Legacy Trust Purchases in Q3 2024

Legacy Trust

  • $435 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EOG
Eog Resources Inc

Energy
27.9K
New
$117.9 - $132.65 $3.29M - $3.71M
27.9K $3.44B
IVV
Ishares Core S&P 500 ETF

ETFs
1.91K
+ 9.58%
$520.18 - $576.82 $993K - $1.1M
21.8K $12.6B
GWW
W.W. Grainger, Inc.

Industrials
5
+ 0.05%
$896.19 - $1044.18 $4.48K - $5.22K
9.61K $9.98B
JNJ
Johnson & Johnson

Healthcare
3.87K
+ 9.95%
$145.48 - $167.38 $563K - $648K
42.8K $6.93B
RTX
Raytheon Technologies Corp

Industrials
165
+ 0.31%
$99.55 - $123.34 $16.4K - $20.4K
53.9K $6.53B
PYPL
Pay Pal Holdings, Inc.

Financial Services
527
+ 0.96%
$57.22 - $80.08 $30.2K - $42.2K
55.2K $4.3B
CHWY
Chewy, Inc.

Consumer Cyclical
28.2K
+ 31.98%
$22.22 - $32.67 $627K - $923K
117K $3.41B
CMI
Cummins Inc

Industrials
230
+ 1.2%
$266.63 - $326.4 $61.3K - $75.1K
19.4K $6.29B
EXPE
Expedia Group, Inc.

Consumer Cyclical
568
+ 1.69%
$112.12 - $149.09 $63.7K - $84.7K
34.2K $5.06B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
6.79K
New
$108.44 - $120.37 $737K - $818K
6.79K $818M
ORCL
Oracle Corp

Technology
633
+ 3.28%
$125.9 - $170.35 $79.7K - $108K
19.9K $3.4B
ACIO
ETF Ser Solutions Aptus Collar

ETFs
16.6K
New
$36.82 - $39.74 $611K - $660K
16.6K $660M
HD
Home Depot, Inc.

Consumer Cyclical
323
+ 3.94%
$333.64 - $405.2 $108K - $131K
8.51K $3.45B
DD
Du Pont De Nemours, Inc.

Basic Materials
1.16K
+ 1.91%
$77.22 - $89.49 $89.8K - $104K
62.2K $5.54B
IWM
Ishares Russell 2000 ETF

ETFs
190
+ 0.64%
$200.87 - $224.6 $38.2K - $42.7K
30.1K $6.65B
UBER
Uber Technologies, Inc

Technology
6.21K
+ 15.49%
$58.48 - $77.47 $363K - $481K
46.3K $3.48B
BFB
Brown Forman Corp Cl B
6.06K
+ 16.16%
N/A
43.6K $2.14B
V
Visa Inc.

Financial Services
194
+ 0.52%
$253.74 - $291.56 $49.2K - $56.6K
37.8K $10.4B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.77K
New
$162.64 - $179.3 $451K - $497K
2.77K $497M
USB
Us Bancorp \De\

Financial Services
213
+ 0.26%
$39.04 - $47.23 $8.32K - $10.1K
80.8K $3.7B
INCY
Incyte Corp

Healthcare
3.27K
+ 7.33%
$57.33 - $68.61 $188K - $224K
47.9K $3.17B
SYK
Stryker Corp

Healthcare
40
+ 0.21%
$315.94 - $371.96 $12.6K - $14.9K
19.4K $7.03B
JPM
Jpmorgan Chase & CO

Financial Services
431
+ 1.15%
$194.9 - $224.8 $84K - $96.9K
37.9K $7.99B
ALB
Albemarle Corp

Basic Materials
4.32K
+ 11.65%
$72.85 - $100.09 $315K - $432K
41.4K $3.92B
EEM
Ishares Msci Emerging Markets

ETFs
4.71K
+ 10.84%
$40.42 - $46.7 $190K - $220K
48.2K $2.21B
DGRO
Ishares Core Dividend Growth E

ETFs
5.39K
New
$57.47 - $62.76 $310K - $338K
5.39K $338M
SBUX
Starbucks Corp

Consumer Cyclical
513
+ 3.59%
$72.51 - $98.6 $37.2K - $50.6K
14.8K $1.44B
ALGN
Align Technology Inc

Healthcare
395
+ 2.42%
$204.03 - $257.2 $80.6K - $102K
16.7K $4.24B
AVGO
Broadcom Inc.

Technology
1.64K
New
$136.27 - $1745.86 $224K - $2.87M
1.64K $283M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
145
+ 3.59%
$405.19 - $478.57 $58.8K - $69.4K
4.19K $1.93B
ETN
Eaton Corp PLC

Industrials
827
New
$272.52 - $333.02 $225K - $275K
827 $274M
TMO
Thermo Fisher Scientific Inc.

Healthcare
25
+ 0.71%
$531.86 - $624.21 $13.3K - $15.6K
3.53K $2.19B
PM
Philip Morris International Inc.

Consumer Defensive
2K
New
$101.25 - $127.45 $202K - $254K
2K $242M
IEMG
Ishares Inc

ETFs
4.15K
New
$53.64 - $53.64 $223K - $223K
4.15K $238M
GWRE
Guidewire Software, Inc.

Technology
1.3K
New
$137.04 - $182.94 $177K - $237K
1.3K $237M
NEE
Nextera Energy Inc

Utilities
448
+ 3.15%
$69.9 - $84.97 $31.3K - $38.1K
14.7K $1.24B
FTNT
Fortinet, Inc.

Technology
2.99K
New
$55.39 - $77.55 $165K - $231K
2.99K $231M
TSLA
Tesla, Inc.

Consumer Cyclical
843
New
$191.76 - $263.26 $162K - $222K
843 $221M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
5.27K
New
$38.03 - $42.06 $200K - $221K
5.27K $220M
LNG
Cheniere Energy, Inc.

Energy
142
+ 0.37%
$172.24 - $186.09 $24.5K - $26.4K
38.8K $6.97B
AMD
Advanced Micro Devices Inc

Technology
1.33K
New
$128.67 - $183.96 $172K - $245K
1.33K $219M
ABT
Abbott Laboratories

Healthcare
1.88K
New
$100.07 - $118.13 $188K - $222K
1.88K $215M
JBHT
Hunt J B Transport Services Inc

Industrials
1.24K
New
$155.54 - $176.97 $193K - $220K
1.24K $214M
CAT
Caterpillar Inc

Industrials
525
New
$316.8 - $391.12 $166K - $205K
525 $205M
PGR
Progressive Corp

Financial Services
808
New
$209.46 - $259.24 $169K - $209K
808 $205M
AMT
American Tower Corp

Real Estate
32
+ 0.76%
$192.27 - $242.73 $6.15K - $7.77K
4.26K $991M
NVDA
Nvidia Corp

Technology
1.87K
+ 6.32%
$98.91 - $134.91 $185K - $252K
31.4K $3.81B
ABBV
Abb Vie Inc.

Healthcare
370
+ 14.5%
$163.84 - $199.33 $60.6K - $73.8K
2.92K $577M
BLK
Black Rock Inc.

Financial Services
11
+ 1.41%
$782.27 - $949.51 $8.6K - $10.4K
790 $750M
Activity Summary
Buys All Purchases 79 New Holdings 18 Increased Positions 61 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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