Legacy Private Trust
Latest statistics and disclosures from Legacy Private Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VTI, BND, AGG, ACWX, and represent 22.16% of Legacy Private Trust's stock portfolio.
- Added to shares of these 10 stocks: Jp Morgan Exchange Traded Fd fund (+$5.6M), VWO, IVOL, BWX, JMBS, AGG, ACWX, IJR, SWAN, PCY.
- Started 6 new stock positions in MOAT, PLXS, OVL, SINX, PM, FNOV.
- Reduced shares in these 10 stocks: BND (-$6.5M), IVV, TLT, CSM, DFEB, ARKK, FISV, IEF, ITOT, UNP.
- Sold out of its positions in BIIB, DJUL, DJUN, FJUN, DMAY, RPG, BSCN, BSV, Vanguard Target Retirement mutual funds -.
- Legacy Private Trust was a net buyer of stock by $12M.
- Legacy Private Trust has $1.1B in assets under management (AUM), dropping by 4.78%.
- Central Index Key (CIK): 0001352547
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Portfolio Holdings for Legacy Private Trust
Companies in the Legacy Private Trust portfolio as of the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 7.7 | $85M | -4% | 213k | 397.82 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.8 | $42M | 203k | 206.69 | ||
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.8 | $42M | -13% | 491k | 84.72 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 3.5 | $39M | +7% | 344k | 113.83 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 3.4 | $38M | +7% | 692k | 55.18 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.2 | $35M | -2% | 383k | 91.60 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 2.6 | $29M | -2% | 660k | 44.33 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 2.5 | $28M | +2% | 173k | 160.86 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.5 | $27M | +19% | 524k | 52.05 | |
| Apple (AAPL) | 2.1 | $24M | 194k | 122.15 | ||
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.0 | $23M | -2% | 233k | 96.71 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 1.7 | $19M | +2% | 389k | 49.11 | |
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 1.5 | $17M | +6% | 275k | 62.29 | |
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 1.5 | $17M | +8% | 294k | 56.43 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $15M | +21% | 142k | 108.53 | |
| Ark Etf Tr Innovation Etf (ARKK) | 1.3 | $14M | -11% | 120k | 119.95 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $14M | -3% | 6.8k | 2062.56 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.2 | $14M | 388k | 35.36 | ||
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.2 | $14M | -6% | 146k | 93.03 | |
| Amplify Etf Tr Blackswan Grwt (SWAN) | 1.2 | $13M | +23% | 408k | 31.96 | |
| Ishares Tr National Mun Etf (MUB) | 1.2 | $13M | -4% | 112k | 116.05 | |
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 1.2 | $13M | +32% | 242k | 53.06 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.1 | $13M | 200k | 62.70 | ||
| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.0 | $12M | -4% | 133k | 86.26 | |
| Union Pacific Corporation (UNP) | 1.0 | $11M | -8% | 51k | 220.40 | |
| Target Corporation (TGT) | 1.0 | $11M | +5% | 55k | 198.06 | |
| Fiserv (FISV) | 1.0 | $11M | -11% | 91k | 119.04 | |
| NVIDIA Corporation (NVDA) | 0.9 | $9.7M | -2% | 18k | 533.90 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $9.5M | -2% | 63k | 152.23 | |
| J P Morgan Exchange-traded F Us Aggregate | 0.8 | $9.4M | +148% | 349k | 26.85 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.8 | $9.3M | +10% | 182k | 50.75 | |
