Legacy Trust Portfolio Holdings

Legacy Trust

  • $415 Billion
  • Q1 2025

Legacy Trust has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $415 Billion distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.9B, Microsoft Corp with a value of $15.4B, Spdr S&P 500 ETF Trust with a value of $14.7B, Ishares Core S&P 500 ETF with a value of $13.7B, and Visa Inc. with a value of $13B.

Examining the 13F form we can see an decrease of $16B in the current position value, from $431B to 415B.

Legacy Trust is based out at Grand Rapids, MI

Below you can find more details about Legacy Trust portfolio as well as his latest detailed transactions.

Portfolio value $415 Billion
ETFs: $90 Billion
Technology: $76 Billion
Financial Services: $56.4 Billion
Consumer Cyclical: $41.6 Billion
Industrials: $41 Billion
Healthcare: $38.5 Billion
Communication Services: $27.6 Billion
Energy: $15.4 Billion
Other: $27.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.21T
$18.9 Billion 4.56% of portfolio
85,083
Q1 2025 Reduced 0.49%
$2.73T
$15.4 Billion 3.7% of portfolio
40,933
Q1 2025 Added 0.13%
$0
$14.7 Billion 3.54% of portfolio
26,252
Q1 2025 Added 0.19%
$0
$13.7 Billion 3.3% of portfolio
24,367
Q1 2025 Added 8.47%
$542B
$13 Billion 3.13% of portfolio
37,037
Q1 2025 Reduced 0.5%
$39.8B
$11.8 Billion 2.83% of portfolio
18,760
Q1 2025 Reduced 0.32%
$49B
$11.7 Billion 2.82% of portfolio
68,460
Q1 2025 Reduced 0.04%
$50.5B
$9.43 Billion 2.27% of portfolio
9,549
Q1 2025 Reduced 0.01%
$691B
$9.29 Billion 2.24% of portfolio
37,866
Q1 2025 Reduced 0.05%
$178B
$9.16 Billion 2.21% of portfolio
16,765
Q1 2025 Reduced 0.27%
$57.4B
$9.06 Billion 2.18% of portfolio
39,159
Q1 2025 Reduced 0.42%
$433B
$8.81 Billion 2.12% of portfolio
9,315
Q1 2025 Reduced 0.89%
$1.12T
$8.75 Billion 2.11% of portfolio
15,187
Q1 2025 Reduced 0.56%
$905B
$8.45 Billion 2.04% of portfolio
54,623
Q1 2025 Reduced 0.16%
$189B
$8.39 Billion 2.02% of portfolio
31,186
Q1 2025 Reduced 0.92%
$0
$7.74 Billion 1.86% of portfolio
73,978
Q1 2025 Added 0.18%
$132B
$7.39 Billion 1.78% of portfolio
19,843
Q1 2025 Added 0.53%
$167B
$7.34 Billion 1.77% of portfolio
55,429
Q1 2025 Added 0.22%
$1.76T
$7.31 Billion 1.76% of portfolio
38,433
Q1 2025 Added 2.19%
$412B
$6.98 Billion 1.68% of portfolio
42,095
Q1 2025 Added 2.87%
$0
$6.64 Billion 1.6% of portfolio
20,894
Q1 2025 Reduced 0.16%
$156B
$6.5 Billion 1.57% of portfolio
42,346
Q1 2025 Added 1.77%
$0
$6.35 Billion 1.53% of portfolio
108,799
Q1 2025 Reduced 0.23%
$27.5B
$6.23 Billion 1.5% of portfolio
54,273
Q1 2025 Added 9.68%
$0
$6.22 Billion 1.5% of portfolio
31,188
Q1 2025 Added 2.59%
$39.4B
$6.21 Billion 1.5% of portfolio
19,798
Q1 2025 Added 0.84%
$169B
$5.94 Billion 1.43% of portfolio
11,999
Q1 2025 Reduced 1.18%
$23.3B
$5.76 Billion 1.39% of portfolio
34,287
Q1 2025 Reduced 0.12%
$35B
$5.36 Billion 1.29% of portfolio
25,879
Q1 2025 Added 0.42%
$31B
$4.93 Billion 1.19% of portfolio
65,960
Q1 2025 Added 2.12%
$0
$4.42 Billion 1.07% of portfolio
12,242
Q1 2025 Reduced 0.06%
$4.02B
$4.19 Billion 1.01% of portfolio
128,884
Q1 2025 Added 0.67%
$9.43B
$4.02 Billion 0.97% of portfolio
110,361
Q1 2025 Added 2.45%
$65.2B
$3.73 Billion 0.9% of portfolio
29,062
Q1 2025 Added 8.9%
$71B
$3.58 Billion 0.86% of portfolio
54,834
Q1 2025 Added 0.37%
$157B
$3.52 Billion 0.85% of portfolio
35,642
Q1 2025 Added 1.01%
$8.75B
$3.44 Billion 0.83% of portfolio
41,219
Q1 2025 Added 1.87%
$32B
$3.36 Billion 0.81% of portfolio
11,881
Q1 2025 Added 0.88%
$246B
$3.08 Billion 0.74% of portfolio
28,399
Q1 2025 Added 0.3%
$0
$3.07 Billion 0.74% of portfolio
40,585
Q1 2025 Added 2.54%
$12.8B
$3.04 Billion 0.73% of portfolio
50,231
Q1 2025 Added 1.58%
$6.42B
$3.02 Billion 0.73% of portfolio
41,976
Q1 2025 Added 3.38%
$363B
$3.04 Billion 0.73% of portfolio
8,283
Q1 2025 Reduced 1.19%
$0
$2.96 Billion 0.71% of portfolio
36,269
Q1 2025 Added 3.84%
$147B
$2.95 Billion 0.71% of portfolio
40,442
Q1 2025 Added 9.92%
$343B
$2.76 Billion 0.67% of portfolio
19,757
Q1 2025 Added 0.18%
$57.9B
$2.74 Billion 0.66% of portfolio
65,007
Q1 2025 Added 2.46%
$25B
$2.66 Billion 0.64% of portfolio
12,074
Q1 2025 Added 11.5%
$58.4B
$2.55 Billion 0.61% of portfolio
4,326
Q4 2024 Reduced 0.35%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $415 Billion
  • Prior Value $431 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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