Legacy CG, LLC holdings history

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163 is the total number of securities Legacy CG, LLC has owned. The longest Legacy CG, LLC has owned a single stock is 8 quarters.

Legacy CG, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AMZN AMAZON COM INC882.54%3.10%3.88%Q4 2021Q3 20238
MSFT MICROSOFT CORP882.05%2.41%2.81%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...881.99%2.18%2.68%Q4 2021Q3 20238
V VISA INC881.96%2.09%2.23%Q4 2021Q3 20238
AAPL APPLE INC881.67%2.01%2.41%Q4 2021Q3 20238
PXD PIONEER NAT RES CO881.62%1.87%2.39%Q4 2021Q3 20238
AMAT APPLIED MATLS INC881.45%1.72%2.04%Q4 2021Q3 20238
TEL TE CONNECTIVITY LTD881.40%1.70%1.89%Q4 2021Q3 20238
XOM EXXON MOBIL CORP880.13%0.15%0.19%Q4 2021Q3 20238
JPST J P MORGAN EXCHANGE-TR...775.74%6.72%8.73%Q4 2021Q2 20237
UNH UNITEDHEALTH GROUP INC771.84%2.17%2.50%Q1 2022Q3 20237
HMOP HARTFORD FDS EXCHANGE ...666.82%7.42%8.06%Q2 2022Q3 20236
UPS UNITED PARCEL SERVICE INC661.71%1.94%2.28%Q4 2021Q1 20236
MRK MERCK & CO INC661.32%1.84%2.32%Q2 2022Q3 20236
GOOG ALPHABET INC421.51%1.81%2.08%Q4 2021Q3 20236
MSI MOTOROLA SOLUTIONS INC661.68%1.77%1.84%Q2 2022Q3 20236
AMT AMERICAN TOWER CORP NEW661.46%1.70%2.01%Q4 2021Q1 20236
HLT HILTON WORLDWIDE HLDGS...661.16%1.48%1.94%Q2 2022Q3 20236
ADP AUTOMATIC DATA PROCESS...661.28%1.43%1.59%Q2 2022Q3 20236
QEFA SPDR INDEX SHS FDS660.46%0.69%0.87%Q2 2022Q3 20236
BSCO INVESCO EXCH TRD SLF I...551.71%2.06%2.59%Q3 2022Q3 20235
BSCP INVESCO EXCH TRD SLF I...551.71%1.84%1.99%Q3 2022Q3 20235
BSCQ INVESCO EXCH TRD SLF I...551.71%1.84%2.00%Q3 2022Q3 20235
ZTS ZOETIS INC551.49%1.62%1.77%Q1 2022Q1 20235
HON HONEYWELL INTL INC551.51%1.62%1.93%Q3 2022Q3 20235
RTX RAYTHEON TECHNOLOGIES ...551.38%1.62%1.81%Q1 2022Q1 20235
AZO AUTOZONE INC550.15%1.42%1.85%Q4 2021Q4 20225
LOW LOWES COS INC320.02%1.36%2.08%Q4 2021Q3 20235
SPSB SPDR SER TR550.56%0.69%0.80%Q3 2022Q3 20235
COWZ PACER FDS TR445.00%6.82%8.13%Q3 2022Q2 20234
USTB VICTORY PORTFOLIOS II442.96%4.73%5.98%Q4 2022Q3 20234
FSEP FIRST TR EXCHNG TRADED...442.62%4.16%4.73%Q3 2022Q2 20234
FJUN FIRST TR EXCHNG TRADED...442.52%3.55%4.73%Q1 2022Q4 20224
PSET PRINCIPAL EXCHANGE-TRA...442.40%2.61%2.94%Q4 2021Q3 20224
STZ CONSTELLATION BRANDS INC441.38%1.75%2.05%Q2 2022Q1 20234
IBDT ISHARES TR440.31%1.66%2.13%Q4 2021Q3 20224
IBDO ISHARES TR440.32%1.64%2.30%Q4 2021Q3 20224
