The Analysis of Legacy Trust's Holdings

Currently, Legacy Trust holds 192 types of securities in its portfolio with a total value $534.7M. In the most recent quarter, they have increased their positions in EL (+24.4K shares, valued at $2.6M), N/A (+51.1K shares, valued at $2.1M), IWR (+20.4K shares, valued at $2.0M); decreased their positions in EOG (-4.8K shares, valued at $503.0K), NVDA (-2.1K shares, valued at $390.3K), LULU (-1.3K shares, valued at $265.0K); initiated new positions in EL (+24.4K shares, valued at $2.6M), MINT (+4.0K shares, valued at $401.4K), CEG (+921 shares, valued at $325.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC124.2K shares1.21%2025-12-312026-01-22

IVV ISHARES TR39.7K shares6.20%2025-12-312026-01-22

MSFT MICROSOFT CORP44.4K shares3.36%2025-12-312026-01-22

ALPHABET INC ALPHABET INC54.2K shares1.49%2025-12-312026-01-22

NVDA NVIDIA CORPORATION87.4K shares-2.34%2025-12-312026-01-22

URI UNITED RENTALS INC17.3K shares0.20%2025-12-312026-01-22

GS GOLDMAN SACHS GROUP INC15.5K shares0.32%2025-12-312026-01-22

TSM TAIWAN SEMICONDUCTOR MFG LTD43.3K shares-0.53%2025-12-312026-01-22

Sponsored

JPM JPMORGAN CHASE & CO.39.8K shares1.72%2025-12-312026-01-22

V VISA INC35.1K shares1.15%2025-12-312026-01-22

PANW PALO ALTO NETWORKS INC66.5K shares1.33%2025-12-312026-01-22

AXP AMERICAN EXPRESS CO31.3K shares2.05%2025-12-312026-01-22

AMZN AMAZON COM INC48.9K shares2.08%2025-12-312026-01-22

RTX RTX CORPORATION61.5K shares6.46%2025-12-312026-01-22

META META PLATFORMS INC14.6K shares2.82%2025-12-312026-01-22

SPY SPDR S&P 500 ETF TR14.0K shares-1.29%2025-12-312026-01-22

Sponsored

GWW WW GRAINGER INC9.4K shares1.56%2025-12-312026-01-22

CMI CUMMINS INC18.2K shares2.33%2025-12-312026-01-22

IJR ISHARES TR76.3K shares0.41%2025-12-312026-01-22

JNJ JOHNSON & JOHNSON43.9K shares6.50%2025-12-312026-01-22

EXPE EXPEDIA GROUP INC31.5K shares1.40%2025-12-312026-01-22

SYK STRYKER CORPORATION22.4K shares5.48%2025-12-312026-01-22

IWV ISHARES TR19.7K shares-1.23%2025-12-312026-01-22

IJH ISHARES TR110.3K shares-0.06%2025-12-312026-01-22

Sponsored

LNG CHENIERE ENERGY INC37.4K shares2.86%2025-12-312026-01-22

COST COSTCO WHSL CORP NEW8.4K shares5.92%2025-12-312026-01-22

QCOM QUALCOMM INC40.4K shares1.54%2025-12-312026-01-22

ISRG INTUITIVE SURGICAL INC11.9K shares5.09%2025-12-312026-01-22

TTWO TAKE-TWO INTERACTIVE SOFTWAR24.7K shares4.12%2025-12-312026-01-22

LEN LENNAR CORP53.8K shares6.15%2025-12-312026-01-22

IWM ISHARES TR18.8K shares58.60%2025-12-312026-01-22

ALLY ALLY FINL INC100.6K shares2.86%2025-12-312026-01-22

Sponsored

ALPHABET INC ALPHABET INC13.4K shares6.47%2025-12-312026-01-22

IWR ISHARES TR42.9K shares90.37%2025-12-312026-01-22

WYNN WYNN RESORTS LTD34.2K shares5.00%2025-12-312026-01-22

HD HOME DEPOT INC11.6K shares-0.47%2025-12-312026-01-22

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC98.9K shares106.90%2025-12-312026-01-22

