Legacy Private Trust Co. has filed its 13F form on January 08, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.5 Billion distributed in 314 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $177M, Vanguard Total Stock Market Et with a value of $149M, Spdr Portfolio S&P 1500 Compos with a value of $63.7M, Vanguard Extended Market ETF with a value of $58.6M, and Vanguard Ftse Developed Market with a value of $49.9M.
Examining the 13F form we can see an increase of $38M in the current position value, from $1.46B to 1.5B.
Below you can find more details about Legacy Private Trust Co. portfolio as well as his latest detailed transactions.
Portfolio value
$1.5 Billion
ETFs: $981 Million
Technology: $173 Million
Financial Services: $82.6 Million
Consumer Cyclical: $54.9 Million
Healthcare: $54.3 Million
Communication Services: $47.7 Million
Consumer Defensive: $38.7 Million
Industrials: $32.7 Million
Other: $25 Million
Stock Holdings Table Market Cap. of $200 Billions or more
