Legacy Trust
- SEC CIK
- 0001772483
- Latest filing
- Jul 31, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Apr 3, 2023. Long positions only.
- Positions
- 151
- No filing for Q3 2022
- Portfolio value
- $323.9M
- No filing for Q3 2022
Legacy Trust did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FFord Motor Co | Stock | 7,331 | $85.3K | <0.1% | – | – | History |
| ABTAbbott Laboratories | Stock | 1,969 | $216.2K | 0.1% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 884 | $219.3K | 0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 1,405 | $222.6K | 0.1% | – | – | – |
| JBHTHunt J B Transport Services Inc | COM | 1,285 | $224.1K | 0.1% | – | – | History |
| Pacer Trendpilot 100 ETF69374H303 | ETF | 4,583 | $225.6K | 0.1% | – | – | – |
| TGTTarget Corp | Stock | 1,518 | $226.2K | 0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 4,414 | $236.1K | 0.1% | – | – | – |
| DLTRDollar Tree, Inc. | COM | 1,682 | $237.9K | 0.1% | – | – | History |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 3,880 | $238.1K | 0.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,603 | $243.4K | 0.1% | – | – | – |
| TRVTravelers Companies, Inc. | Stock | 1,303 | $244.3K | 0.1% | – | – | History |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 2,788 | $244.9K | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 5,570 | $248.7K | 0.1% | – | – | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 3,450 | $249.2K | 0.1% | – | – | – |
| Vanguard Admiral FDS Inc921932869 | MIDCP 400 GRTH | 1,490 | $252.3K | 0.1% | – | – | – |
| CATCaterpillar Inc | Stock | 1,054 | $252.5K | 0.1% | – | – | History |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 3,329 | $261.9K | 0.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,866 | $261.9K | 0.1% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,585 | $276.1K | 0.1% | – | – | – |
| CVXChevron Corp | Stock | 1,542 | $276.8K | 0.1% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 1,279 | $281.8K | 0.1% | – | – | History |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 3,098 | $282.9K | 0.1% | – | – | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 7,653 | $286.9K | 0.1% | – | – | – |
| ILMNIllumina, Inc. | COM | 1,446 | $292.4K | 0.1% | – | – | History |
| LHLabcorp Holdings Inc. | COM NEW | 1,255 | $295.5K | 0.1% | – | – | History |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 9,560 | $298.4K | 0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 6,278 | $299.1K | 0.1% | – | – | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,060 | $300.6K | 0.1% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,265 | $307.5K | 0.1% | – | – | – |
| Pacer Trendpilot International ETF69374H683 | ETF | 12,800 | $310.4K | 0.1% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,121 | $314.6K | 0.1% | – | – | – |
| IDXXIDEXX Laboratories Inc | COM | 772 | $314.9K | 0.1% | – | – | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,770 | $315.2K | 0.1% | – | – | – |
| VZVerizon Communications Inc | Stock | 8,289 | $326.6K | 0.1% | – | – | History |
| FTNTFortinet, Inc. | Stock | 6,734 | $329.2K | 0.1% | – | – | History |
| CMECME Group Inc. | COM | 1,976 | $332.3K | 0.1% | – | – | History |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 2,568 | $348.3K | 0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 680 | $360.5K | 0.1% | – | – | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,928 | $366.3K | 0.1% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 9,201 | $367.2K | 0.1% | – | – | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 7,400 | $393.2K | 0.1% | – | – | – |
| APHAmphenol Corp | CL A | 5,307 | $404.1K | 0.1% | – | – | History |
| DEDeere & Co | Stock | 956 | $409.9K | 0.1% | – | – | History |
| HBANHuntington Bancshares Inc | COM | 29,195 | $411.6K | 0.1% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,155 | $412.0K | 0.1% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 1,682 | $417.3K | 0.1% | – | – | History |
