Legacy Trust Incresed Positions 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
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
HD
Home Depot, Inc.

Consumer Cyclical
3.35K
+ 40.4%
$357.4 - $423.42 $1.2M - $1.42M
11.6K $4.72B
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
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
VO
Vanguard Mid Cap ETF

ETFs
2.95K
+ 157.64%
$279.83 - $293.74 $826K - $867K
4.82K $1.42B
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
USB
Us Bancorp \De\

Financial Services
9.14K
+ 16.25%
$43.94 - $50.41 $402K - $461K
65.4K $3.16B
AVGO
Broadcom Inc.

Technology
1.36K
+ 61.35%
$264.74 - $369.57 $361K - $503K
3.58K $1.18B
KO
Coca Cola CO

Consumer Defensive
8.25K
+ 222.46%
$65.67 - $71.67 $542K - $591K
12K $793M
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
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
IEFA
Ishares Tr

ETFs
5.11K
+ 211.64%
$81.7 - $87.53 $418K - $447K
7.53K $657M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.36K
+ 1.25%
$62.09 - $66.51 $84.3K - $90.3K
110K $7.2B
SYK
Stryker Corp

Healthcare
2.45K
+ 13.06%
$368.57 - $403.53 $902K - $988K
21.2K $7.84B
PLTR
Palantir Technologies Inc.

Technology
1.51K
+ 49.52%
$130.68 - $186.97 $197K - $282K
4.56K $831M
INTC
Intel Corp

Technology
7.06K
+ 47.49%
$19.31 - $35.5 $136K - $250K
21.9K $735M
ACN
Accenture PLC

Technology
1.85K
+ 113.65%
$232.56 - $304.78 $430K - $563K
3.47K $857M
PFE
Pfizer Inc

Healthcare
10.5K
+ 91.3%
$23.29 - $25.88 $244K - $271K
21.9K $559M
NEE
Nextera Energy Inc

Utilities
2.49K
+ 17.35%
$69.77 - $77.54 $174K - $193K
16.9K $1.27B
IWF
Ishares Russell 1000 Gr ETF

ETFs
118
+ 2.5%
$420.11 - $472.68 $49.6K - $55.8K
4.83K $2.26B
PEP
Pepsico Inc

Consumer Defensive
1.26K
+ 13.01%
$133.81 - $152.16 $169K - $192K
11K $1.54B
UNP
Union Pacific Corp

Industrials
1K
+ 31.52%
$214.91 - $237.16 $215K - $237K
4.17K $986M
SBUX
Starbucks Corp

Consumer Cyclical
3.92K
+ 28.36%
$81.9 - $96.86 $321K - $380K
17.7K $1.5B
DE
Deere & CO

Industrials
525
+ 127.43%
$457.26 - $524.37 $240K - $275K
937 $428M
EEM
Ishares Msci Emerging Markets

ETFs
22
+ 0.05%
$48.07 - $53.4 $1.06K - $1.17K
40.2K $2.14B
GD
General Dynamics Corp

Industrials
468
+ 49.63%
$293.92 - $341.0 $138K - $160K
1.41K $481M
FDX
Fedex Corp

Industrials
750
+ 32.82%
$217.1 - $243.2 $163K - $182K
3.04K $716M
IWR
Ishares Russell Mid Cap ETF

ETFs
725
+ 3.32%
$92.26 - $97.51 $66.9K - $70.7K
22.5K $2.18B
ADBE
Adobe Inc.

Technology
825
+ 19.55%
$333.65 - $392.1 $275K - $323K
5.05K $1.78B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.68K
+ 36.7%
$76.16 - $78.59 $128K - $132K
6.26K $489M
QUAL
Ishares Msci Usa Quality Facto

ETFs
443
+ 10.88%
$182.33 - $194.5 $80.8K - $86.2K
4.52K $878M
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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