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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Legacy Private Trust Co. INSTITUTION : Legacy Private Trust Co.
Legacy Private Trust Co. Buys/Sells In Portfolio (reported on 2020-04-23)
Company Ticker Current
Holdings
Previous
Holdings
Sells/Buys % of change
SCHWAB STRATEGIC TR    (US BRD MKT SCHB130,4410
New Buy
New Buy
VANGUARD BD INDEX FDS    (SHORT TRMBSV2,4410
New Buy
New Buy
SCHWAB STRATEGIC TR    (INTL EQTY ESCHF43,9080
New Buy
New Buy
SCHWAB STRATEGIC TR    (US LRG CAP SCHX4,9500
New Buy
New Buy
INVESCO EXCHANGE TRADED FD T    (S&705,0392,999
Added702,040
23409.13%
ISHARES TR    (CORE MSCI INTL)125,9803,315
Added122,665
3700.30%
INVESCO EXCHANGE TRADED FD T    (S&163,4465,398
Added158,048
2927.89%
INVESCO EXCHANGE TRADED FD T    (FT52,1512,894
Added49,257
1702.03%
DBX ETF TR    (XTRACK USD HIGH)109,0006,144
Added102,856
1674.08%
AMCOR PLC    (ORD)99,44910,543
Added88,906
843.27%
SPDR INDEX SHS FDS    (PORTFOLIO DEGWL431,39956,403
Added374,996
664.85%
FIRST TR EXCHNG TRADED FD VI    (VE15,3152,635
Added12,680
481.21%
ISHARES TR    (USA MOMENTUM FCT)136,88440,787
Added96,097
235.60%
J P MORGAN EXCHANGE-TRADED F    (UL167,31652,780
Added114,536
217.00%
BANK FIRST CORP    (COM)BFNC46,39514,845
Added31,550
212.52%
INVESCO EXCHANGE-TRADED FD T    (S&277,37790,114
Added187,263
207.80%
KRANESHARES TR    (BOSERA MSCI CH)KBA27,4999,555
Added17,944
187.79%
INVESCO EXCHANGE-TRADED FD T    (EM123,93249,473
Added74,459
150.50%
APTIV PLC    (SHS)41,08220,303
Added20,779
102.34%
ISHARES TR    (BARCLAYS 7 10 YR)IEF58,91931,326
Added27,593
88.08%
VANGUARD INDEX FDS    (S&P VOO6,7673,766
Added3,001
79.68%
PROSHARES TR    (S&P 500 DVNOBL126,60974,118
Added52,491
70.82%
CONOCOPHILLIPS    (COM)COP40,65024,751
Added15,899
64.23%
HOST HOTELS & RESORTS INC    (COM)HST140,48892,388
Added48,100
52.06%
ALLERGAN PLC    (SHS)AGN12,7288,442
Added4,286
50.76%
ISHARES TR    (20 YR TR BD ETF)TLT81,79754,413
Added27,384
50.32%
NVIDIA CORP    (COM)NVDA18,52812,931
Added5,597
43.28%
CVS HEALTH CORP    (COM)CVS54,17240,047
Added14,125
35.27%
FACEBOOK INC    (CL A)FB21,72216,759
Added4,963
29.61%
ISHARES TR    (CORE S&P SCPIJR89,55370,382
Added19,171
27.23%
VANGUARD INDEX FDS    (TOTAL STK MKVTI167,215134,781
Added32,434
24.06%
ISHARES TR    (CORE S&P500 IVV200,982164,178
Added36,804
22.41%
COUNTY BANCORP INC    (COM)14,88012,724
Added2,156
16.94%
INTERNATIONAL BUSINESS MACHS    (COIBM18,93916,265
Added2,674
16.44%
PFIZER INC    (COM)PFE122,896105,599
Added17,297
16.37%
VANGUARD TAX-MANAGED INTL FD    (FTVEA559,046481,801
Added77,245
16.03%
STANLEY BLACK & DECKER INC    (COM)SWK28,30224,470
Added3,832
15.65%
TRAVELERS COMPANIES INC    (COM)TRV18,82016,456
Added2,364
14.36%
CISCO SYS INC    (COM)CSCO111,30597,778
Added13,527
13.83%
APPLE INC    (COM)AAPL48,56742,708
Added5,859
13.71%
ADVANCE AUTO PARTS INC    (COM)AAP3,1202,745
Added375
13.66%
FIRST TR EXCH TRADED FD III    (MANFMB214,698191,639
Added23,059
12.03%
WALGREENS BOOTS ALLIANCE INC    (COWBA38,44234,439
