13F-HR filed by Legacy Trust
Legacy Trust filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-23, with 157 holding rows worth $430,871,956.
- Accession
- 0001772483-25-000001
- Filer
- CIK 1772483
- Filed
- 2025-01-23
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 157 entries on the cover page, a total value of $430,871,956 stated on the cover page (in dollars after the unit check, H1), rows summing to $430,871,956 with VALUE read as dollars as filed, 13F file number 028-23169. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 85,502 | $21,411,411 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 40,880 | $17,230,920 | dollars as filed | |
| SPY | 78462F103 | SHS | 26,202 | $15,356,468 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 18,821 | $13,258,265 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 22,465 | $13,224,909 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 68,488 | $12,462,076 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 37,224 | $11,764,273 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 54,713 | $10,357,171 | dollars as filed | |
| WW GRAINGER INC COM | 384802104 | Stock | 9,550 | $10,066,178 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 16,810 | $9,625,742 | dollars as filed | |
| American Express Company | 025816109 | COM | 31,475 | $9,341,465 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 37,886 | $9,081,653 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 15,273 | $8,942,494 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 45,192 | $8,924,968 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 9,399 | $8,612,022 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 73,847 | $8,508,651 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 39,324 | $8,449,548 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 37,609 | $8,251,039 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 19,738 | $7,106,667 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 20,928 | $6,995,184 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 19,633 | $6,844,064 | dollars as filed | |
| IJH | 464287507 | COM | 109,055 | $6,795,217 | dollars as filed | |
| LENNAR CORP CL A | 526057104 | Stock | 49,481 | $6,747,724 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 30,400 | $6,717,184 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 55,310 | $6,400,473 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 34,329 | $6,396,523 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 41,611 | $6,392,282 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 12,142 | $6,337,638 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 40,922 | $5,918,140 | dollars as filed | |
| DUPONT DE NEMOURS INC COM | 26614N102 | Stock | 64,590 | $4,924,988 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 12,249 | $4,918,953 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 25,772 | $4,744,110 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 54,632 | $4,662,841 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 11,777 | $4,503,643 | dollars as filed | |
| CHEWYINCCLASSCLASSA | 16679L109 | STOK | 128,023 | $4,287,490 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 35,285 | $3,928,985 | dollars as filed | |
| ALLY FINL INC COM | 02005N100 | Stock | 107,720 | $3,878,997 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 28,313 | $3,802,153 | dollars as filed | |
| ALBEMARLE CORP | 012653101 | COM | 40,604 | $3,495,192 | dollars as filed | |
| WYNN RESORTS LTD | 983134107 | COM | 40,464 | $3,486,378 | dollars as filed | |
| INCYTE CORP COM | 45337C102 | Stock | 49,451 | $3,415,581 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 19,721 | $3,286,307 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 26,687 | $3,271,292 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 8,383 | $3,260,903 | dollars as filed | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 14,991 | $3,125,773 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 63,447 | $3,034,670 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 39,580 | $2,781,682 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 34,928 | $2,640,906 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 33,281 | $2,518,373 | dollars as filed | |
| GENTEX CORP COM | 371901109 | Stock | 83,583 | $2,401,340 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 4,326 | $2,248,871 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 13,721 | $2,235,563 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 36,792 | $2,219,293 | dollars as filed | |
| SBA COMMUNICATIONS CORP CL A | 78410G104 | REIT | 10,829 | $2,206,950 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 52,169 | $2,181,708 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 17,623 | $2,129,035 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 8,307 | $1,946,496 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 4,313 | $1,917,905 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 5,182 | $1,911,640 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 9,724 | $1,851,839 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 3,451 | $1,795,314 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,885 | $1,760,993 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 19,540 | $1,727,336 | dollars as filed | |
| ILLUMINA INC | 452327109 | COM | 12,666 | $1,692,558 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 9,929 | $1,509,804 | dollars as filed | |
| FISERV INC | 337738108 | COM | 6,951 | $1,427,874 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 14,226 | $1,298,123 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 3,655 | $1,177,495 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 15,098 | $1,117,705 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 1,677 | $1,053,995 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 14,475 | $1,037,713 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 7,429 | $975,353 | dollars as filed | |
| AMERIPRISE FINL INC COM | 03076C106 | Stock | 1,752 | $932,817 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 19,096 | $913,171 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 7,410 | $908,392 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,138 | $878,536 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 4,695 | $869,185 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 7,864 | $845,930 | dollars as filed | |
