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, NVDA, RBRK, BIL, and represent 24.68% of Legacy Capital Group California's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$11M), RBRK (+$6.9M), LONZ, DBMF, XONE, XLRE, LRCX, NFLX, BK, PANW.
- Started 53 new stock positions in SN, XONE, APLS, CMS, AMD, BCS, VOD, DUOL, EE, EWT.
- Reduced shares in these 10 stocks: FLRN, FFEB, JPST, XSVN, RSP, HIMS, MSFT, META, AMZN, TWST.
- Sold out of its positions in AYI, AMT, AZN, BIIB, BlackRock, XSVN, Catalent, CUE, AMZA, EA.
- Legacy Capital Group California was a net buyer of stock by $21M.
- Legacy Capital Group California has $328M in assets under management (AUM), dropping by 9.11%.
- Central Index Key (CIK): 0001977092
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Portfolio Holdings for Legacy Capital Group California
Legacy Capital Group California holds 331 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 9.7 | $32M | 128k | 250.42 |
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 5.2 | $17M | -12% | 337k | 50.37 |
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NVIDIA Corporation (NVDA) | 4.4 | $15M | +278% | 108k | 134.29 |
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Rubrik Cl A (RBRK) | 3.6 | $12M | +140% | 181k | 65.36 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.7 | $5.7M | +7% | 62k | 91.43 |
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Spdr Ser Tr Portfoli S&p1500 (SPTM) | 1.7 | $5.4M | +28% | 76k | 71.43 |
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.4 | $4.8M | +2% | 94k | 50.71 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.3 | $4.4M | -6% | 64k | 68.94 |
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Microsoft Corporation (MSFT) | 1.3 | $4.1M | -27% | 9.8k | 421.49 |
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Fs Kkr Capital Corp (FSK) | 1.1 | $3.6M | 166k | 21.72 |
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Pimco Etf Tr Multisector Bd (PYLD) | 1.0 | $3.3M | 128k | 25.92 |
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Spotify Technology S A SHS (SPOT) | 1.0 | $3.2M | -2% | 7.1k | 447.38 |
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Victory Portfolios Ii Shares Free Cash (VFLO) | 0.9 | $3.1M | +48% | 91k | 34.09 |
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Merck & Co (MRK) | 0.9 | $3.0M | +40% | 30k | 99.48 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $2.7M | +4% | 14k | 189.30 |
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Netflix (NFLX) | 0.8 | $2.6M | +113% | 3.0k | 891.32 |
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Pimco Etf Tr Sr Ln Active Etf (LONZ) | 0.8 | $2.6M | NEW | 51k | 51.10 |
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JPMorgan Chase & Co. (JPM) | 0.7 | $2.4M | 10k | 239.71 |
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Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) | 0.7 | $2.2M | +4% | 95k | 23.02 |
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Cava Group Ord (CAVA) | 0.7 | $2.1M | 19k | 112.80 |
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Simplify Exchange Traded Fun Managed Futures (CTA) | 0.6 | $2.1M | +2% | 75k | 27.89 |
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Upstart Hldgs (UPST) | 0.6 | $2.1M | 34k | 61.57 |
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Citizens Financial (CFG) | 0.6 | $2.0M | 47k | 43.76 |
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Costco Wholesale Corporation (COST) | 0.6 | $2.0M | 2.2k | 916.37 |
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Johnson & Johnson (JNJ) | 0.6 | $2.0M | 14k | 144.62 |
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Ea Series Trust Astoria Us Equal (ROE) | 0.6 | $1.9M | -4% | 64k | 30.40 |
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Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.6 | $1.9M | NEW | 73k | 26.16 |
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Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.6 | $1.9M | NEW | 38k | 49.54 |
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Wal-Mart Stores (WMT) | 0.6 | $1.8M | 20k | 90.35 |
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.6 | $1.8M | NEW | 45k | 40.67 |
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Walt Disney Company (DIS) | 0.6 | $1.8M | +4% | 16k | 111.35 |
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Raytheon Technologies Corp (RTX) | 0.6 | $1.8M | +102% | 16k | 115.72 |
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Abercrombie & Fitch Cl A (ANF) | 0.5 | $1.7M | 12k | 149.47 |
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Lendingclub Corp Com New (LC) | 0.5 | $1.7M | 105k | 16.19 |
