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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.7 Billion 3.54% of portfolio
26,252
Q1 2025 Added 0.19%
$0
$13.7 Billion 3.3% of portfolio
24,367
Q1 2025 Added 8.47%
$0
$7.74 Billion 1.86% of portfolio
73,978
Q1 2025 Added 0.18%
$0
$6.64 Billion 1.6% of portfolio
20,894
Q1 2025 Reduced 0.16%
$0
$6.35 Billion 1.53% of portfolio
108,799
Q1 2025 Reduced 0.23%
$0
$6.22 Billion 1.5% of portfolio
31,188
Q1 2025 Added 2.59%
$0
$4.42 Billion 1.07% of portfolio
12,242
Q1 2025 Reduced 0.06%
$0
$3.07 Billion 0.74% of portfolio
40,585
Q1 2025 Added 2.54%
$0
$2.96 Billion 0.71% of portfolio
36,269
Q1 2025 Added 3.84%
$0
$2.23 Billion 0.54% of portfolio
51,058
Q1 2025 Reduced 2.13%
$0
$1.82 Billion 0.44% of portfolio
21,365
Q1 2025 Added 9.34%
$0
$1.15 Billion 0.28% of portfolio
22,674
Q1 2025 Added 18.74%
$0
$1.05 Billion 0.25% of portfolio
7,835
Q1 2025 Added 5.47%
$0
$1.01 Billion 0.24% of portfolio
3,305
Q1 2025 Reduced 9.58%
$0
$904 Million 0.22% of portfolio
4,661
Q1 2025 Added 46.39%
$0
$883 Million 0.21% of portfolio
4,695
Q2 2023 Reduced 0.45%
$0
$788 Million 0.19% of portfolio
20,379
Q1 2025 Added 22.77%
$0
$766 Million 0.18% of portfolio
2,787
Q1 2025 Added 5.97%
$0
$735 Million 0.18% of portfolio
11,892
Q1 2025 Added 120.55%
$0
$747 Million 0.18% of portfolio
2,923
Q1 2025 Added 4.65%
$0
$735 Million 0.18% of portfolio
5,900
Q1 2025 Reduced 0.25%
$0
$561 Million 0.14% of portfolio
10,903
Q4 2023 Added 42.47%
$0
$582 Million 0.14% of portfolio
1,091
Q4 2024 Reduced 0.46%
$0
$553 Million 0.13% of portfolio
3,666
Q1 2025 Added 6.76%
$0
$508 Million 0.12% of portfolio
2,973
Q1 2025 Added 7.21%
$0
$484 Million 0.12% of portfolio
1,872
Q1 2025 Added 77.95%
$0
$501 Million 0.12% of portfolio
1,069
Q2 2023 New
$106B
$470 Million 0.11% of portfolio
1,631
Q1 2025 Reduced 4.12%
$0
$436 Million 0.11% of portfolio
9,775
Q1 2025 Reduced 22.45%
$0
$475 Million 0.11% of portfolio
6,683
Q4 2023 Added 45.82%
$0
$473 Million 0.11% of portfolio
13,660
Q4 2023 Added 42.89%
$0
$447 Million 0.11% of portfolio
2,568
Q4 2022 New
$0
$397 Million 0.1% of portfolio
2,928
Q4 2022 New
$0
$416 Million 0.1% of portfolio
2,060
Q4 2022 New
$0
$399 Million 0.1% of portfolio
4,265
Q4 2024 Reduced 1.16%
$0
$409 Million 0.1% of portfolio
6,540
Q3 2024 Reduced 1.61%
$0
$375 Million 0.09% of portfolio
12,800
Q4 2022 New
$0
$372 Million 0.09% of portfolio
3,329
Q4 2022 New
$0
$378 Million 0.09% of portfolio
1,470
Q2 2024 Added 17.13%
$0
$356 Million 0.09% of portfolio
4,645
Q1 2025 Reduced 2.82%
$0
$286 Million 0.07% of portfolio
3,450
Q4 2022 New
$0
$272 Million 0.07% of portfolio
4,414
Q4 2022 New
$0
$257 Million 0.06% of portfolio
5,570
Q4 2022 New
$0
$252 Million 0.06% of portfolio
1,136
Q1 2025 New
$0
$266 Million 0.06% of portfolio
7,025
Q3 2023 Added 400.0%
$0
$234 Million 0.06% of portfolio
10,089
Q1 2025 New
$0
$241 Million 0.06% of portfolio
4,473
Q1 2025 Added 7.71%
$0
$254 Million 0.06% of portfolio
3,880
Q4 2022 New

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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