Ledyard National Bank
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 21, 2024), Ledyard National Bank reported 221 stock positions worth $1.1 billion. Its top holding was iShares Core Dividend Growth (DGRO) at 7.8% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 6.5%) and Apple (AAPL, 5.7%). Compared with Q2 2024, it opened 16 new positions, sold out of 3, added to 86 and reduced 107. The biggest buy was iShares Core Dividend Growth (DGRO, shares +10%) and the biggest sale Broadcom (AVGO, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- HANOVER, NH
- CIK
- 0001310658
- Portfolio Value
- $1.1B (Q3 2024)
- SEC Filing
- 0001310658-24-000004 ↗ filed Oct 21, 2024
Holdings Value
Holdings 221 stocks · $1.1B
| DGRO iShares Core Dividend Growth | 7.75% | 1,352,539 | $84.8M | Add +10.1% |
| IVV iShares Core S&P 500 ETF | 6.53% | 123,797 | $71.4M | Add +1.1% |
| AAPL Apple Inc. | 5.72% | 268,406 | $62.5M | Reduce -1.8% |
| MSFT Microsoft Corp. | 5.02% | 127,698 | $54.9M | Add +0.2% |
| IEFA iShares Core MSCI Eafe ETF | 4.56% | 639,517 | $49.9M | Add +1.0% |
| AVGO Broadcom Inc. | 2.98% | 188,676 | $32.5M | Reduce -13.1% |
| MUB iShares National Muni Bond E | 2.30% | 231,074 | $25.1M | Add +8.3% |
| DFAE Dimensional Emerging Core Eq | 2.00% | 796,793 | $21.8M | Add +1.4% |
| KBWB Invesco KBW Bank ETF | 1.75% | 327,021 | $19.2M | Reduce -2.2% |
| JPM JPMorgan Chase & Co. | 1.73% | 89,656 | $18.9M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 1.67% | 97,996 | $18.3M | Reduce -1.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.66% | 108,090 | $18.1M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 1.65% | 109,121 | $18.1M | Add +0.4% |
| GSIE Goldman Sachs Activebeta Int | 1.62% | 489,901 | $17.7M | Add +0.8% |
| ORCL Oracle Corp. | 1.54% | 98,961 | $16.9M | Reduce -4.6% |
| PG The Procter & Gamble Co. | 1.44% | 90,667 | $15.7M | Add +2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.40% | 33,313 | $15.3M | Reduce -1.8% |
| HD Home Depot Inc. | 1.34% | 36,183 | $14.7M | Reduce -1.8% |
| SCHD Schwab US DVD Equity ETF | 1.31% | 169,515 | $14.3M | Add +14.0% |
| IQLT iShares MSCI International Q | 1.28% | 338,182 | $14.0M | Reduce -0.5% |
| MRK Merck & Co. Inc. | 1.27% | 121,931 | $13.8M | Reduce -5.1% |
| V Visa Inc. Class A | 1.25% | 49,873 | $13.7M | Add +2.5% |
| CSCO Cisco Systems Inc. | 1.21% | 247,600 | $13.2M | Reduce -3.7% |
| KR Kroger Co. | 1.20% | 228,491 | $13.1M | Reduce -3.5% |
| TTE Totalenergies SE -Spon ADR | 1.19% | 201,205 | $13.0M | Reduce -3.1% |
| MDLZ Mondelez International Inc. Class A | 1.17% | 174,216 | $12.8M | Reduce -4.9% |
| QDF NT Qual Div ETF | 1.11% | 169,139 | $12.1M | Add +4.4% |
| GSLC Goldman Activebeta US LC ETF | 1.11% | 107,189 | $12.1M | Reduce -0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.04% | 97,193 | $11.4M | Reduce -4.3% |
