Legacy Trust Top Holdings and 13F Report (2025) About Legacy TrustInvestment ActivityLegacy Trust has $414.86 million in total holdings as of March 31, 2025.Legacy Trust owns shares of 159 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 1.99% of the portfolio was purchased this quarter.About 0.84% of the portfolio was sold this quarter.This quarter, Legacy Trust has purchased 157 new stocks and bought additional shares in 61 stocks.Legacy Trust sold shares of 59 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $18,899,487Microsoft $15,365,839SPDR S&P 500 ETF Trust $14,685,106iShares Core S&P 500 ETF $13,692,020Visa $12,979,987 Largest New Holdings this Quarter 09290D101 - BLACKROCK INC $738,254 Holding922908751 - Vanguard Small-Cap ETF $251,908 Holding46436E379 - iShares iBonds 2029 Term High Yield and Income ETF $234,267 Holding375558103 - Gilead Sciences $215,472 Holding743315103 - Progressive $207,446 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 1,902 shares (about $1.07M)BLACKROCK INC 780 shares (about $738.25K)Lennar 4,792 shares (about $550.03K)iShares Core Dividend Growth ETF 6,500 shares (about $401.58K)EOG Resources 2,375 shares (about $304.57K) Largest Sales this Quarter Gentex 23,088 shares (about $537.95K)First Trust Value Line Dividend Index Fund 2,830 shares (about $126.19K)TJX Companies 924 shares (about $112.54K)iShares Russell 1000 ETF 350 shares (about $107.36K)Apple 419 shares (about $93.07K) 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$18,899,487$93,072 ▼-0.5%85,0834.6%Computer and TechnologyMSFTMicrosoft$15,365,839$19,896 ▲0.1%40,9333.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$14,685,106$27,969 ▲0.2%26,2523.5%FinanceIVViShares Core S&P 500 ETF$13,692,020$1,068,750 ▲8.5%24,3673.3%ETFVVisa$12,979,987$65,536 ▼-0.5%37,0373.1%Business ServicesURIUnited Rentals$11,756,892$38,229 ▼-0.3%18,7602.8%ConstructionPANWPalo Alto Networks$11,682,014$4,778 ▼0.0%68,4602.8%Computer and TechnologyGWWW.W. Grainger$9,432,789$988 ▼0.0%9,5492.3%IndustrialsJPMJPMorgan Chase & Co.$9,288,530$4,906 ▼-0.1%37,8662.2%FinanceGSThe Goldman Sachs Group$9,158,552$24,583 ▼-0.3%16,7652.2%FinanceCHENIERE ENERGY INC$9,061,393$38,181 ▼-0.4%39,1592.2%COM NEWCOSTCostco Wholesale$8,809,941$79,446 ▼-0.9%9,3152.1%Retail/WholesaleMETAMeta Platforms$8,753,179$49,567 ▼-0.6%15,1872.1%Computer and TechnologyGOOGLAlphabet$8,446,901$13,918 ▼-0.2%54,6232.0%Computer and TechnologyAXPAmerican Express$8,390,593$77,755 ▼-0.9%31,1862.0%FinanceIJRiShares Core S&P Small-Cap ETF$7,735,879$13,699 ▲0.2%73,9781.9%ETFTSMTaiwan Semiconductor Manufacturing$7,453,732$48,140 ▼-0.6%44,9021.8%Computer and TechnologySYKStryker$7,386,557$39,086 ▲0.5%19,8431.8%MedicalRTXRTX$7,342,125$15,763 ▲0.2%55,4291.8%AerospaceAMZNAmazon.com$7,312,263$156,774 ▲2.2%38,4331.8%Retail/WholesaleJNJJohnson & Johnson$6,981,035$194,530 ▲2.9%42,0951.7%MedicalIWViShares Russell 3000 ETF$6,636,770$10,800 ▼-0.2%20,8941.6%ETFQCOMQUALCOMM$6,504,769$112,903 ▲1.8%42,3461.6%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$6,348,422$14,938 ▼-0.2%108,7991.5%ETFLENLennar$6,229,455$550,026 ▲9.7%54,2731.5%ConstructionIWMiShares Russell 2000 ETF$6,221,694$157,198 ▲2.6%31,1881.5%FinanceCMICummins$6,205,485$51,718 ▲0.8%19,7981.5%Auto/Tires/TrucksISRGIntuitive Surgical$5,942,745$70,824 ▼-1.2%11,9991.4%MedicalEXPEExpedia Group$5,763,645$7,060 ▼-0.1%34,2871.4%Retail/WholesaleTTWOTake-Two Interactive Software$5,363,423$22,176 ▲0.4%25,8791.3%Consumer DiscretionaryDDDuPont de Nemours$4,925,893$102,312 ▲2.1%65,9601.2%Basic MaterialsIWFiShares Russell 1000 Growth ETF$4,420,464$2,528 ▼-0.1%12,2421.1%ETFCHWYChewy$4,190,019$27,991 ▲0.7%128,8841.0%Retail/WholesaleALLYAlly Financial$4,024,866$96,317 ▲2.5%110,3611.0%FinanceEOGEOG Resources$3,726,911$304,570 ▲8.9%29,0620.9%EnergyPYPLPayPal$3,577,919$13,181 ▲0.4%54,8340.9%Computer and TechnologyDISWalt Disney$3,517,865$35,236 ▲1.0%35,6420.8%Consumer DiscretionaryWYNNWynn Resorts$3,441,787$63,043 ▲1.9%41,2190.8%Consumer