Legacy Capital Group California
Latest statistics and disclosures from Legacy Capital Group California's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, JPST, BIL, MSFT, JAAA, and represent 19.62% of Legacy Capital Group California's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$6.8M), FAPR, HIGH, SPEM, RSP, TAL, CRWD, ZION, ANF, ZS.
- Started 54 new stock positions in ZS, SAP, CW, COF, HIGH, SPMD, DRUP, AEO, MO, NVS.
- Reduced shares in these 10 stocks: GBIL, FFEB, USTB, BIL, LGLV, TSLA, EMXC, , IOT, .
- Sold out of its positions in ALGN, BA, BMY, DECK, DLB, ZIG, EIX, EXAS, FFEB, IHG.
- Legacy Capital Group California was a net buyer of stock by $5.1M.
- Legacy Capital Group California has $259M in assets under management (AUM), dropping by 11.08%.
- Central Index Key (CIK): 0001977092
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Portfolio Holdings for Legacy Capital Group California
Legacy Capital Group California holds 272 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 | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 10.0 | $26M | +35% | 134k | 192.53 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 3.8 | $9.7M | 194k | 50.23 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 2.1 | $5.6M | -23% | 61k | 91.39 |
|
| Microsoft Corporation (MSFT) | 1.9 | $4.8M | -6% | 13k | 376.04 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.9 | $4.8M | -9% | 96k | 50.30 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 1.8 | $4.6M | -4% | 149k | 30.59 |
|
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR) | 1.7 | $4.3M | NEW | 123k | 34.95 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.7 | $4.3M | -3% | 77k | 55.90 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.6 | $4.3M | +3% | 43k | 100.27 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 1.5 | $3.9M | -3% | 67k | 58.45 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.4 | $3.5M | +71% | 22k | 157.80 |
|
| Fs Kkr Capital Corp (FSK) | 1.4 | $3.5M | 176k | 19.97 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $3.4M | -23% | 7.1k | 475.31 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.2 | $3.1M | +5% | 41k | 75.35 |
|
| Merck & Co (MRK) | 1.1 | $3.0M | 27k | 109.02 |
|
|
| Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) | 0.9 | $2.2M | NEW | 91k | 24.56 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $2.0M | +145% | 7.7k | 255.32 |
|
| Adobe Systems Incorporated (ADBE) | 0.8 | $2.0M | +92% | 3.3k | 596.60 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.7 | $1.9M | NEW | 55k | 35.41 |
|
| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.7 | $1.9M | -44% | 13k | 145.01 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.7 | $1.9M | -14% | 39k | 49.14 |
|
| Shopify Cl A (SHOP) | 0.7 | $1.8M | +157% | 23k | 77.90 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.8M | 13k | 139.69 |
|
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| Amazon (AMZN) | 0.6 | $1.7M | 11k | 151.94 |
|
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| Meta Platforms Cl A (META) | 0.6 | $1.6M | -27% | 4.6k | 353.92 |
|
| Novo-nordisk A S Adr (NVO) | 0.6 | $1.6M | -3% | 16k | 103.45 |
|
| Lam Research Corporation (LRCX) | 0.6 | $1.5M | +51% | 2.0k | 783.26 |
|
| Spotify Technology S A SHS (SPOT) | 0.6 | $1.5M | -21% | 8.0k | 187.91 |
|
| Upstart Hldgs (UPST) | 0.6 | $1.5M | +8% | 37k | 40.86 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $1.5M | 3.4k | 426.51 |
|
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.4M | 8.3k | 170.10 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.4M | 10k | 140.93 |
|
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| Netflix (NFLX) | 0.5 | $1.4M | 2.8k | 486.88 |
|
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| Ubs Group SHS (UBS) | 0.5 | $1.3M | 43k | 30.90 |
|
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| NVIDIA Corporation (NVDA) | 0.5 | $1.3M | -36% | 2.6k | 495.25 |
|
| Tal Education Group Sponsored Ads (TAL) | 0.5 | $1.3M | NEW | 99k | 12.63 |
|
| Kimberly-Clark Corporation (KMB) | 0.5 | $1.2M | 9.9k | 121.51 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $1.2M | +2% | 9.0k | 130.92 |
|
| Chubb (CB) | 0.5 | $1.2M | 5.2k | 226.00 |
