The Analysis of Legacy Trust's Holdings


Currently, Legacy Trust holds 188 types of securities in its portfolio with a total value $507.2M. In the most recent quarter, they have increased their positions in NVDA (+62.6K shares, valued at $11.7M), AAPL (+45.2K shares, valued at $11.5M), MSFT (+5.5K shares, valued at $2.8M); decreased their positions in GS (-426 shares, valued at $339.2K), IWM (-900 shares, valued at $217.8K), URI (-213 shares, valued at $203.3K); initiated new positions in KLAC (+2.2K shares, valued at $2.4M), IBM (+3.4K shares, valued at $961.9K), CAT (+1.9K shares, valued at $893.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC122.8K shares58.26%2025-09-302025-10-24history
IVV ISHARES TR37.4K shares3.95%2025-09-302025-10-24history
MSFT MICROSOFT CORP42.9K shares14.63%2025-09-302025-10-24history
NVDA NVIDIA CORPORATION89.5K shares232.90%2025-09-302025-10-24history
URI UNITED RENTALS INC17.3K shares-1.22%2025-09-302025-10-24history
PANW PALO ALTO NETWORKS INC65.7K shares-0.46%2025-09-302025-10-24history
GOOGL ALPHABET INC53.4K shares6.32%2025-09-302025-10-24history
JPM JPMORGAN CHASE & CO.39.1K shares8.13%2025-09-302025-10-24history
Sponsored
GS GOLDMAN SACHS GROUP INC15.4K shares-2.69%2025-09-302025-10-24history
TSM TAIWAN SEMICONDUCTOR MFG LTD43.5K shares5.58%2025-09-302025-10-24history
V VISA INC34.7K shares-1.15%2025-09-302025-10-24history
AMZN AMAZON COM INC47.9K shares35.36%2025-09-302025-10-24history
META META PLATFORMS INC14.2K shares1.31%2025-09-302025-10-24history
AXP AMERICAN EXPRESS CO30.7K shares6.51%2025-09-302025-10-24history
RTX RTX CORPORATION57.7K shares10.16%2025-09-302025-10-24history
SPY SPDR S&P 500 ETF TR14.2K shares0.28%2025-09-302025-10-24history
Sponsored
IJR ISHARES TR76.0K shares-0.25%2025-09-302025-10-24history
GWW GRAINGER W W INC9.2K shares-1.49%2025-09-302025-10-24history
LNG CHENIERE ENERGY INC36.4K shares-0.21%2025-09-302025-10-24history
SYK STRYKER CORPORATION21.2K shares13.06%2025-09-302025-10-24history
JNJ JOHNSON & JOHNSON41.2K shares4.15%2025-09-302025-10-24history
IWV ISHARES TR19.9K shares-1.39%2025-09-302025-10-24history
CMI CUMMINS INC17.8K shares-1.54%2025-09-302025-10-24history
COST COSTCO WHSL CORP NEW8.0K shares0.09%2025-09-302025-10-24history
Sponsored
IJH ISHARES TR110.4K shares1.25%2025-09-302025-10-24history
EXPE EXPEDIA GROUP INC31.1K shares-2.20%2025-09-302025-10-24history
QCOM QUALCOMM INC39.8K shares-1.00%2025-09-302025-10-24history
LEN LENNAR CORP50.7K shares-1.94%2025-09-302025-10-24history
TTWO TAKE-TWO INTERACTIVE SOFTWAR23.8K shares-2.22%2025-09-302025-10-24history
ORCL ORACLE CORP19.7K shares7.07%2025-09-302025-10-24history
ISRG INTUITIVE SURGICAL INC11.3K shares3.47%2025-09-302025-10-24history
HD HOME DEPOT INC11.6K shares40.40%2025-09-302025-10-24history
Sponsored
CHWY CHEWY INC109.7K shares-2.23%2025-09-302025-10-24history
WYNN WYNN RESORTS LTD32.6K shares-3.00%2025-09-302025-10-24history
UBER UBER TECHNOLOGIES INC41.7K shares7.61%2025-09-302025-10-24history
ALLY ALLY FINL INC97.8K shares-0.47%2025-09-302025-10-24history
DD DUPONT DE NEMOURS INC47.8K shares0.95%2025-09-302025-10-24history
DIS DISNEY WALT CO29.2K shares10.00%2025-09-302025-10-24history
PYPL PAYPAL HLDGS INC49.4K shares-1.98%2025-09-302025-10-24history
USB US BANCORP DEL65.4K shares16.25%2025-09-302025-10-24history
Sponsored
