Legacy Trust Portfolio Holdings

Legacy Trust

  • $415 Billion
  • Q1 2025

Legacy Trust has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $415 Billion distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.9B, Microsoft Corp with a value of $15.4B, Spdr S&P 500 ETF Trust with a value of $14.7B, Ishares Core S&P 500 ETF with a value of $13.7B, and Visa Inc. with a value of $13B.

Examining the 13F form we can see an decrease of $16B in the current position value, from $431B to 415B.

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 $415 Billion
ETFs: $90 Billion
Technology: $76 Billion
Financial Services: $56.4 Billion
Consumer Cyclical: $41.6 Billion
Industrials: $41 Billion
Healthcare: $38.5 Billion
Communication Services: $27.6 Billion
Energy: $15.4 Billion
Other: $27.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.12T
$1.56 Billion 0.38% of portfolio
9,987
Q1 2025 Added 2.7%
$79.5B
$1.52 Billion 0.37% of portfolio
6,896
Q1 2025 Reduced 0.79%
$200B
$1.46 Billion 0.35% of portfolio
9,753
Q1 2025 Reduced 1.77%
$5.44B
$1.41 Billion 0.34% of portfolio
60,495
Q1 2025 Reduced 27.62%
$108B
$1.36 Billion 0.33% of portfolio
13,821
Q1 2025 Reduced 2.85%
$47.1B
$1.09 Billion 0.26% of portfolio
15,006
Q1 2025 Reduced 0.61%
$465B
$1.05 Billion 0.25% of portfolio
8,861
Q1 2025 Added 12.68%
$15.4B
$1.06 Billion 0.25% of portfolio
13,298
Q1 2025 Added 4.99%
$213B
$1.05 Billion 0.25% of portfolio
1,713
Q1 2025 Added 2.15%
$148B
$1.01 Billion 0.24% of portfolio
14,284
Q1 2025 Reduced 1.32%
$55.8B
$979 Million 0.24% of portfolio
7,411
Q1 2025 Added 0.01%
$724B
$956 Million 0.23% of portfolio
1,157
Q1 2025 Added 1.67%
$104B
$894 Million 0.22% of portfolio
4,107
Q1 2025 Added 0.02%
$57.6B
$869 Million 0.21% of portfolio
1,796
Q1 2025 Added 2.51%
$160B
$866 Million 0.21% of portfolio
2,779
Q4 2024 Reduced 3.41%
$140B
$829 Million 0.2% of portfolio
3,511
Q4 2024 Reduced 3.04%
$530B
$737 Million 0.18% of portfolio
1,345
Q1 2025 Reduced 5.61%
$102B
$749 Million 0.18% of portfolio
4,341
Q1 2025 Reduced 1.59%
$60.6B
$765 Million 0.18% of portfolio
11,661
Q1 2025 Added 0.88%
$29.2B
$653 Million 0.16% of portfolio
16,668
Q1 2025 Added 8.11%
$72.8B
$648 Million 0.16% of portfolio
6,913
Q4 2024 Reduced 0.13%
$178B
$605 Million 0.15% of portfolio
1,939
Q1 2025 Reduced 0.51%
$59.4B
$617 Million 0.15% of portfolio
2,531
Q1 2025 Reduced 5.24%
$338B
$526 Million 0.13% of portfolio
2,511
Q1 2025 Reduced 12.54%
$160B
$542 Million 0.13% of portfolio
2,558
Q1 2025 Added 1.55%
$296B
$544 Million 0.13% of portfolio
3,250
Q1 2025 Added 3.87%
$43.2B
$506 Million 0.12% of portfolio
1,206
Q1 2025 Reduced 0.74%
$221B
$495 Million 0.12% of portfolio
1,585
Q4 2024 Reduced 8.12%
$207B
$444 Million 0.11% of portfolio
4,947
Q1 2025 Reduced 0.64%
$99.9B
$430 Million 0.1% of portfolio
1,620
Q3 2024 Reduced 0.37%
$269B
$429 Million 0.1% of portfolio
820
Q1 2025 Reduced 1.44%
$116B
$376 Million 0.09% of portfolio
2,244
Q1 2025 Added 58.7%
$93.6B
$363 Million 0.09% of portfolio
15,993
Q1 2025 Added 8.21%
$26.3B
$341 Million 0.08% of portfolio
4,396
Q1 2025 Reduced 1.01%
$61.4B
$278 Million 0.07% of portfolio
1,051
Q4 2024 Reduced 11.98%
$305B
$274 Million 0.07% of portfolio
3,832
Q4 2024 Reduced 12.97%
$10.9B
$279 Million 0.07% of portfolio
4,924
Q1 2024 Added 1.17%
$15.7B
$283 Million 0.07% of portfolio
556
Q1 2025 Reduced 4.14%
$29.4B
$294 Million 0.07% of portfolio
6,124
Q1 2025 Reduced 1.08%
$278B
$306 Million 0.07% of portfolio
1,926
Q4 2024 Reduced 3.51%
$138B
$291 Million 0.07% of portfolio
11,475
Q1 2025 Reduced 4.77%
$82.7B
$278 Million 0.07% of portfolio
2,885
Q1 2025 Reduced 0.65%
$79.2B
$294 Million 0.07% of portfolio
1,184
Q1 2025 Reduced 4.05%
$302B
$254 Million 0.06% of portfolio
3,015
Q1 2025 Reduced 11.71%
$125B
$262 Million 0.06% of portfolio
857
Q1 2025 Reduced 3.38%
$211B
$234 Million 0.06% of portfolio
1,762
Q1 2025 Reduced 0.84%
$18.6B
$245 Million 0.06% of portfolio
1,305
Q1 2025 Added 0.77%
$7.72B
$267 Million 0.06% of portfolio
3,673
Q1 2025 Reduced 11.41%
$82.4B
$250 Million 0.06% of portfolio
918
Q1 2025 Reduced 2.86%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $415 Billion
  • Prior Value $431 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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