|
|
| Elf Beauty (ELF) | 0.5 | $1.2M | -23% | 8.1k | 144.34 |
|
| Advanced Micro Devices (AMD) | 0.4 | $1.2M | -29% | 7.9k | 147.41 |
|
| McKesson Corporation (MCK) | 0.4 | $1.2M | +4% | 2.5k | 462.98 |
|
| Zions Bancorporation (ZION) | 0.4 | $1.1M | NEW | 26k | 43.87 |
|
| Abercrombie & Fitch Cl A (ANF) | 0.4 | $1.1M | NEW | 13k | 88.22 |
|
| Lululemon Athletica (LULU) | 0.4 | $1.1M | -17% | 2.2k | 511.29 |
|
| Zscaler Incorporated (ZS) | 0.4 | $1.1M | NEW | 5.0k | 221.56 |
|
| Qualcomm (QCOM) | 0.4 | $1.1M | 7.6k | 144.63 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $1.1M | 7.0k | 157.66 |
|
|
| Metropcs Communications (TMUS) | 0.4 | $1.1M | 6.8k | 160.33 |
|
|
| Curtiss-Wright (CW) | 0.4 | $1.1M | NEW | 4.9k | 222.79 |
|
| Caterpillar (CAT) | 0.4 | $1.1M | 3.7k | 295.67 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $1.1M | NEW | 1.9k | 582.92 |
|
| Walt Disney Company (DIS) | 0.4 | $1.1M | +6% | 12k | 90.29 |
|
| Cigna Corp (CI) | 0.4 | $1.1M | 3.6k | 299.45 |
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| Cardinal Health (CAH) | 0.4 | $1.1M | -19% | 11k | 100.80 |
|
| Dorian Lpg Shs Usd (LPG) | 0.4 | $1.1M | NEW | 24k | 43.87 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $1.1M | +59% | 11k | 99.13 |
|
| Bgc Group Cl A (BGC) | 0.4 | $1.1M | NEW | 146k | 7.22 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.0M | NEW | 1.6k | 660.18 |
|
| Johnson & Johnson (JNJ) | 0.4 | $1.0M | +3% | 6.6k | 156.75 |
|
| General Dynamics Corporation (GD) | 0.4 | $1.0M | +2% | 4.0k | 259.67 |
|
| Intuit (INTU) | 0.4 | $1.0M | 1.6k | 624.93 |
|
|
| American Eagle Outfitters (AEO) | 0.4 | $1.0M | NEW | 48k | 21.16 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $997k | 13k | 77.51 |
|
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| Deere & Company (DE) | 0.4 | $990k | 2.5k | 399.87 |
|
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| Cisco Systems (CSCO) | 0.4 | $977k | 19k | 50.52 |
|
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| M.D.C. Holdings (MDC) | 0.4 | $974k | 18k | 55.25 |
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| Xpo Logistics Inc equity (XPO) | 0.4 | $950k | -21% | 11k | 87.59 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $939k | -49% | 5.4k | 173.88 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $926k | +8% | 11k | 85.37 |
|
| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.4 | $926k | -7% | 18k | 50.52 |
|
| C3 Ai Cl A (AI) | 0.4 | $925k | -25% | 32k | 28.71 |
|
| Cheniere Energy Com New (LNG) | 0.4 | $918k | NEW | 5.4k | 170.71 |
|
| BP Sponsored Adr (BP) | 0.4 | $911k | 26k | 35.40 |
|
|
| Applied Materials (AMAT) | 0.3 | $900k | +143% | 5.6k | 162.07 |
|
| Corning Incorporated (GLW) | 0.3 | $897k | 30k | 30.45 |
|
|
| Amgen (AMGN) | 0.3 | $895k | 3.1k | 288.02 |
|
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| SYSCO Corporation (SYY) | 0.3 | $872k | 12k | 73.13 |
|
|
| Investment Managers Ser Tr I Axs First Priort (AAA) | 0.3 | $864k | NEW | 35k | 24.96 |
|
| Public Service Enterprise (PEG) | 0.3 | $861k | 14k | 61.15 |
|
|
| Citigroup Com New (C) | 0.3 | $860k | +12% | 17k | 51.44 |
|
| Medtronic SHS (MDT) | 0.3 | $853k | +5% | 10k | 82.38 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $850k | 11k | 78.96 |
|
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| Tapestry (TPR) | 0.3 | $842k | +5% | 23k | 36.81 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.3 | $841k | -7% | 9.0k | 93.08 |
|
| Electronic Arts (EA) | 0.3 | $834k | +7% | 6.1k | 136.81 |
|
| Air Products & Chemicals (APD) | 0.3 | $828k | 3.0k | 273.80 |
|
|
| Eaton Corp SHS (ETN) | 0.3 | $824k | 3.4k | 240.82 |
|
|
| Ishares Msci Mexico Etf (EWW) | 0.3 | $816k | +5% | 12k | 67.85 |
|
| Altria (MO) | 0.3 | $816k | NEW | 20k | 40.34 |
|
| Hf Sinclair Corp (DINO) | 0.3 | $812k | 15k | 55.57 |
|
|
| Pinnacle West Capital Corporation (PNW) | 0.3 | $804k | 11k | 71.84 |
|
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| Norfolk Southern (NSC) | 0.3 | $804k | 3.4k | 236.38 |
|
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| Palantir Technologies Cl A (PLTR) | 0.3 | $803k | NEW | 47k | 17.17 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.3 | $792k | NEW | 13k | 62.60 |
