Ledyard National Bank
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Ledyard National Bank reported 211 stock positions worth $1.1 billion. Its top holding was iShares Core Dividend Growth (DGRO) at 8.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 7.2%) and Apple (AAPL, 6.1%). Compared with Q3 2024, it opened 4 new positions, sold out of 14, added to 72 and reduced 126. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +5%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- HANOVER, NH
- CIK
- 0001310658
- Portfolio Value
- $1.1B (Q4 2024)
- SEC Filing
- 0001310658-25-000001 ↗ filed Jan 28, 2025
Holdings Value
Holdings 211 stocks · $1.1B
| DGRO iShares Core Dividend Growth | 8.10% | 1,403,210 | $86.1M | Add +3.8% |
| IVV iShares Core S&P 500 ETF | 7.18% | 129,582 | $76.3M | Add +4.7% |
| AAPL Apple Inc. | 6.11% | 259,247 | $64.9M | Reduce -3.4% |
| MSFT Microsoft Corp. | 4.98% | 125,493 | $52.9M | Reduce -1.7% |
| IEFA iShares Core MSCI Eafe ETF | 4.12% | 622,492 | $43.7M | Reduce -2.7% |
| AVGO Broadcom Inc. | 3.88% | 177,990 | $41.3M | Reduce -5.7% |
| MUB iShares National Muni Bond E | 2.48% | 247,506 | $26.4M | Add +7.1% |
| DFAE Dimensional Emerging Core Eq | 2.20% | 922,884 | $23.4M | Add +15.8% |
| AMZN Amazon.com Inc. | 1.95% | 94,610 | $20.8M | Reduce -3.5% |
| JPM JPMorgan Chase & Co. | 1.92% | 85,088 | $20.4M | Reduce -5.1% |
| GOOGL Alphabet Inc. Class A | 1.88% | 105,829 | $20.0M | Reduce -3.0% |
| KBWB Invesco KBW Bank ETF | 1.82% | 295,318 | $19.3M | Reduce -9.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.61% | 105,726 | $17.1M | Reduce -2.2% |
| GSIE Goldman Sachs Activebeta Int | 1.58% | 505,216 | $16.8M | Add +3.1% |
| SCHD Schwab US DVD Equity ETF | 1.54% | 599,945 | $16.4M | Add +18.0% |
| V Visa Inc. Class A | 1.45% | 48,648 | $15.4M | Reduce -2.5% |
| PG The Procter & Gamble Co. | 1.42% | 89,745 | $15.0M | Reduce -1.0% |
| ORCL Oracle Corp. | 1.40% | 89,047 | $14.8M | Reduce -10.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.37% | 32,177 | $14.6M | Reduce -3.4% |
| IQLT iShares MSCI International Q | 1.30% | 373,016 | $13.8M | Add +10.3% |
| CSCO Cisco Systems Inc. | 1.27% | 228,274 | $13.5M | Reduce -7.8% |
| HD Home Depot Inc. | 1.26% | 34,330 | $13.4M | Reduce -5.1% |
| KR Kroger Co. | 1.24% | 215,883 | $13.2M | Reduce -5.5% |
| GSLC Goldman Activebeta US LC ETF | 1.20% | 110,392 | $12.7M | Add +3.0% |
| QDF NT Qual Div ETF | 1.11% | 166,903 | $11.8M | Reduce -1.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.04% | 91,472 | $11.1M | Reduce -5.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.04% | 40,878 | $11.0M | Reduce -2.0% |
| MRK Merck & Co. Inc. | 1.00% | 106,694 | $10.6M | Reduce -12.5% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.99% | 148,633 | $10.5M | Add +6.2% |
| ETN Eaton Corp. PLC | 0.91% | 29,157 | $9.7M | Reduce -14.2% |
| JQUA JPMorgan US Quality Factor | 0.90% | 167,860 | $9.6M | Add +4.6% |
| UNH Unitedhealth Group Inc. | 0.83% | 17,540 | $8.9M | Add +5.2% |
| MDLZ Mondelez International Inc. Class A | 0.82% | 146,033 | $8.7M | Reduce -16.2% |
| LOW Lowe's Cos Inc. | 0.80% | 34,517 | $8.5M | Reduce -7.0% |
| TTE Totalenergies SE -Spon ADR | 0.79% | 153,798 | $8.4M | Reduce -23.6% |
| HON Honeywell International Inc. | 0.74% | 35,045 | $7.9M | Reduce -7.2% |
| GOOG Alphabet Inc. Class C | 0.72% | 40,212 | $7.7M | Reduce -6.6% |
