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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Ledyard National Bank

Quarter ended Q4 2023 · Filed November 8, 2023 · Accession 0001310658-23-000004

Total Value
$878.4M
Positions
287
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (287)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE DIVIDEND GROWTH ETF46434V6211,042,849$51.7M5.88%
2APPLE INCAAPL285,790$48.9M5.57%
3MICROSOFT CORPMSFT131,165$41.4M4.71%
4ISHARES CORE S&P 500 ETF46428720093,245$40.0M4.56%
5ISHARES CORE MSCI EAFE ETF46432F842569,976$36.7M4.18%
6BROADCOM INCAVGO27,348$22.7M2.59%
7DIMENSIONAL EMERG CORE EQ MKT ETF25434V302749,231$16.9M1.93%
8ISHARES NATL MUNI BOND ETF464288414164,820$16.9M1.92%
9MERCK & CO INCMRK145,231$15.0M1.70%
10CISCO SYSTEMS INCCSCO277,691$14.9M1.70%
11ALPHABET INC CL AGOOG111,846$14.6M1.67%
12VANGUARD MID CAP VALUE ETF922908512107,470$14.1M1.60%
13KROGER COKR312,116$14.0M1.59%
14TOTALENERGIES SE SPON ADRTTE212,037$13.9M1.59%
15JP MORGAN CHASE & COVYLD94,569$13.7M1.56%
16INVESCO KBW BANK PORT ETFIVZ342,056$13.7M1.56%
17MONDELEZ INTERNATIONAL INC A609207105195,480$13.6M1.54%
18GOLDMAN SACHS ACTIVEBETA INTL EQUITY ETFNVGLF442,640$13.3M1.51%
19AMAZON COM INCAMZN103,383$13.1M1.50%
20BERKSHIRE HATHAWAY INC BBRK-A36,975$13.0M1.47%
21ORACLE CORPORATIONORCL-PD114,192$12.1M1.38%
22PROCTER & GAMBLE CO74271810979,367$11.6M1.32%
23PFIZER INCPFE348,074$11.5M1.31%
24HOME DEPOT INCHD36,237$10.9M1.25%
25ISHARES MSCI INTL QUAL FACTOR ETF46434V456318,417$10.7M1.22%
26VISA INCV46,406$10.7M1.22%
27EATON CORP PLCETN49,354$10.5M1.20%
28TJX COMPANIES INC872540109115,138$10.2M1.16%
29FEDERATED HERMES INCFHI282,638$9.6M1.09%
30FLEXSHARES QUALITY DVD ETFFLEX164,564$9.2M1.04%
31VANGUARD LARGE CAP ETF92290863746,142$9.0M1.03%
32LOWES COMPANIES INC54866110741,016$8.5M0.97%
33ACCENTURE PLCACN27,568$8.5M0.96%
34JOHNSON & JOHNSON COJNJ54,186$8.4M0.96%
35COMCAST CORPCCZ189,500$8.4M0.96%
36GOLDMAN SACHS ACTIVEBETA US LGE CAP EQ ETFNVGLF98,165$8.3M0.94%
37UNITEDHEALTH GROUP INCUNH16,325$8.2M0.94%
38LINCOLN ELECTRIC HOLDINGS53390010643,837$8.0M0.91%
39ADOBE INCADBE15,514$7.9M0.90%
40SCHWAB US DIVIDEND EQUITY ETF808524797110,524$7.8M0.89%
41AMGEN INCAMGN28,713$7.7M0.88%
42VANGUARD INDUSTRIALS ETF92204A60338,905$7.6M0.86%
43ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689114,502$7.5M0.85%
44VANGUARD FTSE EUROPE ETF922042874127,382$7.4M0.84%
45VANGUARD DIVIDEND APPREC ETF92190884447,320$7.4M0.84%
46ALPHABET INC CL CGOOG50,821$6.7M0.76%
47HONEYWELL INTL INC43851610635,977$6.6M0.76%
48EMERSON ELECTRIC COEMR67,591$6.5M0.74%
49SPDR FINANCIAL SELECT SECTOR ETF81369Y605190,617$6.3M0.72%
50REGENERON PHARMACEUTICALS INCREGN7,633$6.3M0.72%
51STARBUCKS CORPSBUX67,977$6.2M0.71%