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Curtiss-Wright (CW) | 0.5 | $1.7M | 4.8k | 354.87 |
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Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.6M | 8.5k | 190.43 |
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Lam Research Corp Com New (LRCX) | 0.5 | $1.6M | NEW | 22k | 72.23 |
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First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.5 | $1.6M | -4% | 43k | 35.85 |
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Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.5 | $1.5M | -5% | 17k | 89.77 |
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Meta Platforms Cl A (META) | 0.5 | $1.5M | -49% | 2.6k | 585.40 |
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Digital Realty Trust (DLR) | 0.4 | $1.5M | 8.3k | 177.33 |
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Qualcomm (QCOM) | 0.4 | $1.5M | +3% | 9.5k | 153.62 |
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Caterpillar (CAT) | 0.4 | $1.4M | -24% | 4.0k | 362.76 |
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Carvana Cl A (CVNA) | 0.4 | $1.4M | 7.1k | 203.36 |
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Affirm Hldgs Com Cl A (AFRM) | 0.4 | $1.4M | -2% | 24k | 60.90 |
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Quanta Services (PWR) | 0.4 | $1.4M | 4.5k | 316.05 |
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Blackstone Group Inc Com Cl A (BX) | 0.4 | $1.4M | 8.3k | 172.42 |
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Zions Bancorporation (ZION) | 0.4 | $1.4M | 26k | 54.25 |
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Select Sector Spdr Tr Technology (XLK) | 0.4 | $1.4M | +40% | 5.9k | 232.54 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.3M | +8% | 2.9k | 453.24 |
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Bank of New York Mellon Corporation (BK) | 0.4 | $1.3M | NEW | 17k | 76.83 |
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Corning Incorporated (GLW) | 0.4 | $1.3M | 27k | 47.52 |
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Dutch Bros Cl A (BROS) | 0.4 | $1.2M | 24k | 52.38 |
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Oracle Corporation (ORCL) | 0.4 | $1.2M | +5% | 7.5k | 166.65 |
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Palo Alto Networks (PANW) | 0.4 | $1.2M | NEW | 6.8k | 181.96 |
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Ubs Group SHS (UBS) | 0.4 | $1.2M | 40k | 30.32 |
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Chewy Cl A (CHWY) | 0.4 | $1.2M | 36k | 33.49 |
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Tapestry (TPR) | 0.3 | $1.1M | -18% | 17k | 65.33 |
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T Rowe Price Etf Small Mid Cap (TMSL) | 0.3 | $1.1M | NEW | 35k | 32.24 |
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Unilever Spon Adr New (UL) | 0.3 | $1.1M | +29% | 20k | 56.70 |
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Air Products & Chemicals (APD) | 0.3 | $1.1M | 3.8k | 290.04 |
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Adobe Systems Incorporated (ADBE) | 0.3 | $1.1M | +33% | 2.5k | 444.68 |
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Citigroup Com New (C) | 0.3 | $1.1M | 16k | 70.39 |
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Duolingo Cl A Com (DUOL) | 0.3 | $1.1M | NEW | 3.3k | 324.23 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.1M | +35% | 5.4k | 197.49 |
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Medtronic SHS (MDT) | 0.3 | $1.1M | +4% | 13k | 79.88 |
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General Dynamics Corporation (GD) | 0.3 | $1.0M | +2% | 4.0k | 263.49 |
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Amazon (AMZN) | 0.3 | $1.0M | -55% | 4.7k | 219.39 |
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Sweetgreen Com Cl A (SG) | 0.3 | $1.0M | 32k | 32.06 |
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Bank of America Corporation (BAC) | 0.3 | $1.0M | 23k | 43.95 |
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PNC Financial Services (PNC) | 0.3 | $999k | 5.2k | 192.85 |
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Fifth Third Ban (FITB) | 0.3 | $995k | 24k | 42.28 |
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Amphenol Corp Cl A (APH) | 0.3 | $990k | -2% | 14k | 69.45 |
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Thermo Fisher Scientific (TMO) | 0.3 | $988k | NEW | 1.9k | 520.23 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $985k | -37% | 13k | 75.61 |
