Legacy Trust Portfolio Holdings

Legacy Trust

  • $435 Billion
  • Q3 2024

Legacy Trust has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $435 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 $20.6B, Microsoft Corp with a value of $17.3B, Spdr S&P 500 ETF Trust with a value of $15.9B, United Rentals, Inc. with a value of $15.4B, and Ishares Core S&P 500 ETF with a value of $12.6B.

Examining the 13F form we can see an increase of $33.3B in the current position value, from $402B to 435B.

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 $435 Billion
ETFs: $91.9 Billion
Technology: $85.1 Billion
Financial Services: $53.7 Billion
Consumer Cyclical: $46.8 Billion
Industrials: $45.4 Billion
Healthcare: $40.8 Billion
Communication Services: $26.4 Billion
Energy: $12.8 Billion
Other: $29.8 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.6T
$20.6 Billion 4.74% of portfolio
88,608
Q3 2024 Reduced 2.44%
$3.12T
$17.3 Billion 3.98% of portfolio
40,250
Q3 2024 Reduced 2.5%
$508B
$10.4 Billion 2.38% of portfolio
37,758
Q3 2024 Added 0.52%
$1.07T
$9.14 Billion 2.1% of portfolio
55,098
Q3 2024 Added 1.57%
$1.33T
$8.82 Billion 2.03% of portfolio
15,413
Q3 2024 Reduced 1.14%
$219B
$8.56 Billion 1.97% of portfolio
31,548
Q3 2024 Reduced 0.24%
$413B
$8.38 Billion 1.93% of portfolio
9,457
Q3 2024 Reduced 1.76%
$206B
$8.25 Billion 1.9% of portfolio
16,673
Q3 2024 Reduced 1.15%
$702B
$7.99 Billion 1.84% of portfolio
37,904
Q3 2024 Added 1.15%
$1.01T
$7.97 Billion 1.83% of portfolio
45,913
Q3 2024 Reduced 2.72%
$2.11T
$7.03 Billion 1.61% of portfolio
37,714
Q3 2024 Added 2.28%
$405B
$6.93 Billion 1.59% of portfolio
42,761
Q3 2024 Added 9.95%
$362B
$3.81 Billion 0.88% of portfolio
31,405
Q3 2024 Added 6.32%
$418B
$3.45 Billion 0.79% of portfolio
8,513
Q3 2024 Added 3.94%
$510B
$3.4 Billion 0.78% of portfolio
19,936
Q3 2024 Added 3.28%
$235B
$2.25 Billion 0.52% of portfolio
4,342
Q3 2024 Reduced 0.21%
$603B
$1.93 Billion 0.44% of portfolio
4,186
Q3 2024 Added 3.59%
$226B
$1.79 Billion 0.41% of portfolio
10,550
Q3 2024 Added 3.51%
$1.11T
$1.69 Billion 0.39% of portfolio
10,089
Q3 2024 Reduced 0.86%
$791B
$1.2 Billion 0.28% of portfolio
1,357
Q3 2024 Added 11.32%
$502B
$960 Million 0.22% of portfolio
8,188
Q3 2024 Added 5.19%
$506B
$813 Million 0.19% of portfolio
1,647
Q3 2024 Reduced 2.66%
$393B
$830 Million 0.19% of portfolio
4,794
Q3 2024 Added 13.07%
$225B
$705 Million 0.16% of portfolio
1,994
Q3 2024 Added 2.68%
$255B
$613 Million 0.14% of portfolio
5,400
Q3 2024 Reduced 4.59%
$308B
$577 Million 0.13% of portfolio
2,922
Q3 2024 Added 14.5%
$222B
$525 Million 0.12% of portfolio
1,725
Q3 2024 Added 4.67%
$585B
$523 Million 0.12% of portfolio
895
Q3 2024 Added 7.06%
$306B
$458 Million 0.11% of portfolio
3,111
Q3 2024 Reduced 0.48%
$274B
$316 Million 0.07% of portfolio
4,403
Q3 2024 Added 8.9%
$241B
$315 Million 0.07% of portfolio
5,915
Q3 2024 Added 4.05%
$238B
$219 Million 0.05% of portfolio
1,333
Q3 2024 New
$205B
$215 Million 0.05% of portfolio
1,882
Q3 2024 New
$1.11T
$221 Million 0.05% of portfolio
843
Q3 2024 New
$209B
$205 Million 0.05% of portfolio
525
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $435 Billion
  • Prior Value $402 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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