| VIG Vanguard Dividend Apprec ETF | 0.72% | 38,847 | $7.6M | Reduce -3.3% |
| AMGN Amgen Inc. | 0.71% | 28,865 | $7.5M | Reduce -6.4% |
| JNJ Johnson & Johnson | 0.71% | 52,013 | $7.5M | Reduce -4.0% |
| ACN Accenture PLC Class A | 0.68% | 20,676 | $7.3M | Reduce -4.6% |
| MDT Medtronic PLC | 0.59% | 78,393 | $6.3M | Add +19.6% |
| ADBE Adobe Inc. | 0.57% | 13,704 | $6.1M | Reduce -7.4% |
| VGK Vanguard Ftse Europe ETF | 0.52% | 87,197 | $5.5M | Reduce -31.9% |
| PFE Pfizer Inc. | 0.51% | 205,123 | $5.4M | Reduce -17.3% |
| T AT&T Inc. | 0.50% | 232,164 | $5.3M | Reduce -0.2% |
| MET Metlife Inc. | 0.50% | 64,346 | $5.3M | Reduce -11.9% |
| XLF SS Financial Select Sector | 0.48% | 105,795 | $5.1M | Reduce -23.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.46% | 8,299 | $4.9M | Reduce -1.1% |
| CMCSA Comcast Corp. Class A | 0.44% | 124,825 | $4.7M | Reduce -16.4% |
| REGN Regeneron Pharmaceuticals | 0.44% | 6,525 | $4.6M | Add +2.1% |
| CAT Caterpillar Inc. | 0.43% | 12,674 | $4.6M | Reduce -4.6% |
| WMT Walmart Inc. | 0.42% | 49,304 | $4.5M | Reduce -0.4% |
| EMR Emerson Electric Co. | 0.42% | 35,825 | $4.4M | Reduce -26.2% |
| TGT Target Corp. | 0.42% | 32,778 | $4.4M | Reduce -11.1% |
| XOM Exxon Mobil Corp. | 0.42% | 41,140 | $4.4M | Add +0.4% |
| LECO Lincoln Electric Holdings | 0.41% | 23,199 | $4.3M | Reduce -23.5% |
| XLK SS Technology Select Sector | 0.40% | 18,452 | $4.3M | Reduce -2.5% |
| VPL Vanguard Ftse Pacific ETF | 0.38% | 57,174 | $4.1M | Reduce -34.2% |
| EVRG Evergy Inc. | 0.36% | 62,543 | $3.8M | Reduce -6.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 13,130 | $3.8M | Reduce -3.8% |
| NVDA Nvidia Corp. | 0.35% | 27,493 | $3.7M | Add +3.3% |
| ABBV Abbvie Inc. | 0.35% | 20,654 | $3.7M | Add +0.1% |
| MAS Masco Corp. | 0.34% | 49,707 | $3.6M | Add +90.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 16,032 | $3.5M | Add +12.1% |
| VIS Vanguard Industrials ETF | 0.33% | 13,754 | $3.5M | Reduce -21.5% |
| LLY Eli Lilly & Co. | 0.33% | 4,525 | $3.5M | Reduce -0.2% |
| NEE Nextera Energy Inc. | 0.33% | 48,341 | $3.5M | Add +1.3% |
| EOG EOG Resources Inc. | 0.32% | 27,318 | $3.3M | Add +90.7% |
| UNP Union Pacific Corp. | 0.29% | 13,591 | $3.1M | Add +33.2% |
| PEP Pepsico Inc. | 0.29% | 20,325 | $3.1M | Reduce -2.5% |
| VSGX Vanguard ESG Intl Stock ETF | 0.28% | 52,582 | $3.0M | Add +1.5% |
| ADP Automatic Data Processing | 0.26% | 9,576 | $2.8M | Reduce -2.4% |
| LMT Lockheed Martin Corp. | 0.26% | 5,736 | $2.8M | Add +8.8% |
| SUSA iShares ESG Optimized MSCI U | 0.25% | 21,502 | $2.6M | Reduce -6.3% |
| MA Mastercard Inc. Class A | 0.23% | 4,648 | $2.4M | Reduce -1.4% |
| ABT Abbott Laboratories | 0.20% | 19,059 | $2.2M | Reduce -0.1% |
| XLP SS Consumer Staples Sel Sect | 0.19% | 26,068 | $2.0M | Reduce -9.4% |
| TT Trane Technologies PLC | 0.19% | 5,511 | $2.0M | Add +0.2% |
| COST Costco Wholesale Corp. | 0.19% | 2,171 | $2.0M | Reduce -6.4% |
| LIN Linde PLC | 0.18% | 4,662 | $2.0M | Add +41.2% |
| RTX RTX Corp. | 0.17% | 15,956 | $1.8M | Reduce -1.5% |
| IWV iShares Russell 3000 ETF | 0.17% | 5,396 | $1.8M | Reduce -1.1% |
| COR Cencora Inc. | 0.17% | 7,822 | $1.8M | Add +64.2% |
| SDY SS SPDR S&P Dividend ETF | 0.16% | 13,231 | $1.7M | Reduce -5.5% |
| XLY SS Consumer Disc Select Sect | 0.16% | 7,504 | $1.7M | Reduce -2.3% |
| TMO Thermo Fisher Scientific Inc. | 0.16% | 3,177 | $1.7M | Add +0.4% |