| Microsoft Corporation (MSFT) | 0.8 | $9.2M | -7% | 39k | 235.76 | |
| Mastercard Incorporated Cl A (MA) | 0.8 | $9.0M | -9% | 25k | 356.06 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.8 | $8.5M | -32% | 63k | 135.46 | |
| Kimberly-Clark Corporation (KMB) | 0.7 | $8.1M | +5% | 59k | 139.04 | |
| Facebook Cl A (FB) | 0.7 | $7.8M | 27k | 294.52 | ||
| Wal-Mart Stores (WMT) | 0.7 | $7.8M | 58k | 135.83 | ||
| Ecolab (ECL) | 0.7 | $7.7M | +4% | 36k | 214.06 | |
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.7 | $7.6M | 236k | 32.08 | ||
| Kraneshares Tr Quadrtc Int Rt (IVOL) | 0.7 | $7.5M | +116% | 263k | 28.58 | |
| Lowe's Companies (LOW) | 0.7 | $7.5M | +2% | 39k | 190.18 | |
| Associated Banc- (ASB) | 0.6 | $7.2M | -3% | 336k | 21.34 | |
| Texas Instruments Incorporated (TXN) | 0.6 | $7.1M | -4% | 37k | 188.99 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.6 | $7.0M | -15% | 62k | 112.94 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $7.0M | -6% | 49k | 141.67 | |
| Amazon (AMZN) | 0.6 | $6.6M | -4% | 2.1k | 3094.30 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.6 | $6.3M | 98k | 64.60 | ||
| Walt Disney Company (DIS) | 0.6 | $6.3M | +2% | 34k | 184.52 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.6 | $6.3M | -3% | 93k | 67.23 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $6.2M | -6% | 85k | 72.92 | |
| Proshares Tr Large Cap Cre (CSM) | 0.6 | $6.1M | -27% | 67k | 91.27 | |
| Thermo Fisher Scientific (TMO) | 0.6 | $6.1M | -5% | 13k | 456.38 | |
| Intel Corporation (INTC) | 0.5 | $6.1M | +5% | 95k | 64.01 | |
| Danaher Corporation (DHR) | 0.5 | $5.9M | 26k | 225.09 | ||
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.5 | $5.8M | +28% | 116k | 49.99 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.5 | $5.8M | -9% | 38k | 151.66 | |
| Stanley Black & Decker (SWK) | 0.5 | $5.7M | +7% | 28k | 199.68 | |
| Constellation Brands Cl A (STZ) | 0.5 | $5.5M | +4% | 24k | 228.02 | |
| Cisco Systems (CSCO) | 0.5 | $5.5M | +7% | 106k | 51.71 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.5 | $5.4M | +15% | 43k | 125.49 | |
| Ameriprise Financial (AMP) | 0.5 | $5.3M | -6% | 23k | 232.43 | |
| Johnson & Johnson (JNJ) | 0.5 | $5.1M | +2% | 31k | 164.34 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.5 | $5.1M | 54k | 96.03 | ||
| 1spdr Ser Tr Blomberg Intl Tr (BWX) | 0.4 | $5.0M | +395% | 171k | 29.14 | |
| Verizon Communications (VZ) | 0.4 | $5.0M | -7% | 86k | 58.15 | |
| Roper Industries (ROP) | 0.4 | $4.9M | +4% | 12k | 403.34 | |
| Allstate Corporation (ALL) | 0.4 | $4.8M | -7% | 42k | 114.90 | |
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.4 | $4.7M | +92% | 177k | 26.77 | |
| Pfizer (PFE) | 0.4 | $4.6M | +8% | 128k | 36.23 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $4.4M | -11% | 64k | 69.18 | |
| First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) | 0.4 | $4.3M | -31% | 130k | 33.19 | |
| Mettler-Toledo International (MTD) | 0.4 | $4.3M | -12% | 3.7k | 1155.72 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $4.2M | +7% | 16k | 260.25 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.4 | $4.2M | -11% | 24k | 176.33 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $4.2M | 12k | 364.27 | ||
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $4.2M | +6% | 111k | 37.62 | |
| McKesson Corporation (MCK) | 0.3 | $3.9M | -5% | 20k | 195.05 | |
| Chevron Corporation (CVX) | 0.3 | $3.8M | +18% | 36k | 104.80 | |
