Legacy Bridge
Latest statistics and disclosures from Legacy Bridge's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, PLTR, AVGO, GEV, STRL, and represent 18.83% of Legacy Bridge's stock portfolio.
- Added to shares of these 10 stocks: NBIS, ESE, CELH, ONON, IONQ, SPDW, PLTR, SCHV, VUG, ALAB.
- Started 14 new stock positions in EOSE, VUG, SPDW, IDEV, LEN, KWEB, RKLB, SCHV, SPEM, ESE. SCHG, CELH, ASTS, RKT.
- Reduced shares in these 10 stocks: , VRT, FSLR, Skechers USA, WTBA, AVGO, JCI, XBI, NSIT, JEPI.
- Sold out of its positions in FSLR, HAL, NEM, Skechers USA, VRTX.
- Legacy Bridge was a net buyer of stock by $4.1M.
- Legacy Bridge has $240M in assets under management (AUM), dropping by 14.05%.
- Central Index Key (CIK): 0001689144
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Portfolio Holdings for Legacy Bridge
Legacy Bridge holds 312 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.8 | $12M | 62k | 186.58 |
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| Palantir Technologies Cl A (PLTR) | 4.5 | $11M | 59k | 182.42 |
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| Broadcom (AVGO) | 4.1 | $9.8M | 30k | 329.91 |
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| Ge Vernova (GEV) | 2.9 | $7.1M | 12k | 614.90 |
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| Sterling Construction Company (STRL) | 2.6 | $6.2M | 18k | 339.68 |
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| Arista Networks Com Shs (ANET) | 2.3 | $5.6M | 38k | 145.71 |
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| West Bancorporation Cap Stk (WTBA) | 2.2 | $5.2M | 254k | 20.32 |
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| Celestica (CLS) | 1.9 | $4.6M | 19k | 246.38 |
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| Microsoft Corporation (MSFT) | 1.8 | $4.3M | +3% | 8.2k | 517.95 |
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| Oklo Com Cl A (OKLO) | 1.8 | $4.2M | 38k | 111.63 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $3.8M | 7.6k | 502.74 |
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| Amazon (AMZN) | 1.6 | $3.8M | +3% | 17k | 219.57 |
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| Wal-Mart Stores (WMT) | 1.5 | $3.7M | 36k | 103.06 |
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| Eaton Corp SHS (ETN) | 1.5 | $3.6M | 9.5k | 374.25 |
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| Caterpillar (CAT) | 1.4 | $3.4M | 7.2k | 477.15 |
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| Centrus Energy Corp Cl A (LEU) | 1.3 | $3.2M | 10k | 310.07 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.3 | $3.1M | 11k | 279.29 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $2.9M | 9.1k | 315.43 |
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| Vertiv Holdings Com Cl A (VRT) | 1.2 | $2.9M | -21% | 19k | 150.86 |
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| Eli Lilly & Co. (LLY) | 1.2 | $2.8M | +2% | 3.7k | 763.00 |
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| Axon Enterprise (AXON) | 1.1 | $2.6M | 3.7k | 717.64 |
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| Johnson Ctls Intl SHS (JCI) | 1.1 | $2.6M | 23k | 109.95 |
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| Principal Exchange Traded Spectrum Pfd (PREF) | 1.0 | $2.5M | 129k | 19.14 |
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| Costco Wholesale Corporation (COST) | 1.0 | $2.5M | 2.7k | 925.63 |
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| Parker-Hannifin Corporation (PH) | 1.0 | $2.4M | 3.2k | 758.15 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $2.3M | 9.6k | 243.55 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.0 | $2.3M | 7.2k | 320.04 |
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| Palo Alto Networks (PANW) | 1.0 | $2.3M | 11k | 203.62 |
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| Home Depot (HD) | 0.9 | $2.2M | 5.4k | 405.19 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.9 | $2.2M | 9.0k | 241.96 |
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| Apple (AAPL) | 0.9 | $2.1M | 8.1k | 254.63 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $2.0M | 34k | 59.92 |
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| Lowe's Companies (LOW) | 0.8 | $2.0M | 8.0k | 251.31 |
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| Williams-Sonoma (WSM) | 0.8 | $2.0M | 10k | 195.45 |
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| Nebius Group Shs Class A (NBIS) | 0.8 | $2.0M | +2910% | 18k | 112.27 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.8 | $2.0M | 2.0k | 968.09 |
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| Tractor Supply Company (TSCO) | 0.8 | $1.9M | 33k | 56.87 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.8 | $1.9M | 25k | 73.46 |