| AXP American Express Co. | 0.15% | 5,517 | $1.6M | Reduce -1.7% |
| CVX Chevron Corp. | 0.15% | 11,156 | $1.6M | Add +1.7% |
| MRSH Marsh & McLennan Cos | 0.14% | 7,045 | $1.5M | Add +81.5% |
| DHR Danaher Corp. | 0.13% | 5,884 | $1.4M | Reduce -7.2% |
| MCD McDonald's Corp. | 0.13% | 4,632 | $1.3M | Add +0.3% |
| KO The Coca-Cola Co. | 0.13% | 21,529 | $1.3M | Add +12.5% |
| BMY Bristol-Myers Squibb Co. | 0.13% | 23,670 | $1.3M | Reduce -6.1% |
| IJH iShares Core S&P Midcap ETF | 0.13% | 21,438 | $1.3M | Reduce -0.7% |
| EW Edwards Lifesciences Corp. | 0.12% | 17,870 | $1.3M | Reduce -0.0% |
| GSK GSK PLC-Spon ADR | 0.12% | 38,544 | $1.3M | Add +58.7% |
| EFA iShares MSCI Eafe ETF | 0.12% | 16,618 | $1.3M | Reduce -2.5% |
| SBUX Starbucks Corp. | 0.11% | 12,518 | $1.1M | Reduce -9.0% |
| BLK BlackRock Inc. | 0.11% | 1,090 | $1.1M | Reduce -1.6% |
Portfolio Sells Q3 2024 → Q4 2024
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.7% | 4.12% | −0.45 |
| TTE Totalenergies SE -Spon ADR | Reduce -23.6% | 0.79% | −0.40 |
| MDLZ Mondelez International Inc. Class A | Reduce -16.2% | 0.82% | −0.35 |
| VGK Vanguard Ftse Europe ETF | Reduce -31.9% | 0.52% | −0.31 |
| MRK Merck & Co. Inc. | Reduce -12.5% | 1.00% | −0.27 |
| VPL Vanguard Ftse Pacific ETF | Reduce -34.2% | 0.38% | −0.24 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.23 |
| AMGN Amgen Inc. | Reduce -6.4% | 0.71% | −0.20 |
| ORCL Oracle Corp. | Reduce -10.0% | 1.40% | −0.15 |
| PFE Pfizer Inc. | Reduce -17.3% | 0.51% | −0.14 |
| CMCSA Comcast Corp. Class A | Reduce -16.4% | 0.44% | −0.13 |
| ADBE Adobe Inc. | Reduce -7.4% | 0.57% | −0.13 |
| LECO Lincoln Electric Holdings | Reduce -23.5% | 0.41% | −0.12 |
| ETN Eaton Corp. PLC | Reduce -14.2% | 0.91% | −0.12 |
| LOW Lowe's Cos Inc. | Reduce -7.0% | 0.80% | −0.12 |
| TGT Target Corp. | Reduce -11.1% | 0.42% | −0.11 |
| JNJ Johnson & Johnson | Reduce -4.0% | 0.71% | −0.10 |
| XLF SS Financial Select Sector | Reduce -23.6% | 0.48% | −0.09 |
| VIS Vanguard Industrials ETF | Reduce -21.5% | 0.33% | −0.09 |
| HD Home Depot Inc. | Reduce -5.1% | 1.26% | −0.08 |
| EMR Emerson Electric Co. | Reduce -26.2% | 0.42% | −0.07 |
| SNY Sanofi-ADR | Reduce -41.9% | 0.06% | −0.06 |
| MET Metlife Inc. | Reduce -11.9% | 0.50% | −0.06 |
| MSFT Microsoft Corp. | Reduce -1.7% | 4.98% | −0.05 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -2.2% | 1.61% | −0.05 |
| CAT Caterpillar Inc. | Reduce -4.6% | 0.43% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -0.2% | 0.33% | −0.04 |
| DHR Danaher Corp. | Reduce -7.2% | 0.13% | −0.03 |
| PEP Pepsico Inc. | Reduce -2.5% | 0.29% | −0.03 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.03 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.4% | 1.37% | −0.03 |
| KEY Keycorp | Sold out | 0.00% | −0.03 |
| XLP SS Consumer Staples Sel Sect | Reduce -9.4% | 0.19% | −0.03 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.03 |
| AMT American Tower Corp. | Reduce -2.1% | 0.10% | −0.02 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.02 |
| WTS Watts Water Technologies-A | Sold out | 0.00% | −0.02 |
| NKE Nike Inc. Class B | Reduce -5.7% | 0.10% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -1.0% | 1.42% | −0.02 |
| FAN First Trust Global Wind Ener | Reduce -4.0% | 0.09% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.02 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.02 |
