Legacy Bridge, LLC Reduced Holdings in Q2 2025

Legacy Bridge, LLC

  • $188 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-15.7K
- 86.81%
$38.16 - $46.72 $600K - $735K
2.39K $105K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-7.65K
- 41.2%
$69.8 - $85.28 $534K - $652K
10.9K $904K
TMUS
T Mobile Us, Inc.

Communication Services
-370
- 5.34%
$220.99 - $268.54 $81.8K - $99.4K
6.56K $1.56M
VTWO
Vanguard Russell 2000 ETF

ETFs
-4.13K
- 35.34%
$70.56 - $87.22 $291K - $360K
7.55K $658K
AAPL
Apple Inc.

Technology
-544
- 6.3%
$172.42 - $223.89 $93.8K - $122K
8.09K $1.66M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-64
- 2.84%
$390.26 - $489.06 $25K - $31.3K
2.19K $886K
QRVO
Qorvo, Inc.

Technology
-3.37K
- 56.92%
$50.81 - $84.91 $171K - $286K
2.55K $216K
NSIT
Insight Enterprises Inc

Technology
-171
- 1.56%
$128.11 - $147.65 $21.9K - $25.2K
10.8K $1.49M
WTBA
West Bancorporation Inc

Financial Services
-3K
- 1.14%
$18.31 - $20.38 $54.9K - $61.1K
260K $5.09M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.02K
- 12.13%
$51.14 - $57.0 $103K - $115K
14.6K $832K
PG
Procter & Gamble CO

Consumer Defensive
-300
- 6.38%
$157.66 - $172.39 $47.3K - $51.7K
4.4K $701K
DHR
Danaher Corp

Healthcare
-295
- 5.21%
$174.64 - $205.16 $51.5K - $60.5K
5.37K $1.06M
LOW
Lowes Companies Inc

Consumer Cyclical
-26
- 0.32%
$210.83 - $235.28 $5.48K - $6.12K
8.11K $1.8M
EQIX
Equinix Inc

Real Estate
-60
- 3.34%
$740.07 - $914.43 $44.4K - $54.9K
1.73K $1.38M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.6K
- 15.59%
$51.68 - $52.76 $82.6K - $84.4K
8.66K $456K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-6.11K
- 4.47%
$18.21 - $18.97 $111K - $116K
130K $2.47M
TM
Toyota Motor Corp

Consumer Cyclical
-142
- 3.67%
$158.63 - $195.39 $22.5K - $27.7K
3.73K $641K
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 0.05%
$285.55 - $321.23 $286 - $321
1.87K $546K
LMT
Lockheed Martin Corp

Industrials
-104
- 14.44%
$430.82 - $486.45 $44.8K - $50.6K
616 $285K
UNP
Union Pacific Corp

Industrials
-45
- 1.41%
$208.27 - $238.46 $9.37K - $10.7K
3.15K $723K
CME
Cme Group Inc.

Financial Services
-180
- 8.34%
$252.37 - $290.71 $45.4K - $52.3K
1.98K $545K
UPS
United Parcel Service Inc

Industrials
-120
- 7.64%
$91.92 - $110.2 $11K - $13.2K
1.45K $146K
DAR
Darling Ingredients Inc.

Consumer Defensive
-1K
- 50.0%
$27.63 - $38.64 $27.6K - $38.6K
1K $37K
DEO
Diageo PLC

Consumer Defensive
-155
- 14.22%
$99.86 - $115.75 $15.5K - $17.9K
935 $94K
BIIB
Biogen Inc.

Healthcare
-61
- 6.48%
$113.38 - $135.49 $6.92K - $8.26K
880 $110K
PPG
Ppg Industries Inc

Basic Materials
-170
- 26.6%
$91.66 - $115.04 $15.6K - $19.6K
469 $53K
ABT
Abbott Laboratories

Healthcare
-138
- 4.68%
$123.95 - $138.08 $17.1K - $19.1K
2.81K $382K
EFV
Msci Eafe Value ETF

ETFs
-125
- 23.81%
$52.4 - $64.65 $6.55K - $8.08K
400 $25K
VNQ
Vanguard Specialized Funds Van

ETFs
-42
- 14.69%
$79.79 - $91.42 $3.35K - $3.84K
244 $21K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-79
- 4.8%
N/A
1.57K $37K
CMCSA
Comcast Corp

Communication Services
-5
- 0.47%
$32.84 - $36.72 $164 - $184
1.06K $37K
IEMG
Ishares Inc

ETFs
-26
- 0.12%
N/A
21.8K $1.17M
VBR
Vanguard Small Cap Value ETF

ETFs
-60
- 5.18%
$162.76 - $195.77 $9.77K - $11.7K
1.1K $214K
Blackrock Inc
-14
- 0.93%
N/A
1.49K $0
APH
Amphenol Corp

Technology
-2
- 66.67%
$59.09 - $98.75 $118 - $198
1 $0
Jacobs Solutions Inc
-250
- 3.11%
N/A
7.8K $0
ABC
Amerisourcebergen Corp

Healthcare
-1
- 0.9%
N/A
110 $20K
SYY
Sysco Corp

Consumer Defensive
-2
- 0.67%
$68.0 - $75.91 $136 - $152
295 $22K
Ge Healthcare Technologies I
-645
- 4.07%
N/A
15.2K $0
Nextracker Inc
-500
- 3.6%
N/A
13.4K $0
EA
Electronic Arts Inc.

Communication Services
-1
- 1.64%
$132.53 - $159.7 $133 - $160
60 $9K
ECL
Ecolab Inc.

Basic Materials
-1
- 0.27%
$225.65 - $270.95 $226 - $271
375 $101K
SGOL
Abrdn Gold ETF Trust

ETFs
-15
- 0.18%
$28.39 - $32.75 $426 - $491
8.26K $260K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-30
- 10.17%
$328.01 - $475.68 $9.84K - $14.3K
265 $123K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-3
- 0.16%
$73.7 - $90.98 $221 - $273
1.9K $173K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2
- 0.87%
$416.06 - $551.64 $832 - $1.1K
227 $125K
IWN
Ishares Russell2000 Val ETF

ETFs
-300
- 3.08%
$131.84 - $157.76 $39.6K - $47.3K
9.43K $1.49M
WSM
Williams Sonoma Inc

Consumer Cyclical
-200
- 1.92%
$137.62 - $174.44 $27.5K - $34.9K
10.2K $1.67M
QCOM
Qualcomm Inc

Technology
-222
- 2.18%
$124.66 - $159.48 $27.7K - $35.4K
9.94K $1.58M
Activity Summary
Buys All Purchases 79 New Holdings 30 Increased Positions 49 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Legacy Bridge, LLC Portfolio

Follow Legacy Bridge, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Bridge, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Bridge, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email