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Ledyard National Bank

Portfolio Manager
Ledyard National Bank
Performance
-4.39% (2026 Q1)
AUM (13F)
$1.15B
# of Holdings
236
Performance Rank
Allocation (Top 20)
54.42%

Ledyard National Bank Holdings Map

Top 50 Ledyard National Bank Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
6.95%1.14M$80.2M
-6.55%(-80.12K)
2025-Q1: 1.20M shares2025-Q2: 1.13M shares2025-Q3: 1.13M shares2025-Q4: 1.22M shares2026-Q1: 1.14M shares
$49.74(+47.10%)
2026-03-31
IVV
ISHARES CORE S&P 500 ETF
5.88%103.8K$67.8M
-11.38%(-13.32K)
2025-Q1: 131.0K shares2025-Q2: 121.5K shares2025-Q3: 119.9K shares2025-Q4: 117.1K shares2026-Q1: 103.8K shares
$389.29(+91.57%)
2026-03-31
AAPL
APPLE INC
5.17%234.9K$59.6M
-0.40%(-946)
2025-Q1: 251.4K shares2025-Q2: 245.4K shares2025-Q3: 240.6K shares2025-Q4: 235.9K shares2026-Q1: 234.9K shares
$54.78(+445.56%)
2026-03-31
IEFA
ISHARES CORE MSCI EAFE ETF
4.64%591.8K$53.6M
+0.21%(+1.25K)
2025-Q1: 619.3K shares2025-Q2: 605.8K shares2025-Q3: 596.0K shares2025-Q4: 590.5K shares2026-Q1: 591.8K shares
$65.49(+48.33%)
2026-03-31
MSFT
MICROSOFT CORP
3.48%108.3K$40.1M
-3.07%(-3.43K)
2025-Q1: 120.9K shares2025-Q2: 118.7K shares2025-Q3: 116.0K shares2025-Q4: 111.7K shares2026-Q1: 108.3K shares
$35.11(+1054.05%)
2026-03-31
AVGO
BROADCOM INC
3.21%119.6K$37.0M
-6.27%(-8.00K)
2025-Q1: 142.8K shares2025-Q2: 140.9K shares2025-Q3: 136.6K shares2025-Q4: 127.5K shares2026-Q1: 119.6K shares
$29.10(+1332.18%)
2026-03-31
DFAE
DIMENSIONAL EMERG CORE EQ MKT ETF
2.94%1.00M$33.9M
+0.66%(+6.59K)
2025-Q1: 987.4K shares2025-Q2: 999.2K shares2025-Q3: 998.8K shares2025-Q4: 993.7K shares2026-Q1: 1.00M shares
$23.69(+67.83%)
2026-03-31
GOOGL
ALPHABET INC CL A
2.27%91.0K$26.2M
-5.97%(-5.77K)
2025-Q1: 103.2K shares2025-Q2: 101.8K shares2025-Q3: 100.3K shares2025-Q4: 96.8K shares2026-Q1: 91.0K shares
$30.07(+1239.05%)
2026-03-31
MUB
ISHARES NATL MUNI BOND ETF
2.19%238.3K$25.3M
+4.01%(+9.18K)
2025-Q1: 250.4K shares2025-Q2: 226.0K shares2025-Q3: 228.8K shares2025-Q4: 229.1K shares2026-Q1: 238.3K shares
$105.88(+0.72%)
2026-03-31
SCHD
SCHWAB US DIVIDEND EQUITY ETF
2.13%802.2K$24.6M
+5.57%(+42.35K)
2025-Q1: 641.9K shares2025-Q2: 708.5K shares2025-Q3: 733.1K shares2025-Q4: 759.8K shares2026-Q1: 802.2K shares
$25.27(+25.64%)
2026-03-31

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