Legacy Private Trust Co. Portfolio Holdings
Legacy Private Trust Co.
- $1.42 Billion
- Q1 2025
Legacy Private Trust Co. has filed its 13F form on April 04, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.42 Billion distributed in 320 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 $181M, Vanguard Total Stock Market Et with a value of $150M, Spdr Portfolio S&P 1500 Compos with a value of $83.9M, Vanguard Ftse Developed Market with a value of $53.5M, and Apple Inc. with a value of $41.7M.
Examining the 13F form we can see an decrease of $78M in the current position value, from $1.5B to 1.42B.
Below you can find more details about Legacy Private Trust Co. portfolio as well as his latest detailed transactions.
Portfolio value
$1.42 Billion
ETFs: $946 Million
Technology: $147 Million
Financial Services: $79.6 Million
Healthcare: $56 Million
Consumer Cyclical: $46.7 Million
Communication Services: $40.4 Million
Consumer Defensive: $33.8 Million
Industrials: $32.9 Million
Other: $28.1 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 320
- Current Value $1.42 Billion
- Prior Value $1.5 Billion
- Filing
- Period Q1 2025
- Filing Date April 04, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 17 stocks
- Additional Purchases 71 stocks
- Sold out of 0 stocks
- Reduced holdings in 112 stocks