$138 Million is the total value of Legacy Bridge, LLC's 292 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 2.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $2,953,000 | +1.4% | 30,395 | 0.0% | 2.14% | -19.5% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $2,901,000 | +15.3% | 48,214 | 0.0% | 2.10% | -8.4% | |
| IWO | ISHARES TRrus 2000 grw etf | $1,787,000 | +29.4% | 6,233 | 0.0% | 1.30% | +2.7% | |
| NSIT | INSIGHT ENTERPRISES INC | $1,410,000 | +34.4% | 18,535 | 0.0% | 1.02% | +6.7% | |
| GOOG | ALPHABET INCcap stk cl c | $1,291,000 | +19.2% | 737 | 0.0% | 0.94% | -5.4% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $1,215,000 | -20.8% | 5,220 | 0.0% | 0.88% | -37.1% | |
| UNH | UNITEDHEALTH GROUP INC | $1,169,000 | +12.5% | 3,334 | 0.0% | 0.85% | -10.7% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,094,000 | +15.9% | 21,831 | 0.0% | 0.79% | -8.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,078,000 | +11.2% | 5,704 | 0.0% | 0.78% | -11.8% | |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $1,069,000 | +22.9% | 15,685 | 0.0% | 0.78% | -2.4% | |
| IWR | ISHARES TRrus mid cap etf | $1,029,000 | +19.5% | 15,010 | 0.0% | 0.75% | -5.1% | |
| EFA | ISHARES TRmsci eafe etf | $1,009,000 | +14.7% | 13,832 | 0.0% | 0.73% | -9.0% | |
| RPM | RPM INTL INC | $955,000 | +9.6% | 10,519 | 0.0% | 0.69% | -13.0% | |
| ILMN | ILLUMINA INC | $936,000 | +19.7% | 2,530 | 0.0% | 0.68% | -4.9% | |
| IWS | ISHARES TRrus mdcp val etf | $895,000 | +20.0% | 9,230 | 0.0% | 0.65% | -4.7% | |
| MU | MICRON TECHNOLOGY INC | $859,000 | +60.0% | 11,425 | 0.0% | 0.62% | +27.1% | |
| MDLZ | MONDELEZ INTL INCcl a | $844,000 | +1.8% | 14,435 | 0.0% | 0.61% | -19.2% | |
| ITW | ILLINOIS TOOL WKS INC | $817,000 | +5.6% | 4,007 | 0.0% | 0.59% | -16.3% | |
| ANET | ARISTA NETWORKS INC | $811,000 | +40.6% | 2,790 | 0.0% | 0.59% | +11.6% | |
| JPM | JPMORGAN CHASE & CO | $798,000 | +32.1% | 6,278 | 0.0% | 0.58% | +4.9% | |
| USDU | WISDOMTREE TRblmbg us bull | $783,000 | -6.0% | 31,285 | 0.0% | 0.57% | -25.3% | |
| XLNX | XILINX INC | $731,000 | +36.1% | 5,155 | 0.0% | 0.53% | +8.2% | |
| SMTC | SEMTECH CORP | $726,000 | +36.0% | 10,075 | 0.0% | 0.53% | +8.0% | |
| BAC | BK OF AMERICA CORP | $718,000 | +25.7% | 23,705 | 0.0% | 0.52% | -0.2% | |
| ACN | ACCENTURE PLC IRELAND | $645,000 | +15.6% | 2,470 | 0.0% | 0.47% | -8.1% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $631,000 | +8.8% | 2,722 | 0.0% | 0.46% | -13.6% | |
| RIO | RIO TINTO PLCsponsored adr | $621,000 | +24.4% | 8,260 | 0.0% | 0.45% | -1.3% | |
| AXON | AXON ENTERPRISE INC | $564,000 | +35.3% | 4,600 | 0.0% | 0.41% | +7.3% | |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $561,000 | +14.7% | 15,585 | 0.0% | 0.41% | -8.7% | |
