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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.84B
$3.69 Billion 0.85% of portfolio
38,499
Q3 2024 Reduced 0.01%
$3.74B
$3.41 Billion 0.78% of portfolio
116,528
Q3 2024 Added 31.98%
$7.1B
$3.06 Billion 0.7% of portfolio
103,212
Q3 2024 Added 0.68%
$9.03B
$358 Million 0.08% of portfolio
4,124
Q3 2024 Reduced 1.67%
$8.49B
$132 Million 0.03% of portfolio
1,009
Q2 2024 Reduced 90.83%

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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