$267 Million is the total value of New Legacy Group, LLC's 29 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $8,304,000 | -0.1% | 18,387 | +5.1% | 3.11% | +93.8% |
FB | Buy | META PLATFORMS INCcl a | $6,793,000 | -31.6% | 30,550 | +3.4% | 2.55% | +32.6% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $3,012,000 | -2.2% | 36,600 | +3.4% | 1.13% | +89.7% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $281,000 | +4.9% | 2,050 | +7.9% | 0.10% | +101.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 8 | Q3 2023 | 21.9% |
META PLATFORMS INC | 8 | Q3 2023 | 22.2% |
ISHARES TR | 8 | Q3 2023 | 8.4% |
UBER TECHNOLOGIES INC | 8 | Q3 2023 | 9.5% |
VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 6.2% |
ISHARES TR | 8 | Q3 2023 | 5.0% |
WISDOMTREE TR | 8 | Q3 2023 | 4.7% |
SPDR GOLD TR | 8 | Q3 2023 | 3.7% |
GLOBAL X FDS | 8 | Q3 2023 | 3.3% |
ISHARES TR | 8 | Q3 2023 | 2.8% |
View New Legacy Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-11-14 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-08 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
View New Legacy Group, 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.