Legacy Capital Group California
Latest statistics and disclosures from Legacy Capital Group California's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, JPST, MSFT, JAAA, FLRN, and represent 16.90% of Legacy Capital Group California's stock portfolio.
- Added to shares of these 10 stocks: FJUL, XLRE, SRLN, SDVY, QQQM, PYLD, XSVN, CAVA, CFG, AMP.
- Started 56 new stock positions in LC, OEF, AMOM, XLRE, TWST, AXON, Corpay, RTX, CARR, STN.
- Reduced shares in these 10 stocks: FAPR, SPY, SGOV, SPTM, EFA, LGLV, BIL, ZS, LPG, AI.
- Sold out of its positions in QVAL, Invesco Qqq Tr, TEAM, AN, BDX, AI, LNG, KOF, FAPR, GBIL.
- Legacy Capital Group California was a net buyer of stock by $94k.
- Legacy Capital Group California has $271M in assets under management (AUM), dropping by 4.77%.
- Central Index Key (CIK): 0001977092
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Portfolio Holdings for Legacy Capital Group California
Legacy Capital Group California holds 300 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.2 | $22M | -3% | 130k | 171.48 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 3.5 | $9.4M | -4% | 186k | 50.45 |
|
| Microsoft Corporation (MSFT) | 1.8 | $5.0M | -7% | 12k | 420.73 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.7 | $4.7M | -3% | 93k | 50.74 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 1.7 | $4.5M | -2% | 146k | 30.83 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.6 | $4.3M | -8% | 70k | 61.53 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) | 1.6 | $4.2M | NEW | 96k | 44.45 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.5 | $4.2M | -25% | 45k | 91.80 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.3 | $3.6M | -5% | 21k | 169.37 |
|
| Fs Kkr Capital Corp (FSK) | 1.2 | $3.3M | 173k | 19.07 |
|
|
| Merck & Co (MRK) | 1.1 | $2.9M | -19% | 22k | 131.95 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $2.7M | +14% | 3.0k | 903.60 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 1.0 | $2.6M | +236% | 63k | 42.11 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $2.4M | -2% | 7.4k | 320.59 |
|
| Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) | 0.8 | $2.2M | 90k | 24.40 |
|
|
| Meta Platforms Cl A (META) | 0.8 | $2.1M | -7% | 4.3k | 485.52 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $2.1M | +8% | 14k | 150.93 |
|
| Spotify Technology S A SHS (SPOT) | 0.8 | $2.1M | -2% | 7.8k | 263.90 |
|
| Qualcomm (QCOM) | 0.8 | $2.0M | +58% | 12k | 169.30 |
|
| Caterpillar (CAT) | 0.7 | $2.0M | +49% | 5.5k | 366.43 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.7 | $2.0M | -54% | 31k | 64.15 |
|
| Novo-nordisk A S Adr (NVO) | 0.7 | $2.0M | 15k | 128.40 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.7 | $1.9M | NEW | 49k | 39.53 |
|
| Cardinal Health (CAH) | 0.7 | $1.9M | +60% | 17k | 111.90 |
|
| Amazon (AMZN) | 0.7 | $1.9M | -2% | 11k | 180.38 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.7 | $1.9M | -3% | 53k | 36.19 |
|
| Shopify Cl A (SHOP) | 0.6 | $1.7M | -2% | 22k | 77.17 |
|
| Citizens Financial (CFG) | 0.6 | $1.7M | +181% | 47k | 36.29 |
|
| Netflix (NFLX) | 0.6 | $1.7M | -2% | 2.8k | 607.33 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.6M | -3% | 8.0k | 200.30 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $1.6M | -2% | 3.3k | 481.57 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.6 | $1.6M | NEW | 46k | 34.82 |
|
