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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 Q1 2024 · Filed May 9, 2024 · Accession 0001310658-24-000002

Total Value
$1.03B
Positions
316
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (316)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE DIVIDEND GROWTH ETF46434V6211,151,479$66.9M6.47%
2ISHARES CORE S&P 500 ETF464287200114,048$60.0M5.80%
3MICROSOFT CORPMSFT125,937$53.0M5.13%
4APPLE INCAAPL274,632$47.1M4.56%
5ISHARES CORE MSCI EAFE ETF46432F842616,966$45.8M4.43%
6BROADCOM INCAVGO24,495$32.5M3.14%
7ISHARES NATL MUNI BOND ETF464288414198,953$21.4M2.07%
8DIMENSIONAL EMERG CORE EQ MKT ETF25434V302775,187$19.2M1.85%
9JPMORGAN CHASE & COVYLD93,668$18.8M1.82%
10MERCK & CO INCMRK137,772$18.2M1.76%
11INVESCO KBW BANK PORT ETFIVZ337,360$18.1M1.75%
12AMAZON COM INCAMZN99,535$18.0M1.74%
13KROGER COKR298,449$17.1M1.65%
14VANGUARD MID CAP VALUE ETF922908512106,823$16.7M1.61%
15ALPHABET INC CL AGOOG108,732$16.4M1.59%
16GOLDMAN SACHS ACTIVEBETA INTL EQUITY ETFNVGLF478,484$16.4M1.59%
17TOTALENERGIES SE SPON ADRTTE212,210$14.6M1.41%
18BERKSHIRE HATHAWAY INC BBRK-A34,472$14.5M1.40%
19HOME DEPOT INCHD36,804$14.1M1.37%
20ORACLE CORPORATIONORCL-PD109,017$13.7M1.33%
21PROCTER & GAMBLE CO74271810984,253$13.7M1.32%
22ISHARES MSCI INTL QUAL FACTOR ETF46434V456341,947$13.6M1.31%
23MONDELEZ INTERNATIONAL INC A609207105191,427$13.4M1.30%
24CISCO SYSTEMS INCCSCO265,137$13.2M1.28%
25EATON CORP PLCETN41,151$12.9M1.25%
26VISA INCV45,945$12.8M1.24%
27GOLDMAN SACHS ACTIVEBETA US LGE CAP EQ ETFNVGLF106,618$11.1M1.07%
28TJX COMPANIES INC872540109107,653$10.9M1.06%
29VANGUARD LARGE CAP ETF92290863745,067$10.8M1.05%
30FLEXSHARES QUALITY DVD ETFFLEX161,886$10.7M1.03%
31SCHWAB US DIVIDEND EQUITY ETF808524797128,582$10.4M1.00%
32LINCOLN ELECTRIC HOLDINGS53390010639,753$10.2M0.98%
33LOWES COMPANIES INC54866110739,082$10.0M0.96%
34PFIZER INCPFE338,102$9.4M0.91%
35ACCENTURE PLCACN26,693$9.3M0.90%
36VANGUARD FTSE EUROPE ETF922042874133,433$9.0M0.87%
37ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689125,174$8.9M0.86%
38JOHNSON & JOHNSON COJNJ54,363$8.6M0.83%
39AMGEN INCAMGN29,345$8.3M0.81%
40JPMORGAN US QUALITY FACTOR ETF46641Q761153,435$8.1M0.79%
41VANGUARD DIVIDEND APPREC ETF92190884443,778$8.0M0.77%
42UNITEDHEALTH GROUP INCUNH16,099$8.0M0.77%
43HONEYWELL INTL INC43851610637,984$7.8M0.75%
44COMCAST CORPCCZ177,481$7.7M0.74%
45SPDR FINANCIAL SELECT SECTOR ETF81369Y605178,846$7.5M0.73%
46ADOBE INCADBE14,854$7.5M0.73%
