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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, VEA, VXF, SPTM, and represent 31.59% of Legacy Private Trust's stock portfolio.
Added to shares of these 10 stocks: VTI (+$23M), AVGO (+$16M), VXF, PH, BSCT, GE, CMG, PANW, MSFT, QCOM.
Started 9 new stock positions in DES, CMG, PNC, PLXS, FIS, PANW, NKE, BSCT, PH.
Reduced shares in these 10 stocks: VEA (-$16M), VWO (-$8.5M), MCD, BA, MUB, NVDA, CRM, ACWX, SPTM, BSMU.
Sold out of its positions in ADI, DE, LMBS, INTC, ROP.
Legacy Private Trust was a net buyer of stock by $19M.
Legacy Private Trust has $1.5B in assets under management (AUM), dropping by 5.69%.
Central Index Key (CIK): 0001352547

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Portfolio Holdings for Legacy Private Trust

Legacy Private Trust holds 233 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	11.8	$176M		305k	576.82	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	9.5	$142M	+19%	500k	283.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.7	$55M	-22%	1.0M	52.81	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	3.6	$54M	+8%	297k	181.99	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	2.9	$44M	-2%	623k	70.06	View chart
Apple (AAPL)	2.8	$42M		180k	233.00	View chart
NVIDIA Corporation (NVDA)	2.5	$37M	-5%	307k	121.44	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.1	$32M	+2%	315k	101.27	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.1	$32M		474k	66.52	View chart
Microsoft Corporation (MSFT)	2.0	$30M	+4%	69k	430.30	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.9	$28M		221k	125.62	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.5	$23M		303k	75.11	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	1.5	$22M	-2%	477k	46.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$22M	+2%	133k	165.85	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.4	$20M	+6%	213k	94.61	View chart
Amazon (AMZN)	1.3	$20M	+3%	105k	186.33	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	1.2	$18M	-6%	311k	57.22	View chart
Broadcom (AVGO)	1.2	$17M	+914%	100k	172.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$17M	-33%	360k	47.85	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$16M	-4%	254k	64.74	View chart
Vanguard World Extended Dur (EDV)	1.0	$15M	+3%	193k	79.68	View chart
JPMorgan Chase & Co. (JPM)	1.0	$15M		70k	210.86	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$14M	-2%	349k	41.12	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.9	$14M		662k	21.12	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.9	$13M	+2%	651k	20.65	View chart
Union Pacific Corporation (UNP)	0.9	$13M	-5%	54k	246.48	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.9	$13M	+5%	682k	19.56	View chart
Meta Platforms Cl A (META)	0.8	$12M		22k	572.44	View chart
Fiserv (FI)	0.8	$12M	-4%	68k	179.65	View chart
Mastercard Incorporated Cl A (MA)	0.7	$11M	-2%	21k	493.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$10M	+4%	19k	527.67	View chart
Wal-Mart Stores (WMT)	0.7	$10M	-3%	124k	80.75	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.7	$10M	-4%	148k	67.27	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$10M		196k	50.74	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.6	$9.6M	+7%	90k	106.76	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.6	$9.5M	+6%	420k	22.64	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$9.3M	+2%	80k	116.96	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.6	$9.2M	+8%	408k	22.51	View chart
Lowe's Companies (LOW)	0.6	$8.5M		31k	270.85	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$8.5M	+7%	142k	59.51	View chart
Eli Lilly & Co. (LLY)	0.5	$7.7M	+5%	8.7k	885.94	View chart
Costco Wholesale Corporation (COST)	0.5	$7.7M	-3%	8.6k	886.52	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$7.6M		108k	70.83	View chart
McKesson Corporation (MCK)	0.5	$7.6M	-5%	15k	494.42	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.5	$7.4M	+5%	370k	20.05	View chart
Chevron Corporation (CVX)	0.5	$7.2M	+3%	49k	147.27	View chart
Thermo Fisher Scientific (TMO)	0.5	$7.2M		12k	618.57	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$7.0M	-4%	104k	67.85	View chart
