Legacy Trust Purchases in Q3 2025

Legacy Trust

  • $507 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
45.2K
+ 58.26%
$202.38 - $256.87 $9.15M - $11.6M
123K $31.3B
NVDA
Nvidia Corp

Technology
62.6K
+ 232.9%
$153.3 - $186.58 $9.6M - $11.7M
89.5K $16.7B
GOOGL
Alphabet Inc.

Communication Services
3.18K
+ 6.32%
$174.36 - $254.72 $554K - $810K
53.4K $13B
MSFT
Microsoft Corp

Technology
5.48K
+ 14.63%
$491.09 - $535.64 $2.69M - $2.94M
42.9K $22.2B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.3K
+ 5.58%
$224.68 - $282.71 $517K - $651K
43.5K $12.2B
AMZN
Amazon Com Inc

Consumer Cyclical
12.5K
+ 35.36%
$211.65 - $238.24 $2.65M - $2.98M
47.9K $10.5B
IVV
Ishares Core S&P 500 ETF

ETFs
1.42K
+ 3.95%
$620.67 - $670.08 $883K - $954K
37.4K $25B
KLAC
Kla Corp

Technology
2.22K
New
$843.9 - $1078.6 $1.87M - $2.39M
2.22K $2.39B
RTX
Raytheon Technologies Corp

Industrials
5.33K
+ 10.16%
$144.19 - $167.33 $768K - $892K
57.7K $9.66B
JPM
Jpmorgan Chase & CO

Financial Services
2.94K
+ 8.13%
$282.78 - $316.06 $832K - $930K
39.1K $12.3B
JNJ
Johnson & Johnson

Healthcare
1.64K
+ 4.15%
$155.17 - $185.42 $255K - $304K
41.2K $7.64B
ORCL
Oracle Corp

Technology
1.3K
+ 7.07%
$218.96 - $328.33 $285K - $427K
19.7K $5.54B
GOOG
Alphabet Inc.

Communication Services
2.77K
+ 28.34%
$175.16 - $255.24 $486K - $708K
12.6K $3.06B
ABBV
Abb Vie Inc.

Healthcare
4.58K
+ 186.38%
$184.85 - $231.54 $847K - $1.06M
7.04K $1.63B
AXP
American Express CO

Financial Services
1.88K
+ 6.51%
$294.27 - $342.31 $552K - $642K
30.7K $10.2B
ABT
Abbott Laboratories

Healthcare
7.45K
+ 402.22%
$120.51 - $136.62 $897K - $1.02M
9.3K $1.25B
IBM
International Business Machines Corp

Technology
3.41K
New
$234.77 - $292.47 $800K - $997K
3.41K $962M
MCD
Mcdonalds Corp

Consumer Cyclical
2.98K
+ 186.13%
$291.67 - $316.99 $869K - $944K
4.58K $1.39B
LLY
Eli Lilly & CO

Healthcare
1.22K
+ 119.14%
$625.65 - $812.69 $763K - $991K
2.24K $1.71B
CAT
Caterpillar Inc

Industrials
1.87K
New
$390.92 - $477.15 $732K - $894K
1.87K $894M
VO
Vanguard Mid Cap ETF

ETFs
2.95K
+ 157.64%
$279.83 - $293.74 $826K - $867K
4.82K $1.42B
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
17.1K
New
$40.68 - $46.33 $694K - $791K
17.1K $775M
CSCO
Cisco Systems, Inc.

Technology
10.5K
+ 308.7%
$66.2 - $71.79 $693K - $751K
13.9K $948M
SPY
Spdr S&P 500 ETF Trust

ETFs
40
+ 0.28%
$617.65 - $666.84 $24.7K - $26.7K
14.2K $9.47B
TJX
Tjx Companies Inc

Consumer Cyclical
2.46K
+ 17.39%
$121.35 - $144.54 $298K - $355K
16.6K $2.4B
CVX
Chevron Corp

Energy
3.95K
+ 131.88%
$145.57 - $161.83 $575K - $639K
6.95K $1.08B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.05K
New
$567.77 - $614.76 $594K - $644K
1.05K $641M
USB
Us Bancorp \De\

Financial Services
9.14K
+ 16.25%
$43.94 - $50.41 $402K - $461K
65.4K $3.16B
MPC
Marathon Petroleum Corp

Energy
3K
New
$158.59 - $198.69 $476K - $596K
3K $578M
AVGO
Broadcom Inc.

Technology
1.36K
+ 61.35%
$264.74 - $369.57 $361K - $503K
3.58K $1.18B
FPX
First Trust Us Equity Opportun

ETFs
3.33K
New
$141.57 - $166.21 $471K - $553K
3.33K $553M
NSC
Norfolk Southern Corp

Industrials
1.8K
New
$259.49 - $300.41 $467K - $541K
1.8K $541M
KO
Coca Cola CO

Consumer Defensive
8.25K
+ 222.46%
$65.67 - $71.67 $542K - $591K
12K $793M
ADSK
Autodesk, Inc.

Technology
1.67K
New
N/A
1.67K $529M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.06K
New
$236.25 - $257.69 $487K - $531K
2.06K $528M
Jacobs Solutions Inc
3.4K
New
N/A
3.4K $509M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
878
+ 22.46%
$459.11 - $506.91 $403K - $445K
4.79K $2.41B
XOM
Exxon Mobil Corp

Energy
3.97K
+ 44.87%
$105.83 - $117.22 $420K - $466K
12.8K $1.45B
T
At&T Inc.

Communication Services
17.4K
New
$26.94 - $29.62 $468K - $514K
17.4K $490M
DD
Du Pont De Nemours, Inc.

Basic Materials
448
+ 0.95%
$69.9 - $78.26 $31.3K - $35.1K
47.8K $3.72B
UBER
Uber Technologies, Inc

Technology
2.95K
+ 7.61%
$86.91 - $99.57 $257K - $294K
41.7K $4.09B
BA
Boeing CO

Industrials
2.12K
New
$209.79 - $237.38 $445K - $503K
2.12K $458M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
2.57K
New
$172.72 - $179.11 $444K - $460K
2.57K $458M
IEFA
Ishares Tr

ETFs
5.11K
+ 211.64%
$81.7 - $87.53 $418K - $447K
7.53K $657M
FVD
First Tr Value Line Divid Inde

ETFs
9.78K
New
$44.73 - $46.86 $437K - $458K
9.78K $452M
K
Kellogg CO

Consumer Defensive
5.49K
New
$76.96 - $82.02 $422K - $450K
5.49K $450M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.68K
New
$108.97 - $121.65 $401K - $448K
3.68K $444M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.36K
+ 1.25%
$62.09 - $66.51 $84.3K - $90.3K
110K $7.2B
MMM
3 M CO

Industrials
2.82K
New
$144.41 - $160.2 $408K - $452K
2.82K $438M
Activity Summary
Buys All Purchases 119 New Holdings 46 Increased Positions 73 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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