Legacy Bridge
Latest statistics and disclosures from Legacy Bridge's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AVGO, WTBA, PLTR, Arista Networks, and represent 14.57% of Legacy Bridge's stock portfolio.
- Added to shares of these 10 stocks: Arista Networks, BLK, GEV, TSCO, PANW, SCHM, OKLO, LEU, AVAV, ACN.
- Started 16 new stock positions in ONON, Innventure, BKR, SHAK, CGW, Arista Networks, OKLO, TPL, BLK, COMP. LEU, VST, EEM, LRCX, IONQ, SCCO.
- Reduced shares in these 10 stocks: ANET, , WTBA, , AVGO, , CE, WK, , LCW.
- Sold out of its positions in ANET, BlackRock, CE, CELH, Grayscale Ethereum Mini Tr E, Ishares Tr ibnd dec24 etf, Lam Research Corporation, MRO, Super Micro Computer, VGSH. LCW.
- Legacy Bridge was a net buyer of stock by $6.5M.
- Legacy Bridge has $192M in assets under management (AUM), dropping by 3.29%.
- Central Index Key (CIK): 0001689144
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Portfolio Holdings for Legacy Bridge
Legacy Bridge holds 298 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 3.8 | $7.3M | 54k | 134.29 |
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| Broadcom (AVGO) | 3.4 | $6.5M | -5% | 28k | 231.84 |
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| West Bancorporation Cap Stk (WTBA) | 3.0 | $5.8M | -9% | 266k | 21.65 |
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| Palantir Technologies Cl A (PLTR) | 2.2 | $4.3M | 57k | 75.63 |
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| Arista Networks Com Shs | 2.1 | $4.1M | NEW | 37k | 110.53 |
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| Amazon (AMZN) | 1.9 | $3.7M | 17k | 219.39 |
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| Ge Vernova (GEV) | 1.9 | $3.6M | +76% | 11k | 328.93 |
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| Microsoft Corporation (MSFT) | 1.7 | $3.4M | 8.0k | 421.50 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $3.2M | 7.0k | 453.28 |
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| Wal-Mart Stores (WMT) | 1.6 | $3.1M | 34k | 90.35 |
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| Eaton Corp SHS (ETN) | 1.6 | $3.1M | 9.2k | 331.87 |
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| Sterling Construction Company (STRL) | 1.6 | $3.0M | 18k | 168.45 |
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| Eli Lilly & Co. (LLY) | 1.4 | $2.6M | 3.4k | 772.00 |
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| Caterpillar (CAT) | 1.4 | $2.6M | 7.1k | 362.76 |
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| Vertiv Holdings Com Cl A (VRT) | 1.3 | $2.6M | 23k | 113.61 |
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| Principal Exchange Traded Spectrum Pfd (PREF) | 1.3 | $2.5M | 133k | 18.61 |
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| Costco Wholesale Corporation (COST) | 1.3 | $2.4M | 2.7k | 916.27 |
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| Apple (AAPL) | 1.2 | $2.2M | 8.9k | 250.42 |
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| Palo Alto Networks (PANW) | 1.2 | $2.2M | +100% | 12k | 181.96 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.1 | $2.2M | 11k | 197.49 |
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| Home Depot (HD) | 1.1 | $2.1M | 5.3k | 388.99 |
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| Intuitive Surgical Com New (ISRG) | 1.1 | $2.1M | 3.9k | 521.96 |
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| Parker-Hannifin Corporation (PH) | 1.1 | $2.0M | 3.2k | 636.03 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $2.0M | 8.5k | 239.71 |
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| Lowe's Companies (LOW) | 1.1 | $2.0M | 8.2k | 246.80 |
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| Williams-Sonoma (WSM) | 1.0 | $1.9M | 10k | 185.18 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $1.9M | 8.5k | 220.96 |
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| Johnson Ctls Intl SHS (JCI) | 1.0 | $1.9M | 24k | 78.93 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.8M | 9.3k | 190.44 |
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| Tractor Supply Company (TSCO) | 0.9 | $1.7M | +400% | 33k | 53.06 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.9 | $1.7M | 6.0k | 287.82 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.9 | $1.7M | 19k | 90.06 |
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| Equinix (EQIX) | 0.9 | $1.7M | 1.8k | 942.89 |
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| Celestica (CLS) | 0.9 | $1.7M | 18k | 92.30 |
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| Deere & Company (DE) | 0.9 | $1.7M | -2% | 4.0k | 423.70 |
