Legacy Bridge
Latest statistics and disclosures from Legacy Bridge's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, WTBA, PLTR, AVGO, BRK.B, and represent 14.03% of Legacy Bridge's stock portfolio.
- Added to shares of these 10 stocks: VRTX, VST, SNOW, TEM, AXON, META, NVDA, IWO, IJH, VXUS.
- Started 39 new stock positions in KGC, DOV, EFX, GM, LULU, VCSH, TSLA, FAST, INDI, ALAB.
- Reduced shares in these 10 stocks: , , MNST, AMD, PEP, KO, GCT, , FSLR, RPM.
- Sold out of its positions in AZO, KO, THNQ, KSS, KHC, LRCX, MRK, MNST, NVO, OTIS. PEP, PSX, SNPS, TXN, UNH, WM, GCT, LIN.
- Legacy Bridge was a net seller of stock by $-159k.
- Legacy Bridge has $179M in assets under management (AUM), dropping by -6.56%.
- Central Index Key (CIK): 0001689144
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Portfolio Holdings for Legacy Bridge
Legacy Bridge holds 319 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 3.5 | $6.3M | +6% | 58k | 108.38 |
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| West Bancorporation Cap Stk (WTBA) | 2.9 | $5.2M | 263k | 19.94 |
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| Palantir Technologies Cl A (PLTR) | 2.8 | $4.9M | +2% | 59k | 84.40 |
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| Broadcom (AVGO) | 2.7 | $4.8M | +2% | 29k | 167.43 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $3.9M | +4% | 7.3k | 532.58 |
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| Ge Vernova (GEV) | 1.9 | $3.4M | 11k | 305.28 |
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| Wal-Mart Stores (WMT) | 1.8 | $3.2M | +5% | 36k | 87.79 |
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| Amazon (AMZN) | 1.8 | $3.2M | 17k | 190.26 |
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| Microsoft Corporation (MSFT) | 1.7 | $3.0M | 7.9k | 375.39 |
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| Arista Networks Com Shs (ANET) | 1.7 | $3.0M | +3% | 38k | 77.48 |
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| Eli Lilly & Co. (LLY) | 1.6 | $2.9M | +2% | 3.5k | 825.91 |
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| Eaton Corp SHS (ETN) | 1.5 | $2.6M | +3% | 9.6k | 271.83 |
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| Principal Exchange Traded Spectrum Pfd (PREF) | 1.4 | $2.6M | +2% | 137k | 18.70 |
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| Costco Wholesale Corporation (COST) | 1.4 | $2.5M | 2.7k | 945.84 |
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| Caterpillar (CAT) | 1.3 | $2.3M | -2% | 7.0k | 329.80 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $2.2M | +6% | 9.1k | 245.30 |
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| Sterling Construction Company (STRL) | 1.2 | $2.1M | +5% | 19k | 113.21 |
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| Intuitive Surgical Com New (ISRG) | 1.1 | $2.0M | +4% | 4.1k | 495.27 |
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| Home Depot (HD) | 1.1 | $2.0M | 5.4k | 366.49 |
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| Parker-Hannifin Corporation (PH) | 1.1 | $2.0M | 3.2k | 607.85 |
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| Palo Alto Networks (PANW) | 1.1 | $1.9M | -6% | 11k | 170.64 |
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| Apple (AAPL) | 1.1 | $1.9M | -3% | 8.6k | 222.12 |
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| Deere & Company (DE) | 1.1 | $1.9M | 4.1k | 469.35 |
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| Lowe's Companies (LOW) | 1.1 | $1.9M | 8.1k | 233.22 |
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| Johnson Ctls Intl SHS (JCI) | 1.1 | $1.9M | 24k | 80.11 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $1.9M | 11k | 166.00 |
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| Metropcs Communications (TMUS) | 1.0 | $1.8M | 6.9k | 266.71 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $1.8M | +8% | 9.3k | 199.49 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.0 | $1.8M | +20% | 7.2k | 255.53 |
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| Tractor Supply Company (TSCO) | 1.0 | $1.8M | 33k | 55.10 |
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| Axon Enterprise (AXON) | 1.0 | $1.8M | +46% | 3.4k | 525.95 |
