Legacy Trust Reduced Holdings in Q1 2025

Legacy Trust

  • $415 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-419
- 0.49%
$209.68 - $247.1 $87.9K - $104K
85.1K $18.9B
GOOGL
Alphabet Inc.

Communication Services
-90
- 0.16%
$154.33 - $206.19 $13.9K - $18.6K
54.6K $8.45B
URI
United Rentals, Inc.

Industrials
-61
- 0.32%
$594.17 - $789.56 $36.2K - $48.2K
18.8K $11.8B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-290
- 0.64%
$165.25 - $224.62 $47.9K - $65.1K
44.9K $7.45B
GNTX
Gentex Corp

Consumer Cyclical
-23.1K
- 27.62%
$23.3 - $28.48 $538K - $658K
60.5K $1.41B
AXP
American Express CO

Financial Services
-289
- 0.92%
$255.39 - $325.87 $73.8K - $94.2K
31.2K $8.39B
PANW
Palo Alto Networks Inc

Technology
-28
- 0.04%
$167.82 - $208.28 $4.7K - $5.83K
68.5K $11.7B
ALGN
Align Technology Inc

Healthcare
-47
- 0.31%
$158.86 - $234.89 $7.47K - $11K
14.9K $2.37B
GWW
W.W. Grainger, Inc.

Industrials
-1
- 0.01%
$953.54 - $1132.42 $954 - $1.13K
9.55K $9.43B
EXPE
Expedia Group, Inc.

Consumer Cyclical
-42
- 0.12%
$157.11 - $206.52 $6.6K - $8.67K
34.3K $5.76B
GS
Goldman Sachs Group Inc

Financial Services
-45
- 0.27%
$524.81 - $672.19 $23.6K - $30.2K
16.8K $9.16B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-256
- 0.23%
$57.21 - $65.8 $14.6K - $16.8K
109K $6.35B
ISRG
Intuitive Surgical Inc

Healthcare
-143
- 1.18%
$476.63 - $610.45 $68.2K - $87.3K
12K $5.94B
IWV
Ishares Russell 3000 ETF

ETFs
-34
- 0.16%
$313.1 - $349.83 $10.6K - $11.9K
20.9K $6.64B
ADBE
Adobe Inc.

Technology
-29
- 0.67%
$377.84 - $464.11 $11K - $13.5K
4.28K $1.64B
HD
Home Depot, Inc.

Consumer Cyclical
-100
- 1.19%
$347.25 - $424.87 $34.7K - $42.5K
8.28K $3.04B
META
Meta Platforms, Inc.

Communication Services
-86
- 0.56%
$576.36 - $736.67 $49.6K - $63.4K
15.2K $8.75B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-350
- 9.58%
$302.31 - $337.54 $106K - $118K
3.31K $1.01B
FDX
Fedex Corp

Industrials
-140
- 5.24%
$230.33 - $281.53 $32.2K - $39.4K
2.53K $617M
TSLA
Tesla, Inc.

Consumer Cyclical
-42
- 5.63%
$222.15 - $428.22 $9.33K - $18K
704 $182M
FVD
First Tr Value Line Divid Inde

ETFs
-2.83K
- 22.45%
$42.61 - $45.51 $121K - $129K
9.78K $436M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-50
- 1.45%
$497.6 - $606.74 $24.9K - $30.3K
3.4K $1.69B
TJX
Tjx Companies Inc

Consumer Cyclical
-924
- 5.24%
$112.81 - $126.16 $104K - $117K
16.7K $2.03B
ACN
Accenture PLC

Technology
-10
- 0.51%
$300.91 - $398.25 $3.01K - $3.98K
1.94K $605M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-15
- 0.25%
$121.0 - $142.28 $1.82K - $2.13K
5.9K $735M
TTC
Toro CO

Industrials
-473
- 11.41%
$71.86 - $87.28 $34K - $41.3K
3.67K $267M
MRK
Merck & Co., Inc.

Healthcare
-32
- 0.64%
$83.01 - $101.02 $2.66K - $3.23K
4.95K $444M
PEP
Pepsico Inc

Consumer Defensive
-176
- 1.77%
$142.64 - $156.42 $25.1K - $27.5K
9.75K $1.46B
EW
Edwards Lifesciences Corp

Healthcare
-92
- 0.61%
$67.95 - $76.19 $6.25K - $7.01K
15K $1.09B
PFE
Pfizer Inc

Healthcare
-575
- 4.77%
$25.01 - $27.13 $14.4K - $15.6K
11.5K $291M
CSCO
Cisco Systems, Inc.

Technology
-625
- 15.57%
$58.74 - $64.87 $36.7K - $40.5K
3.39K $209M
NEE
Nextera Energy Inc

Utilities
-191
- 1.32%
$66.96 - $76.16 $12.8K - $14.5K
14.3K $1.01B
ITW
Illinois Tool Works Inc

Industrials
-50
- 4.05%
$244.9 - $274.48 $12.2K - $13.7K
1.18K $294M
UFPI
Ufp Industries Inc

Basic Materials
-124
- 12.29%
$103.91 - $118.67 $12.9K - $14.7K
885 $94.7M
ADM
Archer Daniels Midland CO

Consumer Defensive
-67
- 1.08%
$45.22 - $52.17 $3.03K - $3.5K
6.12K $294M
MA
Mastercard Inc

Financial Services
-80
- 5.61%
$504.67 - $576.31 $40.4K - $46.1K
1.35K $737M
ZTS
Zoetis Inc.

Healthcare
-174
- 1.27%
$156.48 - $175.67 $27.2K - $30.6K
13.5K $2.23B
PLTR
Palantir Technologies Inc.

Technology
-400
- 11.71%
$64.98 - $124.62 $26K - $49.8K
3.02K $254M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-135
- 2.82%
$73.78 - $76.59 $9.96K - $10.3K
4.65K $356M
GD
General Dynamics Corp

Industrials
-27
- 2.86%
$241.94 - $272.58 $6.53K - $7.36K
918 $250M
ADP
Automatic Data Processing Inc

Industrials
-30
- 3.38%
$286.85 - $318.64 $8.61K - $9.56K
857 $262M
FTNT
Fortinet, Inc.

Technology
-19
- 0.65%
$92.49 - $114.57 $1.76K - $2.18K
2.89K $278M
IDXX
Idexx Laboratories Inc

Healthcare
-9
- 0.74%
$406.29 - $469.04 $3.66K - $4.22K
1.21K $506M
WSO
Watsco Inc

Industrials
-24
- 4.14%
$463.86 - $530.75 $11.1K - $12.7K
556 $283M
UNH
Unitedhealth Group Inc

Healthcare
-12
- 1.44%
$461.52 - $548.18 $5.54K - $6.58K
820 $429M
ABBV
Abb Vie Inc.

Healthcare
-360
- 12.54%
$169.2 - $216.66 $60.9K - $78K
2.51K $526M
FAST
Fastenal CO

Industrials
-45
- 1.01%
$71.11 - $79.98 $3.2K - $3.6K
4.4K $341M
ABT
Abbott Laboratories

Healthcare
-15
- 0.84%
$111.1 - $140.22 $1.67K - $2.1K
1.76K $234M
EEM
Ishares Msci Emerging Markets

ETFs
-1.11K
- 2.13%
$40.81 - $45.34 $45.3K - $50.4K
51.1K $2.23B
Activity Summary
Buys All Purchases 67 New Holdings 6 Increased Positions 61 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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