Legacy Private Trust
Latest statistics and disclosures from Legacy Private Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VTI, VEA, ITOT, AGG, and represent 29.50% of Legacy Private Trust's stock portfolio.
- Added to shares of these 10 stocks: SPTM (+$16M), VEA (+$15M), VWO (+$7.4M), EDV (+$7.0M), AGG (+$7.0M), VTI (+$6.0M), VXUS (+$5.2M), JMST, IVV, ITOT.
- Started 12 new stock positions in FFEB, SPSM, PSX, VMC, ADI, BSCR, NEE, CLX, BX, SJM. ADM, SPTM.
- Reduced shares in these 10 stocks: BND (-$20M), VXF (-$11M), JPST (-$7.0M), IJR (-$6.7M), LLY (-$5.8M), FMB (-$5.7M), FXE, XLB, XLF, IBMM.
- Sold out of its positions in ETV, FMAY, GSY, FXE, IWD, PSBQ, PYPL, SPDR DJ Wilshire Small Cap, STT, TSN. VOT, APTV.
- Legacy Private Trust was a net seller of stock by $-26M.
- Legacy Private Trust has $1.2B in assets under management (AUM), dropping by 3.12%.
- Central Index Key (CIK): 0001352547
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Portfolio Holdings for Legacy Private Trust
Legacy Private Trust holds 225 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 11.3 | $137M | 307k | 445.71 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 6.0 | $72M | +9% | 329k | 220.28 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.5 | $67M | +28% | 1.4M | 46.18 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.5 | $42M | +5% | 427k | 97.84 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 3.2 | $39M | +21% | 397k | 97.95 |
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| Apple (AAPL) | 2.9 | $36M | -3% | 184k | 193.97 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.1 | $25M | +3% | 484k | 51.70 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.0 | $25M | -44% | 340k | 72.69 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.0 | $24M | +45% | 582k | 40.68 |
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| Microsoft Corporation (MSFT) | 1.9 | $24M | +2% | 69k | 340.54 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 1.8 | $22M | -10% | 442k | 49.22 |
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| NVIDIA Corporation (NVDA) | 1.6 | $19M | -9% | 46k | 423.02 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.5 | $18M | -38% | 124k | 148.83 |
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| Vanguard World Extended Dur (EDV) | 1.5 | $18M | +62% | 210k | 87.07 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.4 | $17M | +46% | 294k | 56.08 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 1.3 | $16M | NEW | 298k | 54.44 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $16M | -4% | 133k | 119.70 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 1.3 | $15M | +2% | 319k | 47.67 |
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| Amazon (AMZN) | 1.1 | $14M | 103k | 130.36 |
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| Ishares Tr National Mun Etf (MUB) | 1.1 | $13M | -16% | 121k | 106.73 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 1.0 | $13M | 611k | 20.57 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.0 | $13M | +8% | 350k | 35.65 |
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| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.9 | $11M | 523k | 21.17 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.9 | $11M | -10% | 218k | 50.45 |
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| Union Pacific Corporation (UNP) | 0.9 | $11M | 52k | 204.62 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.9 | $11M | 554k | 18.95 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $10M | -2% | 71k | 145.44 |
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| Fiserv (FI) | 0.8 | $10M | -4% | 81k | 126.15 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.8 | $10M | +2% | 509k | 20.13 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $10M | -40% | 100k | 99.65 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.8 | $9.8M | 103k | 94.28 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $9.0M | -4% | 23k | 393.30 |
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| Broadcom (AVGO) | 0.7 | $8.8M | +3% | 10k | 867.43 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.7 | $8.6M | +3% | 434k | 19.75 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.7 | $7.9M | -46% | 158k | 50.14 |
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| Chevron Corporation (CVX) | 0.6 | $7.7M | 49k | 157.35 |
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| McKesson Corporation (MCK) | 0.6 | $7.6M | -3% | 18k | 427.31 |
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| Johnson & Johnson (JNJ) | 0.6 | $7.5M | +7% | 45k | 165.52 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $7.5M | +17% | 18k | 407.28 |
