Ledyard National Bank has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $988 Million distributed in 305 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 $74.2M, Ishares Core S&P 500 ETF with a value of $73.6M, Apple Inc. with a value of $55.9M, Ishares Tr with a value of $46.8M, and Microsoft Corp with a value of $45.4M.

Examining the 13F form we can see an decrease of $69.4M in the current position value, from $1.06B to 988M.

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

Portfolio value $988 Million
ETFs: $453 Million
Technology: $172 Million
Financial Services: $71.4 Million
Healthcare: $70.6 Million
Consumer Cyclical: $53.1 Million
Consumer Defensive: $51 Million
Industrials: $47.7 Million
Communication Services: $35 Million
Other: $34.4 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 305
  • Current Value $988 Million
  • Prior Value $1.06 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
Track This Portfolio

Track Ledyard National Bank Portfolio

Follow Ledyard National Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ledyard National Bank, based on Form 13F filings with the SEC.

News

Stay updated on Ledyard National Bank with notifications on news.