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Legacy Private Trust

Latest statistics and disclosures from Legacy Private Trust's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VTI, SPTM, VXF, VEA, and represent 32.55% of Legacy Private Trust's stock portfolio.
Added to shares of these 10 stocks: SCHB (+$23M), SPTM (+$19M), WFC (+$7.6M), IBTJ (+$7.3M), SCHF (+$6.4M), JPST (+$5.9M), VXUS (+$5.8M), SCHX, AMCR, VTI.
Started 17 new stock positions in XLF, MGEE, JMEE, HYLB, ORLY, Creative Media & Cmnty Tr, Creative Media & Cmnty Tr, IVW, VPU, IWM. DE, CRTDW, BLK, IBTJ, ORCL, RTX, BRK.A.
Reduced shares in these 10 stocks: BND (-$21M), Bsco etf (-$14M), IVV, NVDA, , EDV, ACWX, GVI, BSCU, MRNA.
Sold out of its positions in AMT, BlackRock, FJUN, FMAY, FAPR, Bsco etf, IDV, MRNA, GLD, VGIT. VGLT.
Legacy Private Trust was a net buyer of stock by $73M.
Legacy Private Trust has $1.5B in assets under management (AUM), dropping by 2.75%.
Central Index Key (CIK): 0001352547

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Portfolio Holdings for Legacy Private Trust

Legacy Private Trust holds 239 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	11.6	$177M		300k	588.68	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	9.7	$149M	+2%	514k	289.81	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	4.2	$64M	+43%	892k	71.43	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	3.8	$59M	+3%	308k	189.98	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.3	$50M		1.0M	47.82	View chart
Apple (AAPL)	3.2	$48M	+6%	192k	250.42	View chart
NVIDIA Corporation (NVDA)	2.6	$39M	-4%	293k	134.29	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.2	$33M	+209%	1.5M	22.70	View chart
Microsoft Corporation (MSFT)	2.1	$32M	+8%	75k	421.50	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.0	$30M	-2%	308k	96.90	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.9	$29M	+2%	226k	128.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$25M		134k	189.30	View chart
Amazon (AMZN)	1.5	$23M		105k	219.39	View chart
Broadcom (AVGO)	1.5	$23M		99k	231.84	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	1.4	$22M	+3%	493k	44.18	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.4	$21M	+8%	232k	90.42	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.4	$21M	+38%	352k	58.93	View chart
JPMorgan Chase & Co. (JPM)	1.1	$17M	+3%	72k	239.71	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$16M		361k	44.04	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.0	$16M	+59%	314k	50.37	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	1.0	$15M	-5%	293k	52.16	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.9	$14M	+4%	716k	19.43	View chart
Fiserv (FI)	0.9	$14M	-4%	66k	205.42	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.9	$14M		652k	20.65	View chart
Meta Platforms Cl A (META)	0.9	$13M	+5%	23k	585.51	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$13M	+98%	694k	18.50	View chart
Union Pacific Corporation (UNP)	0.8	$12M		54k	228.04	View chart
Wal-Mart Stores (WMT)	0.8	$12M	+3%	127k	90.35	View chart
Mastercard Incorporated Cl A (MA)	0.7	$11M		21k	526.57	View chart
Vanguard World Extended Dur (EDV)	0.7	$11M	-14%	165k	67.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$11M	+4%	20k	538.81	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.7	$10M	+10%	464k	22.20	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.6	$9.9M	+10%	452k	21.90	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$9.4M	-5%	141k	67.03	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.6	$9.1M	+2%	91k	99.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$9.0M	-2%	78k	115.22	View chart
