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CIK: 0001352547
Total reported value
$1.8B
$1.8B
246 檔
28.4%
At the close of Q1 2025, Legacy Private Trust Co. disclosed equity holdings valued at approximately $1.8B, spread across 246 reported holdings.
In Q1 2025, Legacy Private Trust Co. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 246 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.54% | +0.25% | +8.28% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.34% | +0.03% | +6.58% | |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 5.81% | -1.16% | +39.26% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.65% | +0.03% | -0.01% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.87% | -0.03% | -2.42% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.84% | +0.10% | -22.29% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.08% | -0.02% | -4.66% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.99% | -0.11% | -5.07% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | -0.18% | -3.19% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.74% | +0.03% | -20.25% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.61% | -0.36% | +7.19% | |
| 12 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.56% | +0.02% | +5.63% | |
| 13 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.52% | -0.10% | -0.79% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.34% | +0.16% | -5.46% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.31% | +0.01% | -4.51% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.21% | -0.05% | +10.76% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.16% | — | +3.29% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | -0.02% | -6.96% | |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.08% | -0.02% | -3.60% | |
| 20 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.05% | -0.08% | +9.92% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.05% | +0.07% | -7.36% | |
| 22 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.96% | — | +3.27% | |
| 23 | FISV | Fiserv Inc | Stock-Other | 0.94% | -0.06% | -5.49% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | -0.08% | -10.04% | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 0.80% | -0.02% | -8.50% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.75% | -0.04% | -7.27% | |
| 27 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.75% | -0.07% | +4.28% | |
| 28 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.73% | -0.09% | -9.18% | |
| 29 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.73% | -0.04% | +5.92% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.04% | +1.48% | |
| 31 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 0.69% | -0.04% | +20.69% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.15% | -11.18% | |
| 33 | MCK | Mckesson CORP | Stock-Healthcare | 0.64% | -0.14% | -10.32% | |
| 34 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.62% | -0.04% | -3.41% | |
| 35 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.60% | +0.02% | -5.96% | |
| 36 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.60% | -0.05% | +17.10% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.79% | +6.67% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.16% | +1.26% | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.55% | -0.08% | -2.55% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.08% | -6.43% | |
| 41 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.51% | -0.04% | +1.37% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.51% | -0.03% | -11.16% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.49% | — | -48.15% | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.48% | -0.10% | -4.68% | |
| 45 | OVL | Overlay Shares Large Cap Eq | ETF-Large Cap & Growth | 0.46% | -0.07% | +30.04% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.04% | +3.43% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.44% | +0.02% | -6.88% | |
| 48 | ASB | Associated Banc-corp | Stock-Financials | 0.42% | -0.12% | — | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.42% | +0.02% | +2.10% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.41% | +0.01% | -25.87% |
According to official SEC Form 13F filings, Legacy Private Trust Co. reported a total U.S. public equity portfolio value of $1.8B across 246 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VTI, SPTM) accounted for 28.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $182.5M
During Q1 2025, Legacy Private Trust Co.'s top holdings by market value included IVV (12.5%)、VTI (10.3%)、SPTM (5.8%). The largest single position, IVV, represented 12.5% of total portfolio value.
In Q1 2025, Legacy Private Trust Co. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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