
$3.5M · 15K shares
$3.4M · 17K shares
$3.4M · 47K shares
$3.4M · 69K shares
$3.3M · 10K shares
$3.2M · 50K shares
$3.2M · 23K shares
$3.0M · 5K shares
$3.0M · 9K shares
$2.9M · 12K shares
$2.9M · 28K shares
$2.9M · 22K shares
$2.9M · 10K shares
$2.8M · 31K shares
$2.6M · 14K shares
$2.6M · 30K shares
$2.5M · 18K shares
$2.4M · 49K shares
$2.3M · 9K shares
$2.2M · 3K shares
$2.1M · 5K shares
$2.0M · 21K shares
$2.0M · 16K shares
$2.0M · 5K shares
$2.0M · 3K shares
$1.9M · 44K shares
$1.9M · 5K shares
$1.8M · 7K shares
$1.7M · 5K shares
$1.7M · 22K shares
$1.7M · 7K shares
$1.6M · 14K shares
$1.6M · 10K shares
$1.6M · 8K shares
$1.5M · 11K shares
$1.5M · 2K shares
$1.4M · 38K shares
$1.4M · 16K shares
$1.4M · 3K shares
$1.3M · 19K shares
$1.3M · 14K shares
$1.3M · 4K shares
$1.3M · 20K shares
$1.3M · 8K shares
$1.2M · 2K shares
$1.2M · 21K shares
$1.1M · 2K shares
$1.1M · 37K shares
$1.1M · 52K shares
$1.0M · 7K shares
$1.0M · 974 shares
$1.0M · 2K shares
$984K · 6K shares
$970K · 20K shares
$959K · 4K shares
$932K · 17K shares
$927K · 4K shares
$861K · 3K shares
$859K · 73K shares
$829K · 2K shares
$828K · 1K shares
$825K · 5K shares
$754K · 1 shares
$743K · 12K shares
$722K · 20K shares
$709K · 11K shares
$701K · 6K shares
$698K · 7K shares
$672K · 2K shares
$653K · 7K shares
$642K · 6K shares
$639K · 18K shares
$622K · 6K shares
$622K · 992 shares
$608K · 4K shares
$608K · 2K shares
$605K · 11K shares
$601K · 4K shares
$571K · 534 shares
$565K · 7K shares
$541K · 5K shares
$531K · 10K shares
$523K · 5K shares
$522K · 4K shares
$506K · 3K shares
$505K · 15K shares
$500K · 3K shares
$490K · 726 shares
$489K · 1K shares
$488K · 3K shares
$487K · 2K shares
$479K · 5K shares
$475K · 13K shares
$466K · 4K shares
$458K · 2K shares
$455K · 2K shares
$451K · 324 shares
$448K · 6K shares
$446K · 11K shares
$429K · 3K shares
$425K · 9K shares
$409K · 4K shares
$409K · 12K shares
$406K · 834 shares
$404K · 5K shares
$402K · 17K shares
$401K · 5K shares
$395K · 888 shares
$390K · 2K shares
$387K · 15K shares
$380K · 16K shares
$378K · 2K shares
$374K · 5K shares
$368K · 3K shares
$362K · 107 shares
$360K · 598 shares
$359K · 296 shares
$357K · 2K shares
$356K · 5K shares
$349K · 398 shares
$348K · 1K shares
$344K · 6K shares
$343K · 1K shares
$343K · 3K shares
$339K · 5K shares
$336K · 8K shares
$332K · 2K shares
$331K · 14K shares
$329K · 671 shares
$327K · 2K shares
$324K · 6K shares
$322K · 2K shares
$319K · 3K shares
$318K · 1K shares
$313K · 554 shares
$307K · 683 shares
$300K · 460 shares
$294K · 6K shares
$291K · 4K shares
$284K · 1K shares
$278K · 4K shares
$270K · 8K shares
$259K · 2K shares
$259K · 5K shares
$257K · 3K shares
$257K · 48 shares
$254K · 11K shares
$247K · 2K shares
$247K · 8K shares
$244K · 3K shares
$241K · 6K shares
$238K · 3K shares
$234K · 2K shares
$232K · 1K shares
$231K · 3K shares
$230K · 935 shares
$229K · 4K shares
$229K · 2K shares
$228K · 3K shares
$228K · 3K shares
$224K · 2K shares
$222K · 3K shares
$220K · 4K shares
$219K · 1K shares
$218K · 4K shares
$218K · 3K shares
$217K · 5K shares
$210K · 650 shares
$210K · 1K shares
$210K · 2K shares
$210K · 11K shares
$209K · 2K shares
$208K · 984 shares
$207K · 2K shares
$206K · 2K shares
$205K · 453 shares
$189K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 95 | $550.1M | 47.4% |
| Technology | 21 | $214.1M | 18.5% |
| Unknown | 20 | $102.9M | 8.9% |
| Healthcare | 25 | $72.4M | 6.2% |
| Consumer Cyclical | 14 | $57.0M | 4.9% |
| Communication Services | 7 | $48.5M | 4.2% |
| Industrials | 23 | $48.0M | 4.1% |
| Consumer Defensive | 11 | $36.8M | 3.2% |
| Utilities | 10 | $15.7M | 1.4% |
| Energy | 6 | $10.2M | 0.9% |
| Basic Materials | 7 | $3.8M | 0.3% |
| Real Estate | 1 | $984K | 0.1% |