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Nortonlifelock (GEN) | 0.3 | $983k | 36k | 27.38 |
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AFLAC Incorporated (AFL) | 0.3 | $978k | +3% | 9.5k | 103.44 |
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Cummins (CMI) | 0.3 | $975k | 2.8k | 348.60 |
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Deere & Company (DE) | 0.3 | $960k | 2.3k | 423.70 |
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Cisco Systems (CSCO) | 0.3 | $956k | -24% | 16k | 59.20 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $950k | 23k | 41.82 |
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Howmet Aerospace (HWM) | 0.3 | $928k | NEW | 8.5k | 109.37 |
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Intuit (INTU) | 0.3 | $923k | -3% | 1.5k | 628.39 |
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Broadcom (AVGO) | 0.3 | $922k | 4.0k | 231.84 |
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Whirlpool Corporation (WHR) | 0.3 | $902k | +13% | 7.9k | 114.48 |
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Peloton Interactive Cl A Com (PTON) | 0.3 | $900k | NEW | 103k | 8.70 |
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Uber Technologies (UBER) | 0.3 | $897k | NEW | 15k | 60.32 |
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International Business Machines (IBM) | 0.3 | $897k | 4.1k | 219.83 |
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Ameriprise Financial (AMP) | 0.3 | $891k | -28% | 1.7k | 532.43 |
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Genedx Holdings Corp Com Cl A (WGS) | 0.3 | $883k | NEW | 12k | 76.86 |
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Eaton Corp SHS (ETN) | 0.3 | $883k | 2.7k | 331.87 |
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Carnival Corp Unit 99/99/9999 (CCL) | 0.3 | $871k | NEW | 35k | 24.92 |
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Tesla Motors (TSLA) | 0.3 | $870k | +3% | 2.2k | 403.84 |
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Seagate Technology Hldngs Pl Ord Shs (STX) | 0.3 | $858k | 9.9k | 86.31 |
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Amgen (AMGN) | 0.3 | $851k | +12% | 3.3k | 260.64 |
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Progressive Corporation (PGR) | 0.3 | $846k | NEW | 3.5k | 239.63 |
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Ishares Msci Italy Etf (EWI) | 0.3 | $838k | 23k | 35.97 |
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Metropcs Communications (TMUS) | 0.3 | $837k | -2% | 3.8k | 220.73 |
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Micron Technology (MU) | 0.3 | $836k | +227% | 9.9k | 84.16 |
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Jabil Circuit (JBL) | 0.3 | $823k | 5.7k | 143.90 |
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salesforce (CRM) | 0.3 | $822k | -32% | 2.5k | 334.33 |
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Hf Sinclair Corp (DINO) | 0.3 | $821k | +32% | 23k | 35.05 |
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CBOE Holdings (CBOE) | 0.2 | $818k | +42% | 4.2k | 195.40 |
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Manpower (MAN) | 0.2 | $818k | +55% | 14k | 57.72 |
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Prudential Financial (PRU) | 0.2 | $812k | 6.8k | 118.53 |
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Sherwin-Williams Company (SHW) | 0.2 | $809k | +41% | 2.4k | 339.93 |
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Pinnacle West Capital Corporation (PNW) | 0.2 | $802k | 9.5k | 84.77 |
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Kimberly-Clark Corporation (KMB) | 0.2 | $800k | -2% | 6.1k | 131.04 |
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Advanced Micro Devices (AMD) | 0.2 | $798k | NEW | 6.6k | 120.79 |
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Ishares Msci Germany Etf (EWG) | 0.2 | $793k | NEW | 25k | 31.82 |
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Ishares Tr Msci Uk Etf New (EWU) | 0.2 | $792k | 23k | 33.90 |
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Oneok (OKE) | 0.2 | $792k | NEW | 7.9k | 100.40 |
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Allstate Corporation (ALL) | 0.2 | $785k | 4.1k | 192.79 |
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Ishares Msci Eurzone Etf (EZU) | 0.2 | $781k | 17k | 47.20 |
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Synchrony Financial (SYF) | 0.2 | $779k | 12k | 65.00 |
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Zoetis Cl A (ZTS) | 0.2 | $761k | -2% | 4.7k | 162.93 |