| Abercrombie & Fitch Cl A (ANF) | 0.6 | $1.6M | -2% | 12k | 125.33 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.6 | $1.6M | NEW | 8.5k | 182.69 |
|
| Elf Beauty (ELF) | 0.6 | $1.5M | -2% | 7.9k | 196.03 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.6 | $1.5M | NEW | 60k | 25.76 |
|
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.6 | $1.5M | NEW | 32k | 47.47 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.5M | -2% | 9.8k | 152.26 |
|
| Lam Research Corporation (LRCX) | 0.5 | $1.5M | -22% | 1.5k | 971.57 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $1.5M | 1.9k | 777.96 |
|
|
| Walt Disney Company (DIS) | 0.5 | $1.5M | 12k | 122.36 |
|
|
| Cava Group Ord (CAVA) | 0.5 | $1.4M | NEW | 20k | 70.05 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.5 | $1.4M | -2% | 38k | 37.26 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $1.4M | -15% | 2.8k | 504.60 |
|
| Advanced Micro Devices (AMD) | 0.5 | $1.4M | -2% | 7.7k | 180.49 |
|
| McKesson Corporation (MCK) | 0.5 | $1.3M | 2.5k | 536.85 |
|
|
| Chubb (CB) | 0.5 | $1.3M | -2% | 5.1k | 259.13 |
|
| Xpo Logistics Inc equity (XPO) | 0.5 | $1.3M | -2% | 11k | 122.03 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $1.3M | -60% | 16k | 79.86 |
|
| Cigna Corp (CI) | 0.5 | $1.3M | -3% | 3.5k | 363.19 |
|
| Curtiss-Wright (CW) | 0.5 | $1.3M | 4.9k | 255.94 |
|
|
| Ubs Group SHS (UBS) | 0.5 | $1.3M | -4% | 41k | 30.72 |
|
| Wal-Mart Stores (WMT) | 0.5 | $1.2M | +194% | 21k | 60.17 |
|
| Digital Realty Trust (DLR) | 0.5 | $1.2M | +64% | 8.6k | 144.04 |
|
| American Eagle Outfitters (AEO) | 0.4 | $1.2M | -2% | 46k | 25.79 |
|
| Zions Bancorporation (ZION) | 0.4 | $1.2M | +5% | 28k | 43.40 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $1.2M | -3% | 10k | 115.35 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $1.2M | -72% | 12k | 100.71 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $1.2M | -2% | 8.8k | 131.37 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.1M | -2% | 1.5k | 732.75 |
|
| Applied Materials (AMAT) | 0.4 | $1.1M | 5.5k | 206.23 |
|
|
| Bgc Group Cl A (BGC) | 0.4 | $1.1M | -2% | 143k | 7.77 |
|
| General Dynamics Corporation (GD) | 0.4 | $1.1M | 3.9k | 282.49 |
|
|
| Tal Education Group Sponsored Ads (TAL) | 0.4 | $1.1M | -2% | 97k | 11.35 |
|
| Metropcs Communications (TMUS) | 0.4 | $1.1M | -3% | 6.6k | 163.22 |
|
| Ameriprise Financial (AMP) | 0.4 | $1.1M | NEW | 2.4k | 438.44 |
|
| Tapestry (TPR) | 0.4 | $1.1M | -2% | 22k | 47.48 |
|
| Johnson & Johnson (JNJ) | 0.4 | $1.0M | 6.6k | 158.20 |
|
|
| Citigroup Com New (C) | 0.4 | $1.0M | 16k | 63.24 |
|
|
| Intuit (INTU) | 0.4 | $1.0M | -3% | 1.6k | 649.90 |
|
| Deere & Company (DE) | 0.4 | $989k | -2% | 2.4k | 410.74 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $980k | -2% | 11k | 93.05 |
|
| Schlumberger Com Stk (SLB) | 0.4 | $979k | NEW | 18k | 54.81 |
|
| Lendingclub Corp Com New (LC) | 0.4 | $975k | NEW | 111k | 8.79 |
|
| Twist Bioscience Corp (TWST) | 0.4 | $968k | NEW | 28k | 34.31 |
|
| Upstart Hldgs (UPST) | 0.4 | $964k | -2% | 36k | 26.89 |
|
| Air Products & Chemicals (APD) | 0.4 | $955k | +30% | 3.9k | 242.27 |
|
| Archer Daniels Midland Company (ADM) | 0.4 | $951k | +49% | 15k | 62.81 |
|
| Cisco Systems (CSCO) | 0.3 | $948k | 19k | 49.91 |
|
|
| Target Corporation (TGT) | 0.3 | $944k | NEW | 5.3k | 177.21 |
|
| Corning Incorporated (GLW) | 0.3 | $942k | -2% | 29k | 32.96 |
|
| SYSCO Corporation (SYY) | 0.3 | $937k | -3% | 12k | 81.18 |
|