EFA ISHARES TR39.5K shares20.56%2025-12-312026-01-22

CHWY CHEWY INC111.9K shares2.08%2025-12-312026-01-22

ORCL ORACLE CORP18.9K shares-4.29%2025-12-312026-01-22

Sponsored

ALB ALBEMARLE CORP25.6K shares6.67%2025-12-312026-01-22

USB US BANCORP DEL67.6K shares3.31%2025-12-312026-01-22

INCY INCYTE CORP36.1K shares2.11%2025-12-312026-01-22

DIS DISNEY WALT CO30.3K shares3.62%2025-12-312026-01-22

UBER UBER TECHNOLOGIES INC41.8K shares0.08%2025-12-312026-01-22

PYPL PAYPAL HLDGS INC50.4K shares2.08%2025-12-312026-01-22

IWF ISHARES TR6.1K shares26.09%2025-12-312026-01-22

KLAC KLA CORP2.2K shares0.00%2025-12-312026-01-22

Sponsored

NKE NIKE INC42.0K shares11.52%2025-12-312026-01-22

EL LAUDER ESTEE COS INC24.4K sharesnew addition2025-12-312026-01-22

LLY ELI LILLY & CO2.3K shares3.12%2025-12-312026-01-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.9K shares2.51%2025-12-312026-01-22

EEM ISHARES TR43.9K shares9.40%2025-12-312026-01-22

TJX TJX COS INC NEW15.5K shares-6.91%2025-12-312026-01-22

ECL ECOLAB INC8.1K shares-0.18%2025-12-312026-01-22

TMO THERMO FISHER SCIENTIFIC INC3.4K shares0.00%2025-12-312026-01-22

Sponsored

ROP ROPER TECHNOLOGIES INC4.3K shares-0.46%2025-12-312026-01-22

ELV ELEVANCE HEALTH INC FORMERLY5.2K shares0.00%2025-12-312026-01-22

ILMN ILLUMINA INC13.6K shares15.06%2025-12-312026-01-22

ADBE ADOBE INC5.0K shares-0.67%2025-12-312026-01-22

ZTS ZOETIS INC13.4K shares-0.04%2025-12-312026-01-22

ABBV ABBVIE INC7.4K shares4.56%2025-12-312026-01-22

XOM EXXON MOBIL CORP13.5K shares5.65%2025-12-312026-01-22

SBUX STARBUCKS CORP18.8K shares5.97%2025-12-312026-01-22

Sponsored

PEP PEPSICO INC10.9K shares-0.64%2025-12-312026-01-22

MCD MCDONALDS CORP5.0K shares9.83%2025-12-312026-01-22

EOG EOG RES INC14.4K shares-24.95%2025-12-312026-01-22

APH AMPHENOL CORP NEW10.9K shares-0.86%2025-12-312026-01-22

GNTX GENTEX CORP62.1K shares3.50%2025-12-312026-01-22

VO VANGUARD INDEX FDS4.8K shares0.00%2025-12-312026-01-22

VEA VANGUARD TAX-MANAGED FDS22.4K shares4.93%2025-12-312026-01-22

NEE NEXTERA ENERGY INC16.7K shares-0.95%2025-12-312026-01-22

Sponsored

ALGN ALIGN TECHNOLOGY INC8.3K shares-2.82%2025-12-312026-01-22

INTU INTUIT1.9K shares0.00%2025-12-312026-01-22

EW EDWARDS LIFESCIENCES CORP14.7K shares-0.14%2025-12-312026-01-22

ABT ABBOTT LABS9.9K shares6.40%2025-12-312026-01-22

VIG VANGUARD SPECIALIZED FUNDS5.6K shares25.04%2025-12-312026-01-22

BROADCOM INC BROADCOM INC3.5K shares-3.02%2025-12-312026-01-22

CSCO CISCO SYS INC15.1K shares9.02%2025-12-312026-01-22

CVX CHEVRON CORP NEW7.6K shares9.85%2025-12-312026-01-22

Sponsored

IWB ISHARES TR3.0K shares12.01%2025-12-312026-01-22

DVY ISHARES TR7.8K shares0.00%2025-12-312026-01-22

VLO VALERO ENERGY CORP6.7K shares11.52%2025-12-312026-01-22

IWD ISHARES TR5.2K shares10.18%2025-12-312026-01-22

DGRO ISHARES TR15.0K shares0.00%2025-12-312026-01-22

IBM INTERNATIONAL BUSINESS MACHS3.4K shares-1.61%2025-12-312026-01-22

AMGN AMGEN INC3.0K shares-0.99%2025-12-312026-01-22

CAT CATERPILLAR INC1.7K shares-8.92%2025-12-312026-01-22

Sponsored

LULU LULULEMON ATHLETICA INC4.6K shares-21.68%2025-12-312026-01-22

VTI VANGUARD INDEX FDS2.8K shares0.00%2025-12-312026-01-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.4K shares-1.09%2025-12-312026-01-22