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| Wal-Mart Stores (WMT) | 0.6 | $7.4M | -5% | 47k | 157.18 |
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| Lowe's Companies (LOW) | 0.6 | $7.4M | -3% | 33k | 225.70 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.6 | $7.3M | +3% | 119k | 61.12 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.6 | $7.2M | +15% | 339k | 21.20 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $7.0M | -2% | 133k | 52.37 |
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| McDonald's Corporation (MCD) | 0.6 | $6.9M | +3% | 23k | 298.41 |
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| Ameriprise Financial (AMP) | 0.6 | $6.7M | -3% | 20k | 332.16 |
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| Kimberly-Clark Corporation (KMB) | 0.6 | $6.7M | 49k | 138.06 |
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| Meta Platforms Cl A (META) | 0.5 | $6.6M | -3% | 23k | 286.98 |
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| J P Morgan Exchange Traded F Betabuilders Us (BBAG) | 0.5 | $6.4M | -7% | 139k | 46.18 |
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| Deere & Company (DE) | 0.5 | $6.3M | +4% | 16k | 405.19 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $6.3M | -6% | 12k | 521.75 |
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| Constellation Brands Cl A (STZ) | 0.5 | $6.2M | -4% | 25k | 246.13 |
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| Linde SHS (LIN) | 0.5 | $6.1M | -3% | 16k | 381.08 |
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| ConocoPhillips (COP) | 0.5 | $6.0M | -5% | 58k | 103.61 |
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| Danaher Corporation (DHR) | 0.5 | $5.9M | 25k | 240.00 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $5.4M | 75k | 72.62 |
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| Pfizer (PFE) | 0.4 | $5.3M | 144k | 36.68 |
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| Proshares Tr Large Cap Cre (CSM) | 0.4 | $5.3M | 103k | 51.02 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $5.3M | -10% | 29k | 180.02 |
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| Costco Wholesale Corporation (COST) | 0.4 | $5.2M | -3% | 9.7k | 538.38 |
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| Tesla Motors (TSLA) | 0.4 | $5.2M | +18% | 20k | 261.77 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $4.9M | -2% | 88k | 55.33 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $4.8M | -9% | 18k | 261.48 |
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| Goldman Sachs (GS) | 0.4 | $4.7M | -5% | 15k | 322.54 |
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| Associated Banc- (ASB) | 0.4 | $4.5M | -6% | 277k | 16.23 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $4.5M | +2% | 9.7k | 460.38 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.4 | $4.4M | -10% | 27k | 163.65 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $4.2M | -2% | 57k | 74.33 |
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| Target Corporation (TGT) | 0.3 | $4.1M | -3% | 31k | 131.90 |
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| Ishares Tr Ibonds Dec (IBMM) | 0.3 | $4.1M | -39% | 160k | 25.76 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.3 | $4.0M | -58% | 79k | 50.68 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $3.8M | -2% | 26k | 149.64 |
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| UnitedHealth (UNH) | 0.3 | $3.7M | +128% | 7.8k | 480.64 |
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| Bank of America Corporation (BAC) | 0.3 | $3.7M | -13% | 130k | 28.69 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $3.6M | 55k | 65.44 |
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| Listed Fd Tr Shares Lag Cap (OVL) | 0.3 | $3.6M | +20% | 100k | 35.89 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $3.6M | -40% | 25k | 144.25 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.3 | $3.5M | -3% | 21k | 171.83 |
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| Merck & Co (MRK) | 0.3 | $3.4M | -7% | 29k | 115.39 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.3 | $3.3M | +7% | 89k | 37.69 |
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| Eli Lilly & Co. (LLY) | 0.3 | $3.3M | -63% | 7.1k | 468.98 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $3.2M | 98k | 32.54 |