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| Insight Enterprises (NSIT) | 0.9 | $1.7M | 11k | 152.10 |
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| Digital Realty Trust (DLR) | 0.8 | $1.6M | 9.1k | 177.33 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.8 | $1.6M | 9.7k | 164.17 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.8 | $1.6M | 18k | 88.40 |
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| Blackrock (BLK) | 0.8 | $1.6M | NEW | 1.6k | 1025.11 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $1.6M | 33k | 47.82 |
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| Nxp Semiconductors N V (NXPI) | 0.8 | $1.6M | 7.6k | 207.85 |
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| Advanced Micro Devices (AMD) | 0.8 | $1.6M | 13k | 120.79 |
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| Qualcomm (QCOM) | 0.8 | $1.6M | 10k | 153.62 |
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| Metropcs Communications (TMUS) | 0.8 | $1.5M | 6.9k | 220.73 |
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| UnitedHealth (UNH) | 0.8 | $1.5M | 3.0k | 505.86 |
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| Hewlett Packard Enterprise (HPE) | 0.7 | $1.4M | 67k | 21.35 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $1.4M | 13k | 107.57 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.7 | $1.4M | 11k | 129.34 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.7 | $1.4M | 2.0k | 693.08 |
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| Axon Enterprise (AXON) | 0.7 | $1.4M | 2.3k | 594.32 |
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| Nasdaq Omx (NDAQ) | 0.7 | $1.4M | 18k | 77.31 |
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| Waste Management (WM) | 0.7 | $1.3M | -2% | 6.7k | 201.79 |
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| RPM International (RPM) | 0.7 | $1.3M | 11k | 123.06 |
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| Danaher Corporation (DHR) | 0.7 | $1.3M | 5.6k | 229.55 |
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| Monster Beverage Corp (MNST) | 0.7 | $1.3M | 24k | 52.56 |
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| Bank of New York Mellon Corporation (BK) | 0.7 | $1.3M | 16k | 76.83 |
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| Chevron Corporation (CVX) | 0.7 | $1.3M | 8.7k | 144.84 |
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| Boston Scientific Corporation (BSX) | 0.7 | $1.3M | 14k | 89.32 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.6 | $1.2M | +200% | 45k | 27.71 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.6 | $1.2M | 21k | 58.93 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.6 | $1.2M | -3% | 16k | 78.18 |
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| Morgan Stanley Com New (MS) | 0.6 | $1.2M | 9.7k | 125.72 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $1.2M | 16k | 75.61 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $1.2M | +79% | 3.4k | 351.79 |
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| Valero Energy Corporation (VLO) | 0.6 | $1.2M | 9.4k | 122.59 |
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| First Solar (FSLR) | 0.6 | $1.2M | 6.6k | 176.24 |
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| Freeport-mcmoran CL B (FCX) | 0.6 | $1.1M | 30k | 38.08 |
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| Servicenow (NOW) | 0.6 | $1.1M | 1.1k | 1060.12 |
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| Illinois Tool Works (ITW) | 0.6 | $1.1M | 4.4k | 253.56 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $1.1M | 2.1k | 520.23 |
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| Jacobs Engineering Group (J) | 0.6 | $1.1M | 8.2k | 133.62 |
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| National Fuel Gas (NFG) | 0.6 | $1.1M | 18k | 60.68 |
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| Stryker Corporation (SYK) | 0.5 | $1.0M | 2.9k | 360.05 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.5 | $1.0M | 11k | 89.33 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $1.0M | 18k | 57.53 |
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| Ishares Core Msci Emkt (IEMG) | 0.5 | $1.0M | 19k | 52.22 |
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| Knight-swift Transn Hldgs In Cl A (KNX) | 0.5 | $965k | 18k | 53.04 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $863k | 6.8k | 126.75 |
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| Nextera Energy (NEE) | 0.4 | $852k | 12k | 71.69 |
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| H&R Block (HRB) | 0.4 | $807k | 15k | 52.84 |
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| Ishares Tr Msci India Etf (INDA) | 0.4 | $804k | 15k | 52.64 |