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| Vertiv Holdings Com Cl A (VRT) | 0.9 | $1.7M | +4% | 24k | 72.20 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $1.7M | 33k | 50.83 |
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| Insight Enterprises (NSIT) | 0.9 | $1.6M | 11k | 149.99 |
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| Williams-Sonoma (WSM) | 0.9 | $1.6M | 10k | 158.10 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $1.6M | +2% | 13k | 118.93 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $1.6M | +2% | 18k | 85.07 |
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| Qualcomm (QCOM) | 0.9 | $1.6M | 10k | 153.61 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.9 | $1.6M | +19% | 25k | 62.10 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.5M | +5% | 9.7k | 156.23 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.8 | $1.5M | -3% | 19k | 81.10 |
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| Chevron Corporation (CVX) | 0.8 | $1.5M | +2% | 8.9k | 167.29 |
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| Celestica (CLS) | 0.8 | $1.5M | 19k | 78.81 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.8 | $1.5M | 9.7k | 150.98 |
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| Equinix (EQIX) | 0.8 | $1.5M | 1.8k | 815.35 |
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| Blackrock (BLK) | 0.8 | $1.4M | -2% | 1.5k | 946.48 |
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| Boston Scientific Corporation (BSX) | 0.8 | $1.4M | 14k | 100.88 |
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| Bank of New York Mellon Corporation (BK) | 0.8 | $1.4M | +2% | 17k | 83.87 |
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| National Fuel Gas (NFG) | 0.8 | $1.4M | 18k | 79.19 |
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| Digital Realty Trust (DLR) | 0.8 | $1.4M | +6% | 9.7k | 143.29 |
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| Nxp Semiconductors N V (NXPI) | 0.8 | $1.4M | -3% | 7.3k | 190.06 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.8 | $1.4M | +4% | 2.1k | 662.63 |
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| Nasdaq Omx (NDAQ) | 0.8 | $1.4M | +2% | 18k | 75.86 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.8 | $1.4M | 11k | 125.97 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $1.3M | 16k | 81.73 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.7 | $1.3M | 16k | 80.71 |
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| Valero Energy Corporation (VLO) | 0.7 | $1.2M | 9.4k | 132.07 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.7 | $1.2M | +2% | 46k | 26.20 |
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| Ishares Core Msci Emkt (IEMG) | 0.7 | $1.2M | +13% | 22k | 53.97 |
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| Freeport-mcmoran CL B (FCX) | 0.7 | $1.2M | +2% | 31k | 37.86 |
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| Danaher Corporation (DHR) | 0.6 | $1.2M | 5.7k | 205.00 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.6 | $1.1M | +1005% | 2.3k | 484.82 |
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| Morgan Stanley Com New (MS) | 0.6 | $1.1M | 9.7k | 116.67 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $1.1M | +5% | 2.3k | 497.60 |
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| Stryker Corporation (SYK) | 0.6 | $1.1M | 2.9k | 372.25 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $1.1M | +2% | 3.5k | 312.08 |
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| Illinois Tool Works (ITW) | 0.6 | $1.1M | 4.3k | 248.01 |
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| Hewlett Packard Enterprise (HPE) | 0.6 | $1.1M | +3% | 69k | 15.43 |
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| RPM International (RPM) | 0.6 | $1.1M | -14% | 9.1k | 115.68 |
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| Meta Platforms Cl A (META) | 0.6 | $999k | +94% | 1.7k | 576.36 |
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| Jacobs Engineering Group (J) | 0.5 | $973k | -2% | 8.0k | 120.89 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $952k | -4% | 17k | 57.14 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.5 | $942k | +3% | 12k | 80.65 |
