Fund HoldingsLegacy Bridge, LLC

Total Portfolio Value
$185.70M
Total Bought
$17.59M
Total Sold
$9.91M
Net Transaction
+$7.67M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
PRINCIPAL EXCHANGE TRADED FD
SPECTRUM PFD
0132,430+132,43002,4911.34%+2,491
GE VERNOVA INC(GEV)06,206+6,20601,5820.85%+1,582
NASDAQ INC(NDAQ)017,645+17,64501,2880.69%+1,288
NATIONAL FUEL GAS CO(NFG)017,595+17,59501,0660.57%+1,066
BANK NEW YORK MELLON CORP1,97516,393+14,4181181,1780.63%+1,060
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
011,330+11,33001,0120.55%+1,012
SERVICENOW INC(NOW)01,050+1,05009390.51%+939
KRANESHARES TRUST024,065+24,06508190.44%+819
PALANTIR TECHNOLOGIES INC(PLTR)56,51056,880+3701,4312,1161.14%+685
NEXTRACKER INC15315,875+15,72275950.32%+588
BROADCOM INC(AVGO)2,89729,735+26,8384,6515,1292.76%+478
STERLING INFRASTRUCTURE INC(STRL)17,68717,716+292,0932,5691.38%+476
WALMART INC(WMT)34,15334,182+292,3132,7601.49%+448
CATERPILLAR INC(CAT)07,148+7,14802,7961.51%+2,796
LOWES COS INC(LOW)08,330+8,33002,2561.21%+2,256
BERKSHIRE HATHAWAY INC DEL06,956+6,95603,2021.72%+3,202
ARISTA NETWORKS INC9,0919,231+1403,1863,5431.91%+357
HOME DEPOT INC(HD)05,332+5,33202,1611.16%+2,161
PARKER-HANNIFIN CORP(PH)03,219+3,21902,0341.10%+2,034
VERTIV HOLDINGS CO(VRT)22,45822,45801,9442,2341.20%+290
AMENTUM HOLDINGS INC08,219+8,21902650.14%+265
JOHNSON CTLS INTL PLC
SHS
23,67223,67201,5731,8370.99%+264
EQUINIX INC(EQIX)01,829+1,82901,6230.87%+1,623
BLACKROCK INC(BLK)01,551+1,55101,4730.79%+1,473
AXON ENTERPRISE INC(AXON)02,320+2,32009270.50%+927
GE HEALTHCARE TECHNOLOGIES I(GEHC)016,210+16,21001,5210.82%+1,521
UNITEDHEALTH GROUP INC(UNH)2,9622,968+61,5081,7350.93%+227
T-MOBILE US INC(TMUS)06,930+6,93001,4300.77%+1,430
APPLE INC(AAPL)8,9168,934+181,8782,0821.12%+204
INSIGHT ENTERPRISES INC(NSIT)11,08611,08602,1992,3881.29%+189
INTUITIVE SURGICAL INC3,9353,930-51,7501,9311.04%+180
DEERE & CO(DE)04,086+4,08601,7050.92%+1,705
EATON CORP PLC(ETN)9,2489,238-102,9003,0621.65%+162
FIRST SOLAR INC(FSLR)6,5776,592+151,4831,6440.89%+161
NEXTERA ENERGY INC(NEE)11,92511,885-408441,0050.54%+160
DANAHER CORPORATION(DHR)05,593+5,59301,5550.84%+1,555
ISHARES TR08,525+8,52501,8831.01%+1,883
WEST BANCORPORATION INC0292,576+292,57605,5623.00%+5,562
CARETRUST REIT INC(CTRE)24,24724,417+1706097540.41%+145
RPM INTL INC(RPM)010,848+10,84801,3130.71%+1,313
WILLIAMS SONOMA INC(WSM)010,396+10,39601,6110.87%+1,611
BLOCK H & R INC15,27715,27708289710.52%+142
ISHARES TR09,730+9,73001,6230.87%+1,623
THERMO FISHER SCIENTIFIC INC(TMO)02,137+2,13701,3220.71%+1,322
VANGUARD TAX-MANAGED FDS032,971+32,97101,7410.94%+1,741
TRACTOR SUPPLY CO(TSCO)6,6136,578-351,7861,9141.03%+128
ISHARES TR05,965+5,96501,6940.91%+1,694