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| Procter & Gamble Company (PG) | 0.4 | $790k | 4.7k | 167.65 |
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| Workday Cl A (WDAY) | 0.4 | $782k | 3.0k | 258.03 |
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| Oklo Com Cl A (OKLO) | 0.4 | $765k | NEW | 36k | 21.23 |
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| Toyota Motor Corp Ads (TM) | 0.4 | $753k | 3.9k | 194.61 |
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| Workiva Com Cl A (WK) | 0.4 | $730k | -21% | 6.7k | 109.50 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $714k | 16k | 44.04 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.4 | $709k | 24k | 29.24 |
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| McDonald's Corporation (MCD) | 0.4 | $704k | 2.4k | 289.89 |
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| Pepsi (PEP) | 0.4 | $701k | 4.6k | 152.06 |
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| Union Pacific Corporation (UNP) | 0.4 | $692k | 3.0k | 228.04 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $690k | 12k | 59.73 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.4 | $682k | 66k | 10.36 |
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| Goldman Sachs (GS) | 0.4 | $681k | 1.2k | 572.62 |
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| Caretrust Reit (CTRE) | 0.3 | $661k | 24k | 27.05 |
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| Centrus Energy Corp Cl A (LEU) | 0.3 | $657k | NEW | 9.9k | 66.61 |
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| TJX Companies (TJX) | 0.3 | $655k | 5.4k | 120.81 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $642k | 1.2k | 538.81 |
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| Rio Tinto Sponsored Adr (RIO) | 0.3 | $637k | 11k | 58.81 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $625k | +100% | 24k | 25.86 |
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| ConocoPhillips (COP) | 0.3 | $578k | +12% | 5.8k | 99.17 |
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| AeroVironment (AVAV) | 0.3 | $578k | +3693% | 3.8k | 153.89 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $551k | 11k | 51.70 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $543k | +100% | 29k | 18.50 |
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| Nextracker Class A Com (NXT) | 0.3 | $543k | -6% | 15k | 36.53 |
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| Meta Platforms Cl A (META) | 0.3 | $522k | 891.00 | 585.51 |
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| Cameco Corporation (CCJ) | 0.3 | $518k | 10k | 51.39 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $498k | 4.9k | 101.53 |
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| Intuit (INTU) | 0.3 | $492k | -2% | 782.00 | 628.50 |
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| Qorvo (QRVO) | 0.2 | $476k | 6.8k | 69.93 |
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| Cme (CME) | 0.2 | $469k | 2.0k | 232.23 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $449k | 2.4k | 189.30 |
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| Wells Fargo & Company (WFC) | 0.2 | $438k | 6.2k | 70.24 |
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| Skechers U S A Cl A (SKX) | 0.2 | $432k | 6.4k | 67.24 |
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| Constellation Brands Cl A (STZ) | 0.2 | $415k | 1.9k | 221.00 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $390k | 665.00 | 586.15 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $369k | 5.9k | 62.31 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $360k | 5.0k | 72.37 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $359k | 738.00 | 485.94 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $337k | 2.0k | 172.42 |
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| Abbott Laboratories (ABT) | 0.2 | $334k | 3.0k | 113.11 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $311k | 1.9k | 161.77 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $301k | 750.00 | 401.58 |
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| Carrier Global Corporation (CARR) | 0.2 | $298k | 4.4k | 68.26 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $294k | 500.00 | 588.68 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $289k | 1.5k | 198.18 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $287k | 545.00 | 526.57 |
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| Northern Trust Corporation (NTRS) | 0.1 | $277k | 2.7k | 102.50 |
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| Coca-Cola Company (KO) | 0.1 | $265k | 4.3k | 62.26 |