Ameriprise Financial (AMP)	0.5	$6.9M	-5%	15k	469.81	View chart
Danaher Corporation (DHR)	0.5	$6.8M		25k	278.02	View chart
Kimberly-Clark Corporation (KMB)	0.5	$6.8M		48k	142.28	View chart
Proshares Tr Large Cap Cre (CSM)	0.4	$6.4M		98k	65.37	View chart
Linde SHS (LIN)	0.4	$6.3M	-9%	13k	476.86	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$6.1M		72k	84.53	View chart
ConocoPhillips (COP)	0.4	$6.0M	-2%	57k	105.28	View chart
Associated Banc- (ASB)	0.4	$5.9M		272k	21.54	View chart
Johnson & Johnson (JNJ)	0.4	$5.9M	-2%	36k	162.06	View chart
UnitedHealth (UNH)	0.4	$5.8M		9.9k	584.68	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$5.8M	-29%	53k	108.63	View chart
Goldman Sachs (GS)	0.4	$5.5M		11k	495.11	View chart
Constellation Brands Cl A (STZ)	0.4	$5.4M	-4%	21k	257.69	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$5.3M		86k	62.32	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.3	$5.2M	-2%	116k	44.67	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.3	$5.1M	+3%	62k	82.42	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.3	$5.1M	-7%	47k	107.10	View chart
Lockheed Martin Corporation (LMT)	0.3	$5.1M	-6%	8.7k	584.56	View chart
Listed Fd Tr Shares Lag Cap (OVL)	0.3	$5.0M	+7%	107k	46.48	View chart
Texas Instruments Incorporated (TXN)	0.3	$5.0M		24k	206.57	View chart
Bank of America Corporation (BAC)	0.3	$4.9M	+3%	124k	39.68	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	0.3	$4.8M	-3%	93k	51.96	View chart
Abbvie (ABBV)	0.3	$4.8M	+18%	24k	197.48	View chart
1invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.3	$4.7M	+27%	126k	37.70	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$4.2M		46k	91.31	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.3	$4.2M		100k	41.55	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$4.1M		51k	80.78	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.3	$3.9M	-5%	95k	40.63	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$3.9M	-4%	22k	179.16	View chart
AutoZone (AZO)	0.3	$3.8M	+13%	1.2k	3150.04	View chart
Target Corporation (TGT)	0.3	$3.8M	-6%	24k	155.86	View chart
Ge Aerospace Com New (GE)	0.2	$3.7M	+330%	20k	188.58	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$3.7M	+33%	34k	109.33	View chart
McDonald's Corporation (MCD)	0.2	$3.6M	-48%	12k	304.51	View chart
1berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$3.6M		7.9k	460.26	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$3.5M	-3%	10k	353.48	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$3.1M	-11%	83k	37.56	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.2	$3.1M	+18%	32k	96.38	View chart
Public Service Enterprise (PEG)	0.2	$3.1M	-3%	35k	89.21	View chart
Parker-Hannifin Corporation (PH)	0.2	$3.1M	NEW	4.9k	631.82	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$3.1M	+9%	60k	50.94	View chart
Chubb (CB)	0.2	$3.1M		11k	288.39	View chart
Adobe Systems Incorporated (ADBE)	0.2	$3.1M	+2%	5.9k	517.78	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$3.0M	+9%	13k	225.76	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.2	$3.0M		63k	47.32	View chart
TJX Companies (TJX)	0.2	$2.9M	+29%	25k	117.54	View chart
Merck & Co (MRK)	0.2	$2.9M	+2%	26k	113.56	View chart
Mettler-Toledo International (MTD)	0.2	$2.8M	-2%	1.9k	1499.70	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$2.8M	NEW	151k	18.81	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$2.8M	-4%	58k	48.68	View chart
Home Depot (HD)	0.2	$2.8M		6.9k	405.20	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.7M	+7%	23k	117.22	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$2.7M	-3%	58k	45.51	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$2.5M		19k	131.91	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$2.5M	+2%	129k	19.72	View chart
Visa Com Cl A (V)	0.2	$2.5M	+5%	9.2k	274.95	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$2.5M	-6%	12k	202.76	View chart
Procter & Gamble Company (PG)	0.2	$2.4M		14k	173.20	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$2.3M	-6%	136k	16.95	View chart
Cisco Systems (CSCO)	0.2	$2.3M	-15%	43k	53.22	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$2.3M	-17%	40k	57.41	View chart
