Ledyard National Bank as of Dec. 31, 2022
Portfolio Holdings for Ledyard National Bank
Ledyard National Bank holds 199 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 5.0 | $43M | 328k | 129.93 | |
Ishares Tr core div grwth (DGRO) | 4.6 | $39M | 788k | 50.00 | |
Microsoft Corporation (MSFT) | 4.1 | $35M | 146k | 239.82 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 3.8 | $33M | 528k | 61.64 | |
iShares S&P 500 Index (IVV) | 2.6 | $22M | 57k | 384.21 | |
Pfizer (PFE) | 2.2 | $19M | 362k | 51.24 | |
Broadcom (AVGO) | 2.1 | $18M | 31k | 559.13 | |
Merck & Co (MRK) | 2.0 | $17M | 151k | 110.95 | |
Dimensional Etf Trust (DFAE) | 1.8 | $15M | 693k | 21.95 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 1.8 | $15M | 141k | 105.52 | |
Kroger (KR) | 1.7 | $15M | 328k | 44.58 | |
Vanguard Mid-Cap Value ETF (VOE) | 1.7 | $15M | 108k | 135.24 | |
Cisco Systems (CSCO) | 1.6 | $14M | 291k | 47.64 | |
Oracle Corporation (ORCL) | 1.6 | $13M | 164k | 81.74 | |
Mondelez Int (MDLZ) | 1.6 | $13M | 199k | 66.65 | |
JPMorgan Chase & Co. (JPM) | 1.5 | $13M | 97k | 134.10 | |
Procter & Gamble Company (PG) | 1.5 | $13M | 83k | 151.56 | |
Home Depot (HD) | 1.5 | $12M | 39k | 315.86 | |
Berkshire Hathaway (BRK.B) | 1.5 | $12M | 40k | 308.90 | |
Goldman Sachs Etf Tr activebeta int (GSIE) | 1.4 | $12M | 413k | 28.78 | |
Public Service Enterprise (PEG) | 1.4 | $12M | 192k | 61.27 | |
Amazon (AMZN) | 1.4 | $12M | 139k | 84.00 | |
Truist Financial Corp equities (TFC) | 1.4 | $12M | 267k | 43.03 | |
Federated Investors (FHI) | 1.3 | $11M | 296k | 36.31 | |
Johnson & Johnson (JNJ) | 1.3 | $11M | 61k | 176.65 | |
Alphabet Inc Class A cs (GOOGL) | 1.2 | $11M | 119k | 88.23 | |
Visa (V) | 1.2 | $10M | 50k | 207.76 | |
TJX Companies (TJX) | 1.2 | $9.8M | 123k | 79.60 | |
Dollar General (DG) | 1.1 | $9.3M | 38k | 246.25 | |
Ishares Tr intl dev ql fc (IQLT) | 1.1 | $9.3M | 286k | 32.39 | |
UnitedHealth (UNH) | 1.0 | $8.9M | 17k | 530.18 | |
Flexshares Tr qualt divd idx (QDF) | 1.0 | $8.8M | 168k | 52.60 | |
Vanguard Large-Cap ETF (VV) | 1.0 | $8.8M | 50k | 174.20 | |
Eaton (ETN) | 1.0 | $8.7M | 56k | 156.95 | |
Lowe's Companies (LOW) | 1.0 | $8.7M | 44k | 199.24 | |
Intel Corporation (INTC) | 1.0 | $8.6M | 326k | 26.43 | |
Amgen (AMGN) | 1.0 | $8.4M | 32k | 262.64 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.9 | $8.0M | 107k | 74.55 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.9 | $7.7M | 50k | 151.85 | |
Accenture (ACN) | 0.9 | $7.6M | 29k | 266.84 | |
Vanguard Industrials ETF (VIS) | 0.9 | $7.5M | 41k | 182.64 | |
Emerson Electric (EMR) | 0.9 | $7.3M | 76k | 96.06 | |
Starbucks Corporation (SBUX) | 0.8 | $7.1M | 72k | 99.20 | |
Lincoln Electric Holdings (LECO) | 0.8 | $7.0M | 48k | 144.49 | |
Vanguard European ETF (VGK) | 0.8 | $7.0M | 126k | 55.44 | |
Comcast Corporation (CMCSA) | 0.8 | $6.9M | 198k | 34.97 | |
Financial Select Sector SPDR (XLF) | 0.8 | $6.7M | 197k | 34.20 | |
Target Corporation (TGT) | 0.8 | $6.5M | 43k | 149.04 | |
MetLife (MET) | 0.7 | $6.3M | 88k | 72.37 | |