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Ishares Msci Sweden Etf (EWD) | 0.2 | $754k | 20k | 37.33 |
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Cintas Corporation (CTAS) | 0.2 | $753k | 4.1k | 182.70 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $751k | +4% | 3.9k | 190.89 |
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Chipotle Mexican Grill (CMG) | 0.2 | $744k | 12k | 60.30 |
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Hewlett Packard Enterprise (HPE) | 0.2 | $744k | 35k | 21.35 |
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Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $740k | -3% | 14k | 51.51 |
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Archer Daniels Midland Company (ADM) | 0.2 | $740k | 15k | 50.52 |
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Norfolk Southern (NSC) | 0.2 | $735k | 3.1k | 234.70 |
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Ishares Tr Msci Denmark Etf (EDEN) | 0.2 | $719k | 6.8k | 106.37 |
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Comerica Incorporated (CMA) | 0.2 | $717k | 12k | 61.85 |
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Alexandria Real Estate Equities (ARE) | 0.2 | $715k | +24% | 7.3k | 97.55 |
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Molson Coors Beverage CL B (TAP) | 0.2 | $708k | 12k | 57.32 |
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Key (KEY) | 0.2 | $704k | 41k | 17.14 |
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Motorola Solutions Com New (MSI) | 0.2 | $701k | 1.5k | 462.23 |
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Abbott Laboratories (ABT) | 0.2 | $701k | -14% | 6.2k | 113.11 |
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BP Sponsored Adr (BP) | 0.2 | $692k | -2% | 23k | 29.56 |
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Corpay Com Shs (CPAY) | 0.2 | $685k | 2.0k | 338.42 |
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CVS Caremark Corporation (CVS) | 0.2 | $684k | 15k | 44.89 |
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Select Sector Spdr Tr Financial (XLF) | 0.2 | $678k | +26% | 14k | 48.33 |
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Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.2 | $669k | +123% | 16k | 41.73 |
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Morgan Stanley Com New (MS) | 0.2 | $667k | 5.3k | 125.72 |
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Carrier Global Corporation (CARR) | 0.2 | $666k | 9.8k | 68.26 |
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Verizon Communications (VZ) | 0.2 | $662k | 17k | 39.99 |
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Intel Corporation (INTC) | 0.2 | $650k | 32k | 20.05 |
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Omni (OMC) | 0.2 | $649k | 7.5k | 86.04 |
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United Parcel Service CL B (UPS) | 0.2 | $644k | 5.1k | 126.10 |
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Fresh Del Monte Produce Ord (FDP) | 0.2 | $638k | 19k | 33.21 |
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C H Robinson Worldwide Com New (CHRW) | 0.2 | $637k | +22% | 6.2k | 103.32 |
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Bny Mellon Etf Trust High Yield Etf (BKHY) | 0.2 | $636k | 13k | 47.69 |
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Fiserv (FI) | 0.2 | $630k | 3.1k | 205.42 |
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Nike CL B (NKE) | 0.2 | $628k | +6% | 8.3k | 75.67 |
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Mastercard Incorporated Cl A (MA) | 0.2 | $618k | 1.2k | 526.57 |
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American Express Company (AXP) | 0.2 | $614k | 2.1k | 296.79 |
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Kulicke and Soffa Industries (KLIC) | 0.2 | $607k | 13k | 46.66 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $604k | 2.1k | 289.84 |
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Waste Management (WM) | 0.2 | $603k | 3.0k | 201.79 |
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Copart (CPRT) | 0.2 | $601k | 11k | 57.39 |
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Udr (UDR) | 0.2 | $596k | 14k | 43.41 |
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Investment Managers Ser Tr I Alternative Acce (AAA) | 0.2 | $580k | 23k | 25.07 |
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Samsara Com Cl A (IOT) | 0.2 | $568k | 13k | 43.69 |
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Stryker Corporation (SYK) | 0.2 | $564k | 1.6k | 360.05 |
