Ledyard National Bank has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.09 Billion distributed in 316 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $84.8M, Ishares Core S&P 500 ETF with a value of $71.4M, Apple Inc. with a value of $62.5M, Microsoft Corp with a value of $54.9M, and Ishares Tr with a value of $49.9M.

Examining the 13F form we can see an increase of $61.6M in the current position value, from $1.03B to 1.09B.

Below you can find more details about Ledyard National Bank portfolio as well as his latest detailed transactions.

Portfolio value $1.09 Billion
ETFs: $473 Million
Technology: $206 Million
Healthcare: $85.7 Million
Financial Services: $66.7 Million
Consumer Defensive: $61.7 Million
Consumer Cyclical: $60.5 Million
Industrials: $58.2 Million
Communication Services: $38.9 Million
Other: $35.4 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 316
  • Current Value $1.09 Billion
  • Prior Value $1.03 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 16 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 105 stocks
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