Legacy Private Trust Co. Incresed Positions in Q3 2025

Legacy Private Trust Co.

  • $1.65 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
1.2K
+ 18.76%
$144.19 - $167.33 $173K - $201K
7.6K $1.27M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
13.5K
+ 93.87%
$22.71 - $23.24 $306K - $313K
27.8K $642K
KO
Coca Cola CO

Consumer Defensive
5.37K
+ 44.52%
$65.67 - $71.67 $353K - $385K
17.4K $1.16M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3K
+ 69.28%
$79.76 - $85.78 $239K - $257K
7.33K $620K
PEP
Pepsico Inc

Consumer Defensive
1.44K
+ 18.84%
$133.81 - $152.16 $193K - $219K
9.09K $1.28M
XLE
Energy Sector Spdr

ETFs
2.48K
+ 51.63%
$84.25 - $91.99 $209K - $228K
7.27K $649K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
9.19K
+ 82.24%
$23.46 - $23.77 $216K - $218K
20.4K $483K
BA
Boeing CO

Industrials
438
+ 2.61%
$209.79 - $237.38 $91.9K - $104K
17.2K $3.72M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.25K
+ 0.95%
$50.47 - $50.74 $164K - $165K
346K $17.6M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
7.29K
+ 9.87%
$23.48 - $23.7 $171K - $173K
81.1K $1.92M
LLY
Eli Lilly & CO

Healthcare
435
+ 4.04%
$625.65 - $812.69 $272K - $354K
11.2K $8.55M
NEE
Nextera Energy Inc

Utilities
721
+ 4.91%
$69.77 - $77.54 $50.3K - $55.9K
15.4K $1.16M
WEC
Wec Energy Group, Inc.

Utilities
10
+ 0.09%
$103.66 - $114.59 $1.04K - $1.15K
11.7K $1.35M
MMM
3 M CO

Industrials
478
+ 3.07%
$144.41 - $160.2 $69K - $76.6K
16K $2.49M
VTV
Vanguard Value ETF

ETFs
444
+ 13.33%
$175.51 - $186.57 $77.9K - $82.8K
3.78K $704K
AMZN
Amazon Com Inc

Consumer Cyclical
415
+ 0.42%
$211.65 - $238.24 $87.8K - $98.9K
98.6K $21.6M
VBR
Vanguard Small Cap Value ETF

ETFs
288
+ 8.64%
$195.41 - $212.37 $56.3K - $61.2K
3.62K $755K
GD
General Dynamics Corp

Industrials
20
+ 1.0%
$293.92 - $341.0 $5.88K - $6.82K
2.01K $686K
XLRE
Select Sector Spdr Tr Real Est

ETFs
551
+ 0.49%
$40.94 - $42.85 $22.6K - $23.6K
113K $4.75M
DIS
Walt Disney CO

Communication Services
2.48K
+ 11.83%
$112.25 - $124.0 $279K - $308K
23.5K $2.69M
PSX
Phillips 66

Energy
135
+ 4.49%
$118.37 - $139.46 $16K - $18.8K
3.14K $427K
FAST
Fastenal CO

Industrials
100
+ 1.88%
$42.47 - $50.39 $4.25K - $5.04K
5.41K $265K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.65K
+ 16.87%
$22.84 - $22.95 $37.7K - $37.9K
11.4K $262K
BKNG
Booking Holdings Inc.

Consumer Cyclical
32
+ 8.51%
$5364.25 - $5815.92 $172K - $186K
408 $2.2M
AGZ
Ishares Agency Bond ETF

ETFs
100
+ 4.26%
$108.74 - $110.41 $10.9K - $11K
2.45K $270K
Blackrock Inc
90
+ 4.46%
N/A
2.11K $0
Linde PLC
488
+ 4.52%
N/A
11.3K $0
ADP
Automatic Data Processing Inc

Industrials
50
+ 4.78%
$288.69 - $310.94 $14.4K - $15.5K
1.1K $321K
NFLX
Netflix Inc

Communication Services
48
+ 1.65%
$1147.87 - $1297.18 $55.1K - $62.3K
2.96K $3.55M
Activity Summary
Buys All Purchases 90 New Holdings 10 Increased Positions 80 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 1
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