LT
| |
Legacy Trust13F | |
| Legacy Trust | |
| Last update 2025-07-22 | 144 Stocks (4 new) |
| Value $408.00 Mil | Turnover 2 % |
Legacy Trust Top Holdings of 2025-06-30
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 | 35,984 | 22,342.7 | +47.68% | 5.480 | +1.77% | 0.000 | +16.45% | +8.98% | 642,461.0 | ||
MSFT | Microsoft Corp | 37,454 | 18,630.0 | -8.50% | 4.570 | -0.31% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
AAPL | Apple Inc | 77,571 | 15,915.2 | -8.83% | 3.900 | -0.40% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
PANW | Palo Alto Networks Inc | 65,952 | 13,496.4 | -3.66% | 3.310 | -0.10% | 0.010 | +14.27% | +10.55% | 134,133.5 | Software | |
URI | United Rentals Inc | 17,469 | 13,161.1 | -6.88% | 3.230 | -0.19% | 0.030 | +35.54% | +24.85% | 56,314.7 | Business Services | |
V | Visa Inc | 35,132 | 12,473.6 | -5.14% | 3.060 | -0.16% | 0.000 | +5.61% | +12.38% | 691,480.5 | Credit Services | |
GS | The Goldman Sachs Group Inc | 15,843 | 11,212.9 | -5.50% | 2.750 | -0.12% | 0.010 | +32.53% | +26.85% | 220,674.0 | Capital Markets | |
JPM | JPMorgan Chase & Co | 36,198 | 10,494.2 | -4.41% | 2.570 | -0.10% | 0.000 | +21.80% | +25.72% | 815,415.8 | Banks | |
META | Meta Platforms Inc | 14,030 | 10,355.4 | -7.62% | 2.540 | -0.16% | 0.000 | +34.17% | +22.28% | 1,797,241.1 | Interactive Media | |
GWW | W.W. Grainger Inc | 9,381 | 9,758.5 | -1.76% | 2.390 | -0.04% | 0.020 | +3.47% | +0.24% | 50,547.3 | Industrial Distribution |
Legacy Trust's Historical Top Holdings Breakdowns
Legacy Trust's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +1.77% | 498.8 ($573.99) 620.9 | $637.58 | 11.08% | Add 47.68% | 35,984 | 11,617 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Reduce Reduce | -1.63% | 496.48 ($571.44) 617.85 | $634.42 | 11.02% | Reduce -46% | 14,176 | -12,076 | |
IWM | iShares Russell 2000 ETF | 2025-06-30 | Reduce Reduce | -0.89% | 174.82 ($201.21) 215.79 | $223.55 | 11.10% | Reduce -59.2% | 12,725 | -18,463 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-06-30 | Reduce Reduce | -0.70% | 67.83 ($79.31) 84.09 | $84.87 | 7.01% | Reduce -94.05% | 2,415 | -38,170 | |
IWF | iShares Russell 1000 Growth ETF | 2025-06-30 | Reduce Reduce | -0.66% | 320.42 ($382.13) 424.58 | $437.85 | 14.58% | Reduce -61.52% | 4,711 | -7,531 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.40% | 172.42 ($202.27) 223.89 | $213.76 | 5.68% | Reduce -8.83% | 77,571 | -7,512 | |
LULU | Lululemon Athletica Inc | 2025-06-30 | Reduce Reduce | -0.39% | 225.56 ($275.58) 335.19 | $218.69 | -20.64% | Reduce -48.01% | 6,177 | -5,704 | |
DD | DuPont de Nemours Inc | 2025-06-30 | Reduce Reduce | -0.34% | 55.13 ($66.35) 75.25 | $74.80 | 12.74% | Reduce -28.22% | 47,349 | -18,611 | |
COST | Costco Wholesale Corp | 2025-06-30 | Reduce Reduce | -0.31% | 908.13 ($993.18) 1056.85 | $933.80 | -5.98% | Reduce -14.66% | 7,949 | -1,366 | |
MSFT | Microsoft Corp | 2025-06-30 | Reduce Reduce | -0.31% | 354.56 ($433.34) 497.45 | $510.88 | 17.89% | Reduce -8.5% | 37,454 | -3,479 |
Legacy Trust Total Holding History ($B)
Legacy Trust's Asset Allocation
Legacy Trust Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Legacy Trust's Hypothetical Growth since 2025-06-30
Legacy Trust's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Legacy Trust's Holdings Heat Map
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Legacy Trust's Holdings Bubble Chart
Legacy Trust News
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