47EMERSON ELECTRIC COEMR63,071$7.2M0.69%
48TARGET CORPTGT39,791$7.1M0.68%
49ALPHABET INC CL CGOOG45,751$7.0M0.67%
50VANGUARD FTSE PACIFIC ETF92204286690,868$6.9M0.67%
51REGENERON PHARMACEUTICALS INCREGN6,981$6.7M0.65%
52MEDTRONIC PLCMDT69,762$6.1M0.59%
53METLIFE INCMET-PF79,025$5.9M0.57%
54VANGUARD INDUSTRIALS ETF92204A60322,881$5.6M0.54%
55SPDR S&P500 ETFSPY9,450$4.9M0.48%
56STARBUCKS CORPSBUX53,820$4.9M0.48%
57CATERPILLAR INCCAT12,982$4.8M0.46%
58FEDERATED HERMES INCFHI130,628$4.7M0.46%
59SPDR TECHNOLOGY SELECT SECTOR ETF81369Y80319,568$4.1M0.39%
60VANGUARD TOTAL STOCK MKT ETF92290876915,572$4.0M0.39%
61CVS HEALTH CORPORATIONCVS50,064$4.0M0.39%
62EVERGY INCEVRG74,102$4.0M0.38%
63JOHNSON CONTROLS INTERNATIONAL PLCG5150210556,430$3.7M0.36%
64ABBVIE INCABBV19,142$3.5M0.34%
65EXXON MOBIL CORPXOM29,087$3.4M0.33%
66VANGUARD ESG INTL STOCK ETF92191072556,738$3.3M0.32%
67PEPSICO INCPEP17,349$3.0M0.29%
68NEXTERA ENERGY INCNEE-PW47,163$3.0M0.29%
69WALMART STORES INCWMT43,643$2.6M0.25%
70ELI LILLY & COLLY3,234$2.5M0.24%
71SPDR CONSUMER STAPLES SELECT SECTOR ETF81369Y30830,385$2.3M0.22%
72ISHARES MSCI USA ESG SELECT SOCIAL IDX ETF46428880220,927$2.3M0.22%
73ABBOTT LABORATORIESABLZF19,742$2.2M0.22%
74MASTERCARD INC CL AMA4,590$2.2M0.21%
75SPDR S&P DIVIDEND ETF78464A76316,349$2.1M0.21%
76NVIDIA CORPNVDA2,323$2.1M0.20%
77INTERNATIONAL BUSINESS MACHINES CORPINTR10,430$2.0M0.19%
78AUTOMATIC DATA PROCESSING INCADP7,948$2.0M0.19%
79SANOFI ADRSNYNF39,823$1.9M0.19%
80THERMO FISHER SCIENTIFICTMO3,073$1.8M0.17%
81ISHARES RUSSELL 3000 ETF4642876895,887$1.8M0.17%
82EDWARDS LIFESCIENCES CORPEW17,988$1.7M0.17%
83RTX CORPORATIONRTX15,674$1.5M0.15%
84NIKE INC CLASS BNKE16,215$1.5M0.15%
85COSTCO WHOLESALE CORP22160K1052,059$1.5M0.15%
86MICROSOFT CORPMSFT3,573$1.5M0.15%
87DANAHER CORP2358511026,011$1.5M0.15%
88SPDR CONSUMER DISC SELECT SECTOR ETF81369Y4078,144$1.5M0.14%
89CHEVRON CORPORATIONCVX9,403$1.5M0.14%
90ISHARES MSCI EAFE INDEX ETF46428746517,817$1.4M0.14%
91UNION PACIFIC CORPUNP5,614$1.4M0.13%
92APPLIED MATERIALS INC0382221056,408$1.3M0.13%
93AMERICAN EXPRESS COAXP5,766$1.3M0.13%
94ISHARES CORE S&P MIDCAP ETF46428750721,465$1.3M0.13%
95TRANE TECHNOLOGIES PLCTT4,051$1.2M0.12%
96BRISTOL MYERS SQUIBB COCELG-RI21,833$1.2M0.11%
97SPDR HEALTH CARE SEL SECT ETF81369Y2097,876$1.2M0.11%
98AMERICAN TOWER CORP03027X1005,858$1.2M0.11%
99VANGUARD SHORT TERM TIPS ETF92202080523,790$1.1M0.11%
100ISHARES IBOXX INV GRADE CORP BD ETF46428724210,105$1.1M0.11%