| ISHARES TR | 464288802 | ESG OPTIMIZED | 6,792 | $825,839 | dollars as filed | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 2,793 | $803,881 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 11,559 | $802,773 | dollars as filed | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 5,915 | $800,714 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 3,511 | $800,648 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 4,711 | $789,799 | dollars as filed | |
| VTI | 922908769 | COM | 2,630 | $762,200 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 4,106 | $753,081 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 2,671 | $751,432 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,425 | $750,362 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 2,779 | $724,319 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 1,949 | $685,639 | dollars as filed | |
| ETF SER SOLUTIONS | 26922A222 | APTUS COLLRD INV | 16,600 | $667,984 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 4,411 | $657,283 | dollars as filed | |
| FIFTH THIRD BANCORP COM | 316773100 | Stock | 15,418 | $651,873 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 6,913 | $628,461 | dollars as filed | |
| SUN CMNTYS INC COM | 866674104 | REIT | 5,081 | $624,811 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 3,184 | $623,523 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 1,091 | $621,412 | dollars as filed | |
| PACER FDS TR | 69374H105 | TRENDP US LAR CP | 10,903 | $582,656 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 2,519 | $569,017 | dollars as filed | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 3,434 | $563,760 | dollars as filed | |
| FIRST TR VALUE LINE DIVID IN | 33734H106 | SHS | 12,605 | $550,082 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,069 | $546,505 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,871 | $510,177 | dollars as filed | |
| PACER FDS TR | 69374H204 | TRENDP US MID CP | 13,660 | $503,917 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 1,215 | $502,330 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 4,979 | $495,311 | dollars as filed | |
| PACER TRENDPILOT 100 ETF | 69374H303 | ETF | 6,683 | $494,676 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 2,773 | $493,900 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,585 | $459,476 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 3,129 | $453,204 | dollars as filed | |
| ISHARES TR | 46435G268 | RUSEL 2500 ETF | 6,540 | $444,720 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 2,060 | $426,255 | dollars as filed | |
| SPDR SERIES TRUST | 78468R804 | ST STR R1K LOWV | 2,568 | $424,259 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 832 | $420,876 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,701 | $411,863 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 336920103 | US EQTY OPPT ETF | 3,329 | $397,849 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 1,470 | $396,459 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 2,928 | $386,789 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 4,265 | $378,689 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 1,620 | $376,213 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 4,780 | $357,209 | dollars as filed | |
| PACER TRENDPILOT INTERNATIONAL ETF | 69374H683 | ETF | 12,800 | $355,200 | dollars as filed | |
| Linde plc | G54950103 | COM | 799 | $334,517 | dollars as filed | |
| TORO CO | 891092108 | COM | 4,146 | $332,095 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 5,392 | $330,769 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,414 | $327,822 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 12,050 | $319,687 | dollars as filed | |
| FASTENAL CO COM | 311900104 | Stock | 4,441 | $319,352 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 1,234 | $312,893 | dollars as filed | |
| ARCHER DANIELS MIDLAND CO COM | 039483102 | Stock | 6,191 | $312,769 | dollars as filed | |
| SPDR SERIES TRUST | 78464a201 | ST STR SP600GRWO | 3,450 | $311,708 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 746 | $301,265 | dollars as filed | |
| Intel Corp | 458140100 | COM | 14,779 | $296,319 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V597 | RAFI US 1500 | 7,025 | $292,310 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 4,924 | $282,588 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 1,052 | $277,865 | dollars as filed | |
| WATSCO INC COM | 942622200 | Stock | 580 | $274,856 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 2,904 | $274,370 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E198 | S&P MIDCP LOW | 4,414 | $268,459 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G102 | S&P SMLCP LOW | 5,570 | $263,054 | dollars as filed | |
| PROSHARES TR | 74347B698 | RUSS 2000 DIVD | 3,880 | $262,560 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 887 | $259,652 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 3,415 | $258,276 | dollars as filed | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 1,051 | $253,175 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 945 | $248,998 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,832 | $238,580 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 4,014 | $237,629 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,926 | $231,794 | dollars as filed | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | SHS | 5,266 | $221,441 | dollars as filed | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 1,295 | $218,311 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 4,153 | $216,855 | dollars as filed | |
| HUNT J B TRANS SVCS INC COM | 445658107 | Stock | 1,233 | $210,424 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 602 | $206,733 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 1,777 | $200,996 | dollars as filed | |
| HUNTINGTON BANCSHARES INC COM | 446150104 | Stock | 10,184 | $165,694 | dollars as filed | |
| UFP INDUSTRIES INC | 90278Q108 | COM | 1,009 | $113,664 | dollars as filed | |
| VERRICA PHARMACEUTICALS INC | 92511W108 | COM | 6,500 | $4,550 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001772483-25-000001 | this filing | 2025-01-23 | acceptance time not in the bulk data set |