| STZ | CONSTELLATION BRANDS INCcl a | $484,000 | +15.5% | 2,210 | 0.0% | 0.35% | -8.4% | |
| KSU | KANSAS CITY SOUTHERN | $482,000 | +12.9% | 2,360 | 0.0% | 0.35% | -10.5% | |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $469,000 | +30.3% | 5,265 | 0.0% | 0.34% | +3.3% | |
| PNC | PNC FINL SVCS GROUP INC | $453,000 | +35.6% | 3,041 | 0.0% | 0.33% | +7.5% | |
| ABT | ABBOTT LABS | $441,000 | +0.5% | 4,031 | 0.0% | 0.32% | -20.2% | |
| GOOGL | ALPHABET INCcap stk cl a | $440,000 | +19.6% | 251 | 0.0% | 0.32% | -5.1% | |
| CME | CME GROUP INC | $431,000 | +8.8% | 2,368 | 0.0% | 0.31% | -13.8% | |
| FB | FACEBOOK INCcl a | $427,000 | +4.4% | 1,562 | 0.0% | 0.31% | -16.9% | |
| GS | GOLDMAN SACHS GROUP INC | $420,000 | +31.2% | 1,594 | 0.0% | 0.30% | +4.1% | |
| VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $419,000 | -0.9% | 6,809 | 0.0% | 0.30% | -21.2% | |
| AMT | AMERICAN TOWER CORP NEW | $417,000 | -7.1% | 1,856 | 0.0% | 0.30% | -26.3% | |
| LMT | LOCKHEED MARTIN CORP | $404,000 | -7.6% | 1,139 | 0.0% | 0.29% | -26.6% | |
| EWH | ISHARES INCmsci hong kg etf | $403,000 | +12.3% | 16,375 | 0.0% | 0.29% | -11.0% | |
| SKX | SKECHERS U S A INCcl a | $339,000 | +18.9% | 9,429 | 0.0% | 0.25% | -5.4% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $326,000 | +1.2% | 1,934 | 0.0% | 0.24% | -19.7% | |
| DEO | DIAGEO PLCspon adr new | $302,000 | +15.7% | 1,899 | 0.0% | 0.22% | -8.0% | |
| GVAL | CAMBRIA ETF TRglobal value etf | $296,000 | +24.4% | 13,833 | 0.0% | 0.22% | -0.9% | |
| KO | COCA COLA CO | $283,000 | +11.0% | 5,168 | 0.0% | 0.20% | -12.0% | |
| CVS | CVS HEALTH CORP | $277,000 | +16.9% | 4,059 | 0.0% | 0.20% | -6.9% | |
| AEL | AMERICAN EQTY INVT LIFE HLD | $277,000 | +25.9% | 10,000 | 0.0% | 0.20% | 0.0% | |
| SCHO | SCHWAB STRATEGIC TRsht tm us tres | $274,000 | -0.4% | 5,340 | 0.0% | 0.20% | -20.7% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $261,000 | +12.0% | 697 | 0.0% | 0.19% | -11.3% | |
| BX | BLACKSTONE GROUP INC | $259,000 | +23.9% | 4,000 | 0.0% | 0.19% | -1.6% | |
| NTRS | NORTHERN TR CORP | $251,000 | +19.0% | 2,700 | 0.0% | 0.18% | -5.7% | |
| SGOL | ABERDEEN STD GOLD ETF TR | $247,000 | +0.8% | 13,500 | 0.0% | 0.18% | -20.1% | |
| IWF | ISHARES TRrus 1000 grw etf | $241,000 | +11.1% | 1,000 | 0.0% | 0.18% | -11.6% | |
| INTU | INTUIT | $239,000 | +16.0% | 630 | 0.0% | 0.17% | -8.0% | |
| USB | US BANCORP DEL | $231,000 | +29.8% | 4,954 | 0.0% | 0.17% | +3.1% | |
| STIP | ISHARES TR0-5 yr tips etf | $230,000 | +0.4% | 2,200 | 0.0% | 0.17% | -20.1% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $227,000 | +23.4% | 4,570 | 0.0% | 0.16% | -1.8% | |
