Legacy Bridge
Latest statistics and disclosures from Legacy Bridge's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WTBA, AVGO, MSFT, LLY, NVDA, and represent 12.56% of Legacy Bridge's stock portfolio.
- Added to shares of these 10 stocks: STRL, ASML, SMCI, BRK.B, CELH, VTEB, IBDQ, VTIP, BK, IEMG.
- Started 15 new stock positions in BK, VTEB, IBDS, STRL, APD, QQQ, XPO, ASML, VRTX, IBDT. IBDQ, IJT, CELH, VTIP, SMCI.
- Reduced shares in these 10 stocks: BAC, BMY, ROK, , CRWD, C, EQIX, TDTT, PYPL, META.
- Sold out of its positions in BMY, C, CRWD, DVN, FIS, HBAN, MUB, PYPL, ROK, SHM. ZBH.
- Legacy Bridge was a net seller of stock by $-3.4M.
- Legacy Bridge has $154M in assets under management (AUM), dropping by 10.00%.
- Central Index Key (CIK): 0001689144
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Portfolio Holdings for Legacy Bridge
Legacy Bridge holds 292 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| West Bancorporation Cap Stk (WTBA) | 4.2 | $6.5M | 308k | 21.20 |
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| Broadcom (AVGO) | 2.3 | $3.6M | 3.2k | 1116.25 |
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| Microsoft Corporation (MSFT) | 2.1 | $3.3M | -3% | 8.8k | 376.04 |
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| Eli Lilly & Co. (LLY) | 2.0 | $3.1M | 5.3k | 582.92 |
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| NVIDIA Corporation (NVDA) | 1.9 | $2.9M | -2% | 5.8k | 495.22 |
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| Amazon (AMZN) | 1.7 | $2.6M | 17k | 151.94 |
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| Eaton Corp SHS (ETN) | 1.5 | $2.2M | -3% | 9.3k | 240.82 |
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| Apple (AAPL) | 1.4 | $2.2M | -2% | 12k | 192.53 |
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| Arista Networks (ANET) | 1.4 | $2.2M | 9.3k | 235.51 |
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| Caterpillar (CAT) | 1.4 | $2.1M | 7.1k | 295.67 |
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| Workiva Com Cl A (WK) | 1.3 | $2.1M | 20k | 101.53 |
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| Advanced Micro Devices (AMD) | 1.3 | $2.0M | 13k | 147.41 |
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| Insight Enterprises (NSIT) | 1.3 | $2.0M | 11k | 177.19 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $1.9M | +111% | 5.5k | 356.66 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $1.9M | 14k | 140.93 |
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| Lowe's Companies (LOW) | 1.2 | $1.9M | 8.4k | 222.55 |
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| Home Depot (HD) | 1.2 | $1.8M | -2% | 5.2k | 346.55 |
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| Costco Wholesale Corporation (COST) | 1.1 | $1.8M | 2.7k | 660.08 |
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| Palo Alto Networks (PANW) | 1.1 | $1.7M | 5.9k | 294.88 |
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| Nxp Semiconductors N V (NXPI) | 1.1 | $1.7M | 7.6k | 229.68 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.1 | $1.7M | 8.5k | 200.71 |
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| Wal-Mart Stores (WMT) | 1.1 | $1.7M | 11k | 157.65 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 1.1 | $1.7M | 11k | 155.33 |
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| Honeywell International (HON) | 1.1 | $1.7M | -3% | 7.9k | 209.71 |
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| Deere & Company (DE) | 1.1 | $1.6M | -4% | 4.1k | 399.87 |
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| Tractor Supply Company (TSCO) | 1.0 | $1.6M | -2% | 7.5k | 215.03 |
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| UnitedHealth (UNH) | 1.0 | $1.6M | 3.0k | 526.47 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.0 | $1.5M | -7% | 28k | 54.98 |
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| Sterling Construction Company (STRL) | 1.0 | $1.5M | NEW | 18k | 87.93 |
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| Parker-Hannifin Corporation (PH) | 1.0 | $1.5M | 3.3k | 460.70 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.0 | $1.5M | NEW | 2.0k | 756.92 |
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| Williams-Sonoma (WSM) | 1.0 | $1.5M | 7.3k | 201.78 |
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| Qualcomm (QCOM) | 1.0 | $1.5M | 10k | 144.63 |
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| Johnson Ctls Intl SHS (JCI) | 1.0 | $1.5M | -2% | 26k | 57.64 |
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| Equinix (EQIX) | 0.9 | $1.5M | -14% | 1.8k | 805.39 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $1.5M | 8.5k | 170.10 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $1.4M | 19k | 77.73 |