GOOG ALPHABET INC12.6K shares28.34%2025-09-302025-10-24history
EFA ISHARES TR32.8K shares-0.08%2025-09-302025-10-24history
INCY INCYTE CORP35.4K shares-2.04%2025-09-302025-10-24history
IWM ISHARES TR11.8K shares-7.07%2025-09-302025-10-24history
NKE NIKE INC37.6K shares3.86%2025-09-302025-10-24history
BRK.B BERKSHIRE HATHAWAY INC DEL4.8K shares22.46%2025-09-302025-10-24history
TJX TJX COS INC NEW16.6K shares17.39%2025-09-302025-10-24history
KLAC KLA CORP2.2K sharesnew addition2025-09-302025-10-24history
Sponsored
IWF ISHARES TR4.8K shares2.50%2025-09-302025-10-24history
ECL ECOLAB INC8.1K shares-0.25%2025-09-302025-10-24history
IWR ISHARES TR22.5K shares3.32%2025-09-302025-10-24history
EOG EOG RES INC19.2K shares-1.64%2025-09-302025-10-24history
ROP ROPER TECHNOLOGIES INC4.3K shares-0.09%2025-09-302025-10-24history
EEM ISHARES TR40.2K shares0.05%2025-09-302025-10-24history
SBAC SBA COMMUNICATIONS CORP NEW10.9K shares0.83%2025-09-302025-10-24history
ZTS ZOETIS INC13.4K shares-1.14%2025-09-302025-10-24history
Sponsored
ALB ALBEMARLE CORP24.0K shares-7.96%2025-09-302025-10-24history
ADBE ADOBE INC5.0K shares19.55%2025-09-302025-10-24history
LLY ELI LILLY & CO2.2K shares119.14%2025-09-302025-10-24history
GNTX GENTEX CORP60.0K shares-0.88%2025-09-302025-10-24history
ELV ELEVANCE HEALTH INC FORMERLY5.2K shares-0.46%2025-09-302025-10-24history
TMO THERMO FISHER SCIENTIFIC INC3.4K shares-0.30%2025-09-302025-10-24history
ABBV ABBVIE INC7.0K shares186.38%2025-09-302025-10-24history
PEP PEPSICO INC11.0K shares13.01%2025-09-302025-10-24history
Sponsored
SBUX STARBUCKS CORP17.7K shares28.36%2025-09-302025-10-24history
XOM EXXON MOBIL CORP12.8K shares44.87%2025-09-302025-10-24history
VO VANGUARD INDEX FDS4.8K shares157.64%2025-09-302025-10-24history
MCD MCDONALDS CORP4.6K shares186.13%2025-09-302025-10-24history
APH AMPHENOL CORP NEW11.0K shares-4.99%2025-09-302025-10-24history
INTU INTUIT1.9K shares13.13%2025-09-302025-10-24history
VEA VANGUARD TAX-MANAGED FDS21.3K shares0.00%2025-09-302025-10-24history
NEE NEXTERA ENERGY INC16.9K shares17.35%2025-09-302025-10-24history
Sponsored
ABT ABBOTT LABS9.3K shares402.22%2025-09-302025-10-24history
AVGO BROADCOM INC3.6K shares61.35%2025-09-302025-10-24history
EW EDWARDS LIFESCIENCES CORP14.7K shares-1.60%2025-09-302025-10-24history
ILMN ILLUMINA INC11.8K shares11.12%2025-09-302025-10-24history
DVY ISHARES TR7.8K shares0.00%2025-09-302025-10-24history
CVX CHEVRON CORP NEW6.9K shares131.88%2025-09-302025-10-24history
ALGN ALIGN TECHNOLOGY INC8.5K shares7.94%2025-09-302025-10-24history
LULU LULULEMON ATHLETICA INC5.9K shares-4.81%2025-09-302025-10-24history
Sponsored
VLO VALERO ENERGY CORP6.0K shares0.00%2025-09-302025-10-24history
DGRO ISHARES TR15.0K shares0.00%2025-09-302025-10-24history
UNP UNION PAC CORP4.2K shares31.52%2025-09-302025-10-24history
IWB ISHARES TR2.7K shares-2.56%2025-09-302025-10-24history
VIG VANGUARD SPECIALIZED FUNDS4.5K shares0.56%2025-09-302025-10-24history
IBM INTERNATIONAL BUSINESS MACHS3.4K sharesnew addition2025-09-302025-10-24history
IWD ISHARES TR4.7K shares0.00%2025-09-302025-10-24history
CSCO CISCO SYS INC13.9K shares308.70%2025-09-302025-10-24history
Sponsored
AMP AMERIPRISE FINL INC1.8K shares3.12%2025-09-302025-10-24history
PG PROCTER AND GAMBLE CO5.9K shares19.30%2025-09-302025-10-24history
VTI VANGUARD INDEX FDS2.8K shares-0.72%2025-09-302025-10-24history