52VANGUARD FTSE PACIFIC ETF92204286689,112$6.0M0.68%
53JPMORGAN US QUALITY FACTOR ETF46641Q761130,987$5.7M0.65%
54MEDTRONIC PLCMDT66,822$5.2M0.60%
55METLIFE INCMET-PF80,473$5.1M0.58%
56EVERGY INCEVRG88,918$4.5M0.51%
57TARGET CORPTGT39,647$4.4M0.50%
58SPDR S&P500 ETFSPY9,423$4.0M0.46%
59CVS HEALTH CORPORATIONCVS57,665$4.0M0.46%
60VANGUARD TOTAL STOCK MKT ETF92290876917,664$3.8M0.43%
61JOHNSON CONTROLS INTERNATIONAL PLCG5150210563,962$3.4M0.39%
62SPDR TECHNOLOGY SELECT SECTOR ETF81369Y80320,601$3.4M0.38%
63REPLIGEN CORPRGEN20,933$3.3M0.38%
64EXXON MOBIL CORPXOM28,027$3.3M0.38%
65PEPSICO INCPEP18,865$3.2M0.36%
66VANGUARD ESG INTL STOCK ETF92191072555,847$2.8M0.32%
67NEXTERA ENERGY INCNEE-PW47,348$2.7M0.31%
68SPDR CONSUMER STAPLES SELECT SECTOR ETF81369Y30837,646$2.6M0.29%
69ABBVIE INCABBV16,388$2.4M0.28%
70SANOFI ADRSNYNF43,568$2.3M0.27%
71WALMART STORES INCWMT14,452$2.3M0.26%
72SPDR S&P DIVIDEND ETF78464A76318,507$2.1M0.24%
73MASTERCARD INC CL AMA4,764$1.9M0.21%
74ABBOTT LABORATORIESABLZF18,767$1.8M0.21%
75AUTOMATIC DATA PROCESSING INCADP7,543$1.8M0.21%
76ELI LILLY & COLLY3,312$1.8M0.20%
77ISHARES MSCI USA ESG SELECT SOCIAL IDX ETF46428880219,521$1.8M0.20%
78NIKE INC CLASS BNKE17,729$1.7M0.19%
79CHEVRON CORPORATIONCVX9,590$1.6M0.18%
80SPDR CONSUMER DISC SELECT SECTOR ETF81369Y40710,033$1.6M0.18%
81ISHARES RUSSELL 3000 ETF4642876896,463$1.6M0.18%
82THERMO FISHER SCIENTIFICTMO2,905$1.5M0.17%
83BRISTOL MYERS SQUIBB COCELG-RI24,475$1.4M0.16%
84DANAHER CORP2358511025,612$1.4M0.16%
85EDWARDS LIFESCIENCES CORPEW19,728$1.4M0.16%
86COUPANG INCCPNG77,000$1.3M0.15%
87RTX CORPORATIONRTX18,128$1.3M0.15%
88INTERNATIONAL BUSINESS MACHINES CORPINTR9,203$1.3M0.15%
89ISHARES MSCI EAFE INDEX ETF46428746518,309$1.3M0.14%
90VANGUARD SHORT TERM TIPS ETF92202080525,559$1.2M0.14%
91KIMBERLY-CLARK CORPKMB9,922$1.2M0.14%
92TEXAS INSTRUMENTS INC8825081047,404$1.2M0.13%
93FIRST TRUST GLOBAL WIND ENERGY ETF33736G10680,493$1.2M0.13%
94INVESCO SOLAR ETFIVZ22,444$1.2M0.13%
95ISHARES CORE S&P MIDCAP ETF4642875074,604$1.1M0.13%
96MICROSOFT CORPMSFT3,573$1.1M0.13%
97COSTCO WHOLESALE CORP22160K1051,931$1.1M0.12%
98SPDR HEALTH CARE SEL SECT ETF81369Y2098,323$1.1M0.12%
99ISHARES IBOXX INV GRADE CORP BD ETF46428724210,320$1.1M0.12%
100AMERICAN TOWER CORP03027X1006,325$1.0M0.12%
101INTEL CORPINTC26,817$953,3440.11%
102ISHARES EDGE MSCI USA QUAL FACT ETF46432F3397,080$933,0730.11%
103ISHARES SELECT DIVIDEND ETF4642871688,359$899,7630.10%
104INVESCO WATER RESOURCES ETFIVZ16,911$899,3270.10%
105AMERICAN EXPRESS COAXP5,950$887,6810.10%
106APPLIED MATERIALS INC0382221056,408$887,1880.10%
107UNION PACIFIC CORPUNP4,336$882,9400.10%
108COCA COLA COKO15,503$867,8580.10%
109AMGEN INCAMGN3,113$836,6500.10%
110WATTS WATER TECHNOLOGIESWTS4,832$835,0660.10%
