Legacy Trust Reduced Holdings in Q2 2025

Legacy Trust

  • $408 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-12.1K
- 46.0%
$496.48 - $617.85 $6M - $7.46M
14.2K $8.76B
IWM
Ishares Russell 2000 ETF

ETFs
-18.5K
- 59.2%
$174.82 - $215.79 $3.23M - $3.98M
12.7K $2.75B
AAPL
Apple Inc.

Technology
-7.51K
- 8.83%
$172.42 - $223.89 $1.3M - $1.68M
77.6K $15.9B
IEFA
Ishares Tr

ETFs
-38.2K
- 94.05%
$67.83 - $84.09 $2.59M - $3.21M
2.42K $202M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-7.53K
- 61.52%
$320.42 - $424.58 $2.41M - $3.2M
4.71K $2B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-5.7K
- 48.01%
$225.56 - $335.19 $1.29M - $1.91M
6.18K $1.47B
DD
Du Pont De Nemours, Inc.

Basic Materials
-18.6K
- 28.22%
$55.13 - $75.25 $1.03M - $1.4M
47.3K $3.25B
EOG
Eog Resources Inc

Energy
-9.55K
- 32.85%
$104.61 - $129.97 $999K - $1.24M
19.5K $2.33B
ALB
Albemarle Corp

Basic Materials
-15.9K
- 37.94%
$50.76 - $72.25 $808K - $1.15M
26.1K $1.63B
COST
Costco Wholesale Corp

Consumer Defensive
-1.37K
- 14.66%
$908.13 - $1056.85 $1.24M - $1.44M
7.95K $7.87B
ALGN
Align Technology Inc

Healthcare
-7.06K
- 47.25%
$144.32 - $190.42 $1.02M - $1.34M
7.88K $1.49B
INCY
Incyte Corp

Healthcare
-14.1K
- 28.1%
$55.17 - $71.22 $779K - $1.01M
36.1K $2.46B
LEN
Lennar Corp

Consumer Cyclical
-2.59K
- 4.77%
$102.76 - $115.66 $266K - $299K
51.7K $5.72B
V
Visa Inc.

Financial Services
-1.91K
- 5.14%
$308.27 - $373.31 $587K - $711K
35.1K $12.5B
EXPE
Expedia Group, Inc.

Consumer Cyclical
-2.54K
- 7.39%
$136.63 - $176.62 $346K - $448K
31.8K $5.36B
FISV
Fiserv Inc

Technology
-20
- 0.29%
N/A
6.88K $1.19B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-25
- 0.74%
$390.26 - $489.06 $9.76K - $12.2K
3.38K $1.37B
CMI
Cummins Inc

Industrials
-1.76K
- 8.91%
$267.12 - $336.65 $471K - $594K
18K $5.91B
EEM
Ishares Msci Emerging Markets

ETFs
-10.9K
- 21.41%
$38.52 - $48.28 $421K - $528K
40.1K $1.94B
WYNN
Wynn Resorts LTD

Consumer Cyclical
-7.59K
- 18.42%
$66.1 - $97.75 $502K - $742K
33.6K $3.15B
TJX
Tjx Companies Inc

Consumer Cyclical
-2.56K
- 15.31%
$119.13 - $135.03 $304K - $345K
14.1K $1.75B
IWN
Ishares Russell2000 Val ETF

ETFs
-1.91K
- 52.07%
$131.84 - $157.76 $252K - $301K
1.76K $277M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-550
- 50.41%
$468.22 - $566.51 $258K - $312K
541 $306M
DIS
Walt Disney CO

Communication Services
-9.09K
- 25.51%
$81.72 - $124.01 $743K - $1.13M
26.5K $3.29B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-65
- 1.64%
$483.48 - $539.8 $31.4K - $35.1K
3.91K $1.9B
USB
Us Bancorp \De\

Financial Services
-8.75K
- 13.46%
$36.4 - $45.76 $318K - $400K
56.3K $2.55B
ALLY
Ally Financial Inc.

Financial Services
-12.1K
- 10.92%
$30.09 - $38.95 $363K - $469K
98.3K $3.83B
LNG
Cheniere Energy, Inc.

Energy
-2.69K
- 6.88%
$197.25 - $244.33 $531K - $658K
36.5K $8.88B
PEP
Pepsico Inc

Consumer Defensive
-44
- 0.45%
$128.02 - $151.37 $5.63K - $6.66K
9.71K $1.28B
VLO
Valero Energy Corp

Energy
-1.38K
- 18.58%
$104.69 - $141.77 $144K - $195K
6.03K $811M
LLY
Eli Lilly & CO

Healthcare
-133
- 11.5%
$713.71 - $898.95 $94.9K - $120K
1.02K $798M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.08K
- 24.79%
$151.62 - $183.47 $163K - $197K
3.27K $599M
ACN
Accenture PLC

Technology
-313
- 16.14%
$279.23 - $323.21 $87.4K - $101K
1.63K $486M
CME
Cme Group Inc.

Financial Services
-486
- 30.0%
$252.37 - $290.71 $123K - $141K
1.13K $313M
CVX
Chevron Corp

Energy
-254
- 7.82%
$133.73 - $168.51 $34K - $42.8K
3K $429M
SBAC
Sba Communications Corp

Real Estate
-1.22K
- 10.06%
$208.57 - $243.4 $253K - $296K
10.9K $2.55B
ROP
Roper Technologies Inc

Industrials
-10
- 0.23%
$519.19 - $590.78 $5.19K - $5.91K
4.32K $2.45B
XOM
Exxon Mobil Corp

Energy
-9
- 0.1%
$99.93 - $119.04 $899 - $1.07K
8.85K $954M
UNP
Union Pacific Corp

Industrials
-338
- 9.63%
$208.27 - $238.46 $70.4K - $80.6K
3.17K $730M
QCOM
Qualcomm Inc

Technology
-2.13K
- 5.02%
$124.66 - $159.48 $265K - $339K
40.2K $6.41B
FDX
Fedex Corp

Industrials
-246
- 9.72%
$198.07 - $245.17 $48.7K - $60.3K
2.29K $519M
Blackrock Inc
-169
- 21.67%
N/A
611 $641M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-570
- 17.25%
$272.36 - $339.57 $155K - $194K
2.74K $929M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-585
- 20.01%
$224.16 - $285.86 $131K - $167K
2.34K $668M
AMT
American Tower Corp

Real Estate
-389
- 9.47%
$203.96 - $228.19 $79.3K - $88.8K
3.72K $822M
ABBV
Abb Vie Inc.

Healthcare
-52
- 2.07%
$170.16 - $206.27 $8.85K - $10.7K
2.46K $456M
MRK
Merck & Co., Inc.

Healthcare
-21
- 0.42%
$73.47 - $87.12 $1.54K - $1.83K
4.93K $390M
ILMN
Illumina, Inc.

Healthcare
-2.69K
- 20.21%
$70.3 - $95.41 $189K - $256K
10.6K $1.01B
CPRT
Copart Inc

Consumer Cyclical
-36
- 0.73%
$47.72 - $63.84 $1.72K - $2.3K
4.89K $240M
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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