| ETN Eaton Corp. PLC | 1.03% | 33,973 | $11.3M | Reduce -8.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.00% | 41,734 | $11.0M | Reduce -2.9% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.98% | 139,930 | $10.7M | Add +3.8% |
| LOW Lowe's Cos Inc. | 0.92% | 37,132 | $10.1M | Reduce -2.5% |
| AMGN Amgen Inc. | 0.91% | 30,839 | $9.9M | Reduce -1.8% |
| UNH Unitedhealth Group Inc. | 0.89% | 16,667 | $9.7M | Reduce -1.0% |
| VGK Vanguard Ftse Europe ETF | 0.83% | 128,138 | $9.1M | Reduce -2.5% |
| JQUA JPMorgan US Quality Factor | 0.83% | 160,420 | $9.1M | Add +0.9% |
| JNJ Johnson & Johnson | 0.80% | 54,183 | $8.8M | Reduce -1.6% |
| VIG Vanguard Dividend Apprec ETF | 0.73% | 40,163 | $8.0M | Reduce -3.6% |
| HON Honeywell International Inc. | 0.71% | 37,742 | $7.8M | Reduce -2.1% |
| ADBE Adobe Inc. | 0.70% | 14,798 | $7.7M | Add +0.2% |
| ACN Accenture PLC Class A | 0.70% | 21,674 | $7.7M | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 0.66% | 43,046 | $7.2M | Reduce -3.0% |
| PFE Pfizer Inc. | 0.66% | 247,938 | $7.2M | Reduce -11.1% |
| VPL Vanguard Ftse Pacific ETF | 0.62% | 86,904 | $6.8M | Reduce -2.2% |
| REGN Regeneron Pharmaceuticals | 0.61% | 6,391 | $6.7M | Reduce -2.9% |
| XLF SS Financial Select Sector | 0.57% | 138,409 | $6.3M | Reduce -9.0% |
| CMCSA Comcast Corp. Class A | 0.57% | 149,384 | $6.2M | Reduce -5.8% |
| MET Metlife Inc. | 0.55% | 73,002 | $6.0M | Reduce -4.2% |
| MDT Medtronic PLC | 0.54% | 65,543 | $5.9M | Reduce -3.6% |
| LECO Lincoln Electric Holdings | 0.53% | 30,322 | $5.8M | Reduce -11.4% |
| TGT Target Corp. | 0.53% | 36,883 | $5.7M | Reduce -3.6% |
| EMR Emerson Electric Co. | 0.49% | 48,564 | $5.3M | Reduce -8.5% |
| CAT Caterpillar Inc. | 0.48% | 13,283 | $5.2M | Add +1.4% |
| T AT&T Inc. | 0.47% | 232,595 | $5.1M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 8,394 | $4.8M | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 0.44% | 40,990 | $4.8M | Add +37.4% |
| VIS Vanguard Industrials ETF | 0.42% | 17,518 | $4.6M | Reduce -9.3% |
| XLK SS Technology Select Sector | 0.39% | 18,927 | $4.3M | Reduce -2.0% |
| EVRG Evergy Inc. | 0.38% | 66,553 | $4.1M | Reduce -4.5% |
| ABBV Abbvie Inc. | 0.37% | 20,626 | $4.1M | Add +4.0% |
| NEE Nextera Energy Inc. | 0.37% | 47,707 | $4.0M | Add +1.4% |
| LLY Eli Lilly & Co. | 0.37% | 4,536 | $4.0M | Add +3.5% |
| WMT Walmart Inc. | 0.37% | 49,510 | $4.0M | Add +2.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.35% | 13,652 | $3.9M | Reduce -7.5% |
| PEP Pepsico Inc. | 0.32% | 20,835 | $3.5M | Add +5.5% |
| NVDA Nvidia Corp. | 0.30% | 26,627 | $3.2M | Add +10.3% |
| VSGX Vanguard ESG Intl Stock ETF | 0.29% | 51,811 | $3.2M | Reduce -5.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 14,308 | $3.2M | Add +10.9% |
| LMT Lockheed Martin Corp. | 0.28% | 5,274 | $3.1M | Add +2.3% |
| SUSA iShares ESG Optimized MSCI U | 0.25% | 22,936 | $2.8M | Add +8.2% |
