Legacy Bridge
Latest statistics and disclosures from Legacy Bridge's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WTBA, NVDA, AVGO, MSFT, SMCI, and represent 12.60% of Legacy Bridge's stock portfolio.
- Added to shares of these 10 stocks: VRT, TSM, WMT, TM, PLTR, IEMG, CLS, BRK.B, CTRE, IWO.
- Started 35 new stock positions in NU, AGG, TTD, DDOG, PATH, EZU, MELI, SNOW, NVO, SNPS.
- Reduced shares in these 10 stocks: HON, , SMCI, KEY, LLY, EEM, GOOG, DIS, CMI, NVDA.
- Sold out of its positions in CMI, DIS, E, TDTT, HON, EEM, KEY, SCHB, VPL, VB.
- Legacy Bridge was a net seller of stock by $-131k.
- Legacy Bridge has $171M in assets under management (AUM), dropping by 10.77%.
- Central Index Key (CIK): 0001689144
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Portfolio Holdings for Legacy Bridge
Legacy Bridge holds 317 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| West Bancorporation Cap Stk (WTBA) | 3.2 | $5.4M | 304k | 17.83 |
|
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| NVIDIA Corporation (NVDA) | 2.8 | $4.9M | -7% | 5.4k | 903.56 |
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| Broadcom (AVGO) | 2.3 | $4.0M | -7% | 3.0k | 1325.41 |
|
| Microsoft Corporation (MSFT) | 2.2 | $3.7M | 8.8k | 420.72 |
|
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| Super Micro Computer (SMCI) | 2.1 | $3.6M | -22% | 3.6k | 1010.03 |
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| Eli Lilly & Co. (LLY) | 2.0 | $3.3M | -19% | 4.3k | 777.96 |
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| Amazon (AMZN) | 1.8 | $3.1M | 17k | 180.38 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $2.9M | +26% | 6.9k | 420.52 |
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| Eaton Corp SHS (ETN) | 1.7 | $2.9M | 9.2k | 312.68 |
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| Arista Networks (ANET) | 1.6 | $2.7M | 9.4k | 289.98 |
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| Caterpillar (CAT) | 1.5 | $2.6M | 7.1k | 366.43 |
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| Advanced Micro Devices (AMD) | 1.4 | $2.4M | 13k | 180.49 |
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| Williams-Sonoma (WSM) | 1.4 | $2.3M | 7.3k | 317.53 |
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| Lowe's Companies (LOW) | 1.2 | $2.1M | 8.3k | 254.73 |
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| Insight Enterprises (NSIT) | 1.2 | $2.1M | 11k | 185.52 |
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| Home Depot (HD) | 1.2 | $2.0M | +2% | 5.3k | 383.60 |
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| Wal-Mart Stores (WMT) | 1.2 | $2.0M | +214% | 34k | 60.17 |
|
| Costco Wholesale Corporation (COST) | 1.1 | $2.0M | 2.7k | 732.63 |
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| Sterling Construction Company (STRL) | 1.1 | $2.0M | 18k | 110.31 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.1 | $1.9M | 2.0k | 970.47 |
|
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| Parker-Hannifin Corporation (PH) | 1.1 | $1.9M | +3% | 3.4k | 555.79 |
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| Nxp Semiconductors N V (NXPI) | 1.1 | $1.9M | 7.6k | 247.77 |
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| Vertiv Holdings Com Cl A (VRT) | 1.1 | $1.8M | NEW | 23k | 81.67 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $1.8M | 8.5k | 210.30 |
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| Tractor Supply Company (TSCO) | 1.0 | $1.7M | -11% | 6.6k | 261.72 |
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| Qualcomm (QCOM) | 1.0 | $1.7M | 10k | 169.30 |
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| Palo Alto Networks (PANW) | 1.0 | $1.7M | +2% | 6.1k | 284.13 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $1.7M | 8.5k | 200.30 |
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| Deere & Company (DE) | 1.0 | $1.7M | 4.1k | 410.74 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.0 | $1.6M | 29k | 57.86 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $1.6M | +14% | 33k | 50.17 |
|
| Workiva Com Cl A (WK) | 1.0 | $1.6M | -5% | 19k | 84.80 |
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| Valero Energy Corporation (VLO) | 0.9 | $1.6M | 9.4k | 170.69 |