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| Deere & Company (DE) | 0.8 | $1.8M | 4.0k | 457.26 |
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| Bank of New York Mellon Corporation (BK) | 0.8 | $1.8M | 17k | 108.96 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.8 | $1.8M | 19k | 96.55 |
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| Intuitive Surgical Com New (ISRG) | 0.8 | $1.8M | 4.0k | 447.23 |
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| Blackrock (BLK) | 0.7 | $1.7M | 1.5k | 1165.87 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.7 | $1.7M | 9.4k | 176.81 |
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| National Fuel Gas (NFG) | 0.7 | $1.6M | 18k | 92.37 |
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| Hewlett Packard Enterprise (HPE) | 0.7 | $1.6M | 66k | 24.56 |
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| Qualcomm (QCOM) | 0.7 | $1.6M | -2% | 9.7k | 166.36 |
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| Digital Realty Trust (DLR) | 0.7 | $1.6M | 9.3k | 172.88 |
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| Nxp Semiconductors N V (NXPI) | 0.7 | $1.6M | 7.0k | 227.73 |
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| Valero Energy Corporation (VLO) | 0.7 | $1.6M | 9.4k | 170.26 |
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| Nasdaq Omx (NDAQ) | 0.7 | $1.6M | 18k | 88.45 |
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| Metropcs Communications (TMUS) | 0.7 | $1.6M | 6.6k | 239.38 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $1.5M | 14k | 112.75 |
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| Ishares Core Msci Emkt (IEMG) | 0.6 | $1.5M | +5% | 23k | 65.92 |
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| Vistra Energy (VST) | 0.6 | $1.5M | 7.7k | 195.92 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.6 | $1.5M | 11k | 139.67 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $1.5M | 16k | 93.37 |
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| Quanta Services (PWR) | 0.6 | $1.4M | 3.5k | 414.42 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.6 | $1.4M | 48k | 29.64 |
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| Morgan Stanley Com New (MS) | 0.6 | $1.4M | 8.9k | 158.96 |
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| Meta Platforms Cl A (META) | 0.6 | $1.4M | +10% | 1.9k | 734.38 |
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| Boston Scientific Corporation (BSX) | 0.6 | $1.4M | 14k | 97.63 |
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| Chevron Corporation (CVX) | 0.6 | $1.4M | 8.8k | 155.29 |
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| Equinix (EQIX) | 0.6 | $1.3M | 1.7k | 783.24 |
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| AeroVironment (AVAV) | 0.5 | $1.3M | 4.0k | 314.89 |
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| Fifth Third Ban (FITB) | 0.5 | $1.2M | 27k | 44.55 |
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| Insight Enterprises (NSIT) | 0.5 | $1.2M | -3% | 10k | 113.41 |
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| Jacobs Engineering Group (J) | 0.5 | $1.2M | 7.8k | 149.86 |
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| Freeport-mcmoran CL B (FCX) | 0.5 | $1.2M | 30k | 39.22 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.5 | $1.1M | 15k | 75.10 |
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| Snowflake Com Shs (SNOW) | 0.5 | $1.1M | 4.9k | 225.55 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.5 | $1.1M | 69k | 16.01 |
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| ESCO Technologies (ESE) | 0.5 | $1.1M | NEW | 5.1k | 211.11 |
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| Spdr Series Trust S&p Biotech (XBI) | 0.4 | $1.0M | -4% | 11k | 100.20 |
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| Stryker Corporation (SYK) | 0.4 | $1.0M | -2% | 2.8k | 369.67 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $1.0M | 2.2k | 485.02 |
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| Danaher Corporation (DHR) | 0.4 | $1.0M | -3% | 5.2k | 198.26 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $1.0M | 19k | 54.18 |
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| Servicenow (NOW) | 0.4 | $1.0M | 1.1k | 920.28 |
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| Tempus Ai Cl A (TEM) | 0.4 | $987k | 12k | 80.71 |
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| Nextracker Class A Com (NXT) | 0.4 | $982k | 13k | 73.99 |
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| Celsius Hldgs Com New (CELH) | 0.4 | $980k | NEW | 17k | 57.49 |
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| Cameco Corporation (CCJ) | 0.4 | $957k | 11k | 83.86 |
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| On Hldg Namen Akt A (ONON) | 0.4 | $938k | +2739% | 22k | 42.35 |