CAT CATERPILLAR INC1.9K sharesnew addition2025-09-302025-10-24history
FI FISERV INC6.8K shares-0.63%2025-09-302025-10-24history
QUAL ISHARES TR4.5K shares10.88%2025-09-302025-10-24history
ACN ACCENTURE PLC IRELAND3.5K shares113.65%2025-09-302025-10-24history
AMGN AMGEN INC3.0K shares8.82%2025-09-302025-10-24history
Sponsored
ACIO ETF SER SOLUTIONS19.6K shares-3.67%2025-09-302025-10-24history
PLTR PALANTIR TECHNOLOGIES INC4.6K shares49.52%2025-09-302025-10-24history
IJT ISHARES TR5.8K shares0.00%2025-09-302025-10-24history
FITB FIFTH THIRD BANCORP18.3K shares10.23%2025-09-302025-10-24history
KO COCA COLA CO12.0K shares222.46%2025-09-302025-10-24history
QQQ INVESCO QQQ TR1.3K shares0.00%2025-09-302025-10-24history
PRFZ INVESCO EXCHANGE TRADED FD T17.1K sharesnew addition2025-09-302025-10-24history
IDXX IDEXX LABS INC1.2K shares-0.42%2025-09-302025-10-24history
Sponsored
INTC INTEL CORP21.9K shares47.49%2025-09-302025-10-24history
IWO ISHARES TR2.3K shares-2.01%2025-09-302025-10-24history
FDX FEDEX CORP3.0K shares32.82%2025-09-302025-10-24history
BLK BLACKROCK INC611 shares0.00%2025-09-302025-10-24history
AMT AMERICAN TOWER CORP NEW3.7K shares-1.24%2025-09-302025-10-24history
IEFA ISHARES TR7.5K shares211.64%2025-09-302025-10-24history
VOO VANGUARD INDEX FDS1.0K sharesnew addition2025-09-302025-10-24history
MA MASTERCARD INCORPORATED1.1K shares-13.79%2025-09-302025-10-24history
Sponsored
PTLC PACER FDS TR10.9K shares0.00%2025-09-302025-10-24history
CL COLGATE PALMOLIVE CO7.4K shares7.23%2025-09-302025-10-24history
GLD SPDR GOLD TR1.6K shares0.00%2025-09-302025-10-24history
MPC MARATHON PETE CORP3.0K sharesnew addition2025-09-302025-10-24history
PFE PFIZER INC21.9K shares91.30%2025-09-302025-10-24history
FPX FIRST TR EXCHANGE-TRADED FD3.3K sharesnew addition2025-09-302025-10-24history
ICE INTERCONTINENTAL EXCHANGE IN3.3K shares0.00%2025-09-302025-10-24history
NSC NORFOLK SOUTHN CORP1.8K sharesnew addition2025-09-302025-10-24history
Sponsored
HON HONEYWELL INTL INC2.5K shares-5.39%2025-09-302025-10-24history
ADSK AUTODESK INC1.7K sharesnew addition2025-09-302025-10-24history
MTUM ISHARES TR2.1K sharesnew addition2025-09-302025-10-24history
PTNQ PACER FDS TR6.7K shares0.00%2025-09-302025-10-24history
J JACOBS SOLUTIONS INC3.4K sharesnew addition2025-09-302025-10-24history
MRK MERCK & CO INC6.0K shares22.74%2025-09-302025-10-24history
T AT&T INC17.4K sharesnew addition2025-09-302025-10-24history
PTMC PACER FDS TR13.7K shares0.00%2025-09-302025-10-24history
Sponsored
BIV VANGUARD BD INDEX FDS6.3K shares36.70%2025-09-302025-10-24history
GD GENERAL DYNAMICS CORP1.4K shares49.63%2025-09-302025-10-24history
BA BOEING CO2.1K sharesnew addition2025-09-302025-10-24history
LGLV SPDR SERIES TRUST2.6K sharesnew addition2025-09-302025-10-24history
FVD FIRST TR EXCHANGE-TRADED FD9.8K sharesnew addition2025-09-302025-10-24history
K KELLANOVA5.5K sharesnew addition2025-09-302025-10-24history
IVW ISHARES TR3.7K sharesnew addition2025-09-302025-10-24history
VV VANGUARD INDEX FDS1.4K shares-2.38%2025-09-302025-10-24history
Sponsored
MMM 3M CO2.8K sharesnew addition2025-09-302025-10-24history
SO SOUTHERN CO4.5K sharesnew addition2025-09-302025-10-24history
DE DEERE & CO937 shares127.43%2025-09-302025-10-24history
FAST FASTENAL CO8.6K shares-0.86%2025-09-302025-10-24history
PM PHILIP MORRIS INTL INC2.6K shares33.11%2025-09-302025-10-24history