| Public Service Enterprise (PEG) | 0.3 | $3.7M | +22% | 61k | 60.21 | |
| Bank of America Corporation (BAC) | 0.3 | $3.6M | +2% | 93k | 38.69 | |
| Aptiv SHS (APTV) | 0.3 | $3.4M | +37% | 25k | 137.89 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.3 | $3.4M | 29k | 114.85 | ||
| Home Depot (HD) | 0.3 | $3.4M | 11k | 305.28 | ||
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $3.3M | +5% | 19k | 176.93 | |
| Ishares Tr Ibonds Dec2021 (IBMJ) | 0.3 | $3.1M | 122k | 25.71 | ||
| Abbvie (ABBV) | 0.3 | $3.1M | -13% | 29k | 108.22 | |
| Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) | 0.3 | $2.9M | 38k | 77.51 | ||
| Merck & Co (MRK) | 0.3 | $2.9M | +10% | 37k | 77.09 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $2.8M | -4% | 63k | 43.78 | |
| CVS Caremark Corporation (CVS) | 0.2 | $2.7M | +12% | 35k | 75.22 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $2.6M | +2% | 31k | 86.23 | |
| Hp (HPQ) | 0.2 | $2.6M | +18% | 83k | 31.75 | |
| Capital One Financial (COF) | 0.2 | $2.5M | +7% | 19k | 127.24 | |
| Host Hotels & Resorts (HST) | 0.2 | $2.4M | +240% | 143k | 16.85 | |
| UnitedHealth (UNH) | 0.2 | $2.2M | 6.0k | 371.99 | ||
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $2.2M | +5% | 44k | 51.29 | |
| First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) | 0.2 | $2.2M | +253% | 64k | 34.47 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.2 | $2.1M | +5% | 16k | 135.66 | |
| Vaneck Vectors Etf Tr Morningstar Wide (MOAT) | 0.2 | $2.1M | NEW | 30k | 69.29 | |
| Abbott Laboratories (ABT) | 0.2 | $2.1M | -15% | 17k | 119.83 | |
| Stryker Corporation (SYK) | 0.2 | $2.1M | 8.5k | 243.56 | ||
| First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY) | 0.2 | $2.0M | +389% | 58k | 35.22 | |
| Nicolet Bankshares (NCBS) | 0.2 | $2.0M | +3% | 24k | 83.46 | |
| International Business Machines (IBM) | 0.2 | $2.0M | 15k | 133.25 | ||
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.2 | $2.0M | -15% | 64k | 30.55 | |
| First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) | 0.2 | $1.9M | NEW | 51k | 36.55 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.2 | $1.8M | -14% | 51k | 36.24 | |
| First Tr Exchng Traded Fd Vi Vest Us Deep (DAUG) | 0.2 | $1.8M | -2% | 53k | 33.78 | |
| Spdr Ser Tr S&p 600 Sml Cap (SLY) | 0.2 | $1.8M | +8% | 19k | 93.97 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $1.8M | 20k | 90.77 | ||
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.2 | $1.8M | 35k | 50.48 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.7M | -10% | 6.2k | 276.18 | |
| Nike CL B (NKE) | 0.2 | $1.7M | -9% | 13k | 132.86 | |
| Procter & Gamble Company (PG) | 0.2 | $1.7M | -33% | 13k | 135.45 | |
| First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG) | 0.2 | $1.7M | +393% | 47k | 35.94 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.7M | -2% | 6.6k | 255.47 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $1.7M | -36% | 29k | 58.14 | |
| ConocoPhillips (COP) | 0.2 | $1.7M | +27% | 32k | 52.97 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.6M | 18k | 87.68 | ||
| Visa Com Cl A (V) | 0.1 | $1.6M | -2% | 7.5k | 211.77 | |
| Travelers Companies (TRV) | 0.1 | $1.6M | +4% | 11k | 150.44 | |
| Us Bancorp Del Com New (USB) | 0.1 | $1.6M | -4% | 29k | 55.32 | |
| Broadcom (AVGO) | 0.1 | $1.5M | -2% | 3.3k | 463.70 | |
| Eli Lilly & Co. (LLY) | 0.1 | $1.5M | -2% | 8.2k | 186.78 | |
| Listed Fd Tr Shares Lag Cap (OVL) | 0.1 | $1.4M | NEW | 41k | 34.25 | |