UNP UNION PAC CORP4.0K shares-4.70%2025-12-312026-01-22

AMP AMERIPRISE FINL INC1.8K shares0.00%2025-12-312026-01-22

PG PROCTER AND GAMBLE CO6.3K shares6.74%2025-12-312026-01-22

QUAL ISHARES TR4.5K shares0.00%2025-12-312026-01-22

KO COCA COLA CO12.7K shares6.19%2025-12-312026-01-22

Sponsored

FDX FEDEX CORP3.0K shares0.00%2025-12-312026-01-22

INTC INTEL CORP23.7K shares8.12%2025-12-312026-01-22

ACIO ETF SER SOLUTIONS19.6K shares0.00%2025-12-312026-01-22

FITB FIFTH THIRD BANCORP18.3K shares-0.46%2025-12-312026-01-22

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares25.88%2025-12-312026-01-22

IJT ISHARES TR5.8K shares-0.09%2025-12-312026-01-22

IDXX IDEXX LABS INC1.2K shares0.00%2025-12-312026-01-22

INVESCO QQQ TR INVESCO QQQ TR1.3K shares0.00%2025-12-312026-01-22

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T17.1K shares0.00%2025-12-312026-01-22

PLTR PALANTIR TECHNOLOGIES INC4.3K shares-6.17%2025-12-312026-01-22

IWO ISHARES TR2.3K shares0.00%2025-12-312026-01-22

BLACKROCK INC BLACKROCK INC611 shares0.00%2025-12-312026-01-22

MERCK & CO INC MERCK & CO INC6.1K shares1.49%2025-12-312026-01-22

IEFA ISHARES TR7.2K shares-4.52%2025-12-312026-01-22

MA MASTERCARD INCORPORATED1.1K shares0.00%2025-12-312026-01-22

AMT AMERICAN TOWER CORP NEW3.7K shares-0.44%2025-12-312026-01-22

Sponsored

NSC NORFOLK SOUTHN CORP2.2K shares23.10%2025-12-312026-01-22

PTLC PACER FDS TR10.9K shares0.00%2025-12-312026-01-22

GLD SPDR GOLD TR1.5K shares-10.42%2025-12-312026-01-22

CL COLGATE PALMOLIVE CO7.1K shares-4.71%2025-12-312026-01-22

FPX FIRST TR EXCHANGE-TRADED FD3.3K shares0.00%2025-12-312026-01-22

PFE PFIZER INC21.6K shares-1.41%2025-12-312026-01-22

ICE INTERCONTINENTAL EXCHANGE IN3.3K shares0.00%2025-12-312026-01-22

PTNQ PACER FDS TR6.7K shares0.00%2025-12-312026-01-22

Sponsored

MTUM ISHARES TR2.1K shares0.00%2025-12-312026-01-22

MU MICRON TECHNOLOGY INC1.8K shares0.00%2025-12-312026-01-22

AMD ADVANCED MICRO DEVICES INC2.3K shares-6.25%2025-12-312026-01-22

MMM 3M CO3.1K shares8.86%2025-12-312026-01-22

ADSK AUTODESK INC1.7K shares-0.60%2025-12-312026-01-22

MPC MARATHON PETE CORP3.0K shares0.00%2025-12-312026-01-22

BIV VANGUARD BD INDEX FDS6.3K shares0.00%2025-12-312026-01-22

PTMC PACER FDS TR13.7K shares0.00%2025-12-312026-01-22

Sponsored

DE DEERE & CO1.0K shares10.67%2025-12-312026-01-22

T AT&T INC19.4K shares11.81%2025-12-312026-01-22

BA BOEING CO2.2K shares4.34%2025-12-312026-01-22

J JACOBS SOLUTIONS INC3.6K shares6.48%2025-12-312026-01-22

IWN ISHARES TR2.6K shares52.04%2025-12-312026-01-22

HON HONEYWELL INTL INC2.3K shares-7.91%2025-12-312026-01-22

IVW ISHARES TR3.7K shares0.00%2025-12-312026-01-22

VV VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-01-22

Sponsored

LGLV SPDR SERIES TRUST2.6K shares0.00%2025-12-312026-01-22

FVD FIRST TR EXCHANGE-TRADED FD9.8K shares0.00%2025-12-312026-01-22

EMR EMERSON ELEC CO3.4K shares24.53%2025-12-312026-01-22

CRM SALESFORCE INC1.7K shares0.00%2025-12-312026-01-22

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.3K shares-7.80%2025-12-312026-01-22