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Novo-nordisk A S Adr (NVO) | 0.2 | $559k | -14% | 6.5k | 86.01 |
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PPG Industries (PPG) | 0.2 | $557k | NEW | 4.7k | 119.45 |
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Gilead Sciences (GILD) | 0.2 | $557k | 6.0k | 92.36 |
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Exxon Mobil Corporation (XOM) | 0.2 | $555k | 5.2k | 107.57 |
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CMS Energy Corporation (CMS) | 0.2 | $552k | NEW | 8.3k | 66.65 |
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PerkinElmer (RVTY) | 0.2 | $550k | NEW | 4.9k | 111.61 |
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Rbc Cad (RY) | 0.2 | $549k | 4.6k | 120.51 |
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Marsh & McLennan Companies (MMC) | 0.2 | $545k | 2.6k | 212.41 |
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International Paper Company (IP) | 0.2 | $543k | 10k | 53.82 |
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Sharkninja Com Shs (SN) | 0.2 | $543k | NEW | 5.6k | 97.36 |
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D.R. Horton (DHI) | 0.2 | $538k | 3.8k | 139.82 |
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Civitas Resources Com New (CIVI) | 0.2 | $528k | +30% | 12k | 45.87 |
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AvalonBay Communities (AVB) | 0.2 | $528k | NEW | 2.4k | 219.97 |
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Pfizer (PFE) | 0.2 | $526k | +34% | 20k | 26.53 |
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Alcoa (AA) | 0.2 | $525k | 14k | 37.78 |
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Lockheed Martin Corporation (LMT) | 0.2 | $525k | 1.1k | 485.94 |
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Nutrien (NTR) | 0.2 | $522k | +18% | 12k | 44.75 |
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Cameco Corporation (CCJ) | 0.2 | $520k | -27% | 10k | 51.39 |
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Kimco Realty Corporation (KIM) | 0.2 | $519k | 22k | 23.43 |
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Waste Connections (WCN) | 0.2 | $517k | 3.0k | 171.58 |
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Equity Residential Sh Ben Int (EQR) | 0.2 | $505k | 7.0k | 71.76 |
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Peak (DOC) | 0.2 | $498k | +54% | 25k | 20.27 |
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Ishares Tr Mbs Etf (MBB) | 0.2 | $493k | -2% | 5.4k | 91.68 |
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Eli Lilly & Co. (LLY) | 0.1 | $489k | -65% | 633.00 | 772.00 |
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Visa Com Cl A (V) | 0.1 | $485k | +7% | 1.5k | 316.04 |
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Virtu Finl Cl A (VIRT) | 0.1 | $484k | +12% | 14k | 35.68 |
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Hasbro (HAS) | 0.1 | $479k | 8.6k | 55.91 |
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Starbucks Corporation (SBUX) | 0.1 | $477k | +7% | 5.2k | 91.25 |
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Cardinal Health (CAH) | 0.1 | $476k | 4.0k | 118.27 |
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Select Sector Spdr Tr Communication (XLC) | 0.1 | $473k | +41% | 4.9k | 96.82 |
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Devon Energy Corporation (DVN) | 0.1 | $471k | +43% | 14k | 32.73 |
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Axon Enterprise (AXON) | 0.1 | $467k | +8% | 785.00 | 594.32 |
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Kroger (KR) | 0.1 | $465k | 7.6k | 61.15 |
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Pimco Etf Tr 0-5 High Yield (HYS) | 0.1 | $451k | -5% | 4.8k | 93.68 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $449k | NEW | 2.0k | 224.35 |
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EOG Resources (EOG) | 0.1 | $446k | 3.6k | 122.58 |
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Nextera Energy (NEE) | 0.1 | $441k | 6.1k | 71.69 |
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Truist Financial Corp equities (TFC) | 0.1 | $440k | 10k | 43.38 |
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NetApp (NTAP) | 0.1 | $433k | 3.7k | 116.08 |
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Ishares Msci Mly Etf New (EWM) | 0.1 | $425k | NEW | 17k | 24.53 |
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Chevron Corporation (CVX) | 0.1 | $424k | 2.9k | 144.85 |
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Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $417k | 2.5k | 164.18 |