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| Apple (AAPL) | 0.9 | $1.6M | -18% | 9.4k | 171.48 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.9 | $1.6M | +22% | 5.9k | 270.80 |
|
| Intuitive Surgical Com New (ISRG) | 0.9 | $1.6M | 3.9k | 399.09 |
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| Johnson Ctls Intl SHS (JCI) | 0.9 | $1.5M | -7% | 24k | 65.32 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $1.5M | 18k | 84.09 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.9 | $1.5M | -9% | 9.7k | 158.81 |
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| Equinix (EQIX) | 0.9 | $1.5M | 1.8k | 825.33 |
|
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.9 | $1.5M | NEW | 11k | 136.05 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.9 | $1.5M | -4% | 16k | 90.91 |
|
| salesforce (CRM) | 0.9 | $1.5M | 4.9k | 301.18 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.5M | -27% | 9.7k | 152.26 |
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| UnitedHealth (UNH) | 0.9 | $1.5M | 3.0k | 494.70 |
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| Waste Management (WM) | 0.9 | $1.5M | 6.8k | 213.15 |
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| Monster Beverage Corp (MNST) | 0.8 | $1.4M | 24k | 59.28 |
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| Danaher Corporation (DHR) | 0.8 | $1.4M | 5.6k | 249.72 |
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| Toyota Motor Corp Ads (TM) | 0.8 | $1.4M | NEW | 5.5k | 251.68 |
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| Celsius Hldgs Com New (CELH) | 0.8 | $1.4M | 17k | 82.92 |
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| Chevron Corporation (CVX) | 0.8 | $1.4M | -9% | 8.6k | 157.74 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.8 | $1.4M | -2% | 11k | 125.33 |
|
| Digital Realty Trust (DLR) | 0.8 | $1.3M | +4% | 9.1k | 144.04 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $1.3M | 16k | 79.86 |
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| Palantir Technologies Cl A (PLTR) | 0.8 | $1.3M | NEW | 56k | 23.01 |
|
| BlackRock (BLK) | 0.8 | $1.3M | 1.6k | 833.70 |
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| RPM International (RPM) | 0.8 | $1.3M | -2% | 11k | 118.95 |
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| Jacobs Engineering Group (J) | 0.7 | $1.3M | -10% | 8.2k | 153.73 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $1.3M | 21k | 60.30 |
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| Metropcs Communications (TMUS) | 0.7 | $1.3M | 7.7k | 163.22 |
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| Thermo Fisher Scientific (TMO) | 0.7 | $1.3M | 2.2k | 581.21 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.7 | $1.2M | 15k | 81.43 |
|
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| Illinois Tool Works (ITW) | 0.7 | $1.2M | 4.4k | 268.33 |
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| First Solar (FSLR) | 0.6 | $1.1M | -11% | 6.6k | 168.80 |
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.6 | $1.1M | -3% | 20k | 55.02 |
|
| Lululemon Athletica (LULU) | 0.6 | $1.1M | 2.8k | 390.65 |
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| American Tower Reit (AMT) | 0.6 | $1.1M | 5.4k | 197.59 |
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| Stryker Corporation (SYK) | 0.6 | $1.0M | 2.9k | 357.87 |
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| Robert Half International (RHI) | 0.6 | $1.0M | 13k | 79.28 |
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| Pioneer Natural Resources (PXD) | 0.6 | $1.0M | 3.9k | 262.50 |
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| Boston Scientific Corporation (BSX) | 0.6 | $960k | -9% | 14k | 68.49 |
|
| Ishares Core Msci Emkt (IEMG) | 0.6 | $958k | +711% | 19k | 51.60 |
|
| Axon Enterprise (AXON) | 0.5 | $934k | -7% | 3.0k | 312.88 |
|
| Procter & Gamble Company (PG) | 0.5 | $929k | -8% | 5.7k | 162.25 |
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| Morgan Stanley Com New (MS) | 0.5 | $909k | -10% | 9.7k | 94.16 |
|
| Mondelez Intl Cl A (MDLZ) | 0.5 | $867k | 12k | 70.00 |
|
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| Pepsi (PEP) | 0.5 | $852k | 4.9k | 175.01 |
