Legacy Trust has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $402 Billion distributed in 143 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.1B, Microsoft Corp with a value of $18.5B, Spdr S&P 500 ETF Trust with a value of $15.3B, United Rentals, Inc. with a value of $12.5B, and Palo Alto Networks Inc with a value of $11.9B.
Examining the 13F form we can see an increase of $1.08B in the current position value, from $401B to 402B.
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.