101INVESCO WATER RESOURCES ETFIVZ16,508$1.1M0.11%
102KIMBERLY-CLARK CORPKMB8,460$1.1M0.11%
103FIRST TRUST GLOBAL WIND ENERGY ETF33736G10670,292$1.1M0.10%
104MCDONALDS CORPMCD3,825$1.1M0.10%
105AT&T INCT-PC59,337$1.0M0.10%
106COUPANG INCCPNG55,000$978,4500.09%
107INTEL CORPINTC21,685$957,8260.09%
108COCA COLA COKO15,364$939,9700.09%
109WATTS WATER TECHNOLOGIESWTS4,409$937,1330.09%
110ISHARES SELECT DIVIDEND ETF4642871687,555$930,6250.09%
111INVESCO SOLAR ETFIVZ20,059$910,0770.09%
112AMGEN INCAMGN3,113$885,0880.09%
113COMERICA INC20034010716,000$879,8400.09%
1143M COMMM8,274$877,6230.08%
115LINDE PLCLIN1,864$865,4920.08%
116BLACKROCK INCBLK1,014$845,3720.08%
117AUTOMATIC DATA PROCESSING INCADP3,213$802,4150.08%
118WALT DISNEY CO2546871066,414$784,8170.08%
119ISHARES EDGE MSCI USA QUAL FACT ETF46432F3394,619$759,1330.07%
120TETRA TECH INCTTEK4,072$752,1390.07%
121ISHARES CORE S&P SMALL CAP ETF4642878046,783$749,6570.07%
122ILLINOIS TOOL WORKS INC4523081092,664$714,8310.07%
123EOG RESOURCES INCEOG5,304$678,0630.07%
124HOLOGIC INCHOLX8,678$676,5370.07%
125ISHARES RUSSELL 1000 GROWTH ETF4642876141,991$671,0670.06%
126CSX CORPCSX18,090$670,5960.06%
127STRYKER CORPSYK1,849$661,7020.06%
128BERKSHIRE HATHAWAY INC ABRK-A1$634,4400.06%
129ISHARES CORE TOT AGGR US BOND ETF4642872266,427$629,4600.06%
130CARRIER GLOBAL CORPCARR10,821$629,0250.06%
131ANALOG DEVICES INCADI3,144$621,8520.06%
132APPLE INCAAPL3,448$591,2630.06%
133TRANE TECHNOLOGIES PLCTT1,925$577,8850.06%
134GSK PLCGLAXF13,366$573,0000.06%
135PEPSICO INCPEP3,249$568,6070.06%
136MASCO CORPMAS7,080$558,4700.05%
137INVESCO QQQ TRUST SERIES 1 ETFIVZ1,228$545,2440.05%
138CONSOLIDATED EDISON INCED5,975$542,5900.05%
139ELI LILLY & COLLY664$516,5650.05%
140SPDR INDUSTRIAL SELECT SECTOR ETF81369Y7044,036$508,3750.05%
141VANGUARD INFO TECH ETF92204A702965$505,9880.05%
142PROCTER & GAMBLE CO7427181093,080$499,7300.05%
143VANGUARD FTSE DEV MKT ETF9219438589,873$495,3280.05%
144ISHARES RUSSELL 1000 VALUE ETF4642875982,759$494,1640.05%
145META PLATFORMS INCMETA1,011$490,9210.05%
146INVESCO MSCI SUSTAINABLE FUTURE ETFIVZ11,614$490,8320.05%
147ROPER TECHNOLOGIES, INCROP875$490,7350.05%
148VANGUARD MID CAP GROWTH ETF9229085382,078$489,9720.05%
149DEERE & COMPANYDE1,171$480,9770.05%
150MARSH & MCLENNAN CO INC5717481022,334$480,7570.05%
151VANGUARD HIGH DIVIDEND YIELD ETF9219464063,943$477,0640.05%
152AMERICAN NATIONAL BANKSHARES INC0277451089,984$476,8360.05%
153SPDR S&P MIDCAP 400 ETFMDY850$472,9400.05%
154VANGUARD S&P 500 ETF922908363981$471,5670.05%