McKesson Corporation (MCK)	0.6	$8.8M		16k	569.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$8.4M	+3%	146k	57.53	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.5	$8.1M	+14%	424k	19.19	View chart
Wells Fargo & Company (WFC)	0.5	$8.0M	+1901%	114k	70.24	View chart
Costco Wholesale Corporation (COST)	0.5	$7.7M	-2%	8.5k	916.27	View chart
Lowe's Companies (LOW)	0.5	$7.7M		31k	246.80	View chart
Ameriprise Financial (AMP)	0.5	$7.6M	-2%	14k	532.43	View chart
Eli Lilly & Co. (LLY)	0.5	$7.4M	+10%	9.6k	772.00	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$7.3M	+202%	314k	23.18	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.5	$7.3M	NEW	341k	21.33	View chart
Chevron Corporation (CVX)	0.5	$7.0M		48k	144.84	View chart
Ishares Tr Core Msci Intl (IDEV)	0.4	$6.9M		107k	64.47	View chart
Associated Banc- (ASB)	0.4	$6.5M		272k	23.90	View chart
Proshares Tr Large Cap Cre (CSM)	0.4	$6.4M		98k	66.14	View chart
Goldman Sachs (GS)	0.4	$6.2M	-2%	11k	572.62	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$6.2M	+9%	58k	106.55	View chart
Thermo Fisher Scientific (TMO)	0.4	$6.2M		12k	520.23	View chart
Kimberly-Clark Corporation (KMB)	0.4	$6.1M		47k	131.04	View chart
Danaher Corporation (DHR)	0.4	$6.0M	+5%	26k	229.55	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$5.8M	+196%	213k	27.32	View chart
Johnson & Johnson (JNJ)	0.4	$5.7M	+8%	39k	144.62	View chart
Listed Fd Tr Shares Lag Cap (OVL)	0.4	$5.5M	+10%	118k	46.64	View chart
ConocoPhillips (COP)	0.4	$5.5M	-2%	55k	99.17	View chart
Linde SHS (LIN)	0.4	$5.4M		13k	418.67	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.3	$5.3M	+12%	104k	51.01	View chart
Bank of America Corporation (BAC)	0.3	$5.3M	-3%	120k	43.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$5.3M		85k	62.31	View chart
Amcor Ord (AMCR)	0.3	$5.2M	+827%	555k	9.41	View chart
UnitedHealth (UNH)	0.3	$5.2M	+3%	10k	505.86	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.3	$4.9M	+3%	120k	40.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.3	$4.6M		124k	37.42	View chart
Abbvie (ABBV)	0.3	$4.5M	+3%	25k	177.70	View chart
Constellation Brands Cl A (STZ)	0.3	$4.5M	-3%	20k	221.00	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$4.4M	+43%	86k	50.71	View chart
Visa Com Cl A (V)	0.3	$4.3M	+49%	14k	316.04	View chart
Texas Instruments Incorporated (TXN)	0.3	$4.3M	-4%	23k	187.51	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$4.1M	+6%	54k	75.69	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.3	$4.1M	-3%	60k	68.62	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.3	$4.1M	-17%	39k	104.23	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.3	$4.1M	-2%	98k	41.61	View chart
Lockheed Martin Corporation (LMT)	0.3	$4.0M	-4%	8.2k	485.94	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$3.9M	-3%	44k	88.79	View chart
AutoZone (AZO)	0.3	$3.8M		1.2k	3202.00	View chart
Ge Aerospace Com New (GE)	0.2	$3.8M	+16%	23k	166.79	View chart
Parker-Hannifin Corporation (PH)	0.2	$3.8M	+21%	5.9k	636.03	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.2	$3.7M	-3%	92k	40.34	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$3.6M	-4%	21k	175.23	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$3.6M	+30%	75k	47.77	View chart
1berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$3.6M		7.9k	453.28	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$3.5M		10k	351.79	View chart
TJX Companies (TJX)	0.2	$3.4M	+11%	28k	120.81	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.2	$3.4M	+19%	75k	45.18	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$3.3M		33k	99.54	View chart