|
| Kulicke and Soffa Industries (KLIC) | 0.3 | $792k | 15k | 54.72 |
|
|
| Alexandria Real Estate Equities (ARE) | 0.3 | $789k | +21% | 6.2k | 126.77 |
|
| Ishares Msci France Etf (EWQ) | 0.3 | $785k | +5% | 20k | 39.18 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.3 | $782k | NEW | 19k | 42.18 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.3 | $780k | +58% | 19k | 41.93 |
|
| Broadcom (AVGO) | 0.3 | $780k | -20% | 699.00 | 1116.25 |
|
| Manpower (MAN) | 0.3 | $776k | +14% | 9.8k | 79.47 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.3 | $774k | NEW | 16k | 48.72 |
|
| Prudential Financial (PRU) | 0.3 | $774k | 7.5k | 103.71 |
|
|
| Ishares Tr Msci Ireland Etf (EIRL) | 0.3 | $770k | +6% | 13k | 61.13 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.3 | $754k | +6% | 16k | 47.44 |
|
| Ishares Msci Switzerland (EWL) | 0.3 | $751k | +6% | 16k | 48.27 |
|
| Hewlett Packard Enterprise (HPE) | 0.3 | $748k | 44k | 16.98 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $747k | 6.8k | 110.07 |
|
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| Ishares Tr Msci Uk Etf New (EWU) | 0.3 | $742k | +6% | 22k | 33.05 |
|
| International Business Machines (IBM) | 0.3 | $733k | 4.5k | 163.55 |
|
|
| Archer Daniels Midland Company (ADM) | 0.3 | $731k | 10k | 72.22 |
|
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| Cummins (CMI) | 0.3 | $730k | 3.0k | 239.57 |
|
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| AFLAC Incorporated (AFL) | 0.3 | $729k | +21% | 8.8k | 82.50 |
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| Ishares Tr Msci Denmark Etf (EDEN) | 0.3 | $725k | +6% | 6.5k | 112.15 |
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| Intel Corporation (INTC) | 0.3 | $717k | 14k | 50.25 |
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|
| Totalenergies Se Sponsored Ads | 0.3 | $715k | NEW | 11k | 67.38 |
|
| Oracle Corporation (ORCL) | 0.3 | $712k | +5% | 6.7k | 105.43 |
|
| Omni (OMC) | 0.3 | $712k | -7% | 8.2k | 86.51 |
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| Comerica Incorporated (CMA) | 0.3 | $700k | -8% | 13k | 55.81 |
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| Digital Realty Trust (DLR) | 0.3 | $699k | +10% | 5.2k | 134.58 |
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| Verizon Communications (VZ) | 0.3 | $690k | 18k | 37.70 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $685k | +33% | 13k | 52.00 |
|
| Ishares Tr Mbs Etf (MBB) | 0.3 | $681k | -13% | 7.2k | 94.08 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $666k | +22% | 1.9k | 356.66 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.3 | $653k | -39% | 13k | 50.36 |
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| Cintas Corporation (CTAS) | 0.3 | $651k | +16% | 1.1k | 602.52 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $634k | +2% | 15k | 43.85 |
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| Allstate Corporation (ALL) | 0.2 | $630k | 4.5k | 139.98 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.2 | $614k | -7% | 13k | 46.07 |
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| D.R. Horton (DHI) | 0.2 | $601k | +2% | 4.0k | 151.98 |
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| Pinterest Cl A (PINS) | 0.2 | $598k | 16k | 37.04 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $597k | +2% | 261.00 | 2286.96 |
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| Westlake Chemical Corporation (WLK) | 0.2 | $596k | +2% | 4.3k | 139.96 |
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| Nike CL B (NKE) | 0.2 | $587k | +6% | 5.4k | 108.57 |
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| Jabil Circuit (JBL) | 0.2 | $586k | 4.6k | 127.40 |
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| Waste Management (WM) | 0.2 | $584k | 3.3k | 179.10 |
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| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.2 | $581k | +51% | 25k | 23.33 |
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| Foot Locker (FL) | 0.2 | $572k | 18k | 31.15 |
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| Procter & Gamble Company (PG) | 0.2 | $571k | +5% | 3.9k | 146.54 |
