Legacy Trust Incresed Positions in Q1 2025

Legacy Trust

  • $415 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
1.17K
+ 2.87%
$142.06 - $167.7 $167K - $197K
42.1K $6.98B
RTX
Raytheon Technologies Corp

Industrials
119
+ 0.22%
$114.1 - $135.66 $13.6K - $16.1K
55.4K $7.34B
UBER
Uber Technologies, Inc

Technology
3.65K
+ 9.92%
$63.17 - $81.49 $231K - $297K
40.4K $2.95B
TTWO
Take Two Interactive Software Inc

Communication Services
107
+ 0.42%
$178.61 - $217.95 $19.1K - $23.3K
25.9K $5.36B
IVV
Ishares Core S&P 500 ETF

ETFs
1.9K
+ 8.47%
$554.06 - $615.85 $1.05M - $1.17M
24.4K $13.7B
EOG
Eog Resources Inc

Energy
2.38K
+ 8.9%
$120.54 - $138.05 $286K - $328K
29.1K $3.73B
SBAC
Sba Communications Corp

Real Estate
1.25K
+ 11.5%
$192.76 - $224.91 $240K - $280K
12.1K $2.66B
DGRO
Ishares Core Dividend Growth E

ETFs
6.5K
+ 120.55%
$60.46 - $64.42 $393K - $419K
11.9K $735M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
90
+ 2.32%
$442.66 - $534.52 $39.8K - $48.1K
3.98K $2.12B
ELV
Elevance Health, Inc.

Healthcare
15
+ 0.29%
$365.9 - $436.25 $5.49K - $6.54K
5.2K $2.26B
IEFA
Ishares Tr

ETFs
1.01K
+ 2.54%
$69.57 - $78.65 $69.9K - $79K
40.6K $3.07B
VIG
Vanguard Dividend Appreciation

ETFs
1.48K
+ 46.39%
N/A
4.66K $904M
SYK
Stryker Corp

Healthcare
105
+ 0.53%
$355.18 - $399.9 $37.3K - $42K
19.8K $7.39B
VEA
Vanguard Ftse Developed Market

ETFs
3.58K
+ 18.74%
$47.4 - $52.99 $170K - $190K
22.7K $1.15B
XOM
Exxon Mobil Corp

Energy
997
+ 12.68%
$105.44 - $118.93 $105K - $119K
8.86K $1.05B
VO
Vanguard Mid Cap ETF

ETFs
820
+ 77.95%
$251.87 - $277.95 $207K - $228K
1.87K $484M
ALLY
Ally Financial Inc.

Financial Services
2.64K
+ 2.45%
$32.99 - $40.09 $87.1K - $106K
110K $4.02B
AMT
American Tower Corp

Real Estate
1
+ 0.02%
$173.46 - $217.6 $173 - $218
4.11K $894M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
3.78K
+ 22.77%
$38.36 - $41.43 $145K - $157K
20.4K $788M
QCOM
Qualcomm Inc

Technology
735
+ 1.77%
$151.94 - $175.86 $112K - $129K
42.3K $6.5B
CVX
Chevron Corp

Energy
121
+ 3.87%
$146.71 - $167.97 $17.8K - $20.3K
3.25K $544M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.83K
+ 9.34%
$82.81 - $92.93 $151K - $170K
21.4K $1.82B
LLY
Eli Lilly & CO

Healthcare
19
+ 1.67%
$725.72 - $929.72 $13.8K - $17.7K
1.16K $956M
DVY
Ishares Tr

ETFs
406
+ 5.47%
$128.58 - $138.1 $52.2K - $56.1K
7.84K $1.05B
VLO
Valero Energy Corp

Energy
1
+ 0.01%
$121.76 - $142.99 $122 - $143
7.41K $979M
INTC
Intel Corp

Technology
1.21K
+ 8.21%
$19.1 - $27.39 $23.2K - $33.3K
16K $363M
AVGO
Broadcom Inc.

Technology
830
+ 58.7%
$167.43 - $244.7 $139K - $203K
2.24K $376M
PG
Procter & Gamble CO

Consumer Defensive
106
+ 2.25%
$158.56 - $176.26 $16.8K - $18.7K
4.82K $821M
GWRE
Guidewire Software, Inc.

Technology
10
+ 0.77%
$166.74 - $218.22 $1.67K - $2.18K
1.31K $245M
IEMG
Ishares Inc

ETFs
320
+ 7.71%
N/A
4.47K $241M
QUAL
Ishares Msci Usa Quality Facto

ETFs
200
+ 7.21%
$168.16 - $186.21 $33.6K - $37.2K
2.97K $508M
VTI
Vanguard Total Stock Market Et

ETFs
157
+ 5.97%
$271.18 - $303.12 $42.6K - $47.6K
2.79K $766M
FITB
Fifth Third Bancorp

Financial Services
1.25K
+ 8.11%
$37.48 - $44.96 $46.8K - $56.2K
16.7K $653M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.37K
+ 2.12%
$72.7 - $84.32 $99.6K - $116K
66K $4.93B
INTU
Intuit Inc

Technology
36
+ 2.15%
$555.63 - $630.23 $20K - $22.7K
1.71K $1.05B
IWN
Ishares Russell2000 Val ETF

ETFs
232
+ 6.76%
$149.27 - $169.4 $34.6K - $39.3K
3.67K $553M
HON
Honeywell International Inc

Industrials
39
+ 1.55%
$202.75 - $226.52 $7.91K - $8.83K
2.56K $542M
APH
Amphenol Corp

Technology
102
+ 0.88%
$61.62 - $78.55 $6.29K - $8.01K
11.7K $765M
WYNN
Wynn Resorts LTD

Consumer Cyclical
755
+ 1.87%
$77.0 - $93.47 $58.1K - $70.6K
41.2K $3.44B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
130
+ 4.65%
$254.58 - $302.92 $33.1K - $39.4K
2.92K $747M
AMP
Ameriprise Financial Inc

Financial Services
44
+ 2.51%
$472.29 - $575.13 $20.8K - $25.3K
1.8K $869M
CHWY
Chewy, Inc.

Consumer Cyclical
861
+ 0.67%
$31.83 - $39.8 $27.4K - $34.3K
129K $4.19B
NKE
Nike, Inc.

Consumer Cyclical
2.19K
+ 6.58%
$63.29 - $81.72 $139K - $179K
35.5K $2.25B
USB
Us Bancorp \De\

Financial Services
1.56K
+ 2.46%
$40.92 - $50.9 $63.8K - $79.4K
65K $2.74B
GOOG
Alphabet Inc.

Communication Services
263
+ 2.7%
$156.06 - $207.71 $41K - $54.6K
9.99K $1.56B
INCY
Incyte Corp

Healthcare
780
+ 1.58%
$60.0 - $75.26 $46.8K - $58.7K
50.2K $3.04B
DIS
Walt Disney CO

Communication Services
357
+ 1.01%
$96.87 - $114.0 $34.6K - $40.7K
35.6K $3.52B
ALB
Albemarle Corp

Basic Materials
1.37K
+ 3.38%
$69.95 - $97.49 $96K - $134K
42K $3.02B
IWM
Ishares Russell 2000 ETF

ETFs
788
+ 2.59%
$198.1 - $229.79 $156K - $181K
31.2K $6.22B
Activity Summary
Buys All Purchases 67 New Holdings 6 Increased Positions 61 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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