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
$133B
$542 Million 0.13% of portfolio
2,558
Q1 2025 Added 1.55%
$0
$553 Million 0.13% of portfolio
3,666
Q1 2025 Added 6.76%
$269B
$544 Million 0.13% of portfolio
3,250
Q1 2025 Added 3.87%
$0
$508 Million 0.12% of portfolio
2,973
Q1 2025 Added 7.21%
$35.1B
$506 Million 0.12% of portfolio
1,206
Q1 2025 Reduced 0.74%
$0
$484 Million 0.12% of portfolio
1,872
Q1 2025 Added 77.95%
$0
$501 Million 0.12% of portfolio
1,069
Q2 2023 New
$235B
$495 Million 0.12% of portfolio
1,585
Q4 2024 Reduced 8.12%
$200B
$444 Million 0.11% of portfolio
4,947
Q1 2025 Reduced 0.64%
$107B
$470 Million 0.11% of portfolio
1,631
Q1 2025 Reduced 4.12%
$0
$436 Million 0.11% of portfolio
9,775
Q1 2025 Reduced 22.45%
$0
$475 Million 0.11% of portfolio
6,683
Q4 2023 Added 45.82%
$0
$473 Million 0.11% of portfolio
13,660
Q4 2023 Added 42.89%
$0
$447 Million 0.11% of portfolio
2,568
Q4 2022 New
$0
$397 Million 0.1% of portfolio
2,928
Q4 2022 New
$95.5B
$430 Million 0.1% of portfolio
1,620
Q3 2024 Reduced 0.37%
$0
$416 Million 0.1% of portfolio
2,060
Q4 2022 New
$0
$399 Million 0.1% of portfolio
4,265
Q4 2024 Reduced 1.16%
$0
$409 Million 0.1% of portfolio
6,540
Q3 2024 Reduced 1.61%
$68.7B
$376 Million 0.09% of portfolio
2,244
Q1 2025 Added 58.7%
$0
$375 Million 0.09% of portfolio
12,800
Q4 2022 New
$0
$372 Million 0.09% of portfolio
3,329
Q4 2022 New
$0
$378 Million 0.09% of portfolio
1,470
Q2 2024 Added 17.13%
$0
$356 Million 0.09% of portfolio
4,645
Q1 2025 Reduced 2.82%
Linde PLC
-
$372 Million 0.09% of portfolio
-
Q4 2024 Reduced 3.03%
$80.1B
$363 Million 0.09% of portfolio
15,993
Q1 2025 Added 8.21%
$46.6B
$341 Million 0.08% of portfolio
4,396
Q1 2025 Reduced 1.01%
$61.2B
$278 Million 0.07% of portfolio
1,051
Q4 2024 Reduced 11.98%
$320B
$274 Million 0.07% of portfolio
3,832
Q4 2024 Reduced 12.97%
$14.4B
$279 Million 0.07% of portfolio
4,924
Q1 2024 Added 1.17%
$16.7B
$283 Million 0.07% of portfolio
556
Q1 2025 Reduced 4.14%
$26.7B
$294 Million 0.07% of portfolio
6,124
Q1 2025 Reduced 1.08%
$254B
$306 Million 0.07% of portfolio
1,926
Q4 2024 Reduced 3.51%
$126B
$291 Million 0.07% of portfolio
11,475
Q1 2025 Reduced 4.77%
$74.4B
$278 Million 0.07% of portfolio
2,885
Q1 2025 Reduced 0.65%
$0
$286 Million 0.07% of portfolio
3,450
Q4 2022 New
$0
$272 Million 0.07% of portfolio
4,414
Q4 2022 New
$72.6B
$294 Million 0.07% of portfolio
1,184
Q1 2025 Reduced 4.05%
$0
$257 Million 0.06% of portfolio
5,570
Q4 2022 New
$185B
$254 Million 0.06% of portfolio
3,015
Q1 2025 Reduced 11.71%
$122B
$262 Million 0.06% of portfolio
857
Q1 2025 Reduced 3.38%
$0
$252 Million 0.06% of portfolio
1,136
Q1 2025 New
$0
$266 Million 0.06% of portfolio
7,025
Q3 2023 Added 400.0%
$0
$234 Million 0.06% of portfolio
10,089
Q1 2025 New
$231B
$234 Million 0.06% of portfolio
1,762
Q1 2025 Reduced 0.84%
$16B
$245 Million 0.06% of portfolio
1,305
Q1 2025 Added 0.77%
$0
$241 Million 0.06% of portfolio
4,473
Q1 2025 Added 7.71%
$6.97B
$267 Million 0.06% of portfolio
3,673
Q1 2025 Reduced 11.41%
$75.4B
$250 Million 0.06% of portfolio
918
Q1 2025 Reduced 2.86%

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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