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| Chevron Corporation (CVX) | 0.9 | $1.4M | -2% | 9.5k | 149.16 |
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| Lululemon Athletica (LULU) | 0.9 | $1.4M | 2.8k | 511.29 |
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| Monster Beverage Corp (MNST) | 0.9 | $1.4M | 24k | 57.61 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $1.4M | 29k | 47.90 |
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| Danaher Corporation (DHR) | 0.9 | $1.3M | 5.7k | 231.34 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.9 | $1.3M | 17k | 77.32 |
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| Intuitive Surgical Com New (ISRG) | 0.8 | $1.3M | 3.9k | 337.36 |
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| salesforce (CRM) | 0.8 | $1.3M | 5.0k | 263.14 |
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| Super Micro Computer (SMCI) | 0.8 | $1.3M | NEW | 4.6k | 284.26 |
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| First Solar (FSLR) | 0.8 | $1.3M | -7% | 7.5k | 172.28 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.8 | $1.3M | 11k | 116.29 |
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| BlackRock (BLK) | 0.8 | $1.3M | 1.6k | 811.80 |
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| Metropcs Communications (TMUS) | 0.8 | $1.2M | 7.8k | 160.33 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $1.2M | -2% | 17k | 75.35 |
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| RPM International (RPM) | 0.8 | $1.2M | 11k | 111.63 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.8 | $1.2M | 21k | 57.96 |
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| Waste Management (WM) | 0.8 | $1.2M | 6.8k | 179.10 |
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| Valero Energy Corporation (VLO) | 0.8 | $1.2M | 9.4k | 130.00 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.8 | $1.2M | +3% | 4.8k | 252.22 |
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| Jacobs Engineering Group (J) | 0.8 | $1.2M | -4% | 9.2k | 129.80 |
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| Knight-swift Transn Hldgs In Cl A (KNX) | 0.8 | $1.2M | 21k | 57.65 |
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| American Tower Reit (AMT) | 0.8 | $1.2M | -5% | 5.5k | 215.88 |
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| Digital Realty Trust (DLR) | 0.8 | $1.2M | -4% | 8.7k | 134.58 |
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| Illinois Tool Works (ITW) | 0.8 | $1.2M | 4.5k | 261.94 |
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| Thermo Fisher Scientific (TMO) | 0.7 | $1.1M | 2.2k | 530.79 |
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| Robert Half International (RHI) | 0.7 | $1.1M | -11% | 13k | 87.92 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.7 | $1.1M | 15k | 75.32 |
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| Flexshares Tr Iboxx 3r Targt (TDTT) | 0.7 | $1.0M | -17% | 44k | 23.62 |
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| Key (KEY) | 0.7 | $1.0M | -6% | 70k | 14.40 |
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| Morgan Stanley Com New (MS) | 0.7 | $1.0M | 11k | 93.25 |
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| Procter & Gamble Company (PG) | 0.6 | $912k | -7% | 6.2k | 146.54 |
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| Celsius Hldgs Com New (CELH) | 0.6 | $901k | NEW | 17k | 54.52 |
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| Mondelez Intl Cl A (MDLZ) | 0.6 | $897k | -8% | 12k | 72.43 |
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| Boston Scientific Corporation (BSX) | 0.6 | $892k | 15k | 57.81 |
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| Pioneer Natural Resources (PXD) | 0.6 | $889k | -9% | 4.0k | 224.88 |
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| Stryker Corporation (SYK) | 0.6 | $881k | 2.9k | 299.46 |
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| Qorvo (QRVO) | 0.6 | $878k | 7.8k | 112.61 |
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| Union Pacific Corporation (UNP) | 0.6 | $863k | -3% | 3.5k | 245.62 |
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| Axon Enterprise (AXON) | 0.5 | $836k | 3.2k | 258.33 |
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| Workday Cl A (WDAY) | 0.5 | $833k | 3.0k | 276.06 |
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| Pepsi (PEP) | 0.5 | $825k | -8% | 4.9k | 169.84 |
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| Rio Tinto Sponsored Adr (RIO) | 0.5 | $821k | 11k | 74.46 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $792k | 2.3k | 350.91 |
