Ledyard National Bank
Ledyard National Bank, founded in 1991 and headquartered in Hanover, New Hampshire, is a full-service community bank and wealth management firm. The bank provides an integrated suite of personal banking, business banking, private banking, investment management, trust services, tax, and wealth management solutions. Serving individuals, families, and institutional clients, Ledyard is rooted in the New England region and is recognized for its personalized approach, local community engagement, and modern digital financial tools. Ledyard employs a team of experienced bankers, accountants, and portfolio managers to deliver service across the Dartmouth-Lake Sunapee and Concord regions.
Investment Strategy
Ledyard National Bank’s Wealth Management division follows a highly personalized, goals-based investment strategy. Their team of advisors takes the time to understand each client’s specific financial objectives, risk tolerance, and time horizon before developing tailored solutions, whether for education savings, retirement planning, or multi-generational wealth management. Ledyard combines active portfolio management with disciplined risk controls and provides trust, investment, and custody services. The bank also partners with Osaic Institutions to offer diversified brokerage and insurance products, while maintaining a strong emphasis on fiduciary responsibility and holistic financial guidance for individuals, families, and institutions.
Top Holdings
Equity Positions (214)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES CORE S&P 500 ETF | 7.13% | $75.5M | 121,539 | $414.51 | $620.90 | +$1.8M |
D DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 6.82% | $72.2M | 1,128,800 | $47.92 | $63.94 | -$2.0M |
M MSFT | MICROSOFT CORP | 5.58% | $59.1M | 118,737 | $40.64 | $497.41 | +$13.7M |
I IEFA | ISHARES CORE MSCI EAFE ETF | 4.78% | $50.6M | 605,754 | $65.38 | $83.48 | +$3.7M |
A AAPL | APPLE INC | 4.75% | $50.3M | 245,374 | $15.07 | $205.17 | -$5.5M |