Legacy Trust Incresed Positions in Q3 2024

Legacy Trust

  • $435 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.91K
+ 9.58%
$520.18 - $576.82 $993K - $1.1M
21.8K $12.6B
GWW
W.W. Grainger, Inc.

Industrials
5
+ 0.05%
$896.19 - $1044.18 $4.48K - $5.22K
9.61K $9.98B
JNJ
Johnson & Johnson

Healthcare
3.87K
+ 9.95%
$145.48 - $167.38 $563K - $648K
42.8K $6.93B
RTX
Raytheon Technologies Corp

Industrials
165
+ 0.31%
$99.55 - $123.34 $16.4K - $20.4K
53.9K $6.53B
PYPL
Pay Pal Holdings, Inc.

Financial Services
527
+ 0.96%
$57.22 - $80.08 $30.2K - $42.2K
55.2K $4.3B
CHWY
Chewy, Inc.

Consumer Cyclical
28.2K
+ 31.98%
$22.22 - $32.67 $627K - $923K
117K $3.41B
CMI
Cummins Inc

Industrials
230
+ 1.2%
$266.63 - $326.4 $61.3K - $75.1K
19.4K $6.29B
EXPE
Expedia Group, Inc.

Consumer Cyclical
568
+ 1.69%
$112.12 - $149.09 $63.7K - $84.7K
34.2K $5.06B
SBAC
Sba Communications Corp

Real Estate
510
+ 4.05%
$189.0 - $245.01 $96.4K - $125K
13.1K $3.15B
ORCL
Oracle Corp

Technology
633
+ 3.28%
$125.9 - $170.35 $79.7K - $108K
19.9K $3.4B
DD
Du Pont De Nemours, Inc.

Basic Materials
1.16K
+ 1.91%
$77.22 - $89.49 $89.8K - $104K
62.2K $5.54B
IWM
Ishares Russell 2000 ETF

ETFs
190
+ 0.64%
$200.87 - $224.6 $38.2K - $42.7K
30.1K $6.65B
UBER
Uber Technologies, Inc

Technology
6.21K
+ 15.49%
$58.48 - $77.47 $363K - $481K
46.3K $3.48B
BFB
Brown Forman Corp Cl B
6.06K
+ 16.16%
N/A
43.6K $2.14B
V
Visa Inc.

Financial Services
194
+ 0.52%
$253.74 - $291.56 $49.2K - $56.6K
37.8K $10.4B
USB
Us Bancorp \De\

Financial Services
213
+ 0.26%
$39.04 - $47.23 $8.32K - $10.1K
80.8K $3.7B
INCY
Incyte Corp

Healthcare
3.27K
+ 7.33%
$57.33 - $68.61 $188K - $224K
47.9K $3.17B
SYK
Stryker Corp

Healthcare
40
+ 0.21%
$315.94 - $371.96 $12.6K - $14.9K
19.4K $7.03B
JPM
Jpmorgan Chase & CO

Financial Services
431
+ 1.15%
$194.9 - $224.8 $84K - $96.9K
37.9K $7.99B
ALB
Albemarle Corp

Basic Materials
4.32K
+ 11.65%
$72.85 - $100.09 $315K - $432K
41.4K $3.92B
EEM
Ishares Msci Emerging Markets

ETFs
4.71K
+ 10.84%
$40.42 - $46.7 $190K - $220K
48.2K $2.21B
SBUX
Starbucks Corp

Consumer Cyclical
513
+ 3.59%
$72.51 - $98.6 $37.2K - $50.6K
14.8K $1.44B
ALGN
Align Technology Inc

Healthcare
395
+ 2.42%
$204.03 - $257.2 $80.6K - $102K
16.7K $4.24B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
145
+ 3.59%
$405.19 - $478.57 $58.8K - $69.4K
4.19K $1.93B
TMO
Thermo Fisher Scientific Inc.

Healthcare
25
+ 0.71%
$531.86 - $624.21 $13.3K - $15.6K
3.53K $2.19B
NEE
Nextera Energy Inc

Utilities
448
+ 3.15%
$69.9 - $84.97 $31.3K - $38.1K
14.7K $1.24B
LNG
Cheniere Energy, Inc.

Energy
142
+ 0.37%
$172.24 - $186.09 $24.5K - $26.4K
38.8K $6.97B
AMT
American Tower Corp

Real Estate
32
+ 0.76%
$192.27 - $242.73 $6.15K - $7.77K
4.26K $991M
NVDA
Nvidia Corp

Technology
1.87K
+ 6.32%
$98.91 - $134.91 $185K - $252K
31.4K $3.81B
ABBV
Abb Vie Inc.

Healthcare
370
+ 14.5%
$163.84 - $199.33 $60.6K - $73.8K
2.92K $577M
BLK
Black Rock Inc.

Financial Services
11
+ 1.41%
$782.27 - $949.51 $8.6K - $10.4K
790 $750M
PG
Procter & Gamble CO

Consumer Defensive
554
+ 13.07%
$160.76 - $177.82 $89.1K - $98.5K
4.79K $830M
ACN
Accenture PLC

Technology
52
+ 2.68%
$295.44 - $355.81 $15.4K - $18.5K
1.99K $705M
PEP
Pepsico Inc

Consumer Defensive
358
+ 3.51%
$161.9 - $179.3 $58K - $64.2K
10.6K $1.79B
ICE
Intercontinental Exchange, Inc.

Financial Services
30
+ 0.68%
$136.93 - $162.81 $4.11K - $4.88K
4.45K $715M
MCD
Mcdonalds Corp

Consumer Cyclical
77
+ 4.67%
$245.82 - $304.51 $18.9K - $23.4K
1.73K $525M
UNP
Union Pacific Corp

Industrials
134
+ 3.84%
$221.78 - $256.09 $29.7K - $34.3K
3.62K $893M
LLY
Eli Lilly & CO

Healthcare
138
+ 11.32%
$772.14 - $960.02 $107K - $132K
1.36K $1.2B
UNH
Unitedhealth Group Inc

Healthcare
59
+ 7.06%
$488.01 - $604.18 $28.8K - $35.6K
895 $523M
ADP
Automatic Data Processing Inc

Industrials
124
+ 11.74%
$233.44 - $279.45 $28.9K - $34.7K
1.18K $327M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
46
+ 1.78%
$256.4 - $289.78 $11.8K - $13.3K
2.63K $746M
TRV
Travelers Companies, Inc.

Financial Services
143
+ 13.61%
$201.87 - $242.35 $28.9K - $34.7K
1.19K $280M
XOM
Exxon Mobil Corp

Energy
404
+ 5.19%
$109.72 - $119.0 $44.3K - $48.1K
8.19K $960M
KO
Coca Cola CO

Consumer Defensive
360
+ 8.9%
$62.69 - $73.01 $22.6K - $26.3K
4.4K $316M
AMGN
Amgen Inc

Healthcare
63
+ 2.24%
$309.38 - $337.38 $19.5K - $21.3K
2.88K $927M
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.01%
$95.54 - $108.77 $95.5 - $109
6.92K $719M
CSCO
Cisco Systems, Inc.

Technology
230
+ 4.05%
$44.74 - $53.22 $10.3K - $12.2K
5.92K $315M
TTWO
Take Two Interactive Software Inc

Communication Services
554
+ 2.4%
$135.67 - $161.71 $75.2K - $89.6K
23.7K $3.64B
Linde PLC
25
+ 3.13%
N/A
824 $393M
Activity Summary
Buys All Purchases 79 New Holdings 18 Increased Positions 61 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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