Legacy Trust Top Holdings and 13F Report (2025) About Legacy TrustInvestment ActivityLegacy Trust has $430.87 million in total holdings as of December 31, 2024.Legacy Trust owns shares of 157 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 3.07% of the portfolio was purchased this quarter.About 3.76% of the portfolio was sold this quarter.This quarter, Legacy Trust has purchased 159 new stocks and bought additional shares in 28 stocks.Legacy Trust sold shares of 91 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $21,411,411Microsoft $17,230,920SPDR S&P 500 ETF Trust $15,356,468United Rentals $13,258,265iShares Core S&P 500 ETF $13,224,909 Largest New Holdings this Quarter Illumina $1,692,558 HoldingSun Communities $624,811 HoldingPalantir Technologies Inc $258,276 HoldingVanguard Mega Cap Growth ETF $206,733 HoldingVerrica Pharmaceuticals $4,550 Holding Largest Purchases this Quarter Palo Alto Networks 33,754 shares (about $6.14M)Illumina 12,666 shares (about $1.69M)Sun Communities 5,081 shares (about $624.81K)iShares MSCI EAFE ETF 5,259 shares (about $397.63K)Take-Two Interactive Software 2,115 shares (about $389.33K) Largest Sales this Quarter Intuit 3,139 shares (about $1.97M)NIKE 13,579 shares (about $1.03M)SPDR S&P 500 ETF Trust 1,535 shares (about $899.63K)U.S. Bancorp 17,390 shares (about $831.76K)Apple 3,106 shares (about $777.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Trust Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$21,411,411$777,805 ▼-3.5%85,5025.0%Computer and TechnologyMSFTMicrosoft$17,230,920$265,545 ▲1.6%40,8804.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$15,356,468$899,633 ▼-5.5%26,2023.6%FinanceURIUnited Rentals$13,258,265$124,686 ▼-0.9%18,8213.1%ConstructionIVViShares Core S&P 500 ETF$13,224,909$371,463 ▲2.9%22,4653.1%ETFPANWPalo Alto Networks$12,462,076$6,141,878 ▲97.2%68,4882.9%Computer and TechnologyVVisa$11,764,273$168,765 ▼-1.4%37,2242.7%Business ServicesGOOGLAlphabet$10,357,171$72,881 ▼-0.7%54,7132.4%Computer and TechnologyGWWW.W. Grainger$10,066,178$60,081 ▼-0.6%9,5502.3%Industrial ProductsGSThe Goldman Sachs Group$9,625,742$78,449 ▲0.8%16,8102.2%FinanceAXPAmerican Express$9,341,465$21,666 ▼-0.2%31,4752.2%FinanceJPMJPMorgan Chase & Co.$9,081,653$4,315 ▼0.0%37,8862.1%FinanceMETAMeta Platforms$8,942,494$81,971 ▼-0.9%15,2732.