McDonald's Corporation (MCD)	0.2	$3.3M	-3%	11k	289.89	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$3.3M	+7%	14k	232.52	View chart
Target Corporation (TGT)	0.2	$3.3M		24k	135.18	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.1M	+26%	29k	107.57	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.2	$3.0M	+11%	36k	84.14	View chart
Chubb (CB)	0.2	$2.9M		11k	276.30	View chart
Netflix (NFLX)	0.2	$2.9M	+2%	3.3k	891.32	View chart
Public Service Enterprise (PEG)	0.2	$2.9M		34k	84.49	View chart
Merck & Co (MRK)	0.2	$2.8M	+10%	29k	99.48	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$2.8M		151k	18.34	View chart
Boeing Company (BA)	0.2	$2.7M	+9%	15k	177.00	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$2.7M		19k	139.35	View chart
Home Depot (HD)	0.2	$2.6M		6.8k	388.99	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$2.6M		58k	44.92	View chart
Adobe Systems Incorporated (ADBE)	0.2	$2.6M		5.8k	444.68	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$2.6M	-9%	75k	34.13	View chart
Cisco Systems (CSCO)	0.2	$2.5M		43k	59.20	View chart
Procter & Gamble Company (PG)	0.2	$2.5M	+8%	15k	167.65	View chart
Chipotle Mexican Grill (CMG)	0.2	$2.4M	+2%	40k	60.30	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$2.4M	-5%	12k	206.92	View chart
Tesla Motors (TSLA)	0.2	$2.4M		5.9k	403.84	View chart
Emerson Electric (EMR)	0.2	$2.3M	+6%	19k	123.93	View chart
Mettler-Toledo International (MTD)	0.2	$2.3M		1.9k	1223.68	View chart
Palo Alto Networks (PANW)	0.1	$2.2M	+154%	12k	181.96	View chart
Us Bancorp Del Com New (USB)	0.1	$2.2M		46k	47.83	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$2.1M		3.6k	586.08	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$2.1M	-17%	106k	19.48	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.1M		39k	52.22	View chart
Amgen (AMGN)	0.1	$2.0M	+11%	7.7k	260.64	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$2.0M	-6%	17k	115.55	View chart
Blackrock (BLK)	0.1	$2.0M	NEW	1.9k	1025.11	View chart
Abbott Laboratories (ABT)	0.1	$2.0M		17k	113.11	View chart
Nicolet Bankshares (NIC)	0.1	$2.0M		19k	104.91	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$1.9M		21k	93.06	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.1	$1.9M		88k	21.72	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.9M		33k	56.77	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.9M		12k	159.52	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.8M	+34%	9.5k	190.44	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$1.7M		8.1k	212.66	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.7M	-4%	6.3k	269.70	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.7M		13k	131.29	View chart
salesforce (CRM)	0.1	$1.6M	-8%	4.9k	334.33	View chart
Walt Disney Company (DIS)	0.1	$1.6M	+3%	15k	111.35	View chart
Qualcomm (QCOM)	0.1	$1.6M	-2%	10k	153.62	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$1.5M	-3%	62k	23.57	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$1.5M	+19%	58k	25.18	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$1.4M	-36%	87k	16.37	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	0.1	$1.4M	-10%	27k	53.43	View chart
Metropcs Communications (TMUS)	0.1	$1.3M		5.9k	220.73	View chart
Pepsi (PEP)	0.1	$1.3M	+73%	8.4k	152.06	View chart
AFLAC Incorporated (AFL)	0.1	$1.3M		12k	103.44	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$1.3M	-22%	62k	20.13	View chart
Ecolab (ECL)	0.1	$1.2M	+13%	5.3k	234.32	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.2M	-2%	33k	37.53	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$1.2M	-12%	15k	77.22	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.1M		3.5k	322.16	View chart
