Legacy Trust Reduced Holdings in Q2 2025

Legacy Trust

  • $408 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.49K
- 9.61%
$72.96 - $90.39 $254K - $315K
32.8K $2.93B
INTC
Intel Corp

Technology
-1.14K
- 7.12%
$18.13 - $22.69 $20.6K - $25.8K
14.9K $333M
VB
Vanguard Small Cap ETF

ETFs
-160
- 14.08%
$193.73 - $237.37 $31K - $38K
976 $231M
TRV
Travelers Companies, Inc.

Financial Services
-88
- 8.37%
$233.83 - $276.34 $20.6K - $24.3K
963 $258M
ISRG
Intuitive Surgical Inc

Healthcare
-1.09K
- 9.06%
$451.58 - $565.94 $491K - $615K
10.9K $5.93B
PFE
Pfizer Inc

Healthcare
-14
- 0.12%
$21.59 - $24.84 $302 - $348
11.5K $278M
KO
Coca Cola CO

Consumer Defensive
-124
- 3.24%
$68.37 - $73.9 $8.48K - $9.16K
3.71K $262M
UFPI
Ufp Industries Inc

Basic Materials
-45
- 5.08%
$94.93 - $109.1 $4.27K - $4.91K
840 $83.5M
TTC
Toro CO

Industrials
-49
- 1.33%
$63.51 - $77.8 $3.11K - $3.81K
3.62K $256M
ADBE
Adobe Inc.

Technology
-64
- 1.49%
$340.0 - $420.68 $21.8K - $26.9K
4.22K $1.63B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-65
- 1.4%
$75.05 - $77.34 $4.88K - $5.03K
4.58K $354M
VIG
Vanguard Dividend Appreciation

ETFs
-214
- 4.59%
N/A
4.45K $910M
FTNT
Fortinet, Inc.

Technology
-192
- 6.66%
$84.71 - $108.69 $16.3K - $20.9K
2.69K $285M
HBAN
Huntington Bancshares Inc

Financial Services
-34
- 0.33%
$12.49 - $16.76 $425 - $570
10.2K $170M
FITB
Fifth Third Bancorp

Financial Services
-29
- 0.17%
$33.32 - $41.51 $966 - $1.2K
16.6K $684M
SYK
Stryker Corp

Healthcare
-1.09K
- 5.5%
$337.37 - $395.63 $368K - $432K
18.8K $7.42B
TSLA
Tesla, Inc.

Consumer Cyclical
-26
- 3.69%
$221.86 - $362.89 $5.77K - $9.44K
678 $215M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-95
- 1.61%
$108.87 - $133.04 $10.3K - $12.6K
5.81K $772M
PM
Philip Morris International Inc.

Consumer Defensive
-5
- 0.26%
$149.23 - $184.95 $746 - $925
1.92K $350M
GWRE
Guidewire Software, Inc.

Technology
-53
- 4.06%
$172.73 - $257.37 $9.15K - $13.6K
1.25K $295M
VEA
Vanguard Ftse Developed Market

ETFs
-1.36K
- 5.99%
$45.65 - $57.01 $62K - $77.5K
21.3K $1.22B
VTI
Vanguard Total Stock Market Et

ETFs
-6
- 0.22%
$243.75 - $303.93 $1.46K - $1.82K
2.78K $845M
EW
Edwards Lifesciences Corp

Healthcare
-22
- 0.15%
$67.07 - $78.22 $1.48K - $1.72K
15K $1.17B
AMP
Ameriprise Financial Inc

Financial Services
-3
- 0.17%
$422.19 - $533.73 $1.27K - $1.6K
1.79K $957M
ECL
Ecolab Inc.

Basic Materials
-55
- 0.67%
$225.65 - $270.95 $12.4K - $14.9K
8.15K $2.2B
IDXX
Idexx Laboratories Inc

Healthcare
-5
- 0.41%
$361.04 - $536.34 $1.81K - $2.68K
1.2K $644M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-4.43K
- 8.08%
$57.41 - $74.81 $254K - $332K
50.4K $3.75B
GOOG
Alphabet Inc.

Communication Services
-199
- 1.99%
$146.58 - $180.01 $29.2K - $35.8K
9.79K $1.74B
AVGO
Broadcom Inc.

Technology
-24
- 1.07%
$146.29 - $275.65 $3.51K - $6.62K
2.22K $612M
RTX
Raytheon Technologies Corp

Industrials
-3.01K
- 5.43%
$113.75 - $148.48 $342K - $447K
52.4K $7.65B
GWW
W.W. Grainger, Inc.

Industrials
-168
- 1.76%
$919.93 - $1101.66 $155K - $185K
9.38K $9.76B
APH
Amphenol Corp

Technology
-40
- 0.34%
$59.09 - $98.75 $2.36K - $3.95K
11.6K $1.15B
GOOGL
Alphabet Inc.

Communication Services
-4.36K
- 7.97%
$144.7 - $178.6 $630K - $778K
50.3K $8.86B
IWV
Ishares Russell 3000 ETF

ETFs
-705
- 3.37%
$281.67 - $351.0 $199K - $247K
20.2K $7.09B
AMZN
Amazon Com Inc

Consumer Cyclical
-3.02K
- 7.85%
$167.32 - $223.3 $505K - $674K
35.4K $7.77B
TTWO
Take Two Interactive Software Inc

Communication Services
-1.58K
- 6.09%
$194.58 - $243.05 $306K - $383K
24.3K $5.9B
CHWY
Chewy, Inc.

Consumer Cyclical
-16.7K
- 12.97%
$31.21 - $48.21 $522K - $806K
112K $4.78B
UBER
Uber Technologies, Inc

Technology
-1.65K
- 4.07%
$64.62 - $93.3 $106K - $154K
38.8K $3.62B
AXP
American Express CO

Financial Services
-2.37K
- 7.61%
$231.39 - $318.98 $549K - $757K
28.8K $9.19B
NVDA
Nvidia Corp

Technology
-1.52K
- 5.37%
$94.31 - $157.99 $144K - $241K
26.9K $4.25B
JPM
Jpmorgan Chase & CO

Financial Services
-1.67K
- 4.41%
$210.28 - $289.91 $351K - $484K
36.2K $10.5B
ORCL
Oracle Corp

Technology
-1.36K
- 6.9%
$122.82 - $218.63 $167K - $298K
18.4K $4.02B
URI
United Rentals, Inc.

Industrials
-1.29K
- 6.88%
$551.94 - $753.4 $713K - $973K
17.5K $13.2B
META
Meta Platforms, Inc.

Communication Services
-1.16K
- 7.62%
$484.66 - $738.09 $561K - $854K
14K $10.4B
PANW
Palo Alto Networks Inc

Technology
-2.51K
- 3.66%
$152.44 - $204.64 $382K - $513K
66K $13.5B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3.67K
- 8.17%
$141.37 - $228.57 $519K - $838K
41.2K $9.34B
GS
Goldman Sachs Group Inc

Financial Services
-922
- 5.5%
$462.22 - $707.75 $426K - $653K
15.8K $11.2B
MSFT
Microsoft Corp

Technology
-3.48K
- 8.5%
$354.56 - $497.45 $1.23M - $1.73M
37.5K $18.6B
Activity Summary
Buys All Purchases 25 New Holdings 4 Increased Positions 21 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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