| CARR | CARRIER GLOBAL CORPORATION | $227,000 | +23.4% | 6,018 | 0.0% | 0.16% | -1.8% | |
| GPN | GLOBAL PMTS INC | $215,000 | +20.8% | 1,000 | 0.0% | 0.16% | -3.7% | |
| PPG | PPG INDS INC | $203,000 | +18.0% | 1,405 | 0.0% | 0.15% | -6.4% | |
| OTIS | OTIS WORLDWIDE CORP | $203,000 | +8.0% | 3,005 | 0.0% | 0.15% | -14.5% | |
| INDA | ISHARES TRmsci india etf | $195,000 | +18.9% | 4,850 | 0.0% | 0.14% | -6.0% | |
| CMI | CUMMINS INC | $190,000 | +8.0% | 835 | 0.0% | 0.14% | -14.3% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $187,000 | +0.5% | 2,251 | 0.0% | 0.14% | -20.0% | |
| CVX | CHEVRON CORP NEW | $182,000 | +17.4% | 2,157 | 0.0% | 0.13% | -6.4% | |
| CE | CELANESE CORP DEL | $173,000 | +21.0% | 1,332 | 0.0% | 0.12% | -4.6% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $171,000 | +17.9% | 806 | 0.0% | 0.12% | -6.1% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $152,000 | +3.4% | 1,210 | 0.0% | 0.11% | -17.9% | |
| EWY | ISHARES INCmsci sth kor etf | $151,000 | +31.3% | 1,760 | 0.0% | 0.11% | +3.8% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $144,000 | 0.0% | 2,565 | 0.0% | 0.10% | -20.6% | |
| RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $136,000 | +10.6% | 521 | 0.0% | 0.10% | -11.6% | |
| DEM | WISDOMTREE TRemer mkt high fd | $128,000 | +17.4% | 3,100 | 0.0% | 0.09% | -7.0% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $126,000 | +24.8% | 470 | 0.0% | 0.09% | -1.1% | |
| TIP | ISHARES TRtips bd etf | $122,000 | +1.7% | 952 | 0.0% | 0.09% | -20.0% | |
| AXP | AMERICAN EXPRESS CO | $121,000 | +21.0% | 1,000 | 0.0% | 0.09% | -3.3% | |
| DD | DUPONT DE NEMOURS INC | $122,000 | +28.4% | 1,712 | 0.0% | 0.09% | +1.1% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $120,000 | +17.6% | 1,010 | 0.0% | 0.09% | -6.5% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $117,000 | +14.7% | 600 | 0.0% | 0.08% | -8.6% | |
| MRK | MERCK & CO. INC | $117,000 | -1.7% | 1,436 | 0.0% | 0.08% | -22.0% | |
| EWU | ISHARES TRmsci uk etf new | $117,000 | +14.7% | 4,000 | 0.0% | 0.08% | -8.6% | |
| IJR | ISHARES TRcore s&p scp etf | $115,000 | +30.7% | 1,255 | 0.0% | 0.08% | +3.8% | |
| ULTA | ULTA BEAUTY INC | $112,000 | +28.7% | 390 | 0.0% | 0.08% | +2.5% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $108,000 | +28.6% | 757 | 0.0% | 0.08% | +1.3% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $97,000 | +2.1% | 194 | 0.0% | 0.07% | -19.5% | |
| CGW | INVESCO EXCH TRADED FD TR IIs&p gbl water | $96,000 | +12.9% | 2,050 | 0.0% | 0.07% | -10.3% | |
| DOW | DOW INC | $96,000 | +18.5% | 1,727 | 0.0% | 0.07% | -5.4% | |