Invesco Exchange Traded Fd T S&p 500a Eql (RSPC)	0.1	$1.1M	-4%	33k	34.21	View chart
Wec Energy Group (WEC)	0.1	$1.1M		12k	94.04	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.1M		10k	105.48	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.1M	+36%	5.4k	198.18	View chart
Nextera Energy (NEE)	0.1	$1.1M	+6%	15k	71.69	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.0M	+3%	13k	80.27	View chart
Allstate Corporation (ALL)	0.1	$979k		5.1k	192.79	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$957k		14k	70.00	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$949k		1.7k	569.58	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$896k	-39%	9.7k	92.45	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$883k	+27%	13k	70.28	View chart
Coca-Cola Company (KO)	0.1	$835k		13k	62.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$821k	+19%	4.2k	195.83	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$801k	+8%	8.6k	92.72	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$773k	-9%	2.9k	264.13	View chart
CSX Corporation (CSX)	0.0	$757k	-16%	24k	32.27	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$681k	NEW	1.00	680920.00	View chart
International Business Machines (IBM)	0.0	$675k	+2%	3.1k	219.83	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$667k		7.6k	87.33	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$663k	-96%	9.2k	71.91	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$654k		20k	32.76	View chart
DTE Energy Company (DTE)	0.0	$639k		5.3k	120.75	View chart
General Dynamics Corporation (GD)	0.0	$638k	-8%	2.4k	263.49	View chart
Copart (CPRT)	0.0	$628k	+9%	11k	57.39	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.0	$626k	NEW	10k	60.47	View chart
Honeywell International (HON)	0.0	$621k		2.8k	225.89	View chart
Hp (HPQ)	0.0	$616k		19k	32.63	View chart
Applied Materials (AMAT)	0.0	$606k		3.7k	162.63	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.0	$600k	+6%	24k	25.14	View chart
Air Products & Chemicals (APD)	0.0	$598k		2.1k	290.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.0	$588k	-2%	14k	43.27	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$582k	-2%	6.4k	90.93	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$570k	-14%	3.4k	169.30	View chart
Bristol Myers Squibb (BMY)	0.0	$552k	+3%	9.8k	56.56	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$551k	+8%	1.4k	401.58	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$550k	+69%	2.8k	197.49	View chart
Moody's Corporation (MCO)	0.0	$549k		1.2k	473.37	View chart
Advanced Micro Devices (AMD)	0.0	$535k	-42%	4.4k	120.79	View chart
Stryker Corporation (SYK)	0.0	$516k	-7%	1.4k	360.05	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$478k		1.2k	410.44	View chart
Philip Morris International (PM)	0.0	$474k	+50%	3.9k	120.35	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$446k	-7%	7.8k	57.45	View chart
Standex Int'l (SXI)	0.0	$443k		2.4k	186.99	View chart
Host Hotels & Resorts (HST)	0.0	$432k		25k	17.52	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$421k	-6%	3.3k	127.59	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$421k	-2%	1.8k	240.28	View chart
Vulcan Materials Company (VMC)	0.0	$416k	+9%	1.6k	257.23	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$407k		5.0k	80.93	View chart
American Express Company (AXP)	0.0	$405k		1.4k	296.79	View chart
3M Company (MMM)	0.0	$397k		3.1k	129.09	View chart
Raytheon Technologies Corp (RTX)	0.0	$393k	NEW	3.4k	115.72	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$393k		2.3k	172.42	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$376k	-6%	1.7k	224.35	View chart
Pfizer (PFE)	0.0	$365k	+28%	14k	26.53	View chart
