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
CPRT
Copart Inc

Consumer Cyclical
950
+ 9.51%
$51.36 - $63.8 $48.8K - $60.6K
10.9K $627K
IWF
Ishares Russell 1000 Gr ETF

ETFs
102
+ 8.03%
$370.24 - $418.94 $37.8K - $42.7K
1.37K $550K
BMY
Bristol Myers Squibb CO

Healthcare
310
+ 3.28%
$51.92 - $59.94 $16.1K - $18.6K
9.75K $551K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
690
+ 8.68%
N/A
8.64K $741K
PFE
Pfizer Inc

Healthcare
3.09K
+ 28.98%
$24.8 - $30.19 $76.7K - $93.4K
13.8K $365K
ECL
Ecolab Inc.

Basic Materials
635
+ 13.61%
$234.32 - $261.43 $149K - $166K
5.3K $1.24M
VMC
Vulcan Materials CO

Basic Materials
138
+ 9.32%
$237.95 - $292.31 $32.8K - $40.3K
1.62K $416K
BX
Blackstone Inc.

Financial Services
9
+ 0.4%
$148.45 - $199.05 $1.34K - $1.79K
2.28K $392K
PSX
Phillips 66

Energy
678
+ 31.77%
$110.35 - $138.93 $74.8K - $94.2K
2.81K $320K
IBMP
Ishares Tr Ibonds December 202

ETFs
1.37K
+ 6.1%
$25.08 - $25.43 $34.4K - $34.8K
23.8K $599K
IT
Gartner Inc

Technology
55
+ 13.75%
$481.22 - $551.8 $26.5K - $30.3K
455 $220K
MDLZ
Mondelez International, Inc.

Consumer Defensive
957
+ 33.18%
$59.25 - $72.99 $56.7K - $69.9K
3.84K $229K
IBM
International Business Machines Corp

Technology
75
+ 2.5%
$204.9 - $238.04 $15.4K - $17.9K
3.07K $674K
PNC
Pnc Financial Services Group, Inc.

Financial Services
6
+ 0.51%
$178.39 - $215.0 $1.07K - $1.29K
1.18K $227K
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
12.1K
+ 19.34%
N/A
74.8K $0
OVL
Listed Fds Tr Overlay Shs Larg
10.9K
+ 10.12%
N/A
118K $0
VCIT
Vanguard Intermediate Term Cor

ETFs
473
+ 3.83%
$80.13 - $83.77 $37.9K - $39.6K
12.8K $1.03M
XLU
Utilities Sector Spdr

ETFs
3.25K
+ 6.39%
$74.89 - $82.93 $243K - $269K
54.1K $4.09M
MMM
3 M CO

Industrials
33
+ 1.08%
$124.74 - $137.12 $4.12K - $4.52K
3.08K $397K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
155
+ 0.27%
$44.33 - $49.55 $6.87K - $7.68K
58.4K $2.62M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.27K
+ 3.0%
$57.53 - $60.83 $246K - $260K
146K $8.42M
MRK
Merck & Co., Inc.

Healthcare
2.81K
+ 10.94%
$96.31 - $114.76 $271K - $323K
28.5K $2.84M
XLB
Select Sector Spdr Fd Material

ETFs
3.57K
+ 11.12%
$83.8 - $97.58 $300K - $349K
35.7K $3.01M
NEE
Nextera Energy Inc

Utilities
950
+ 6.88%
$69.77 - $85.43 $66.3K - $81.2K
14.8K $1.06M
JNJ
Johnson & Johnson

Healthcare
3.05K
+ 8.43%
$143.34 - $165.86 $437K - $505K
39.2K $5.67M
AMGN
Amgen Inc

Healthcare
784
+ 11.31%
$258.78 - $328.31 $203K - $257K
7.72K $2.01M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
141K
+ 196.0%
$26.93 - $84.95 $3.79M - $12M
212K $5.81M
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.23K
+ 3.65%
$40.06 - $45.21 $169K - $191K
120K $4.88M
LLY
Eli Lilly & CO

Healthcare
904
+ 10.38%
$727.2 - $932.06 $657K - $843K
9.62K $7.42M
ABBV
Abb Vie Inc.

Healthcare
915
+ 3.77%
$164.99 - $203.87 $151K - $187K
25.2K $4.48M
JMBS
Janus Detroit Str Tr Henderson

ETFs
16.6K
+ 3.49%
$44.03 - $46.65 $732K - $775K
493K $21.8M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.84K
+ 2.06%
$99.2 - $108.47 $183K - $200K
91.4K $9.1M
UNH
Unitedhealth Group Inc

Healthcare
366
+ 3.7%
$485.52 - $625.25 $178K - $229K
10.3K $5.19M
DHR
Danaher Corp

Healthcare
1.32K
+ 5.38%
$226.16 - $274.52 $299K - $363K
25.9K $5.95M
TMO
Thermo Fisher Scientific Inc.

Healthcare
205
+ 1.75%
$501.29 - $612.85 $103K - $126K
11.9K $6.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.04K
+ 0.29%
$44.04 - $49.49 $45.9K - $51.6K
361K $15.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
345K
+ 98.62%
$18.41 - $40.87 $6.34M - $14.1M
694K $12.8M
VEA
Vanguard Ftse Developed Market

ETFs
12.3K
+ 1.19%
$47.57 - $52.44 $586K - $646K
1.04M $49.9M
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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