Added4,003
11.62%
BK OF AMERICA CORP    (COM)BAC129,404117,361
Added12,043
10.26%
PUBLIC SVC ENTERPRISE GRP IN    (COPEG75,72869,080
Added6,648
9.62%
DANAHER CORPORATION    (COM)DHR31,15228,860
Added2,292
7.94%
LOWES COS INC    (COM)LOW38,56635,827
Added2,739
7.64%
SPDR SER TR    (S&P 600 SMLDSC20,02618,814
Added1,212
6.44%
VISA INC    (COM CL A)V8,2457,864
Added381
4.84%
ARK ETF TR    (INNOVATION ETF)ARKK135,467129,461
Added6,006
4.63%
ALPHABET INC    (CAP STK CL A)GOOGL6,9476,687
Added260
3.88%
HP INC    (COM)HPQ78,79776,828
Added1,969
2.56%
COSTCO WHSL CORP NEW    (COM)COST1,1661,137
Added29
2.55%
MCKESSON CORP    (COM)MCK22,94622,496
Added450
2.00%
FIDELITY NATL INFORMATION SV    (COFIS3,5423,477
Added65
1.86%
SPDR GOLD TRUST    (GOLD SHS)GLD3,1353,090
Added45
1.45%
NICOLET BANKSHARES INC    (COM)NCBS24,12823,880
Added248
1.03%
ISHARES TR    (MSCI MIN VOL ETF)USMV89,37988,652
Added727
0.82%
SCHWAB STRATEGIC TR    (US DIVIDENDSCHD104,984104,402
Added582
0.55%
ISHARES TR    (RUS 1000 ETF)IWB3,1793,195
Reduced16
0.50%
DTE ENERGY CO    (COM)DTE9,0779,127
Reduced50
0.54%
GENERAL ELECTRIC CO    (COM)GE54,83055,142
Reduced312
0.56%
COCA COLA CO    (COM)KO16,64516,745
Reduced100
0.59%
VANGUARD SCOTTSDALE FDS    (INT-TERVCIT95,51696,252
Reduced736
0.76%
WISDOMTREE TR    (US QTLY DIV GRT)DGRW5,2555,305
Reduced50
0.94%
PROCTER & GAMBLE CO    (COM)PG5,2545,304
Reduced50
0.94%
MCDONALDS CORP    (COM)MCD4,7744,832
Reduced58
1.20%
TJX COS INC NEW    (COM)TJX9,4359,555
Reduced120
1.25%
1ZOETIS INC    (CL A)ZTS4,8004,871
Reduced71
1.45%
ISHARES TR    (CORE S&P MCPIJH17,74118,008
Reduced267
1.48%
PEPSICO INC    (COM)PEP8,6198,749
Reduced130
1.48%
ROPER TECHNOLOGIES INC    (COM)ROP10,87211,038
Reduced166
1.50%
AMERIPRISE FINL INC    (COM)AMP23,32923,725
Reduced396
1.66%
ADOBE INC    (COM)ADBE3,4683,528
Reduced60
1.70%
CORNING INC    (COM)GLW9,87110,076
Reduced205
2.03%
LILLY ELI & CO    (COM)LLY9,0499,249
Reduced200
2.16%
CONSTELLATION BRANDS INC    (CL A)STZ30,01030,758
Reduced748
2.43%
ASSOCIATED BANC CORP    (COM)ASBC360,762370,403
Reduced9,641
2.60%
ISHARES TR    (INTRM GOV CR ETF)GVI32,50933,388
Reduced879
2.63%
UNION PAC CORP    (COM)UNP55,05156,574
Reduced1,523
2.69%
1BERKSHIRE HATHAWAY INC DEL    (CL BRK/B6,9037,095
Reduced192
2.70%
MICROCHIP TECHNOLOGY INC    (COM)MCHP7,1607,380
Reduced220
2.98%
ABBVIE INC    (COM)ABBV34,55035,625
Reduced1,075
3.01%
3M CO    (COM)MMM5,5125,685
Reduced173
3.04%
GARTNER INC    (COM)IT2,0202,085
Reduced65
3.11%
TYSON FOODS INC    (CL A)TSN41,14942,499
Reduced1,350
3.17%
ISHARES TR    (CORE US AGGBD ET)AGG381,679395,383
Reduced13,704
3.46%
FIRST TR EXCHNG TRADED FD VI    (US16,84017,495
Reduced655
3.74%
VALERO ENERGY CORP    (COM)VLO22,72323,614
Reduced891
3.77%
ISHARES TR    (U.S. TECH ETF)IYW4,5814,770
Reduced189
3.96%
MEDTRONIC PLC    (SHS)MDT2,2952,395
Reduced100
4.17%
VANGUARD SCOTTSDALE FDS    (INTER TVGIT103,283108,012
Reduced4,729
4.37%
EXXON MOBIL CORP    (COM)XOM15,53716,261
Reduced724
4.45%
VANGUARD SPECIALIZED FUNDS    (DIV VIG3,1083,253