155SPDR GOLD SHARES ETFGLD2,289$470,8930.05%
156TRAVELERS COS INCTRV2,024$465,8030.05%
157BANK OF AMERICA CORP06050510412,157$460,9930.04%
158CENTENE CORPCNC5,799$455,1060.04%
159PFIZER INCPFE16,392$454,8780.04%
160WASTE MANAGEMENT94106L1092,074$442,0730.04%
161FLEXSHARES QUALITY DIV DEFENSIVE ETFFLEX6,875$441,4390.04%
162CENCORA INCCOR1,777$431,7930.04%
163MORGAN STANLEYMS-PQ4,491$422,8730.04%
164PPG INDUSTRIES6935061072,842$411,8060.04%
165JOHNSON & JOHNSON COJNJ2,553$403,8590.04%
166ISHARES MSCI EAFE GROWTH ETF4642888853,757$389,9390.04%
167VERIZON COMMUNICATIONSVZ9,224$387,0390.04%
168ISHARES GLBL TIMBER & FORESTRY ETF4642881744,526$381,9040.04%
169VANGUARD GROWTH ETF9229087361,070$368,2940.04%
170PNC FINANCIAL SERVICES GROUP6934751052,258$364,8930.04%
171CHEVRON CORPORATIONCVX2,307$363,9060.04%
172HERSHEY COMPANYHSY1,869$363,5210.04%
173NOVO-NORDISK A/S SPONS ADRNONOF2,800$359,5200.03%
174AMEREN CORPAEE4,795$354,6380.03%
175INTERCONTINENTAL EXCHANGE INC45866F1042,557$351,4090.03%
176ISHARES RUSSELL 2000 ETF4642876551,634$343,6300.03%
177BRISTOL MYERS SQUIBB COCELG-RI6,315$342,4620.03%
178VANGUARD HEALTH CARE ETF92204A5041,258$340,3140.03%
179AIR PRODUCTS & CHEMICALS INCAIIR1,381$334,5750.03%
180AUTOZONE INCAZO105$330,9230.03%
181KEYCORP NEW49326710820,588$325,4960.03%
182INTUITINTU500$325,0000.03%
183ISHARES U S EQUITY FACTOR ETF46434V2825,989$322,2680.03%
184PPL CORPPPLC11,600$319,3480.03%
185AMERIPRISE FINANCIAL INC03076C106726$318,3070.03%
186PHILIP MORRIS INTERNATIONAL INC7181721093,471$318,0130.03%
187UNITED PARCEL SERVICE INCUPS2,134$317,1760.03%
188S&P GLOBAL INCSPGI742$315,6840.03%
189ISHARES EDGE MSCI MIN VOL USA ETF46429B6973,769$315,0130.03%
190CHARLES SCHWAB CORPSCHW-PJ4,300$311,0620.03%
191BROADCOM INCAVGO232$307,4950.03%
192BALL CORPBALL4,508$303,6590.03%
193ILLINOIS TOOL WORKS INC4523081091,128$302,6760.03%
194VANGUARD REIT INDEX ETF9229085533,499$302,5940.03%
195VALERO ENERGY CORPVLO1,732$295,6350.03%
196GE AEROSPACE3696043011,668$292,7840.03%
197ISHARES S&P GROWTH INDEX ETF4642873093,442$290,6420.03%
198COLGATE PALMOLIVE INCCL3,173$285,7290.03%
199JACK HENRY & ASSOCIATES INC4262811011,623$281,9640.03%
200ADVANCED MICRO DEVICESAMD1,542$278,3160.03%
201PARKER HANNIFIN CORPPH500$277,8950.03%
202BANK OF NEW YORK MELLON CORP0640581004,819$277,6710.03%
203WALMART STORES INCWMT4,554$274,0140.03%
204VERIZON COMMUNICATIONSVZ6,508$273,0760.03%
205INTEL CORPINTC6,071$268,1560.03%
206CISCO SYSTEMS INCCSCO5,364$267,7170.03%
