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 - $19.66 $1.67M - $1.73M
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 - $21.77 $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 - $22.25 $583K - $596K
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 - $118.14 $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
Track This Portfolio

Track Legacy Private Trust Co. Portfolio

Follow Legacy Private Trust Co. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Private Trust Co., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Private Trust Co. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email