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| Nextera Energy (NEE) | 0.4 | $915k | 12k | 75.49 |
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| Caretrust Reit (CTRE) | 0.4 | $899k | 26k | 34.68 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $899k | 6.3k | 142.41 |
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| Goldman Sachs (GS) | 0.4 | $874k | 1.1k | 796.35 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $794k | -5% | 14k | 57.10 |
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| TJX Companies (TJX) | 0.3 | $784k | 5.4k | 144.54 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $774k | +4% | 1.3k | 612.38 |
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| H&R Block (HRB) | 0.3 | $772k | 15k | 50.57 |
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| Rio Tinto Sponsored Adr (RIO) | 0.3 | $771k | 12k | 66.01 |
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| Ishares Tr Msci India Etf (INDA) | 0.3 | $771k | -2% | 15k | 52.06 |
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| Pfizer (PFE) | 0.3 | $762k | 30k | 25.48 |
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| Union Pacific Corporation (UNP) | 0.3 | $743k | 3.1k | 236.37 |
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| Mondelez Intl Cl A (MDLZ) | 0.3 | $742k | 12k | 62.47 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.3 | $739k | 7.6k | 97.82 |
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| Ionq Inc Pipe (IONQ) | 0.3 | $710k | +4175% | 12k | 61.50 |
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| Toyota Motor Corp Ads (TM) | 0.3 | $688k | -3% | 3.6k | 191.09 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $684k | 29k | 23.28 |
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| Procter & Gamble Company (PG) | 0.3 | $676k | 4.4k | 153.65 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $670k | 10k | 65.26 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $641k | 23k | 27.90 |
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| Workday Cl A (WDAY) | 0.2 | $586k | 2.4k | 240.73 |
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| Workiva Com Cl A (WK) | 0.2 | $574k | 6.7k | 86.08 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $554k | 2.3k | 243.10 |
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| McDonald's Corporation (MCD) | 0.2 | $553k | -2% | 1.8k | 303.89 |
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| Cme (CME) | 0.2 | $535k | 2.0k | 270.19 |
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| Wells Fargo & Company (WFC) | 0.2 | $522k | 6.2k | 83.82 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $520k | 4.3k | 120.72 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $497k | 745.00 | 666.48 |
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| Intuit (INTU) | 0.2 | $484k | 708.00 | 682.91 |
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| ConocoPhillips (COP) | 0.2 | $483k | -4% | 5.1k | 94.59 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $445k | -3% | 8.4k | 53.03 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $433k | 2.5k | 170.85 |
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| Abbott Laboratories (ABT) | 0.2 | $377k | 2.8k | 133.94 |
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| Northern Trust Corporation (NTRS) | 0.2 | $363k | 2.7k | 134.60 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $351k | 750.00 | 468.41 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $350k | -2% | 4.7k | 74.49 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $336k | 1.9k | 174.58 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $335k | 500.00 | 669.30 |
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| Netflix (NFLX) | 0.1 | $321k | 268.00 | 1198.92 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $311k | 622.00 | 499.21 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $310k | 545.00 | 568.81 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $299k | 8.1k | 36.81 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $286k | 972.00 | 293.74 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $282k | NEW | 6.6k | 42.79 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $277k | +20% | 1.3k | 208.71 |
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| Carrier Global Corporation (CARR) | 0.1 | $257k | 4.3k | 59.70 |
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| Cambria Etf Tr Global Value Etf (GVAL) | 0.1 | $246k | 8.4k | 29.23 |
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| Constellation Brands Cl A (STZ) | 0.1 | $233k | 1.7k | 134.67 |
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| Qorvo (QRVO) | 0.1 | $232k | 2.5k | 91.08 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $222k | 1.9k | 118.83 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $222k | +2% | 8.4k | 26.34 |