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Ishares Msci Taiwan Etf (EWT) | 0.1 | $415k | NEW | 8.0k | 51.76 |
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Excelerate Energy Cl A Com (EE) | 0.1 | $414k | NEW | 14k | 30.25 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $406k | +7% | 1.2k | 351.71 |
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Newmont Mining Corporation (NEM) | 0.1 | $405k | 11k | 37.22 |
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Fair Isaac Corporation (FICO) | 0.1 | $404k | -20% | 203.00 | 1990.93 |
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Globus Med Cl A (GMED) | 0.1 | $403k | +15% | 4.9k | 82.71 |
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Ishares Tr China Lg-cap Etf (FXI) | 0.1 | $402k | NEW | 13k | 30.44 |
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Select Sector Spdr Tr Indl (XLI) | 0.1 | $401k | +27% | 3.0k | 131.76 |
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Ishares Tr Msci Peru And Gl (EPU) | 0.1 | $396k | NEW | 10k | 39.61 |
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Spdr Gold Tr Gold Shs (GLD) | 0.1 | $394k | +5% | 1.6k | 242.15 |
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Invesco India Exchange-trade India Etf (PIN) | 0.1 | $389k | -5% | 15k | 25.77 |
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Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.1 | $389k | 15k | 25.32 |
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Blackrock (BLK) | 0.1 | $377k | NEW | 368.00 | 1025.11 |
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Bristol Myers Squibb (BMY) | 0.1 | $372k | 6.6k | 56.56 |
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Snap-on Incorporated (SNA) | 0.1 | $369k | 1.1k | 339.56 |
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Goldman Sachs (GS) | 0.1 | $369k | 644.00 | 572.62 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $368k | 720.00 | 511.25 |
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Enovix Corp (ENVX) | 0.1 | $368k | +20% | 34k | 10.87 |
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General Motors Company (GM) | 0.1 | $363k | 6.8k | 53.27 |
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Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.1 | $362k | NEW | 8.1k | 44.83 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $358k | +8% | 3.5k | 101.53 |
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Paypal Holdings (PYPL) | 0.1 | $351k | 4.1k | 85.35 |
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World Fuel Services Corporation (WKC) | 0.1 | $349k | 13k | 27.51 |
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Diageo Spon Adr New (DEO) | 0.1 | $348k | +10% | 2.7k | 127.13 |
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3M Company (MMM) | 0.1 | $347k | 2.7k | 129.09 |
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MetLife (MET) | 0.1 | $344k | 4.2k | 81.88 |
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Totalenergies Se Sponsored Ads (TTE) | 0.1 | $343k | 6.3k | 54.50 |
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Kt Corp Sponsored Adr (KT) | 0.1 | $337k | 22k | 15.52 |
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Home Depot (HD) | 0.1 | $335k | -27% | 862.00 | 388.99 |
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Dt Midstream Common Stock (DTM) | 0.1 | $335k | +12% | 3.4k | 99.43 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $335k | +8% | 2.4k | 137.57 |
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Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) | 0.1 | $334k | NEW | 2.9k | 116.06 |
|
Ishares Tr Ultra Short-term (ICSH) | 0.1 | $333k | 6.6k | 50.43 |
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Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $330k | 987.00 | 334.25 |
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Benchmark Electronics (BHE) | 0.1 | $329k | 7.3k | 45.40 |
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Alamos Gold Com Cl A (AGI) | 0.1 | $323k | +65% | 18k | 18.44 |
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EnerSys (ENS) | 0.1 | $323k | 3.5k | 92.43 |
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Greenbrier Companies (GBX) | 0.1 | $316k | 5.2k | 60.99 |
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Deckers Outdoor Corporation (DECK) | 0.1 | $315k | -5% | 1.6k | 203.09 |
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Lowe's Companies (LOW) | 0.1 | $306k | 1.2k | 246.80 |
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Leidos Holdings (LDOS) | 0.1 | $303k | +9% | 2.1k | 144.06 |