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|
| Workday Cl A (WDAY) | 0.5 | $826k | 3.0k | 272.75 |
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|
| Celestica Sub Vtg Shs (CLS) | 0.5 | $824k | NEW | 18k | 44.94 |
|
| Qorvo (QRVO) | 0.5 | $798k | -10% | 6.9k | 114.83 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $777k | 6.8k | 114.14 |
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| Nextera Energy (NEE) | 0.4 | $762k | -5% | 12k | 63.91 |
|
| H&R Block (HRB) | 0.4 | $750k | 15k | 49.11 |
|
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| Union Pacific Corporation (UNP) | 0.4 | $746k | -13% | 3.0k | 245.93 |
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| Rio Tinto Sponsored Adr (RIO) | 0.4 | $703k | 11k | 63.74 |
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| McDonald's Corporation (MCD) | 0.4 | $685k | 2.4k | 281.95 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $677k | 16k | 41.77 |
|
|
| ConocoPhillips (COP) | 0.4 | $659k | +10% | 5.2k | 127.28 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $654k | -16% | 1.9k | 346.61 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $609k | -4% | 12k | 51.28 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $595k | 12k | 49.24 |
|
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $560k | 14k | 39.02 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $554k | -24% | 1.2k | 480.70 |
|
| TJX Companies (TJX) | 0.3 | $548k | -5% | 5.4k | 101.42 |
|
| Caretrust Reit (CTRE) | 0.3 | $543k | NEW | 22k | 24.37 |
|
| Intuit (INTU) | 0.3 | $525k | +2% | 807.00 | 650.00 |
|
| Constellation Brands Cl A (STZ) | 0.3 | $507k | -5% | 1.9k | 271.76 |
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| Goldman Sachs (GS) | 0.3 | $497k | -18% | 1.2k | 417.69 |
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| Crown Castle Intl (CCI) | 0.3 | $491k | 4.6k | 105.83 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $455k | -13% | 3.9k | 116.24 |
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| Nike CL B (NKE) | 0.3 | $452k | 4.8k | 93.98 |
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| Canadian Pacific Kansas City (CP) | 0.3 | $448k | -4% | 5.1k | 88.17 |
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| Cme (CME) | 0.3 | $435k | -11% | 2.0k | 215.29 |
|
| Meta Platforms Cl A (META) | 0.3 | $433k | +4% | 891.00 | 485.58 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $414k | 4.9k | 84.44 |
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| Skechers U S A Cl A (SKX) | 0.2 | $397k | 6.5k | 61.26 |
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| Wells Fargo & Company (WFC) | 0.2 | $361k | 6.2k | 57.96 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $358k | -29% | 2.4k | 150.93 |
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| Edwards Lifesciences (EW) | 0.2 | $358k | -9% | 3.7k | 95.56 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $344k | 657.00 | 523.07 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $340k | +425% | 5.6k | 60.74 |
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| Abbott Laboratories (ABT) | 0.2 | $335k | 3.0k | 113.66 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $329k | -3% | 723.00 | 454.87 |
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| Coca-Cola Company (KO) | 0.2 | $329k | -14% | 5.4k | 61.18 |
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| Merck & Co (MRK) | 0.2 | $318k | 2.4k | 131.95 |
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| Cisco Systems (CSCO) | 0.2 | $312k | 6.3k | 49.91 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $300k | 1.9k | 155.91 |
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| Pfizer (PFE) | 0.2 | $300k | 11k | 27.75 |
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| Celanese Corporation (CE) | 0.2 | $296k | 1.7k | 171.86 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $291k | 1.5k | 191.88 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.2 | $289k | -6% | 6.4k | 45.29 |
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| International Business Machines (IBM) | 0.2 | $277k | 1.4k | 190.96 |
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| Principal Financial (PFG) | 0.2 | $271k | 3.1k | 86.31 |
