Legacy Trust Portfolio Holdings

Legacy Trust

  • $431 Billion
  • Q4 2024

Legacy Trust has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $431 Billion distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.4B, Microsoft Corp with a value of $17.2B, Spdr S&P 500 ETF Trust with a value of $15.4B, United Rentals, Inc. with a value of $13.3B, and Ishares Core S&P 500 ETF with a value of $13.2B.

Examining the 13F form we can see an decrease of $4.49B in the current position value, from $435B to 431B.

Legacy Trust is based out at Grand Rapids, MI

Below you can find more details about Legacy Trust portfolio as well as his latest detailed transactions.

Portfolio value $431 Billion
ETFs: $91.3 Billion
Technology: $83.2 Billion
Financial Services: $56.9 Billion
Consumer Cyclical: $46.3 Billion
Industrials: $42.9 Billion
Healthcare: $38.7 Billion
Communication Services: $29.8 Billion
Energy: $13.9 Billion
Other: $27.4 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$208B
$1.8 Billion 0.42% of portfolio
3,451
Q4 2024 Reduced 2.32%
$624B
$1.76 Billion 0.41% of portfolio
3,885
Q4 2024 Reduced 7.19%
$15.8B
$1.69 Billion 0.39% of portfolio
12,666
Q4 2024 New
$198B
$1.51 Billion 0.35% of portfolio
9,929
Q4 2024 Reduced 5.89%
$79.5B
$1.43 Billion 0.33% of portfolio
6,951
Q4 2024 Reduced 0.79%
$129B
$1.3 Billion 0.3% of portfolio
14,226
Q4 2024 Reduced 3.77%
$47.1B
$1.12 Billion 0.26% of portfolio
15,098
Q4 2024 Reduced 0.02%
$134B
$1.04 Billion 0.24% of portfolio
14,475
Q4 2024 Reduced 1.28%
$166B
$1.05 Billion 0.24% of portfolio
1,677
Q4 2024 Reduced 65.18%
$58.3B
$933 Million 0.22% of portfolio
1,752
Q1 2024 Added 2.94%
$52.2B
$908 Million 0.21% of portfolio
7,410
Q4 2024 Reduced 0.86%
$802B
$879 Million 0.2% of portfolio
1,138
Q4 2024 Reduced 16.14%
$451B
$846 Million 0.2% of portfolio
7,864
Q4 2024 Reduced 3.96%
$153B
$801 Million 0.19% of portfolio
3,511
Q4 2024 Reduced 3.04%
$41B
$803 Million 0.19% of portfolio
11,559
Q4 2024 Reduced 1.1%
$386B
$790 Million 0.18% of portfolio
4,711
Q4 2024 Reduced 1.73%
$156B
$724 Million 0.17% of portfolio
2,779
Q4 2024 Reduced 3.41%
$539B
$750 Million 0.17% of portfolio
1,425
Q4 2024 Reduced 13.48%
$69.7B
$751 Million 0.17% of portfolio
2,671
Q4 2024 Reduced 1.84%
$244B
$686 Million 0.16% of portfolio
1,949
Q4 2024 Reduced 2.26%
$71.8B
$628 Million 0.15% of portfolio
6,913
Q4 2024 Reduced 0.13%
$30.2B
$652 Million 0.15% of portfolio
15,418
Q4 2024 Reduced 0.73%
$93.1B
$657 Million 0.15% of portfolio
4,411
Q4 2024 Reduced 0.9%
$15.5B
$625 Million 0.15% of portfolio
5,081
Q4 2024 New
$136B
$569 Million 0.13% of portfolio
2,519
Q4 2024 Reduced 0.2%
$37B
$502 Million 0.12% of portfolio
1,215
Q4 2024 Reduced 0.74%
$341B
$510 Million 0.12% of portfolio
2,871
Q4 2024 Reduced 1.75%
$210B
$495 Million 0.11% of portfolio
4,979
Q4 2024 Reduced 7.8%
$304B
$453 Million 0.11% of portfolio
3,129
Q4 2024 Added 0.58%
$227B
$459 Million 0.11% of portfolio
1,585
Q4 2024 Reduced 8.12%
$490B
$421 Million 0.1% of portfolio
832
Q4 2024 Reduced 7.04%
$88.2B
$376 Million 0.09% of portfolio
1,620
Q3 2024 Reduced 0.37%
$94.4B
$328 Million 0.08% of portfolio
1,414
Q4 2024 Reduced 13.94%
$8.39B
$332 Million 0.08% of portfolio
4,146
Q4 2024 Added 0.53%
$1.12T
$301 Million 0.07% of portfolio
746
Q4 2024 Reduced 11.51%
$25.3B
$313 Million 0.07% of portfolio
6,191
Q4 2024 Added 1.01%
$79.3B
$313 Million 0.07% of portfolio
1,234
Q4 2024 Reduced 6.44%
$14.1B
$283 Million 0.07% of portfolio
4,924
Q1 2024 Added 1.17%
$143B
$320 Million 0.07% of portfolio
12,050
Q4 2024 Reduced 8.91%
$96.9B
$296 Million 0.07% of portfolio
14,779
Q4 2024 Reduced 1.94%
$42.8B
$319 Million 0.07% of portfolio
4,441
Q4 2024 Reduced 1.0%
$88B
$274 Million 0.06% of portfolio
2,904
Q4 2024 Reduced 2.71%
$16.1B
$275 Million 0.06% of portfolio
580
Q2 2023 New
$128B
$260 Million 0.06% of portfolio
887
Q4 2024 Reduced 24.83%
$55.8B
$253 Million 0.06% of portfolio
1,051
Q4 2024 Reduced 11.98%
$266B
$238 Million 0.06% of portfolio
4,014
Q4 2024 Reduced 32.14%
$234B
$258 Million 0.06% of portfolio
3,415
Q4 2024 New
$66.4B
$249 Million 0.06% of portfolio
945
Q4 2024 Reduced 19.57%
$298B
$239 Million 0.06% of portfolio
3,832
Q4 2024 Reduced 12.97%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $431 Billion
  • Prior Value $435 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 91 stocks
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