207SHELL PLC ADRRYDAF3,955$265,1430.03%
208ECOLAB INCECL1,143$263,9190.03%
209EATON CORP PLCETN837$261,7130.03%
210TEXAS INSTRUMENTS INC8825081041,491$259,7470.03%
211HOME DEPOT INCHD675$258,9300.03%
212SCHLUMBERGER LTDSLB4,678$256,4010.02%
213ISHARES 5-10 YR INV GRADE CORP BOND ETF4642886384,884$252,0140.02%
214QUEST DIAGNOSTICS INCDGX1,874$249,4480.02%
215PUBLIC SERVICE ENTERPRISE GROUP7445731063,717$248,2210.02%
216MERCK & CO INCMRK1,850$244,1080.02%
217ISHARES RUSSELL MID CAP ETF4642874992,891$243,1040.02%
218ASML HOLDING NVASMLF250$242,6180.02%
219MCDONALDS CORPMCD827$233,1730.02%
220INVESCO S&P 500 EQUAL WEIGHT ETFIVZ1,372$232,3760.02%
221ISHARES CORE MSCI EAFE ETF46432F8423,126$232,0120.02%
222KELLANOVABEKE4,013$229,9050.02%
223EXELON CORPEXC6,040$226,9230.02%
224ISHARES NATL MUNI BOND ETF4642884142,087$224,5610.02%
225UNION PACIFIC CORPUNP900$221,3370.02%
226SPDR MATERIALS SELECT SECTOR ETF81369Y1002,333$216,7120.02%
227ISHARES 1-5 YR INV GRADE CORP BD ETF4642886464,214$216,0940.02%
228VISA INCV772$215,4500.02%
229QUALCOMMQCOM1,267$214,5030.02%
230ENTEGRIS INCENTG1,513$212,6370.02%
231SYSCO CORPORATIONSYY2,584$209,7690.02%
232BROADRIDGE FINL SOLUTIONS INC11133T1031,008$206,4990.02%
233VANGUARD VALUE ETF9229087441,267$206,3440.02%
234PAYCHEX INCPAYX1,675$205,6900.02%
235WISDOMTREE LARGE CAP DIVIDEND ETFWT2,818$203,4310.02%
236ISHARES MSCI JAPAN VALUE ETF46435U3746,046$200,9090.02%
237AT&T INCT-PC10,978$193,2130.02%
238GENERAL MILLS INC3703341042,644$185,0010.02%
239INGERSOLL RAND INCIR1,857$176,3220.02%
240NOVO-NORDISK A/S SPONS ADRNONOF1,359$174,4960.02%
241EMERSON ELECTRIC COEMR1,531$173,6460.02%
242GENERAL DYNAMICS CORPGD612$172,8840.02%
243META PLATFORMS INCMETA350$169,9530.02%
244AMAZON COM INCAMZN910$164,1460.02%
245DOW INCDOW2,813$162,9570.02%
246YUM BRANDS INCYUM1,165$161,5270.02%
247KIMBERLY-CLARK CORPKMB1,200$155,2200.02%
248ALPHABET INC CL CGOOG940$143,1240.01%
249TEXAS INSTRUMENTS INC882508104821$143,0260.01%
250ALPHABET INC CL AGOOG940$141,8740.01%
251SHELL PLC ADRRYDAF1,937$129,8560.01%
252HONEYWELL INTL INC438516106600$123,1500.01%
253INVESCO KBW BANK PORT ETFIVZ2,180$116,9790.01%
254ABBVIE INCABBV639$116,3620.01%
255VANGUARD MID CAP VALUE ETF922908512738$115,0620.01%
256NASDAQ INCNDAQ1,800$113,5800.01%
257LINDE PLCLIN225$104,4720.01%
258UNITED PARCEL SERVICE INCUPS700$104,0410.01%
259JPMORGAN CHASE & COVYLD485$97,1460.01%
260YUM BRANDS INCYUM700$97,0550.01%
261NASDAQ INCNDAQ1,500$94,6500.01%
262ABBOTT LABORATORIESABLZF826$93,8830.01%