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| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.3 | $3.2M | -22% | 51k | 62.52 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $3.2M | +1032% | 63k | 50.65 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.3 | $3.2M | +17% | 120k | 26.33 |
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| Cisco Systems (CSCO) | 0.3 | $3.1M | 60k | 51.74 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.3 | $3.1M | -6% | 36k | 86.54 |
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| Public Service Enterprise (PEG) | 0.3 | $3.0M | -17% | 49k | 62.61 |
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| Abbvie (ABBV) | 0.2 | $2.9M | 22k | 134.73 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $2.8M | +13% | 5.8k | 488.99 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.2 | $2.8M | +70% | 27k | 102.90 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $2.8M | -23% | 63k | 44.14 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.7M | +13% | 7.9k | 341.00 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.7M | +20% | 25k | 107.25 |
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| Mettler-Toledo International (MTD) | 0.2 | $2.7M | -2% | 2.1k | 1311.64 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.2 | $2.6M | -63% | 32k | 82.87 |
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| 1ishares Tr Ibonds Dec2023 (IBML) | 0.2 | $2.5M | -45% | 97k | 25.49 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $2.5M | -43% | 24k | 104.04 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $2.3M | -6% | 56k | 41.55 |
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| Walt Disney Company (DIS) | 0.2 | $2.3M | -8% | 26k | 89.28 |
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| salesforce (CRM) | 0.2 | $2.2M | +19% | 10k | 211.26 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $2.2M | -33% | 13k | 173.86 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.2 | $2.1M | NEW | 53k | 38.84 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $2.0M | -28% | 41k | 49.29 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.2 | $2.0M | NEW | 105k | 19.03 |
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| Home Depot (HD) | 0.2 | $2.0M | -6% | 6.4k | 310.64 |
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| Visa Com Cl A (V) | 0.2 | $1.9M | 8.2k | 237.48 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $1.9M | 19k | 97.64 |
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| Abbott Laboratories (ABT) | 0.2 | $1.8M | 17k | 109.02 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.8M | -2% | 4.1k | 443.28 |
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| Us Bancorp Del Com New (USB) | 0.1 | $1.8M | -11% | 54k | 33.04 |
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| BlackRock (BLK) | 0.1 | $1.8M | -14% | 2.6k | 691.14 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.8M | -8% | 16k | 108.87 |
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| Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $1.6M | -36% | 66k | 25.07 |
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| Ishares Tr Ibonds Dec 25 (IBMN) | 0.1 | $1.6M | -36% | 62k | 26.34 |
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| Emerson Electric (EMR) | 0.1 | $1.6M | +38% | 18k | 90.39 |
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| Chubb (CB) | 0.1 | $1.6M | 8.4k | 192.56 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.5M | +100% | 15k | 96.60 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.5M | 4.7k | 308.58 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.1 | $1.4M | -9% | 58k | 25.16 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.4M | 13k | 113.30 |
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| Procter & Gamble Company (PG) | 0.1 | $1.4M | +44% | 9.3k | 151.74 |
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| Nicolet Bankshares (NIC) | 0.1 | $1.3M | -9% | 20k | 67.91 |
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| Pepsi (PEP) | 0.1 | $1.3M | +38% | 7.1k | 185.22 |
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| Ishares Tr Ibonds Dec 26 (IBMO) | 0.1 | $1.3M | -33% | 51k | 25.18 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $1.3M | 8.2k | 156.46 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $1.3M | -30% | 16k | 81.08 |
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| Metropcs Communications (TMUS) | 0.1 | $1.2M | +9% | 8.6k | 138.90 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.2M | -2% | 5.8k | 202.72 |
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| TJX Companies (TJX) | 0.1 | $1.1M | +7% | 14k | 84.79 |
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| Coca-Cola Company (KO) | 0.1 | $1.1M | +21% | 19k | 60.22 |
