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
-0.47%
+0.95%
582,856.4
 
VTI 		Vanguard Total Stock Market ETF
547,403
150,448.2
+6.58%
10.340
+0.64%
0.030
-0.69%
+0.39%
449,832.8
 
SPTM 		SPDR Portfolio S&P 1500 Composite Stock Market ETF
1,241,864
84,459.2
+39.26%
5.810
+1.64%
0.900
-0.68%
+0.46%
10,007.0
 
VEA 		Vanguard FTSE Developed Markets ETF
1,043,748
53,053.7
-0.01%
3.650
0%
0.040
+8.72%
+16.11%
144,775.5
 
AAPL 		Apple Inc
187,738
41,702.2
-2.42%
2.870
-0.08%
0.000
-16.71%
-19.48%
3,004,490.8
Hardware
VXF 		Vanguard Extended Market Index ETF
239,534
41,262.1
-22.29%
2.840
-0.85%
0.180
-1.99%
-3.10%
20,316.5
 
NVDA 		NVIDIA Corp
279,686
30,312.4
-4.66%
2.080
-0.12%
0.000
+8.30%
+0.74%
3,299,026.8
Semiconductors
AGG 		iShares Core U.S. Aggregate Bond ETF
292,027
28,887.3
-5.07%
1.990
-0.10%
0.020
-0.87%
+1.88%
123,255.5
 
MSFT 		Microsoft Corp
72,774
27,318.6
-3.19%
1.880
-0.07%
0.000
+15.85%
+9.33%
3,411,983.6
Software
SCHB 		Schwab U.S. Broad Market ETF
1,172,753
25,249.4
-20.25%
1.740
-0.44%
0.080
-0.63%
+0.33%
32,645.5
 

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 ETF2025-03-31Add
+1.64%
●
67.03 ($71.58) 74.61
$71.53
-0.07%
Add 39.26%
1,241,864
350,091
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2025-03-31Reduce
-1.56%
●
120.29 ($128.89) 134.6
$128.81
-0.06%
Reduce -81.42%
42,072
-184,340
IVV 		iShares Core S&P 500 ETF2025-03-31Add
+0.96%
●
554.06 ($590.51) 615.85
$592.42
0.32%
Add 8.28%
324,801
24,841
VXF 		Vanguard Extended Market Index ETF2025-03-31Reduce
-0.85%
●
170.36 ($189.24) 201.04
$183.47
-3.05%
Reduce -22.29%
239,534
-68,701
VTI 		Vanguard Total Stock Market ETF2025-03-31Add
+0.64%
●
271.18 ($290.53) 303.12
$289.91
-0.21%
Add 6.58%
547,403
33,784
SCHB 		Schwab U.S. Broad Market ETF2025-03-31Reduce
-0.44%
●
21.23 ($22.75) 23.75
$22.71
-0.18%
Reduce -20.25%
1,172,753
-297,779
SCHF 		Schwab International Equity ETF2025-03-31Reduce
-0.40%
●
18.36 ($19.62) 20.51
$21.46
9.40%
Reduce -48.15%
359,833
-334,161
AMCR 		Amcor PLC2025-03-31Reduce
-0.21%
●
9.33 ($9.85) 10.39
$9.11
-7.51%
Reduce -60.47%
219,343
-335,500
UBER 		Uber Technologies Inc2025-03-31New Buy
+0.20%
●
63.17 ($72.04) 81.49
$89.05
23.61%
New holding
39,978
39,978
FMB 		First Trust Managed Municipal ETF2025-03-31Reduce
-0.18%
●
50.17 ($51) 51.47
$49.62
-2.71%
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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