Reduced145
4.45%
DISNEY WALT CO    (COM DISNEY)DIS49,68252,097
Reduced2,415
4.63%
ECOLAB INC    (COM)ECL43,44345,671
Reduced2,228
4.87%
SPDR SER TR    (PORTFLI INTRMDIT)ITE262,273276,535
Reduced14,262
5.15%
WALMART INC    (COM)WMT53,78456,762
Reduced2,978
5.24%
JPMORGAN CHASE & CO    (COM)JPM81,16186,025
Reduced4,864
5.65%
INTEL CORP    (COM)INTC103,403109,829
Reduced6,426
5.85%
ISHARES TR    (SELECT DIVID ETF)DVY13,63914,494
Reduced855
5.89%
THERMO FISHER SCIENTIFIC INC    (COTMO17,22218,309
Reduced1,087
5.93%
SPDR S&P 500 ETF TR    (TR UNIT)SPY1,8561,981
Reduced125
6.30%
VERIZON COMMUNICATIONS INC    (COM)VZ98,570105,209
Reduced6,639
6.31%
ISHARES TR    (MSCI ACWI EX US)ACWX464,415497,454
Reduced33,039
6.64%
UNITEDHEALTH GROUP INC    (COM)UNH7,4738,013
Reduced540
6.73%
MASTERCARD INC    (CL A)MA26,46528,450
Reduced1,985
6.97%
1HONEYWELL INTL INC    (COM)HON4,8495,219
Reduced370
7.08%
AMERICAN TOWER CORP NEW    (COM)AMT1,2801,380
Reduced100
7.24%
VANGUARD INDEX FDS    (VALUE ETF)VTV3,4253,700
Reduced275
7.43%
KIMBERLY CLARK CORP    (COM)KMB58,70963,444
Reduced4,735
7.46%
JOHNSON & JOHNSON    (COM)JNJ27,26629,471
Reduced2,205
7.48%
AIR PRODS & CHEMS INC    (COM)APD1,8992,060
Reduced161
7.81%
VANGUARD BD INDEX FDS    (TOTAL BNDBND287,934312,929
Reduced24,995
7.98%
ACCENTURE PLC IRELAND    (SHS CLASSACN10,65311,596
Reduced943
8.13%
US BANCORP DEL    (COM NEW)USB43,88648,289
Reduced4,403
9.11%
MICROSOFT CORP    (COM)MSFT34,51837,992
Reduced3,474
9.14%
ALLSTATE CORP    (COM)ALL47,98453,165
Reduced5,181
9.74%
TARGET CORP    (COM)TGT54,04160,019
Reduced5,978
9.96%
REINSURANCE GRP OF AMERICA I    (CORGA6,7407,490
Reduced750
10.01%
UNITED TECHNOLOGIES CORP    (COM)UTX2,4522,738
Reduced286
10.44%
APPLIED MATLS INC    (COM)AMAT7,4398,319
Reduced880
10.57%
ISHARES TR    (MSCI EAFE ETF)EFA6,6107,476
Reduced866
11.58%
CAPITAL ONE FINL CORP    (COM)COF27,02330,686
Reduced3,663
11.93%
VANGUARD STAR FDS    (VG TL INTL STVXUS304,284350,162
Reduced45,878
13.10%
ISHARES TR    (NATIONAL MUN ETF)MUB103,700119,945
Reduced16,245
13.54%
HOME DEPOT INC    (COM)HD14,24116,618
Reduced2,377
14.30%
VANGUARD INDEX FDS    (EXTEND MKT EVXF14,42216,871
Reduced2,449
14.51%
BROOKFIELD ASSET MGMT INC    (CL A BAM20,00023,562
Reduced3,562
15.11%
CUMMINS INC    (COM)CMI1,8402,175
Reduced335
15.40%
EVEREST RE GROUP LTD    (COM)RE2,1282,523
Reduced395
15.65%
INVESCO ACTIVELY MANAGED ETF    (UL66,33879,274
Reduced12,936
16.31%
ISHARES TR    (RUS 1000 GRW ETF)IWF2,3552,847
Reduced492
17.28%
BEST BUY INC    (COM)BBY18,55122,437
Reduced3,886
17.31%
FISERV INC    (COM)FISV129,901157,555
Reduced27,654
17.55%
PROSHARES TR    (LARGE CAP CRE)CSM225,057273,800
Reduced48,743
17.80%
METTLER TOLEDO INTERNATIONAL    (COMTD5,8377,145
Reduced1,308
18.30%
AMAZON COM INC    (COM)AMZN2,7163,333
Reduced617
18.51%
TEXAS INSTRS INC    (COM)TXN47,49758,709
Reduced11,212
19.09%
ISHARES TR    (IBONDS DEC2021)102,260126,493
Reduced24,233
19.15%
SPDR SER TR    (PORTFOLIO INTRMD)ITR80,918101,414
Reduced20,496
20.21%