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| Ishares Tr Msci India Etf (INDA) | 0.2 | $265k | 5.1k | 51.59 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $263k | 500.00 | 525.73 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $263k | -5% | 545.00 | 481.57 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $257k | 2.0k | 131.37 |
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| Carrier Global Corporation (CARR) | 0.1 | $254k | -3% | 4.4k | 58.13 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $253k | 750.00 | 337.05 |
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| United Parcel Service CL B (UPS) | 0.1 | $249k | -8% | 1.7k | 148.63 |
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| Northern Trust Corporation (NTRS) | 0.1 | $240k | 2.7k | 88.92 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $214k | 4.2k | 50.60 |
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| Medtronic SHS (MDT) | 0.1 | $206k | 2.4k | 87.15 |
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| Biogen Idec (BIIB) | 0.1 | $203k | 940.00 | 215.63 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $191k | 365.00 | 522.88 |
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| Diageo Spon Adr New (DEO) | 0.1 | $190k | -13% | 1.3k | 148.74 |
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| CVS Caremark Corporation (CVS) | 0.1 | $189k | 2.4k | 79.76 |
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| Prudential Financial (PRU) | 0.1 | $189k | 1.6k | 117.40 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $188k | 796.00 | 235.79 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $182k | +2% | 2.3k | 78.64 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $181k | +5% | 1.6k | 110.52 |
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| Cambria Etf Tr Global Value Etf (GVAL) | 0.1 | $180k | 8.4k | 21.40 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $174k | +111% | 3.7k | 47.02 |
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| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.1 | $170k | -40% | 8.0k | 21.24 |
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| American Equity Investment Life Holding (AEL) | 0.1 | $169k | 3.0k | 56.22 |
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| Darling International (DAR) | 0.1 | $168k | -26% | 3.6k | 46.51 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $167k | 2.5k | 67.86 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $167k | +23% | 2.7k | 62.06 |
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| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.1 | $166k | 5.2k | 31.79 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $156k | 600.00 | 259.90 |
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| Southern Company (SO) | 0.1 | $154k | 2.2k | 71.74 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $153k | +14% | 6.2k | 24.81 |
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| Us Bancorp Del Com New (USB) | 0.1 | $148k | -3% | 3.3k | 44.70 |
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| American Express Company (AXP) | 0.1 | $146k | 640.00 | 227.69 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $140k | 1.2k | 118.29 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $139k | +4% | 1.5k | 91.25 |
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| Ishares Tr Msci Uk Etf New (EWU) | 0.1 | $137k | 4.0k | 34.21 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $136k | +3% | 754.00 | 180.47 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $136k | 728.00 | 186.81 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $136k | 674.00 | 201.50 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $126k | +6% | 250.00 | 504.60 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $124k | 2.6k | 47.89 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $123k | 470.00 | 260.72 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $122k | -8% | 487.00 | 249.86 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $112k | 1.9k | 57.62 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $111k | 2.3k | 48.21 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $110k | 1.9k | 58.07 |