| BP Sponsored Adr (BP) | 0.3 | $937k | -3% | 25k | 37.68 |
|
| Medtronic SHS (MDT) | 0.3 | $912k | 11k | 87.15 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $909k | -2% | 13k | 72.36 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $908k | +15% | 2.2k | 420.43 |
|
| Bank of America Corporation (BAC) | 0.3 | $891k | +124% | 24k | 37.92 |
|
| Cummins (CMI) | 0.3 | $872k | -2% | 3.0k | 294.65 |
|
| Investment Managers Ser Tr I Alternative Acce (AAA) | 0.3 | $863k | 35k | 25.03 |
|
|
| Amgen (AMGN) | 0.3 | $860k | -2% | 3.0k | 284.32 |
|
| Hf Sinclair Corp (DINO) | 0.3 | $859k | -2% | 14k | 60.37 |
|
| Eaton Corp SHS (ETN) | 0.3 | $858k | -19% | 2.7k | 312.68 |
|
| Oracle Corporation (ORCL) | 0.3 | $858k | 6.8k | 125.61 |
|
|
| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.3 | $857k | -7% | 17k | 50.46 |
|
| Altria (MO) | 0.3 | $854k | -3% | 20k | 43.62 |
|
| Prudential Financial (PRU) | 0.3 | $851k | -2% | 7.2k | 117.40 |
|
| Whirlpool Corporation (WHR) | 0.3 | $849k | +75% | 7.1k | 119.63 |
|
| Norfolk Southern (NSC) | 0.3 | $842k | -2% | 3.3k | 254.87 |
|
| Ishares Tr Msci Ireland Etf (EIRL) | 0.3 | $841k | -3% | 12k | 69.34 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $841k | -2% | 11k | 79.76 |
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $841k | -34% | 6.5k | 129.35 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.3 | $840k | -2% | 12k | 68.16 |
|
| Ishares Msci Italy Etf (EWI) | 0.3 | $834k | NEW | 22k | 37.72 |
|
| International Business Machines (IBM) | 0.3 | $830k | -2% | 4.3k | 190.96 |
|
| Nortonlifelock (GEN) | 0.3 | $829k | +64% | 37k | 22.40 |
|
| Lululemon Athletica (LULU) | 0.3 | $829k | -2% | 2.1k | 390.65 |
|
| Ishares Msci Mexico Etf (EWW) | 0.3 | $803k | -3% | 12k | 69.31 |
|
| Ishares Msci France Etf (EWQ) | 0.3 | $796k | -4% | 19k | 41.41 |
|
| Cadence Design Systems (CDNS) | 0.3 | $794k | +157% | 2.5k | 311.28 |
|
| Alexandria Real Estate Equities (ARE) | 0.3 | $791k | 6.1k | 128.91 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $790k | +2% | 7.0k | 113.66 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.3 | $783k | -3% | 15k | 51.06 |
|
| Electronic Arts (EA) | 0.3 | $783k | -3% | 5.9k | 132.67 |
|
| Ishares Tr Msci Poland Etf (EPOL) | 0.3 | $783k | NEW | 33k | 23.59 |
|
| AFLAC Incorporated (AFL) | 0.3 | $777k | +2% | 9.0k | 85.86 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.3 | $774k | -8% | 8.3k | 93.48 |
|
| Omni (OMC) | 0.3 | $768k | -3% | 7.9k | 96.76 |
|
| Ishares Tr Msci Denmark Etf (EDEN) | 0.3 | $768k | -2% | 6.3k | 122.17 |
|
| Comerica Incorporated (CMA) | 0.3 | $759k | +10% | 14k | 54.99 |
|
| M.D.C. Holdings (MDC) | 0.3 | $754k | -32% | 12k | 62.91 |
|
| Terran Orbital Corporation (LLAP) | 0.3 | $754k | NEW | 575k | 1.31 |
|
| Verizon Communications (VZ) | 0.3 | $752k | -2% | 18k | 41.96 |
|
| Allstate Corporation (ALL) | 0.3 | $751k | -3% | 4.3k | 173.01 |
|
| Pinnacle West Capital Corporation (PNW) | 0.3 | $747k | -10% | 10k | 74.73 |
|
| Chipotle Mexican Grill (CMG) | 0.3 | $744k | 256.00 | 2906.77 |
|
|
| Ishares Tr Msci Uk Etf New (EWU) | 0.3 | $743k | -3% | 22k | 34.21 |
|
| Manpower (MAN) | 0.3 | $737k | -2% | 9.5k | 77.64 |
|
| Cintas Corporation (CTAS) | 0.3 | $727k | -2% | 1.1k | 686.87 |
|
| Ishares Msci Switzerland (EWL) | 0.3 | $718k | -3% | 15k | 47.60 |
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| Kulicke and Soffa Industries (KLIC) | 0.3 | $701k | -3% | 14k | 50.31 |
|
