$36.6 Million is the total value of New Legacy Group, LLC's 28 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GRBK | New | GREEN BRICK PARTNERS INC | $222,245 | – | 5,354 | +100.0% | 0.61% | – |
| New | JOBY AVIATION INC | $72,537 | – | 11,246 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
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.