SO SOUTHERN CO4.8K shares7.08%2025-12-312026-01-22

FI FISERV INC6.3K shares-8.28%2025-12-312026-01-22

PM PHILIP MORRIS INTL INC2.6K shares0.39%2025-12-312026-01-22

Sponsored

SDY SPDR SERIES TRUST2.9K shares0.00%2025-12-312026-01-22

PTIN PACER FDS TR12.8K shares0.00%2025-12-312026-01-22

USMV ISHARES TR4.3K shares0.00%2025-12-312026-01-22

MINT PIMCO ETF TR4.0K sharesnew addition2025-12-312026-01-22

ROL ROLLINS INC6.5K shares0.00%2025-12-312026-01-22

NUE NUCOR CORP2.3K shares20.93%2025-12-312026-01-22

ADM ARCHER DANIELS MIDLAND CO6.4K shares0.00%2025-12-312026-01-22

MO ALTRIA GROUP INC6.3K shares7.88%2025-12-312026-01-22

Sponsored

GE AEROSPACE GE AEROSPACE1.2K shares4.68%2025-12-312026-01-22

FAST FASTENAL CO8.6K shares-0.98%2025-12-312026-01-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.9K shares3.83%2025-12-312026-01-22

WMT WALMART INC3.1K shares-14.01%2025-12-312026-01-22

LINDE PLC LINDE PLC799 shares0.00%2025-12-312026-01-22

EMXC ISHARES INC4.6K shares0.00%2025-12-312026-01-22

CEG CONSTELLATION ENERGY CORP921 sharesnew addition2025-12-312026-01-22

SLYG SPDR SERIES TRUST3.5K shares0.00%2025-12-312026-01-22

Sponsored

COP CONOCOPHILLIPS3.5K shares14.98%2025-12-312026-01-22

VZ VERIZON COMMUNICATIONS INC7.8K shares3.87%2025-12-312026-01-22

VYMI VANGUARD WHITEHALL FDS3.5K shares0.00%2025-12-312026-01-22

MEDTRONIC PLC MEDTRONIC PLC3.2K shares1.73%2025-12-312026-01-22

CME CME GROUP INC1.1K shares0.00%2025-12-312026-01-22

TRV TRAVELERS COMPANIES INC1.0K shares0.00%2025-12-312026-01-22

CARR CARRIER GLOBAL CORPORATION5.5K sharesnew addition2025-12-312026-01-22

TTC TORO CO3.6K shares-0.41%2025-12-312026-01-22

Sponsored

IVE ISHARES TR1.3K shares0.00%2025-12-312026-01-22

XMLV INVESCO EXCH TRADED FD TR II4.4K shares0.00%2025-12-312026-01-22

IBHI ISHARES TR11.3K shares0.00%2025-12-312026-01-22

XSLV INVESCO EXCH TRADED FD TR II5.6K shares0.00%2025-12-312026-01-22

VB VANGUARD INDEX FDS1.0K shares0.00%2025-12-312026-01-22

MDY SPDR S&P MIDCAP 400 ETF TR426 shares-1.16%2025-12-312026-01-22

SMDV PROSHARES TR3.9K shares0.00%2025-12-312026-01-22

GWRE GUIDEWIRE SOFTWARE INC1.2K shares-1.34%2025-12-312026-01-22

Sponsored

APD AIR PRODS & CHEMS INC1.0K shares-8.32%2025-12-312026-01-22

BKNG BOOKING HOLDINGS INC46 shares0.00%2025-12-312026-01-22

TM TOYOTA MOTOR CORP1.1K shares0.00%2025-12-312026-01-22

WFC WELLS FARGO CO NEW2.6K shares10.47%2025-12-312026-01-22

TSLA TESLA INC531 shares1.14%2025-12-312026-01-22

OTIS OTIS WORLDWIDE CORP2.7K sharesnew addition2025-12-312026-01-22

JBHT HUNT J B TRANS SVCS INC1.2K sharesnew addition2025-12-312026-01-22

BAC BANK AMERICA CORP3.9K sharesnew addition2025-12-312026-01-22

Sponsored

TGT TARGET CORP2.2K sharesnew addition2025-12-312026-01-22

VUG VANGUARD INDEX FDS427 shares0.00%2025-12-312026-01-22

FTNT FORTINET INC2.6K shares-4.60%2025-12-312026-01-22

PGR PROGRESSIVE CORP893 sharesnew addition2025-12-312026-01-22

HBAN HUNTINGTON BANCSHARES INC11.7K shares0.00%2025-12-312026-01-22

F FORD MTR CO14.6K shares1.39%2025-12-312026-01-22

VRCA VERRICA PHARMACEUTICALS INC17.2K sharesnew addition2025-12-312026-01-22

UFPI UFP INDUSTRIES INC840 shares0.00%2025-12-312026-01-22

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available