| Eyepoint Pharmaceuticals Com New (EYPT) | 0.3 | $699k | NEW | 34k | 20.67 |
|
| Fastenal Company (FAST) | 0.3 | $684k | NEW | 8.9k | 77.14 |
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| Key (KEY) | 0.3 | $682k | +8% | 43k | 15.81 |
|
| Waste Management (WM) | 0.2 | $670k | -3% | 3.1k | 213.15 |
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| Broadcom (AVGO) | 0.2 | $668k | -27% | 504.00 | 1325.41 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.2 | $666k | 18k | 37.23 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.2 | $661k | -15% | 37k | 17.73 |
|
| D.R. Horton (DHI) | 0.2 | $638k | 3.9k | 164.55 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $637k | -4% | 6.9k | 92.42 |
|
| Westlake Chemical Corporation (WLK) | 0.2 | $633k | -2% | 4.1k | 152.80 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $624k | -8% | 12k | 51.60 |
|
| Corpay Com Shs | 0.2 | $624k | NEW | 2.0k | 308.54 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $622k | 5.4k | 116.24 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $617k | NEW | 6.3k | 97.53 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $617k | 14k | 43.35 |
|
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| Intel Corporation (INTC) | 0.2 | $613k | -2% | 14k | 44.17 |
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| Copart (CPRT) | 0.2 | $604k | 10k | 57.92 |
|
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| Jabil Circuit (JBL) | 0.2 | $596k | -3% | 4.4k | 133.95 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $590k | -41% | 3.2k | 186.82 |
|
| Unilever Spon Adr New (UL) | 0.2 | $581k | +26% | 12k | 50.19 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $579k | -2% | 3.5k | 164.96 |
|
| Celanese Corporation (CE) | 0.2 | $576k | +30% | 3.4k | 171.86 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.2 | $574k | -6% | 12k | 46.21 |
|
| Civitas Resources Com New (CIVI) | 0.2 | $572k | -3% | 7.5k | 75.91 |
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| Carrier Global Corporation (CARR) | 0.2 | $572k | NEW | 9.8k | 58.13 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $561k | 4.1k | 136.05 |
|
|
| Stryker Corporation (SYK) | 0.2 | $560k | -2% | 1.6k | 357.87 |
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| Nutrien (NTR) | 0.2 | $548k | +54% | 10k | 54.31 |
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| Motorola Solutions Com New (MSI) | 0.2 | $546k | 1.5k | 354.98 |
|
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| Pinterest Cl A (PINS) | 0.2 | $545k | -2% | 16k | 34.67 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $540k | +4% | 2.1k | 259.95 |
|
| Morgan Stanley Com New (MS) | 0.2 | $536k | -3% | 5.7k | 94.16 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $530k | 2.6k | 205.98 |
|
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| Nike CL B (NKE) | 0.2 | $524k | +3% | 5.6k | 93.98 |
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| Devon Energy Corporation (DVN) | 0.2 | $522k | -3% | 10k | 50.18 |
|
| Waste Connections (WCN) | 0.2 | $519k | -2% | 3.0k | 172.01 |
|
| 3M Company (MMM) | 0.2 | $519k | 4.9k | 106.07 |
|
|
| Fresh Del Monte Produce Ord (FDP) | 0.2 | $517k | -2% | 20k | 25.91 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $511k | -2% | 12k | 41.08 |
|
| Foot Locker (FL) | 0.2 | $505k | -3% | 18k | 28.50 |
|
| Samsara Com Cl A (IOT) | 0.2 | $494k | NEW | 13k | 37.79 |
|
| Fiserv (FI) | 0.2 | $491k | -2% | 3.1k | 159.82 |
