Fund HoldingsLegacy Capital Group California, Inc.

Total Portfolio Value
$277.35M
Total Bought
$38.82M
Total Sold
$43.48M
Net Transaction
-$4.65M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)0129,230+129,230027,2199.81%+27,219
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
0100,275+100,27504,2671.54%+4,267
ISHARES INC
MSCI EMRG CHN
032,683+32,68301,9350.70%+1,935
PIMCO ETF TR
MULTISECTOR BD
59,654127,528+67,8741,5373,2701.18%+1,733
HIMS & HERS HEALTH INC(HIMS)084,167+84,16701,6990.61%+1,699
DELL TECHNOLOGIES INC(DELL)08,453+8,45301,1660.42%+1,166
DUTCH BROS INC(BROS)024,053+24,05309960.36%+996
SWEETGREEN INC032,234+32,23409720.35%+972
QUANTA SVCS INC7994,596+3,7972081,1680.42%+960
JOHNSON & JOHNSON(JNJ)013,270+13,27001,9400.70%+1,940
NVIDIA CORPORATION(NVDA)2,96028,618+25,6582,6753,5351.27%+861
COSTCO WHSL CORP NEW(COST)02,226+2,22601,8920.68%+1,892
SPDR SER TR
ST STR BLO 1 ETF
053,231+53,23104,8861.76%+4,886
MONDELEZ INTL INC(MDLZ)010,505+10,50506870.25%+687
BONDBLOXX ETF TRUST
BLOOMBERG SEVEN
32,34346,731+14,3881,5352,1960.79%+661
CBOE GLOBAL MKTS INC(CBOE)03,486+3,48605930.21%+593
SALESFORCE INC(CRM)02,224+2,22405720.21%+572
ABERCROMBIE & FITCH CO12,42311,897-5261,5572,1160.76%+559
META PLATFORMS INC(META)4,2695,177+9082,0732,6100.94%+537
UNITED RENTALS INC(URI)0828+82805350.19%+535
FIFTH THIRD BANCORP(FITB)023,985+23,98508750.32%+875
PNC FINL SVCS GROUP INC(PNC)05,291+5,29108230.30%+823
SHERWIN WILLIAMS CO(SHW)01,689+1,68905040.18%+504
INVESCO INDIA EXCHANGE-TRADE
INDIA ETF
014,749+14,74904310.16%+431
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
06,407+6,40704070.15%+407
CAVA GROUP INC(CAVA)20,01719,166-8511,4021,7780.64%+375
TWIST BIOSCIENCE CORP(TWST)28,22127,018-1,2039681,3310.48%+363
SELECT SECTOR SPDR TR
ST STR SVC ETF
04,099+4,09903510.13%+351
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,7453,149+1,4043647130.26%+349
SELECT SECTOR SPDR TR
ST STR FINL ETF
08,444+8,44403470.13%+347
LUMENTUM HLDGS INC(LITE)06,798+6,79803460.12%+346
FIDELITY COVINGTON TRUST04,628+4,62802950.11%+295
ENOVIX CORPORATION(ENVX)019,024+19,02402940.11%+294
MICROSOFT CORP(MSFT)11,84211,790-524,9825,2701.90%+287
SPDR SER TR
ST STR P500GRW
03,575+3,57502860.10%+286
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
04,153+4,15302840.10%+284
INVESCO EXCHANGE TRADED FD T
S&P MIDCAP 400
02,450+2,45002800.10%+280
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
02,726+2,72602800.10%+280
CAMECO CORP(CCJ)011,663+11,66305740.21%+574
ISHARES TR05,815+5,81505380.19%+538
NETEASE INC(NTES)02,796+2,79602670.10%+267
INTEL CORP(INTC)028,316+28,31608770.32%+877
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
02,690+2,69002610.09%+261
SPOTIFY TECHNOLOGY S A(SPOT)7,8287,408-4202,0662,3250.84%+259
VIRTU FINL INC(VIRT)011,156+11,15602500.09%+250
INNOVATOR ETFS TRUST
US EQTY PWR BUF