111DOLLAR GENERAL CORP2566771057,878$833,4920.09%
112TRANE TECHNOLOGIES PLCTT4,096$831,1190.09%
113NVIDIA CORPNVDA1,838$799,5120.09%
1143M COMMM8,424$788,6550.09%
115AUTOMATIC DATA PROCESSING INCADP3,254$782,8470.09%
116MCDONALDS CORPMCD2,946$776,0940.09%
117BLACKROCK INCBLK1,064$687,8650.08%
118TETRA TECH INCTTEK4,383$666,3470.08%
119COMERICA INC20034010716,000$664,8000.08%
120ISHARES CORE S&P SMALL CAP ETF4642878046,965$657,0080.07%
121HOLOGIC INCHOLX9,241$641,3250.07%
122CARRIER GLOBAL CORPCARR11,363$627,2380.07%
123ILLINOIS TOOL WORKS INC4523081092,664$613,5460.07%
124APPLE INCAAPL3,448$590,3320.07%
125LINDE PLCLIN1,571$584,9620.07%
126WALT DISNEY CO2546871067,188$582,5870.07%
127PEPSICO INCPEP3,355$568,4710.06%
128INVESCO MSCI SUSTAINABLE FUTURE ETFIVZ12,758$564,9510.06%
129CSX CORPCSX18,334$563,7710.06%
130SPDR INDUSTRIAL SELECT SECTOR ETF81369Y7045,403$547,7560.06%
131ISHARES CORE TOT AGGR US BOND ETF4642872265,819$547,2190.06%
132PFIZER INCPFE16,392$543,7230.06%
133AIR PRODUCTS & CHEMICALS INCAIIR1,888$535,0590.06%
134BERKSHIRE HATHAWAY INC ABRK-A1$531,4770.06%
135VANGUARD HIGH DIVIDEND YIELD ETF9219464065,115$528,4820.06%
136CONSOLIDATED EDISON INCED5,975$511,0420.06%
137ROPER TECHNOLOGIES, INCROP1,040$503,6510.06%
138STRYKER CORPSYK1,729$472,4840.05%
139DEERE & COMPANYDE1,200$452,8560.05%
140SPDR S&P MIDCAP 400 ETFMDY991$452,5300.05%
141PROCTER & GAMBLE CO7427181093,080$449,2490.05%
142INVESCO QQQ TRUST SERIES 1 ETFIVZ1,252$448,5540.05%
143HERSHEY COMPANYHSY2,179$435,9740.05%
144ANALOG DEVICES INCADI2,454$429,6710.05%
145VANGUARD INFO TECH ETF92204A7021,009$418,6340.05%
146VANGUARD MID CAP GROWTH ETF9229085382,138$416,4180.05%
147ISHARES RUSSELL 1000 GROWTH ETF4642876141,556$413,8800.05%
148VANGUARD FTSE DEV MKT ETF9219438589,229$403,4920.05%
149ISHARES GLBL TIMBER & FORESTRY ETF4642881745,423$401,4100.05%
150SPDR GOLD SHARES ETFGLD2,326$398,7930.05%
151JOHNSON & JOHNSON COJNJ2,553$397,6300.05%
152CATERPILLAR INCCAT1,447$395,0310.04%
153VANGUARD S&P 500 ETF922908363996$391,1290.04%
154TRANE TECHNOLOGIES PLCTT1,925$390,6020.04%
155CENTENE CORPCNC5,650$389,1720.04%
156CHEVRON CORPORATIONCVX2,307$389,0060.04%
157BANK OF AMERICA CORP06050510414,153$387,5090.04%
158MORGAN STANLEYMS-PQ4,741$387,1970.04%
159AMERICAN NATIONAL BANKSHARES INC0277451089,984$378,7930.04%
160FLEXSHARES QUALITY DIV DEFENSIVE ETFFLEX6,975$377,2790.04%
161VERIZON COMMUNICATIONSVZ11,484$372,1960.04%
162BRISTOL MYERS SQUIBB COCELG-RI6,315$366,5230.04%
163ELI LILLY & COLLY664$356,6540.04%
164TRAVELERS COS INCTRV2,152$351,4430.04%
165AMEREN CORPAEE4,695$351,3270.04%
166PHILIP MORRIS INTERNATIONAL INC7181721093,681$340,7870.04%
167WASTE MANAGEMENT94106L1092,224$339,0270.04%
168META PLATFORMS INCMETA1,113$334,1340.04%
169UNITED PARCEL SERVICE INCUPS2,134$332,6270.04%