1ISHARES TR    (CORE 1 5 YR USD)ISTB39,80750,078
Reduced10,271
20.51%
TELEFLEX INCORPORATED    (COM)TFX690870
Reduced180
20.68%
VANGUARD WHITEHALL FDS    (EMERG MKVWOB54,37068,897
Reduced14,527
21.08%
ISHARES GOLD TRUST    (ISHARES)IAU18,24523,245
Reduced5,000
21.51%
ISHARES TR    (CORE S&P TTLISI701,942902,749
Reduced200,807
22.24%
MERCK & CO. INC    (COM)MRK5,9347,819
Reduced1,885
24.10%
REGAL BELOIT CORP    (COM)RBC5,0006,600
Reduced1,600
24.24%
CHEVRON CORP NEW    (COM)CVX40,34253,329
Reduced12,987
24.35%
INVESCO EXCHANGE-TRADED FD T    (S&47,59963,259
Reduced15,660
24.75%
WISDOMTREE TR    (US SMALLCAP DIVD)DES33,55344,996
Reduced11,443
25.43%
INVESCO EXCHANGE TRADED FD T    (S&2,4473,303
Reduced856
25.91%
BRISTOL-MYERS SQUIBB CO    (COM)BMY22,06529,907
Reduced7,842
26.22%
COMCAST CORP NEW    (CL A)CMCSA6,5098,909
Reduced2,400
26.93%
GENERAL DYNAMICS CORP    (COM)GD10,49814,487
Reduced3,989
27.53%
VANGUARD INTL EQUITY INDEX F    (FTVWO198,704274,889
Reduced76,185
27.71%
ISHARES TR    (1 3 YR TREAS BD)SHY27,81938,828
Reduced11,009
28.35%
INVESCO EXCH TRD SLF IDX FD    (BUL40,78758,412
Reduced17,625
30.17%
VANGUARD WORLD FD    (MEGA CAP INDEMGC11,53016,580
Reduced5,050
30.45%
COPART INC    (COM)CPRT16,65524,731
Reduced8,076
32.65%
MOODYS CORP    (COM)MCO2,5903,879
Reduced1,289
33.23%
BAXTER INTL INC    (COM)BAX5,4238,186
Reduced2,763
33.75%
VANGUARD CHESTER FDS    (TGT RET20511,00717,205
Reduced6,198
36.02%
AFLAC INC    (COM)AFL30,86451,827
Reduced20,963
40.44%
DISCOVER FINL SVCS    (COM)DFS12,82521,813
Reduced8,988
41.20%
SPDR INDEX SHS FDS    (S&P EDIV37,41865,075
Reduced27,657
42.50%
ISHARES TR    (RUSSELL 2000 ETF)IWM2,7614,836
Reduced2,075
42.90%
CSX CORP    (COM)CSX12,98123,322
Reduced10,341
44.34%
HENRY JACK & ASSOC INC    (COM)JKHY2,2204,150
Reduced1,930
46.50%
ISHARES TR    (INTL SEL DIV ETF)IDV59,156110,931
Reduced51,775
46.67%
BROADCOM INC    (COM)4,2358,000
Reduced3,765
47.06%
WEC ENERGY GROUP INC    (COM)11,83723,258
Reduced11,421
49.10%
VANGUARD WHITEHALL FDS    (HIGH DIVVYM9,27418,255
Reduced8,981
49.19%
SELECT SECTOR SPDR TR    (SBI INT-FXLF12,04124,048
Reduced12,007
49.92%
INVESCO EXCHANGE TRADED FD T    (FT54,887143,591
Reduced88,704
61.77%
UGI CORP NEW    (COM)UGI8,78524,241
Reduced15,456
63.75%
CHUBB LIMITED    (COM)CB4,33312,319
Reduced7,986
64.82%
INVESCO EXCH TRD SLF IDX FD    (BUL57,199165,357
Reduced108,158
65.40%
FIRST TR EXCHNG TRADED FD VI    (CB50,500154,709
Reduced104,209
67.35%
ISHARES INC    (CORE MSCI EMKT)IEMG8,59131,926
Reduced23,335
73.09%
CBRE GROUP INC    (CL A)CBG12,84356,743
Reduced43,900
77.36%
INVESCO EXCHANGE-TRADED FD T    (FT59,435367,998
Reduced308,563
83.84%
SELECT SECTOR SPDR TR    (RL EST SE14,015142,546
Reduced128,531
90.16%
INVESCO EXCH TRD SLF IDX FD    (BUL12,900169,990
Reduced157,090
92.41%
ISHARES TR    (SHRT NAT MUN ETF)3,31579,000
Reduced75,685
95.80%
JANUS DETROIT STR TR    (HENDERSON 4,023102,260
Reduced98,237
96.06%
INVESCO EXCHANGE TRADED FD T    (S&5,201746,331
Reduced741,130
99.30%
AMERICAN EXPRESS CO    (COM)AXP02,036