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News Corp CL B (NWS) | 0.1 | $302k | +7% | 9.9k | 30.43 |
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Target Corporation (TGT) | 0.1 | $300k | -57% | 2.2k | 135.18 |
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Dick's Sporting Goods (DKS) | 0.1 | $300k | 1.3k | 228.84 |
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Select Sector Spdr Tr Energy (XLE) | 0.1 | $299k | -22% | 3.5k | 85.65 |
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Nrg Energy Com New (NRG) | 0.1 | $298k | +9% | 3.3k | 90.22 |
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Evercore Class A (EVR) | 0.1 | $298k | +24% | 1.1k | 277.19 |
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Esab Corporation (ESAB) | 0.1 | $295k | +5% | 2.5k | 119.94 |
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Capital One Financial (COF) | 0.1 | $294k | 1.6k | 178.32 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $292k | 542.00 | 539.29 |
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Lumentum Hldgs (LITE) | 0.1 | $291k | -47% | 3.5k | 83.95 |
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Regency Centers Corporation (REG) | 0.1 | $287k | NEW | 3.9k | 73.93 |
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Bank Ozk (OZK) | 0.1 | $283k | 6.3k | 44.53 |
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Sap Se Spon Adr (SAP) | 0.1 | $280k | -10% | 1.1k | 246.21 |
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FedEx Corporation (FDX) | 0.1 | $280k | 995.00 | 281.33 |
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Anthem (ELV) | 0.1 | $279k | +37% | 756.00 | 368.90 |
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Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $274k | 9.6k | 28.55 |
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Vistra Energy (VST) | 0.1 | $273k | +12% | 2.0k | 137.87 |
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Sony Group Corp Sponsored Adr (SONY) | 0.1 | $271k | +399% | 13k | 21.16 |
|
Vodafone Group Sponsored Adr (VOD) | 0.1 | $271k | NEW | 32k | 8.49 |
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Novartis Sponsored Adr (NVS) | 0.1 | $269k | 2.8k | 97.31 |
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Manulife Finl Corp (MFC) | 0.1 | $269k | 8.7k | 30.71 |
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Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $268k | -94% | 8.7k | 30.73 |
|
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $267k | -3% | 5.3k | 50.11 |
|
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $266k | -22% | 2.3k | 115.55 |
|
Juniper Networks (JNPR) | 0.1 | $263k | 7.0k | 37.45 |
|
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Alps Etf Tr Alerian Energy (ENFR) | 0.1 | $260k | 8.4k | 31.15 |
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Nexgen Energy (NXE) | 0.1 | $260k | -5% | 39k | 6.60 |
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Albemarle Corporation (ALB) | 0.1 | $258k | 3.0k | 86.08 |
|
|
Smurfit Westrock SHS (SW) | 0.1 | $257k | 4.8k | 53.86 |
|
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First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $255k | NEW | 1.0k | 243.17 |
|
Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.1 | $253k | 3.3k | 77.89 |
|
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Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.1 | $253k | NEW | 4.3k | 58.70 |
|
Procter & Gamble Company (PG) | 0.1 | $252k | +6% | 1.5k | 167.65 |
|
Vanguard World Comm Srvc Etf (VOX) | 0.1 | $252k | NEW | 1.6k | 154.96 |
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First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $248k | NEW | 2.1k | 119.12 |
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Shell Spon Ads (SHEL) | 0.1 | $248k | 4.0k | 62.65 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $245k | NEW | 3.2k | 75.70 |
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Ferroglobe SHS (GSM) | 0.1 | $244k | +19% | 64k | 3.80 |
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Tyson Foods Cl A (TSN) | 0.1 | $244k | -21% | 4.2k | 57.44 |
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Toronto Dominion Bk Ont Com New (TD) | 0.1 | $244k | 4.6k | 53.24 |
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Flagstar Financial Com New (FLG) | 0.1 | $243k | 26k | 9.33 |
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Applied Materials (AMAT) | 0.1 | $242k | -72% | 1.5k | 162.63 |
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Jones Lang LaSalle Incorporated (JLL) | 0.1 | $238k | NEW | 940.00 | 253.14 |