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| Gigacloud Technology Class A Ord (GCT) | 0.1 | $243k | -5% | 13k | 18.52 |
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| Merck & Co (MRK) | 0.1 | $239k | 2.4k | 99.48 |
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| United Parcel Service CL B (UPS) | 0.1 | $204k | 1.6k | 126.10 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $200k | 8.0k | 25.05 |
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| Prudential Financial (PRU) | 0.1 | $190k | 1.6k | 118.53 |
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| American Express Company (AXP) | 0.1 | $190k | 640.00 | 296.79 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $188k | 1.6k | 115.22 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $187k | +200% | 8.1k | 23.18 |
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| Southern Company (SO) | 0.1 | $177k | 2.2k | 82.32 |
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| Cambria Etf Tr Global Value Etf (GVAL) | 0.1 | $176k | 8.4k | 20.86 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $174k | 600.00 | 289.81 |
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| Amentum Holdings (AMTM) | 0.1 | $173k | 8.2k | 21.03 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $171k | 2.1k | 81.25 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $167k | 656.00 | 253.75 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $162k | 2.5k | 66.14 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $157k | +13% | 1.7k | 90.93 |
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| Netflix (NFLX) | 0.1 | $155k | 174.00 | 891.32 |
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| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.1 | $153k | 5.2k | 29.30 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $148k | 1.2k | 124.96 |
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| Biogen Idec (BIIB) | 0.1 | $144k | 940.00 | 152.92 |
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| Diageo Spon Adr New (DEO) | 0.1 | $143k | -11% | 1.1k | 127.13 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $139k | 729.00 | 190.88 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $139k | 754.00 | 184.51 |
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| Ishares Tr Msci Uk Etf New (EWU) | 0.1 | $136k | 4.0k | 33.90 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $129k | 487.00 | 264.13 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $128k | 295.00 | 434.93 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $125k | 2.6k | 48.42 |
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| Darling International (DAR) | 0.1 | $122k | 3.6k | 33.69 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $111k | +100% | 4.6k | 24.06 |
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| Innventure | 0.1 | $104k | NEW | 7.5k | 13.85 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $104k | 1.0k | 100.60 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $98k | 350.00 | 280.06 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $94k | 674.00 | 139.50 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $89k | 1.6k | 57.41 |
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| Ecolab (ECL) | 0.0 | $88k | 375.00 | 234.32 |
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| Oracle Corporation (ORCL) | 0.0 | $87k | 523.00 | 166.64 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $85k | 211.00 | 402.70 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $84k | +36% | 164.00 | 511.28 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $80k | -8% | 179.00 | 444.68 |
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| Cardinal Health (CAH) | 0.0 | $79k | 665.00 | 118.27 |
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| PPG Industries (PPG) | 0.0 | $76k | 639.00 | 119.45 |
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| CVS Caremark Corporation (CVS) | 0.0 | $75k | 1.7k | 44.89 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $74k | 1.4k | 54.19 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $73k | 1.5k | 48.92 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $73k | +11% | 2.9k | 25.05 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $72k | 1.5k | 48.33 |
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| Corteva (CTVA) | 0.0 | $70k | 1.2k | 56.96 |
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| Intercontinental Exchange (ICE) | 0.0 | $70k | 470.00 | 149.01 |
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| Casey's General Stores (CASY) | 0.0 | $68k | 171.00 | 396.23 |
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| O'reilly Automotive (ORLY) | 0.0 | $66k | 56.00 | 1185.80 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $65k | 1.6k | 40.49 |
