Legacy Trust Incresed Positions in Q2 2025

Legacy Trust

  • $408 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
11.6K
+ 47.68%
$498.8 - $620.9 $5.79M - $7.21M
36K $22.3B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.22K
+ 3.0%
$90.56 - $109.49 $201K - $243K
76.2K $8.33B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
233
+ 0.21%
$51.16 - $62.02 $11.9K - $14.5K
109K $6.76B
NKE
Nike, Inc.

Consumer Cyclical
778
+ 2.19%
$53.27 - $72.04 $41.4K - $56K
36.2K $2.58B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.1K
+ 37.0%
$152.42 - $182.82 $168K - $201K
4.07K $745M
DGRO
Ishares Core Dividend Growth E

ETFs
3.1K
+ 26.07%
$55.22 - $63.94 $171K - $198K
15K $959M
QQQ
Invesco Qqq Trust, Series 1

ETFs
223
+ 20.86%
$416.06 - $551.64 $92.8K - $123K
1.29K $713M
IWR
Ishares Russell Mid Cap ETF

ETFs
450
+ 2.11%
$74.88 - $91.97 $33.7K - $41.4K
21.8K $2.01B
PLTR
Palantir Technologies Inc.

Technology
32
+ 1.06%
$74.01 - $144.25 $2.37K - $4.62K
3.05K $415M
HON
Honeywell International Inc

Industrials
115
+ 4.5%
$182.86 - $232.88 $21K - $26.8K
2.67K $622M
FAST
Fastenal CO

Industrials
4.32K
+ 98.29%
$40.65 - $83.16 $176K - $359K
8.72K $366M
GD
General Dynamics Corp

Industrials
25
+ 2.72%
$247.68 - $291.66 $6.19K - $7.29K
943 $275M
ABT
Abbott Laboratories

Healthcare
89
+ 5.05%
$123.95 - $138.08 $11K - $12.3K
1.85K $252M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
500
+ 4.96%
$22.15 - $23.69 $11.1K - $11.8K
10.6K $251M
HD
Home Depot, Inc.

Consumer Cyclical
12
+ 0.14%
$335.24 - $380.78 $4.02K - $4.57K
8.3K $3.04B
NEE
Nextera Energy Inc

Utilities
88
+ 0.62%
$64.11 - $75.0 $5.64K - $6.6K
14.4K $998M
MCD
Mcdonalds Corp

Consumer Cyclical
15
+ 0.95%
$285.55 - $321.23 $4.28K - $4.82K
1.6K $467M
PG
Procter & Gamble CO

Consumer Defensive
136
+ 2.82%
$157.66 - $172.39 $21.4K - $23.4K
4.95K $789M
ZTS
Zoetis Inc.

Healthcare
13
+ 0.1%
$144.41 - $170.3 $1.88K - $2.21K
13.6K $2.11B
ELV
Elevance Health, Inc.

Healthcare
10
+ 0.19%
$372.27 - $452.69 $3.72K - $4.53K
5.21K $2.03B
Activity Summary
Buys All Purchases 25 New Holdings 4 Increased Positions 21 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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