Legacy Private Trust Co. Incresed Positions in Q4 2024

Legacy Private Trust Co.

  • $1.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
269K
+ 43.16%
$69.3 - $74.3 $18.6M - $20M
892K $63.7M
WFC
Wells Fargo & Company

Financial Services
108K
+ 1901.32%
$54.98 - $77.35 $5.95M - $8.38M
114K $8.01M
VTI
Vanguard Total Stock Market Et

ETFs
13.3K
+ 2.65%
$280.04 - $302.45 $3.72M - $4.01M
514K $149M
AAPL
Apple Inc.

Technology
12.6K
+ 6.99%
$221.69 - $259.02 $2.79M - $3.25M
192K $48.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
118K
+ 59.87%
$50.37 - $50.6 $5.92M - $5.95M
314K $15.8M
AMCR
Amcor PLC

Consumer Cyclical
495K
+ 827.16%
$9.34 - $11.37 $4.62M - $5.63M
555K $5.22M
VXF
Vanguard Extended Market ETF

ETFs
11.1K
+ 3.73%
$179.17 - $207.15 $1.99M - $2.3M
308K $58.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
98.5K
+ 38.79%
$58.88 - $64.8 $5.8M - $6.38M
352K $20.8M
GOOGL
Alphabet Inc.

Communication Services
163
+ 0.12%
$161.86 - $196.66 $26.4K - $32.1K
134K $25.3M
JPM
Jpmorgan Chase & CO

Financial Services
2.25K
+ 3.21%
$205.18 - $250.29 $461K - $563K
72.2K $17.3M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
996K
+ 209.98%
$22.01 - $66.82 $21.9M - $66.6M
1.47M $33.4M
V
Visa Inc.

Financial Services
4.55K
+ 49.58%
$273.87 - $320.91 $1.25M - $1.46M
13.7K $4.34M
WMT
Walmart Inc.

Consumer Defensive
3.74K
+ 3.03%
$79.1 - $95.7 $296K - $358K
127K $11.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.83K
+ 2.64%
$124.26 - $134.12 $724K - $782K
226K $29.1M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
26K
+ 43.08%
$50.67 - $50.9 $1.32M - $1.32M
86.4K $4.38M
MCK
Mckesson Corp

Healthcare
150
+ 0.98%
$482.27 - $628.5 $72.3K - $94.3K
15.5K $8.84M
META
Meta Platforms, Inc.

Communication Services
1.17K
+ 5.39%
$554.08 - $632.68 $647K - $739K
22.9K $13.5M
BOND
Pimco Active Bond Exchange Tra

ETFs
19K
+ 8.95%
$90.42 - $94.5 $1.72M - $1.8M
232K $20.9M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
44.4K
+ 10.58%
$22.1 - $22.59 $982K - $1M
464K $10.3M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
17.5K
+ 30.31%
$47.58 - $48.56 $832K - $849K
75.1K $3.59M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
44.8K
+ 10.99%
$21.81 - $22.48 $977K - $1.01M
452K $9.91M
MA
Mastercard Inc

Financial Services
33
+ 0.15%
$491.3 - $536.15 $16.2K - $17.7K
21.4K $11.3M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
53.8K
+ 14.54%
$19.11 - $20.04 $1.03M - $1.08M
424K $8.14M
PH
Parker Hannifin Corp

Industrials
1.03K
+ 21.14%
$621.74 - $709.46 $642K - $733K
5.92K $3.76M
NFLX
Netflix Inc

Communication Services
78
+ 2.44%
$687.65 - $936.56 $53.6K - $73.1K
3.27K $2.92M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
794
+ 4.1%
$521.84 - $558.82 $414K - $444K
20.2K $10.9M
GOOG
Alphabet Inc.

Communication Services
2.42K
+ 34.07%
$163.08 - $198.16 $395K - $480K
9.54K $1.82M
PANW
Palo Alto Networks Inc

Technology
7.45K
+ 154.58%
$181.96 - $405.9 $1.36M - $3.02M
12.3K $2.23M
BA
Boeing CO

Industrials
1.29K
+ 9.14%
$138.14 - $180.72 $178K - $233K
15.4K $2.72M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
33.7K
+ 4.94%
$19.38 - $19.58 $652K - $659K
716K $13.9M
FMB
First Tr Exchange Traded Fd Ii

ETFs
11.4K
+ 12.31%
$50.62 - $52.07 $578K - $595K
104K $5.31M
PEP
Pepsico Inc

Consumer Defensive
3.56K
+ 73.36%
$151.29 - $176.1 $539K - $627K
8.42K $1.28M
XOM
Exxon Mobil Corp

Energy
6.11K
+ 26.62%
$105.51 - $125.37 $645K - $766K
29.1K $3.13M
TJX
Tjx Companies Inc

Consumer Cyclical
2.92K
+ 11.64%
$112.15 - $127.2 $327K - $371K
28K $3.38M
MUB
Ishares National Muni Bond ETF

ETFs
4.99K
+ 9.38%
$105.78 - $108.7 $527K - $542K
58.2K $6.2M
EMR
Emerson Electric CO

Industrials
1.23K
+ 6.96%
$108.13 - $134.33 $133K - $165K
18.9K $2.34M
XLK
Technology Sector Spdr

ETFs
961
+ 7.3%
$220.26 - $241.44 $212K - $232K
14.1K $3.28M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
75
+ 0.23%
$45.39 - $62.98 $3.4K - $4.72K
33.2K $1.88M
DIS
Walt Disney CO

Communication Services
555
+ 3.92%
$92.39 - $117.6 $51.3K - $65.3K
14.7K $1.64M
VBR
Vanguard Small Cap Value ETF

ETFs
1.45K
+ 36.96%
$197.36 - $217.3 $285K - $314K
5.36K $1.06M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.14K
+ 69.1%
$172.07 - $207.36 $196K - $236K
2.79K $550K
SCHX
Schwab Strategic Tr Us Large C

ETFs
210K
+ 202.96%
$22.4 - $68.28 $4.71M - $14.4M
314K $7.27M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.36K
+ 19.23%
$25.06 - $25.59 $235K - $240K
58K $1.46M
PM
Philip Morris International Inc.

Consumer Defensive
1.32K
+ 50.29%
$118.38 - $133.06 $156K - $176K
3.94K $474K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
819
+ 2.08%
$55.73 - $66.16 $45.6K - $54.2K
40.2K $2.42M
VIG
Vanguard Dividend Appreciation

ETFs
680
+ 19.36%
N/A
4.19K $763K
PG
Procter & Gamble CO

Consumer Defensive
1.17K
+ 8.61%
$161.05 - $179.7 $189K - $211K
14.8K $2.48M
IEFA
Ishares Tr

ETFs
2.73K
+ 27.7%
$70.06 - $77.43 $191K - $211K
12.6K $882K
GE
General Electric CO

Industrials
3.21K
+ 16.48%
$159.95 - $194.23 $513K - $623K
22.7K $3.78M
Activity Summary
Buys All Purchases 106 New Holdings 17 Increased Positions 89 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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