NUE NUCOR CORP441.05%1.34%1.92%Q4 2021Q3 20224
WY WEYERHAEUSER CO MTN BE441.14%1.31%1.40%Q4 2021Q3 20224
BSCN INVESCO EXCH TRD SLF I...440.10%1.27%2.58%Q3 2022Q2 20234
IBDS ISHARES TR440.32%1.25%2.23%Q4 2021Q3 20224
PEP PEPSICO INC210.01%1.23%1.72%Q4 2021Q3 20234
IBDR ISHARES TR440.31%1.06%2.12%Q4 2021Q3 20224
SPYG SPDR SER TR440.56%0.62%0.66%Q1 2022Q4 20224
ASET FLEXSHARES TR335.90%6.71%7.47%Q1 2022Q3 20223
ACIO ETF SER SOLUTIONS333.97%4.40%4.79%Q3 2022Q1 20233
QMAR FIRST TR EXCHNG TRADED...212.42%3.16%4.33%Q1 2022Q2 20233
TOTL SSGA ACTIVE ETF TR330.01%2.57%4.79%Q4 2021Q2 20223
SPGP INVESCO EXCHANGE TRADE...330.49%2.41%5.97%Q1 2023Q3 20233
QINT AMERICAN CENTY ETF TR330.01%2.33%3.64%Q4 2021Q2 20223
MMIT INDEXIQ ACTIVE ETF TR330.04%1.83%5.32%Q4 2021Q2 20223
BSCR INVESCO EXCH TRD SLF I...331.62%1.71%1.79%Q1 2023Q3 20233
IBDN ISHARES TR330.14%1.53%2.25%Q4 2021Q2 20223
IBDU ISHARES TR330.05%1.45%2.16%Q4 2021Q2 20223
BAX BAXTER INTL INC331.18%1.28%1.35%Q4 2021Q2 20223
STT STATE STR CORP330.01%1.17%1.80%Q4 2021Q2 20223
TMO THERMO FISHER SCIENTIF...331.05%1.11%1.16%Q3 2022Q1 20233
TJX TJX COS INC NEW331.06%1.10%1.15%Q4 2022Q2 20233
IBDQ ISHARES TR210.33%0.77%1.63%Q4 2021Q3 20223
IBDP ISHARES TR210.24%0.69%1.46%Q4 2021Q3 20223
HD HOME DEPOT INC330.07%0.15%0.23%Q4 2021Q2 20223
JCPB J P MORGAN EXCHANGE TR...223.38%4.81%6.24%Q2 2022Q3 20222
FDEC FIRST TR EXCHNG TRADED...224.40%4.55%4.70%Q1 2023Q2 20232
HARTFORD FDS EXCHANGE ...224.32%4.52%4.72%Q4 2022Q1 20232
RSP INVESCO EXCHANGE TRADE...222.47%4.43%6.40%Q4 2022Q1 20232
FMAR FIRST TR EXCHNG TRADED...223.36%3.40%3.44%Q1 2022Q2 20222
MOAT VANECK ETF TRUST110.09%3.06%6.03%Q2 2022Q2 20232
MMIN INDEXIQ ACTIVE ETF TR220.06%1.93%3.79%Q1 2022Q2 20222
JPM JPMORGAN CHASE & CO221.70%1.74%1.78%Q2 2023Q3 20232
ETN EATON CORP PLC221.62%1.72%1.82%Q1 2022Q2 20222
FAUG FIRST TR EXCHNG TRADED...110.02%1.64%3.27%Q4 2021Q2 20222
CSX CSX CORP221.49%1.55%1.61%Q2 2023Q3 20232
MTB M & T BK CORP221.42%1.49%1.57%Q2 2022Q3 20222
ACN ACCENTURE PLC IRELAND221.11%1.27%1.43%Q2 2023Q3 20232
DLR DIGITAL RLTY TR INC221.22%1.23%1.24%Q1 2022Q2 20222
PLD PROLOGIS INC.221.19%1.19%1.19%Q4 2022Q1 20232
FIXD FIRST TR EXCHNG TRADED...110.01%1.18%2.35%Q4 2021Q2 20222
SLB SCHLUMBERGER LTD221.05%1.15%1.25%Q2 2023Q3 20232
JCI JOHNSON CTLS INTL PLC110.01%1.11%2.21%Q4 2021Q2 20222
D DOMINION ENERGY INC221.02%1.11%1.20%Q4 2022Q1 20232
