Legacy Trust Portfolio Holdings

Legacy Trust

  • $415 Billion
  • Q1 2025

Legacy Trust has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $415 Billion distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.9B, Microsoft Corp with a value of $15.4B, Spdr S&P 500 ETF Trust with a value of $14.7B, Ishares Core S&P 500 ETF with a value of $13.7B, and Visa Inc. with a value of $13B.

Examining the 13F form we can see an decrease of $16B in the current position value, from $431B to 415B.

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 $415 Billion
ETFs: $90 Billion
Technology: $76 Billion
Financial Services: $56.4 Billion
Consumer Cyclical: $41.6 Billion
Industrials: $41 Billion
Healthcare: $38.5 Billion
Communication Services: $27.6 Billion
Energy: $15.4 Billion
Other: $27.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.9B
$2.37 Billion 0.57% of portfolio
14,944
Q1 2025 Reduced 0.31%
$74B
$2.23 Billion 0.54% of portfolio
13,547
Q1 2025 Reduced 1.27%
$72.2B
$2.25 Billion 0.54% of portfolio
35,470
Q1 2025 Added 6.58%
$99.3B
$2.26 Billion 0.54% of portfolio
5,197
Q1 2025 Added 0.29%
$0
$2.23 Billion 0.54% of portfolio
51,058
Q1 2025 Reduced 2.13%
$694B
$2.12 Billion 0.51% of portfolio
3,975
Q1 2025 Added 2.32%
$72.7B
$2.08 Billion 0.5% of portfolio
8,207
Q1 2025 Reduced 1.2%
$150B
$2.03 Billion 0.49% of portfolio
16,699
Q1 2025 Reduced 5.24%
$0
$1.82 Billion 0.44% of portfolio
21,365
Q1 2025 Added 9.34%
$165B
$1.69 Billion 0.41% of portfolio
3,401
Q1 2025 Reduced 1.45%
$177B
$1.64 Billion 0.4% of portfolio
4,284
Q1 2025 Reduced 0.67%
$1.01T
$1.56 Billion 0.38% of portfolio
9,987
Q1 2025 Added 2.7%
$79.5B
$1.52 Billion 0.37% of portfolio
6,896
Q1 2025 Reduced 0.79%
$182B
$1.46 Billion 0.35% of portfolio
9,753
Q1 2025 Reduced 1.77%
$5.08B
$1.41 Billion 0.34% of portfolio
60,495
Q1 2025 Reduced 27.62%
$97.4B
$1.36 Billion 0.33% of portfolio
13,821
Q1 2025 Reduced 2.85%
$46.4B
$1.09 Billion 0.26% of portfolio
15,006
Q1 2025 Reduced 0.61%
$430B
$1.05 Billion 0.25% of portfolio
8,861
Q1 2025 Added 12.68%
$12.3B
$1.06 Billion 0.25% of portfolio
13,298
Q1 2025 Added 4.99%
$0
$1.05 Billion 0.25% of portfolio
7,835
Q1 2025 Added 5.47%
$178B
$1.05 Billion 0.25% of portfolio
1,713
Q1 2025 Added 2.15%
$130B
$1.01 Billion 0.24% of portfolio
14,284
Q1 2025 Reduced 1.32%
$0
$1.01 Billion 0.24% of portfolio
3,305
Q1 2025 Reduced 9.58%
$46B
$979 Million 0.24% of portfolio
7,411
Q1 2025 Added 0.01%
$781B
$956 Million 0.23% of portfolio
1,157
Q1 2025 Added 1.67%
$104B
$894 Million 0.22% of portfolio
4,107
Q1 2025 Added 0.02%
$0
$904 Million 0.22% of portfolio
4,661
Q1 2025 Added 46.39%
$51.3B
$869 Million 0.21% of portfolio
1,796
Q1 2025 Added 2.51%
$150B
$866 Million 0.21% of portfolio
2,779
Q4 2024 Reduced 3.41%
$0
$883 Million 0.21% of portfolio
4,695
Q2 2023 Reduced 0.45%
$133B
$829 Million 0.2% of portfolio
3,511
Q4 2024 Reduced 3.04%
$376B
$821 Million 0.2% of portfolio
4,817
Q1 2025 Added 2.25%
$0
$780 Million 0.19% of portfolio
6,792
Q3 2024 New
$0
$788 Million 0.19% of portfolio
20,379
Q1 2025 Added 22.77%
$0
$766 Million 0.18% of portfolio
2,787
Q1 2025 Added 5.97%
$0
$735 Million 0.18% of portfolio
11,892
Q1 2025 Added 120.55%
$535B
$737 Million 0.18% of portfolio
1,345
Q1 2025 Reduced 5.61%
Blackrock Inc
-
$738 Million 0.18% of portfolio
-
Q1 2025 New
$97.2B
$749 Million 0.18% of portfolio
4,341
Q1 2025 Reduced 1.59%
$0
$747 Million 0.18% of portfolio
2,923
Q1 2025 Added 4.65%
$47.7B
$765 Million 0.18% of portfolio
11,661
Q1 2025 Added 0.88%
$0
$735 Million 0.18% of portfolio
5,900
Q1 2025 Reduced 0.25%
$25.6B
$653 Million 0.16% of portfolio
16,668
Q1 2025 Added 8.11%
$75.7B
$648 Million 0.16% of portfolio
6,913
Q4 2024 Reduced 0.13%
$194B
$605 Million 0.15% of portfolio
1,939
Q1 2025 Reduced 0.51%
$56.5B
$617 Million 0.15% of portfolio
2,531
Q1 2025 Reduced 5.24%
$0
$561 Million 0.14% of portfolio
10,903
Q4 2023 Added 42.47%
$0
$582 Million 0.14% of portfolio
1,091
Q4 2024 Reduced 0.46%
$347B
$526 Million 0.13% of portfolio
2,511
Q1 2025 Reduced 12.54%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $415 Billion
  • Prior Value $431 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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