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| Goldman Sachs Etf Tr Innovat Eq Etf (GINN) | 0.1 | $1.1M | -9% | 23k | 49.13 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.1M | -25% | 5.3k | 198.89 |
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| CSX Corporation (CSX) | 0.1 | $1.1M | +7% | 31k | 34.10 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.0M | 16k | 62.81 |
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| CVS Caremark Corporation (CVS) | 0.1 | $993k | -68% | 14k | 69.13 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $970k | +43% | 12k | 79.03 |
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| AFLAC Incorporated (AFL) | 0.1 | $964k | 14k | 69.80 |
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| Ecolab (ECL) | 0.1 | $964k | -13% | 5.2k | 186.69 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $869k | -50% | 8.4k | 102.94 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $822k | 10k | 79.79 |
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| Wec Energy Group (WEC) | 0.1 | $821k | 9.3k | 88.24 |
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| Moderna (MRNA) | 0.1 | $820k | +15% | 6.7k | 121.50 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $819k | +2% | 1.7k | 478.91 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $813k | 3.3k | 243.74 |
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| Bristol Myers Squibb (BMY) | 0.1 | $790k | 12k | 63.95 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $777k | NEW | 10k | 75.56 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $751k | -7% | 3.4k | 220.16 |
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| Allstate Corporation (ALL) | 0.1 | $731k | -13% | 6.7k | 109.04 |
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| Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) | 0.1 | $726k | +191% | 33k | 21.97 |
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| Honeywell International (HON) | 0.1 | $722k | +26% | 3.5k | 207.50 |
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| Nextera Energy (NEE) | 0.1 | $713k | NEW | 9.6k | 74.20 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $709k | +146% | 9.7k | 72.94 |
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| Advanced Micro Devices (AMD) | 0.1 | $676k | 5.9k | 113.91 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $619k | +174% | 5.6k | 110.77 |
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| Applied Materials (AMAT) | 0.1 | $613k | 4.2k | 144.54 |
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| Air Products & Chemicals (APD) | 0.1 | $612k | 2.0k | 299.53 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $599k | +36% | 9.4k | 63.53 |
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| Capital One Financial (COF) | 0.0 | $596k | -49% | 5.5k | 109.37 |
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| DTE Energy Company (DTE) | 0.0 | $582k | 5.3k | 110.02 |
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| Hp (HPQ) | 0.0 | $580k | 19k | 30.71 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $561k | -45% | 3.4k | 165.40 |
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| 1vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $561k | 5.3k | 106.07 |
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| Wells Fargo & Company (WFC) | 0.0 | $553k | -36% | 13k | 42.68 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $552k | 7.4k | 75.00 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $550k | -3% | 34k | 16.20 |
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| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.0 | $548k | 1.8k | 298.02 |
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| General Dynamics Corporation (GD) | 0.0 | $547k | +5% | 2.5k | 215.15 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $518k | 4.3k | 120.97 |
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| Amgen (AMGN) | 0.0 | $516k | -3% | 2.3k | 222.02 |
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| Stryker Corporation (SYK) | 0.0 | $513k | -9% | 1.7k | 305.09 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $510k | +3% | 3.1k | 162.43 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.0 | $508k | -34% | 22k | 23.51 |
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| Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) | 0.0 | $503k | -34% | 22k | 23.37 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $502k | -76% | 3.5k | 142.10 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $491k | +5% | 7.3k | 67.50 |