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| Vistra Energy (VST) | 0.5 | $925k | +7775% | 7.9k | 117.44 |
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| Servicenow (NOW) | 0.5 | $877k | +4% | 1.1k | 796.14 |
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| Nextera Energy (NEE) | 0.5 | $843k | 12k | 70.89 |
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| H&R Block (HRB) | 0.5 | $838k | 15k | 54.91 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.5 | $825k | -2% | 24k | 34.91 |
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| Mondelez Intl Cl A (MDLZ) | 0.5 | $815k | +3% | 12k | 67.85 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $812k | +10% | 18k | 45.26 |
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| Procter & Gamble Company (PG) | 0.4 | $801k | 4.7k | 170.42 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $800k | 6.8k | 117.49 |
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| Ishares Tr Msci India Etf (INDA) | 0.4 | $798k | 16k | 51.48 |
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| Oklo Com Cl A (OKLO) | 0.4 | $789k | 37k | 21.63 |
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| Knight-swift Transn Hldgs In Cl A (KNX) | 0.4 | $788k | 18k | 43.49 |
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| Caretrust Reit (CTRE) | 0.4 | $758k | +8% | 27k | 28.58 |
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| Union Pacific Corporation (UNP) | 0.4 | $754k | +5% | 3.2k | 236.24 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.4 | $704k | +4% | 69k | 10.24 |
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| Workday Cl A (WDAY) | 0.4 | $701k | 3.0k | 233.53 |
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| Snowflake Cl A (SNOW) | 0.4 | $694k | +4376% | 4.7k | 146.16 |
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| Rio Tinto Sponsored Adr (RIO) | 0.4 | $691k | +6% | 12k | 60.08 |
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| Toyota Motor Corp Ads (TM) | 0.4 | $683k | 3.9k | 176.53 |
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| TJX Companies (TJX) | 0.4 | $661k | 5.4k | 121.80 |
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| Centrus Energy Corp Cl A (LEU) | 0.4 | $646k | +5% | 10k | 62.21 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $615k | 1.2k | 513.91 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $608k | +76% | 10k | 58.35 |
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| Goldman Sachs (GS) | 0.3 | $600k | -7% | 1.1k | 546.29 |
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| First Solar (FSLR) | 0.3 | $599k | -27% | 4.7k | 126.43 |
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| Nextracker Class A Com (NXT) | 0.3 | $586k | -6% | 14k | 42.14 |
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| McDonald's Corporation (MCD) | 0.3 | $585k | -22% | 1.9k | 312.29 |
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| Tempus Ai Cl A (TEM) | 0.3 | $582k | NEW | 12k | 48.24 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $581k | 29k | 19.78 |
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| Cme (CME) | 0.3 | $573k | +6% | 2.2k | 265.29 |
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| ConocoPhillips (COP) | 0.3 | $562k | -8% | 5.4k | 105.02 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $538k | -4% | 23k | 23.43 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $537k | -3% | 10k | 52.37 |
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| Workiva Com Cl A (WK) | 0.3 | $506k | 6.7k | 75.91 |
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| Intuit (INTU) | 0.3 | $480k | 782.00 | 613.99 |
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| AeroVironment (AVAV) | 0.3 | $468k | +4% | 3.9k | 119.19 |
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| Wells Fargo & Company (WFC) | 0.2 | $447k | 6.2k | 71.79 |
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| Cameco Corporation (CCJ) | 0.2 | $443k | +6% | 11k | 41.16 |
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| Qorvo (QRVO) | 0.2 | $428k | -13% | 5.9k | 72.41 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $425k | +14% | 759.00 | 559.52 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $400k | -12% | 4.3k | 92.83 |
