Legacy Bridge, LLC Incresed Positions in Q1 2025

Legacy Bridge, LLC

  • $165 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
82
+ 40.2%
$85.55 - $94.34 $7.02K - $7.74K
286 $25K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
238
+ 14.57%
$102.49 - $119.96 $24.4K - $28.6K
1.87K $195K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
7
+ 7.0%
$80.53 - $147.57 $564 - $1.03K
107 $14K
USRT
Ishares Core U.S. Reit ETF

ETFs
61
+ 29.76%
$55.14 - $60.29 $3.36K - $3.68K
266 $15K
EQT
Eqt Corp

Energy
25
+ 22.73%
$46.16 - $54.25 $1.15K - $1.36K
135 $7K
IWD
Ishares Russell 1000 Val ETF

ETFs
13
+ 108.33%
$182.82 - $196.21 $2.38K - $2.55K
25 $4K
IJK
Ishares S&P Midcap 400 Growth

ETFs
180
+ 10.42%
$81.62 - $96.63 $14.7K - $17.4K
1.91K $158K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15
+ 300.0%
$95.85 - $99.25 $1.44K - $1.49K
20 $1K
SYY
Sysco Corp

Consumer Defensive
2
+ 0.68%
$70.0 - $77.13 $140 - $154
297 $22K
Celestica Inc
340
+ 1.85%
N/A
18.7K $0
COF
Capital One Financial Corp

Financial Services
1
+ 0.91%
$163.87 - $209.82 $164 - $210
111 $19K
ALCC
Alt C Acquisition Corp.

Financial Services
410
+ 1.14%
N/A
36.5K $0
ASML
Asml Holding Nv

Technology
91
+ 4.56%
$662.63 - $776.99 $60.3K - $70.7K
2.09K $1.38M
EA
Electronic Arts Inc.

Communication Services
1
+ 1.67%
$116.53 - $146.29 $117 - $146
61 $8K
Ge Healthcare Technologies I
180
+ 1.15%
N/A
15.8K $0
Ge Vernova Inc
188
+ 1.71%
N/A
11.2K $0
ABC
Amerisourcebergen Corp

Healthcare
1
+ 0.91%
N/A
111 $20K
Arista Networks Inc
1.37K
+ 3.71%
N/A
38.3K $0
INDA
Ishares Msci India Index Fund

ETFs
230
+ 1.51%
$47.8 - $53.4 $11K - $12.3K
15.5K $798K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.01%
$21.75 - $24.28 $21.8 - $24.3
8.06K $177K
LEU
Centrus Energy Corp

Energy
509
+ 5.16%
$62.21 - $119.74 $31.7K - $60.9K
10.4K $645K
BIIB
Biogen Inc.

Healthcare
1
+ 0.11%
$133.43 - $153.27 $133 - $153
941 $128K
BX
Blackstone Inc.

Financial Services
280
+ 14.32%
$136.53 - $186.74 $38.2K - $52.3K
2.24K $312K
IWR
Ishares Russell Mid Cap ETF

ETFs
400
+ 2.22%
$82.81 - $92.93 $33.1K - $37.2K
18.4K $1.57M
ISRG
Intuitive Surgical Inc

Healthcare
160
+ 4.07%
$476.63 - $610.45 $76.3K - $97.7K
4.09K $2.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.42%
$507.05 - $563.67 $2.54K - $2.82K
1.2K $615K
SKX
Skechers Usa Inc

Consumer Cyclical
550
+ 8.57%
$54.98 - $78.24 $30.2K - $43K
6.97K $395K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.2K
+ 2.68%
$25.58 - $29.24 $30.7K - $35.1K
46K $1.21M
IWM
Ishares Russell 2000 ETF

ETFs
719
+ 8.42%
$198.1 - $229.79 $142K - $165K
9.26K $1.85M
VTWO
Vanguard Russell 2000 ETF

ETFs
350
+ 3.09%
$80.08 - $92.93 $28K - $32.5K
11.7K $941K
CCJ
Cameco Corp

Energy
690
+ 6.85%
$40.64 - $56.86 $28K - $39.2K
10.8K $443K
HD
Home Depot, Inc.

Consumer Cyclical
85
+ 1.59%
$347.25 - $424.87 $29.5K - $36.1K
5.42K $1.99M
ACN
Accenture PLC

Technology
94
+ 2.8%
$300.91 - $398.25 $28.3K - $37.4K
3.45K $1.08M
AVAV
Aero Vironment Inc

Industrials
170
+ 4.53%
$119.19 - $186.12 $20.3K - $31.6K
3.93K $467K
DHR
Danaher Corp

Healthcare
70
+ 1.25%
$201.62 - $250.59 $14.1K - $17.5K
5.66K $1.16M
DLR
Digital Realty Trust, Inc.

Real Estate
568
+ 6.23%
$142.1 - $183.56 $80.7K - $104K
9.69K $1.39M
NOW
Service Now, Inc.

Technology
52
+ 4.95%
$783.83 - $1170.39 $40.8K - $60.9K
1.1K $877K
GOOG
Alphabet Inc.

Communication Services
480
+ 5.19%
$156.06 - $207.71 $74.9K - $99.7K
9.73K $1.52M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
105
+ 0.95%
$165.25 - $224.62 $17.4K - $23.6K
11.2K $1.85M
HPE
Hewlett Packard Enterprise CO

Technology
2.37K
+ 3.53%
$14.77 - $24.42 $34.9K - $57.8K
69.4K $1.07M
ETN
Eaton Corp PLC

Industrials
350
+ 3.79%
$271.83 - $371.23 $95.1K - $130K
9.59K $2.61M
STRL
Sterling Construction CO Inc

Industrials
1.02K
+ 5.76%
$108.65 - $200.56 $111K - $205K
18.7K $2.12M
NVDA
Nvidia Corp

Technology
3.67K
+ 6.75%
$106.98 - $149.43 $393K - $549K
58.1K $6.29M
AVGO
Broadcom Inc.

Technology
750
+ 2.68%
$167.43 - $244.7 $126K - $184K
28.8K $4.81M
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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