| Tyson Foods Cl A (TSN) | 0.1 | $1.3M | +16% | 17k | 74.33 | |
| Vanguard World Mega Cap Index (MGC) | 0.1 | $1.3M | 9.1k | 140.28 | ||
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.2M | -21% | 11k | 114.15 | |
| Pepsi (PEP) | 0.1 | $1.2M | -2% | 8.3k | 141.46 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $1.2M | 13k | 88.71 | ||
| Amcor Ord (AMCR) | 0.1 | $1.2M | 99k | 11.68 | ||
| 3M Company (MMM) | 0.1 | $1.1M | +6% | 5.8k | 192.69 | |
| Walgreen Boots Alliance (WBA) | 0.1 | $1.1M | +71% | 20k | 54.92 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.0M | +9% | 2.6k | 396.42 | |
| Bank First National Corporation (BFC) | 0.1 | $1.0M | 14k | 74.96 | ||
| Wec Energy Group (WEC) | 0.1 | $1.0M | 11k | 93.55 | ||
| Bristol Myers Squibb (BMY) | 0.1 | $1.0M | -7% | 16k | 63.11 | |
| Best Buy (BBY) | 0.1 | $993k | -41% | 8.7k | 114.78 | |
| CSX Corporation (CSX) | 0.1 | $992k | 10k | 96.39 | ||
| AFLAC Incorporated (AFL) | 0.1 | $987k | -7% | 19k | 51.18 | |
| Ishares Tr Ibonds Dec2023 (IBML) | 0.1 | $947k | 36k | 26.16 | ||
| 1ishares Tr Ibonds Dec2022 (IBMK) | 0.1 | $946k | 36k | 26.35 | ||
| McDonald's Corporation (MCD) | 0.1 | $893k | -10% | 4.0k | 224.20 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) | 0.1 | $890k | -23% | 20k | 44.50 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $886k | 4.0k | 221.44 | ||
| Amgen (AMGN) | 0.1 | $876k | -14% | 3.5k | 248.93 | |
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $844k | +62% | 27k | 31.17 | |
| Emerson Electric (EMR) | 0.1 | $835k | +10% | 9.3k | 90.27 | |
| Coca-Cola Company (KO) | 0.1 | $806k | 15k | 52.74 | ||
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $792k | +19% | 25k | 31.48 | |
| DTE Energy Company (DTE) | 0.1 | $787k | 5.9k | 133.16 | ||
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $776k | 1.6k | 475.78 | ||
| Copart (CPRT) | 0.1 | $774k | -7% | 7.1k | 108.56 | |
| Zoetis Cl A (ZTS) | 0.1 | $772k | 4.9k | 157.55 | ||
| Linde SHS (LIN) | 0.1 | $765k | -20% | 2.7k | 280.27 | |
| T. Rowe Price (TROW) | 0.1 | $753k | -32% | 4.4k | 171.68 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $747k | 3.3k | 223.92 | ||
| Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) | 0.1 | $743k | -9% | 35k | 21.12 | |
| Indexiq Etf Tr Hdgd Ftse Intl (HFXI) | 0.1 | $728k | -11% | 31k | 23.90 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $651k | +39% | 5.0k | 131.44 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $649k | 8.3k | 78.38 | ||
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $630k | -10% | 6.2k | 101.14 | |
| Medtronic SHS (MDT) | 0.1 | $628k | -13% | 5.3k | 118.20 | |
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) | 0.1 | $620k | 28k | 22.54 | ||
| Honeywell International (HON) | 0.1 | $619k | 2.9k | 217.19 | ||
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $611k | 5.7k | 107.89 | ||
| General Electric Company (GE) | 0.1 | $581k | -2% | 44k | 13.12 | |
| Advance Auto Parts (AAP) | 0.1 | $572k | 3.1k | 183.33 | ||
| Ishares Core Msci Emkt (IEMG) | 0.1 | $559k | 8.7k | 64.38 | ||
| Moody's Corporation (MCO) | 0.0 | $551k | -12% | 1.8k | 298.48 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $549k | 10k | 53.38 | ||
| Exxon Mobil Corporation (XOM) | 0.0 | $540k | +4% | 9.7k | 55.83 | |
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RYH) | 0.0 | $537k | +4% | 2.0k | 268.37 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $528k | 7.0k | 75.84 | ||
