HoldingsChannel.com
Legacy Private Trust Co. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (ITOT) 902,749 +293,639 $65,621
     ITOT902,749+293,639$65,621
ISHARES TR (IVV) 164,178 +27,251 $53,069
     IVV164,178+27,251$53,069
ISHARES TR (AGG) 395,383 +103,878 $44,429
     AGG395,383+103,878$44,429
INVESCO EXCHANGE TRADED FD T (SPHQ) 746,331 -37,391 $27,293
     SPHQ746,331-37,391$27,293
VANGUARD BD INDEX FD INC (BND) 312,929 -292,728 $26,243
     BND312,929-292,728$26,243
ISHARES TR (ACWX) 497,454 +55,198 $24,434
     ACWX497,454+55,198$24,434
VANGUARD INDEX FDS (VTI) 134,781 +11,400 $22,053
     VTI134,781+11,400$22,053
INVESCO EXCHNG TRADED FD TR (SPLV) 367,998 -28,050 $21,469
     SPLV367,998-28,050$21,469
VANGUARD TAX MANAGED INTL FD (VEA) 481,801 +56,497 $21,228
     VEA481,801+56,497$21,228
PROSHARES TR (CSM) 273,800 -24,955 $21,132
     CSM273,800-24,955$21,132
VANGUARD STAR FD (VXUS) 350,162 +97,561 $19,500
     VXUS350,162+97,561$19,500
FISERV INC 157,555 -5,060 $18,218
     FISV157,555-5,060$18,218
INVESCO EXCHANGE TRADED FD T (RSP) 143,591 -2,773 $16,616
     RSP143,591-2,773$16,616
ISHARES TR (MTUM) 126,493 -903 $15,882
     MTUM126,493-903$15,882
ISHARES TR (MUB) 119,945 +100 $13,663
     MUB119,945+100$13,663
APPLE INC 42,708 +4,198 $12,541
     AAPL42,708+4,198$12,541
INVESCO EXCHANGE TRADED FD T (PRFZ) 90,114 -13,957 $12,319
     PRFZ90,114-13,957$12,319
VANGUARD INTL EQUITY INDEX F (VWO) 274,889 -51,702 $12,224
     VWO274,889-51,702$12,224
JPMORGAN CHASE & CO 86,025 -789 $11,991
     JPM86,025-789$11,991
FIRST TR EXCHANG TRADED FD I (FMB) 191,639 +7,167 $10,645
     FMB191,639+7,167$10,645
UNION PACIFIC CORP 56,574 +303 $10,228
     UNP56,574+303$10,228
ALPHABET INC 6,687 +287 $8,957
     GOOGL6,687+287$8,957
ECOLAB INC 45,671 -236 $8,814
     ECL45,671-236$8,814
VANGUARD SCOTTSDALE FDS (VCIT) 96,252 -21,587 $8,790
     VCIT96,252-21,587$8,790
KIMBERLY CLARK CORP 63,444 -130 $8,727
     KMB63,444-130$8,727
SPDR SERIES TRUST (ITE) 276,535 -9,684 $8,553
     ITE276,535-9,684$8,553
MASTERCARD INC 28,450 +23 $8,495
     MA28,450+23$8,495
ASSOCIATED BANC CORP 370,403 +9,541 $8,164
     ASB370,403+9,541$8,164
INVESCO EXCHANGE TRADED FD T (PRF) 63,259 -5,829 $8,016
     PRF63,259-5,829$8,016
DBX ETF TR (HYLB) 154,709 -60,402 $7,793
     HYLB154,709-60,402$7,793
TARGET CORP 60,019 +1,498 $7,695
     TGT60,019+1,498$7,695
DISNEY WALT CO 52,097 -1,266 $7,535
     DIS52,097-1,266$7,535
TEXAS INSTRS INC 58,709 -2,669 $7,532
     TXN58,709-2,669$7,532
ISHARES TR (TLT) 54,413 +20,181 $7,371
     TLT54,413+20,181$7,371
JP MORGAN EXCHANGE TRADED FD (JPST) 142,546 -29,547 $7,189
     JPST142,546-29,547$7,189
VANGUARD SCOTTSDALE FDS (VGIT) 108,012 -9,818 $7,118
     VGIT108,012-9,818$7,118
WALMART INC 56,762 +3,527 $6,745
     WMT56,762+3,527$6,745
INTEL CORP 109,829 -1,167 $6,573
     INTC109,829-1,167$6,573
ARK ETF TR (ARKK) 129,461 +26,960 $6,480
     ARKK129,461+26,960$6,480
VERIZON COMMUNICATIONS INC 105,209 +1,979 $6,460
     VZ105,209+1,979$6,460
CHEVRON CORP NEW 53,329 -175 $6,427
     CVX53,329-175$6,427
AMAZON COM INC 3,333 -93 $6,159
     AMZN3,333-93$6,159
SCHWAB STRATEGIC TR 104,402 -748 $6,047
     SCHD104,402-748$6,047
MICROSOFT CORP 37,992 -1,046 $5,991
     MSFT37,992-1,046$5,991
ALLSTATE CORP 53,165 -285 $5,979
     ALL53,165-285$5,979
THERMO FISHER SCIENTIFIC INC 18,309 -704 $5,948
     TMO18,309-704$5,948
ISHARES TR (IJR) 70,382 -15,459 $5,901
     IJR70,382-15,459$5,901
CONSTELLATION BRANDS INC 30,758 -845 $5,836
     STZ30,758-845$5,836
ISHARES TR (USMV) 88,652 -6,240 $5,816
     USMV88,652-6,240$5,816
METTLER TOLEDO INTERNATIONAL 7,145 -306 $5,668
     MTD7,145-306$5,668

See Full List: All Stocks Held By Legacy Private Trust Co.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Legacy Private Trust Co.

Size ($ in 1000's)
At 12/31/2019: $955,836
At 09/30/2019: $894,152

Legacy Private Trust Co. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Legacy Private Trust Co. 13F filings. Link to 13F filings: SEC filings

Legacy Private Trust Co. Top Holdings 13F Filings | www.HoldingsChannel.com

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