Legacy Private Trust Co. Sells in Q2 2025

Legacy Private Trust Co.

  • $1.52 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
-59.1K
- 24.67%
$150.43 - $192.71 $8.89M - $11.4M
180K $34.8M
AAPL
Apple Inc.

Technology
-6.1K
- 3.25%
$172.42 - $223.89 $1.05M - $1.37M
182K $37.3M
BOND
Pimco Active Bond Exchange Tra

ETFs
-28.3K
- 11.56%
$89.87 - $92.93 $2.54M - $2.63M
216K $19.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-45.1K
- 34.66%
$51.14 - $57.0 $2.31M - $2.57M
85K $4.83M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-23.8K
- 8.16%
$96.84 - $99.46 $2.31M - $2.37M
268K $26.6M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-22.8K
- 38.64%
$62.08 - $73.58 $1.41M - $1.68M
36.2K $2.42M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-71.3K
- 10.59%
$20.66 - $20.74 $1.47M - $1.48M
602K $12.4M
CVX
Chevron Corp

Energy
-1.01K
- 2.06%
$133.73 - $168.51 $134K - $169K
47.9K $6.86M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-556
- 4.77%
$390.26 - $489.06 $217K - $272K
11.1K $4.5M
QCOM
Qualcomm Inc

Technology
-7.36K
- 54.55%
$124.66 - $159.48 $918K - $1.17M
6.13K $976K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-27.1K
- 43.91%
$35.35 - $42.68 $959K - $1.16M
34.7K $1.48M
TGT
Target Corp

Consumer Defensive
-8.54K
- 39.56%
$88.76 - $105.77 $758K - $903K
13K $1.29M
MRK
Merck & Co., Inc.

Healthcare
-8.11K
- 28.81%
$73.47 - $87.12 $596K - $706K
20K $1.59M
COP
Conocophillips

Energy
-873
- 1.58%
$82.66 - $106.1 $72.2K - $92.6K
54.3K $4.87M
STZ
Constellation Brands, Inc.

Consumer Defensive
-4.3K
- 40.81%
$160.0 - $195.62 $688K - $841K
6.24K $1.01M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-133K
- 10.72%
$60.34 - $74.89 $8.03M - $9.97M
1.11M $83M
CSM
Proshares Large Cap Core Plus

ETFs
-19K
- 24.34%
$56.33 - $70.04 $1.07M - $1.33M
59.1K $4.14M
LMT
Lockheed Martin Corp

Industrials
-1.91K
- 40.9%
$430.82 - $486.45 $823K - $930K
2.76K $1.28M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-16.7K
- 3.41%
$43.89 - $45.45 $731K - $757K
473K $21.3M
UNP
Union Pacific Corp

Industrials
-1.84K
- 3.74%
$208.27 - $238.46 $384K - $439K
47.4K $10.9M
ADBE
Adobe Inc.

Technology
-1.89K
- 25.65%
$340.0 - $420.68 $644K - $796K
5.49K $2.12M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-36.3K
- 4.62%
$19.44 - $19.56 $706K - $711K
750K $14.6M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.14K
- 3.82%
$210.83 - $235.28 $239K - $267K
28.6K $6.34M
KMB
Kimberly Clark Corp

Consumer Defensive
-112
- 0.34%
$126.84 - $145.22 $14.2K - $16.3K
32.4K $4.18M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-7.67K
- 15.37%
$49.12 - $50.93 $377K - $390K
42.2K $2.1M
ACN
Accenture PLC

Technology
-711
- 6.15%
$279.23 - $323.21 $199K - $230K
10.9K $3.25M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-16.7K
- 29.88%
$20.16 - $20.49 $336K - $342K
39.1K $801K
AZO
Autozone Inc

Consumer Cyclical
-72
- 11.9%
$3478.38 - $3880.15 $250K - $279K
533 $1.98M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-27
- 0.34%
$483.48 - $539.8 $13.1K - $14.6K
7.92K $3.85M
CRM
Salesforce, Inc.

Technology
-1.18K
- 31.58%
$236.26 - $291.15 $278K - $343K
2.55K $695K
TMUS
T Mobile Us, Inc.

Communication Services
-505
- 10.0%
$220.99 - $268.54 $112K - $136K
4.54K $1.08M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.5K
- 0.73%
$24.32 - $27.87 $36.5K - $41.8K
203K $5.38M
V
Visa Inc.

Financial Services
-873
- 6.4%
$308.27 - $373.31 $269K - $326K
12.8K $4.53M
AFL
Aflac Inc

Financial Services
-1.64K
- 13.43%
$99.77 - $112.45 $163K - $184K
10.6K $1.11M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-12.2K
- 12.73%
$33.13 - $40.67 $406K - $498K
84K $3.42M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.87K
- 8.44%
$90.56 - $109.49 $441K - $533K
52.8K $5.77M
CB
Chubb LTD

Financial Services
-577
- 12.06%
$274.32 - $302.46 $158K - $175K
4.21K $1.22M
IEFA
Ishares Tr

ETFs
-3.71K
- 30.44%
$67.83 - $84.09 $252K - $312K
8.47K $707K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.66K
- 1.34%
$50.36 - $50.68 $235K - $236K
343K $17.4M
BMY
Bristol Myers Squibb CO

Healthcare
-1.1K
- 10.17%
$44.12 - $59.6 $48.5K - $65.6K
9.72K $449K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-9.98K
- 9.65%
$19.49 - $19.66 $195K - $196K
93.4K $1.84M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.73K
- 9.31%
$116.93 - $119.39 $203K - $207K
16.9K $2.01M
MTD
Mettler Toledo International Inc

Healthcare
-148
- 9.34%
$970.15 - $1216.57 $144K - $180K
1.44K $1.69M
CMCSA
Comcast Corp

Communication Services
-3.84K
- 11.31%
$32.84 - $36.72 $126K - $141K
30.1K $1.08M
PEP
Pepsico Inc

Consumer Defensive
-243
- 3.08%
$128.02 - $151.37 $31.1K - $36.8K
7.65K $1.01M
BAC
Bank Of America Corp

Financial Services
-18.7K
- 14.58%
$34.39 - $47.46 $643K - $887K
109K $5.18M
NEE
Nextera Energy Inc

Utilities
-1.76K
- 10.7%
$64.11 - $75.0 $113K - $132K
14.7K $1.02M
TXN
Texas Instruments Inc

Technology
-730
- 3.86%
N/A
18.2K $3.54M
CPRT
Copart Inc

Consumer Cyclical
-1.13K
- 11.67%
$47.72 - $63.84 $53.9K - $72.1K
8.56K $419K
Activity Summary
Buys All Purchases 74 New Holdings 14 Increased Positions 60 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 0 Puts 0
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