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| American Express Company (AXP) | 0.1 | $213k | 640.00 | 332.16 |
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| Advanced Micro Devices (AMD) | 0.1 | $212k | +85% | 1.3k | 161.79 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $203k | 2.5k | 82.58 |
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| Astera Labs (ALAB) | 0.1 | $202k | +442% | 1.0k | 195.80 |
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| Southern Company (SO) | 0.1 | $199k | 2.1k | 94.77 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $197k | 600.00 | 328.17 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $193k | 656.00 | 293.79 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $189k | 2.1k | 89.37 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $185k | NEW | 6.3k | 29.11 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $183k | 1.9k | 95.89 |
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| Ishares Tr Msci Uk Etf New (EWU) | 0.1 | $168k | 4.0k | 41.97 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $167k | NEW | 349.00 | 479.61 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $154k | 1.2k | 129.72 |
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| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.1 | $153k | 5.2k | 29.39 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $151k | 2.1k | 72.77 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $151k | 757.00 | 199.47 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $151k | 729.00 | 206.51 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $149k | +43% | 502.00 | 297.62 |
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| Prudential Financial (PRU) | 0.1 | $149k | 1.4k | 103.74 |
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| Oracle Corporation (ORCL) | 0.1 | $149k | 528.00 | 281.24 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $145k | 265.00 | 546.75 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $142k | +4% | 237.00 | 600.44 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $139k | NEW | 4.4k | 31.91 |
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| Micron Technology (MU) | 0.1 | $138k | 822.00 | 167.32 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $137k | +3% | 280.00 | 490.38 |
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| CVS Caremark Corporation (CVS) | 0.1 | $134k | 1.8k | 75.39 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $131k | 2.6k | 50.63 |
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| Biogen Idec (BIIB) | 0.1 | $123k | 880.00 | 140.08 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $118k | +91% | 16k | 7.22 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $112k | 4.6k | 24.40 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $111k | 1.6k | 71.37 |
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| United Parcel Service CL B (UPS) | 0.0 | $107k | -11% | 1.3k | 83.53 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $107k | 1.0k | 103.36 |
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| Ecolab (ECL) | 0.0 | $103k | 375.00 | 273.86 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $101k | +758% | 541.00 | 186.49 |
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| Casey's General Stores (CASY) | 0.0 | $97k | 171.00 | 565.32 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $90k | 465.00 | 192.74 |
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| Diageo Spon Adr New (DEO) | 0.0 | $89k | 935.00 | 95.43 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $86k | 1.5k | 57.10 |
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| Knight-swift Transn Hldgs In Cl A (KNX) | 0.0 | $86k | -9% | 2.2k | 39.51 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $80k | 1.5k | 53.87 |
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| Invesco Db Us Dlr Index Tr Bearish Fd (UDN) | 0.0 | $80k | 4.3k | 18.82 |
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| Intercontinental Exchange (ICE) | 0.0 | $79k | 470.00 | 168.48 |
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| Manulife Finl Corp (MFC) | 0.0 | $77k | 2.5k | 31.15 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $74k | 1.6k | 45.99 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $73k | 2.9k | 25.19 |
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| Corteva (CTVA) | 0.0 | $71k | 1.0k | 67.63 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $66k | 1.1k | 59.69 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $66k | 1.5k | 45.21 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $63k | NEW | 1.4k | 46.81 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $63k | 179.00 | 352.75 |
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| MercadoLibre (MELI) | 0.0 | $58k | 25.00 | 2336.96 |