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| Emerson Electric (EMR) | 0.0 | $65k | 521.00 | 123.93 |
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| Shell Spon Ads (SHEL) | 0.0 | $63k | 1.0k | 62.65 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $59k | 1.5k | 40.34 |
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| Linde SHS (LIN) | 0.0 | $58k | 139.00 | 418.68 |
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| Manulife Finl Corp (MFC) | 0.0 | $57k | 1.9k | 30.71 |
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| ConAgra Foods (CAG) | 0.0 | $56k | 2.0k | 27.75 |
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| AvalonBay Communities (AVB) | 0.0 | $55k | 250.00 | 219.97 |
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| Equity Residential Sh Ben Int (EQR) | 0.0 | $53k | 738.00 | 71.76 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $48k | 140.00 | 342.16 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $47k | 1.9k | 24.90 |
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| Masco Corporation (MAS) | 0.0 | $47k | 650.00 | 72.57 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $47k | -41% | 710.00 | 65.79 |
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| Dow (DOW) | 0.0 | $47k | 1.2k | 40.13 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $46k | 350.00 | 131.29 |
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| Principal Financial (PFG) | 0.0 | $44k | 570.00 | 77.41 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $43k | 1.2k | 36.36 |
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| Suncor Energy (SU) | 0.0 | $43k | 1.2k | 35.68 |
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| On Hldg Namen Akt A (ONON) | 0.0 | $43k | NEW | 780.00 | 54.77 |
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| AutoZone (AZO) | 0.0 | $42k | 13.00 | 3202.00 |
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| MercadoLibre (MELI) | 0.0 | $41k | +4% | 24.00 | 1700.46 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $40k | 1.1k | 37.53 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $38k | 200.00 | 187.51 |
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| Kraft Heinz (KHC) | 0.0 | $37k | 1.2k | 30.71 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $35k | +100% | 1.5k | 22.70 |
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| Jefferies Finl Group (JEF) | 0.0 | $34k | 431.00 | 78.40 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $34k | 500.00 | 67.10 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $33k | 250.00 | 131.76 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $32k | 236.00 | 135.37 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $32k | +164% | 1.3k | 24.07 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $30k | 500.00 | 60.30 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $30k | 800.00 | 37.20 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $29k | 883.00 | 33.34 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $29k | 313.00 | 92.35 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $29k | 579.00 | 49.51 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $28k | 292.00 | 97.31 |
|
|
| FedEx Corporation (FDX) | 0.0 | $28k | 100.00 | 281.33 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $28k | 525.00 | 52.47 |
|
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 0.0 | $27k | 1.3k | 20.91 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $27k | NEW | 500.00 | 54.20 |
|
| Starbucks Corporation (SBUX) | 0.0 | $27k | 295.00 | 91.25 |
|
|
| Progressive Corporation (PGR) | 0.0 | $27k | 111.00 | 239.61 |
|
|
| Discover Financial Services (DFS) | 0.0 | $26k | 150.00 | 173.23 |
|
|
| AmerisourceBergen (COR) | 0.0 | $25k | 110.00 | 224.68 |
|
|
| Micron Technology (MU) | 0.0 | $24k | +21% | 280.00 | 84.16 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $23k | 250.00 | 92.61 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $23k | 295.00 | 76.46 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $22k | 582.00 | 38.34 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $22k | 255.00 | 84.14 |
|
|
| Public Storage (PSA) | 0.0 | $20k | 67.00 | 299.45 |
|
|
| Marvell Technology (MRVL) | 0.0 | $20k | 180.00 | 110.45 |
|
|
| Capital One Financial (COF) | 0.0 | $20k | 110.00 | 178.33 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $19k | 40.00 | 473.90 |
|
|
| Texas Pacific Land Corp (TPL) | 0.0 | $19k | NEW | 17.00 | 1106.00 |
|
| Phillips 66 (PSX) | 0.0 | $18k | 161.00 | 113.93 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $18k | 204.00 | 89.20 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $18k | 132.00 | 137.58 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $18k | 150.00 | 117.53 |
