Ledyard National Bank Top Holdings and 13F Report (2025) About Ledyard National BankInvestment ActivityLedyard National Bank has $1.06 billion in total holdings as of December 31, 2024.Ledyard National Bank owns shares of 211 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 3.67% of the portfolio was purchased this quarter.About 5.10% of the portfolio was sold this quarter.This quarter, Ledyard National Bank has purchased 221 new stocks and bought additional shares in 72 stocks.Ledyard National Bank sold shares of 125 stocks and completely divested from 15 stocks this quarter.Largest Holdings iShares Core Dividend Growth ETF $86,072,902iShares Core S&P 500 ETF $76,282,331Apple $64,920,634Microsoft $52,895,300iShares Core MSCI EAFE ETF $43,748,738 Largest New Holdings this Quarter BLACKROCK INC $1,117,370 HoldingiShares California Muni Bond ETF $343,680 HoldingVanguard Tax-Exempt Bond ETF $230,397 HoldingiShares Russell Top 200 Growth ETF $216,448 HoldingQuest Diagnostics $208,036 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 430,430 shares (about $11.76M)iShares Core S&P 500 ETF 5,785 shares (about $3.41M)Dimensional Emerging Core Equity Market ETF 126,091 shares (about $3.20M)iShares Core Dividend Growth ETF 50,671 shares (about $3.11M)iShares National Muni Bond ETF 16,432 shares (about $1.75M) Largest Sales this Quarter Vanguard FTSE Europe ETF 40,941 shares (about $2.60M)TotalEnergies 47,407 shares (about $2.58M)Broadcom 10,686 shares (about $2.48M)Apple 9,159 shares (about $2.29M)Vanguard FTSE Pacific ETF 29,730 shares (about $2.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLedyard National Bank Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDGROiShares Core Dividend Growth ETF$86,072,902$3,108,159 ▲3.7%1,403,2108.1%ETFIVViShares Core S&P 500 ETF$76,282,331$3,405,514 ▲4.7%129,5827.2%ETFAAPLApple$64,920,634$2,293,597 ▼-3.4%259,2476.1%Computer and TechnologyMSFTMicrosoft$52,895,300$929,408 ▼-1.7%125,4935.0%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$43,748,738$1,196,517 ▼-2.7%622,4924.1%ETFAVGOBroadcom$41,265,202$2,477,442 ▼-5.7%177,9903.9%Computer and TechnologyMUBiShares National Muni Bond ETF$26,371,764$1,750,830 ▲7.1%247,5062.5%ETFDFAEDimensional Emerging Core Equity Market ETF$23,413,567$3,198,929 ▲15.8%922,8842.2%ETFAMZNAmazon.com$20,756,488$742,855 ▼-3.5%94,6102.0%Retail/WholesaleJPMJPMorgan Chase & Co.$20,396,444$1,094,995 ▼-5.1%85,0881.9%FinanceGOOGLAlphabet$20,033,430$623,176 ▼-3.0%105,8291.9%Computer and TechnologyKBWBInvesco KBW Bank ETF$19,299,031$2,071,791 ▼-9.7%295,3181.8%ManufacturingVOEVanguard Mid-Cap Value ETF$17,103,295$382,424 ▼-2.2%105,7261.6%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$16,843,901$510,602 ▲3.1%505,2161.6%ETFSCHDSchwab US Dividend Equity ETF$16,390,497$11,759,347 ▲253.9%599,9451.5%ETFVVisa$15,374,714$387,149 ▼-2.5%48,6481.4%Business ServicesPGProcter & Gamble$15,045,750$154,573 ▼-1.0%89,7451.4%Consumer StaplesORCLOracle$14,838,792$1,652,069 ▼-10.0%89,0471.4%Computer and TechnologyBRK.BBerkshire Hathaway$14,585,190$514,926 ▼-3.4%32,1771.4%FinanceIQLTiShares MSCI Intl Quality Factor ETF$13,846,354$1,293,038 ▲10.3%373,0161.3%ETFCSCOCisco Systems$13,513,821$1,144,099 ▼-7.8%228,2741.3%Computer and TechnologyHDHome Depot$13,354,027$720,798 ▼-5.1%34,3301.3%Retail/WholesaleKRKroger$13,201,246$770,979 ▼-5.5%215,8831.2%Retail/WholesaleGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$12,714,951$368,922 ▲3.0%110,3921.2%ETFQDFFlexShares Quality Dividend Index Fund$11,775,007$157,750 ▼-1.3%166,9031.1%ETFTJXTJX Companies$11,050,732$691,154 ▼-5.9%91,4721.0%Retail/WholesaleVVVanguard Large-Cap ETF$11,024,797$230,863 ▼-2.1%40,8781.0%ETFMRKMerck & Co., Inc.$10,613,919$1,515,777 ▼-12.5%106,6941.0%MedicalEFAViShares MSCI EAFE Min Vol Factor ETF$10,509,840$615,389 ▲6.2%148,6331.0%ETFETNEaton$9,676,333$1,598,286 ▼-14.2%29,1570.9%Industrial ProductsJQUAJPMorgan US Quality Factor ETF$9,613,342$426,089 ▲4.6%167,8600.9%ETFUNHUnitedHealth Group$8,872,784$441,616 ▲5.2%17,5400.8%MedicalMDLZMondelez International$8,722,551$1,683,371 ▼-16.2%146,0330.8%Consumer StaplesLOWLowe's Companies$8,518,796$645,382 ▼-7.0%34,5170.8%Retail/WholesaleTTETotalEnergies$8,381,991$2,583,682 ▼-23.6%153,7980.8%Oils/EnergyHONHoneywell International$7,916,315$609,225 ▼-7.1%35,0450.7%Multi-Sector ConglomeratesGOOGAlphabet$7,657,974$539,707 ▼-6.6%40,2120.7%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$7,607,408$257,712 ▼-3.3%38,8470.7%ETFAMGNAmgen$7,523,373$514,503 ▼-6.4%28,8650.7%MedicalJNJJohnson & Johnson$7,522,120$313,825 ▼-4.0%52,0130.7%MedicalACNAccenture$7,273,610$351,086 ▼-4.6%20,6760.7%Computer and TechnologyMDTMedtronic$6,262,033$1,026,458 ▲19.6%78,3930.6%MedicalADBEAdobe$6,093,895$486,480 ▼-7.4%13,7040.6%Computer and TechnologyVGKVanguard FTSE Europe ETF$5,534,394$2,598,525 ▼-32.0%87,1970.5%ETFPFEPfizer$5,441,913$1,135,882 ▼-17.3%205,1230.5%MedicalTAT&T$5,286,374$9,814 ▼-0.2%232,1640.5%Computer and TechnologyMETMetLife$5,268,650$708,753 ▼-11.9%64,3460.5%FinanceXLFFinancial Select Sector SPDR Fund$5,113,072$1,576,235 ▼-23.6%105,7950.5%ETFSPYSPDR S&P 500 ETF Trust$4,863,878$55,678 ▼-1.1%8,2990.5%FinanceCMCSAComcast$4,684,682$921,699 ▼-16.4%124,8250.4%Consumer DiscretionaryREGNRegeneron Pharmaceuticals$4,647,953$95,452 ▲2.1%6,5250.4%MedicalCATCaterpillar$4,597,620$220,921 ▼-4.6%12,6740.4%Industrial ProductsWMTWalmart$4,454,616$18,612 ▼-0.4%49,3040.4%Retail/WholesaleEMREmerson Electric$4,439,792$1,578,744 ▼-26.2%35,8250.4%Industrial ProductsTGTTarget$4,430,930$554,914 ▼-11.1%32,7780.4%Retail/WholesaleXOMExxon Mobil$4,425,430$16,136 ▲0.4%41,1400.4%Oils/EnergyLECOLincoln Electric$4,349,117$1,335,349 ▼-23.5%23,1990.4%Industrial