| LLYEli Lilly & Co | Stock | 1,170 | $428.0K | 0.1% | – | – | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 6,591 | $450.2K | 0.1% | – | – | – |
| ACNAccenture plc | Stock | 1,760 | $469.6K | 0.1% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,062 | $470.2K | 0.1% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 4,661 | $478.2K | 0.1% | – | – | History |
| HONHoneywell International Inc | COM | 2,259 | $484.1K | 0.1% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 4,152 | $500.7K | 0.2% | – | – | – |
| CLColgate Palmolive Co | Stock | 6,421 | $505.9K | 0.2% | – | – | History |
| GLDSPDR Gold Trust | ETF | 3,001 | $509.1K | 0.2% | – | – | History |
| TTCToro Co | COM | 4,509 | $510.4K | 0.2% | – | – | History |
| FITBFifth Third Bancorp | COM | 15,689 | $514.8K | 0.2% | – | – | History |
| AMPAmeriprise Financial Inc | COM | 1,735 | $540.2K | 0.2% | – | – | History |
| ABBVAbbVie Inc. | Stock | 3,364 | $543.7K | 0.2% | – | – | History |
| MCDMcDonalds Corp | Stock | 2,114 | $557.1K | 0.2% | – | – | History |
| BLKBlackRock, Inc. | COM | 802 | $568.3K | 0.2% | – | – | History |
| NVDANVIDIA Corp | Stock | 3,974 | $580.8K | 0.2% | – | – | History |
| ADMArcher-Daniels-Midland Co | Stock | 6,524 | $605.8K | 0.2% | – | – | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,836 | $608.4K | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 4,047 | $613.4K | 0.2% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 5,688 | $627.4K | 0.2% | – | – | History |
| FISVFiserv Inc | Stock | 6,352 | $642.0K | 0.2% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 15,376 | $645.3K | 0.2% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 4,716 | $654.0K | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 5,906 | $655.3K | 0.2% | – | – | History |
| UNPUnion Pacific Corp | Stock | 3,422 | $708.6K | 0.2% | – | – | History |
| FDXFedEx Corp | Stock | 4,138 | $716.7K | 0.2% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,744 | $719.4K | 0.2% | – | – | – |
| MAMastercard Inc | Stock | 2,167 | $753.5K | 0.2% | – | – | History |
| INTCIntel Corp | Stock | 29,071 | $768.3K | 0.2% | – | – | History |
| PFEPfizer Inc | Stock | 15,019 | $769.6K | 0.2% | – | – | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 10,705 | $795.6K | 0.2% | – | – | – |
| AMTAmerican Tower Corp | REIT | 3,854 | $816.5K | 0.3% | – | – | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 9,071 | $980.3K | 0.3% | – | – | – |
| UFPIUfp Industries Inc | COM | 12,885 | $1.02M | 0.3% | – | – | History |
| GOOGAlphabet Inc. | Stock | 12,145 | $1.08M | 0.3% | – | – | History |
| AMGNAmgen Inc | Stock | 4,485 | $1.18M | 0.4% | – | – | History |
| NEENextera Energy Inc | Stock | 14,372 | $1.20M | 0.4% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 16,598 | $1.24M | 0.4% | – | – | History |
| ECLEcolab Inc. | Stock | 8,874 | $1.29M | 0.4% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 4,511 | $1.39M | 0.4% | – | – | History |
| TTWOTake Two Interactive Software Inc | COM | 15,514 | $1.62M | 0.5% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 25,347 | $1.66M | 0.5% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 24,815 | $1.67M | 0.5% | – | – | – |
| ORCLOracle Corp | Stock | 20,491 | $1.67M | 0.5% | – | – | History |
| iShares Tr464287622 | RUS 1000 ETF | 8,103 | $1.71M | 0.5% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 27,675 | $1.71M | 0.5% | – | – | – |
| DISWalt Disney Co | Stock | 19,777 | $1.72M | 0.5% | – | – | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 46,149 | $1.72M | 0.5% | – | – | – |
| ALLYAlly Financial Inc. | Stock | 70,625 | $1.73M | 0.5% | – | – | History |
| ADBEAdobe Inc. | Stock | 5,470 | $1.84M | 0.6% | – | – | History |
| SBUXStarbucks Corp | Stock | 18,914 | $1.88M | 0.6% | – | – | History |
| SPLKSplunk Inc | COM | 21,993 | $1.89M | 0.6% | – | – | History |
| PEPPepsiCo Inc | Stock | 10,773 | $1.95M | 0.6% | – | – | History |