170GENERAL MOTORS CO37045V10010,014$330,1620.04%
171VANGUARD GROWTH ETF9229087361,177$320,5090.04%
172PNC FINANCIAL SERVICES GROUP6934751052,577$316,3780.04%
173MARSH & MCLENNAN CO INC5717481021,635$311,1410.04%
174ISHARES RUSSELL 2000 ETF4642876551,733$306,2900.03%
175ISHARES 1-5 YR INV GRADE CORP BD ETF4642886466,146$306,2550.03%
176VANGUARD HEALTH CARE ETF92204A5041,298$305,1600.03%
177AUTOZONE INCAZO119$302,2590.03%
178ISHARES MSCI EAFE GROWTH ETF4642888853,492$301,3600.03%
179CISCO SYSTEMS INCCSCO5,364$288,3690.03%
180PPL CORPPPLC12,050$283,8980.03%
181FLEXSHARES STOXX GLOBAL BROAD INFRA ETFFLEX5,829$282,3120.03%
182AT&T INCT-PC18,576$279,0120.03%
183ISHARES EDGE MSCI MIN VOL USA ETF46429B6973,820$276,4920.03%
184KEYCORP NEW49326710825,596$275,4130.03%
185S&P GLOBAL INCSPGI749$273,6920.03%
186INTEL CORPINTC7,642$271,6730.03%
187VANGUARD REIT INDEX ETF9229085533,574$270,4090.03%
188PPG INDUSTRIES6935061072,042$265,0520.03%
189PUBLIC SERVICE ENTERPRISE GROUP7445731064,639$264,0050.03%
190JACK HENRY & ASSOCIATES INC4262811011,730$261,4720.03%
191ISHARES U S EQUITY FACTOR ETF46434V2826,034$261,3930.03%
192NOVO-NORDISK A/S SPONS ADRNONOF2,800$254,6320.03%
193SHELL PLC ADRRYDAF3,955$254,6230.03%
194KELLANOVABEKE4,213$250,7160.03%
195GSK PLCGLAXF6,769$245,3760.03%
196ISHARES RUSSELL 1000 VALUE ETF4642875981,613$244,8860.03%
197WALMART STORES INCWMT1,518$242,7740.03%
198AMERIPRISE FINANCIAL INC03076C106726$239,3480.03%
199ECOLAB INCECL1,403$237,6680.03%
200ISHARES 5-10 YR INV GRADE CORP BOND ETF4642886384,884$237,6070.03%
201CHARLES SCHWAB CORPSCHW-PJ4,300$236,0700.03%
202PAYCHEX INCPAYX2,040$235,2730.03%
203EXELON CORPEXC6,040$228,2520.03%
204ILLINOIS TOOL WORKS INC452308109979$225,4730.03%
205BALL CORPBALL4,508$224,4080.03%
206COLGATE PALMOLIVE INCCL3,126$222,2900.03%
207MCDONALDS CORPMCD827$217,8650.02%
208ISHARES RUSSELL MID CAP ETF4642874993,138$217,3070.02%
209VERIZON COMMUNICATIONSVZ6,508$210,9240.02%
210INVESCO S&P 500 EQUAL WEIGHT ETFIVZ1,465$207,5760.02%
211HOME DEPOT INCHD675$203,9580.02%
212ISHARES NATL MUNI BOND ETF4642884141,979$202,9270.02%
213BROADCOM INCAVGO232$192,6950.02%
214MERCK & CO INCMRK1,850$190,4580.02%
215ISHARES CORE MSCI EAFE ETF46432F8422,941$189,2530.02%
216UNION PACIFIC CORPUNP900$183,2670.02%
217EATON CORP PLCETN837$178,5150.02%
218VISA INCV772$177,5680.02%
219AT&T INCT-PC10,978$164,8900.02%
220SHELL PLC ADRRYDAF2,548$164,0400.02%
221EMERSON ELECTRIC COEMR1,531$147,8490.02%
222YUM BRANDS INCYUM1,165$145,5550.02%
223KIMBERLY-CLARK CORPKMB1,200$145,0200.02%
224TEXAS INSTRUMENTS INC882508104870$138,3390.02%
225ALPHABET INC CL CGOOG940$123,9390.01%
226ALPHABET INC CL AGOOG940$123,0080.01%
227HONEYWELL INTL INC438516106600$110,8440.01%