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| Capital One Financial (COF) | 0.0 | $57k | 267.00 | 212.58 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $56k | 700.00 | 80.21 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $52k | 909.00 | 56.94 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $52k | 1.2k | 43.78 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $51k | 710.00 | 72.11 |
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| Suncor Energy (SU) | 0.0 | $50k | 1.2k | 41.81 |
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| Emerson Electric (EMR) | 0.0 | $50k | 380.00 | 131.18 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $50k | 350.00 | 142.10 |
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| PPG Industries (PPG) | 0.0 | $49k | 469.00 | 105.11 |
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| Invesco Currencyshares Euro Euro Shs (FXE) | 0.0 | $49k | 450.00 | 108.37 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $49k | 1.9k | 25.52 |
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| Principal Financial (PFG) | 0.0 | $47k | 570.00 | 82.91 |
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| Mp Materials Corp Com Cl A (MP) | 0.0 | $47k | +4% | 700.00 | 67.07 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $47k | 65.00 | 718.55 |
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| Masco Corporation (MAS) | 0.0 | $46k | 650.00 | 70.39 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $44k | +10% | 305.00 | 143.18 |
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| Innventure (INV) | 0.0 | $43k | 7.5k | 5.79 |
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| Tesla Motors (TSLA) | 0.0 | $43k | +38% | 97.00 | 444.72 |
|
| Shell Spon Ads (SHEL) | 0.0 | $43k | 600.00 | 71.53 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $41k | +88% | 1.7k | 24.34 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $39k | 250.00 | 154.23 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $38k | 1.6k | 24.30 |
|
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 0.0 | $38k | 1.3k | 28.89 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $37k | 292.00 | 128.24 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $36k | 883.00 | 41.11 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $36k | 1.5k | 23.47 |
|
|
| AmerisourceBergen (COR) | 0.0 | $34k | 110.00 | 312.54 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $33k | 236.00 | 141.50 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $33k | 1.1k | 31.42 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $32k | 300.00 | 107.81 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $32k | 150.00 | 214.59 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $32k | 500.00 | 64.24 |
|
|
| Darling International (DAR) | 0.0 | $31k | 1.0k | 30.87 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $30k | 800.00 | 37.40 |
|
|
| AvalonBay Communities (AVB) | 0.0 | $29k | 150.00 | 193.17 |
|
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $29k | 442.00 | 64.73 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $28k | 313.00 | 90.73 |
|
|
| Cardinal Health (CAH) | 0.0 | $28k | -10% | 180.00 | 156.96 |
|
| Jefferies Finl Group (JEF) | 0.0 | $28k | 431.00 | 65.42 |
|
|
| Progressive Corporation (PGR) | 0.0 | $27k | 111.00 | 246.96 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $27k | 400.00 | 67.83 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $27k | NEW | 215.00 | 126.04 |
|
| Starbucks Corporation (SBUX) | 0.0 | $25k | 295.00 | 84.60 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $24k | 295.00 | 82.34 |
|
|
| FedEx Corporation (FDX) | 0.0 | $24k | 100.00 | 235.81 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $23k | 255.00 | 89.62 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $22k | 244.00 | 91.36 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $21k | 100.00 | 209.34 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $20k | 140.00 | 142.55 |
|
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $19k | 317.00 | 61.12 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $19k | 107.00 | 178.74 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $19k | 54.00 | 351.28 |
|
|
| Pure Storage Cl A (PSTG) | 0.0 | $19k | 225.00 | 83.81 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $18k | 132.00 | 139.17 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $16k | 279.00 | 58.72 |
|
|
| Dow (DOW) | 0.0 | $16k | -8% | 711.00 | 22.93 |
|
| Watsco, Incorporated (WSO) | 0.0 | $16k | 40.00 | 404.30 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $16k | 112.00 | 142.40 |
|
|
| Invesco Exch Traded Fd Tr Ii Msci Gbl Timbr (CUT) | 0.0 | $16k | 539.00 | 29.55 |
|
|
| Texas Pacific Land Corp (TPL) | 0.0 | $16k | 17.00 | 933.65 |
|
|
| Marvell Technology (MRVL) | 0.0 | $15k | 180.00 | 84.07 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $15k | NEW | 187.00 | 80.17 |
