$205 Million is the total value of Legacy Capital Group California, Inc.'s 238 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 3 | Q3 2023 | 7.9% |
| SPDR SER TR | 3 | Q3 2023 | 3.9% |
| J P MORGAN EXCHANGE TRADED F | 3 | Q3 2023 | 4.2% |
| JANUS DETROIT STR TR | 3 | Q3 2023 | 2.5% |
| SPDR SER TR | 3 | Q3 2023 | 2.2% |
| SPDR SER TR | 3 | Q3 2023 | 2.0% |
| SPDR SER TR | 3 | Q3 2023 | 1.8% |
| FS KKR CAP CORP | 3 | Q3 2023 | 1.5% |
| MICROSOFT CORP | 3 | Q3 2023 | 1.9% |
| SPDR S&P 500 ETF TR | 3 | Q3 2023 | 2.3% |
View Legacy Capital Group California, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-11 |
View Legacy Capital Group California, Inc.'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.