263INGERSOLL RAND INCIR979$92,9560.01%
264GENERAL MILLS INC3703341041,325$92,7100.01%
265COCA COLA COKO1,500$91,7700.01%
266VANGUARD MID CAP GROWTH ETF922908538385$90,7790.01%
267EXXON MOBIL CORPXOM775$90,0860.01%
268BERKSHIRE HATHAWAY INC BBRK-A204$85,7860.01%
269TOTALENERGIES SE SPON ADRTTE1,195$82,2520.01%
270ISHARES MSCI EAFE INDEX ETF4642874651,006$80,3390.01%
271CVS HEALTH CORPORATIONCVS1,000$79,7600.01%
272METLIFE INCMET-PF841$62,3270.01%
273BANK OF AMERICA CORP0605051041,500$56,8800.01%
274MONDELEZ INTERNATIONAL INC A609207105800$56,0000.01%
275GE AEROSPACE369604301307$53,8880.01%
276DOW INCDOW866$50,1670.00%
277FEDERATED HERMES INCFHI1,170$42,2600.00%
278PPG INDUSTRIES693506107289$41,8760.00%
279EVERGY INCEVRG750$40,0350.00%
280ORACLE CORPORATIONORCL-PD313$39,3160.00%
281MASTERCARD INC CL AMA80$38,5260.00%
282INTERNATIONAL BUSINESS MACHINES CORPINTR200$38,1920.00%
283SPDR CONSUMER DISC SELECT SECTOR ETF81369Y407200$36,7780.00%
284STARBUCKS CORPSBUX400$36,5560.00%
285INVESCO WATER RESOURCES ETFIVZ500$33,2850.00%
286SANOFI ADRSNYNF671$32,6110.00%
287GENERAL DYNAMICS CORPGD113$31,9210.00%
288PARKER HANNIFIN CORPPH55$30,5680.00%
289VANGUARD REIT INDEX ETF922908553350$30,2680.00%
290TARGET CORPTGT167$29,5940.00%
291RTX CORPORATIONRTX300$29,2590.00%
292THERMO FISHER SCIENTIFICTMO43$24,9920.00%
293INVESCO SOLAR ETFIVZ500$22,6850.00%
294GOLDMAN SACHS ACTIVEBETA INTL EQUITY ETFNVGLF601$20,6080.00%
295ISHARES CORE S&P SMALL CAP ETF464287804182$20,1150.00%
296TJX COMPANIES INC872540109190$19,2700.00%
297FIRST TRUST GLOBAL WIND ENERGY ETF33736G1061,200$18,5040.00%
298INVESCO MSCI SUSTAINABLE FUTURE ETFIVZ425$17,9610.00%
299QUALCOMMQCOM106$17,9460.00%
300CARRIER GLOBAL CORPCARR300$17,4390.00%
301KROGER COKR305$17,4250.00%
3023M COMMM150$15,9110.00%
303VANGUARD INDUSTRIALS ETF92204A60364$15,6260.00%
304WALT DISNEY CO254687106125$15,2950.00%
305SPDR CONSUMER STAPLES SELECT SECTOR ETF81369Y308200$15,2720.00%
306COMCAST CORPCCZ341$14,7820.00%
307ACCENTURE PLCACN40$13,8640.00%
308ISHARES MSCI INTL QUAL FACTOR ETF46434V456322$12,7710.00%
309GOLDMAN SACHS ACTIVEBETA US LGE CAP EQ ETFNVGLF119$12,3510.00%
310DANAHER CORP23585110246$11,4870.00%
311ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689158$11,1990.00%
312DEERE & COMPANYDE26$10,6790.00%
313PNC FINANCIAL SERVICES GROUP69347510562$10,0190.00%
314NIKE INC CLASS BNKE100$9,3980.00%
315ISHARES CORE DIVIDEND GROWTH ETF46434V621150$8,7090.00%
316EDWARDS LIFESCIENCES CORPEW50$4,7780.00%