Chipotle Mexican Grill (CMG)	0.2	$2.3M	NEW	39k	57.62	View chart
Netflix (NFLX)	0.2	$2.3M	+15%	3.2k	709.27	View chart
Amgen (AMGN)	0.2	$2.2M		6.9k	322.21	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$2.2M	+4%	19k	119.61	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$2.2M	-3%	21k	101.87	View chart
Boeing Company (BA)	0.1	$2.1M	-55%	14k	152.04	View chart
Us Bancorp Del Com New (USB)	0.1	$2.1M		46k	45.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$2.1M		3.7k	573.76	View chart
Abbott Laboratories (ABT)	0.1	$2.0M	-10%	17k	114.01	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.1	$2.0M	-31%	88k	22.15	View chart
Emerson Electric (EMR)	0.1	$1.9M	+9%	18k	109.37	View chart
BlackRock (BLK)	0.1	$1.9M	-3%	2.0k	949.51	View chart
Qualcomm (QCOM)	0.1	$1.8M	+246%	11k	170.05	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.8M		12k	151.62	View chart
Nicolet Bankshares (NIC)	0.1	$1.8M		19k	95.63	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.7M		6.6k	263.29	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.7M		13k	135.07	View chart
1vanguard World Mega Cap Index (MGC)	0.1	$1.7M		8.1k	206.64	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$1.7M	-11%	81k	20.56	View chart
Palo Alto Networks (PANW)	0.1	$1.6M	NEW	4.8k	341.80	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.6M		33k	47.53	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.6M	-6%	16k	98.12	View chart
Tesla Motors (TSLA)	0.1	$1.6M	-19%	6.0k	261.63	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	0.1	$1.5M	+23%	30k	52.11	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$1.5M	-7%	64k	23.74	View chart
salesforce (CRM)	0.1	$1.5M	-44%	5.4k	273.71	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.4M		34k	41.77	View chart
AFLAC Incorporated (AFL)	0.1	$1.4M	-10%	12k	111.80	View chart
Walt Disney Company (DIS)	0.1	$1.4M	-3%	14k	96.19	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$1.3M	-8%	17k	77.47	View chart
Advanced Micro Devices (AMD)	0.1	$1.3M	-15%	7.7k	164.08	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$1.2M		49k	25.63	View chart
Metropcs Communications (TMUS)	0.1	$1.2M	-4%	5.9k	206.36	View chart
Ecolab (ECL)	0.1	$1.2M	-4%	4.7k	255.33	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.2M		7.1k	167.19	View chart
Nextera Energy (NEE)	0.1	$1.2M	-2%	14k	84.53	View chart
Wec Energy Group (WEC)	0.1	$1.2M	-4%	12k	96.18	View chart
Invesco Exchange Traded Fd T S&p 500a Eql (RSPC)	0.1	$1.1M	+3%	34k	32.71	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.1M		3.5k	314.39	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.1M	-21%	10k	106.19	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.0M	-18%	12k	83.75	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$991k		14k	71.73	View chart
Coca-Cola Company (KO)	0.1	$974k	-5%	14k	71.86	View chart
CSX Corporation (CSX)	0.1	$972k		28k	34.53	View chart
Allstate Corporation (ALL)	0.1	$963k		5.1k	189.65	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$949k		1.7k	569.66	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$855k	-4%	3.2k	263.83	View chart
Pepsi (PEP)	0.1	$825k	-6%	4.9k	170.05	View chart
General Dynamics Corporation (GD)	0.1	$798k		2.6k	302.20	View chart
Moderna (MRNA)	0.1	$793k	-31%	12k	66.83	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$785k		3.9k	200.78	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$771k		8.0k	96.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$768k	+30%	9.8k	78.05	View chart
Applied Materials (AMAT)	0.1	$765k		3.8k	202.05	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$758k	+5%	7.7k	98.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$696k		3.5k	198.06	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$691k	+25%	4.0k	174.57	View chart
DTE Energy Company (DTE)	0.0	$679k		5.3k	128.41	View chart
Amcor Ord (AMCR)	0.0	$678k	-5%	60k	11.33	View chart
Hp (HPQ)	0.0	$677k		19k	35.87	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$673k		20k	33.71	View chart
International Business Machines (IBM)	0.0	$662k		3.0k	221.08	View chart
Air Products & Chemicals (APD)	0.0	$613k		2.1k	297.74	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$601k		6.5k	91.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.0	$591k	+8%	14k	42.26	View chart