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| Synchrony Financial (SYF) | 0.2 | $484k | -3% | 11k | 43.12 |
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| Chevron Corporation (CVX) | 0.2 | $482k | -3% | 3.1k | 157.75 |
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| EOG Resources (EOG) | 0.2 | $479k | 3.7k | 127.84 |
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| Gilead Sciences (GILD) | 0.2 | $469k | 6.4k | 73.24 |
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| Kroger (KR) | 0.2 | $464k | -3% | 8.1k | 57.13 |
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| Kimco Realty Corporation (KIM) | 0.2 | $464k | -3% | 24k | 19.61 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.2 | $452k | NEW | 6.6k | 68.83 |
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| Hasbro (HAS) | 0.2 | $439k | -3% | 7.8k | 56.52 |
|
| McDonald's Corporation (MCD) | 0.2 | $437k | 1.5k | 281.95 |
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| Ishares Msci World Etf (URTH) | 0.2 | $432k | 3.0k | 144.92 |
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| Pfizer (PFE) | 0.2 | $428k | -3% | 15k | 27.75 |
|
| Anthem (ELV) | 0.2 | $426k | 822.00 | 518.54 |
|
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| Zillow Group Cl C Cap Stk (Z) | 0.2 | $421k | 8.6k | 48.78 |
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|
| Truist Financial Corp equities (TFC) | 0.2 | $421k | -3% | 11k | 38.98 |
|
| International Paper Company (IP) | 0.2 | $419k | -3% | 11k | 39.02 |
|
| Snap-on Incorporated (SNA) | 0.1 | $404k | 1.4k | 296.27 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $403k | 10k | 39.36 |
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| Newmont Mining Corporation (NEM) | 0.1 | $403k | +119% | 11k | 35.84 |
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| NetApp (NTAP) | 0.1 | $400k | -24% | 3.8k | 104.97 |
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| Sanofi Sponsored Adr (SNY) | 0.1 | $394k | 8.1k | 48.60 |
|
|
| Bny Mellon Etf Trust High Yield Beta (BKHY) | 0.1 | $394k | NEW | 8.3k | 47.66 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $394k | +17% | 865.00 | 454.87 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $381k | -89% | 728.00 | 523.07 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $381k | +11% | 4.0k | 94.41 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $373k | -7% | 4.4k | 85.74 |
|
| Visa Com Cl A (V) | 0.1 | $372k | +3% | 1.3k | 279.08 |
|
| Micron Technology (MU) | 0.1 | $368k | -20% | 3.1k | 117.89 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $364k | NEW | 1.7k | 208.33 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $362k | -23% | 1.8k | 205.72 |
|
| Tesla Motors (TSLA) | 0.1 | $360k | 2.0k | 175.79 |
|
|
| World Fuel Services Corporation (WKC) | 0.1 | $358k | -3% | 14k | 26.45 |
|
| Goldman Sachs (GS) | 0.1 | $356k | 852.00 | 417.69 |
|
|
| Fifth Third Ban (FITB) | 0.1 | $350k | 9.4k | 37.21 |
|
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| EnerSys (ENS) | 0.1 | $339k | 3.6k | 94.46 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $335k | -26% | 2.1k | 158.83 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $332k | +19% | 266.00 | 1249.61 |
|
| Manulife Finl Corp (MFC) | 0.1 | $325k | 13k | 24.99 |
|
|
| Lowe's Companies (LOW) | 0.1 | $323k | 1.3k | 254.73 |
|
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| MetLife (MET) | 0.1 | $321k | 4.3k | 74.11 |