06,388+6,38802450.09%+245
VANGUARD ADMIRAL FDS INC0724+72402410.09%+241
ISHARES TR04,962+4,96202380.09%+238
CROWDSTRIKE HLDGS INC(CRWD)7,4316,829-6022,3822,6170.94%+235
ETFIS SER TR I
VIRTUS REAVES UT
04,424+4,42402290.08%+229
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,543+1,54302250.08%+225
RELX PLC(RELX)04,788+4,78802200.08%+220
PROCTER AND GAMBLE CO(PG)01,325+1,32502190.08%+219
DECKERS OUTDOOR CORP(DECK)0222+22202150.08%+215
GLOBUS MED INC(GMED)03,013+3,01302060.07%+206
ELI LILLY & CO(LLY)1,8921,853-391,4721,6780.60%+206
GENERAL MTRS CO(GM)04,417+4,41702050.07%+205
MODERNA INC(MRNA)01,719+1,71902040.07%+204
DR REDDYS LABS LTD(RDY)02,672+2,67202040.07%+204
CIMPRESS PLC(CMPR)02,311+2,31102020.07%+202
SPDR S&P 500 ETF TR(SPY)01,065+1,06505800.21%+580
UNILEVER PLC(UL)11,58314,087+2,5045817750.28%+193
CONSTELLIUM SE(CSTM)010,219+10,21901930.07%+193
WALMART INC(WMT)20,58021,029+4491,2381,4240.51%+186
ORACLE CORP(ORCL)6,8297,363+5348581,0400.37%+182
CORNING INC(GLW)028,863+28,86301,1210.40%+1,121
C H ROBINSON WORLDWIDE INC(CHRW)04,706+4,70604150.15%+415
ALPHABET INC(GOOG)08,962+8,96201,6440.59%+1,644
BIOGEN INC(BIIB)01,636+1,63603790.14%+379
LAM RESEARCH CORP(LRCX)01,530+1,53001,6290.59%+1,629
APPLIED MATLS INC5,4875,430-571,1321,2810.46%+150
TAIWAN SEMICONDUCTOR MFG LTD(TSM)04,041+4,04107020.25%+702
PINTEREST INC(PINS)015,534+15,53406850.25%+685
HEWLETT PACKARD ENTERPRISE C(HPE)037,637+37,63707970.29%+797
NEXGEN ENERGY LTD(NXE)017,961+17,96101250.05%+125
NOVO-NORDISK A S(NVO)15,27814,609-6691,9622,0850.75%+124
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
010,620+10,62001,0970.40%+1,097
KENNEDY-WILSON HOLDINGS INC011,588+11,58801130.04%+113
AMAZON COM INC(AMZN)10,61710,483-1341,9152,0260.73%+111
GEN DIGITAL INC(GEN)37,02137,432+4118299350.34%+106
KONINKLIJKE PHILIPS N V(PHG)016,446+16,44604140.15%+414
AMGEN INC(AMGN)03,057+3,05709550.34%+955
NETAPP INC(NTAP)03,840+3,84004950.18%+495
CVS HEALTH CORP(CVS)015,708+15,70809280.33%+928
DIGITAL RLTY TR INC(DLR)8,5548,614+601,2321,3100.47%+78
SMARTRENT INC070,750+70,75001690.06%+169
RTX CORPORATION(RTX)6,3276,905+5786176930.25%+76
SPDR SER TR
ST STR P500ETF
068,276+68,27604,3701.58%+4,370
NEWMONT CORP(NEM)11,24111,367+1264034760.17%+73
BRISTOL-MYERS SQUIBB CO(BMY)3,8116,733+2,9222072800.10%+73
AIR PRODS & CHEMS INC03,984+3,98401,0280.37%+1,028
CLARUS CORP NEW010,760+10,7600720.03%+72
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
8,5028,235-2671,5531,6230.59%+70
ISHARES TR
MSCI POLAND ETF
33,17034,618+1,4487828490.31%+67
FAIR ISAAC CORP(FICO)0266+26603960.14%+396
HOME DEPOT INC(HD)01,075+1,07503700.13%+370
TYSON FOODS INC(TSN)05,578+5,57803190.11%+319
FERROGLOBE PLC011,125+11,1250600.02%+60
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
1,9542,486+5322242830.10%+59
ISHARES TR
MSCI DENMARK ETF
06,565+6,56508260.30%+826
Page 1 of 1