Legacy Bridge, LLC Reduced Holdings in Q1 2025

Legacy Bridge, LLC

  • $165 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
-13K
- 99.98%
$96.63 - $129.55 $1.25M - $1.68M
2 $0
FSLR
First Solar, Inc.

Technology
-1.82K
- 27.7%
$126.34 - $197.73 $229K - $359K
4.74K $599K
AMZN
Amazon Com Inc

Consumer Cyclical
-287
- 1.7%
$190.26 - $242.06 $54.6K - $69.5K
16.6K $3.15M
WTBA
West Bancorporation Inc

Financial Services
-3.5K
- 1.32%
$19.94 - $22.62 $69.8K - $79.2K
263K $5.23M
MSFT
Microsoft Corp

Technology
-21
- 0.26%
$375.39 - $447.2 $7.88K - $9.39K
7.93K $2.98M
AAPL
Apple Inc.

Technology
-298
- 3.34%
$209.68 - $247.1 $62.5K - $73.6K
8.64K $1.92M
CAT
Caterpillar Inc

Industrials
-176
- 2.46%
$326.75 - $407.63 $57.5K - $71.7K
6.97K $2.3M
PANW
Palo Alto Networks Inc

Technology
-840
- 6.93%
$167.82 - $208.28 $141K - $175K
11.3K $1.93M
RPM
Rpm International Inc

Basic Materials
-1.6K
- 14.89%
$114.03 - $128.31 $182K - $205K
9.15K $1.06M
EQIX
Equinix Inc

Real Estate
-35
- 1.91%
$803.0 - $959.97 $28.1K - $33.6K
1.79K $1.46M
NXPI
Nxp Semiconductors N.V.

Technology
-280
- 3.7%
$189.99 - $245.86 $53.2K - $68.8K
7.29K $1.39M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-75
- 0.41%
$43.49 - $58.8 $3.26K - $4.41K
18.1K $787K
LOW
Lowes Companies Inc

Consumer Cyclical
-69
- 0.84%
$222.66 - $268.42 $15.4K - $18.5K
8.14K $1.9M
MCD
Mcdonalds Corp

Consumer Cyclical
-556
- 22.9%
$279.74 - $321.29 $156K - $179K
1.87K $584K
GOOGL
Alphabet Inc.

Communication Services
-110
- 4.64%
$154.33 - $206.19 $17K - $22.7K
2.26K $349K
IVW
Ishares S&P 500 Growth ETF

ETFs
-600
- 12.23%
$92.45 - $106.69 $55.5K - $64K
4.31K $399K
STZ
Constellation Brands, Inc.

Consumer Defensive
-116
- 6.18%
$161.05 - $222.93 $18.7K - $25.9K
1.76K $323K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.2K
- 4.97%
$23.16 - $27.04 $27.8K - $32.4K
23K $537K
GS
Goldman Sachs Group Inc

Financial Services
-92
- 7.73%
$524.81 - $672.19 $48.3K - $61.8K
1.1K $599K
WDAY
Workday, Inc.

Technology
-28
- 0.92%
$233.53 - $277.82 $6.54K - $7.78K
3K $700K
VBR
Vanguard Small Cap Value ETF

ETFs
-300
- 20.58%
$183.02 - $207.75 $54.9K - $62.3K
1.16K $215K
DAR
Darling Ingredients Inc.

Consumer Defensive
-1.62K
- 44.75%
$28.51 - $41.85 $46.2K - $67.8K
2K $62K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-826
- 4.72%
$56.17 - $59.71 $46.4K - $49.3K
16.7K $952K
CAH
Cardinal Health Inc

Healthcare
-465
- 69.92%
$118.02 - $137.77 $54.9K - $64.1K
200 $27K
QRVO
Qorvo, Inc.

Technology
-900
- 13.21%
$69.12 - $90.57 $62.2K - $81.5K
5.91K $428K
NSIT
Insight Enterprises Inc

Technology
-100
- 0.9%
$149.36 - $174.13 $14.9K - $17.4K
11K $1.65M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-36
- 64.29%
$1187.71 - $1432.58 $42.8K - $51.6K
20 $28K
LMT
Lockheed Martin Corp

Industrials
-18
- 2.44%
$423.19 - $506.29 $7.62K - $9.11K
720 $321K
ITW
Illinois Tool Works Inc

Industrials
-40
- 0.92%
$244.9 - $274.48 $9.8K - $11K
4.33K $1.07M
UPS
United Parcel Service Inc

Industrials
-47
- 2.9%
$109.66 - $136.26 $5.15K - $6.4K
1.57K $172K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-497
- 99.4%
$47.79 - $59.89 $23.8K - $29.8K
3 $0
PRU
Prudential Financial Inc

Financial Services
-171
- 10.65%
$105.04 - $122.33 $18K - $20.9K
1.44K $160K
DEO
Diageo PLC

Consumer Defensive
-37
- 3.28%
$104.79 - $126.12 $3.88K - $4.67K
1.09K $114K
MPC
Marathon Petroleum Corp

Energy
-209
- 31.01%
$134.72 - $159.03 $28.2K - $33.2K
465 $67K
EMR
Emerson Electric CO

Industrials
-141
- 27.06%
$108.64 - $131.17 $15.3K - $18.5K
380 $41K
CARR
Carrier Global Corp

Industrials
-30
- 0.69%
$62.07 - $70.55 $1.86K - $2.12K
4.33K $274K
AVB
Avalonbay Communities Inc

Real Estate
-100
- 40.0%
$207.86 - $228.08 $20.8K - $22.8K
150 $32K
EQR
Equity Residential

Real Estate
-296
- 40.11%
$66.98 - $75.02 $19.8K - $22.2K
442 $31K
DOW
Dow Inc.

Basic Materials
-381
- 32.9%
$34.36 - $41.92 $13.1K - $16K
777 $27K
SHEL
Shell PLC

Energy
-400
- 40.0%
$62.84 - $73.29 $25.1K - $29.3K
600 $43K
PSA
Public Storage

Real Estate
-59
- 88.06%
$288.99 - $313.98 $17.1K - $18.5K
8 $2K
SLB
Schlumberger Limited

Energy
-457
- 78.52%
$38.4 - $43.74 $17.5K - $20K
125 $5K
COP
Conocophillips

Energy
-476
- 8.17%
$88.6 - $105.85 $42.2K - $50.4K
5.35K $562K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-400
- 3.75%
$51.52 - $52.37 $20.6K - $20.9K
10.3K $537K
CTVA
Corteva, Inc.

Basic Materials
-184
- 14.96%
$55.94 - $66.15 $10.3K - $12.2K
1.05K $65K
Brookfield Asset Managmt LTD
-454
- 33.31%
N/A
909 $0
Blackrock Inc
-45
- 2.9%
N/A
1.51K $0
Nextracker Inc
-950
- 6.4%
N/A
13.9K $0
Jacobs Solutions Inc
-170
- 2.07%
N/A
8.05K $0
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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