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Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 0.1 | $236k | NEW | 3.3k | 72.56 |
|
Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.1 | $235k | -26% | 3.7k | 63.75 |
|
Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $234k | -21% | 2.0k | 114.73 |
|
Amer (UHAL) | 0.1 | $234k | +7% | 3.4k | 69.09 |
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Cohu (COHU) | 0.1 | $232k | NEW | 8.7k | 26.70 |
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Celanese Corporation (CE) | 0.1 | $231k | +66% | 3.3k | 69.21 |
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Apellis Pharmaceuticals (APLS) | 0.1 | $230k | NEW | 7.2k | 31.91 |
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Zimmer Holdings (ZBH) | 0.1 | $229k | 2.2k | 105.63 |
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Ss&c Technologies Holding (SSNC) | 0.1 | $228k | +5% | 3.0k | 75.78 |
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Banco Santander Adr (SAN) | 0.1 | $227k | 50k | 4.56 |
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HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $226k | 4.6k | 49.46 |
|
|
Goodyear Tire & Rubber Company (GT) | 0.1 | $225k | 25k | 9.00 |
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|
Ferrari Nv Ord (RACE) | 0.1 | $224k | 528.00 | 424.84 |
|
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Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.1 | $223k | NEW | 10k | 22.04 |
|
Mosaic (MOS) | 0.1 | $222k | 9.0k | 24.58 |
|
|
Relx Sponsored Adr (RELX) | 0.1 | $221k | 4.9k | 45.42 |
|
|
MercadoLibre (MELI) | 0.1 | $221k | -6% | 130.00 | 1700.44 |
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Louisiana-Pacific Corporation (LPX) | 0.1 | $221k | NEW | 2.1k | 103.55 |
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St. Joe Company (JOE) | 0.1 | $220k | +12% | 4.9k | 44.93 |
|
Vaneck Etf Trust Energy Incme Et (EINC) | 0.1 | $219k | -16% | 2.3k | 94.04 |
|
Nvent Electric SHS (NVT) | 0.1 | $219k | 3.2k | 68.16 |
|
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Amicus Therapeutics (FOLD) | 0.1 | $219k | +20% | 23k | 9.42 |
|
Dr Reddys Labs Adr (RDY) | 0.1 | $217k | +404% | 14k | 15.79 |
|
First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $216k | -17% | 6.1k | 35.65 |
|
Constellation Energy (CEG) | 0.1 | $215k | +11% | 963.00 | 223.71 |
|
Global X Fds Glb X Mlp Enrg I (MLPX) | 0.1 | $213k | -21% | 3.5k | 60.56 |
|
Ing Groep Sponsored Adr (ING) | 0.1 | $212k | 14k | 15.67 |
|
|
Bellring Brands Common Stock (BRBR) | 0.1 | $210k | NEW | 2.8k | 75.34 |
|
Pepsi (PEP) | 0.1 | $209k | +8% | 1.4k | 152.12 |
|
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $205k | -2% | 4.0k | 51.70 |
|
Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.1 | $205k | -16% | 5.1k | 40.24 |
|
Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $205k | NEW | 1.8k | 110.58 |
|
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $204k | NEW | 346.00 | 588.68 |
|
Ishares Tr Us Br Del Se Etf (IAI) | 0.1 | $203k | NEW | 1.4k | 144.10 |
|
Pdd Holdings Sponsored Ads (PDD) | 0.1 | $201k | 2.1k | 96.99 |
|
|
Aegon Amer Reg 1 Cert (AEG) | 0.1 | $201k | 34k | 5.89 |
|
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Limoneira Company (LMNR) | 0.1 | $200k | +5% | 8.2k | 24.46 |
|
Brightspire Capital Com Cl A (BRSP) | 0.1 | $197k | 35k | 5.64 |
|
|
Barclays Adr (BCS) | 0.1 | $197k | NEW | 15k | 13.29 |
|
Deutsche Bank A G Namen Akt (DB) | 0.1 | $195k | 11k | 17.05 |
|
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Kennedy-Wilson Holdings (KW) | 0.1 | $195k | +12% | 20k | 9.99 |
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Elanco Animal Health (ELAN) | 0.1 | $194k | NEW | 16k | 12.11 |
|
Stellantis SHS (STLA) | 0.0 | $140k | 11k | 13.05 |
|
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Clarus Corp (CLAR) | 0.0 | $90k | +40% | 20k | 4.51 |
|
Lions Gate Entmnt Corp Cl A Vtg (LGF.A) | 0.0 | $86k | NEW | 10k | 8.54 |
|
Ironwood Pharmaceuticals Com Cl A (IRWD) | 0.0 | $82k | +29% | 19k | 4.43 |
|
Denison Mines Corp (DNN) | 0.0 | $78k | +26% | 43k | 1.80 |
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Lithium Americas Argentina C Com Shs (LAAC) | 0.0 | $36k | +22% | 14k | 2.62 |
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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 2024 Q4 filed Feb. 3, 2025
- Legacy Capital Group California 2024 Q3 filed Oct. 23, 2024
- Legacy Capital Group California 2024 Q2 filed July 22, 2024
- Legacy Capital Group California 2024 Q1 filed May 7, 2024
- 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