Legacy Private Trust Co. Q1 2024 Filing
Filed April 10, 2024
Portfolio Value
$1.4T
Holdings
229
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (229 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $159.6M |
VTIVANGUARD INDEX FDS | $109.5M |
VEAVANGUARD TAX-MANAGED FDS | $64.1M |
VXFVANGUARD INDEX FDS | $44.7M |
BNDVANGUARD BALANCED INDEX FD I | $43.0M |
AGGISHARES TR | $32.4M |
AAPLAPPLE INC | $30.7M |
NVDANVIDIA CORPORATION | $29.9M |
SCHBSCHWAB STRATEGIC TR | $29.5M |
MSFTMICROSOFT CORP | $27.5M |
ITOTISHARES TR | $26.0M |
JMBSJANUS DETROIT STR TR | $21.5M |
SPTMSPDR SER TR | $20.9M |
GOOGLALPHABET INC | $19.9M |
VWOVANGUARD INTL EQUITY INDEX F | $18.6M |
AMZNAMAZON COM INC | $18.2M |
ACWXISHARES TR | $17.8M |
BONDPIMCO ETF TR | $14.5M |
BSCOINVESCO EXCH TRD SLF IDX FD | $14.5M |
EDVVANGUARD WORLD FD | $14.4M |
SCHFSCHWAB STRATEGIC TR | $14.3M |
JPMJPMORGAN CHASE & CO | $14.1M |
UNPUNION PAC CORP | $13.7M |
AVGOBROADCOM INC | $13.1M |
BSCPINVESCO EXCH TRD SLF IDX FD | $12.9M |
BSCQINVESCO EXCH TRD SLF IDX FD | $12.3M |
FISVFISERV INC | $11.6M |
VXUS1VANGUARD STAR FDS | $11.2M |
MAMASTERCARD INCORPORATED | $10.6M |
SPHQINVESCO EXCHANGE TRADED FD T | $10.5M |
METAMETA PLATFORMS INC | $10.2M |
JPSTJ P MORGAN EXCHANGE TRADED F | $9.6M |
LLYELI LILLY & CO | $9.2M |
MCKMCKESSON CORP | $8.8M |
IJRISHARES TR | $8.7M |
NOBLPROSHARES TR | $8.7M |
VOOVANGUARD INDEX FDS | $8.5M |
MUBISHARES TR | $8.2M |
LOWLOWES COS INC | $7.9M |
WMTWALMART INC | $7.9M |
IDEVISHARES TR | $7.6M |
JEPIJ P MORGAN EXCHANGE TRADED F | $7.6M |
CVXCHEVRON CORP NEW | $7.5M |
COPCONOCOPHILLIPS | $7.3M |
A4SAMERIPRISE FINL INC | $7.1M |
TMOTHERMO FISHER SCIENTIFIC INC | $6.9M |
SCHXSCHWAB STRATEGIC TR | $6.9M |
IBTHISHARES TR | $6.9M |
IBTIISHARES TR | $6.9M |
COSTCOSTCO WHSL CORP NEW | $6.8M |
LINLINDE PLC | $6.6M |
JNJJOHNSON & JOHNSON | $6.3M |
MCDMCDONALDS CORP | $6.2M |
DHRDANAHER CORPORATION | $6.2M |
KMBKIMBERLY-CLARK CORP | $6.2M |
STZCONSTELLATION BRANDS INC | $6.1M |
CSMPROSHARES TR | $6.1M |
GVIISHARES TR | $6.0M |
SCHDSCHWAB STRATEGIC TR | $5.9M |
ASBASSOCIATED BANC CORP | $5.9M |
IJHISHARES TR | $5.3M |
UNHUNITEDHEALTH GROUP INC | $5.0M |
IBTKISHARES TR | $4.9M |
DYHTARGET CORP | $4.7M |
GSGOLDMAN SACHS GROUP INC | $4.7M |
XLRESELECT SECTOR SPDR TR | $4.6M |
FMBFIRST TR EXCH TRADED FD III | $4.6M |
TXNTEXAS INSTRS INC | $4.4M |
BAC1BANK AMERICA CORP | $4.3M |
BABOEING CO | $4.3M |
BSCUINVESCO EXCH TRD SLF IDX FD | $4.2M |
OVLLISTED FD TR | $4.2M |
LMTLOCKHEED MARTIN CORP | $4.2M |
BSCRINVESCO EXCH TRD SLF IDX FD | $4.1M |
PRFINVESCO EXCHANGE TRADED FD T | $4.1M |
RSPINVESCO EXCHANGE TRADED FD T | $3.9M |
USMVISHARES TR | $3.9M |
PRFZINVESCO EXCHANGE TRADED FD T | $3.9M |
ZROZPIMCO ETF TR | $3.9M |
ACNACCENTURE PLC IRELAND | $3.7M |
ABBVABBVIE INC | $3.7M |
BSCSINVESCO EXCH TRD SLF IDX FD | $3.7M |
BBAGJ P MORGAN EXCHANGE TRADED F | $3.7M |
SPDWSPDR INDEX SHS FDS | $3.6M |
MRKMERCK & CO INC | $3.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.2M |
ADBEADOBE INC | $3.2M |
AZOAUTOZONE INC | $3.2M |
RSPTINVESCO EXCHANGE TRADED FD T | $3.1M |
BSMUINVESCO EXCH TRD SLF IDX FD | $2.9M |
JMSTJ P MORGAN EXCHANGE TRADED F | $2.9M |
XLUSELECT SECTOR SPDR TR | $2.9M |
CBCHUBB LIMITED | $2.8M |
ISTBISHARES TR | $2.7M |
CRMSALESFORCE INC | $2.7M |
HD1HOME DEPOT INC | $2.6M |
MTDMETTLER TOLEDO INTERNATIONAL | $2.6M |
MTUM1ISHARES TR | $2.6M |
CSCOCISCO SYS INC | $2.6M |
XLKSELECT SECTOR SPDR TR | $2.5M |
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