Legacy Private Trust Co. has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.46 Billion distributed in 309 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $176M, Vanguard Total Stock Market Et with a value of $142M, Vanguard Ftse Developed Market with a value of $54.5M, Vanguard Extended Market ETF with a value of $54.1M, and Spdr Portfolio S&P 1500 Compos with a value of $43.6M.
Examining the 13F form we can see an increase of $75.1M in the current position value, from $1.39B to 1.46B.
Below you can find more details about Legacy Private Trust Co. portfolio as well as his latest detailed transactions.
Portfolio value
$1.46 Billion
ETFs: $982 Million
Technology: $158 Million
Financial Services: $68.5 Million
Healthcare: $58 Million
Consumer Cyclical: $46.5 Million
Communication Services: $42 Million
Consumer Defensive: $38.6 Million
Industrials: $32.7 Million
Other: $25.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
