Fund HoldingsLegacy Bridge, LLC

Total Portfolio Value
$179.22M
Total Bought
$18.24M
Total Sold
$13.72M
Net Transaction
+$4.52M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VERTEX PHARMACEUTICALS INC(VRTX)02,332+2,33201,1310.63%+1,131
VISTRA CORP(VST)1007,875+7,775149250.52%+911
BERKSHIRE HATHAWAY INC DEL07,256+7,25603,8642.16%+3,864
SNOWFLAKE INC(SNOW)1064,745+4,639166940.39%+677
PALANTIR TECHNOLOGIES INC(PLTR)56,98058,582+1,6024,3094,9442.76%+635
TEMPUS AI INC(TEM)012,060+12,06005820.32%+582
META PLATFORMS INC(META)8911,734+8435229990.56%+478
AXON ENTERPRISE INC(AXON)2,3253,414+1,0891,3821,7961.00%+414
NATIONAL FUEL GAS CO(NFG)17,66017,667+71,0721,3990.78%+327
T-MOBILE US INC(TMUS)6,9306,93001,5301,8481.03%+319
VANGUARD STAR FDS025,058+25,05801,5560.87%+1,556
ELI LILLY & CO(LLY)03,463+3,46302,8601.60%+2,860
ISHARES TR010,422+10,42206080.34%+608
CHEVRON CORP NEW(CVX)08,858+8,85801,4820.83%+1,482
DEERE & CO(DE)04,066+4,06601,9081.06%+1,908
JPMORGAN CHASE & CO.(JPM)8,5359,115+5802,0462,2361.25%+190
EXXON MOBIL CORP013,355+13,35501,5880.89%+1,588
ISHARES INC
CORE MSCI EMKT
021,833+21,83301,1780.66%+1,178
BOSTON SCIENTIFIC CORP(BSX)14,02314,02301,2531,4150.79%+162
BANK NEW YORK MELLON CORP16,32816,788+4601,2541,4080.79%+154
MONDELEZ INTL INC(MDLZ)012,008+12,00808150.45%+815
VANGUARD INDEX FDS0972+97202510.14%+251
KRANESHARES TRUST023,620+23,62008250.46%+825
ISHARES TR6,0057,206+1,2011,7281,8411.03%+113
CME GROUP INC(CME)2,0192,159+1404695730.32%+104
ISHARES TR016,033+16,03301,3100.73%+1,310
VANGUARD INTL EQUITY INDEX F017,932+17,93208120.45%+812
CARETRUST REIT INC(CTRE)026,527+26,52707580.42%+758
VANGUARD TAX-MANAGED FDS032,820+32,82001,6680.93%+1,668
VALERO ENERGY CORP(VLO)09,442+9,44201,2470.70%+1,247
WALMART INC(WMT)34,21236,222+2,0103,0913,1801.77%+89
COSTCO WHSL CORP NEW(COST)2,6592,663+42,4362,5191.41%+82
PRINCIPAL EXCHANGE TRADED FD
SPECTRUM PFD
0136,465+136,46502,5521.42%+2,552
TRACTOR SUPPLY CO(TSCO)032,890+32,89001,8121.01%+1,812
UNION PAC CORP(UNP)03,190+3,19007540.42%+754
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
01,450+1,4500590.03%+59
ABBOTT LABS02,951+2,95103910.22%+391
RIO TINTO PLC(RIO)011,505+11,50506910.39%+691
GE HEALTHCARE TECHNOLOGIES I(GEHC)015,845+15,84501,2790.71%+1,279
CROWDSTRIKE HLDGS INC(CRWD)140270+13048950.05%+47
TOTALENERGIES SE(TTE)0799+7990520.03%+52
ETFS GOLD TR(SGOL)08,272+8,27202470.14%+247
NEXTRACKER INC013,900+13,90005860.33%+586
SCHWAB STRATEGIC TR029,376+29,37605810.32%+581
CVS HEALTH CORP(CVS)01,675+1,67501130.06%+113
STRYKER CORPORATION(SYK)02,916+2,91601,0850.61%+1,085