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| Netflix (NFLX) | 0.1 | $104k | +140% | 171.00 | 607.33 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $102k | 1.0k | 99.43 |
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| PPG Industries (PPG) | 0.1 | $93k | 639.00 | 144.90 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $91k | 1.6k | 58.65 |
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| Ecolab (ECL) | 0.1 | $87k | 375.00 | 230.90 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $84k | 2.0k | 42.12 |
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| Global Payments (GPN) | 0.0 | $84k | 625.00 | 133.66 |
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| Dupont De Nemours (DD) | 0.0 | $83k | 1.1k | 76.67 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $76k | 1.5k | 50.86 |
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| Cardinal Health (CAH) | 0.0 | $74k | +392% | 665.00 | 111.90 |
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| Marathon Oil Corporation (MRO) | 0.0 | $73k | -7% | 2.6k | 28.34 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $73k | +157% | 764.00 | 94.89 |
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| Corteva (CTVA) | 0.0 | $71k | 1.2k | 57.67 |
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| Dow (DOW) | 0.0 | $67k | 1.2k | 57.93 |
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| Shell Spon Ads (SHEL) | 0.0 | $67k | 1.0k | 67.04 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $67k | 1.6k | 41.84 |
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| Intercontinental Exchange (ICE) | 0.0 | $65k | -29% | 470.00 | 137.43 |
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| Linde SHS (LIN) | 0.0 | $65k | 139.00 | 464.32 |
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| O'reilly Automotive (ORLY) | 0.0 | $63k | 56.00 | 1128.89 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $62k | 625.00 | 99.27 |
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| ConAgra Foods (CAG) | 0.0 | $59k | 2.0k | 29.64 |
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| Emerson Electric (EMR) | 0.0 | $59k | 521.00 | 113.42 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $56k | 1.5k | 38.47 |
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| Schlumberger Com Stk (SLB) | 0.0 | $55k | +17% | 1.0k | 54.81 |
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| Casey's General Stores (CASY) | 0.0 | $55k | 171.00 | 318.45 |
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| Oracle Corporation (ORCL) | 0.0 | $54k | 430.00 | 125.61 |
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| Masco Corporation (MAS) | 0.0 | $51k | 650.00 | 78.88 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $49k | 1.2k | 41.07 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $47k | 1.9k | 24.91 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $47k | 710.00 | 66.57 |
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| Equity Residential Sh Ben Int (EQR) | 0.0 | $47k | 738.00 | 63.11 |
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| Manulife Finl Corp (MFC) | 0.0 | $47k | 1.9k | 24.99 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $46k | 111.00 | 418.02 |
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| AvalonBay Communities (AVB) | 0.0 | $46k | 250.00 | 185.56 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $46k | 1.1k | 43.35 |
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| Kraft Heinz (KHC) | 0.0 | $44k | 1.2k | 36.90 |
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| Suncor Energy (SU) | 0.0 | $44k | 1.2k | 36.91 |
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| International Flavors & Fragrances (IFF) | 0.0 | $43k | 505.00 | 85.99 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $43k | 350.00 | 123.18 |
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|
| AutoZone (AZO) | 0.0 | $41k | 13.00 | 3151.69 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $40k | +4% | 246.00 | 162.86 |
|
| Lam Research Corporation (LRCX) | 0.0 | $39k | +33% | 40.00 | 971.58 |
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 0.0 | $37k | 1.3k | 28.44 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $36k | 800.00 | 45.41 |
|
|