| NVCR | NOVOCURE LTD | $95,000 | +55.7% | 550 | 0.0% | 0.07% | +23.2% | |
| USMV | ISHARES TRmsci usa min vol | $92,000 | +5.7% | 1,358 | 0.0% | 0.07% | -15.2% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $93,000 | +13.4% | 1,025 | 0.0% | 0.07% | -10.7% | |
| EWT | ISHARES INCmsci taiwan etf | $92,000 | +19.5% | 1,725 | 0.0% | 0.07% | -4.3% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $91,000 | +16.7% | 1,552 | 0.0% | 0.07% | -7.0% | |
| XOM | EXXON MOBIL CORP | $84,000 | +20.0% | 2,041 | 0.0% | 0.06% | -4.7% | |
| XBI | SPDR SER TRs&p biotech | $84,000 | +27.3% | 594 | 0.0% | 0.06% | +1.7% | |
| IVE | ISHARES TRs&p 500 val etf | $83,000 | +13.7% | 650 | 0.0% | 0.06% | -10.4% | |
| ECL | ECOLAB INC | $81,000 | +8.0% | 375 | 0.0% | 0.06% | -13.2% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $77,000 | +14.9% | 670 | 0.0% | 0.06% | -8.2% | |
| EWL | ISHARES INCmsci switzerland | $74,000 | +8.8% | 1,650 | 0.0% | 0.05% | -12.9% | |
| EFV | ISHARES TReafe value etf | $72,000 | +16.1% | 1,525 | 0.0% | 0.05% | -8.8% | |
| DGS | WISDOMTREE TRemg mkts smcap | $72,000 | +16.1% | 1,500 | 0.0% | 0.05% | -8.8% | |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $71,000 | +1.4% | 1,278 | 0.0% | 0.05% | -20.3% | |
| EQR | EQUITY RESIDENTIALsh ben int | $70,000 | +14.8% | 1,180 | 0.0% | 0.05% | -8.9% | |
| FDX | FEDEX CORP | $68,000 | +4.6% | 260 | 0.0% | 0.05% | -16.9% | |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $66,000 | +3.1% | 4,598 | 0.0% | 0.05% | -17.2% | |
| AVB | AVALONBAY CMNTYS INC | $64,000 | +6.7% | 400 | 0.0% | 0.05% | -16.4% | |
| ARNA | ARENA PHARMACEUTICALS INC | $61,000 | +1.7% | 800 | 0.0% | 0.04% | -20.0% | |
| CII | BLACKROCK ENHANCD CAP & INM | $54,000 | +12.5% | 3,108 | 0.0% | 0.04% | -11.4% | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $53,000 | +17.8% | 660 | 0.0% | 0.04% | -7.3% | |
| EWJ | ISHARES INCmsci jpn etf new | $51,000 | +15.9% | 750 | 0.0% | 0.04% | -7.5% | |
| NVS | NOVARTIS AGsponsored adr | $49,000 | +8.9% | 514 | 0.0% | 0.04% | -12.2% | |
| NFLX | NETFLIX INC | $48,000 | +9.1% | 88 | 0.0% | 0.04% | -12.5% | |
| NEM | NEWMONT CORP | $48,000 | -5.9% | 800 | 0.0% | 0.04% | -25.5% | |
| IJH | ISHARES TRcore s&p mcp etf | $46,000 | +24.3% | 200 | 0.0% | 0.03% | -2.9% | |
| PULS | PGIM ETF TRultra short | $45,000 | 0.0% | 900 | 0.0% | 0.03% | -19.5% | |
| FNV | FRANCO NEV CORP | $44,000 | -10.2% | 350 | 0.0% | 0.03% | -28.9% | |
| ILF | ISHARES TRlatn amer 40 etf | $40,000 | +42.9% | 1,348 | 0.0% | 0.03% | +11.5% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $39,000 | +18.2% | 290 | 0.0% | 0.03% | -6.7% | |
| GUNR | FLEXSHARES TRmornstar upstr | $38,000 | +15.2% | 1,182 | 0.0% | 0.03% | -6.7% | |
