Legacy Trust

Q1 2025 13F Holdings

  • Location
    grand rapids, MI
  • Num holdings

    159

  • Value ($000)

    $414,865

  • Date Filed
    04/16/2025
  • Form type
    13F-HR
  • CIK
    0001772483
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$18.90M
5 %

85,083

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$15.37M
4 %

40,933

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$14.69M
4 %

26,252

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$13.69M
3 %

24,367

V
V

VISA INC

COM CL A
92826C839
$12.98M
3 %

37,037

URI
URI

UNITED RENTALS INC

COM
911363109
$11.76M
3 %

18,760

PANW
PANW

PALO ALTO NETWORKS INC

COM
697435105
$11.68M
3 %

68,460

GWW
GWW

GRAINGER W W INC

COM
384802104
$9.43M
2 %

9,549

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$9.29M
2 %

37,866

GS
GS

GOLDMAN SACHS GROUP INC

COM
38141G104
$9.16M
2 %

16,765

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