SPDR S&P 500 ETF TR(SPY)665759+943904250.24%+35
CAMBRIA ETF TR08,411+8,41102080.12%+208
BLOCK H & R INC015,265+15,26508380.47%+838
MICRON TECHNOLOGY INC(MU)0610+6100530.03%+53
JOHNSON CTLS INTL PLC
SHS
23,67223,674+21,8681,8971.06%+28
INVESCO QQQ TR164229+65841070.06%+24
OKLO INC(OKLO)36,05536,465+4107657890.44%+23
FREEPORT-MCMORAN INC(FCX)030,787+30,78701,1660.65%+1,166
NU HLDGS LTD(NU)068,790+68,79007040.39%+704
MANULIFE FINL CORP(MFC)02,460+2,4600770.04%+77
ISHARES TR
IBONDS 27 ETF
0837+8370200.01%+20
SOUTHERN CO(SO)02,095+2,09501930.11%+193
ISHARES INC
MSCI JAPAN ETF
0700+7000480.03%+48
ISHARES TR
MSCI UK ETF NEW
04,000+4,00001500.08%+150
THERMO FISHER SCIENTIFIC INC(TMO)02,250+2,25001,1200.62%+1,120
MASTERCARD INCORPORATED(MA)54554502872990.17%+12
INTERCONTINENTAL EXCHANGE IN(ICE)0470+4700810.05%+81
PROCTER AND GAMBLE CO(PG)04,701+4,70108010.45%+801
NASDAQ INC(NDAQ)17,58518,060+4751,3591,3700.76%+11
WELLS FARGO CO NEW(WFC)6,2296,22904384470.25%+10
ISHARES TR
CORE MSCI TOTAL
02,456+2,45601710.10%+171
ISHARES TR
IBONDS DEC2026
1,3111,646+33532400.02%+8
MERCADOLIBRE INC(MELI)025+250490.03%+49
VANGUARD INDEX FDS056+560100.01%+10
VANGUARD INDEX FDS0286+2860260.01%+26
ISHARES TR01,871+1,87101960.11%+196
ECOLAB INC(ECL)0376+3760950.05%+95
NETFLIX INC(NFLX)17417401551620.09%+7
ASTERA LABS INC(ALAB)0110+110070.00%+7
CASEYS GEN STORES INC(CASY)171171068740.04%+6
CENCORA INC0111+1110310.02%+31
ALIBABA GROUP HLDG LTD(BABA)0107+1070140.01%+14
ISHARES GOLD TR(IAU)0579+5790340.02%+34
TJX COS INC NEW(TJX)5,4235,42306556610.37%+5
VANGUARD INTL EQUITY INDEX F01,552+1,5520940.05%+94
PROGRESSIVE CORP(PGR)0111+1110310.02%+31
NOVARTIS AG(NVS)0292+2920330.02%+33
PRINCIPAL FINANCIAL GROUP IN(PFG)0570+5700480.03%+48
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
050+50040.00%+4
VANGUARD MALVERN FDS02,588+2,58801290.07%+129
TEXAS PACIFIC LAND CORPORATI(TPL)1717019230.01%+4
SUNCOR ENERGY INC NEW(SU)01,199+1,1990460.03%+46
ISHARES TR205266+6112150.01%+4
ISHARES TR01,298+1,2980310.02%+31
ISHARES TR0525+5250310.02%+31
TESLA INC(TSLA)012+12030.00%+3
ISHARES TR
0-5 YR TIPS ETF
01,030+1,03001070.06%+107
FLEXSHARES TR
MORNSTAR UPSTR
01,182+1,1820460.03%+46
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
02,110+2,11001740.10%+174
WISDOMTREE TR(WT)01,600+1,6000670.04%+67
NEWMONT CORP(NEM)0225+2250110.01%+11
ISHARES TR025+25050.00%+5
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
05,210+5,21001550.09%+155
SELECT SECTOR SPDR TR
ST STR FINL ETF
1,4851,485072740.04%+2
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