| MAS | MASCO CORP | $36,000 | 0.0% | 650 | 0.0% | 0.03% | -21.2% | |
| GILD | GILEAD SCIENCES INC | $34,000 | -8.1% | 580 | 0.0% | 0.02% | -26.5% | |
| DVY | ISHARES TRselect divid etf | $34,000 | +17.2% | 350 | 0.0% | 0.02% | -3.8% | |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $35,000 | +25.0% | 1,175 | 0.0% | 0.02% | -3.8% | |
| TDTT | FLEXSHARES TRiboxx 3r targt | $34,000 | 0.0% | 1,318 | 0.0% | 0.02% | -19.4% | |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $33,000 | +17.9% | 710 | 0.0% | 0.02% | -7.7% | |
| SBUX | STARBUCKS CORP | $32,000 | +28.0% | 295 | 0.0% | 0.02% | 0.0% | |
| SSRM | SSR MNG INC | $30,000 | +7.1% | 1,500 | 0.0% | 0.02% | -15.4% | |
| OCSL | OAKTREE SPECIALTY LENDING CO | $31,000 | +14.8% | 5,500 | 0.0% | 0.02% | -12.0% | |
| EMR | EMERSON ELEC CO | $31,000 | +24.0% | 380 | 0.0% | 0.02% | -4.3% | |
| CMCSA | COMCAST CORP NEWcl a | $30,000 | +11.1% | 580 | 0.0% | 0.02% | -12.0% | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $31,000 | +14.8% | 340 | 0.0% | 0.02% | -12.0% | |
| MRO | MARATHON OIL CORP | $28,000 | +64.7% | 4,255 | 0.0% | 0.02% | +25.0% | |
| PRU | PRUDENTIAL FINL INC | $27,000 | +22.7% | 350 | 0.0% | 0.02% | 0.0% | |
| VTV | VANGUARD INDEX FDSvalue etf | $28,000 | +12.0% | 235 | 0.0% | 0.02% | -13.0% | |
| ORCL | ORACLE CORP | $28,000 | +7.7% | 430 | 0.0% | 0.02% | -16.7% | |
| MFC | MANULIFE FINL CORP | $26,000 | +30.0% | 1,460 | 0.0% | 0.02% | +5.6% | |
| GOLD | BARRICK GOLD CORP | $23,000 | -17.9% | 1,000 | 0.0% | 0.02% | -34.6% | |
| AZO | AUTOZONE INC | $24,000 | 0.0% | 20 | 0.0% | 0.02% | -22.7% | |
| L | LOEWS CORP | $24,000 | +33.3% | 525 | 0.0% | 0.02% | +6.2% | |
| KSS | KOHLS CORP | $24,000 | +118.2% | 600 | 0.0% | 0.02% | +70.0% | |
| JBGS | JBG SMITH PPTYS | $23,000 | +15.0% | 740 | 0.0% | 0.02% | -5.6% | |
| PDM | PIEDMONT OFFICE REALTY TR IN | $22,000 | +22.2% | 1,350 | 0.0% | 0.02% | 0.0% | |
| SYY | SYSCO CORP | $22,000 | +22.2% | 295 | 0.0% | 0.02% | 0.0% | |
| RGLD | ROYAL GOLD INC | $21,000 | -12.5% | 200 | 0.0% | 0.02% | -31.8% | |
| NYCB | NEW YORK CMNTY BANCORP INC | $20,000 | +33.3% | 1,870 | 0.0% | 0.01% | 0.0% | |
| EMLC | VANECK VECTORS ETF TRjp morgan mkts | $19,000 | +5.6% | 570 | 0.0% | 0.01% | -12.5% | |
| D | DOMINION ENERGY INC | $18,000 | -5.3% | 245 | 0.0% | 0.01% | -23.5% | |
| IWB | ISHARES TRrus 1000 etf | $18,000 | +12.5% | 86 | 0.0% | 0.01% | -13.3% | |
| CUT | INVESCO EXCH TRADED FD TR IImsci gbl timbr | $18,000 | +20.0% | 539 | 0.0% | 0.01% | -7.1% | |
| PAG | PENSKE AUTOMOTIVE GRP INC | $18,000 | +28.6% | 300 | 0.0% | 0.01% | 0.0% | |
| AMG | AFFILIATED MANAGERS GROUP IN | $18,000 | +50.0% | 175 | 0.0% | 0.01% | +18.2% | |