IBDV ISHARES TR110.02%1.09%2.17%Q4 2021Q2 20222
ALB ALBEMARLE CORP221.04%1.06%1.08%Q4 2022Q1 20232
SBUX STARBUCKS CORP110.09%0.96%1.84%Q4 2021Q2 20222
ABT ABBOTT LABS110.01%0.94%1.88%Q4 2021Q2 20222
JNJ JOHNSON & JOHNSON110.00%0.94%1.87%Q2 2022Q2 20232
AMGN AMGEN INC110.01%0.85%1.70%Q2 2022Q3 20232
NFLX NETFLIX INC220.02%0.85%1.67%Q1 2022Q2 20222
IQV IQVIA HLDGS INC110.01%0.83%1.66%Q4 2021Q2 20222
APD AIR PRODS & CHEMS INC110.01%0.72%1.44%Q4 2021Q2 20222
SPIB SPDR SER TR220.59%0.72%0.85%Q1 2022Q2 20222
TGT TARGET CORP220.02%0.70%1.38%Q1 2022Q2 20222
EQIX EQUINIX INC110.07%0.67%1.27%Q4 2021Q2 20222
SPSM SPDR SER TR220.58%0.63%0.68%Q1 2022Q2 20222
TYL TYLER TECHNOLOGIES INC220.10%0.12%0.13%Q1 2022Q2 20222
VTI VANGUARD INDEX FDS220.02%0.10%0.18%Q1 2022Q2 20222
IWF ISHARES TR110.05%0.05%0.06%Q4 2021Q2 20222
SOXX ISHARES TR110.03%0.04%0.04%Q4 2021Q2 20222
GOOGL ALPHABET INC110.02%0.03%0.03%Q4 2021Q2 20222
XT ISHARES TR110.01%0.01%0.01%Q4 2021Q2 20222
FIRST TR EXCHNG TRADED...118.94%8.94%8.94%Q3 2023Q3 20231
MOAT VANECK ETF TRUST117.16%7.16%7.16%Q3 2023Q3 20231
IWR ISHARES TR116.20%6.20%6.20%Q4 2021Q4 20211
CALF PACER FDS TR116.18%6.18%6.18%Q3 2023Q3 20231
BILS SPDR SER TR114.81%4.81%4.81%Q3 2023Q3 20231
INDEXIQ ETF TR114.78%4.78%4.78%Q2 2023Q2 20231
QJUN FIRST TR EXCHNG TRADED...114.41%4.41%4.41%Q3 2023Q3 20231
YMAR FIRST TR EXCHNG TRADED...114.10%4.10%4.10%Q2 2023Q2 20231
FIRST TR EXCHNG TRADED...113.11%3.11%3.11%Q4 2021Q4 20211
FOCT FIRST TR EXCHNG TRADED...112.67%2.67%2.67%Q4 2021Q4 20211
IBDW ISHARES TR111.78%1.78%1.78%Q4 2021Q4 20211
RPG INVESCO EXCHANGE TRADE...110.79%0.79%0.79%Q4 2021Q4 20211
IWM ISHARES TR110.33%0.33%0.33%Q4 2021Q4 20211
AHCO ADAPTHEALTH CORP110.22%0.22%0.22%Q4 2021Q4 20211
SHYG ISHARES TR110.20%0.20%0.20%Q1 2022Q1 20221
BLOK AMPLIFY ETF TR110.14%0.14%0.14%Q4 2021Q4 20211
SPY SPDR S&P 500 ETF TR110.10%0.10%0.10%Q2 2022Q2 20221
AFL AFLAC INC110.09%0.09%0.09%Q2 2022Q2 20221
QQQ INVESCO QQQ TR110.08%0.08%0.08%Q2 2022Q2 20221
CCI CROWN CASTLE INTL CORP...110.07%0.07%0.07%Q2 2022Q2 20221
EA ELECTRONIC ARTS INC110.04%0.04%0.04%Q2 2022Q2 20221
MGEE MGE ENERGY INC110.04%0.04%0.04%Q2 2022Q2 20221
SCHD SCHWAB STRATEGIC TR110.04%0.04%0.04%Q2 2022Q2 20221
CLX CLOROX CO DEL110.04%0.04%0.04%Q2 2022Q2 20221
EW EDWARDS LIFESCIENCES CORP110.03%0.03%0.03%Q2 2022Q2 20221
EFG ISHARES TR110.03%0.03%0.03%Q2 2022Q2 20221