1ishares Tr Ibonds Dec 26 (IBMO)	0.0	$579k		23k	25.66	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.0	$572k		23k	25.45	View chart
Honeywell International (HON)	0.0	$569k		2.8k	206.71	View chart
Stryker Corporation (SYK)	0.0	$557k	-4%	1.5k	361.26	View chart
Moody's Corporation (MCO)	0.0	$551k	-3%	1.2k	474.59	View chart
Copart (CPRT)	0.0	$523k		10k	52.40	View chart
Bristol Myers Squibb (BMY)	0.0	$489k	-14%	9.4k	51.74	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$477k		1.3k	375.38	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$452k	+3%	3.5k	128.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$447k	+13%	1.2k	383.93	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$447k	-12%	8.4k	53.15	View chart
Host Hotels & Resorts (HST)	0.0	$441k		25k	17.60	View chart
Standex Int'l (SXI)	0.0	$433k	-12%	2.4k	182.78	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$426k	+2%	1.8k	237.21	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$419k	+2%	5.0k	83.21	View chart
3M Company (MMM)	0.0	$416k	-9%	3.0k	136.70	View chart
Travelers Companies (TRV)	0.0	$375k		1.6k	234.12	View chart
Vulcan Materials Company (VMC)	0.0	$371k	-5%	1.5k	250.43	View chart
American Express Company (AXP)	0.0	$370k		1.4k	271.20	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$369k	+10%	3.6k	101.65	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.0	$363k		14k	26.66	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$361k		1.8k	200.37	View chart
Alliant Energy Corporation (LNT)	0.0	$353k		5.8k	60.69	View chart
Unilever Spon Adr New (UL)	0.0	$352k		5.4k	64.96	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$348k		2.3k	153.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.0	$342k	-19%	6.8k	50.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$334k		6.9k	48.56	View chart
Bank First National Corporation (BFC)	0.0	$332k		3.7k	90.70	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$331k		5.3k	63.00	View chart
Wells Fargo & Company (WFC)	0.0	$322k	+3%	5.7k	56.49	View chart
Philip Morris International (PM)	0.0	$318k	+2%	2.6k	121.40	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$315k		3.3k	95.81	View chart
Pfizer (PFE)	0.0	$309k	-20%	11k	28.94	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$305k		520.00	586.52	View chart
Cummins (CMI)	0.0	$301k		930.00	323.79	View chart
Corning Incorporated (GLW)	0.0	$289k		6.4k	45.15	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$289k	-52%	3.5k	83.15	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$286k		1.6k	173.67	View chart
Nike CL B (NKE)	0.0	$282k	NEW	3.2k	88.40	View chart
Phillips 66 (PSX)	0.0	$281k	+13%	2.1k	131.45	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$278k		3.1k	90.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.0	$265k	+7%	5.7k	46.51	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$261k	-5%	4.2k	61.54	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$246k	-11%	8.1k	30.23	View chart
American Tower Reit (AMT)	0.0	$246k		1.1k	232.56	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$243k		1.0k	243.06	View chart
Plexus (PLXS)	0.0	$237k	NEW	1.7k	136.71	View chart
Charles Schwab Corporation (SCHW)	0.0	$217k		3.4k	64.81	View chart
Fidelity National Information Services (FIS)	0.0	$217k	NEW	2.6k	83.75	View chart
PNC Financial Services (PNC)	0.0	$217k	NEW	1.2k	184.85	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$213k	NEW	6.2k	34.49	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$213k		3.5k	60.42	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$213k	-16%	2.9k	73.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.0	$208k	-5%	5.1k	40.43	View chart
Gartner (IT)	0.0	$203k	-20%	400.00	506.76	View chart
Neumora Therapeutics (NMRA)	0.0	$132k		10k	13.21	View chart
Akebia Therapeutics (AKBA)	0.0	$16k		12k	1.32	View chart
Grillit (GRLT)	0.0	$3.2k		11M	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 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
Legacy Private Trust 2021 Q1 filed April 9, 2021

View all past filings

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