Legacy Private Trust Co. Incresed Positions in Q1 2025

Legacy Private Trust Co.

  • $1.42 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
350K
+ 39.26%
$67.03 - $74.61 $23.5M - $26.1M
1.24M $83.9M
IVV
Ishares Core S&P 500 ETF

ETFs
24.8K
+ 8.28%
$554.06 - $615.85 $13.8M - $15.3M
325K $181M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
25.3K
+ 7.19%
$58.01 - $64.46 $1.47M - $1.63M
378K $23.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
36.4K
+ 394.23%
$71.17 - $73.66 $2.59M - $2.68M
45.6K $3.34M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
87.8K
+ 20.69%
$19.0 - $19.63 $1.67M - $1.72M
512K $10M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
33.8K
+ 10.76%
$50.39 - $50.66 $1.7M - $1.71M
348K $17.6M
MMM
3 M CO

Industrials
11.7K
+ 379.47%
$129.7 - $155.12 $1.51M - $1.81M
14.8K $2.17M
BOND
Pimco Active Bond Exchange Tra

ETFs
13.1K
+ 5.63%
$89.27 - $92.9 $1.17M - $1.21M
245K $22.6M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
71K
+ 9.92%
$19.42 - $19.54 $1.38M - $1.39M
787K $15.3M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
58.2K
+ 17.1%
$21.16 - $21.75 $1.23M - $1.27M
399K $8.67M
CVX
Chevron Corp

Energy
609
+ 1.26%
$146.71 - $167.97 $89.3K - $102K
48.9K $8.18M
JNJ
Johnson & Johnson

Healthcare
1.35K
+ 3.43%
$142.06 - $167.7 $191K - $226K
40.5K $6.72M
LLY
Eli Lilly & CO

Healthcare
641
+ 6.67%
$725.72 - $929.72 $465K - $596K
10.3K $8.47M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.9K
+ 3.29%
$42.5 - $46.71 $504K - $554K
373K $16.9M
TJX
Tjx Companies Inc

Consumer Cyclical
7.91K
+ 28.25%
$112.81 - $126.16 $893K - $998K
35.9K $4.37M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
18.9K
+ 21.88%
$50.72 - $50.92 $959K - $963K
105K $5.35M
VTI
Vanguard Total Stock Market Et

ETFs
33.8K
+ 6.58%
$271.18 - $303.12 $9.16M - $10.2M
547K $150M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
26.8K
+ 5.92%
$21.77 - $22.24 $583K - $595K
479K $10.7M
PG
Procter & Gamble CO

Consumer Defensive
3.78K
+ 25.51%
$158.56 - $176.26 $599K - $666K
18.6K $3.17M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.46K
+ 1.37%
$63.77 - $71.36 $93K - $104K
108K $7.49M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
24.1K
+ 41.58%
$25.08 - $25.39 $605K - $613K
82.1K $2.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
87
+ 1.11%
$442.66 - $534.52 $38.5K - $46.5K
7.95K $4.17M
AMGN
Amgen Inc

Healthcare
606
+ 7.85%
$258.59 - $327.36 $157K - $198K
8.32K $2.59M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
19.9K
+ 4.28%
$22.11 - $22.43 $440K - $446K
484K $10.9M
PANW
Palo Alto Networks Inc

Technology
3.94K
+ 32.08%
$167.82 - $208.28 $660K - $820K
16.2K $2.76M
QCOM
Qualcomm Inc

Technology
3.07K
+ 29.39%
$151.94 - $175.86 $466K - $539K
13.5K $2.07M
RTX
Raytheon Technologies Corp

Industrials
3.1K
+ 91.23%
$114.1 - $135.66 $354K - $421K
6.5K $860K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
21.3K
+ 3.27%
$20.64 - $20.73 $439K - $441K
673K $13.9M
DVY
Ishares Tr

ETFs
3.22K
+ 25.38%
$128.58 - $138.1 $414K - $444K
15.9K $2.11M
IBM
International Business Machines Corp

Technology
1.36K
+ 44.14%
$217.4 - $264.74 $295K - $359K
4.43K $1.1M
HD
Home Depot, Inc.

Consumer Cyclical
1.45K
+ 21.43%
$347.25 - $424.87 $504K - $616K
8.22K $3.01M
XOM
Exxon Mobil Corp

Energy
35
+ 0.12%
$105.44 - $118.93 $3.69K - $4.16K
29.1K $3.46M
JMEE
J P Morgan Exchange Traded Fd

ETFs
6.83K
+ 65.96%
$54.51 - $63.63 $372K - $435K
17.2K $957K
APD
Air Products & Chemicals, Inc.

Basic Materials
1.05K
+ 50.97%
$283.24 - $338.07 $297K - $355K
3.11K $917K
BFC
Bank First Corp

Financial Services
2.99K
+ 94.83%
$93.72 - $106.76 $280K - $319K
6.15K $621K
ECL
Ecolab Inc.

Basic Materials
700
+ 13.21%
$229.72 - $269.82 $161K - $189K
6K $1.52M
SUB
Ishares Short Term National Mu

ETFs
2.23K
+ 21.89%
$105.3 - $106.24 $234K - $236K
12.4K $1.31M
ADBE
Adobe Inc.

Technology
1.54K
+ 26.39%
$377.84 - $464.11 $582K - $715K
7.38K $2.83M
XLU
Utilities Sector Spdr

ETFs
1.21K
+ 2.23%
$74.7 - $80.27 $90.2K - $97K
55.3K $4.31M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.22K
+ 7.03%
$114.57 - $117.99 $140K - $144K
18.6K $2.2M
DIS
Walt Disney CO

Communication Services
3.61K
+ 24.53%
$96.87 - $114.0 $350K - $411K
18.3K $1.81M
XLB
Select Sector Spdr Fd Material

ETFs
1.44K
+ 4.02%
$83.19 - $90.99 $120K - $131K
37.2K $3.16M
BMY
Bristol Myers Squibb CO

Healthcare
1.07K
+ 10.95%
$53.9 - $63.11 $57.6K - $67.4K
10.8K $659K
NEE
Nextera Energy Inc

Utilities
1.68K
+ 11.37%
$66.96 - $76.16 $112K - $128K
16.4K $1.16M
ACN
Accenture PLC

Technology
1.6K
+ 16.01%
$300.91 - $398.25 $481K - $636K
11.6K $3.61M
BAC
Bank Of America Corp

Financial Services
7.82K
+ 6.5%
$39.61 - $47.74 $310K - $373K
128K $5.35M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
2.42K
+ 3.89%
$23.55 - $23.74 $56.9K - $57.3K
64.5K $1.52M
BSMU
Invesco Exchange Self Ind Tr

ETFs
2.65K
+ 2.99%
$21.49 - $22.03 $56.8K - $58.3K
91K $1.96M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.5K
+ 14.72%
$26.63 - $26.75 $39.9K - $40.1K
11.7K $312K
Activity Summary
Buys All Purchases 88 New Holdings 17 Increased Positions 71 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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