Legacy Capital Group California, Inc. Portfolio Holdings

Legacy Capital Group California, Inc.

  • $301 Billion
  • Q3 2024

Legacy Capital Group California, Inc. has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $301 Billion distributed in 312 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30B, Jp Morgan ETF Tr Ultra Short I with a value of $19.6B, Microsoft Corp with a value of $5.79B, Spdr Bloomberg 1 3 Month T Bil with a value of $5.29B, and Spdr Bloomberg Investment Grad with a value of $4.9B.

Examining the 13F form we can see an increase of $23.3B in the current position value, from $277B to 301B.

Legacy Capital Group California, Inc. is based out at Los Gatos, CA

Below you can find more details about Legacy Capital Group California, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $301 Billion
ETFs: $74.4 Billion
Technology: $64.3 Billion
Financial Services: $32.7 Billion
Healthcare: $21.7 Billion
Industrials: $19.1 Billion
Consumer Cyclical: $17.8 Billion
Communication Services: $15.7 Billion
Consumer Defensive: $12.1 Billion
Other: $19 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$211B
$215 Million 0.07% of portfolio
1,263
Q3 2024 New
$7.2B
$211 Million 0.07% of portfolio
10,572
Q3 2024 New
$0
$219 Million 0.07% of portfolio
4,078
Q3 2024 New
$34.5B
$195 Million 0.06% of portfolio
11,288
Q3 2024 New
$1.38B
$191 Million 0.06% of portfolio
17,260
Q3 2024 Added 48.95%
$1.29B
$153 Million 0.05% of portfolio
11,268
Q3 2024 Reduced 5.79%
$41.4B
$151 Million 0.05% of portfolio
10,769
Q3 2024 Reduced 0.07%
$1.55B
$62.9 Million 0.02% of portfolio
34,372
Q3 2024 Added 47.48%
$170M
$64.3 Million 0.02% of portfolio
14,281
Q3 2024 Added 32.72%
$682M
$58.9 Million 0.02% of portfolio
14,307
Q3 2024 New
Lithium Americas Argentina C
-
$36 Million 0.01% of portfolio
-
Q3 2024 New
$35.7M
$7.57 Million 0.0% of portfolio
10,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 312
  • Current Value $301 Billion
  • Prior Value $277 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 54 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 155 stocks
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