Legacy Trust New Holdings in Q3 2025

Legacy Trust

  • $507 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KLAC
Kla Corp

Technology
2.22K
New
$843.9 - $1078.6 $1.87M - $2.39M
2.22K $2.39B
IBM
International Business Machines Corp

Technology
3.41K
New
$234.77 - $292.47 $800K - $997K
3.41K $962M
CAT
Caterpillar Inc

Industrials
1.87K
New
$390.92 - $477.15 $732K - $894K
1.87K $894M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
17.1K
New
$40.68 - $46.33 $694K - $791K
17.1K $775M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.05K
New
$567.77 - $614.76 $594K - $644K
1.05K $641M
MPC
Marathon Petroleum Corp

Energy
3K
New
$158.59 - $198.69 $476K - $596K
3K $578M
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
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
T
At&T Inc.

Communication Services
17.4K
New
$26.94 - $29.62 $468K - $514K
17.4K $490M
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
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
MMM
3 M CO

Industrials
2.82K
New
$144.41 - $160.2 $408K - $452K
2.82K $438M
SO
Southern CO

Utilities
4.52K
New
$90.83 - $96.0 $411K - $434K
4.52K $428M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.93K
New
$136.48 - $142.97 $400K - $419K
2.93K $410M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.27K
New
$92.18 - $95.14 $393K - $406K
4.27K $406M
AMD
Advanced Micro Devices Inc

Technology
2.48K
New
$134.8 - $184.42 $334K - $457K
2.48K $401M
CRM
Salesforce, Inc.

Technology
1.68K
New
$231.66 - $273.65 $390K - $461K
1.68K $399M
MO
Altria Group, Inc.

Consumer Defensive
5.84K
New
$57.75 - $67.68 $337K - $395K
5.84K $386M
ROL
Rollins Inc

Consumer Cyclical
6.5K
New
$55.05 - $58.74 $358K - $382K
6.5K $382M
WMT
Walmart Inc.

Consumer Defensive
3.57K
New
$94.4 - $104.27 $337K - $372K
3.57K $368M
EMR
Emerson Electric CO

Industrials
2.72K
New
$128.6 - $149.63 $349K - $406K
2.72K $356M
DUK
Duke Energy Corp

Utilities
2.82K
New
$116.31 - $125.93 $328K - $355K
2.82K $349M
GE
General Electric CO

Industrials
1.11K
New
$244.75 - $305.63 $272K - $340K
1.11K $335M
VZ
Verizon Communications Inc

Communication Services
7.49K
New
$40.84 - $45.06 $306K - $338K
7.49K $329M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.45K
New
$87.69 - $96.0 $303K - $331K
3.45K $325M
MDT
Medtronic PLC

Healthcare
3.19K
New
$87.67 - $95.74 $279K - $305K
3.19K $303M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.11K
New
$265.78 - $299.3 $294K - $331K
1.11K $302M
MU
Micron Technology Inc

Technology
1.8K
New
$104.88 - $168.89 $188K - $303K
1.8K $301M
COP
Conocophillips

Energy
3K
New
$91.0 - $98.99 $273K - $297K
3K $284M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
4.41K
New
$60.96 - $64.31 $269K - $284K
4.41K $281M
IVE
Ishares S&P 500 Value ETF

ETFs
1.32K
New
$194.44 - $206.51 $257K - $273K
1.32K $273M
NUE
Nucor Corp

Basic Materials
1.91K
New
$133.3 - $150.33 $255K - $287K
1.91K $259M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
3.88K
New
$63.98 - $69.04 $248K - $268K
3.88K $259M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
5.57K
New
$44.66 - $47.89 $249K - $267K
5.57K $258M
BKNG
Booking Holdings Inc.

Consumer Cyclical
46
New
$5364.25 - $5815.92 $247K - $268K
46 $248M
NOW
Service Now, Inc.

Technology
255
New
$850.86 - $1044.69 $217K - $266K
255 $235M
TM
Toyota Motor Corp

Consumer Cyclical
1.14K
New
$167.86 - $202.79 $191K - $231K
1.14K $218M
VUG
Vanguard Growth ETF

ETFs
427
New
$433.97 - $484.08 $185K - $207K
427 $205M
WFC
Wells Fargo & Company

Financial Services
2.34K
New
$77.05 - $85.16 $180K - $199K
2.34K $196M
F
Ford Motor CO

Consumer Cyclical
14.4K
New
$10.82 - $12.09 $155K - $174K
14.4K $172M
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
Track This Portfolio

Track Legacy Trust Portfolio

Follow Legacy Trust and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Trust, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Trust with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email