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| Key (KEY) | 0.2 | $571k | 40k | 14.40 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.2 | $563k | 18k | 30.91 |
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| Citizens Financial (CFG) | 0.2 | $554k | 17k | 33.14 |
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| Morgan Stanley Com New (MS) | 0.2 | $551k | 5.9k | 93.25 |
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| Becton, Dickinson and (BDX) | 0.2 | $545k | +2% | 2.2k | 243.83 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $541k | -23% | 5.4k | 99.98 |
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| Fresh Del Monte Produce Ord (FDP) | 0.2 | $536k | NEW | 20k | 26.25 |
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| Civitas Resources Com New (CIVI) | 0.2 | $536k | 7.8k | 68.38 |
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| 3M Company (MMM) | 0.2 | $533k | +3% | 4.9k | 109.32 |
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| Gilead Sciences (GILD) | 0.2 | $529k | 6.5k | 81.00 |
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| New York Community Ban (NYCB) | 0.2 | $525k | 51k | 10.23 |
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| Kimco Realty Corporation (KIM) | 0.2 | $523k | 25k | 21.31 |
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| Copart (CPRT) | 0.2 | $520k | +2% | 11k | 49.00 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $515k | +7% | 13k | 40.21 |
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| Raytheon Technologies Corp | 0.2 | $514k | NEW | 6.1k | 84.14 |
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| Nortonlifelock (GEN) | 0.2 | $513k | 23k | 22.82 |
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| Zillow Group Cl C Cap Stk (Z) | 0.2 | $509k | +3% | 8.8k | 57.86 |
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| Tesla Motors (TSLA) | 0.2 | $508k | -74% | 2.0k | 248.48 |
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| AutoNation (AN) | 0.2 | $505k | 3.4k | 150.18 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $496k | +2% | 6.8k | 72.43 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $496k | +2% | 2.6k | 189.47 |
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| Whirlpool Corporation (WHR) | 0.2 | $493k | 4.1k | 121.77 |
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| Motorola Solutions Com New (MSI) | 0.2 | $491k | +2% | 1.6k | 313.09 |
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| Airbnb Com Cl A (ABNB) | 0.2 | $488k | -2% | 3.6k | 136.14 |
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| Devon Energy Corporation (DVN) | 0.2 | $487k | NEW | 11k | 45.30 |
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| Stryker Corporation (SYK) | 0.2 | $479k | +3% | 1.6k | 299.46 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $472k | NEW | 2.0k | 237.25 |
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| Chevron Corporation (CVX) | 0.2 | $470k | NEW | 3.2k | 149.17 |
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| Siteone Landscape Supply (SITE) | 0.2 | $469k | +3% | 2.9k | 162.50 |
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| McDonald's Corporation (MCD) | 0.2 | $468k | +3% | 1.6k | 296.51 |
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| Waste Connections (WCN) | 0.2 | $460k | +3% | 3.1k | 149.27 |
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| Pfizer (PFE) | 0.2 | $460k | 16k | 28.79 |
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| EOG Resources (EOG) | 0.2 | $457k | 3.8k | 120.95 |
|
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| Global X Fds Glbl X Mlp Etf (MLPA) | 0.2 | $448k | NEW | 10k | 44.30 |
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| Unilever Spon Adr New (UL) | 0.2 | $446k | -17% | 9.2k | 48.48 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $445k | +2% | 4.7k | 94.69 |
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| Synchrony Financial (SYF) | 0.2 | $445k | 12k | 38.19 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $445k | -52% | 2.9k | 155.32 |
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| NetApp (NTAP) | 0.2 | $443k | +22% | 5.0k | 88.16 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $442k | 2.3k | 191.17 |