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| Skechers U S A Cl A (SKX) | 0.2 | $396k | +8% | 7.0k | 56.78 |
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| Abbott Laboratories (ABT) | 0.2 | $392k | 3.0k | 132.65 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $350k | -4% | 2.3k | 154.64 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $338k | -3% | 4.8k | 70.21 |
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| Constellation Brands Cl A (STZ) | 0.2 | $323k | -6% | 1.8k | 183.52 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $322k | -2% | 720.00 | 446.94 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $312k | +14% | 2.2k | 139.78 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $309k | 1.9k | 160.54 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $299k | 545.00 | 548.12 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $281k | 500.00 | 561.90 |
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| Carrier Global Corporation (CARR) | 0.2 | $275k | 4.3k | 63.40 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $271k | 750.00 | 361.09 |
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| Northern Trust Corporation (NTRS) | 0.1 | $266k | 2.7k | 98.65 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $251k | +99% | 972.00 | 258.62 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $247k | +3% | 8.3k | 29.82 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $216k | -20% | 1.2k | 186.29 |
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| Cambria Etf Tr Global Value Etf (GVAL) | 0.1 | $208k | 8.4k | 24.75 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $196k | +14% | 1.9k | 104.57 |
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| Southern Company (SO) | 0.1 | $193k | -2% | 2.1k | 91.95 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $178k | 8.1k | 22.08 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $174k | 2.1k | 82.54 |
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| United Parcel Service CL B (UPS) | 0.1 | $173k | -2% | 1.6k | 109.99 |
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| American Express Company (AXP) | 0.1 | $172k | 640.00 | 269.05 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $172k | 2.5k | 69.81 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $165k | 600.00 | 274.84 |
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| Netflix (NFLX) | 0.1 | $162k | 174.00 | 932.53 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $161k | 656.00 | 244.64 |
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| Prudential Financial (PRU) | 0.1 | $160k | -10% | 1.4k | 111.68 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $159k | +10% | 1.9k | 83.28 |
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| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.1 | $155k | 5.2k | 29.75 |
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| Ishares Tr Msci Uk Etf New (EWU) | 0.1 | $150k | 4.0k | 37.47 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $142k | 1.2k | 119.73 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $139k | 729.00 | 190.58 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $139k | 754.00 | 184.19 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $129k | 2.6k | 49.90 |
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| Biogen Idec (BIIB) | 0.1 | $129k | 941.00 | 136.86 |
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| Amentum Holdings (AMTM) | 0.1 | $122k | -18% | 6.7k | 18.20 |
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| Diageo Spon Adr New (DEO) | 0.1 | $114k | -3% | 1.1k | 104.79 |
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| CVS Caremark Corporation (CVS) | 0.1 | $114k | 1.7k | 67.75 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $112k | 4.6k | 24.34 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $108k | 295.00 | 366.54 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $107k | +39% | 229.00 | 468.95 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $107k | 1.0k | 103.47 |
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| Ecolab (ECL) | 0.1 | $95k | 376.00 | 253.27 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $95k | +92% | 270.00 | 352.58 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $94k | 1.6k | 60.66 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $88k | 350.00 | 251.77 |
