Fund HoldingsLegacy Capital Group California, Inc.

Total Portfolio Value
$287.11M
Total Bought
$39.16M
Total Sold
$72.64M
Net Transaction
-$33.48M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PIMCO ETF TR
ENHNCD LW DUR AC
017,242+17,24201,6550.58%+1,655
PIMCO ETF TR
MULTISECTOR BD
0177,349+177,34904,6731.63%+4,673
BONDBLOXX ETF TRUST
BLOOMBERG ONE YR
37,80762,459+24,6521,8733,1051.08%+1,233
NEWMONT CORP(NEM)031,850+31,85001,5380.54%+1,538
MOODYS CORP(MCO)02,027+2,02709440.33%+944
ISHARES INC
MSCI SINGPOR ETF
037,480+37,48008910.31%+891
TE CONNECTIVITY PLC(TEL)06,051+6,05108550.30%+855
LPL FINL HLDGS INC(LPLA)02,539+2,53908310.29%+831
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
90,779112,532+21,7533,0953,8581.34%+763
EA SERIES TRUST
AST EQU KIN ETF
091,400+91,40002,6750.93%+2,675
CITIGROUP INC(C)025,786+25,78601,8310.64%+1,831
MOTOROLA SOLUTIONS INC(MSI)03,186+3,18601,3950.49%+1,395
BANK AMERICA CORP040,055+40,05501,6710.58%+1,671
HORMEL FOODS CORP(HRL)020,185+20,18506250.22%+625
LIBERTY BROADBAND CORP(LBRDA)07,223+7,22306140.21%+614
ASML HOLDING N V
N Y REGISTRY SHS
0919+91906090.21%+609
BJS WHSL CLUB HLDGS INC(BJ)05,318+5,31806070.21%+607
MERITAGE HOMES CORP(MTH)08,008+8,00805680.20%+568
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
03,098+3,09805370.19%+537
DISNEY WALT CO(DIS)16,28423,749+7,4651,8132,3440.82%+531
SPDR SER TR
ST STR BLO 1 ETF
62,19767,722+5,5255,6876,2122.16%+525
AMERICAN EAGLE OUTFITTERS IN044,709+44,70905200.18%+520
BRISTOL-MYERS SQUIBB CO(BMY)014,096+14,09608600.30%+860
XCEL ENERGY INC(XEL)06,299+6,29904460.16%+446
SCHWAB STRATEGIC TR016,660+16,66004350.15%+435
AUTOMATIC DATA PROCESSING IN01,419+1,41904340.15%+434
NOVO-NORDISK A S(NVO)014,280+14,28009920.35%+992
NRG ENERGY INC(NRG)07,163+7,16306840.24%+684
PALANTIR TECHNOLOGIES INC(PLTR)04,465+4,46503770.13%+377
GALLAGHER ARTHUR J & CO(AJG)01,072+1,07203700.13%+370
BERKSHIRE HATHAWAY INC DEL03,125+3,12501,6640.58%+1,664
ISHARES TR020,821+20,82101,0940.38%+1,094
CVS HEALTH CORP(CVS)015,101+15,10101,0230.36%+1,023
SPDR S&P 500 ETF TR(SPY)0600+60003360.12%+336
JOHNSON & JOHNSON(JNJ)013,805+13,80502,2890.80%+2,289
ALIBABA GROUP HLDG LTD(BABA)02,425+2,42503210.11%+321
SELECT SECTOR SPDR TR
ST STR CARE ETF
04,410+4,41006440.22%+644
AGNICO EAGLE MINES LTD(AEM)02,804+2,80403040.11%+304
SELECT SECTOR SPDR TR
ST STR STAPL ETF
03,691+3,69103010.10%+301
COMCAST CORP NEW(CCZ)08,048+8,04802970.10%+297
FIRST SOLAR INC(FSLR)02,151+2,15102720.09%+272
CRITEO S A(CRTO)07,548+7,54802670.09%+267
PHILIP MORRIS INTL INC(PM)01,665+1,66502640.09%+264
BUNGE GLOBAL SA(BG)03,458+3,45802640.09%+264
ARGENX SE(ARGX)0446+44602640.09%+264
ISHARES U S ETF TR
SHOR DURA BD ETF
05,063+5,06302580.09%+258
WALMART INC(WMT)20,29623,750+3,4541,8342,0850.73%+251
SELECT SECTOR SPDR TR
