Legacy Trust Purchases in Q4 2024

Legacy Trust

  • $431 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ILMN
Illumina, Inc.

Healthcare
12.7K
New
$128.99 - $155.15 $1.63M - $1.97M
12.7K $1.69B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
837
+ 7.65%
$260.53 - $404.79 $218K - $339K
11.8K $4.5B
LNG
Cheniere Energy, Inc.

Energy
544
+ 1.4%
$181.07 - $225.92 $98.5K - $123K
39.3K $8.45B
GS
Goldman Sachs Group Inc

Financial Services
137
+ 0.82%
$486.1 - $608.57 $66.6K - $83.4K
16.8K $9.63B
EXPE
Expedia Group, Inc.

Consumer Cyclical
158
+ 0.46%
$146.47 - $191.01 $23.1K - $30.2K
34.3K $6.4B
TTWO
Take Two Interactive Software Inc

Communication Services
2.12K
+ 8.94%
$147.66 - $190.46 $312K - $403K
25.8K $4.74B
CHWY
Chewy, Inc.

Consumer Cyclical
11.5K
+ 9.86%
$26.51 - $35.87 $305K - $412K
128K $4.29B
DIS
Walt Disney CO

Communication Services
2.86K
+ 8.81%
$92.39 - $117.6 $264K - $336K
35.3K $3.93B
IVV
Ishares Core S&P 500 ETF

ETFs
631
+ 2.89%
$570.51 - $610.59 $360K - $385K
22.5K $13.2B
SUI
Sun Communities Inc

Real Estate
5.08K
New
$119.89 - $139.05 $609K - $707K
5.08K $625M
CMI
Cummins Inc

Industrials
211
+ 1.09%
$324.93 - $383.42 $68.6K - $80.9K
19.6K $6.84B
ISRG
Intuitive Surgical Inc

Healthcare
356
+ 3.02%
$471.27 - $550.62 $168K - $196K
12.1K $6.34B
PLTR
Palantir Technologies Inc.

Technology
3.42K
New
$36.46 - $82.38 $125K - $281K
3.42K $258M
INCY
Incyte Corp

Healthcare
1.51K
+ 3.15%
$65.08 - $83.38 $98.3K - $126K
49.5K $3.42B
MGK
Vanguard Mega Cap Growth ETF

ETFs
602
New
$316.94 - $357.88 $191K - $215K
602 $207M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.26K
+ 17.73%
$75.1 - $82.99 $395K - $436K
34.9K $2.64B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.39K
+ 2.24%
$61.68 - $67.87 $147K - $162K
109K $6.8B
SYK
Stryker Corp

Healthcare
292
+ 1.5%
$345.14 - $392.15 $101K - $115K
19.7K $7.11B
IWM
Ishares Russell 2000 ETF

ETFs
295
+ 0.98%
$216.13 - $242.4 $63.8K - $71.5K
30.4K $6.72B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
165
+ 6.28%
$278.19 - $315.36 $45.9K - $52K
2.79K $804M
IWR
Ishares Russell Mid Cap ETF

ETFs
550
+ 2.9%
$87.25 - $95.52 $48K - $52.5K
19.5K $1.73B
VRCA
Verrica Pharmaceuticals Inc.

Healthcare
6.5K
New
N/A
6.5K $4.55M
CVX
Chevron Corp

Energy
18
+ 0.58%
$141.15 - $162.53 $2.54K - $2.93K
3.13K $453M
TTC
Toro CO

Industrials
22
+ 0.53%
$80.1 - $88.44 $1.76K - $1.95K
4.15K $332M
EEM
Ishares Msci Emerging Markets

ETFs
4K
+ 8.3%
$41.82 - $47.36 $167K - $189K
52.2K $2.18B
ADM
Archer Daniels Midland CO

Consumer Defensive
62
+ 1.01%
$49.38 - $59.52 $3.06K - $3.69K
6.19K $313M
MSFT
Microsoft Corp

Technology
630
+ 1.57%
$406.35 - $454.46 $256K - $286K
40.9K $17.2B
RTX
Raytheon Technologies Corp

Industrials
1.44K
+ 2.68%
$114.45 - $127.21 $165K - $183K
55.3K $6.4B
WYNN
Wynn Resorts LTD

Consumer Cyclical
1.97K
+ 5.1%
$84.3 - $106.41 $166K - $209K
40.5K $3.49B
DD
Du Pont De Nemours, Inc.

Basic Materials
2.39K
+ 3.84%
$75.95 - $88.05 $181K - $210K
64.6K $4.92B
QCOM
Qualcomm Inc

Technology
347
+ 0.84%
$150.4 - $178.04 $52.2K - $61.8K
41.6K $6.39B
LEN
Lennar Corp

Consumer Cyclical
599
+ 1.23%
$136.2 - $188.96 $81.6K - $113K
49.5K $6.75B
Activity Summary
Buys All Purchases 33 New Holdings 5 Increased Positions 28 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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