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| Intercontinental Exchange (ICE) | 0.0 | $81k | 470.00 | 172.50 |
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| Manulife Finl Corp (MFC) | 0.0 | $77k | +32% | 2.5k | 31.15 |
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| Casey's General Stores (CASY) | 0.0 | $74k | 171.00 | 434.04 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $74k | 1.5k | 49.81 |
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| Oracle Corporation (ORCL) | 0.0 | $73k | 523.00 | 139.81 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $73k | 2.9k | 25.15 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $73k | 1.5k | 48.31 |
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| PPG Industries (PPG) | 0.0 | $70k | 639.00 | 109.35 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $69k | 179.00 | 384.34 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $68k | -31% | 465.00 | 145.69 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $67k | 1.6k | 42.08 |
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| Corteva (CTVA) | 0.0 | $66k | -14% | 1.0k | 62.93 |
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| Darling International (DAR) | 0.0 | $63k | -44% | 2.0k | 31.24 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $59k | 1.5k | 40.41 |
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| Innventure (INV) | 0.0 | $58k | 7.5k | 7.71 |
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| ConAgra Foods (CAG) | 0.0 | $53k | 2.0k | 26.67 |
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| Micron Technology (MU) | 0.0 | $53k | +117% | 610.00 | 86.89 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $52k | +707% | 799.00 | 64.69 |
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| MercadoLibre (MELI) | 0.0 | $49k | +4% | 25.00 | 1950.88 |
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| Principal Financial (PFG) | 0.0 | $48k | 570.00 | 84.37 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $48k | 1.9k | 25.26 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $48k | +40% | 700.00 | 68.56 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $47k | 350.00 | 134.29 |
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| Suncor Energy (SU) | 0.0 | $46k | 1.2k | 38.72 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $46k | 1.2k | 38.81 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $46k | 710.00 | 64.52 |
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| Masco Corporation (MAS) | 0.0 | $45k | 650.00 | 69.54 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $44k | -33% | 909.00 | 48.45 |
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| Shell Spon Ads (SHEL) | 0.0 | $44k | -40% | 600.00 | 73.28 |
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| Emerson Electric (EMR) | 0.0 | $42k | -27% | 380.00 | 109.64 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $40k | +25% | 1.6k | 24.21 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $39k | 1.1k | 36.89 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $35k | 1.5k | 23.16 |
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| On Hldg Namen Akt A (ONON) | 0.0 | $34k | 780.00 | 43.92 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $34k | 579.00 | 58.96 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $33k | 250.00 | 131.07 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $33k | 292.00 | 111.48 |
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| AvalonBay Communities (AVB) | 0.0 | $32k | -40% | 150.00 | 214.62 |
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| Equity Residential Sh Ben Int (EQR) | 0.0 | $32k | -40% | 442.00 | 71.58 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $32k | 883.00 | 35.65 |
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| Progressive Corporation (PGR) | 0.0 | $31k | 111.00 | 283.02 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $31k | 525.00 | 58.94 |
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| AmerisourceBergen (COR) | 0.0 | $31k | 111.00 | 277.26 |
|
