Legacy Private Trust Co. Sells in Q1 2025

Legacy Private Trust Co.

  • $1.42 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
-1.56K
- 7.27%
$504.67 - $576.31 $786K - $897K
19.9K $10.9M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-11.6K
- 9.69%
$39.18 - $43.52 $455K - $506K
108K $4.49M
IBMP
Ishares Tr Ibonds December 202

ETFs
-14.5K
- 60.6%
$25.1 - $25.34 $363K - $366K
9.4K $237K
ALL
Allstate Corp

Financial Services
-2.09K
- 41.11%
$180.99 - $210.18 $378K - $439K
2.99K $619K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.43K
- 4.3%
$47.25 - $67.02 $67.4K - $95.6K
31.8K $1.55M
AMD
Advanced Micro Devices Inc

Technology
-2.32K
- 52.47%
$96.63 - $129.55 $225K - $301K
2.11K $216K
MRK
Merck & Co., Inc.

Healthcare
-383
- 1.34%
$83.01 - $101.02 $31.8K - $38.7K
28.1K $2.53M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.23K
- 22.91%
$183.02 - $207.75 $225K - $255K
4.13K $766K
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.58K
- 27.93%
$79.17 - $82.04 $283K - $294K
9.24K $754K
COST
Costco Wholesale Corp

Consumer Defensive
-543
- 6.43%
$890.62 - $1076.86 $484K - $585K
7.91K $7.48M
IYW
Ishares Dj Us Tech ETF

ETFs
-91
- 0.78%
$140.66 - $166.79 $12.8K - $15.2K
11.7K $1.64M
BA
Boeing CO

Industrials
-789
- 5.13%
$148.15 - $186.25 $117K - $147K
14.6K $2.49M
PH
Parker Hannifin Corp

Industrials
-98
- 1.66%
$591.65 - $707.05 $58K - $69.3K
5.82K $3.54M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-3.12K
- 3.41%
$97.38 - $104.52 $304K - $326K
88.3K $8.9M
BSCU
Invesco Exc Self Ind Tr

ETFs
-11.9K
- 13.71%
$16.2 - $16.64 $193K - $199K
75.1K $1.25M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-8.09K
- 3.81%
$27.01 - $28.54 $218K - $231K
204K $5.64M
SPY
Spdr S&P 500 ETF Trust

ETFs
-71
- 1.96%
$551.42 - $612.93 $39.2K - $43.5K
3.56K $1.99M
IEF
Ishares Barclays

ETFs
-1.67K
- 17.25%
$91.17 - $95.39 $152K - $159K
8.02K $762K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-307
- 2.64%
$196.12 - $229.48 $60.2K - $70.5K
11.3K $2.27M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-6.53K
- 10.48%
$20.05 - $20.4 $131K - $133K
55.8K $1.14M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-100
- 3.59%
$165.25 - $224.62 $16.5K - $22.5K
2.69K $445K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.19K
- 13.82%
N/A
7.45K $639K
NFLX
Netflix Inc

Communication Services
-247
- 7.54%
$828.4 - $1058.6 $205K - $261K
3.03K $2.82M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.73K
- 1.88%
$39.4 - $42.61 $68.2K - $73.8K
90.2K $3.61M
PEP
Pepsico Inc

Consumer Defensive
-525
- 6.24%
$142.64 - $156.42 $74.9K - $82.1K
7.89K $1.18M
CPRT
Copart Inc

Consumer Cyclical
-1.25K
- 11.43%
$52.3 - $59.83 $65.4K - $74.8K
9.69K $548K
XLC
Select Sector Spdr Tr Communic

ETFs
-761
- 26.22%
$94.84 - $105.31 $72.2K - $80.1K
2.14K $204K
SXI
Standex International Corp

Industrials
-65
- 2.74%
$160.36 - $196.08 $10.4K - $12.7K
2.31K $369K
AMAT
Applied Materials Inc

Technology
-56
- 1.5%
$145.06 - $195.51 $8.12K - $10.9K
3.67K $532K
VO
Vanguard Mid Cap ETF

ETFs
-183
- 6.26%
$251.87 - $277.95 $46.1K - $50.9K
2.74K $705K
VMC
Vulcan Materials CO

Basic Materials
-98
- 6.06%
$220.9 - $277.54 $21.6K - $27.2K
1.52K $354K
XLY
Select Sector Spdr Consumer Di

ETFs
-78
- 4.65%
$192.6 - $233.2 $15K - $18.2K
1.6K $315K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-10
- 0.73%
$360.07 - $417.26 $3.6K - $4.17K
1.36K $491K
GD
General Dynamics Corp

Industrials
-260
- 10.74%
$241.94 - $272.58 $62.9K - $70.9K
2.16K $588K
VGT
Vanguard Information Technolog

ETFs
-5
- 0.96%
$543.24 - $646.34 $2.72K - $3.23K
515 $279K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-2.75K
- 2.59%
$19.43 - $19.62 $53.4K - $54K
103K $2.02M
WFC
Wells Fargo & Company

Financial Services
-2.91K
- 2.55%
$66.78 - $81.42 $194K - $237K
111K $7.97M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-68
- 0.45%
$74.34 - $81.0 $5.06K - $5.51K
15.1K $1.14M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1K
- 7.32%
$68.32 - $75.06 $68.3K - $75.1K
12.7K $933K
IYR
Ishares Tr

ETFs
-579
- 2.76%
$89.49 - $98.98 $51.8K - $57.3K
20.4K $1.93M
UL
Unilever PLC

Consumer Defensive
-502
- 9.26%
$54.72 - $60.29 $27.5K - $30.3K
4.92K $293K
TRV
Travelers Companies, Inc.

Financial Services
-160
- 11.7%
$232.43 - $265.13 $37.2K - $42.4K
1.21K $319K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-125
- 4.19%
$81.83 - $82.67 $10.2K - $10.3K
2.86K $236K
VTV
Vanguard Value ETF

ETFs
-35
- 1.04%
$167.73 - $179.21 $5.87K - $6.27K
3.33K $569K
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-23K
- 30.72%
N/A
51.8K $0
Linde PLC
-1.92K
- 14.82%
N/A
11K $0
Brookfield Corp
-400
- 5.15%
N/A
7.36K $0
SCHW
Schwab Charles Corp

Financial Services
-90
- 2.68%
$71.24 - $83.64 $6.41K - $7.53K
3.27K $255K
KO
Coca Cola CO

Consumer Defensive
-1.28K
- 9.55%
$60.81 - $72.32 $77.9K - $92.6K
12.1K $869K
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
Track This Portfolio

Track Legacy Private Trust Co. Portfolio

Follow Legacy Private Trust Co. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Private Trust Co., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Private Trust Co. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email