SDY SPDR SERIES TRUST2.9K sharesnew addition2025-09-302025-10-24history
USMV ISHARES TR4.3K sharesnew addition2025-09-302025-10-24history
AMD ADVANCED MICRO DEVICES INC2.5K sharesnew addition2025-09-302025-10-24history
Sponsored
CRM SALESFORCE INC1.7K sharesnew addition2025-09-302025-10-24history
PTIN PACER FDS TR12.8K shares0.00%2025-09-302025-10-24history
MO ALTRIA GROUP INC5.8K sharesnew addition2025-09-302025-10-24history
ADM ARCHER DANIELS MIDLAND CO6.4K shares4.31%2025-09-302025-10-24history
ROL ROLLINS INC6.5K sharesnew addition2025-09-302025-10-24history
LIN LINDE PLC799 shares0.00%2025-09-302025-10-24history
WMT WALMART INC3.6K sharesnew addition2025-09-302025-10-24history
EMR EMERSON ELEC CO2.7K sharesnew addition2025-09-302025-10-24history
Sponsored
DUK DUKE ENERGY CORP NEW2.8K sharesnew addition2025-09-302025-10-24history
GE GE AEROSPACE1.1K sharesnew addition2025-09-302025-10-24history
VZ VERIZON COMMUNICATIONS INC7.5K sharesnew addition2025-09-302025-10-24history
SLYG SPDR SERIES TRUST3.5K sharesnew addition2025-09-302025-10-24history
EMXC ISHARES INC4.6K shares0.00%2025-09-302025-10-24history
CME CME GROUP INC1.1K shares0.00%2025-09-302025-10-24history
MDT MEDTRONIC PLC3.2K sharesnew addition2025-09-302025-10-24history
APD AIR PRODS & CHEMS INC1.1K sharesnew addition2025-09-302025-10-24history
Sponsored
MU MICRON TECHNOLOGY INC1.8K sharesnew addition2025-09-302025-10-24history
IWN ISHARES TR1.7K shares-3.87%2025-09-302025-10-24history
VYMI VANGUARD WHITEHALL FDS3.5K shares0.00%2025-09-302025-10-24history
GWRE GUIDEWIRE SOFTWARE INC1.3K shares1.04%2025-09-302025-10-24history
COP CONOCOPHILLIPS3.0K sharesnew addition2025-09-302025-10-24history
XMLV INVESCO EXCH TRADED FD TR II4.4K sharesnew addition2025-09-302025-10-24history
TRV TRAVELERS COMPANIES INC1.0K shares3.84%2025-09-302025-10-24history
TTC TORO CO3.6K shares0.00%2025-09-302025-10-24history
Sponsored
IVE ISHARES TR1.3K sharesnew addition2025-09-302025-10-24history
IBHI ISHARES TR11.3K shares7.08%2025-09-302025-10-24history
NUE NUCOR CORP1.9K sharesnew addition2025-09-302025-10-24history
SMDV PROSHARES TR3.9K sharesnew addition2025-09-302025-10-24history
XSLV INVESCO EXCH TRADED FD TR II5.6K sharesnew addition2025-09-302025-10-24history
MDY SPDR S&P MIDCAP 400 ETF TR431 shares-20.33%2025-09-302025-10-24history
VB VANGUARD INDEX FDS1.0K shares2.56%2025-09-302025-10-24history
BKNG BOOKING HOLDINGS INC46 sharesnew addition2025-09-302025-10-24history
Sponsored
NOW SERVICENOW INC255 sharesnew addition2025-09-302025-10-24history
TSLA TESLA INC525 shares-22.57%2025-09-302025-10-24history
FTNT FORTINET INC2.7K shares0.00%2025-09-302025-10-24history
WSO WATSCO INC556 shares0.00%2025-09-302025-10-24history
CPRT COPART INC4.9K shares-0.59%2025-09-302025-10-24history
TM TOYOTA MOTOR CORP1.1K sharesnew addition2025-09-302025-10-24history
VUG VANGUARD INDEX FDS427 sharesnew addition2025-09-302025-10-24history
HBAN HUNTINGTON BANCSHARES INC11.7K shares15.30%2025-09-302025-10-24history
Sponsored
ADP AUTOMATIC DATA PROCESSING IN683 shares-20.30%2025-09-302025-10-24history
WFC WELLS FARGO CO NEW2.3K sharesnew addition2025-09-302025-10-24history
F FORD MTR CO14.4K sharesnew addition2025-09-302025-10-24history
UFPI UFP INDUSTRIES INC840 shares0.00%2025-09-302025-10-24history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available