LP

Legacy Private Trust Co.

13F
Legacy Private Trust Co.
Last update 2025-04-05 244 Stocks (18 new)
Value $1.45 Bil Turnover 6 %
Countries:
Top Holdings: IVV(12.55%)VTI(10.34%)SPTM(5.81%)VEA(3.65%)AAPL(2.87%)
Summary Stock Picks Current Portfolio
Legacy Private Trust Co. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
324,801
182,505.7
+8.28%
12.550
+0.96%
0.030
+7.78%
+4.94%
589,764.7
 
VTI
Vanguard Total Stock Market ETF
547,403
150,448.2
+6.58%
10.340
+0.64%
0.030
+7.63%
+4.41%
455,568.5
 
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
1,241,864
84,459.2
+39.26%
5.810
+1.64%
0.900
+7.40%
+4.39%
10,431.9
 
VEA
Vanguard FTSE Developed Markets ETF
1,043,748
53,053.7
-0.01%
3.650
0%
0.040
+9.97%
+19.60%
154,824.0
 
AAPL
Apple Inc
187,738
41,702.2
-2.42%
2.870
-0.08%
0.000
-9.60%
-19.94%
2,987,314.6
Hardware
VXF
Vanguard Extended Market Index ETF
239,534
41,262.1
-22.29%
2.840
-0.85%
0.180
+7.02%
+1.01%
20,290.5
 
NVDA
NVIDIA Corp
279,686
30,312.4
-4.66%
2.080
-0.12%
0.000
+37.01%
+16.07%
3,800,800.8
Semiconductors
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
292,027
28,887.3
-5.07%
1.990
-0.10%
0.020
+1.74%
+3.78%
128,114.4
 
MSFT
Microsoft Corp
72,774
27,318.6
-3.19%
1.880
-0.07%
0.000
+27.39%
+18.10%
3,685,655.8
Software
SCHB
Schwab U.S. Broad Market ETF
1,172,753
25,249.4
-20.25%
1.740
-0.44%
0.080
+7.63%
+4.38%
33,895.6
 

Legacy Private Trust Co.'s Historical Top Holdings Breakdowns

Legacy Private Trust Co.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2025-03-31
Add
Add
+1.64%
●
67.03 ($71.58) 74.61
$74.09
3.51%
Add 39.26%
1,241,864
350,091
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-03-31
Reduce
Reduce
-1.56%
●
120.29 ($128.89) 134.6
$133.51
3.59%
Reduce -81.42%
42,072
-184,340
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.96%
●
554.06 ($590.51) 615.85
$613.95
3.97%
Add 8.28%
324,801
24,841
VXF
Vanguard Extended Market Index ETF
2025-03-31
Reduce
Reduce
-0.85%
●
170.36 ($189.24) 201.04
$190.71
0.78%
Reduce -22.29%
239,534
-68,701
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.64%
●
271.18 ($290.53) 303.12
$301.54
3.79%
Add 6.58%
547,403
33,784
SCHB
Schwab U.S. Broad Market ETF
2025-03-31
Reduce
Reduce
-0.44%
●
21.23 ($22.75) 23.75
$23.55
3.53%
Reduce -20.25%
1,172,753
-297,779
SCHF
Schwab International Equity ETF
2025-03-31
Reduce
Reduce
-0.40%
●
18.36 ($19.62) 20.51
$21.89
11.60%
Reduce -48.15%
359,833
-334,161
AMCR
Amcor PLC
2025-03-31
Reduce
Reduce
-0.21%
●
9.33 ($9.85) 10.39
$9.21
-6.45%
Reduce -60.47%
219,343
-335,500
UBER
Uber Technologies Inc
2025-03-31
New Buy
New Buy
+0.20%
●
63.17 ($72.04) 81.49
$93.36
29.59%
New holding
39,978
39,978
FMB
First Trust Managed Municipal ETF
2025-03-31
Reduce
Reduce
-0.18%
●
50.17 ($51) 51.47
$49.80
-2.35%
Reduce -52.1%
49,886
-54,269

Legacy Private Trust Co. Total Holding History ($B)

To

Legacy Private Trust Co.'s Asset Allocation

To

Legacy Private Trust Co. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Legacy Private Trust Co.'s Hypothetical Growth since 2025-03-31

Legacy Private Trust Co.'s Yearly Returns

Year Portfolio % % Excess Gain %

Legacy Private Trust Co.'s Holdings Heat Map

Size field:

Legacy Private Trust Co.'s Holdings Bubble Chart

Legacy Private Trust Co. News

  • 1

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