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| Nextera Energy (NEE) | 0.5 | $765k | -6% | 13k | 60.74 |
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| H&R Block (HRB) | 0.5 | $739k | -3% | 15k | 48.37 |
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| McDonald's Corporation (MCD) | 0.5 | $720k | 2.4k | 296.51 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $711k | -5% | 6.8k | 104.46 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $705k | -3% | 18k | 40.21 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $669k | -5% | 16k | 41.10 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $667k | 1.5k | 436.80 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $637k | -21% | 12k | 51.27 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $575k | 12k | 47.24 |
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| Goldman Sachs (GS) | 0.4 | $565k | -9% | 1.5k | 385.77 |
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| ConocoPhillips (COP) | 0.4 | $542k | 4.7k | 116.07 |
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| Crown Castle Intl (CCI) | 0.4 | $540k | -8% | 4.7k | 115.19 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $537k | -24% | 15k | 36.96 |
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| TJX Companies (TJX) | 0.3 | $535k | 5.7k | 93.81 |
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| Nike CL B (NKE) | 0.3 | $522k | 4.8k | 108.57 |
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| Intuit (INTU) | 0.3 | $492k | 787.00 | 625.03 |
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| Walt Disney Company (DIS) | 0.3 | $490k | -14% | 5.4k | 90.29 |
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| Cme (CME) | 0.3 | $478k | -6% | 2.3k | 210.60 |
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| Constellation Brands Cl A (STZ) | 0.3 | $475k | 2.0k | 241.75 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $468k | 3.4k | 139.69 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $454k | -3% | 4.5k | 99.98 |
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| Canadian Pacific Kansas City (CP) | 0.3 | $423k | 5.3k | 79.06 |
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| Skechers U S A Cl A (SKX) | 0.3 | $406k | 6.5k | 62.34 |
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| Cummins (CMI) | 0.2 | $378k | 1.6k | 239.57 |
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| Coca-Cola Company (KO) | 0.2 | $370k | -9% | 6.3k | 58.93 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $366k | 4.9k | 75.10 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.2 | $347k | -11% | 6.8k | 50.94 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $340k | 750.00 | 453.24 |
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| Abbott Laboratories (ABT) | 0.2 | $325k | -12% | 3.0k | 110.07 |
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| Cisco Systems (CSCO) | 0.2 | $318k | -10% | 6.3k | 50.52 |
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| Edwards Lifesciences (EW) | 0.2 | $316k | 4.1k | 76.25 |
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| Pfizer (PFE) | 0.2 | $311k | 11k | 28.79 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $308k | 647.00 | 475.31 |
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| Wells Fargo & Company (WFC) | 0.2 | $307k | -9% | 6.2k | 49.22 |
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| Meta Platforms Cl A (META) | 0.2 | $301k | -38% | 850.00 | 353.96 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $295k | +3% | 1.1k | 277.15 |
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| United Parcel Service CL B (UPS) | 0.2 | $289k | 1.8k | 157.23 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $279k | 1.9k | 145.01 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $273k | 1.5k | 179.97 |
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| Celanese Corporation (CE) | 0.2 | $268k | 1.7k | 155.37 |
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| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.2 | $267k | 14k | 19.74 |
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| Merck & Co (MRK) | 0.2 | $262k | -13% | 2.4k | 109.02 |
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| Carrier Global Corporation (CARR) | 0.2 | $260k | -17% | 4.5k | 57.45 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $256k | -24% | 2.0k | 130.92 |
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| Ishares Tr Msci India Etf (INDA) | 0.2 | $251k | 5.2k | 48.81 |
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| Principal Financial (PFG) | 0.2 | $247k | -19% | 3.1k | 78.67 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $245k | 575.00 | 426.51 |