ProductsXLKTechnology Select Sector SPDR Fund$4,290,459$110,447 ▼-2.5%18,4520.4%ETFVPLVanguard FTSE Pacific ETF$4,061,641$2,112,019 ▼-34.2%57,1740.4%ETFEVERGY INC$3,849,522$246,816 ▼-6.0%62,5430.4%ComVTIVanguard Total Stock Market ETF$3,805,205$151,281 ▼-3.8%13,1300.4%ETFNVDANVIDIA$3,692,035$116,295 ▲3.3%27,4930.3%Computer and TechnologyABBVAbbVie$3,670,216$4,976 ▲0.1%20,6540.3%MedicalMASMasco$3,607,237$1,709,749 ▲90.1%49,7070.3%ConstructionIBMInternational Business Machines$3,524,315$378,987 ▲12.0%16,0320.3%Computer and TechnologyVISVanguard Industrials ETF$3,498,887$957,526 ▼-21.5%13,7540.3%ETFLLYEli Lilly and Company$3,493,300$8,492 ▼-0.2%4,5250.3%MedicalNEENextEra Energy$3,465,566$45,451 ▲1.3%48,3410.3%UtilitiesEOGEOG Resources$3,348,641$1,592,682 ▲90.7%27,3180.3%Oils/EnergyUNPUnion Pacific$3,099,292$773,056 ▲33.2%13,5910.3%TransportationPEPPepsiCo$3,090,619$77,551 ▼-2.4%20,3250.3%Consumer StaplesVSGXVanguard ESG International Stock ETF$2,981,399$43,716 ▲1.5%52,5820.3%ETFADPAutomatic Data Processing$2,803,183$69,670 ▼-2.4%9,5760.3%Business ServicesLMTLockheed Martin$2,787,352$224,504 ▲8.8%5,7360.3%AerospaceSUSAiShares MSCI USA ESG Select ETF$2,614,428$174,360 ▼-6.3%21,5020.2%ETFMAMastercard$2,447,497$34,227 ▼-1.4%4,6480.2%Business ServicesABTAbbott Laboratories$2,155,764$2,262 ▼-0.1%19,0590.2%MedicalXLPConsumer Staples Select Sector SPDR Fund$2,049,205$212,797 ▼-9.4%26,0680.2%ETFTTTrane Technologies$2,035,487$4,063 ▲0.2%5,5110.2%ConstructionCOSTCostco Wholesale$1,989,222$135,608 ▼-6.4%2,1710.2%Retail/WholesaleLINDE PLC$1,951,840$569,391 ▲41.2%4,6620.2%ComRTXRTX$1,846,428$27,889 ▼-1.5%15,9560.2%AerospaceIWViShares Russell 3000 ETF$1,803,613$20,724 ▼-1.1%5,3960.2%ETFCORCencora$1,757,447$687,071 ▲64.2%7,8220.2%MedicalSDYSPDR S&P Dividend ETF$1,747,815$102,510 ▼-5.5%13,2310.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,683,522$39,934 ▼-2.3%7,5040.2%FinanceTMOThermo Fisher Scientific$1,652,771$6,243 ▲0.4%3,1770.2%MedicalAXPAmerican Express$1,637,390$27,601 ▼-1.7%5,5170.2%FinanceCVXChevron$1,615,835$26,795 ▲1.7%11,1560.2%Oils/EnergyMMCMarsh & McLennan Companies$1,496,428$672,065 ▲81.5%7,0450.1%FinanceDHRDanaher$1,350,672$104,445 ▼-7.2%5,8840.1%Multi-Sector ConglomeratesMCDMcDonald's$1,342,771$4,638 ▲0.3%4,6320.1%Retail/WholesaleKOCoca-Cola$1,340,395$149,299 ▲12.5%21,5290.1%Consumer StaplesBMYBristol-Myers Squibb$1,338,775$87,555 ▼-6.1%23,6700.1%MedicalIJHiShares Core S&P Mid-Cap ETF$1,335,802$9,409 ▼-0.7%21,4380.1%ETFEWEdwards Lifesciences$1,322,917$74 ▼0.0%17,8700.1%MedicalGSKGSK$1,303,558$482,375 ▲58.7%38,5440.1%MedicalEFAiShares MSCI EAFE ETF$1,256,487$31,907 ▼-2.5%16,6180.1%FinanceSBUXStarbucks$1,142,268$112,694 ▼-9.0%12,5180.1%Retail/WholesaleBLACKROCK INC$1,117,370$1,117,370 ▲New Holding1,0900.1%ComShowing largest 100 holdings. 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