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| Host Hotels & Resorts (HST) | 0.0 | $482k | 29k | 16.83 |
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| 3M Company (MMM) | 0.0 | $476k | -8% | 4.8k | 100.09 |
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| Copart (CPRT) | 0.0 | $476k | -48% | 5.2k | 91.21 |
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| General Electric Com New (GE) | 0.0 | $458k | 4.2k | 109.85 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $446k | -3% | 18k | 24.50 |
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| Intel Corporation (INTC) | 0.0 | $439k | +2% | 13k | 33.44 |
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| International Business Machines (IBM) | 0.0 | $437k | +4% | 3.3k | 133.81 |
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| Moody's Corporation (MCO) | 0.0 | $428k | -6% | 1.2k | 347.72 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $417k | -22% | 1.5k | 275.18 |
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| Standex Int'l (SXI) | 0.0 | $403k | 2.9k | 141.47 |
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| Analog Devices (ADI) | 0.0 | $403k | NEW | 2.1k | 194.81 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.0 | $399k | -2% | 22k | 17.95 |
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| Travelers Companies (TRV) | 0.0 | $394k | -6% | 2.3k | 173.66 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $394k | -91% | 12k | 33.71 |
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| Amcor Ord (AMCR) | 0.0 | $383k | 38k | 9.98 |
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| Nike CL B (NKE) | 0.0 | $370k | 3.4k | 110.37 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $369k | 2.1k | 178.27 |
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| Bank First National Corporation (BFC) | 0.0 | $367k | -24% | 4.4k | 83.20 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $352k | +5% | 2.1k | 169.81 |
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| First Tr Exchng Traded Fd Vi Ft Cboe Vest Mar (FMAR) | 0.0 | $350k | +53% | 9.8k | 35.63 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $333k | -21% | 9.9k | 33.65 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $327k | 4.9k | 66.66 |
|
|
| Qualcomm (QCOM) | 0.0 | $316k | 2.7k | 119.04 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $315k | 6.0k | 52.48 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $312k | 1.1k | 282.96 |
|
|
| Verizon Communications (VZ) | 0.0 | $307k | -9% | 8.3k | 37.19 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $307k | 21k | 14.92 |
|
|
| Roper Industries (ROP) | 0.0 | $286k | -24% | 594.00 | 480.80 |
|
| Unilever Spon Adr New (UL) | 0.0 | $277k | +7% | 5.3k | 52.13 |
|
| AutoZone (AZO) | 0.0 | $274k | 110.00 | 2493.35 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $266k | NEW | 1.8k | 147.67 |
|
| Vulcan Materials Company (VMC) | 0.0 | $260k | NEW | 1.2k | 225.44 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $259k | 4.0k | 65.08 |
|
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $252k | -23% | 8.7k | 28.79 |
|
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL) | 0.0 | $247k | -33% | 6.3k | 39.00 |
|
| Corning Incorporated (GLW) | 0.0 | $242k | 6.9k | 35.04 |
|
|
| American Express Company (AXP) | 0.0 | $238k | 1.4k | 174.20 |
|
|
| Philip Morris International (PM) | 0.0 | $237k | 2.4k | 97.62 |
|
|
| Cummins (CMI) | 0.0 | $233k | 950.00 | 245.16 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $233k | -27% | 3.0k | 78.35 |
|
| Plexus (PLXS) | 0.0 | $229k | 2.3k | 98.24 |
|
|
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR) | 0.0 | $224k | 6.8k | 32.81 |
|
|
| Clorox Company (CLX) | 0.0 | $216k | NEW | 1.4k | 159.04 |
|
| Phillips 66 (PSX) | 0.0 | $215k | NEW | 2.3k | 95.38 |
|
| First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) | 0.0 | $213k | NEW | 5.4k | 39.83 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $207k | NEW | 2.2k | 92.97 |
|
| American Tower Reit (AMT) | 0.0 | $204k | -8% | 1.1k | 193.94 |
|
| Grillit (GRLT) | 0.0 | $1.1k | 11M | 0.00 |
|
|
| Sionix (SINX) | 0.0 | $0 | 2.4M | 0.00 |
|
Past Filings by Legacy Private Trust
SEC 13F filings are viewable for Legacy Private Trust going back to 2011
- 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
- Legacy Private Trust 2021 Q1 filed April 9, 2021
- Legacy Private Trust 2020 Q4 filed Jan. 12, 2021
- Legacy Private Trust 2020 Q3 filed Oct. 14, 2020
- Legacy Private Trust 2020 Q2 filed July 9, 2020
- Legacy Private Trust 2020 Q1 filed April 23, 2020
- Legacy Private Trust 2019 Q4 filed Jan. 14, 2020