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IHS MARKIT LTD    (SHS)04,700
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VANGUARD INDEX FDS    (SMALL CP ETFVB05,526
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AMERICAN ELEC PWR CO INC    (COM)AEP02,828
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WEC ENERGY GROUP INC    (COM)011,927
Sold Out
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AMCOR PLC    (ORD)0102,449
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APTIV PLC    (SHS)041,479
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ALPHABET INC    (CAP STK CL C)GOOG0155
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BIO TECHNE CORP    (COM)TECH01,500
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BANK MONTREAL QUE    (COM)BMO02,836
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V F CORP    (COM)VFC03,373
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NOVARTIS A G    (SPONSORED ADR)NVS02,800
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NASDAQ INC    (COM)NDAQ09,702
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MARTIN MARIETTA MATLS INC    (COM)MLM01,475
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LKQ CORP    (COM)LKQX011,095
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ONEOK INC NEW    (COM)OKE06,251
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QUALCOMM INC    (COM)QCOM03,154
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PHILIP MORRIS INTL INC    (COM)PM02,410
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PRUDENTIAL FINL INC    (COM)PRU02,653
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PNC FINL SVCS GROUP INC    (COM)PNC01,624
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STANDEX INTL CORP    (COM)SXI03,000
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1ISHARES TR    (RUS 1000 VAL ETF)IWD02,440
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FIRST TR LRGE CP CORE ALPHA    (COMFEX019,837
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F M C CORP    (COM NEW)FMC03,025
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FLIR SYS INC    (COM)FLIR06,780
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EMERSON ELEC CO    (COM)EMR02,848
Sold Out
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FIRST TR SML CP CORE ALPHA F    (COFYX033,523
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GUIDEWIRE SOFTWARE INC    (COM)GWRE05,475
Sold Out
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UDR INC    (COM)UDR05,403
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UMPQUA HLDGS CORP    (COM)UMPQ012,000
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PHILLIPS 66    (COM)PSX02,461
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VANGUARD INDEX FDS    (GROWTH ETF)VUG01,170
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* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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George Soros

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