|
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.1 | $316k | -36% | 16k | 20.00 |
|
| PNC Financial Services (PNC) | 0.1 | $314k | 1.9k | 161.60 |
|
|
| Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) | 0.1 | $312k | -7% | 2.9k | 107.75 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $311k | NEW | 3.9k | 80.22 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $309k | NEW | 696.00 | 444.18 |
|
| Dick's Sporting Goods (DKS) | 0.1 | $307k | -38% | 1.4k | 224.86 |
|
| Home Depot (HD) | 0.1 | $307k | -36% | 799.00 | 383.60 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $306k | -5% | 3.7k | 81.78 |
|
| BlackRock (BLK) | 0.1 | $306k | 367.00 | 833.70 |
|
|
| Acuity Brands (AYI) | 0.1 | $303k | -23% | 1.1k | 268.73 |
|
| Mosaic (MOS) | 0.1 | $301k | NEW | 9.3k | 32.46 |
|
| Bank Ozk (OZK) | 0.1 | $297k | 6.5k | 45.46 |
|
|
| FedEx Corporation (FDX) | 0.1 | $297k | 1.0k | 289.74 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $296k | 987.00 | 300.08 |
|
|
| Cameco Corporation (CCJ) | 0.1 | $296k | +35% | 6.8k | 43.32 |
|
| Zimmer Holdings (ZBH) | 0.1 | $296k | 2.2k | 131.98 |
|
|
| Graniteshares Etf Tr Nasdaq Select Di (DRUP) | 0.1 | $291k | -7% | 5.8k | 50.28 |
|
| Global X Fds Adaptive Us (AUSF) | 0.1 | $290k | -21% | 7.1k | 40.87 |
|
| Benchmark Electronics (BHE) | 0.1 | $287k | 9.6k | 30.01 |
|
|
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.1 | $286k | -6% | 5.7k | 49.89 |
|
| Stellantis SHS (STLA) | 0.1 | $285k | 10k | 28.30 |
|
|
| Invesco Exchange Traded Fd T Large Cap Growth (PWB) | 0.1 | $284k | NEW | 3.2k | 89.29 |
|
| Paypal Holdings (PYPL) | 0.1 | $284k | 4.2k | 66.99 |
|
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.1 | $283k | -42% | 5.9k | 48.22 |
|
| Kt Corp Sponsored Adr (KT) | 0.1 | $282k | 20k | 14.02 |
|
|
| Etfis Ser Tr I Infrac Act Mlp (AMZA) | 0.1 | $280k | -21% | 6.8k | 41.20 |
|
| Davis Fundamental Etf Tr Select Us Eqty (DUSA) | 0.1 | $279k | NEW | 6.9k | 40.37 |
|
| Greenbrier Companies (GBX) | 0.1 | $278k | 5.3k | 52.10 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $278k | NEW | 5.8k | 47.46 |
|
| Starbucks Corporation (SBUX) | 0.1 | $276k | +6% | 3.0k | 91.39 |
|
| Juniper Networks (JNPR) | 0.1 | $268k | 7.2k | 37.06 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $267k | 3.2k | 84.44 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $263k | -5% | 2.3k | 115.81 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $262k | -5% | 1.3k | 195.03 |
|
| New York Community Ban (NYCB) | 0.1 | $260k | +57% | 81k | 3.22 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $258k | NEW | 4.3k | 60.38 |
|
| Rbc Cad (RY) | 0.1 | $258k | 2.6k | 100.88 |
|
|
| Tyson Foods Cl A (TSN) | 0.1 | $257k | 4.4k | 58.73 |
|
|
| Stantec (STN) | 0.1 | $256k | NEW | 3.1k | 83.04 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $256k | NEW | 4.0k | 63.74 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $255k | -61% | 5.0k | 50.56 |
|
| Capital One Financial (COF) | 0.1 | $253k | 1.7k | 148.89 |
|
|
| Ryanair Holdings Sponsored Ads (RYAAY) | 0.1 | $253k | -4% | 1.7k | 145.59 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $253k | 525.00 | 481.05 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $248k | -31% | 1.5k | 164.01 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $247k | 2.6k | 96.73 |
|
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.1 | $244k | -23% | 5.5k | 44.40 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.1 | $244k | +6% | 3.2k | 76.14 |