LULU LULULEMON ATHLETICA INC110.03%0.03%0.03%Q2 2022Q2 20221
GNRC GENERAC HLDGS INC110.03%0.03%0.03%Q2 2022Q2 20221
CNP CENTERPOINT ENERGY INC110.02%0.02%0.02%Q2 2022Q2 20221
MRNA MODERNA INC110.02%0.02%0.02%Q2 2022Q2 20221
UNP UNION PAC CORP110.02%0.02%0.02%Q2 2022Q2 20221
FISV FISERV INC110.02%0.02%0.02%Q2 2022Q2 20221
EWL ISHARES INC110.02%0.02%0.02%Q2 2022Q2 20221
FNOV FIRST TR EXCHNG TRADED...110.02%0.02%0.02%Q4 2021Q4 20211
HLAL LISTED FD TR110.02%0.02%0.02%Q2 2022Q2 20221
WORLD GOLD TR110.02%0.02%0.02%Q2 2022Q2 20221
ETV EATON VANCE TAX-MANAGE...110.01%0.01%0.01%Q2 2022Q2 20221
CNC CENTENE CORP DEL110.01%0.01%0.01%Q2 2022Q2 20221
SAVA CASSAVA SCIENCES INC110.01%0.01%0.01%Q2 2022Q2 20221
T AT&T INC110.01%0.01%0.01%Q2 2022Q2 20221
AOR ISHARES TR110.01%0.01%0.01%Q2 2022Q2 20221
ANEW PROSHARES TR110.01%0.01%0.01%Q2 2022Q2 20221
GILD GILEAD SCIENCES INC110.01%0.01%0.01%Q2 2022Q2 20221
INTC INTEL CORP110.01%0.01%0.01%Q2 2022Q2 20221
PG PROCTER AND GAMBLE CO110.01%0.01%0.01%Q2 2022Q2 20221
CL COLGATE PALMOLIVE CO110.01%0.01%0.01%Q2 2022Q2 20221
ADBE ADOBE SYSTEMS INCORPOR...110.01%0.01%0.01%Q2 2022Q2 20221
MMM 3M CO110.01%0.01%0.01%Q2 2022Q2 20221
TWTR TWITTER INC110.01%0.01%0.01%Q2 2022Q2 20221
LUV SOUTHWEST AIRLS CO110.01%0.01%0.01%Q2 2022Q2 20221
TSLA TESLA INC110.01%0.01%0.01%Q2 2022Q2 20221
PFG PRINCIPAL FINANCIAL GR...110.01%0.01%0.01%Q2 2022Q2 20221
NWTN INC110.00%0.00%0.00%Q2 2023Q2 20231
CHTR CHARTER COMMUNICATIONS...110.00%0.00%0.00%Q2 2022Q2 20221
SPSK TIDAL ETF TR110.00%0.00%0.00%Q2 2022Q2 20221
DIS DISNEY WALT CO110.00%0.00%0.00%Q2 2022Q2 20221
FB META PLATFORMS INC110.00%0.00%0.00%Q2 2022Q2 20221
KO COCA COLA CO110.00%0.00%0.00%Q2 2022Q2 20221
VZ VERIZON COMMUNICATIONS...110.00%0.00%0.00%Q2 2022Q2 20221
EBAY EBAY INC.110.00%0.00%0.00%Q2 2022Q2 20221
PYPL PAYPAL HLDGS INC110.00%0.00%0.00%Q2 2022Q2 20221
BFIIW BURGERFI INTERNATIONAL...110.00%0.00%0.00%Q2 2023Q2 20231
WARNER BROS DISCOVERY INC110.00%0.00%0.00%Q2 2022Q2 20221
WAB WABTEC110.00%0.00%0.00%Q2 2022Q2 20221
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The securities at the top of the list , including AMAZON COM INC, MICROSOFT CORP, and BERKSHIRE HATHAWAY INC DEL, are the highest-conviction holdings of Legacy CG, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Legacy CG, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Legacy CG, LLC owns currently or has owned in the past.