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| Darling International (DAR) | 0.2 | $245k | 4.9k | 49.84 |
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| Biogen Idec (BIIB) | 0.2 | $243k | 940.00 | 258.77 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $239k | 500.00 | 477.63 |
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| International Business Machines (IBM) | 0.2 | $237k | -23% | 1.4k | 163.55 |
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| Northern Trust Corporation (NTRS) | 0.1 | $228k | 2.7k | 84.38 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $227k | 750.00 | 303.17 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $216k | NEW | 4.2k | 51.05 |
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| Diageo Spon Adr New (DEO) | 0.1 | $215k | -13% | 1.5k | 145.66 |
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| Medtronic SHS (MDT) | 0.1 | $195k | -8% | 2.4k | 82.38 |
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| CVS Caremark Corporation (CVS) | 0.1 | $188k | -17% | 2.4k | 78.96 |
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| Cambria Etf Tr Global Value Etf (GVAL) | 0.1 | $179k | -39% | 8.4k | 21.30 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $179k | 365.00 | 489.99 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $175k | 796.00 | 219.57 |
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| American Equity Investment Life Holding (AEL) | 0.1 | $167k | 3.0k | 55.80 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $167k | +19% | 1.5k | 108.25 |
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| Prudential Financial (PRU) | 0.1 | $167k | 1.6k | 103.71 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $164k | 2.3k | 72.54 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $160k | 2.5k | 64.93 |
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| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.1 | $155k | 5.2k | 29.78 |
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| Southern Company (SO) | 0.1 | $151k | -9% | 2.2k | 70.12 |
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| Us Bancorp Del Com New (USB) | 0.1 | $149k | -17% | 3.4k | 43.28 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $142k | 600.00 | 237.22 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $140k | -4% | 234.00 | 596.60 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $135k | 1.2k | 114.04 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $133k | NEW | 5.4k | 24.76 |
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| Ishares Tr Msci Uk Etf New (EWU) | 0.1 | $132k | 4.0k | 33.05 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $124k | 534.00 | 232.64 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $124k | 714.00 | 173.89 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $123k | 2.2k | 56.40 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $123k | 732.00 | 167.96 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $123k | NEW | 2.6k | 47.49 |
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| American Express Company (AXP) | 0.1 | $120k | -26% | 640.00 | 187.34 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $116k | +77% | 2.3k | 50.58 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $116k | 1.5k | 79.22 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $114k | 2.1k | 55.67 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $114k | 470.00 | 241.77 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $111k | 2.3k | 48.45 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $111k | 1.9k | 58.33 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $102k | 1.0k | 98.59 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $100k | -6% | 674.00 | 148.36 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $100k | NEW | 1.9k | 52.05 |
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| PPG Industries (PPG) | 0.1 | $96k | 639.00 | 149.55 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $87k | 1.6k | 56.14 |
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| Intercontinental Exchange (ICE) | 0.1 | $86k | 670.00 | 128.43 |
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| Dupont De Nemours (DD) | 0.1 | $83k | -17% | 1.1k | 76.93 |
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| Global Payments (GPN) | 0.1 | $79k | -37% | 625.00 | 127.00 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $75k | 1.5k | 49.92 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $75k | -5% | 2.0k | 37.60 |
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| Ecolab (ECL) | 0.0 | $74k | 375.00 | 198.35 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $74k | +74% | 1.7k | 42.57 |