MGE Energy (MGEE)	0.0	$356k	NEW	3.8k	93.96	View chart
Alliant Energy Corporation (LNT)	0.0	$344k		5.8k	59.14	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$344k	-9%	3.3k	104.89	View chart
Travelers Companies (TRV)	0.0	$330k	-14%	1.4k	240.89	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$323k		520.00	621.80	View chart
Cummins (CMI)	0.0	$321k		920.00	348.60	View chart
Phillips 66 (PSX)	0.0	$320k	+31%	2.8k	113.93	View chart
Bank First National Corporation (BFC)	0.0	$313k	-13%	3.2k	99.09	View chart
Unilever Spon Adr New (UL)	0.0	$308k		5.4k	56.70	View chart
Corning Incorporated (GLW)	0.0	$304k		6.4k	47.52	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$302k		5.3k	57.41	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$301k		3.3k	91.68	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$281k	-5%	2.9k	96.81	View chart
Oracle Corporation (ORCL)	0.0	$278k	NEW	1.7k	166.64	View chart
Vanguard World Utilities Etf (VPU)	0.0	$275k	NEW	1.7k	163.42	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.0	$271k	-25%	10k	26.61	View chart
Plexus (PLXS)	0.0	$271k		1.7k	156.48	View chart
Creative Media & Cmnty Tr 5.5% Pfd Ser A	0.0	$250k	NEW	10k	25.00	View chart
Charles Schwab Corporation (SCHW)	0.0	$248k		3.4k	74.01	View chart
Deere & Company (DE)	0.0	$247k	NEW	583.00	423.70	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$244k	-14%	3.0k	81.98	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$240k	NEW	5.0k	48.33	View chart
Nike CL B (NKE)	0.0	$233k	-3%	3.1k	75.67	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$229k	+33%	3.8k	59.73	View chart
PNC Financial Services (PNC)	0.0	$228k		1.2k	192.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$223k	-34%	4.5k	49.77	View chart
Gartner (IT)	0.0	$220k	+13%	455.00	484.47	View chart
O'reilly Automotive (ORLY)	0.0	$216k	NEW	182.00	1185.80	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$212k	NEW	2.1k	101.53	View chart
Fidelity National Information Services (FIS)	0.0	$210k		2.6k	80.77	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$209k		6.1k	34.35	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$209k	NEW	944.00	220.96	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.0	$205k	NEW	5.7k	36.08	View chart
1ishares Tr Ibonds Dec 26 (IBMO)	0.0	$200k	-65%	7.9k	25.46	View chart
Creative Media & Cmnty Tr Pfd Ser A1	0.0	$200k	NEW	8.0k	25.00	View chart
Neumora Therapeutics (NMRA)	0.0	$106k		10k	10.60	View chart
Akebia Therapeutics (AKBA)	0.0	$23k		12k	1.90	View chart
Grillit (GRLT)	0.0	$9.5k		11M	0.00	View chart
Creatd *w Exp 09/15/202 (CRTDW)	0.0	$474.531200	NEW	148k	0.00	View chart
Sionix (SINX)	0.0	$0		2.4M	0.00	View chart

Past Filings by Legacy Private Trust

SEC 13F filings are viewable for Legacy Private Trust going back to 2011

Legacy Private Trust 2024 Q4 filed Jan. 8, 2025
Legacy Private Trust 2024 Q3 filed Oct. 7, 2024
Legacy Private Trust 2024 Q2 filed July 12, 2024
Legacy Private Trust 2024 Q1 filed April 10, 2024
Legacy Private Trust 2023 Q4 filed Jan. 10, 2024
Legacy Private Trust 2023 Q3 filed Oct. 11, 2023
Legacy Private Trust 2023 Q2 filed July 7, 2023
Legacy Private Trust 2023 Q1 filed April 12, 2023
Legacy Private Trust 2022 Q4 restated filed Jan. 19, 2023
Legacy Private Trust 2022 Q4 filed Jan. 6, 2023
Legacy Private Trust 2022 Q3 filed Oct. 6, 2022
Legacy Private Trust 2022 Q2 filed July 7, 2022
Legacy Private Trust 2022 Q1 filed April 11, 2022
Legacy Private Trust 2021 Q4 filed Jan. 12, 2022
Legacy Private Trust 2021 Q3 filed Oct. 12, 2021
Legacy Private Trust 2021 Q2 filed July 9, 2021

View all past filings

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