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| Ishares Tr Latn Amer 40 Etf (ILF) | 0.0 | $31k | 1.3k | 23.55 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $30k | 313.00 | 96.18 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $29k | 236.00 | 124.50 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $29k | 295.00 | 98.09 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $29k | -64% | 20.00 | 1432.60 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $28k | 500.00 | 55.69 |
|
|
| Cardinal Health (CAH) | 0.0 | $28k | -69% | 200.00 | 137.77 |
|
| Dow (DOW) | 0.0 | $27k | -32% | 777.00 | 34.92 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $27k | 800.00 | 33.21 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $26k | +40% | 286.00 | 90.40 |
|
| Discover Financial Services (DFS) | 0.0 | $26k | 150.00 | 170.70 |
|
|
| FedEx Corporation (FDX) | 0.0 | $24k | 100.00 | 243.78 |
|
|
| Jefferies Finl Group (JEF) | 0.0 | $23k | 431.00 | 53.57 |
|
|
| Texas Pacific Land Corp (TPL) | 0.0 | $23k | 17.00 | 1325.00 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $22k | 297.00 | 75.10 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $22k | 255.00 | 85.98 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $20k | 40.00 | 508.30 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $20k | +359% | 837.00 | 24.18 |
|
| Capital One Financial (COF) | 0.0 | $20k | 111.00 | 179.06 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $19k | 132.00 | 146.02 |
|
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $17k | 317.00 | 54.67 |
|
|
| Invesco Exch Traded Fd Tr Ii Msci Gbl Timbr (CUT) | 0.0 | $17k | 539.00 | 30.75 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $16k | 140.00 | 115.60 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $15k | +29% | 266.00 | 57.60 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $14k | +7% | 107.00 | 132.23 |
|
| Dominion Resources (D) | 0.0 | $14k | 245.00 | 56.07 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $14k | 54.00 | 254.33 |
|
|
| salesforce (CRM) | 0.0 | $13k | 50.00 | 268.36 |
|
|
| Markel Corporation (MKL) | 0.0 | $13k | 7.00 | 1869.71 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $12k | 440.00 | 27.57 |
|
|
| Moody's Corporation (MCO) | 0.0 | $12k | 25.00 | 465.72 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $12k | 50.00 | 231.64 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $11k | 112.00 | 99.21 |
|
|
| Marvell Technology (MRVL) | 0.0 | $11k | 180.00 | 61.57 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $11k | 225.00 | 48.28 |
|
|
| Pure Storage Cl A (PSTG) | 0.0 | $10k | 225.00 | 44.27 |
|
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $9.7k | 90.00 | 107.59 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $9.7k | +409% | 56.00 | 172.75 |
|
| Confluent Class A Com (CFLT) | 0.0 | $9.4k | 400.00 | 23.44 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $9.4k | 98.00 | 95.49 |
|
|
| Electronic Arts (EA) | 0.0 | $8.9k | 61.00 | 145.11 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $8.4k | 300.00 | 27.96 |
|
|
| Mongodb Cl A (MDB) | 0.0 | $8.2k | 47.00 | 175.40 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $8.2k | 150.00 | 54.72 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $8.2k | 35.00 | 233.31 |
|
|
| Teradyne (TER) | 0.0 | $7.4k | 90.00 | 82.60 |
|
|
| EQT Corporation (EQT) | 0.0 | $7.2k | +22% | 135.00 | 53.44 |
|
| Post Holdings Inc Common (POST) | 0.0 | $6.7k | 58.00 | 116.36 |
|
|
| Astera Labs (ALAB) | 0.0 | $6.6k | NEW | 110.00 | 59.67 |
|
| Bank of America Corporation (BAC) | 0.0 | $6.1k | 145.00 | 41.73 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $6.0k | 64.00 | 93.70 |
|
|
| Ionq Inc Pipe (IONQ) | 0.0 | $6.0k | 270.00 | 22.07 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $5.7k | 81.00 | 70.22 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $5.2k | -78% | 125.00 | 41.80 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $4.7k | +108% | 25.00 | 188.16 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $4.4k | 100.00 | 43.70 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $3.9k | NEW | 50.00 | 78.94 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $3.9k | 50.00 | 78.28 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $3.8k | 50.00 | 76.58 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $3.6k | 35.00 | 104.26 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $3.6k | 37.00 | 96.46 |