ST STR REAL ETF
44,86549,374+4,5091,8252,0660.72%+242
NOKIA CORP(NOK)045,853+45,85302420.08%+242
SELECT SECTOR SPDR TR
ST STR FINL ETF
14,02018,295+4,2756789110.32%+234
TRILOGY METALS INC NEW0149,442+149,44202320.08%+232
BRITISH AMERN TOB PLC(BTI)05,558+5,55802300.08%+230
AMERICAN TOWER CORP NEW(AMT)01,029+1,02902240.08%+224
TELEFONAKTIEBOLAGET LM ERICS(ERIC)028,777+28,77702230.08%+223
SELECT SECTOR SPDR TR
ST STR TECHN ETF
5,9317,757+1,8261,3791,6020.56%+222
SPDR GOLD TR(GLD)02,117+2,11706100.21%+610
ALAMOS GOLD INC NEW020,146+20,14605390.19%+539
QUALCOMM INC(QCOM)010,918+10,91801,6770.58%+1,677
SOHU COM LTD016,240+16,24002140.07%+214
SELECT SECTOR SPDR TR
ST STR SVC ETF
4,8857,071+2,1864736820.24%+209
CANADIAN NAT RES LTD(CNQ)06,672+6,67202050.07%+205
UNITED AIRLS HLDGS INC(UAL)02,925+2,92502020.07%+202
ISHARES INC24,91026,725+1,8157939910.35%+198
MEDTRONIC PLC(MDT)013,812+13,81201,2410.43%+1,241
ISHARES INC
MSCI ITALY ETF
023,987+23,98701,0150.35%+1,015
TRUIST FINL CORP(TFC)014,930+14,93006140.21%+614
T-MOBILE US INC(TMUS)03,774+3,77401,0070.35%+1,007
BANK NEW YORK MELLON CORP16,78317,271+4881,2891,4490.50%+159
AMGEN INC(AMGN)03,239+3,23901,0090.35%+1,009
ADOBE INC(ADBE)2,4663,255+7891,0971,2480.43%+152
UNILEVER PLC(UL)19,93221,326+1,3941,1301,2700.44%+140
ISHARES INC017,159+17,15909140.32%+914
ISHARES INC021,002+21,00208840.31%+884
MOLSON COORS BEVERAGE CO(TAP)013,756+13,75608370.29%+837
SELECT SECTOR SPDR TR
ST STR ENERG ETF
04,557+4,55704260.15%+426
CBOE GLOBAL MKTS INC(CBOE)4,1884,165-238189420.33%+124
HOWMET AEROSPACE INC(HWM)8,4818,092-3899281,0500.37%+122
ISHARES TR
MSCI UK ETF NEW
024,302+24,30209110.32%+911
ISHARES TR05,096+5,09604730.16%+473
ABBOTT LABS06,125+6,12508120.28%+812
GILEAD SCIENCES INC(GILD)05,967+5,96706690.23%+669
INTERNATIONAL BUSINESS MACHS(IBM)04,038+4,03801,0040.35%+1,004
PFIZER INC(PFE)024,939+24,93906320.22%+632
RTX CORPORATION(RTX)15,59314,414-1,1791,8041,9090.67%+105
AFLAC INC(AFL)09,738+9,73801,0830.38%+1,083
HF SINCLAIR CORP(DINO)028,015+28,01509210.32%+921
SELECT SECTOR SPDR TR
ST STR INDL ETF
03,806+3,80604990.17%+499
ARCHER DANIELS MIDLAND CO017,417+17,41708360.29%+836
DEERE & CO(DE)02,244+2,24401,0530.37%+1,053
ISHARES TR03,008+3,00803550.12%+355
ISHARES TR13,21413,676+4624024900.17%+88
VISA INC(V)01,628+1,62805710.20%+571
DEUTSCHE BANK A G
NAMEN AKT
011,758+11,75802800.10%+280
WASTE MGMT INC DEL(WM)02,959+2,95906850.24%+685
VERIZON COMMUNICATIONS INC(VZ)016,379+16,37907430.26%+743
INTERNATIONAL PAPER CO(IP)011,689+11,68906240.22%+624
CARDINAL HEALTH INC(CAH)03,983+3,98305490.19%+549
CINTAS CORP(CTAS)04,007+4,00708240.29%+824
GENERAL DYNAMICS CORP(GD)04,086+4,08601,1140.39%+1,114
STARBUCKS CORP(SBUX)05,560+5,56005450.19%+545
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