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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.82B
$4.19 Billion 1.01% of portfolio
128,884
Q1 2025 Added 0.67%
$9.67B
$4.02 Billion 0.97% of portfolio
110,361
Q1 2025 Added 2.45%
$8.36B
$3.44 Billion 0.83% of portfolio
41,219
Q1 2025 Added 1.87%
$6.72B
$3.02 Billion 0.73% of portfolio
41,976
Q1 2025 Added 3.38%
$5.01B
$1.41 Billion 0.34% of portfolio
60,495
Q1 2025 Reduced 27.62%
$7.12B
$267 Million 0.06% of portfolio
3,673
Q1 2025 Reduced 11.41%
$6.6B
$94.7 Million 0.02% of portfolio
885
Q1 2025 Reduced 12.29%

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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