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $36k | 500.00 | 71.35 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $35k | 765.00 | 46.00 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $35k | 200.00 | 174.21 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $34k | 125.00 | 272.92 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $32k | +800% | 72.00 | 444.01 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $32k | 250.00 | 125.96 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $31k | 128.00 | 242.27 |
|
|
| BlackRock Enhanced Capital and Income (CII) | 0.0 | $30k | 1.6k | 19.49 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $30k | 883.00 | 34.29 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $29k | 10.00 | 2906.80 |
|
|
| FedEx Corporation (FDX) | 0.0 | $29k | 100.00 | 289.74 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $29k | 313.00 | 92.44 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $29k | 525.00 | 54.40 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $28k | 292.00 | 96.73 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $28k | 500.00 | 55.53 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $27k | 295.00 | 91.39 |
|
|
| AmerisourceBergen (COR) | 0.0 | $27k | 110.00 | 242.99 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $26k | 325.00 | 81.18 |
|
|
| Phillips 66 (PSX) | 0.0 | $26k | 161.00 | 163.34 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $25k | 86.00 | 288.03 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $24k | +15% | 579.00 | 42.01 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $24k | 255.00 | 92.89 |
|
|
| Progressive Corporation (PGR) | 0.0 | $23k | 111.00 | 206.83 |
|
|
| Discover Financial Services (DFS) | 0.0 | $20k | 150.00 | 131.09 |
|
|
| MercadoLibre (MELI) | 0.0 | $20k | NEW | 13.00 | 1512.00 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $20k | 132.00 | 147.73 |
|
|
| Servicenow (NOW) | 0.0 | $19k | NEW | 25.00 | 762.40 |
|
| Jefferies Finl Group (JEF) | 0.0 | $19k | 431.00 | 44.10 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $19k | 200.00 | 94.41 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $19k | NEW | 1.6k | 11.93 |
|
| Invesco Exch Traded Fd Tr Ii Msci Gbl Timbr (CUT) | 0.0 | $18k | 539.00 | 33.93 |
|
|
| Booking Holdings (BKNG) | 0.0 | $18k | 5.00 | 3628.00 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $18k | 136.00 | 130.74 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $18k | +148% | 204.00 | 86.48 |
|
| Applied Materials (AMAT) | 0.0 | $18k | NEW | 85.00 | 206.24 |
|
| Kohl's Corporation (KSS) | 0.0 | $18k | 600.00 | 29.15 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $17k | 40.00 | 431.98 |
|
|
| Public Storage (PSA) | 0.0 | $17k | 59.00 | 290.07 |
|
|
| Capital One Financial (COF) | 0.0 | $16k | 110.00 | 148.89 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $16k | 140.00 | 116.84 |
|
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $15k | 317.00 | 47.62 |
|
|
| Ishares Tr Glob Utilits Etf (JXI) | 0.0 | $14k | 233.00 | 59.05 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $13k | NEW | 150.00 | 87.42 |
|
| Marvell Technology (MRVL) | 0.0 | $13k | NEW | 180.00 | 70.88 |
|
| Confluent Class A Com (CFLT) | 0.0 | $12k | NEW | 400.00 | 30.52 |
|
| Dominion Resources (D) | 0.0 | $12k | 245.00 | 49.19 |
|
|
| Franco-Nevada Corporation (FNV) | 0.0 | $12k | 100.00 | 119.16 |
|
|
| Pure Storage Cl A (PSTG) | 0.0 | $12k | NEW | 225.00 | 51.99 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $12k | NEW | 50.00 | 231.70 |
|
| Boeing Company (BA) | 0.0 | $12k | 60.00 | 193.00 |
|
|
| AeroVironment (AVAV) | 0.0 | $12k | NEW | 75.00 | 153.28 |
|
| Snowflake Cl A (SNOW) | 0.0 | $12k | NEW | 71.00 | 161.61 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $11k | NEW | 92.00 | 123.61 |
|
| Uipath Cl A (PATH) | 0.0 | $11k | NEW | 500.00 | 22.67 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $11k | 139.00 | 80.63 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $11k | 440.00 | 25.25 |
|
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $11k | 90.00 | 122.03 |
|
|
| Markel Corporation (MKL) | 0.0 | $11k | 7.00 | 1521.57 |
|
|