|
| Dominion Resources (D) | 0.0 | $15k | 245.00 | 61.17 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $15k | 50.00 | 297.92 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $15k | 440.00 | 33.37 |
|
|
| Mongodb Cl A (MDB) | 0.0 | $15k | 47.00 | 310.38 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $15k | 98.00 | 148.61 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $14k | 100.00 | 141.77 |
|
|
| Markel Corporation (MKL) | 0.0 | $13k | 7.00 | 1911.43 |
|
|
| Rubrik Cl A (RBRK) | 0.0 | $13k | 160.00 | 82.25 |
|
|
| Electronic Arts (EA) | 0.0 | $12k | 60.00 | 201.70 |
|
|
| Moody's Corporation (MCO) | 0.0 | $12k | 25.00 | 476.48 |
|
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $12k | 90.00 | 129.28 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $11k | 35.00 | 307.63 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $9.3k | +12% | 181.00 | 51.59 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $9.1k | +444% | 147.00 | 61.95 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $8.2k | 300.00 | 27.30 |
|
|
| Eos Energy Enterprises Com Cl A (EOSE) | 0.0 | $8.0k | NEW | 700.00 | 11.39 |
|
| Confluent Class A Com (CFLT) | 0.0 | $7.9k | 400.00 | 19.80 |
|
|
| EQT Corporation (EQT) | 0.0 | $7.9k | +7% | 145.00 | 54.43 |
|
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $6.9k | 200.00 | 34.27 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $6.5k | 81.00 | 79.80 |
|
|
| Post Holdings Inc Common (POST) | 0.0 | $6.2k | 58.00 | 107.48 |
|
|
| UnitedHealth (UNH) | 0.0 | $5.9k | +142% | 17.00 | 345.35 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $5.3k | 100.00 | 53.40 |
|
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $5.3k | NEW | 275.00 | 19.38 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $5.1k | 64.00 | 79.95 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $5.1k | 25.00 | 203.60 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $4.4k | 37.00 | 118.38 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $4.3k | 125.00 | 34.38 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $3.9k | 50.00 | 78.92 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $3.9k | 50.00 | 78.10 |
|
|
| Applied Materials (AMAT) | 0.0 | $3.5k | 17.00 | 204.76 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $3.4k | 35.00 | 96.51 |
|
|
| Compass Cl A (COMP) | 0.0 | $3.2k | 400.00 | 8.03 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $3.1k | 28.00 | 111.25 |
|
|
| Amgen (AMGN) | 0.0 | $3.1k | 11.00 | 282.27 |
|
|
| Shake Shack Cl A (SHAK) | 0.0 | $2.8k | 30.00 | 93.63 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $2.7k | 55.00 | 48.73 |
|
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.0 | $2.6k | 50.00 | 52.44 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $2.6k | +2000% | 21.00 | 123.76 |
|
| Spdr Series Trust Bloomberg High Y (JNK) | 0.0 | $2.5k | 26.00 | 98.00 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $2.5k | 25.00 | 100.28 |
|
|
| Southern Copper Corporation (SCCO) | 0.0 | $2.4k | 20.00 | 121.40 |
|
|
| Public Storage (PSA) | 0.0 | $2.3k | 8.00 | 288.88 |
|
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.0 | $2.1k | NEW | 50.00 | 42.02 |
|
| D.R. Horton (DHI) | 0.0 | $1.9k | 11.00 | 169.55 |
|
|
| Rocket Lab Corp (RKLB) | 0.0 | $1.7k | NEW | 35.00 | 47.91 |
|
| Wedbush Ser Tr Dan Ives Wedbush (IVES) | 0.0 | $1.6k | 50.00 | 32.12 |
|
|
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $1.5k | NEW | 30.00 | 49.10 |
|
| Visa Com Cl A (V) | 0.0 | $1.4k | 4.00 | 341.50 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $1.3k | +700% | 8.00 | 167.38 |
|
| Pepsi (PEP) | 0.0 | $1.3k | +200% | 9.00 | 140.44 |
|
| Ge Aerospace Com New (GE) | 0.0 | $1.2k | +100% | 4.00 | 301.00 |
|
| Uber Technologies (UBER) | 0.0 | $1.2k | +300% | 12.00 | 98.00 |
|
| Abbvie (ABBV) | 0.0 | $927.000000 | 4.00 | 231.75 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $862.999500 | 15.00 | 57.53 |
|
|
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.0 | $784.000000 | 20.00 | 39.20 |
|
|
| Linde SHS (LIN) | 0.0 | $475.000000 | 1.00 | 475.00 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $461.000000 | 4.00 | 115.25 |
|
|
| Walt Disney Company (DIS) | 0.0 | $458.000000 | 4.00 | 114.50 |
|
|
| Honeywell International (HON) | 0.0 | $421.000000 | 2.00 | 210.50 |
|
|
| Coca-Cola Company (KO) | 0.0 | $397.999800 | 6.00 | 66.33 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $191.000000 | 2.00 | 95.50 |
|
|
| At&t (T) | 0.0 | $169.999800 | 6.00 | 28.33 |
|
Past Filings by Legacy Bridge
SEC 13F filings are viewable for Legacy Bridge going back to 2018
- Legacy Bridge 2025 Q3 filed Nov. 12, 2025
- Legacy Bridge 2025 Q2 filed Aug. 6, 2025
- Legacy Bridge 2025 Q1 filed May 8, 2025
- 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