Goldman Sachs Etf Tr (GSLC) | 0.7 | $6.3M | 82k | 76.13 | |
Ishares Tr eafe min volat (EFAV) | 0.7 | $6.2M | 97k | 63.59 | |
Regeneron Pharmaceuticals (REGN) | 0.7 | $6.0M | 8.4k | 721.49 | |
Texas Instruments Incorporated (TXN) | 0.7 | $6.0M | 36k | 165.22 | |
Alphabet Inc Class C cs (GOOG) | 0.7 | $5.8M | 65k | 88.73 | |
Evergy (EVRG) | 0.7 | $5.7M | 91k | 62.93 | |
Medtronic (MDT) | 0.7 | $5.6M | 72k | 77.72 | |
Vanguard Pacific ETF (VPL) | 0.7 | $5.5M | 86k | 64.35 | |
CVS Caremark Corporation (CVS) | 0.6 | $5.5M | 59k | 93.19 | |
Adobe Systems Incorporated (ADBE) | 0.6 | $5.2M | 16k | 336.53 | |
L3harris Technologies (LHX) | 0.6 | $4.9M | 24k | 208.21 | |
PNC Financial Services (PNC) | 0.6 | $4.9M | 31k | 157.94 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.5 | $4.6M | 62k | 75.54 | |
Citizens Financial (CFG) | 0.5 | $4.5M | 114k | 39.37 | |
Johnson Controls International Plc equity (JCI) | 0.5 | $4.4M | 69k | 64.00 | |
Pepsi (PEP) | 0.5 | $4.1M | 23k | 180.66 | |
Vanguard Total Stock Market ETF (VTI) | 0.5 | $4.0M | 21k | 191.19 | |
Nextera Energy (NEE) | 0.4 | $3.7M | 45k | 83.60 | |
Repligen Corporation (RGEN) | 0.4 | $3.7M | 22k | 169.31 | |
Spdr S&p 500 Etf (SPY) | 0.4 | $3.6M | 9.5k | 382.43 | |
Exxon Mobil Corporation (XOM) | 0.4 | $3.3M | 30k | 110.30 | |
Abbvie (ABBV) | 0.3 | $2.9M | 18k | 161.61 | |
Automatic Data Processing (ADP) | 0.3 | $2.7M | 11k | 238.86 | |
Technology SPDR (XLK) | 0.3 | $2.6M | 21k | 124.44 | |
SPDR S&P Dividend (SDY) | 0.3 | $2.6M | 21k | 125.11 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 0.3 | $2.6M | 23k | 113.96 | |
Coupang (CPNG) | 0.3 | $2.4M | 164k | 14.71 | |
Bristol Myers Squibb (BMY) | 0.3 | $2.3M | 32k | 71.95 | |
Sanofi-Aventis SA (SNY) | 0.3 | $2.3M | 47k | 48.43 | |
Abbott Laboratories (ABT) | 0.3 | $2.2M | 20k | 109.79 | |
Wal-Mart Stores (WMT) | 0.3 | $2.2M | 16k | 141.79 | |
Nike (NKE) | 0.3 | $2.2M | 19k | 117.01 | |
Invesco Solar Etf etf (TAN) | 0.2 | $1.9M | 26k | 72.94 | |
Chevron Corporation (CVX) | 0.2 | $1.9M | 11k | 179.49 | |
Raytheon Technologies Corp (RTX) | 0.2 | $1.9M | 18k | 100.92 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.2 | $1.8M | 22k | 82.32 | |
Vanguard Esg International Stock Etf etf (VSGX) | 0.2 | $1.8M | 38k | 49.19 | |
Vanguard Malvern Fds strm infproidx (VTIP) | 0.2 | $1.8M | 39k | 46.71 | |
First Trust Global Wind Energy (FAN) | 0.2 | $1.8M | 104k | 17.32 | |
MasterCard Incorporated (MA) | 0.2 | $1.7M | 4.7k | 347.73 | |
Consumer Discretionary SPDR (XLY) | 0.2 | $1.6M | 13k | 129.16 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $1.6M | 12k | 135.75 | |
Eli Lilly & Co. (LLY) | 0.2 | $1.6M | 4.3k | 365.84 | |
Edwards Lifesciences (EW) | 0.2 | $1.5M | 21k | 74.61 | |
Thermo Fisher Scientific (TMO) | 0.2 | $1.5M | 2.7k | 550.69 | |
iShares Russell 3000 Index (IWV) | 0.2 | $1.5M | 6.6k | 220.68 | |
American Tower Reit (AMT) | 0.2 | $1.4M | 6.8k | 211.86 | |
Danaher Corporation (DHR) | 0.2 | $1.4M | 5.4k | 265.42 | |