228UNITED PARCEL SERVICE INCUPS700$109,1090.01%
229AMAZON COM INCAMZN830$105,5100.01%
230META PLATFORMS INCMETA350$105,0740.01%
231NOVO-NORDISK A/S SPONS ADRNONOF1,148$104,3990.01%
232VANGUARD MID CAP VALUE ETF922908512738$96,6480.01%
233ABBVIE INCABBV639$95,2490.01%
234EXXON MOBIL CORPXOM775$91,1250.01%
235YUM BRANDS INCYUM700$87,4580.01%
236INVESCO KBW BANK PORT ETFIVZ2,180$87,3530.01%
237COCA COLA COKO1,500$83,9700.01%
238LINDE PLCLIN225$83,7790.01%
239ABBOTT LABORATORIESABLZF826$79,9980.01%
240TOTALENERGIES SE SPON ADRTTE1,195$78,5830.01%
241VANGUARD MID CAP GROWTH ETF922908538385$74,9860.01%
242BERKSHIRE HATHAWAY INC BBRK-A204$71,4610.01%
243JP MORGAN CHASE & COVYLD485$70,3350.01%
244CVS HEALTH CORPORATIONCVS1,000$69,8200.01%
245ISHARES MSCI EAFE INDEX ETF4642874651,006$69,3340.01%
246MONDELEZ INTERNATIONAL INC A609207105800$55,5200.01%
247METLIFE INCMET-PF841$52,9070.01%
248BANK OF AMERICA CORP0605051041,500$41,0700.00%
249FEDERATED HERMES INCFHI1,170$39,6280.00%
250MASTERCARD INC CL AMA100$39,5910.00%
251EVERGY INCEVRG750$38,0250.00%
252PPG INDUSTRIES693506107289$37,5120.00%
253STARBUCKS CORPSBUX400$36,5080.00%
254SANOFI ADRSNYNF671$35,9920.00%
255ORACLE CORPORATIONORCL-PD313$33,1530.00%
256SPDR CONSUMER DISC SELECT SECTOR ETF81369Y407200$32,1960.00%
257INTERNATIONAL BUSINESS MACHINES CORPINTR200$28,0600.00%
258INVESCO WATER RESOURCES ETFIVZ500$26,5900.00%
259VANGUARD REIT INDEX ETF922908553350$26,4810.00%
260INVESCO SOLAR ETFIVZ500$25,8950.00%
261THERMO FISHER SCIENTIFICTMO43$21,7650.00%
262RTX CORPORATIONRTX300$21,5910.00%
263INVESCO MSCI SUSTAINABLE FUTURE ETFIVZ425$18,8200.00%
264TARGET CORPTGT167$18,4650.00%
265GOLDMAN SACHS ACTIVEBETA INTL EQUITY ETFNVGLF601$18,0480.00%
266FIRST TRUST GLOBAL WIND ENERGY ETF33736G1061,200$17,3880.00%
267ISHARES CORE S&P SMALL CAP ETF464287804182$17,1680.00%
268TJX COMPANIES INC872540109190$16,8870.00%
269KROGER COKR371$16,6020.00%
270CARRIER GLOBAL CORPCARR300$16,5600.00%
271COMCAST CORPCCZ341$15,1200.00%
2723M COMMM150$14,0430.00%
273SPDR CONSUMER STAPLES SELECT SECTOR ETF81369Y308200$13,7620.00%
274VANGUARD INDUSTRIALS ETF92204A60364$12,4790.00%
275ACCENTURE PLCACN40$12,2840.00%
276DANAHER CORP23585110246$11,4130.00%
277ISHARES MSCI INTL QUAL FACTOR ETF46434V456322$10,8220.00%
278ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689158$10,3050.00%
279WALT DISNEY CO254687106125$10,1310.00%
280GOLDMAN SACHS ACTIVEBETA US LGE CAP EQ ETFNVGLF119$10,0230.00%
281DEERE & COMPANYDE26$9,8120.00%
282NIKE INC CLASS BNKE100$9,5620.00%
283PNC FINANCIAL SERVICES GROUP69347510562$7,6120.00%
284ISHARES CORE DIVIDEND GROWTH ETF46434V621150$7,4300.00%
285EDWARDS LIFESCIENCES CORPEW50$3,4640.00%
286SPDR FINANCIAL SELECT SECTOR ETF81369Y605100$3,3170.00%
287GENERAL MOTORS CO37045V10050$1,6490.00%