Legacy Trust Portfolio Holdings
Legacy Trust
- $402 Billion
- Q2 2024
Legacy Trust has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $402 Billion distributed in 143 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.1B, Microsoft Corp with a value of $18.5B, Spdr S&P 500 ETF Trust with a value of $15.3B, United Rentals, Inc. with a value of $12.5B, and Palo Alto Networks Inc with a value of $11.9B.
Examining the 13F form we can see an increase of $1.08B in the current position value, from $401B to 402B.
Legacy Trust is based out at Grand Rapids, MI
Below you can find more details about Legacy Trust portfolio as well as his latest detailed transactions.
Portfolio value
$402 Billion
Technology: $84.6 Billion
ETFs: $82.7 Billion
Financial Services: $49 Billion
Consumer Cyclical: $45.4 Billion
Industrials: $38.4 Billion
Healthcare: $37.4 Billion
Communication Services: $26.6 Billion
Consumer Defensive: $11.9 Billion
Other: $24.2 Billion
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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