Legacy Bridge, LLC Incresed Positions in Q1 2025

Legacy Bridge, LLC

  • $165 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.12K
+ 1005.21%
$402.49 - $513.76 $854K - $1.09M
2.33K $1.13M
VST
Vistra Corp.

Utilities
7.78K
+ 7775.0%
$108.49 - $191.89 $844K - $1.49M
7.88K $924K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
280
+ 4.01%
$442.66 - $534.52 $124K - $150K
7.26K $3.86M
SNOW
Snowflake Inc.

Technology
4.64K
+ 4376.42%
$146.16 - $192.78 $678K - $894K
4.75K $693K
PLTR
Palantir Technologies Inc.

Technology
1.6K
+ 2.81%
$64.98 - $124.62 $104K - $200K
58.6K $4.94M
META
Meta Platforms, Inc.

Communication Services
843
+ 94.61%
$576.36 - $736.67 $486K - $621K
1.73K $999K
AXON
Axon Enterprise, Inc.

Industrials
1.09K
+ 46.84%
$496.65 - $710.01 $541K - $773K
3.41K $1.8M
NFG
National Fuel Gas CO

Energy
7
+ 0.04%
$60.71 - $79.19 $425 - $554
17.7K $1.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.05K
+ 19.28%
$58.01 - $64.46 $235K - $261K
25.1K $1.56M
LLY
Eli Lilly & CO

Healthcare
75
+ 2.21%
$725.72 - $929.72 $54.4K - $69.7K
3.46K $2.86M
CVX
Chevron Corp

Energy
200
+ 2.31%
$146.71 - $167.97 $29.3K - $33.6K
8.86K $1.48M
DE
Deere & CO

Industrials
70
+ 1.75%
$408.57 - $509.27 $28.6K - $35.6K
4.07K $1.91M
JPM
Jpmorgan Chase & CO

Financial Services
580
+ 6.8%
$225.19 - $279.95 $131K - $162K
9.12K $2.24M
XOM
Exxon Mobil Corp

Energy
350
+ 2.69%
$105.44 - $118.93 $36.9K - $41.6K
13.4K $1.59M
BK
Bank Of New York Mellon Corp

Financial Services
460
+ 2.82%
$75.42 - $88.95 $34.7K - $40.9K
16.8K $1.41M
IEMG
Ishares Inc

ETFs
2.68K
+ 14.0%
N/A
21.8K $1.17M
MDLZ
Mondelez International, Inc.

Consumer Defensive
453
+ 3.92%
$56.12 - $68.15 $25.4K - $30.9K
12K $814K
VO
Vanguard Mid Cap ETF

ETFs
485
+ 99.59%
$251.87 - $277.95 $122K - $135K
972 $251K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.2K
+ 20.0%
$254.58 - $302.92 $306K - $364K
7.21K $1.84M
CME
Cme Group Inc.

Financial Services
140
+ 6.93%
$225.82 - $266.54 $31.6K - $37.3K
2.16K $572K
EFA
Ishares Tr Msci Eafe ETF

ETFs
62
+ 0.39%
$74.85 - $84.89 $4.64K - $5.26K
16K $1.31M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.73K
+ 10.68%
$42.5 - $46.71 $73.5K - $80.8K
17.9K $811K
CTRE
Care Trust Reit, Inc.

Real Estate
2.11K
+ 8.64%
$24.93 - $29.13 $52.6K - $61.5K
26.5K $758K
VLO
Valero Energy Corp

Energy
10
+ 0.11%
$121.76 - $142.99 $1.22K - $1.43K
9.44K $1.25M
WMT
Walmart Inc.

Consumer Defensive
2.01K
+ 5.88%
$84.5 - $105.05 $170K - $211K
36.2K $3.18M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.15%
$890.62 - $1076.86 $3.56K - $4.31K
2.66K $2.52M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
3.69K
+ 2.78%
$18.55 - $18.81 $68.4K - $69.3K
136K $2.55M
VRT
Vertiv Holdings CO

Industrials
915
+ 4.04%
N/A
23.6K $2.04M
UNP
Union Pacific Corp

Industrials
155
+ 5.11%
$225.21 - $254.42 $34.9K - $39.4K
3.19K $753K
RIO
Rio Tinto PLC

Basic Materials
675
+ 6.23%
$58.19 - $64.29 $39.3K - $43.4K
11.5K $691K
CRWD
Crowd Strike Holdings, Inc.

Technology
130
+ 92.86%
$308.86 - $455.36 $40.2K - $59.2K
270 $95K
TTE
Total Energies Se

Energy
700
+ 707.07%
N/A
799 $54K
SGOL
Abrdn Gold ETF Trust

ETFs
272
+ 3.4%
$25.14 - $29.82 $6.84K - $8.11K
8.27K $246K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
46
+ 0.16%
$18.36 - $20.51 $845 - $943
29.4K $581K
SPY
Spdr S&P 500 ETF Trust

ETFs
94
+ 14.14%
$551.42 - $612.93 $51.8K - $57.6K
759 $424K
MU
Micron Technology Inc

Technology
330
+ 117.86%
$86.89 - $109.38 $28.7K - $36.1K
610 $53K
JCI
Johnson Controls International PLC

Industrials
2
+ 0.01%
$76.12 - $90.6 $152 - $181
23.7K $1.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
65
+ 39.63%
$468.34 - $539.52 $30.4K - $35.1K
229 $107K
FCX
Freeport Mcmoran Inc

Basic Materials
780
+ 2.6%
$34.5 - $43.01 $26.9K - $33.5K
30.8K $1.17M
NU
Nu Holdings Ltd.

Financial Services
2.99K
+ 4.54%
$10.12 - $13.95 $30.3K - $41.7K
68.8K $704K
MFC
Manulife Financial Corp

Financial Services
600
+ 32.26%
$28.41 - $31.82 $17K - $19.1K
2.46K $76K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
655
+ 359.89%
$23.9 - $24.18 $15.7K - $15.8K
837 $20K
EWJ
Ishares Msci Japan ETF

ETFs
200
+ 40.0%
$65.24 - $71.7 $13K - $14.3K
700 $47K
TMO
Thermo Fisher Scientific Inc.

Healthcare
121
+ 5.68%
$497.6 - $606.74 $60.2K - $73.4K
2.25K $1.12M
NDAQ
Nasdaq, Inc.

Financial Services
475
+ 2.7%
$72.17 - $83.76 $34.3K - $39.8K
18.1K $1.37M
VTV
Vanguard Value ETF

ETFs
45
+ 409.09%
$167.73 - $179.21 $7.55K - $8.06K
56 $9K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
335
+ 25.55%
N/A
1.65K $39K
ECL
Ecolab Inc.

Basic Materials
1
+ 0.27%
$229.72 - $269.82 $230 - $270
376 $95K
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 4.17%
$1739.0 - $2260.0 $1.74K - $2.26K
25 $48K
Activity Summary
Buys All Purchases 134 New Holdings 39 Increased Positions 95 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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