ISHARES TR010,781+10,78101,4260.77%+1,426
MCDONALDS CORP(MCD)02,428+2,42807390.40%+739
SPDR SER TR
ST STR SP BIOT
19,12119,129+81,7731,8901.02%+117
COSTCO WHSL CORP NEW(COST)2,6472,659+122,2502,3571.27%+107
ISHARES TR018,039+18,03901,5900.86%+1,590
ISHARES INC
CORE MSCI EMKT
18,74119,151+4101,0031,0990.59%+96
ILLINOIS TOOL WKS INC(ITW)04,371+4,37101,1460.62%+1,146
BOSTON SCIENTIFIC CORP(BSX)14,02314,02301,0801,1750.63%+95
ACCENTURE PLC IRELAND
SHS CLASS A
01,873+1,87306620.36%+662
LOCKHEED MARTIN CORP(LMT)723738+153384310.23%+94
VANGUARD STAR FDS021,008+21,00801,3600.73%+1,360
DIGITAL RLTY TR INC(DLR)9,1129,122+101,3851,4760.79%+91
HEWLETT PACKARD ENTERPRISE C(HPE)60,82566,930+6,1051,2881,3690.74%+82
SCHWAB STRATEGIC TR014,940+14,94001,2410.67%+1,241
CARRIER GLOBAL CORPORATION(CARR)4,3634,36302753510.19%+76
LEARN CW INVESTMENT COR07,500+7,5000750.04%+75
JPMORGAN CHASE & CO.(JPM)8,5408,535-51,7271,8000.97%+72
MORGAN STANLEY(MS)9,6589,65809391,0070.54%+68
VANGUARD INTL EQUITY INDEX F16,20216,20207097750.42%+66
WORKDAY INC(WDAY)03,029+3,02907400.40%+740
UNION PAC CORP(UNP)03,035+3,03507480.40%+748
STRYKER CORPORATION(SYK)02,916+2,91601,0530.57%+1,053
META PLATFORMS INC(META)89189104495100.27%+61
RIO TINTO PLC(RIO)11,03011,03007277850.42%+58
BLACKSTONE INC(BX)01,955+1,95502990.16%+299
MONSTER BEVERAGE CORP NEW(MNST)024,344+24,34401,2700.68%+1,270
VANGUARD INDEX FDS1,1521,192+405766290.34%+53
WORKIVA INC(WK)08,454+8,45406690.36%+669
SCHWAB STRATEGIC TR014,665+14,66506030.32%+603
ISHARES TR015,970+15,97001,3360.72%+1,336
GOLDMAN SACHS GROUP INC(GS)1,1901,19005385890.32%+51
NU HLDGS LTD(NU)65,77565,800+258488980.48%+50
SCHWAB STRATEGIC TR012,080+12,08006220.34%+622
CME GROUP INC(CME)02,019+2,01904450.24%+445
ISHARES TR06,809+6,80907990.43%+799
FREEPORT-MCMORAN INC(FCX)29,91730,007+901,4541,4980.81%+44
TJX COS INC NEW(TJX)5,4005,423+235956370.34%+43
NVIDIA CORPORATION(NVDA)52,87054,130+1,2606,5326,5743.54%+42
MONDELEZ INTL INC(MDLZ)011,555+11,55508510.46%+851
ISHARES TR05,920+5,92003690.20%+369
ISHARES TR
MSCI INDIA ETF
15,31315,275-388548940.48%+40
COCA COLA CO(KO)04,255+4,25503060.16%+306
CROWDSTRIKE HLDGS INC(CRWD)0140+1400390.02%+39
CANADIAN PACIFIC KANSAS CITY(CP)04,970+4,97004250.23%+425
VANGUARD INDEX FDS01,925+1,92503230.17%+323
INVESCO EXCH TRADED FD TR II
WATER RES ETF
0500+5000310.02%+31
EXXON MOBIL CORP12,98013,005+251,4941,5240.82%+30
ABBOTT LABS02,951+2,95103360.18%+336
MASTERCARD INCORPORATED(MA)0545+54502690.14%+269
ORACLE CORP(ORCL)430523+9361890.05%+28
SOUTHERN CO(SO)2,1512,15101671940.10%+27
VANGUARD INDEX FDS01,458+1,45802930.16%+293
AMERICAN EXPRESS CO(AXP)64064001481740.09%+25
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