Vanguard High Dividend Yield ETF (VYM) | 0.2 | $1.4M | 13k | 108.21 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $1.3M | 21k | 65.64 | |
International Business Machines (IBM) | 0.2 | $1.3M | 9.6k | 140.89 | |
Comerica Incorporated (CMA) | 0.2 | $1.3M | 20k | 66.85 | |
Invesco Water Resource Port (PHO) | 0.2 | $1.3M | 25k | 51.54 | |
Health Care SPDR (XLV) | 0.1 | $1.2M | 8.8k | 135.85 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $1.2M | 9.7k | 120.60 | |
Trane Technologies (TT) | 0.1 | $1.2M | 6.9k | 168.09 | |
Honeywell International (HON) | 0.1 | $1.1M | 5.3k | 214.30 | |
3M Company (MMM) | 0.1 | $1.1M | 9.3k | 119.92 | |
Coca-Cola Company (KO) | 0.1 | $1.1M | 17k | 63.61 | |
McDonald's Corporation (MCD) | 0.1 | $1.1M | 4.2k | 263.53 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $1.0M | 9.9k | 105.43 | |
Union Pacific Corporation (UNP) | 0.1 | $1.0M | 5.0k | 207.07 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $1.0M | 4.2k | 241.89 | |
Costco Wholesale Corporation (COST) | 0.1 | $1.0M | 2.2k | 456.50 | |
American Express Company (AXP) | 0.1 | $960k | 6.5k | 147.75 | |
Illinois Tool Works (ITW) | 0.1 | $846k | 3.8k | 220.30 | |
Verizon Communications (VZ) | 0.1 | $811k | 21k | 39.40 | |
Wec Energy Group (WEC) | 0.1 | $795k | 8.5k | 93.76 | |
BlackRock (BLK) | 0.1 | $755k | 1.1k | 708.63 | |
Hologic (HOLX) | 0.1 | $738k | 9.9k | 74.81 | |
Invesco Cleantech (ERTH) | 0.1 | $735k | 15k | 47.78 | |
Key (KEY) | 0.1 | $704k | 40k | 17.42 | |
Watts Water Technologies (WTS) | 0.1 | $702k | 4.8k | 146.23 | |
Dxc Technology (DXC) | 0.1 | $653k | 25k | 26.50 | |
Tetra Tech (TTEK) | 0.1 | $634k | 4.4k | 145.19 | |
Applied Materials (AMAT) | 0.1 | $629k | 6.5k | 97.38 | |
Linde | 0.1 | $610k | 1.9k | 326.18 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $594k | 3.3k | 179.76 | |
Consolidated Edison (ED) | 0.1 | $593k | 6.2k | 95.31 | |
At&t (T) | 0.1 | $585k | 32k | 18.41 | |
Flexshares Tr (NFRA) | 0.1 | $579k | 12k | 50.41 | |
Charles Schwab Corporation (SCHW) | 0.1 | $578k | 6.9k | 83.26 | |
Industrial SPDR (XLI) | 0.1 | $566k | 5.8k | 98.21 | |
Walt Disney Company (DIS) | 0.1 | $565k | 6.5k | 86.88 | |
SYSCO Corporation (SYY) | 0.1 | $552k | 7.2k | 76.45 | |
Travelers Companies (TRV) | 0.1 | $533k | 2.8k | 187.49 | |
Air Products & Chemicals (APD) | 0.1 | $531k | 1.7k | 308.26 | |
Vanguard REIT ETF (VNQ) | 0.1 | $525k | 6.4k | 82.48 | |
Deere & Company (DE) | 0.1 | $497k | 1.2k | 428.76 | |
United Parcel Service (UPS) | 0.1 | $496k | 2.9k | 173.84 | |
Berkshire Hathaway (BRK.A) | 0.1 | $469k | 1.00 | 468711.00 | |
Roper Industries (ROP) | 0.1 | $465k | 1.1k | 432.09 | |
Carrier Global Corporation (CARR) | 0.1 | $462k | 11k | 41.25 | |
Analog Devices (ADI) | 0.1 | $446k | 2.7k | 164.03 | |
Hershey Company (HSY) | 0.1 | $440k | 1.9k | 231.57 | |
Flexshares Tr qlt div def idx (QDEF) | 0.1 | $426k | 8.3k | 51.45 | |
Philip Morris International (PM) | 0.0 | $424k | 4.2k | 101.21 | |
Ameren Corporation (AEE) | 0.0 | $420k | 4.7k | 88.92 | |
Bank of America Corporation (BAC) | 0.0 | $418k | 13k | 33.12 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $417k | 4.4k | 94.64 | |