| XLB SS Materials Select Sector | Sold out | 0.00% | −0.02 |
| CPNG Coupang Inc. | Reduce -23.3% | 0.05% | −0.02 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.02 |
| FHI Federated Hermes Inc. | Sold out | 0.00% | −0.02 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.02 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -5.5% | 0.16% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| IVV iShares Core S&P 500 ETF | Add +4.7% | 7.18% | +0.65 |
| DGRO iShares Core Dividend Growth | Add +3.8% | 8.10% | +0.34 |
| SCHD Schwab US DVD Equity ETF | Add +18.0% | 1.54% | +0.23 |
| DFAE Dimensional Emerging Core Eq | Add +15.8% | 2.20% | +0.21 |
| MUB iShares National Muni Bond E | Add +7.1% | 2.48% | +0.19 |
| EOG EOG Resources Inc. | Add +90.7% | 0.32% | +0.15 |
| MAS Masco Corp. | Add +90.1% | 0.34% | +0.14 |
| GSLC Goldman Activebeta US LC ETF | Add +3.0% | 1.20% | +0.09 |
| JQUA JPMorgan US Quality Factor | Add +4.6% | 0.90% | +0.07 |
| COR Cencora Inc. | Add +64.2% | 0.17% | +0.07 |
| MRSH Marsh & McLennan Cos | Add +81.5% | 0.14% | +0.06 |
| UNP Union Pacific Corp. | Add +33.2% | 0.29% | +0.06 |
| ATO Atmos Energy Corp. | Add +227.3% | 0.08% | +0.05 |
| NVDA Nvidia Corp. | Add +3.3% | 0.35% | +0.05 |
| MDT Medtronic PLC | Add +19.6% | 0.59% | +0.05 |
| IBM Intl Business Machines Corp. | Add +12.1% | 0.33% | +0.04 |
| LIN Linde PLC | Add +41.2% | 0.18% | +0.04 |
| CMF iShares California Muni Bond | New | 0.03% | +0.03 |
| GSK GSK PLC-Spon ADR | Add +58.7% | 0.12% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +43.9% | 0.07% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.02% | +0.02 |
| IWY iShares Russell Top 200 Grow | New | 0.02% | +0.02 |
| DGX Quest Diagnostics Inc. | New | 0.02% | +0.02 |
| IQLT iShares MSCI International Q | Add +10.3% | 1.30% | +0.02 |
| MS Morgan Stanley | Add +1.3% | 0.05% | +0.01 |
| META Meta Platforms Inc. Class A | Add +8.9% | 0.08% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +2.0% | 0.09% | +0.01 |
| IWN iShares Russell 2000 Value E | Add +45.8% | 0.03% | +0.01 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +6.2% | 0.99% | +0.01 |
| AMP Ameriprise Financial Inc. | Add +1.1% | 0.04% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +3.4% | 0.03% | +0.00 |
| SCHW Schwab (charles) Corp. | Add +1.2% | 0.03% | +0.00 |
| CVX Chevron Corp. | Add +1.7% | 0.15% | +0.00 |
| DE Deere & Co. | Add +4.5% | 0.05% | +0.00 |
| GE General Electric | Add +20.1% | 0.05% | +0.00 |
| TRV The Travelers Cos Inc. | Add +0.3% | 0.05% | +0.00 |
| APD Air Products & Chemicals Inc. | Add +7.4% | 0.03% | +0.00 |
| SHEL Shell PLC-ADR | Add +9.1% | 0.04% | +0.00 |
| HBAN Huntington Bancshares Inc. | Add +0.9% | 0.02% | +0.00 |
| AEE Ameren Corporation | Add +0.1% | 0.04% | +0.00 |
| IWD iShares Russell 1000 Value E | Add +7.1% | 0.03% | +0.00 |
| AZO AutoZone Inc. | Add +0.9% | 0.03% | +0.00 |
| SYY Sysco Corp. | Add +7.5% | 0.02% | +0.00 |
| PM Philip Morris International | Add +1.6% | 0.04% | +0.00 |
| JKHY Jack Henry & Associates Inc. | Add +0.2% | 0.02% | +0.00 |
| PPL PPL Corp. | Add +0.6% | 0.04% | +0.00 |
| KO The Coca-Cola Co. | Add +12.5% | 0.13% | +0.00 |
| SPGI S&P Global Inc. | Add +1.7% | 0.04% | +0.00 |
| UPS United Parcel Service Class B | Add +4.8% | 0.03% | −0.00 |
| QCOM Qualcomm Inc. | Add +5.6% | 0.02% | −0.00 |
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 |