Legacy Private Trust Co. Incresed Positions in Q1 2025

Legacy Private Trust Co.

  • $1.42 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
100
+ 3.56%
$113.93 - $131.55 $11.4K - $13.2K
2.91K $359K
ORCL
Oracle Corp

Technology
525
+ 31.47%
$139.81 - $186.47 $73.4K - $97.9K
2.19K $306K
CMCSA
Comcast Corp

Communication Services
1.36K
+ 4.16%
$33.19 - $38.23 $45K - $51.8K
34K $1.25M
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
8.73K
+ 32.82%
N/A
35.3K $0
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
5.7K
+ 17.31%
N/A
38.6K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
1.67K
+ 37.41%
N/A
6.15K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
18.2K
+ 14.67%
N/A
142K $0
Blackrock Inc
100
+ 5.21%
N/A
2.02K $0
Neumora Therapeutics Inc.
2K
+ 20.0%
N/A
12K $0
OVL
Listed Fds Tr Overlay Shs Larg
35.5K
+ 30.04%
N/A
154K $0
EMR
Emerson Electric CO

Industrials
2.25K
+ 11.88%
$108.64 - $131.17 $244K - $294K
21.1K $2.32M
VB
Vanguard Small Cap ETF

ETFs
29
+ 1.66%
$217.89 - $252.64 $6.32K - $7.33K
1.78K $394K
HST
Host Hotels & Resorts, Inc.

Real Estate
107
+ 0.43%
$14.21 - $17.45 $1.52K - $1.87K
24.7K $351K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.39K
+ 5.8%
$40.03 - $46.81 $136K - $158K
61.8K $2.51M
USB
Us Bancorp \De\

Financial Services
3.05K
+ 6.66%
$40.92 - $50.9 $125K - $155K
48.8K $2.06M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.42K
+ 13.48%
$47.79 - $59.89 $259K - $324K
45.6K $2.29M
GS
Goldman Sachs Group Inc

Financial Services
228
+ 2.1%
$524.81 - $672.19 $120K - $153K
11.1K $6.06M
GOOG
Alphabet Inc.

Communication Services
358
+ 3.75%
$156.06 - $207.71 $55.9K - $74.4K
9.9K $1.55M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
298
+ 1.48%
$507.05 - $563.67 $151K - $168K
20.5K $10.5M
TSLA
Tesla, Inc.

Consumer Cyclical
610
+ 10.4%
$222.15 - $428.22 $136K - $261K
6.48K $1.68M
Activity Summary
Buys All Purchases 88 New Holdings 17 Increased Positions 71 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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