Legacy Trust Reduced Holdings in Q3 2024

Legacy Trust

  • $435 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
-33.2K
- 62.27%
$107.93 - $120.23 $3.58M - $3.99M
20.1K $2.37B
MSFT
Microsoft Corp

Technology
-1.03K
- 2.5%
$395.15 - $467.56 $408K - $483K
40.3K $17.3B
EW
Edwards Lifesciences Corp

Healthcare
-923
- 5.76%
$59.7 - $93.78 $55.1K - $86.6K
15.1K $997M
ALLY
Ally Financial Inc.

Financial Services
-964
- 0.88%
$32.67 - $45.01 $31.5K - $43.4K
108K $3.85B
INTC
Intel Corp

Technology
-11K
- 42.23%
$18.9 - $34.87 $208K - $384K
15.1K $354M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-43
- 0.39%
$233.4 - $302.36 $10K - $13K
10.9K $2.97B
DIS
Walt Disney CO

Communication Services
-1.55K
- 4.56%
$85.6 - $98.61 $133K - $153K
32.4K $3.12B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.28K
- 2.72%
$147.95 - $191.05 $190K - $245K
45.9K $7.97B
INTU
Intuit Inc

Technology
-45
- 0.93%
$602.97 - $670.49 $27.1K - $30.2K
4.82K $2.99B
GOOG
Alphabet Inc.

Communication Services
-88
- 0.86%
$149.54 - $192.66 $13.2K - $17K
10.1K $1.69B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.96K
- 18.7%
$74.26 - $78.84 $146K - $155K
8.53K $668M
APH
Amphenol Corp

Technology
-1.03K
- 8.11%
$58.39 - $70.41 $60.2K - $72.6K
11.7K $762M
FDX
Fedex Corp

Industrials
-58
- 2.09%
$254.64 - $313.52 $14.8K - $18.2K
2.72K $745M
MRK
Merck & Co., Inc.

Healthcare
-260
- 4.59%
$111.15 - $128.97 $28.9K - $33.5K
5.4K $613M
GD
General Dynamics Corp

Industrials
-263
- 18.29%
$279.51 - $308.09 $73.5K - $81K
1.18K $355M
ROP
Roper Technologies Inc

Industrials
-25
- 0.57%
$515.25 - $576.55 $12.9K - $14.4K
4.34K $2.42B
TTC
Toro CO

Industrials
-70
- 1.67%
$81.82 - $99.44 $5.73K - $6.96K
4.12K $358M
CVX
Chevron Corp

Energy
-15
- 0.48%
$137.88 - $161.97 $2.07K - $2.43K
3.11K $458M
ADM
Archer Daniels Midland CO

Consumer Defensive
-437
- 6.66%
$57.96 - $65.72 $25.3K - $28.7K
6.13K $366M
PANW
Palo Alto Networks Inc

Technology
-364
- 1.04%
$294.18 - $368.01 $107K - $134K
34.7K $11.9B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-107
- 1.61%
$61.71 - $68.15 $6.6K - $7.29K
6.54K $443M
FAST
Fastenal CO

Industrials
-130
- 2.82%
$62.09 - $71.83 $8.07K - $9.34K
4.49K $320M
CME
Cme Group Inc.

Financial Services
-6
- 0.37%
$193.43 - $220.62 $1.16K - $1.32K
1.62K $357M
IWN
Ishares Russell2000 Val ETF

ETFs
-10
- 0.26%
$150.05 - $171.34 $1.5K - $1.71K
3.91K $652M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-124
- 1.85%
$127.29 - $141.5 $15.8K - $17.5K
6.58K $918M
MA
Mastercard Inc

Financial Services
-45
- 2.66%
$429.6 - $500.99 $19.3K - $22.5K
1.65K $813M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3
- 0.07%
$283.28 - $314.39 $850 - $943
4.04K $1.27B
FITB
Fifth Third Bancorp

Financial Services
-86
- 0.55%
$36.01 - $43.64 $3.1K - $3.75K
15.5K $665M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-335
- 1.12%
$75.32 - $84.37 $25.2K - $28.3K
29.7K $2.48B
ECL
Ecolab Inc.

Basic Materials
-28
- 0.33%
$228.86 - $255.76 $6.41K - $7.16K
8.44K $2.15B
FISV
Fiserv Inc

Technology
-106
- 1.49%
N/A
7.01K $1.26B
COST
Costco Wholesale Corp

Consumer Defensive
-169
- 1.76%
$801.83 - $917.05 $136K - $155K
9.46K $8.38B
WYNN
Wynn Resorts LTD

Consumer Cyclical
-3
- 0.01%
$73.55 - $97.62 $221 - $293
38.5K $3.69B
ZTS
Zoetis Inc.

Healthcare
-46
- 0.33%
$172.58 - $196.48 $7.94K - $9.04K
13.9K $2.72B
IWV
Ishares Russell 3000 ETF

ETFs
-177
- 0.83%
$294.75 - $326.73 $52.2K - $57.8K
21.1K $6.9B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-885
- 0.82%
$57.32 - $62.65 $50.7K - $55.4K
107K $6.65B
ISRG
Intuitive Surgical Inc

Healthcare
-75
- 0.63%
$416.14 - $494.01 $31.2K - $37.1K
11.8K $5.79B
NKE
Nike, Inc.

Consumer Cyclical
-601
- 1.27%
$71.09 - $89.44 $42.7K - $53.8K
46.9K $4.14B
SPY
Spdr S&P 500 ETF Trust

ETFs
-372
- 1.32%
$517.38 - $573.86 $192K - $213K
27.7K $15.9B
GS
Goldman Sachs Group Inc

Financial Services
-194
- 1.15%
$459.02 - $510.25 $89K - $99K
16.7K $8.25B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-310
- 0.42%
$105.53 - $118.34 $32.7K - $36.7K
74K $8.65B
META
Meta Platforms, Inc.

Communication Services
-177
- 1.14%
$453.41 - $572.44 $80.3K - $101K
15.4K $8.82B
AXP
American Express CO

Financial Services
-75
- 0.24%
$225.92 - $271.17 $16.9K - $20.3K
31.5K $8.56B
AAPL
Apple Inc.

Technology
-2.21K
- 2.44%
$207.23 - $234.82 $459K - $520K
88.6K $20.6B
LEN
Lennar Corp

Consumer Cyclical
-196
- 0.4%
$142.5 - $192.45 $27.9K - $37.7K
48.9K $9.16B
URI
United Rentals, Inc.

Industrials
-348
- 1.8%
$627.41 - $814.1 $218K - $283K
19K $15.4B
Activity Summary
Buys All Purchases 79 New Holdings 18 Increased Positions 61 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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