|
|
| Invesco Exch Traded Fd Tr Ii Msci Gbl Timbr (CUT) | 0.0 | $17k | 539.00 | 31.67 |
|
|
| salesforce (CRM) | 0.0 | $17k | 50.00 | 334.34 |
|
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $17k | 317.00 | 52.27 |
|
|
| Snowflake Cl A (SNOW) | 0.0 | $16k | +49% | 106.00 | 154.42 |
|
| Cadence Design Systems (CDNS) | 0.0 | $16k | 54.00 | 300.46 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $16k | 140.00 | 114.49 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $16k | +21% | 112.00 | 142.89 |
|
| Pure Storage Cl A (PSTG) | 0.0 | $14k | 225.00 | 61.43 |
|
|
| Vistra Energy (VST) | 0.0 | $14k | NEW | 100.00 | 137.87 |
|
| Dominion Resources (D) | 0.0 | $13k | 245.00 | 53.86 |
|
|
| Markel Corporation (MKL) | 0.0 | $12k | 7.00 | 1726.29 |
|
|
| Moody's Corporation (MCO) | 0.0 | $12k | 25.00 | 473.40 |
|
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $12k | 90.00 | 131.16 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $12k | +57% | 205.00 | 57.31 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $12k | 440.00 | 26.63 |
|
|
| Teradyne (TER) | 0.0 | $11k | 90.00 | 125.92 |
|
|
| Ionq Inc Pipe (IONQ) | 0.0 | $11k | NEW | 270.00 | 41.77 |
|
| Confluent Class A Com (CFLT) | 0.0 | $11k | 400.00 | 27.96 |
|
|
| Mongodb Cl A (MDB) | 0.0 | $11k | +27% | 47.00 | 232.83 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $11k | 50.00 | 210.26 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $10k | 98.00 | 106.34 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $9.0k | -72% | 35.00 | 257.26 |
|
| Electronic Arts (EA) | 0.0 | $8.8k | 60.00 | 146.30 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $8.5k | 100.00 | 84.79 |
|
|
| Kohl's Corporation (KSS) | 0.0 | $8.4k | 600.00 | 14.04 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $8.4k | 225.00 | 37.22 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $8.2k | +200% | 300.00 | 27.32 |
|
| Synopsys (SNPS) | 0.0 | $7.3k | 15.00 | 485.40 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $7.2k | NEW | 100.00 | 72.23 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $6.9k | 80.00 | 86.03 |
|
|
| Post Holdings Inc Common (POST) | 0.0 | $6.6k | 58.00 | 114.47 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $6.4k | 145.00 | 43.95 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $5.8k | 64.00 | 90.92 |
|
|
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $5.6k | 200.00 | 28.02 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $5.4k | 99.00 | 54.51 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $5.1k | 81.00 | 63.48 |
|
|
| EQT Corporation (EQT) | 0.0 | $5.1k | 110.00 | 46.12 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $4.4k | 182.00 | 23.96 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $4.2k | NEW | 100.00 | 41.82 |
|
| Shake Shack Cl A (SHAK) | 0.0 | $3.9k | NEW | 30.00 | 129.80 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $3.9k | 50.00 | 77.28 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $3.7k | 50.00 | 74.74 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $3.6k | 37.00 | 96.81 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $3.2k | 35.00 | 90.77 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $3.0k | 28.00 | 106.57 |
|
|
| Exchange Traded Concepts Tru Robo Glb Artif (THNQ) | 0.0 | $2.9k | 60.00 | 49.00 |
|
|
| Applied Materials (AMAT) | 0.0 | $2.8k | -83% | 17.00 | 162.65 |
|
| Halliburton Company (HAL) | 0.0 | $2.7k | 100.00 | 27.19 |
|
|
| Amgen (AMGN) | 0.0 | $2.6k | 10.00 | 260.70 |
|
|
| Block Cl A (SQ) | 0.0 | $2.6k | 30.00 | 85.00 |
|
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $2.5k | 26.00 | 95.50 |
|
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.0 | $2.4k | 50.00 | 48.20 |
|
|
| Compass Cl A (COMP) | 0.0 | $2.3k | NEW | 400.00 | 5.85 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $2.3k | NEW | 55.00 | 41.04 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $2.2k | 12.00 | 185.17 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $1.9k | 11.00 | 169.36 |
|
|
| Southern Copper Corporation (SCCO) | 0.0 | $1.8k | NEW | 20.00 | 91.15 |
|
| D.R. Horton (DHI) | 0.0 | $1.5k | 11.00 | 139.91 |
|
|
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $708.000000 | 15.00 | 47.20 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $485.000000 | 5.00 | 97.00 |
|
Past Filings by Legacy Bridge
SEC 13F filings are viewable for Legacy Bridge going back to 2018
- Legacy Bridge 2024 Q4 filed Jan. 22, 2025
- Legacy Bridge 2024 Q3 filed Nov. 7, 2024
- Legacy Bridge 2024 Q2 filed Aug. 6, 2024
- 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