Legacy Trust

Q4 2024 13F Holdings

  • Location
    grand rapids, MI
  • Num holdings

    157

  • Value ($000)

    $430,872

  • Date Filed
    01/23/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

Apple Inc

COM
037833100
$21.41M
5 %

85,502

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$17.23M
4 %

40,880

SPY
SPY

SSgA Funds Management Inc

TR UNIT
78462F103
$15.36M
4 %

26,202

URI
URI

United Rentals Inc

COM
911363109
$13.26M
3 %

18,821

IVV
IVV

ISHARES

CORE S&P500 ETF
464287200
$13.22M
3 %

22,465

PANW
PANW

Palo Alto Networks Inc

COM
697435105
$12.46M
3 %

68,488

V
V

VISA INC

COM CL A
92826C839
$11.76M
3 %

37,224

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$10.36M
2 %

54,713

GWW
GWW

WW Grainger Inc

COM
384802104
$10.07M
2 %

9,550

GS
GS

GOLDMAN SACHS GRP

COM
38141G104
$9.63M
2 %

16,810

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