| ADP Automatic Data Processing | 0.25% | 9,814 | $2.7M | Reduce -6.4% |
| CVS CVS Health Corp. | 0.23% | 40,389 | $2.5M | Reduce -7.6% |
| UNP Union Pacific Corp. | 0.23% | 10,201 | $2.5M | Add +15.4% |
| XLP SS Consumer Staples Sel Sect | 0.22% | 28,775 | $2.4M | Reduce -2.2% |
| MA Mastercard Inc. Class A | 0.21% | 4,713 | $2.3M | Reduce -0.5% |
| MAS Masco Corp. | 0.20% | 26,147 | $2.2M | Add +28.9% |
| ABT Abbott Laboratories | 0.20% | 19,079 | $2.2M | Reduce -2.7% |
| TT Trane Technologies PLC | 0.20% | 5,500 | $2.1M | Reduce -8.0% |
| COST Costco Wholesale Corp. | 0.19% | 2,319 | $2.1M | Reduce -1.4% |
| SDY SS SPDR S&P Dividend ETF | 0.18% | 14,007 | $2.0M | Reduce -4.3% |
| RTX RTX Corp. | 0.18% | 16,197 | $2.0M | Add +1.8% |
| TMO Thermo Fisher Scientific Inc. | 0.18% | 3,165 | $2.0M | Add +4.3% |
| IWV iShares Russell 3000 ETF | 0.16% | 5,458 | $1.8M | Reduce -7.0% |
| DHR Danaher Corp. | 0.16% | 6,339 | $1.8M | Add +5.6% |
| EOG EOG Resources Inc. | 0.16% | 14,325 | $1.8M | Add +31.0% |
| CVX Chevron Corp. | 0.15% | 10,971 | $1.6M | Reduce -3.2% |
| LIN Linde PLC | 0.14% | 3,302 | $1.6M | Add +8.4% |
| XLY SS Consumer Disc Select Sect | 0.14% | 7,682 | $1.5M | Reduce -2.1% |
| AXP American Express Co. | 0.14% | 5,610 | $1.5M | Reduce -2.1% |
| EFA iShares MSCI Eafe ETF | 0.13% | 17,040 | $1.4M | Reduce -0.9% |
| MCD McDonald's Corp. | 0.13% | 4,616 | $1.4M | Add +4.4% |
| KO The Coca-Cola Co. | 0.13% | 19,131 | $1.4M | Add +12.2% |
| IJH iShares Core S&P Midcap ETF | 0.12% | 21,589 | $1.3M | Add +2.4% |
| NKE Nike Inc. Class B | 0.12% | 15,175 | $1.3M | Reduce -6.9% |
| SBUX Starbucks Corp. | 0.12% | 13,753 | $1.3M | Reduce -65.5% |
| SNY Sanofi-ADR | 0.12% | 23,106 | $1.3M | Reduce -23.9% |
| AMT American Tower Corp. | 0.12% | 5,662 | $1.3M | Add +1.1% |
| AMAT Applied Materials Inc. | 0.12% | 6,514 | $1.3M | Add +0.4% |
| BMY Bristol-Myers Squibb Co. | 0.12% | 25,218 | $1.3M | Reduce -2.3% |
Portfolio Sells Q2 2024 → Q3 2024
| AVGO Broadcom Inc. | Reduce -13.1% | 2.98% | −0.41 |
| MRK Merck & Co. Inc. | Reduce -5.1% | 1.27% | −0.28 |
| FHI Federated Hermes Inc. | Reduce -92.9% | 0.02% | −0.24 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 1.67% | −0.19 |
| SBUX Starbucks Corp. | Reduce -65.5% | 0.12% | −0.18 |
| TTE Totalenergies SE -Spon ADR | Reduce -3.1% | 1.19% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -3.0% | 0.66% | −0.13 |
| PFE Pfizer Inc. | Reduce -11.1% | 0.66% | −0.10 |
| ETN Eaton Corp. PLC | Reduce -8.3% | 1.03% | −0.10 |
| LECO Lincoln Electric Holdings | Reduce -11.4% | 0.53% | −0.09 |
| HON Honeywell International Inc. | Reduce -2.1% | 0.71% | −0.09 |
| EMR Emerson Electric Co. | Reduce -8.5% | 0.49% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -1.6% | 1.73% | −0.06 |
| REGN Regeneron Pharmaceuticals | Reduce -2.9% | 0.61% | −0.06 |