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| Marathon Oil Corporation (MRO) | 0.0 | $67k | 2.8k | 24.16 |
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| Shell Spon Ads (SHEL) | 0.0 | $66k | -37% | 1.0k | 65.80 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $65k | -48% | 1.6k | 40.68 |
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| Dow (DOW) | 0.0 | $64k | -29% | 1.2k | 54.84 |
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| Corteva (CTVA) | 0.0 | $59k | 1.2k | 47.92 |
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| ConAgra Foods (CAG) | 0.0 | $57k | -33% | 2.0k | 28.66 |
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| Linde SHS (LIN) | 0.0 | $57k | 139.00 | 410.71 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $56k | -75% | 625.00 | 89.47 |
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| O'reilly Automotive (ORLY) | 0.0 | $53k | 56.00 | 950.09 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $51k | 1.5k | 35.20 |
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| Emerson Electric (EMR) | 0.0 | $51k | 521.00 | 97.33 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $48k | 1.2k | 40.95 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $48k | NEW | 1.9k | 25.09 |
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| Casey's General Stores (CASY) | 0.0 | $47k | 171.00 | 274.74 |
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| AvalonBay Communities (AVB) | 0.0 | $47k | -37% | 250.00 | 187.22 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $46k | +358% | 1.1k | 43.85 |
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| Oracle Corporation (ORCL) | 0.0 | $45k | 430.00 | 105.43 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $45k | NEW | 111.00 | 406.89 |
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| Equity Residential Sh Ben Int (EQR) | 0.0 | $45k | -37% | 738.00 | 61.16 |
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| Schlumberger Com Stk (SLB) | 0.0 | $44k | +39% | 853.00 | 52.04 |
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| Kraft Heinz (KHC) | 0.0 | $44k | 1.2k | 36.98 |
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| Masco Corporation (MAS) | 0.0 | $44k | 650.00 | 66.98 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $43k | 710.00 | 60.86 |
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| Manulife Finl Corp (MFC) | 0.0 | $41k | 1.9k | 22.10 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $41k | 350.00 | 117.22 |
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| International Flavors & Fragrances (IFF) | 0.0 | $41k | -26% | 505.00 | 80.97 |
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| Suncor Energy (SU) | 0.0 | $38k | 1.2k | 32.04 |
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| Ishares Tr Latn Amer 40 Etf (ILF) | 0.0 | $38k | 1.3k | 29.06 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $36k | -70% | 765.00 | 46.62 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $35k | 235.00 | 149.50 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $35k | NEW | 128.00 | 273.80 |
|
| Netflix (NFLX) | 0.0 | $35k | 71.00 | 486.89 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $34k | 200.00 | 170.46 |
|
|
| AutoZone (AZO) | 0.0 | $34k | 13.00 | 2585.62 |
|
|
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $32k | 500.00 | 64.14 |
|
|
| BlackRock Enhanced Capital and Income (CII) | 0.0 | $30k | 1.6k | 19.00 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $30k | 292.00 | 100.97 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $29k | 883.00 | 32.66 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $29k | -16% | 250.00 | 113.99 |
|
| Vulcan Materials Company (VMC) | 0.0 | $28k | 125.00 | 227.02 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $28k | 295.00 | 96.01 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $28k | 800.00 | 35.25 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $27k | 525.00 | 52.10 |
|
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $27k | 297.00 | 89.29 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $27k | 500.00 | 53.01 |
|
|
| FedEx Corporation (FDX) | 0.0 | $25k | 100.00 | 252.97 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $24k | 325.00 | 73.13 |
|
|
| Lam Research Corporation (LRCX) | 0.0 | $24k | 30.00 | 783.27 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $23k | 313.00 | 74.27 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $23k | 10.00 | 2287.00 |
|
|
| AmerisourceBergen (COR) | 0.0 | $23k | 110.00 | 205.38 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $23k | 86.00 | 262.27 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $22k | -8% | 255.00 | 85.54 |