General Motors Company (GM) | 0.0 | $416k | 12k | 33.64 | |
Advanced Energy Industries (AEIS) | 0.0 | $414k | 4.8k | 85.78 | |
Centene Corporation (CNC) | 0.0 | $411k | 5.0k | 82.01 | |
Morgan Stanley (MS) | 0.0 | $407k | 4.8k | 85.02 | |
SPDR Gold Trust (GLD) | 0.0 | $389k | 2.3k | 169.64 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $381k | 1.4k | 266.28 | |
Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $380k | 6.7k | 56.95 | |
Ishares Tr s^p gtfidx etf (WOOD) | 0.0 | $378k | 5.2k | 72.75 | |
Vanguard Information Technology ETF (VGT) | 0.0 | $371k | 1.2k | 319.41 | |
American National BankShares | 0.0 | $369k | 10k | 36.93 | |
Caterpillar (CAT) | 0.0 | $366k | 1.5k | 239.56 | |
PPL Corporation (PPL) | 0.0 | $352k | 12k | 29.22 | |
Nuveen Muni Value Fund (NUV) | 0.0 | $334k | 39k | 8.60 | |
Vanguard Health Care ETF (VHT) | 0.0 | $334k | 1.3k | 248.05 | |
AutoZone (AZO) | 0.0 | $321k | 130.00 | 2466.18 | |
iShares Lehman Aggregate Bond (AGG) | 0.0 | $318k | 3.3k | 96.99 | |
Ball Corporation (BALL) | 0.0 | $308k | 6.0k | 51.14 | |
Waste Management (WM) | 0.0 | $305k | 1.9k | 156.88 | |
Jack Henry & Associates (JKHY) | 0.0 | $304k | 1.7k | 175.56 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $301k | 1.4k | 214.24 | |
Vanguard S&p 500 Etf idx (VOO) | 0.0 | $300k | 855.00 | 351.34 | |
Kellogg Company (K) | 0.0 | $285k | 4.0k | 71.24 | |
iShares MSCI EAFE Growth Index (EFG) | 0.0 | $284k | 3.4k | 83.76 | |
Ishares Tr usa min vo (USMV) | 0.0 | $272k | 3.8k | 72.10 | |
Exelon Corporation (EXC) | 0.0 | $271k | 6.3k | 43.23 | |
PPG Industries (PPG) | 0.0 | $270k | 2.1k | 125.74 | |
Marsh & McLennan Companies (MMC) | 0.0 | $265k | 1.6k | 165.48 | |
S&p Global (SPGI) | 0.0 | $262k | 782.00 | 334.94 | |
Paychex (PAYX) | 0.0 | $260k | 2.3k | 115.56 | |
Nasdaq Omx (NDAQ) | 0.0 | $259k | 4.2k | 61.35 | |
iShares Russell 2000 Index (IWM) | 0.0 | $256k | 1.5k | 174.36 | |
Becton, Dickinson and (BDX) | 0.0 | $252k | 991.00 | 254.30 | |
Colgate-Palmolive Company (CL) | 0.0 | $250k | 3.2k | 78.79 | |
GSK (GSK) | 0.0 | $248k | 7.1k | 35.14 | |
General Dynamics Corporation (GD) | 0.0 | $244k | 984.00 | 248.11 | |
Yum! Brands (YUM) | 0.0 | $241k | 1.9k | 128.08 | |
Duke Energy (DUK) | 0.0 | $239k | 2.3k | 102.99 | |
Ishares Tr (LRGF) | 0.0 | $235k | 6.0k | 39.01 | |
General Mills (GIS) | 0.0 | $231k | 2.7k | 83.85 | |
Norfolk Southern (NSC) | 0.0 | $230k | 934.00 | 246.42 | |
Novo Nordisk A/S (NVO) | 0.0 | $223k | 1.6k | 135.34 | |
Novartis (NVS) | 0.0 | $218k | 2.4k | 90.72 | |
Ecolab (ECL) | 0.0 | $218k | 1.5k | 145.56 | |
CSX Corporation (CSX) | 0.0 | $217k | 7.0k | 30.98 | |
Materials SPDR (XLB) | 0.0 | $212k | 2.7k | 77.68 | |
NVIDIA Corporation (NVDA) | 0.0 | $205k | 1.4k | 146.14 | |
Sherwin-Williams Company (SHW) | 0.0 | $204k | 858.00 | 237.33 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $203k | 459.00 | 442.79 | |
Sprott Physical Gold Trust (PHYS) | 0.0 | $142k | 10k | 14.10 | |
Ford Motor Company (F) | 0.0 | $140k | 12k | 11.63 |