Legacy Trust Purchases in Q3 2025

Legacy Trust

  • $507 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
4.52K
New
$90.83 - $96.0 $411K - $434K
4.52K $428M
SYK
Stryker Corp

Healthcare
2.45K
+ 13.06%
$368.57 - $403.53 $902K - $988K
21.2K $7.84B
PLTR
Palantir Technologies Inc.

Technology
1.51K
+ 49.52%
$130.68 - $186.97 $197K - $282K
4.56K $831M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.93K
New
$136.48 - $142.97 $400K - $419K
2.93K $410M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.27K
New
$92.18 - $95.14 $393K - $406K
4.27K $406M
INTC
Intel Corp

Technology
7.06K
+ 47.49%
$19.31 - $35.5 $136K - $250K
21.9K $735M
AMD
Advanced Micro Devices Inc

Technology
2.48K
New
$134.8 - $184.42 $334K - $457K
2.48K $401M
CRM
Salesforce, Inc.

Technology
1.68K
New
$231.66 - $273.65 $390K - $461K
1.68K $399M
MO
Altria Group, Inc.

Consumer Defensive
5.84K
New
$57.75 - $67.68 $337K - $395K
5.84K $386M
ROL
Rollins Inc

Consumer Cyclical
6.5K
New
$55.05 - $58.74 $358K - $382K
6.5K $382M
WMT
Walmart Inc.

Consumer Defensive
3.57K
New
$94.4 - $104.27 $337K - $372K
3.57K $368M
EMR
Emerson Electric CO

Industrials
2.72K
New
$128.6 - $149.63 $349K - $406K
2.72K $356M
DUK
Duke Energy Corp

Utilities
2.82K
New
$116.31 - $125.93 $328K - $355K
2.82K $349M
GE
General Electric CO

Industrials
1.11K
New
$244.75 - $305.63 $272K - $340K
1.11K $335M
VZ
Verizon Communications Inc

Communication Services
7.49K
New
$40.84 - $45.06 $306K - $338K
7.49K $329M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.45K
New
$87.69 - $96.0 $303K - $331K
3.45K $325M
MDT
Medtronic PLC

Healthcare
3.19K
New
$87.67 - $95.74 $279K - $305K
3.19K $303M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.11K
New
$265.78 - $299.3 $294K - $331K
1.11K $302M
MU
Micron Technology Inc

Technology
1.8K
New
$104.88 - $168.89 $188K - $303K
1.8K $301M
COP
Conocophillips

Energy
3K
New
$91.0 - $98.99 $273K - $297K
3K $284M
PFE
Pfizer Inc

Healthcare
10.5K
+ 91.3%
$23.29 - $25.88 $244K - $271K
21.9K $559M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
4.41K
New
$60.96 - $64.31 $269K - $284K
4.41K $281M
NEE
Nextera Energy Inc

Utilities
2.49K
+ 17.35%
$69.77 - $77.54 $174K - $193K
16.9K $1.27B
IVE
Ishares S&P 500 Value ETF

ETFs
1.32K
New
$194.44 - $206.51 $257K - $273K
1.32K $273M
IWF
Ishares Russell 1000 Gr ETF

ETFs
118
+ 2.5%
$420.11 - $472.68 $49.6K - $55.8K
4.83K $2.26B
PEP
Pepsico Inc

Consumer Defensive
1.26K
+ 13.01%
$133.81 - $152.16 $169K - $192K
11K $1.54B
NUE
Nucor Corp

Basic Materials
1.91K
New
$133.3 - $150.33 $255K - $287K
1.91K $259M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
3.88K
New
$63.98 - $69.04 $248K - $268K
3.88K $259M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
5.57K
New
$44.66 - $47.89 $249K - $267K
5.57K $258M
UNP
Union Pacific Corp

Industrials
1K
+ 31.52%
$214.91 - $237.16 $215K - $237K
4.17K $986M
BKNG
Booking Holdings Inc.

Consumer Cyclical
46
New
$5364.25 - $5815.92 $247K - $268K
46 $248M
NOW
Service Now, Inc.

Technology
255
New
$850.86 - $1044.69 $217K - $266K
255 $235M
SBUX
Starbucks Corp

Consumer Cyclical
3.92K
+ 28.36%
$81.9 - $96.86 $321K - $380K
17.7K $1.5B
DE
Deere & CO

Industrials
525
+ 127.43%
$457.26 - $524.37 $240K - $275K
937 $428M
TM
Toyota Motor Corp

Consumer Cyclical
1.14K
New
$167.86 - $202.79 $191K - $231K
1.14K $218M
EEM
Ishares Msci Emerging Markets

ETFs
22
+ 0.05%
$48.07 - $53.4 $1.06K - $1.17K
40.2K $2.14B
GD
General Dynamics Corp

Industrials
468
+ 49.63%
$293.92 - $341.0 $138K - $160K
1.41K $481M
VUG
Vanguard Growth ETF

ETFs
427
New
$433.97 - $484.08 $185K - $207K
427 $205M
FDX
Fedex Corp

Industrials
750
+ 32.82%
$217.1 - $243.2 $163K - $182K
3.04K $716M
WFC
Wells Fargo & Company

Financial Services
2.34K
New
$77.05 - $85.16 $180K - $199K
2.34K $196M
F
Ford Motor CO

Consumer Cyclical
14.4K
New
$10.82 - $12.09 $155K - $174K
14.4K $172M
IWR
Ishares Russell Mid Cap ETF

ETFs
725
+ 3.32%
$92.26 - $97.51 $66.9K - $70.7K
22.5K $2.18B
ADBE
Adobe Inc.

Technology
825
+ 19.55%
$333.65 - $392.1 $275K - $323K
5.05K $1.78B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.68K
+ 36.7%
$76.16 - $78.59 $128K - $132K
6.26K $489M
QUAL
Ishares Msci Usa Quality Facto

ETFs
443
+ 10.88%
$182.33 - $194.5 $80.8K - $86.2K
4.52K $878M
FITB
Fifth Third Bancorp

Financial Services
1.7K
+ 10.23%
$40.91 - $46.28 $69.7K - $78.8K
18.3K $817M
PG
Procter & Gamble CO

Consumer Defensive
956
+ 19.3%
$150.47 - $161.22 $144K - $154K
5.91K $908M
MRK
Merck & Co., Inc.

Healthcare
1.12K
+ 22.74%
$77.6 - $87.37 $86.9K - $97.9K
6.05K $507M
ILMN
Illumina, Inc.

Healthcare
1.18K
+ 11.12%
$91.69 - $109.88 $108K - $130K
11.8K $1.12B
Activity Summary
Buys All Purchases 119 New Holdings 46 Increased Positions 73 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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