Legacy Bridge, LLC Reduced Holdings in Q3 2024

Legacy Bridge, LLC

  • $178 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SMCI
Super Micro Computer, Inc.

Technology
-2.27K
- 63.73%
$386.46 - $909.96 $877K - $2.07M
1.29K $537K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-8.59K
- 51.99%
$31.02 - $58.9 $266K - $506K
7.93K $248K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-10.7K
- 37.84%
$54.98 - $59.51 $586K - $634K
17.5K $1.04M
TM
Toyota Motor Corp

Consumer Cyclical
-1.66K
- 30.0%
$167.18 - $207.59 $277K - $344K
3.87K $690K
MSFT
Microsoft Corp

Technology
-681
- 7.89%
$395.15 - $467.56 $269K - $318K
7.95K $3.42M
QCOM
Qualcomm Inc

Technology
-25
- 0.25%
$156.12 - $209.64 $3.9K - $5.24K
10.2K $1.73M
GOOG
Alphabet Inc.

Communication Services
-495
- 5.08%
$149.54 - $192.66 $74K - $95.4K
9.25K $1.55M
LLY
Eli Lilly & CO

Healthcare
-55
- 1.59%
$772.14 - $960.02 $42.5K - $52.8K
3.41K $3.02M
QRVO
Qorvo, Inc.

Technology
-94
- 1.36%
$99.78 - $129.21 $9.38K - $12.1K
6.81K $703K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-3.7K
- 58.67%
$24.78 - $25.11 $91.7K - $92.9K
2.61K $65K
ADBE
Adobe Inc.

Technology
-55
- 22.0%
$508.13 - $586.55 $27.9K - $32.3K
195 $100K
CVS
Cvs Health Corp

Healthcare
-700
- 29.47%
$55.81 - $63.18 $39.1K - $44.2K
1.68K $105K
INTU
Intuit Inc

Technology
-5
- 0.62%
$602.97 - $670.49 $3.01K - $3.35K
802 $498K
PG
Procter & Gamble CO

Consumer Defensive
-400
- 7.82%
$160.76 - $177.82 $64.3K - $71.1K
4.71K $816K
VBK
Vanguard Small Cap Growth ETF

ETFs
-120
- 25.53%
$240.48 - $267.94 $28.9K - $32.2K
350 $93K
SLB
Schlumberger Limited

Energy
-421
- 41.97%
$39.57 - $49.67 $16.7K - $20.9K
582 $24K
VOT
Vanguard Mid Cap Growth Index

ETFs
-140
- 17.59%
$218.05 - $243.47 $30.5K - $34.1K
656 $159K
PEP
Pepsico Inc

Consumer Defensive
-265
- 5.43%
$161.9 - $179.3 $42.9K - $47.5K
4.61K $784K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-1.7K
- 8.55%
$47.99 - $54.43 $81.6K - $92.5K
18.2K $981K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-25
- 7.81%
$320.55 - $412.94 $8.01K - $10.3K
295 $114K
UPS
United Parcel Service Inc

Industrials
-57
- 3.4%
$123.32 - $147.38 $7.03K - $8.4K
1.62K $220K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-475
- 4.27%
$51.02 - $52.74 $24.2K - $25.1K
10.7K $561K
VONV
Vanguard Russell 1000 Value Et

ETFs
-210
- 9.05%
$76.07 - $83.33 $16K - $17.5K
2.11K $175K
Ge Healthcare Technologies I
-185
- 1.13%
N/A
16.2K $0
GCT
Giga Cloud Technology Inc.

Technology
-7.44K
- 34.98%
N/A
13.8K $0
AMD
Advanced Micro Devices Inc

Technology
-14
- 0.11%
$128.67 - $183.96 $1.8K - $2.58K
13K $2.13M
INDA
Ishares Msci India Index Fund

ETFs
-38
- 0.25%
$54.86 - $59.22 $2.08K - $2.25K
15.3K $894K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-824
- 6.66%
$64.35 - $75.71 $53K - $62.4K
11.6K $851K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-430
- 2.62%
$75.32 - $84.37 $32.4K - $36.3K
16K $1.34M
JPM
Jpmorgan Chase & CO

Financial Services
-5
- 0.06%
$194.9 - $224.8 $975 - $1.12K
8.54K $1.8M
ITW
Illinois Tool Works Inc

Industrials
-58
- 1.31%
$233.14 - $263.97 $13.5K - $15.3K
4.37K $1.15M
IWR
Ishares Russell Mid Cap ETF

ETFs
-340
- 1.85%
$79.92 - $88.19 $27.2K - $30K
18K $1.59M
TSCO
Tractor Supply CO

Consumer Cyclical
-35
- 0.53%
$251.95 - $290.93 $8.82K - $10.2K
6.58K $1.91M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-6
- 0.28%
$531.86 - $624.21 $3.19K - $3.75K
2.14K $1.32M
WTBA
West Bancorporation Inc

Financial Services
-9.94K
- 3.29%
$16.61 - $21.93 $165K - $218K
293K $5.56M
IWM
Ishares Russell 2000 ETF

ETFs
-5
- 0.06%
$200.87 - $224.6 $1K - $1.12K
8.53K $1.88M
DHR
Danaher Corp

Healthcare
-15
- 0.27%
$239.25 - $280.76 $3.59K - $4.21K
5.59K $1.55M
NEE
Nextera Energy Inc

Utilities
-40
- 0.34%
$69.9 - $84.97 $2.8K - $3.4K
11.9K $1M
ETN
Eaton Corp PLC

Industrials
-10
- 0.11%
$272.52 - $333.02 $2.73K - $3.33K
9.24K $3.06M
DE
Deere & CO

Industrials
-8
- 0.2%
$344.84 - $418.0 $2.76K - $3.34K
4.09K $1.71M
ISRG
Intuitive Surgical Inc

Healthcare
-5
- 0.13%
$416.14 - $494.01 $2.08K - $2.47K
3.93K $1.93M
TMUS
T Mobile Us, Inc.

Communication Services
-20
- 0.29%
$175.14 - $206.36 $3.5K - $4.13K
6.93K $1.43M
BLK
Black Rock Inc.

Financial Services
-8
- 0.51%
$782.27 - $949.51 $6.26K - $7.6K
1.55K $1.47M
PH
Parker Hannifin Corp

Industrials
-170
- 5.02%
$501.01 - $635.92 $85.2K - $108K
3.22K $2.03M
LOW
Lowes Companies Inc

Consumer Cyclical
-15
- 0.18%
$213.3 - $270.78 $3.2K - $4.06K
8.33K $2.26M
Activity Summary
Buys All Purchases 61 New Holdings 13 Increased Positions 48 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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