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$8,924,968$142,390 ▼-1.6%45,1922.1%Computer and TechnologyCOSTCostco Wholesale$8,612,022$53,144 ▼-0.6%9,3992.0%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$8,508,651$16,246 ▼-0.2%73,8472.0%ETFCHENIERE ENERGY IN$8,449,548$116,889 ▲1.4%39,3242.0%COM NEWAMZNAmazon.com$8,251,039$23,036 ▼-0.3%37,6091.9%Retail/WholesaleSYKStryker$7,106,667$105,135 ▲1.5%19,7381.6%MedicalIWViShares Russell 3000 ETF$6,995,184$62,505 ▼-0.9%20,9281.6%ETFCMICummins$6,844,064$73,555 ▲1.1%19,6331.6%Auto/Tires/TrucksIJHiShares Core S&P Mid-Cap ETF$6,795,217$148,609 ▲2.2%109,0551.6%ETFLENLennar$6,747,724$81,686 ▲1.2%49,4811.6%ConstructionIWMiShares Russell 2000 ETF$6,717,184$65,183 ▲1.0%30,4001.6%FinanceRTXRTX$6,400,473$166,868 ▲2.7%55,3101.5%AerospaceEXPEExpedia Group$6,396,523$29,440 ▲0.5%34,3291.5%Retail/WholesaleQCOMQUALCOMM$6,392,282$53,306 ▲0.8%41,6111.5%Computer and TechnologyISRGIntuitive Surgical$6,337,638$185,818 ▲3.0%12,1421.5%MedicalJNJJohnson & Johnson$5,918,140$265,956 ▼-4.3%40,9221.4%MedicalDDDuPont de Nemours$4,924,988$182,009 ▲3.8%64,5901.1%Basic MaterialsIWFiShares Russell 1000 Growth ETF$4,918,953$249,783 ▼-4.8%12,2491.1%ETFTTWOTake-Two Interactive Software$4,744,110$389,329 ▲8.9%25,7721.1%Consumer DiscretionaryPYPLPayPal$4,662,841$45,662 ▼-1.0%54,6321.1%Computer and TechnologyLULULululemon Athletica$4,503,643$320,077 ▲7.7%11,7771.0%Consumer DiscretionaryCHWYChewy$4,287,490$384,968 ▲9.9%128,0231.0%Retail/WholesaleDISWalt Disney$3,928,985$318,238 ▲8.8%35,2850.9%Consumer DiscretionaryALLYAlly Financial$3,878,997$21,426 ▼-0.5%107,7200.9%FinanceNVDANVIDIA$3,802,153$415,225 ▼-9.8%28,3130.9%Computer and TechnologyALBAlbemarle$3,495,192$67,315 ▼-1.9%40,6040.8%Basic MaterialsWYNNWynn Resorts$3,486,378$169,304 ▲5.1%40,4640.8%Consumer DiscretionaryINCYIncyte$3,415,581$104,365 ▲3.2%49,4510.8%MedicalORCLOracle$3,286,307$35,828 ▼-1.1%19,7210.8%Computer and TechnologyEOGEOG Resources$3,271,292$153,960 ▼-4.5%26,6870.8%Oils/EnergyHDHome Depot$3,260,903$50,569 ▼-1.5%8,3830.8%Retail/WholesaleALGNAlign Technology$3,125,773$354,467 ▼-10.2%14,9910.7%MedicalUSBU.S. Bancorp$3,034,670$831,764 ▼-21.5%63,4470.7%FinanceIEFAiShares Core MSCI EAFE ETF$2,781,6820.0%39,5800.6%ETFEFAiShares MSCI EAFE ETF$2,640,906$397,633 ▲17.7%34,9280.6%FinanceNKENIKE$2,518,373$1,027,523 ▼-29.0%33,2810.6%Consumer DiscretionaryGNTXGentex$2,401,340$563,941 ▼-19.0%83,5830.6%Auto/Tires/TrucksROPRoper Technologies$2,248,871$7,798 ▼-0.3%4,3260.5%Computer and TechnologyZTSZoetis$2,235,563$29,490 ▼-1.3%13,7210.5%MedicalUBERUber Technologies$2,219,293$571,230 ▼-20.5%36,7920.5%Computer and TechnologySBACSBA Communications$2,206,950$461,607 ▼-17.3%10,8290.5%FinanceEEMiShares MSCI Emerging Markets ETF$2,181,708$167,155 ▲8.3%52,1690.5%FinanceTJXTJX Companies$2,129,035$301,783 ▼-12.4%17,6230.5%Retail/WholesaleECLEcolab$1,946,496$29,993 ▼-1.5%8,3070.5%Basic MaterialsADBEAdobe$1,917,905$12,896 ▼-0.7%4,3130.4%Computer and TechnologyELVElevance Health$1,911,640$18,076 ▼-0.9%5,1820.4%MedicalGOOGAlphabet$1,851,839$69,511 ▼-3.6%9,7240.4%Computer and TechnologyTMOThermo Fisher Scientific$1,795,314$42,659 ▼-2.3%3,4510.4%MedicalBRK.BBerkshire Hathaway$1,760,993$136,437 ▼-7.2%3,8850.4%FinanceIWRiShares Russell Mid-Cap ETF$1,727,336$48,620 ▲2.9%19,5400.4%ETFILMNIllumina$1,692,558$1,692,558 ▲New Holding12,6660.4%MedicalPEPPepsiCo$1,509,804$94,429 ▼-5.9%9,9290.4%Consumer StaplesFIFiserv$1,427,874$11,298 ▼-0.8%6,9510.3%Business ServicesSBUXStarbucks$1,298,123$50,918 ▼-3.8%14,2260.3%Retail/WholesaleIWBiShares Russell 1000 ETF$1,177,495$122,421 ▼-9.4%3,6550.3%ETFEWEdwards Lifesciences$1,117,705$222 ▼0.0%15,0980.3%MedicalINTUIntuit$1,053,995$1,972,862 ▼-65.2%1,6770.2%Computer and TechnologyNEENextEra Energy$1,037,713$13,406 ▼-1.3%14,4750.2%UtilitiesDVYiShares Select Dividend ETF$975,353$32,822 ▼-3.3%7,4290.2%ETFAMPAmeriprise Financial$932,8170.0%1,7520.2%FinanceVEAVanguard FTSE Developed Markets ETF$913,1710.0%19,0960.2%ETFVLOValero Energy$908,392$7,846 ▼-0.9%7,4100.2%Oils/EnergyLLYEli Lilly and Company$878,536$169,068 ▼-16.1%1,1380.2%MedicalIWDiShares Russell 1000 Value ETF$869,1850.0%4,6950.2%ETFXOMExxon Mobil$845,930$34,853 ▼-4.0%7,8640.2%Oils/EnergySUSAiShares MSCI USA ESG Select ETF$825,8390.0%6,7920.2%ETFIWOiShares Russell 2000 Growth ETF$803,881$47,490 ▲6.3%2,7930.2%ETFAPHAmphenol$802,773$8,959 ▼-1.1%11,5590.2%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$800,714$89,886 ▼-10.1%5,9150.2%ETFUNPUnion Pacific$800,648$25,084 ▼-3.0%3,5110.2%TransportationPGProcter & Gamble$789,799$13,915 ▼-1.7%4,7110.2%Consumer StaplesVTIVanguard Total Stock Market ETF$762,200$4,347 ▼-0.6%2,6300.2%ETFAMTAmerican Tower$753,081$28,795 ▼-3.7%4,1060.2%FinanceFDXFedEx$751,432$14,066 ▼-1.8%2,6710.2%TransportationMAMastercard$750,362$116,899 ▼-13.5%1,4250.2%Business ServicesAMGNAmgen$724,319$25,543 ▼-3.4%2,7790.2%MedicalACNAccenture$685,639$15,831 ▼-2.3%1,9490.2%Computer and TechnologyACIOAptus Collared Investment Opportunity ETF$667,9840.0%16,6000.2%ETFICEIntercontinental Exchange$657,283$5,960 ▼-0.9%4,4110.2%FinanceFITBFifth Third Bancorp$651,873$4,820 ▼-0.7%15,4180.2%FinanceCLColgate-Palmolive$628,461$818 ▼-0.1%6,9130.1%Consumer StaplesSUISun Communities$624,811$624,811 ▲New Holding5,0810.1%FinanceVIGVanguard Dividend Appreciation ETF$623,5230.0%3,1840.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$621,412$2,848 ▼-0.5%1,0910.1%ETFPTLCPacer Trendpilot US Large Cap ETF$582,6560.0%10,9030.1%ETFHONHoneywell International$569,017$1,129 ▼-0.2%2,5190.1%Multi-Sector ConglomeratesIWNiShares Russell 2000 Value ETF$563,760$77,981 ▼-12.2%3,4340.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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