|
| Peak (DOC) | 0.1 | $242k | NEW | 13k | 18.75 |
|
| Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.1 | $242k | -23% | 1.3k | 182.39 |
|
| Brightspire Capital Com Cl A (BRSP) | 0.1 | $241k | 35k | 6.89 |
|
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $240k | NEW | 4.5k | 52.87 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $240k | NEW | 1.5k | 164.35 |
|
| Westrock (WRK) | 0.1 | $240k | 4.9k | 49.45 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $238k | NEW | 962.00 | 247.41 |
|
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.1 | $238k | NEW | 1.2k | 190.68 |
|
| News Corp CL B (NWS) | 0.1 | $238k | NEW | 8.8k | 27.06 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $238k | -33% | 686.00 | 346.48 |
|
| Albemarle Corporation (ALB) | 0.1 | $237k | 1.8k | 131.74 |
|
|
| Diageo Spon Adr New (DEO) | 0.1 | $234k | +7% | 1.6k | 148.74 |
|
| Super Micro Computer (SMCI) | 0.1 | $233k | NEW | 231.00 | 1010.03 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $233k | -5% | 4.5k | 51.28 |
|
| Nvent Electric SHS (NVT) | 0.1 | $232k | NEW | 3.1k | 75.40 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $231k | 7.6k | 30.50 |
|
|
| Toyota Motor Corp Ads (TM) | 0.1 | $231k | NEW | 916.00 | 251.68 |
|
| Banco Santander Adr (SAN) | 0.1 | $229k | NEW | 47k | 4.84 |
|
| Leggett & Platt (LEG) | 0.1 | $227k | -3% | 12k | 19.15 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $226k | 1.9k | 116.25 |
|
|
| Goldman Sachs Etf Tr Hedge Ind Etf (GVIP) | 0.1 | $225k | NEW | 2.1k | 109.27 |
|
| Biogen Idec (BIIB) | 0.1 | $225k | +6% | 1.0k | 215.63 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.1 | $224k | NEW | 2.0k | 114.86 |
|
| American Centy Etf Tr Us Quality Grow (QGRO) | 0.1 | $224k | NEW | 2.6k | 84.94 |
|
| Esab Corporation (ESAB) | 0.1 | $218k | NEW | 2.0k | 110.57 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $214k | NEW | 490.00 | 435.95 |
|
| Builders FirstSource (BLDR) | 0.1 | $212k | NEW | 1.0k | 208.55 |
|
| American Tower Reit (AMT) | 0.1 | $211k | +2% | 1.1k | 197.59 |
|
| Exchange Listed Fds Tr Qraft Ai Us Mmtm (AMOM) | 0.1 | $210k | NEW | 5.4k | 38.64 |
|
| Quanta Services (PWR) | 0.1 | $208k | NEW | 799.00 | 259.80 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $207k | NEW | 3.8k | 54.23 |
|
| Axon Enterprise (AXON) | 0.1 | $206k | NEW | 659.00 | 312.88 |
|
| Cohu (COHU) | 0.1 | $205k | 6.2k | 33.33 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $205k | -3% | 12k | 16.49 |
|
| Vale S A Sponsored Ads (VALE) | 0.1 | $205k | NEW | 17k | 12.19 |
|
| MercadoLibre (MELI) | 0.1 | $204k | 135.00 | 1511.96 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $203k | -3% | 9.6k | 21.15 |
|
| Goodyear Tire & Rubber Company (GT) | 0.1 | $157k | 12k | 13.73 |
|
|
| Smartrent Com Cl A (SMRT) | 0.0 | $93k | NEW | 35k | 2.68 |
|
| Denison Mines Corp (DNN) | 0.0 | $20k | NEW | 10k | 1.95 |
|
| Cue Biopharma (CUE) | 0.0 | $19k | 10k | 1.89 |
|
Past Filings by Legacy Capital Group California
SEC 13F filings are viewable for Legacy Capital Group California going back to 2023
- Legacy Capital Group California 2024 Q1 filed May 7, 2024
- Legacy Capital Group California 2023 Q4 filed Feb. 8, 2024
- Legacy Capital Group California 2023 Q3 filed Nov. 6, 2023
- Legacy Capital Group California 2023 Q2 filed Aug. 10, 2023
- Legacy Capital Group California 2023 Q1 filed May 11, 2023