Legacy Bridge, LLC Incresed Positions in Q4 2024

Legacy Bridge, LLC

  • $175 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
100
+ 0.18%
$36.46 - $82.38 $3.65K - $8.24K
57K $4.31M
NVDA
Nvidia Corp

Technology
250
+ 0.46%
$117.0 - $148.88 $29.3K - $37.2K
54.4K $7.3M
AMZN
Amazon Com Inc

Consumer Cyclical
10
+ 0.06%
$180.88 - $232.93 $1.81K - $2.33K
16.9K $3.7M
AVAV
Aero Vironment Inc

Industrials
3.66K
+ 3693.94%
$153.72 - $235.17 $562K - $860K
3.76K $578K
ACN
Accenture PLC

Technology
1.49K
+ 79.28%
$343.9 - $376.86 $511K - $560K
3.36K $1.18M
AXON
Axon Enterprise, Inc.

Industrials
5
+ 0.22%
$399.22 - $689.78 $2K - $3.45K
2.33K $1.38M
WMT
Walmart Inc.

Consumer Defensive
30
+ 0.09%
$79.1 - $95.7 $2.37K - $2.87K
34.2K $3.09M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
11
+ 0.1%
$172.07 - $207.36 $1.89K - $2.28K
11.1K $2.18M
PANW
Palo Alto Networks Inc

Technology
6.07K
+ 100.2%
$181.96 - $405.9 $1.1M - $2.46M
12.1K $2.21M
HPE
Hewlett Packard Enterprise CO

Technology
100
+ 0.15%
$19.31 - $23.95 $1.93K - $2.4K
67K $1.43M
COP
Conocophillips

Energy
654
+ 12.64%
$95.12 - $114.72 $62.2K - $75K
5.83K $578K
QQQ
Invesco Qqq Trust, Series 1

ETFs
44
+ 36.67%
$481.22 - $538.17 $21.2K - $23.7K
164 $83K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
815
+ 164.31%
N/A
1.31K $31K
IJK
Ishares S&P Midcap 400 Growth

ETFs
205
+ 13.47%
$90.66 - $99.46 $18.6K - $20.4K
1.73K $157K
VRT
Vertiv Holdings CO

Industrials
200
+ 0.89%
N/A
22.7K $1.96M
SNOW
Snowflake Inc.

Technology
35
+ 49.3%
$109.65 - $186.51 $3.84K - $6.53K
106 $16K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
300
+ 11.51%
$25.0 - $25.11 $7.5K - $7.53K
2.91K $72K
DDOG
Datadog, Inc.

Technology
20
+ 21.74%
$113.98 - $168.65 $2.28K - $3.37K
112 $16K
NFG
National Fuel Gas CO

Energy
65
+ 0.37%
$58.89 - $64.23 $3.83K - $4.17K
17.7K $1.07M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.37K
+ 200.07%
$22.4 - $68.28 $120K - $367K
8.06K $186K
USRT
Ishares Core U.S. Reit ETF

ETFs
75
+ 57.69%
$55.97 - $62.75 $4.2K - $4.71K
205 $11K
IWM
Ishares Russell 2000 ETF

ETFs
15
+ 0.18%
$216.13 - $242.4 $3.24K - $3.64K
8.54K $1.89M
SCHA
Schwab Strategic Tr Us Small C

ETFs
12.1K
+ 100.0%
$25.33 - $51.16 $306K - $618K
24.2K $624K
MDB
Mongo Db, Inc.

Technology
10
+ 27.03%
$232.81 - $350.13 $2.33K - $3.5K
47 $10K
MU
Micron Technology Inc

Technology
50
+ 21.74%
$84.16 - $113.41 $4.21K - $5.67K
280 $23K
Ge Vernova Inc
4.78K
+ 76.96%
N/A
11K $0
IEMG
Ishares Inc

ETFs
1
+ 0.01%
N/A
19.2K $1.03M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
200
+ 200.0%
$26.93 - $84.95 $5.39K - $17K
300 $8K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
29.9K
+ 200.0%
$27.54 - $83.04 $823K - $2.48M
44.8K $1.24M
SCHO
Schwab Short Term Us Treasury

ETFs
2.3K
+ 100.0%
$24.06 - $48.88 $55.3K - $112K
4.6K $110K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
765
+ 100.0%
$22.63 - $47.53 $17.3K - $36.4K
1.53K $34K
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 4.35%
$1666.0 - $2117.3 $1.67K - $2.12K
24 $40K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1
+ 0.01%
$51.54 - $52.55 $51.5 - $52.6
10.7K $550K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
350
+ 0.26%
$18.59 - $18.8 $6.51K - $6.58K
133K $2.47M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1
+ 0.01%
$57.53 - $60.83 $57.5 - $60.8
17.5K $1.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20
+ 0.29%
$442.29 - $483.08 $8.85K - $9.66K
6.98K $3.16M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.7K
+ 100.0%
$18.41 - $40.87 $270K - $599K
29.3K $542K
KWEB
Kraneshares Tr Csi China Inter

ETFs
170
+ 0.71%
$29.11 - $38.87 $4.95K - $6.61K
24.2K $708K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1
+ 0.01%
$75.1 - $82.99 $75.1 - $83
16K $1.21M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
25
+ 0.13%
$89.81 - $104.0 $2.25K - $2.6K
19.2K $1.73M
TSCO
Tractor Supply CO

Consumer Cyclical
26.3K
+ 400.0%
$52.59 - $303.74 $1.38M - $7.99M
32.9K $1.75M
Activity Summary
Buys All Purchases 58 New Holdings 16 Increased Positions 42 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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