| RWT | REDWOOD TR INC | $17,000 | +13.3% | 1,975 | 0.0% | 0.01% | -14.3% | |
| TGNA | TEGNA INC | $17,000 | +21.4% | 1,200 | 0.0% | 0.01% | -7.7% | |
| MMM | 3M CO | $17,000 | +6.2% | 100 | 0.0% | 0.01% | -20.0% | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $17,000 | +13.3% | 140 | 0.0% | 0.01% | -14.3% | |
| SU | SUNCOR ENERGY INC NEW | $16,000 | +33.3% | 970 | 0.0% | 0.01% | +9.1% | |
| UA | UNDER ARMOUR INCcl c | $15,000 | +50.0% | 1,000 | 0.0% | 0.01% | +22.2% | |
| OCSI | OAKTREE STRATEGIC INCOME COR | $15,000 | +15.4% | 1,980 | 0.0% | 0.01% | -8.3% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $15,000 | +7.1% | 132 | 0.0% | 0.01% | -15.4% | |
| TRV | TRAVELERS COMPANIES INC | $15,000 | +25.0% | 110 | 0.0% | 0.01% | 0.0% | |
| JXI | ISHARES TRglob utilits etf | $14,000 | +7.7% | 233 | 0.0% | 0.01% | -16.7% | |
| CTVA | CORTEVA INC | $14,000 | +40.0% | 363 | 0.0% | 0.01% | +11.1% | |
| DFS | DISCOVER FINL SVCS | $14,000 | +55.6% | 150 | 0.0% | 0.01% | +25.0% | |
| AUY | YAMANA GOLD INC | $14,000 | 0.0% | 2,432 | 0.0% | 0.01% | -23.1% | |
| IGF | ISHARES TRglb infrastr etf | $14,000 | +16.7% | 317 | 0.0% | 0.01% | -9.1% | |
| STAR | ISTAR INC | $13,000 | +18.2% | 900 | 0.0% | 0.01% | -10.0% | |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $13,000 | +8.3% | 440 | 0.0% | 0.01% | -18.2% | |
| LLY | LILLY ELI & CO | $11,000 | +10.0% | 65 | 0.0% | 0.01% | -11.1% | |
| ABC | AMERISOURCEBERGEN CORP | $11,000 | 0.0% | 110 | 0.0% | 0.01% | -20.0% | |
| PGR | PROGRESSIVE CORP | $11,000 | 0.0% | 111 | 0.0% | 0.01% | -20.0% | |
| COF | CAPITAL ONE FINL CORP | $11,000 | +37.5% | 110 | 0.0% | 0.01% | +14.3% | |
| FSP | FRANKLIN STR PPTYS CORP | $11,000 | +22.2% | 2,500 | 0.0% | 0.01% | 0.0% | |
| JEF | JEFFERIES FINL GROUP INC | $11,000 | +37.5% | 431 | 0.0% | 0.01% | +14.3% | |
| HOLX | HOLOGIC INC | $11,000 | +10.0% | 156 | 0.0% | 0.01% | -11.1% | |
| ACGL | ARCH CAP GROUP LTDord | $11,000 | +22.2% | 313 | 0.0% | 0.01% | 0.0% | |
| WSO | WATSCO INC | $9,000 | 0.0% | 40 | 0.0% | 0.01% | -12.5% | |
| TSCO | TRACTOR SUPPLY CO | $10,000 | 0.0% | 70 | 0.0% | 0.01% | -22.2% | |
| KMX | CARMAX INC | $9,000 | 0.0% | 97 | 0.0% | 0.01% | -12.5% | |
| VO | VANGUARD INDEX FDSmid cap etf | $10,000 | +25.0% | 47 | 0.0% | 0.01% | 0.0% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $9,000 | +28.6% | 47 | 0.0% | 0.01% | +16.7% | |
| ORLY | OREILLY AUTOMOTIVE INC | $9,000 | 0.0% | 20 | 0.0% | 0.01% | -12.5% | |
| VNO | VORNADO RLTY TRsh ben int | $10,000 | +11.1% | 268 | 0.0% | 0.01% | -12.5% | |
