Legacy Private Trust Co. Portfolio Holdings

Legacy Private Trust Co.

  • $1.5 Billion
  • Q4 2024

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 314
  • Current Value $1.5 Billion
  • Prior Value $1.46 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 08, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 17 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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