| Legg Mason Etf Invt Clrbrdg Al Cp Gw (CACG) | 0.0 | $10k | 200.00 | 52.09 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $10k | NEW | 80.00 | 128.40 |
|
| Teradyne (TER) | 0.0 | $10k | NEW | 90.00 | 112.83 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $10k | NEW | 425.00 | 23.85 |
|
| Autodesk (ADSK) | 0.0 | $9.9k | NEW | 38.00 | 260.42 |
|
| Moody's Corporation (MCO) | 0.0 | $9.8k | 25.00 | 393.04 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $9.3k | NEW | 30.00 | 311.30 |
|
| Synopsys (SNPS) | 0.0 | $8.6k | NEW | 15.00 | 571.53 |
|
| CarMax (KMX) | 0.0 | $8.4k | 97.00 | 87.11 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $8.1k | 225.00 | 35.84 |
|
|
| Electronic Arts (EA) | 0.0 | $8.0k | 60.00 | 132.68 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $7.6k | NEW | 98.00 | 77.17 |
|
| Te Connectivity SHS (TEL) | 0.0 | $7.3k | 50.00 | 145.24 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $7.2k | NEW | 100.00 | 72.36 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $6.8k | 99.00 | 68.84 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $6.6k | 110.00 | 60.38 |
|
|
| Las Vegas Sands (LVS) | 0.0 | $6.5k | 125.00 | 51.70 |
|
|
| Novocure Ord Shs (NVCR) | 0.0 | $6.3k | 400.00 | 15.63 |
|
|
| Post Holdings Inc Common (POST) | 0.0 | $6.2k | 58.00 | 106.29 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $5.8k | 64.00 | 90.06 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $5.7k | 23.00 | 247.48 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $5.5k | 145.00 | 37.92 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $5.5k | 81.00 | 67.35 |
|
|
| Nextracker Class A Com (NXT) | 0.0 | $5.4k | NEW | 96.00 | 56.27 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $5.1k | 70.00 | 73.30 |
|
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.0 | $5.0k | NEW | 200.00 | 25.05 |
|
| Unilever Spon Adr New (UL) | 0.0 | $4.5k | 90.00 | 50.20 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $4.3k | 182.00 | 23.80 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $4.2k | NEW | 13.00 | 320.62 |
|
| Halliburton Company (HAL) | 0.0 | $3.9k | 100.00 | 39.42 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $3.8k | 50.00 | 76.68 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $3.8k | 50.00 | 75.98 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $3.8k | 50.00 | 75.40 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $3.0k | 28.00 | 107.43 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $3.0k | NEW | 55.00 | 53.80 |
|
| Amgen (AMGN) | 0.0 | $2.8k | 10.00 | 284.40 |
|
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.0 | $2.6k | -50% | 50.00 | 52.38 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $2.5k | NEW | 26.00 | 95.23 |
|
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $2.3k | 41.00 | 57.12 |
|
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $1.5k | NEW | 100.00 | 15.21 |
|
| At&t (T) | 0.0 | $1.5k | 83.00 | 17.60 |
|
|
| Vitesse Energy Common Stock (VTS) | 0.0 | $1.2k | 50.00 | 23.74 |
|
|
| Hain Celestial (HAIN) | 0.0 | $770.995400 | 98.00 | 7.87 |
|
|
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $766.000500 | NEW | 15.00 | 51.07 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $490.000000 | NEW | 5.00 | 98.00 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $175.000000 | 20.00 | 8.75 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $54.000000 | 15.00 | 3.60 |
|
|
| Embecta Corp Common Stock (EMBC) | 0.0 | $54.000000 | 4.00 | 13.50 |
|
Past Filings by Legacy Bridge
SEC 13F filings are viewable for Legacy Bridge going back to 2018
- Legacy Bridge 2024 Q1 filed April 25, 2024
- Legacy Bridge 2023 Q4 filed Jan. 17, 2024
- Legacy Bridge 2023 Q3 filed Oct. 11, 2023
- Legacy Bridge 2023 Q2 filed July 11, 2023
- Legacy Bridge 2023 Q1 filed April 24, 2023
- Legacy Bridge 2022 Q4 filed Jan. 11, 2023
- Legacy Bridge 2022 Q3 filed Nov. 2, 2022
- Legacy Bridge 2022 Q2 filed July 21, 2022
- Legacy Bridge 2022 Q1 filed April 28, 2022
- Legacy Bridge 2021 Q4 filed Jan. 18, 2022
- Legacy Bridge 2021 Q3 filed Oct. 26, 2021
- Legacy Bridge 2021 Q2 filed Aug. 3, 2021
- Legacy Bridge 2021 Q1 filed April 29, 2021
- Legacy Bridge 2020 Q4 filed Feb. 2, 2021
- Legacy Bridge 2020 Q3 filed Oct. 19, 2020
- Legacy Bridge 2020 Q2 filed Aug. 4, 2020