|
| Phillips 66 (PSX) | 0.0 | $21k | 161.00 | 133.14 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $20k | 500.00 | 39.03 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $18k | 132.00 | 136.39 |
|
|
| Public Storage (PSA) | 0.0 | $18k | 59.00 | 305.00 |
|
|
| Booking Holdings (BKNG) | 0.0 | $18k | 5.00 | 3547.40 |
|
|
| Progressive Corporation (PGR) | 0.0 | $18k | 111.00 | 159.29 |
|
|
| Jefferies Finl Group (JEF) | 0.0 | $17k | 431.00 | 40.41 |
|
|
| Invesco Exch Traded Fd Tr Ii Msci Gbl Timbr (CUT) | 0.0 | $17k | 539.00 | 32.06 |
|
|
| Kohl's Corporation (KSS) | 0.0 | $17k | 600.00 | 28.68 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $17k | 40.00 | 428.48 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $17k | NEW | 136.00 | 125.15 |
|
| Discover Financial Services (DFS) | 0.0 | $17k | 150.00 | 112.40 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $17k | 200.00 | 83.84 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $16k | 140.00 | 115.04 |
|
|
| Boeing Company (BA) | 0.0 | $16k | 60.00 | 260.67 |
|
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $15k | 317.00 | 47.05 |
|
|
| Capital One Financial (COF) | 0.0 | $14k | 110.00 | 131.13 |
|
|
| Ishares Tr Glob Utilits Etf (JXI) | 0.0 | $14k | 233.00 | 58.45 |
|
|
| Cardinal Health (CAH) | 0.0 | $14k | 135.00 | 100.80 |
|
|
| Dominion Resources (D) | 0.0 | $12k | 245.00 | 47.00 |
|
|
| Franco-Nevada Corporation (FNV) | 0.0 | $11k | 100.00 | 110.81 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $11k | 440.00 | 24.79 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $11k | 139.00 | 76.14 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $10k | 47.00 | 213.34 |
|
|
| Markel Corporation (MKL) | 0.0 | $9.9k | 7.00 | 1420.00 |
|
|
| Moody's Corporation (MCO) | 0.0 | $9.8k | 25.00 | 390.56 |
|
|
| Legg Mason Etf Invt Clrbrdg Al Cp Gw (CACG) | 0.0 | $9.4k | 200.00 | 47.12 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $9.3k | 225.00 | 41.39 |
|
|
| Electronic Arts (EA) | 0.0 | $8.2k | 60.00 | 136.82 |
|
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $7.9k | NEW | 90.00 | 87.60 |
|
| CarMax (KMX) | 0.0 | $7.4k | 97.00 | 76.74 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $7.2k | 82.00 | 88.37 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $7.1k | 110.00 | 64.63 |
|
|
| Te Connectivity SHS (TEL) | 0.0 | $7.0k | 50.00 | 140.50 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $6.7k | 99.00 | 67.38 |
|
|
| Las Vegas Sands (LVS) | 0.0 | $6.2k | 125.00 | 49.22 |
|
|
| Novocure Ord Shs (NVCR) | 0.0 | $6.0k | -15% | 400.00 | 14.93 |
|
| Becton, Dickinson and (BDX) | 0.0 | $5.6k | 23.00 | 243.87 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $5.3k | 70.00 | 75.54 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $5.2k | 81.00 | 64.48 |
|
|
| Post Holdings Inc Common (POST) | 0.0 | $5.1k | 58.00 | 88.07 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $5.1k | 64.00 | 79.72 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $4.9k | -99% | 145.00 | 33.68 |
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.0 | $4.9k | 100.00 | 48.74 |
|
|
| Eni S P A Sponsored Adr (E) | 0.0 | $4.7k | 138.00 | 34.01 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $4.4k | 90.00 | 48.49 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $4.4k | NEW | 182.00 | 23.93 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $4.3k | 60.00 | 72.03 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $3.9k | 50.00 | 77.02 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $3.8k | 50.00 | 76.38 |
|
|
| Halliburton Company (HAL) | 0.0 | $3.6k | -47% | 100.00 | 36.15 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $3.5k | 50.00 | 70.10 |
|
|
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $3.3k | 41.00 | 80.66 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $3.3k | NEW | 8.00 | 409.62 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $3.0k | 28.00 | 107.50 |
|
|
| Amgen (AMGN) | 0.0 | $2.9k | 10.00 | 288.10 |
|
|
| At&t (T) | 0.0 | $1.4k | 83.00 | 16.78 |
|
|
| Vitesse Energy Common Stock (VTS) | 0.0 | $1.1k | 50.00 | 21.90 |
|
|
| Hain Celestial (HAIN) | 0.0 | $1.1k | 98.00 | 10.96 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $228.000000 | 20.00 | 11.40 |
|
|
| Embecta Corp Common Stock (EMBC) | 0.0 | $76.000000 | 4.00 | 19.00 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $52.000500 | 15.00 | 3.47 |
|
Past Filings by Legacy Bridge
SEC 13F filings are viewable for Legacy Bridge going back to 2018
- 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
- Legacy Bridge 2020 Q1 restated filed May 1, 2020