|
|
| Compass Cl A (COMP) | 0.0 | $3.5k | 400.00 | 8.73 |
|
|
| Amgen (AMGN) | 0.0 | $3.1k | 10.00 | 311.60 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $3.1k | 28.00 | 111.11 |
|
|
| Tesla Motors (TSLA) | 0.0 | $3.1k | NEW | 12.00 | 259.17 |
|
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $3.0k | 200.00 | 15.22 |
|
|
| Shake Shack Cl A (SHAK) | 0.0 | $2.6k | 30.00 | 88.20 |
|
|
| Halliburton Company (HAL) | 0.0 | $2.5k | 100.00 | 25.37 |
|
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $2.5k | 26.00 | 95.31 |
|
|
| Applied Materials (AMAT) | 0.0 | $2.5k | 17.00 | 145.18 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $2.4k | 55.00 | 43.96 |
|
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.0 | $2.4k | 50.00 | 48.32 |
|
|
| Public Storage (PSA) | 0.0 | $2.4k | -88% | 8.00 | 299.38 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $2.0k | +300% | 20.00 | 98.95 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $1.9k | 20.00 | 93.50 |
|
|
| Block Cl A (XYZ) | 0.0 | $1.6k | 30.00 | 54.33 |
|
|
| D.R. Horton (DHI) | 0.0 | $1.4k | 11.00 | 127.18 |
|
|
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $799.000500 | 15.00 | 53.27 |
|
|
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.0 | $345.000000 | NEW | 20.00 | 17.25 |
|
| American Electric Power Company (AEP) | 0.0 | $339.999900 | NEW | 3.00 | 113.33 |
|
| Fidelity National Information Services (FIS) | 0.0 | $181.000000 | NEW | 2.00 | 90.50 |
|
| Invitation Homes (INVH) | 0.0 | $181.000000 | NEW | 5.00 | 36.20 |
|
| DaVita (DVA) | 0.0 | $176.000000 | NEW | 1.00 | 176.00 |
|
| AFLAC Incorporated (AFL) | 0.0 | $174.000000 | NEW | 2.00 | 87.00 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $174.000000 | NEW | 1.00 | 174.00 |
|
| Fastenal Company (FAST) | 0.0 | $173.000000 | NEW | 2.00 | 86.50 |
|
| Ball Corporation (BALL) | 0.0 | $170.000100 | NEW | 3.00 | 56.67 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $168.999900 | NEW | 3.00 | 56.33 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $168.000000 | NEW | 3.00 | 56.00 |
|
| General Mills (GIS) | 0.0 | $167.000100 | NEW | 3.00 | 55.67 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $167.000000 | NEW | 1.00 | 167.00 |
|
| Fox Corp Cl A Com (FOXA) | 0.0 | $167.000100 | NEW | 3.00 | 55.67 |
|
| Equifax (EFX) | 0.0 | $166.000000 | NEW | 1.00 | 166.00 |
|
| Advanced Micro Devices (AMD) | 0.0 | $164.000000 | -99% | 2.00 | 82.00 |
|
| General Motors Company (GM) | 0.0 | $161.000100 | NEW | 3.00 | 53.67 |
|
| Cisco Systems (CSCO) | 0.0 | $159.999900 | NEW | 3.00 | 53.33 |
|
| International Paper Company (IP) | 0.0 | $159.999900 | NEW | 3.00 | 53.33 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $159.999900 | -99% | 3.00 | 53.33 |
|
| eBay (EBAY) | 0.0 | $159.000000 | NEW | 2.00 | 79.50 |
|
| FirstEnergy (FE) | 0.0 | $156.000000 | NEW | 4.00 | 39.00 |
|
| Apa Corporation (APA) | 0.0 | $155.999900 | NEW | 7.00 | 22.29 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $155.000000 | NEW | 2.00 | 77.50 |
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $153.000000 | NEW | 2.00 | 76.50 |
|
| State Street Corporation (STT) | 0.0 | $152.000000 | NEW | 2.00 | 76.00 |
|
| Ametek (AME) | 0.0 | $152.000000 | NEW | 1.00 | 152.00 |
|
| Dover Corporation (DOV) | 0.0 | $148.000000 | NEW | 1.00 | 148.00 |
|
| Las Vegas Sands (LVS) | 0.0 | $146.000000 | NEW | 4.00 | 36.50 |
|
| Jabil Circuit (JBL) | 0.0 | $142.000000 | NEW | 1.00 | 142.00 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $136.999800 | NEW | 7.00 | 19.57 |
|
| Teleflex Incorporated (TFX) | 0.0 | $130.000000 | NEW | 1.00 | 130.00 |
|
| Constellation Energy (CEG) | 0.0 | $128.000000 | NEW | 1.00 | 128.00 |
|
| Kinross Gold Corp (KGC) | 0.0 | $127.000000 | NEW | 10.00 | 12.70 |
|
| Indie Semiconductor Class A Com (INDI) | 0.0 | $41.000000 | NEW | 20.00 | 2.05 |
|
| Cummins (CMI) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Lululemon Athletica (LULU) | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Legacy Bridge
SEC 13F filings are viewable for Legacy Bridge going back to 2018
- 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
- Legacy Bridge 2021 Q3 filed Oct. 26, 2021
- Legacy Bridge 2021 Q2 filed Aug. 3, 2021