DiscretionaryLULULululemon Athletica$3,363,036$29,438 ▲0.9%11,8810.8%Consumer DiscretionaryNVDANVIDIA$3,077,884$9,321 ▲0.3%28,3990.7%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$3,070,255$76,028 ▲2.5%40,5850.7%ETFINCYIncyte$3,041,487$47,229 ▲1.6%50,2310.7%MedicalHDHome Depot$3,035,637$36,649 ▼-1.2%8,2830.7%Retail/WholesaleALBAlbemarle$3,023,112$98,811 ▲3.4%41,9760.7%Basic MaterialsEFAiShares MSCI EAFE ETF$2,964,265$109,600 ▲3.8%36,2690.7%FinanceUBERUber Technologies$2,946,604$265,939 ▲9.9%40,4420.7%Computer and TechnologyORCLOracle$2,762,226$5,033 ▲0.2%19,7570.7%Computer and TechnologyUSBU.S. Bancorp$2,744,596$65,863 ▲2.5%65,0070.7%FinanceSBACSBA Communications$2,656,401$273,912 ▲11.5%12,0740.6%FinanceROPRoper Technologies$2,550,5230.0%4,3260.6%Computer and TechnologyALGNAlign Technology$2,374,004$7,466 ▼-0.3%14,9440.6%MedicalELVElevance Health$2,260,487$6,524 ▲0.3%5,1970.5%MedicalNKENIKE$2,251,636$138,958 ▲6.6%35,4700.5%Consumer DiscretionaryEEMiShares MSCI Emerging Markets ETF$2,231,235$48,551 ▼-2.1%51,0580.5%FinanceZTSZoetis$2,230,514$28,649 ▼-1.3%13,5470.5%MedicalBRK.BBerkshire Hathaway$2,117,006$47,932 ▲2.3%3,9750.5%FinanceECLEcolab$2,080,639$25,352 ▼-1.2%8,2070.5%Basic MaterialsTJXTJX Companies$2,033,938$112,543 ▼-5.2%16,6990.5%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$1,817,521$155,253 ▲9.3%21,3650.4%ETFTMOThermo Fisher Scientific$1,692,338$24,880 ▼-1.4%3,4010.4%MedicalADBEAdobe$1,643,043$11,122 ▼-0.7%4,2840.4%Computer and TechnologyGOOGAlphabet$1,560,269$41,088 ▲2.7%9,9870.4%Computer and TechnologyFIFiserv$1,522,844$12,146 ▼-0.8%6,8960.4%Business ServicesPEPPepsiCo$1,462,365$26,389 ▼-1.8%9,7530.4%Consumer StaplesGNTXGentex$1,409,534$537,951 ▼-27.6%60,4950.3%Auto/Tires/TrucksSBUXStarbucks$1,355,702$39,726 ▼-2.8%13,8210.3%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$1,152,519$181,870 ▲18.7%22,6740.3%ETFEWEdwards Lifesciences$1,087,635$6,668 ▼-0.6%15,0060.3%MedicalILMNIllumina$1,055,063$50,143 ▲5.0%13,2980.3%MedicalXOMExxon Mobil$1,053,839$118,573 ▲12.7%8,8610.3%EnergyDVYiShares Select Dividend ETF$1,052,162$54,522 ▲5.5%7,8350.3%ETFINTUIntuit$1,051,765$22,104 ▲2.1%1,7130.3%Computer and TechnologyIWBiShares Russell 1000 ETF$1,013,776$107,359 ▼-9.6%3,3050.2%ETFNEENextEra Energy$1,012,593$13,540 ▼-1.3%14,2840.2%UtilitiesVLOValero Energy$978,771$132 ▲0.0%7,4110.2%EnergyLLYEli Lilly and Company$955,578$15,692 ▲1.7%1,1570.2%MedicalVIGVanguard Dividend Appreciation ETF$904,187$286,523 ▲46.4%4,6610.2%ETFAMTAmerican Tower$893,683$218 ▲0.0%4,1070.2%FinanceIWDiShares Russell 1000 Value ETF$883,4110.0%4,6950.2%ETFAMPAmeriprise Financial$869,462$21,301 ▲2.5%1,7960.2%FinanceAMGNAmgen$865,7970.0%2,7790.2%MedicalUNPUnion Pacific$829,4390.0%3,5110.2%TransportationPGProcter & Gamble$820,913$18,065 ▲2.3%4,8170.2%Consumer StaplesACIOAptus Collared Investment Opportunity ETF$788,464$146,210 ▲22.8%20,3790.2%ETFSUSAiShares MSCI USA ESG Select ETF$780,1970.0%6,7920.2%ETFVTIVanguard Total Stock Market ETF$765,979$43,150 ▲6.0%2,7870.2%ETFAPHAmphenol$764,845$6,690 ▲0.9%11,6610.2%Computer and TechnologyICEIntercontinental Exchange$748,823$12,075 ▼-1.6%4,3410.2%FinanceIWOiShares Russell 2000 Growth ETF$746,914$33,219 ▲4.7%2,9230.2%ETFBLACKROCK INC$738,254$738,254 ▲New Holding7800.2%NoneMAMastercard$737,221$43,850 ▼-5.6%1,3450.2%Business ServicesDGROiShares Core Dividend Growth ETF$734,712$401,583 ▲120.5%11,8920.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$734,550$1,868 ▼-0.3%5,9000.2%ETFFITBFifth Third Bancorp$653,386$49,000 ▲8.1%16,6680.2%FinanceCLColgate-Palmolive$647,7480.0%6,9130.2%Consumer StaplesFDXFedEx$617,007$34,129 ▼-5.2%2,5310.1%TransportationACNAccenture$605,046$3,120 ▼-0.5%1,9390.1%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$582,0270.0%1,0910.1%ETFPTLCPacer Trendpilot US Large Cap ETF$560,9590.0%10,9030.1%ETFIWNiShares Russell 2000 Value ETF$553,493$35,027 ▲6.8%3,6660.1%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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