| Regal-beloit Corporation (RBC) | 0.0 | $528k | 3.7k | 142.70 | ||
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $525k | 850.00 | 617.65 | ||
| Air Products & Chemicals (APD) | 0.0 | $520k | 1.8k | 281.23 | ||
| TJX Companies (TJX) | 0.0 | $489k | 7.4k | 66.17 | ||
| Fidelity National Information Services (FIS) | 0.0 | $482k | +8% | 3.4k | 140.48 | |
| General Dynamics Corporation (GD) | 0.0 | $472k | -6% | 2.6k | 181.54 | |
| First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) | 0.0 | $464k | +16% | 14k | 34.10 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $462k | 6.4k | 72.10 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $457k | 3.1k | 147.04 | ||
| Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) | 0.0 | $448k | -15% | 21k | 21.66 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $441k | -26% | 2.8k | 159.84 | |
| Costco Wholesale Corporation (COST) | 0.0 | $440k | +9% | 1.2k | 352.85 | |
| Corning Incorporated (GLW) | 0.0 | $429k | +2% | 9.9k | 43.47 | |
| Applied Materials (AMAT) | 0.0 | $423k | -50% | 3.2k | 133.48 | |
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.0 | $398k | +2% | 12k | 34.05 | |
| Qualcomm (QCOM) | 0.0 | $356k | 2.7k | 132.74 | ||
| Global X Fds Fintech Etf (FINX) | 0.0 | $332k | +4% | 7.5k | 44.12 | |
| Alliant Energy Corporation (LNT) | 0.0 | $325k | -25% | 6.0k | 54.17 | |
| Spdr Ser Tr BLMBRG BRC CNVRT (CWB) | 0.0 | $325k | +2% | 3.9k | 83.42 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $321k | -8% | 155.00 | 2070.97 | |
| County Ban (ICBK) | 0.0 | $321k | 13k | 23.99 | ||
| Chubb (CB) | 0.0 | $319k | -21% | 2.0k | 158.08 | |
| Ishares Tr Ibonds Dec (IBMM) | 0.0 | $317k | 12k | 27.04 | ||
| Unilever Spon Adr New (UL) | 0.0 | $300k | +9% | 5.4k | 55.86 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $298k | 5.2k | 57.25 | ||
| Ishares Gold Tr Ishares | 0.0 | $297k | 18k | 16.28 | ||
| Standex Int'l (SXI) | 0.0 | $287k | 3.0k | 95.67 | ||
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $276k | 21k | 13.41 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $275k | -8% | 1.1k | 257.01 | |
| Plexus (PLXS) | 0.0 | $273k | NEW | 3.0k | 91.92 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $273k | -33% | 1.1k | 243.10 | |
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $273k | -18% | 18k | 15.47 | |
| American Tower Reit (AMT) | 0.0 | $261k | -2% | 1.1k | 239.45 | |
| Globe Life (GL) | 0.0 | $255k | 2.6k | 96.77 | ||
| Cummins (CMI) | 0.0 | $253k | 975.00 | 259.49 | ||
| Baxter International (BAX) | 0.0 | $253k | -23% | 3.0k | 84.47 | |
| Udr (UDR) | 0.0 | $237k | -28% | 5.4k | 43.86 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $215k | -51% | 972.00 | 221.19 | |
| Philip Morris International (PM) | 0.0 | $209k | NEW | 2.4k | 88.94 | |
| Grillit (GRLT) | 0.0 | $21k | 11M | 0.00 | ||
| Sionix (SINX) | 0.0 | $4.0k | NEW | 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 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
- Legacy Private Trust 2019 Q3 filed Oct. 10, 2019
- Legacy Private Trust 2019 Q2 filed July 18, 2019
- Legacy Private Trust 2019 Q1 filed April 11, 2019
- Legacy Private Trust 2018 Q4 filed Jan. 16, 2019
- Legacy Private Trust 2018 Q3 filed Oct. 10, 2018
- Legacy Private Trust 2018 Q2 filed July 13, 2018
- Legacy Private Trust 2018 Q1 filed April 13, 2018
- Legacy Private Trust 2017 Q4 filed Jan. 16, 2018
- Legacy Private Trust 2017 Q3 filed Oct. 13, 2017
- Legacy Private Trust 2017 Q2 filed July 14, 2017