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| Home Depot (HD) | 0.2 | $439k | +10% | 1.3k | 346.55 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $436k | +3% | 4.2k | 104.00 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $424k | -84% | 4.3k | 99.74 |
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| Fiserv (FI) | 0.2 | $417k | +3% | 3.1k | 132.84 |
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| Truist Financial Corp equities (TFC) | 0.2 | $414k | 11k | 36.92 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $414k | +72% | 10k | 40.54 |
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| Hasbro (HAS) | 0.2 | $411k | -9% | 8.1k | 51.06 |
|
| Aon Shs Cl A (AON) | 0.2 | $405k | +3% | 1.4k | 291.07 |
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| Sanofi Sponsored Adr (SNY) | 0.2 | $403k | NEW | 8.1k | 49.73 |
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| International Paper Company (IP) | 0.2 | $403k | 11k | 36.15 |
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| Snap-on Incorporated (SNA) | 0.2 | $399k | 1.4k | 288.89 |
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| Celanese Corporation (CE) | 0.2 | $398k | 2.6k | 155.37 |
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| Ishares Msci World Etf (URTH) | 0.2 | $394k | 3.0k | 133.03 |
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| Anthem (ELV) | 0.2 | $392k | 832.00 | 471.56 |
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| Kroger (KR) | 0.1 | $385k | 8.4k | 45.71 |
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| Nutrien (NTR) | 0.1 | $368k | 6.5k | 56.33 |
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| EnerSys (ENS) | 0.1 | $366k | 3.6k | 100.96 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $362k | +7% | 1.0k | 350.82 |
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| Bank of America Corporation (BAC) | 0.1 | $352k | 11k | 33.67 |
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|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $340k | 2.2k | 152.79 |
|
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| Global X Fds Adaptive Us (AUSF) | 0.1 | $336k | NEW | 9.0k | 37.18 |
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| Visa Com Cl A (V) | 0.1 | $336k | +22% | 1.3k | 260.35 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $335k | 739.00 | 453.24 |
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| Micron Technology (MU) | 0.1 | $335k | 3.9k | 85.34 |
|
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| Goldman Sachs (GS) | 0.1 | $333k | 864.00 | 385.77 |
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| Target Corporation cs | 0.1 | $331k | NEW | 2.3k | 142.42 |
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| Bank Ozk (OZK) | 0.1 | $331k | 6.6k | 49.83 |
|
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| Fifth Third Ban (FITB) | 0.1 | $329k | 9.5k | 34.49 |
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| Dick's Sporting Goods (DKS) | 0.1 | $328k | 2.2k | 146.95 |
|
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $324k | -13% | 4.0k | 82.04 |
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| Leggett & Platt (LEG) | 0.1 | $321k | 12k | 26.17 |
|
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| World Fuel Services Corporation (WKC) | 0.1 | $321k | 14k | 22.78 |
|
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| Etfis Ser Tr I Infrac Act Mlp (AMZA) | 0.1 | $307k | NEW | 8.7k | 35.32 |
|
| PNC Financial Services (PNC) | 0.1 | $305k | 2.0k | 154.85 |
|
|
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.1 | $305k | -7% | 6.1k | 49.88 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $304k | +3% | 3.6k | 83.85 |
|
| Acuity Brands (AYI) | 0.1 | $302k | 1.5k | 204.83 |
|
|
| BlackRock (BLK) | 0.1 | $300k | 370.00 | 811.80 |
|
|
| Ea Series Trust Us Quan Value (QVAL) | 0.1 | $297k | NEW | 7.3k | 40.49 |
|
| International Flavors & Fragrances (IFF) | 0.1 | $297k | +11% | 3.7k | 80.98 |
|
| MetLife (MET) | 0.1 | $290k | 4.4k | 66.13 |
|
|
| Graniteshares Etf Tr Nasdaq Select Di (DRUP) | 0.1 | $287k | NEW | 6.2k | 45.90 |
|
| Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) | 0.1 | $287k | 3.0k | 94.64 |
|
|
| Lowe's Companies (LOW) | 0.1 | $286k | 1.3k | 222.55 |
|
|
| Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) | 0.1 | $285k | NEW | 3.1k | 90.51 |
|
| Manulife Finl Corp (MFC) | 0.1 | $285k | 13k | 22.10 |
|
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.1 | $284k | NEW | 7.2k | 39.60 |
|
| Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.1 | $283k | NEW | 1.7k | 164.15 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $282k | -13% | 2.4k | 117.13 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $282k | NEW | 1.9k | 146.31 |
|
| Invesco Qqq Tr Unit Ser 1 | 0.1 | $279k | NEW | 681.00 | 409.34 |
|
| Zimmer Holdings (ZBH) | 0.1 | $276k | -17% | 2.3k | 121.70 |
|
| Starbucks Corporation (SBUX) | 0.1 | $272k | +12% | 2.8k | 96.01 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $270k | 987.00 | 273.74 |
|
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| Cadence Design Systems (CDNS) | 0.1 | $269k | +11% | 989.00 | 272.37 |
|
| Kt Corp Sponsored Adr (KT) | 0.1 | $267k | 20k | 13.44 |
|
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| Benchmark Electronics (BHE) | 0.1 | $267k | 9.7k | 27.64 |
|
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| Physicians Realty Trust | 0.1 | $266k | 20k | 13.31 |
|
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| FedEx Corporation (FDX) | 0.1 | $263k | -34% | 1.0k | 252.97 |
|
| Albemarle Corporation (ALB) | 0.1 | $263k | NEW | 1.8k | 144.48 |
|
| Brightspire Capital Com Cl A (BRSP) | 0.1 | $260k | 35k | 7.44 |
|
|
| C H Robinson Worldwide Com New (CHRW) | 0.1 | $259k | +12% | 3.0k | 86.39 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $258k | NEW | 222.00 | 1164.01 |
|
| Rbc Cad (RY) | 0.1 | $256k | 2.5k | 101.13 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $256k | NEW | 2.5k | 100.97 |
|
| Paypal Holdings (PYPL) | 0.1 | $255k | -2% | 4.2k | 61.41 |
|
| Biogen Idec (BIIB) | 0.1 | $253k | +12% | 976.00 | 258.77 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $247k | NEW | 4.8k | 51.27 |
|
| Ryanair Holdings Sponsored Ads (RYAAY) | 0.1 | $243k | -52% | 1.8k | 133.36 |
|
| Ishares Msci Singpor Etf (EWS) | 0.1 | $239k | NEW | 13k | 18.70 |
|
| Greenbrier Companies (GBX) | 0.1 | $238k | 5.4k | 44.18 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $236k | NEW | 3.6k | 65.80 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $235k | 3.1k | 75.10 |
|
|
| Tyson Foods Cl A (TSN) | 0.1 | $234k | 4.4k | 53.75 |
|
|
| Stellantis SHS (STLA) | 0.1 | $232k | 10k | 23.32 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $228k | 523.00 | 436.70 |
|
|
| Capital One Financial (COF) | 0.1 | $226k | NEW | 1.7k | 131.12 |
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $226k | NEW | 950.00 | 237.86 |
|
| American Tower Reit (AMT) | 0.1 | $225k | NEW | 1.0k | 215.88 |
|
| Cohu (COHU) | 0.1 | $221k | 6.2k | 35.39 |
|
|
| Sap Se Spon Adr (SAP) | 0.1 | $220k | NEW | 1.4k | 154.59 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $219k | NEW | 7.5k | 29.29 |
|
| Cameco Corporation (CCJ) | 0.1 | $217k | -25% | 5.0k | 43.10 |
|
| Juniper Networks (JNPR) | 0.1 | $216k | 7.3k | 29.48 |
|
|
| MercadoLibre (MELI) | 0.1 | $215k | NEW | 137.00 | 1571.54 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $213k | NEW | 1.5k | 145.66 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $212k | NEW | 5.1k | 41.39 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $210k | -13% | 9.9k | 21.18 |
|
| Westrock (WRK) | 0.1 | $200k | NEW | 4.8k | 41.52 |
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $193k | +5% | 13k | 15.02 |
|
| Goodyear Tire & Rubber Company (GT) | 0.1 | $161k | -3% | 11k | 14.32 |
|
| Cue Biopharma (CUE) | 0.0 | $26k | NEW | 10k | 2.64 |
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Past Filings by Legacy Capital Group California
SEC 13F filings are viewable for Legacy Capital Group California going back to 2023
- Legacy Capital Group California 2023 Q4 filed Feb. 8, 2024
- Legacy Capital Group California 2023 Q3 filed Nov. 6, 2023
- Legacy Capital Group California 2023 Q2 filed Aug. 10, 2023
- Legacy Capital Group California 2023 Q1 filed May 11, 2023