LP

Legacy Private Trust Co.

13F
Legacy Private Trust Co.
Last update 2024-10-07 233 Stocks (9 new)
Value $1.49 Bil Turnover 4 %
Countries:
Top Holdings: IVV(11.83%)VTI(9.52%)VEA(3.66%)VXF(3.63%)SPTM(2.93%)
Portfolio Report
Summary Stock Picks Current Portfolio
Legacy Private Trust Co. Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
305,158
176021.240
-0.17%
11.830
-0.02%
0.030
+11.40%
+21.33%
545905.122
 
VTI 		Vanguard Total Stock Market ETF
500,350
141679.100
+19.50%
9.520
+1.55%
0.030
+11.80%
+20.27%
423658.824
 
VEA 		Vanguard FTSE Developed Markets ETF
1,031,491
54473.040
-22.31%
3.660
-1.04%
0.040
+6.74%
+6.08%
139217.980
 
VXF 		Vanguard Extended Market Index ETF
297,138
54076.140
+8.04%
3.630
+0.27%
0.270
+14.26%
+13.95%
20492.659
 
SPTM 		SPDR Portfolio S&P 1500 Composite Stock Market ETF
622,920
43641.780
-2.14%
2.930
-0.06%
0.470
+11.36%
+20.56%
9280.885
 
AAPL 		Apple Inc
179,826
41899.460
+1.42%
2.820
+0.04%
0.000
+6.90%
+16.50%
3377630.649
Hardware
NVDA 		NVIDIA Corp
307,447
37336.360
-5.52%
2.510
-0.16%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
AGG 		iShares Core U.S. Aggregate Bond ETF
314,893
31889.210
+2.00%
2.140
+0.04%
0.030
-1.89%
-0.90%
118578.481
 
SCHB 		Schwab U.S. Broad Market ETF
474,401
31557.150
-1.81%
2.120
-0.04%
0.100
+11.86%
+20.42%
31646.483
 
MSFT 		Microsoft Corp
68,981
29682.530
+4.87%
2.000
+0.09%
0.000
+4.32%
+10.02%
3059156.044
Software

Legacy Private Trust Co.'s Historical Top Holdings Breakdowns

Legacy Private Trust Co.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI 		Vanguard Total Stock Market ETF2024-09-30Add
+1.55%
●
255.18 ($272.76) 283.2
$285.30
4.60%
Add 19.5%
500,350
81,648
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30Reduce
-1.04%
●
47.6 ($50.85) 53.31
$50.81
-0.08%
Reduce -22.31%
1,031,491
-296,247
VWO 		Vanguard FTSE Emerging Markets ETF2024-09-30Reduce
-0.55%
●
41.9 ($44.52) 48.26
$47.41
6.49%
Reduce -33.14%
359,921
-178,437
VXF 		Vanguard Extended Market Index ETF2024-09-30Add
+0.27%
●
163.98 ($174.83) 182.92
$187.36
7.17%
Add 8.04%
297,138
22,123
BA 		Boeing Co2024-09-30Reduce
-0.23%
●
152.04 ($171.47) 190.6
$151.00
-11.94%
Reduce -55.32%
14,095
-17,454
PH 		Parker Hannifin Corp2024-09-30New Buy
+0.21%
●
501.01 ($568.12) 635.4
$653.45
15.02%
New holding
4,886
4,886
MCD 		McDonald's Corp2024-09-30Reduce
-0.20%
●
245.82 ($275.62) 304.51
$297.32
7.87%
Reduce -48.78%
11,889
-11,321
GE 		GE Aerospace2024-09-30Add
+0.19%
●
156.66 ($169.43) 189.66
$175.26
3.44%
Add 330.21%
19,454
14,932
BSCT 		Invesco BulletShares 2029 Corporate Bond ETF2024-09-30New Buy
+0.19%
●
18.12 ($18.6) 18.92
$18.46
-0.75%
New holding
150,574
150,574
MUB 		iShares National Muni Bond ETF2024-09-30Reduce
-0.17%
●
106.13 ($107.77) 108.7
$107.30
-0.44%
Reduce -29.91%
53,183
-22,697

Legacy Private Trust Co. Total Holding History ($B)

To

Legacy Private Trust Co.'s Asset Allocation

To

Legacy Private Trust Co. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Legacy Private Trust Co.'s Hypothetical Growth since 2024-09-30

Legacy Private Trust Co.'s Yearly Returns

Year Portfolio % % Excess Gain %

Legacy Private Trust Co.'s Holdings Heat Map

Size field:

Legacy Private Trust Co.'s Holdings Bubble Chart

Legacy Private Trust Co. News

  • 1

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