Legacy Trust Sells in Q4 2024

Legacy Trust

  • $431 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ICE
Intercontinental Exchange, Inc.

Financial Services
-40
- 0.9%
$148.29 - $166.93 $5.93K - $6.68K
4.41K $657M
INTC
Intel Corp

Technology
-293
- 1.94%
$19.07 - $26.23 $5.59K - $7.69K
14.8K $296M
FVD
First Tr Value Line Divid Inde

ETFs
-495
- 3.78%
$43.4 - $46.7 $21.5K - $23.1K
12.6K $550M
PG
Procter & Gamble CO

Consumer Defensive
-83
- 1.73%
$161.05 - $179.7 $13.4K - $14.9K
4.71K $790M
ITW
Illinois Tool Works Inc

Industrials
-85
- 6.44%
$253.56 - $278.5 $21.6K - $23.7K
1.23K $313M
TRV
Travelers Companies, Inc.

Financial Services
-143
- 11.98%
$225.97 - $266.66 $32.3K - $38.1K
1.05K $253M
ACN
Accenture PLC

Technology
-45
- 2.26%
$343.9 - $376.86 $15.5K - $17K
1.95K $686M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-50
- 1.16%
$88.59 - $94.57 $4.43K - $4.73K
4.27K $379M
ABT
Abbott Laboratories

Healthcare
-105
- 5.58%
$111.93 - $119.39 $11.8K - $12.5K
1.78K $201M
FITB
Fifth Third Bancorp

Financial Services
-114
- 0.73%
$41.76 - $48.44 $4.76K - $5.52K
15.4K $652M
PM
Philip Morris International Inc.

Consumer Defensive
-70
- 3.51%
$118.38 - $133.06 $8.29K - $9.31K
1.93K $232M
GLD
Spdr Gold Trust

ETFs
-15
- 0.87%
$236.59 - $257.5 $3.55K - $3.86K
1.7K $412M
JBHT
Hunt J B Transport Services Inc

Industrials
-10
- 0.8%
$164.22 - $197.19 $1.64K - $1.97K
1.23K $210M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-5
- 0.46%
$563.99 - $620.12 $2.82K - $3.1K
1.09K $621M
FAST
Fastenal CO

Industrials
-45
- 1.0%
$69.99 - $84.35 $3.15K - $3.8K
4.44K $319M
FDX
Fedex Corp

Industrials
-50
- 1.84%
$260.5 - $305.15 $13K - $15.3K
2.67K $751M
VTI
Vanguard Total Stock Market Et

ETFs
-15
- 0.57%
$280.04 - $302.45 $4.2K - $4.54K
2.63K $762M
HBAN
Huntington Bancshares Inc

Financial Services
-95
- 0.92%
$14.18 - $18.2 $1.35K - $1.73K
10.2K $166M
ALLY
Ally Financial Inc.

Financial Services
-595
- 0.55%
$34.12 - $39.98 $20.3K - $23.8K
108K $3.88B
APH
Amphenol Corp

Technology
-129
- 1.1%
$62.07 - $75.35 $8.01K - $9.72K
11.6K $803M
FTNT
Fortinet, Inc.

Technology
-81
- 2.71%
$76.49 - $99.21 $6.2K - $8.04K
2.9K $274M
AVGO
Broadcom Inc.

Technology
-229
- 13.94%
$159.67 - $250.0 $36.6K - $57.3K
1.41K $328M
HON
Honeywell International Inc

Industrials
-5
- 0.2%
$202.84 - $236.0 $1.01K - $1.18K
2.52K $569M
TSLA
Tesla, Inc.

Consumer Cyclical
-97
- 11.51%
$213.65 - $479.86 $20.7K - $46.5K
746 $301M
GWW
W.W. Grainger, Inc.

Industrials
-57
- 0.59%
$1023.06 - $1220.93 $58.3K - $69.6K
9.55K $10.1B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-622
- 4.83%
$370.24 - $418.94 $230K - $261K
12.2K $4.92B
IWV
Ishares Russell 3000 ETF

ETFs
-187
- 0.89%
$323.08 - $349.08 $60.4K - $65.3K
20.9K $7B
META
Meta Platforms, Inc.

Communication Services
-140
- 0.91%
$554.08 - $632.68 $77.6K - $88.6K
15.3K $8.94B
EW
Edwards Lifesciences Corp

Healthcare
-3
- 0.02%
$64.54 - $75.92 $194 - $228
15.1K $1.12B
GOOG
Alphabet Inc.

Communication Services
-365
- 3.62%
$163.08 - $198.16 $59.5K - $72.3K
9.72K $1.85B
FISV
Fiserv Inc

Technology
-55
- 0.79%
N/A
6.95K $1.43B
COST
Costco Wholesale Corp

Consumer Defensive
-58
- 0.61%
$873.59 - $994.69 $50.7K - $57.7K
9.4K $8.61B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-535
- 0.97%
$77.25 - $91.3 $41.3K - $48.8K
54.6K $4.66B
AAPL
Apple Inc.

Technology
-3.11K
- 3.51%
$221.69 - $259.02 $689K - $805K
85.5K $21.4B
AXP
American Express CO

Financial Services
-73
- 0.23%
$267.35 - $305.57 $19.5K - $22.3K
31.5K $9.34B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-721
- 1.57%
$172.07 - $207.36 $124K - $150K
45.2K $8.92B
JPM
Jpmorgan Chase & CO

Financial Services
-18
- 0.05%
$205.18 - $250.29 $3.69K - $4.51K
37.9K $9.08B
GOOGL
Alphabet Inc.

Communication Services
-385
- 0.7%
$161.86 - $196.66 $62.3K - $75.7K
54.7K $10.4B
AMZN
Amazon Com Inc

Consumer Cyclical
-105
- 0.28%
$180.88 - $232.93 $19K - $24.5K
37.6K $8.25B
V
Visa Inc.

Financial Services
-534
- 1.41%
$273.87 - $320.91 $146K - $171K
37.2K $11.8B
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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