| EW Edwards Lifesciences Corp. | Reduce -0.3% | 0.11% | −0.05 |
| WTS Watts Water Technologies-A | Reduce -70.7% | 0.02% | −0.05 |
| AMGN Amgen Inc. | Reduce -1.8% | 0.91% | −0.04 |
| TJX TJX Companies Inc. | Reduce -4.3% | 1.04% | −0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -2.9% | 1.00% | −0.04 |
| XLK SS Technology Select Sector | Reduce -2.0% | 0.39% | −0.03 |
| XLF SS Financial Select Sector | Reduce -9.0% | 0.57% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -5.8% | 0.57% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -7.5% | 0.35% | −0.03 |
| DGX Quest Diagnostics Inc. | Sold out | 0.00% | −0.03 |
| CVX Chevron Corp. | Reduce -3.2% | 0.15% | −0.02 |
| TGT Target Corp. | Reduce -3.6% | 0.53% | −0.02 |
| VIS Vanguard Industrials ETF | Reduce -9.3% | 0.42% | −0.02 |
| INTC Intel Corp. | Reduce -1.4% | 0.05% | −0.02 |
| SNY Sanofi-ADR | Reduce -23.9% | 0.12% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.02 |
| CPNG Coupang Inc. | Reduce -30.0% | 0.07% | −0.02 |
| DLN Wisdomtree US Largecap Divid | Sold out | 0.00% | −0.02 |
| VGK Vanguard Ftse Europe ETF | Reduce -2.5% | 0.83% | −0.02 |
| CVS CVS Health Corp. | Reduce -7.6% | 0.23% | −0.02 |
| VPL Vanguard Ftse Pacific ETF | Reduce -2.2% | 0.62% | −0.02 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -5.6% | 0.29% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -7.6% | 0.11% | −0.01 |
| IWV iShares Russell 3000 ETF | Reduce -7.0% | 0.16% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.6% | 0.73% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.6% | 0.44% | −0.01 |
| GSLC Goldman Activebeta US LC ETF | Reduce -0.4% | 1.11% | −0.01 |
| VTIP Vanguard Short-Term Tips | Reduce -4.4% | 0.10% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -21.6% | 0.03% | −0.01 |
| UPS United Parcel Service Class B | Reduce -12.9% | 0.03% | −0.01 |
| ADI Analog Devices Inc. | Reduce -5.7% | 0.06% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -1.4% | 0.19% | −0.01 |
| TAN Invesco Solar ETF | Reduce -13.5% | 0.04% | −0.01 |
| IQLT iShares MSCI International Q | Reduce -0.5% | 1.28% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -13.7% | 0.03% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.1% | 0.07% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| DGRO iShares Core Dividend Growth | Add +10.1% | 7.75% | +0.88 |
| SCHD Schwab US DVD Equity ETF | Add +14.0% | 1.31% | +0.19 |
| XOM Exxon Mobil Corp. | Add +37.4% | 0.44% | +0.11 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.0% | 4.56% | +0.10 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +1.0% | 1.66% | +0.09 |
| MUB iShares National Muni Bond E | Add +8.3% | 2.30% | +0.09 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +3.8% | 0.98% | +0.07 |
| IBM Intl Business Machines Corp. | Add +10.9% | 0.29% | +0.07 |
| MAS Masco Corp. | Add +28.9% | 0.20% | +0.07 |