| CACG | LEGG MASON ETF INVT TRclrbrg gwt etf | $9,000 | +12.5% | 200 | 0.0% | 0.01% | 0.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $8,000 | +33.3% | 650 | 0.0% | 0.01% | +20.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $8,000 | +33.3% | 400 | 0.0% | 0.01% | +20.0% | |
| MCO | MOODYS CORP | $7,000 | 0.0% | 25 | 0.0% | 0.01% | -16.7% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $7,000 | +16.7% | 100 | 0.0% | 0.01% | 0.0% | |
| MKL | MARKEL CORP | $7,000 | 0.0% | 7 | 0.0% | 0.01% | -16.7% | |
| CAH | CARDINAL HEALTH INC | $7,000 | +16.7% | 135 | 0.0% | 0.01% | 0.0% | |
| MLPX | GLOBAL X FDSglb x mlp enrg i | $7,000 | +16.7% | 254 | 0.0% | 0.01% | 0.0% | |
| POST | POST HLDGS INC | $6,000 | +20.0% | 58 | 0.0% | 0.00% | -20.0% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $6,000 | 0.0% | 100 | 0.0% | 0.00% | -20.0% | |
| LBRDA | LIBERTY BROADBAND CORP | $6,000 | 0.0% | 41 | 0.0% | 0.00% | -20.0% | |
| BIV | VANGUARD BD INDEX FDSintermed term | $5,000 | 0.0% | 50 | 0.0% | 0.00% | -20.0% | |
| KEY | KEYCORP | $5,000 | +25.0% | 300 | 0.0% | 0.00% | 0.0% | |
| BDX | BECTON DICKINSON & CO | $6,000 | +20.0% | 23 | 0.0% | 0.00% | -20.0% | |
| SLB | SCHLUMBERGER LTD | $6,000 | +50.0% | 255 | 0.0% | 0.00% | 0.0% | |
| CL | COLGATE PALMOLIVE CO | $5,000 | 0.0% | 64 | 0.0% | 0.00% | -20.0% | |
| ALC | ALCON AG | $4,000 | +33.3% | 55 | 0.0% | 0.00% | 0.0% | |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $4,000 | 0.0% | 50 | 0.0% | 0.00% | -25.0% | |
| FMAT | FIDELITY COVINGTON TRUSTmsci matls index | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| E | ENI S P Asponsored adr | $3,000 | +50.0% | 138 | 0.0% | 0.00% | 0.0% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $3,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% | |
| T | AT&T INC | $2,000 | 0.0% | 83 | 0.0% | 0.00% | -50.0% | |
| HYMCZ | HYCROFT MINING HOLDING CORP*w exp 10/12/202 | $0 | – | 54 | 0.0% | 0.00% | – | |
| NOK | NOKIA CORPsponsored adr | $0 | – | 15 | 0.0% | 0.00% | – | |
| MDP | MEREDITH CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| IGT | INTERNATIONAL GAME TECHNOLOG | $0 | – | 18 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WEST BANCORPORATION INC | 20 | Q3 2023 | 12.5% |
| MICROSOFT CORP | 20 | Q3 2023 | 2.2% |
| APPLE INC | 20 | Q3 2023 | 2.1% |
| ISHARES TR | 20 | Q3 2023 | 1.7% |
| ISHARES TR | 20 | Q3 2023 | 1.8% |
| VANGUARD STAR FDS | 20 | Q3 2023 | 2.3% |
| ISHARES TR | 20 | Q3 2023 | 1.5% |
| HONEYWELL INTL INC | 20 | Q3 2023 | 1.2% |
| HOME DEPOT INC | 20 | Q3 2023 | 1.3% |
| LOWES COS INC | 20 | Q3 2023 | 1.3% |
View Legacy Bridge, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-01-18 |
View Legacy Bridge, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.