| QDF NT Qual Div ETF | Add +4.4% | 1.11% | +0.06 |
| CAT Caterpillar Inc. | Add +1.4% | 0.48% | +0.05 |
| WMT Walmart Inc. | Add +2.6% | 0.37% | +0.05 |
| LMT Lockheed Martin Corp. | Add +2.3% | 0.28% | +0.05 |
| NEE Nextera Energy Inc. | Add +1.4% | 0.37% | +0.05 |
| ABBV Abbvie Inc. | Add +4.0% | 0.37% | +0.04 |
| UNP Union Pacific Corp. | Add +15.4% | 0.23% | +0.04 |
| GSIE Goldman Sachs Activebeta Int | Add +0.8% | 1.62% | +0.03 |
| HSY The Hershey Co. | Add +140.0% | 0.05% | +0.03 |
| EOG EOG Resources Inc. | Add +31.0% | 0.16% | +0.03 |
| PAYX Paychex Inc. | New | 0.03% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +52.2% | 0.07% | +0.02 |
| BKNG Booking Holdings Inc. | New | 0.02% | +0.02 |
| RTX RTX Corp. | Add +1.8% | 0.18% | +0.02 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Add +35.0% | 0.09% | +0.02 |
| ITOT iShares Core S&P Total U.S. | New | 0.02% | +0.02 |
| ATO Atmos Energy Corp. | New | 0.02% | +0.02 |
| DFAE Dimensional Emerging Core Eq | Add +1.4% | 2.00% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +1.1% | 6.53% | +0.02 |
| NDAQ Nasdaq Inc. | New | 0.02% | +0.02 |
| BLK BlackRock Finance Inc. | Add +14.0% | 0.10% | +0.02 |
| GS Goldman Sachs Group Inc. | New | 0.02% | +0.02 |
| SUSA iShares ESG Optimized MSCI U | Add +8.2% | 0.25% | +0.02 |
| IEI iShares 3-7 Year Treasury Bo | New | 0.02% | +0.02 |
| IWR iShares Russell Mid-Cap ETF | Add +89.6% | 0.04% | +0.02 |
| SYY Sysco Corp. | New | 0.02% | +0.02 |
| KO The Coca-Cola Co. | Add +12.2% | 0.13% | +0.02 |
| GD General Dynamics Corp. | New | 0.02% | +0.02 |
| XLB SS Materials Select Sector | New | 0.02% | +0.02 |
| ISRG Intuitive Surgical Inc. | New | 0.02% | +0.02 |
| NFLX Netflix Inc. | New | 0.02% | +0.02 |
| IWN iShares Russell 2000 Value E | New | 0.02% | +0.02 |
| MCD McDonald's Corp. | Add +4.4% | 0.13% | +0.02 |
| BR Broadridge Financial Solutio | New | 0.02% | +0.02 |
| GSK GSK PLC-Spon ADR | Add +24.1% | 0.09% | +0.02 |
| EBC Eastern Bankshares Inc. | New | 0.02% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +4.3% | 0.18% | +0.02 |
| DHR Danaher Corp. | Add +5.6% | 0.16% | +0.02 |
| AMT American Tower Corp. | Add +1.1% | 0.12% | +0.01 |
| HBAN Huntington Bancshares Inc. | New | 0.01% | +0.01 |
| META Meta Platforms Inc. Class A | Add +16.3% | 0.07% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 255 | $1.2B | DGRO, IVV, AAPL, IEFA, AVGO |
| Q1 2026 | 236 | $1.2B | DGRO, IVV, AAPL, IEFA, MSFT |
| Q4 2025 | 240 | $1.2B | DGRO, IVV, AAPL, MSFT, IEFA |
| Q3 2025 | 226 | $1.1B | IVV, DGRO, AAPL, MSFT, IEFA |
| Q2 2025 | 215 | $1.1B | IVV, DGRO, MSFT, IEFA, AAPL |
| Q1 2025 | 213 | $1.0B | DGRO, IVV, AAPL, IEFA, MSFT |
| Q4 2024 | 211 | $1.1B | DGRO, IVV, AAPL, MSFT, IEFA |
| Q3 2024 | 221 | $1.1B | DGRO, IVV, AAPL, MSFT, IEFA |
| Q2 2024 | 208 | $1.0B | DGRO, IVV, AAPL, MSFT, IEFA |
| Q1 2024 | 216 | $1.0B | DGRO, IVV, MSFT, AAPL, IEFA |