Legacy Capital Group California, Inc. Purchases in Q1 2025

Legacy Capital Group California, Inc.

  • $287 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LDUR
Pimco Enhanced Low Duration Ac

ETFs
17.2K
New
$94.87 - $96.11 $1.64M - $1.66M
17.2K $1.65B
Pimco ETF Tr
49.1K
+ 38.27%
N/A
177K $4.67B
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
24.7K
+ 65.2%
N/A
62.5K $3.11B
NEM
Newmont Corp

Basic Materials
21K
+ 192.39%
$37.79 - $48.39 $792K - $1.01M
31.9K $1.54B
MCO
Moodys Corp

Financial Services
2.03K
New
$437.8 - $527.48 $887K - $1.07M
2.03K $944M
EWS
Ishares Inc Msci Singapore ETF

ETFs
37.5K
New
$21.65 - $24.17 $811K - $906K
37.5K $891M
Te Connectivity PLC
6.05K
New
N/A
6.05K $855M
LPLA
Lpl Financial Holdings Inc.

Financial Services
2.54K
New
$308.87 - $383.33 $784K - $973K
2.54K $831M
Victory Portfolios Ii
21.8K
+ 23.96%
N/A
113K $3.86B
Ea Series Trust
27.9K
+ 43.98%
N/A
91.4K $2.68B
MSI
Motorola Solutions, Inc.

Technology
1.67K
+ 110.02%
$411.73 - $482.1 $687K - $805K
3.19K $1.39B
BAC
Bank Of America Corp

Financial Services
16.9K
+ 72.88%
$39.61 - $47.74 $669K - $806K
40.1K $1.67B
HRL
Hormel Foods Corp

Consumer Defensive
20.2K
New
$28.29 - $31.52 $571K - $636K
20.2K $625M
LBRDK
Liberty Broadband Corp

Communication Services
7.22K
New
$73.49 - $88.64 $531K - $640K
7.22K $614M
ASML
Asml Holding Nv

Technology
919
New
$662.63 - $776.99 $609K - $714K
919 $609M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
5.32K
New
$88.0 - $115.5 $468K - $614K
5.32K $607M
MTH
Meritage Homes Corp

Consumer Cyclical
8.01K
New
$69.41 - $152.01 $556K - $1.22M
8.01K $568M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.1K
New
$169.43 - $182.84 $525K - $566K
3.1K $537M
DIS
Walt Disney CO

Communication Services
7.47K
+ 45.84%
$96.87 - $114.0 $723K - $851K
23.7K $2.34B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.53K
+ 8.88%
$91.45 - $91.75 $505K - $507K
67.7K $6.21B
AEO
American Eagle Outfitters Inc

Consumer Cyclical
44.7K
New
$10.98 - $17.34 $491K - $775K
44.7K $520M
BMY
Bristol Myers Squibb CO

Healthcare
7.53K
+ 114.62%
$53.9 - $63.11 $406K - $475K
14.1K $860M
XEL
Xcel Energy Inc

Utilities
6.3K
New
$63.37 - $72.1 $399K - $454K
6.3K $446M
Schwab Strategic Tr
16.7K
New
N/A
16.7K $435M
ADP
Automatic Data Processing Inc

Industrials
1.42K
New
$286.85 - $318.64 $407K - $452K
1.42K $434M
NVO
Novo Nordisk A S

Healthcare
7.78K
+ 119.62%
$69.3 - $90.95 $539K - $707K
14.3K $992M
NRG
Nrg Energy, Inc.

Utilities
3.86K
+ 117.06%
$84.82 - $113.33 $328K - $438K
7.16K $684M
PLTR
Palantir Technologies Inc.

Technology
4.47K
New
$64.98 - $124.62 $290K - $556K
4.47K $377M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.07K
New
$275.89 - $345.24 $296K - $370K
1.07K $370M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
263
+ 9.19%
$442.66 - $534.52 $116K - $141K
3.13K $1.66B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
6.45K
+ 44.88%
$50.82 - $52.7 $328K - $340K
20.8K $1.09B
SPY
Spdr S&P 500 ETF Trust

ETFs
600
New
$551.42 - $612.93 $331K - $368K
600 $336M
JNJ
Johnson & Johnson

Healthcare
239
+ 1.76%
$142.06 - $167.7 $34K - $40.1K
13.8K $2.29B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.43K
New
$80.53 - $147.57 $195K - $358K
2.43K $321M
XLV
Select Sector Spdr Fund Health

ETFs
1.98K
+ 81.11%
$137.61 - $149.68 $272K - $296K
4.41K $644M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.8K
New
$79.66 - $108.41 $223K - $304K
2.8K $304M
XLP
Consumer Staples Sector Spdr

ETFs
3.69K
New
N/A
3.69K $301M
CMCSA
Comcast Corp

Communication Services
8.05K
New
$33.19 - $38.23 $267K - $308K
8.05K $297M
FSLR
First Solar, Inc.

Technology
2.15K
New
$126.34 - $197.73 $272K - $425K
2.15K $272M
CRTO
Criteo S.A.

Communication Services
7.55K
New
$34.81 - $45.89 $263K - $346K
7.55K $267M
PM
Philip Morris International Inc.

Consumer Defensive
1.67K
New
$117.15 - $158.79 $195K - $264K
1.67K $264M
Bunge Global Sa
3.46K
New
N/A
3.46K $264M
ARGX
Argenx Se

Healthcare
446
New
$571.0 - $671.75 $255K - $300K
446 $264M
NEAR
Blackrock Short Maturity Bond

ETFs
5.06K
New
$50.4 - $50.89 $255K - $258K
5.06K $258M
WMT
Walmart Inc.

Consumer Defensive
3.45K
+ 17.02%
$84.5 - $105.05 $292K - $363K
23.8K $2.08B
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.51K
+ 10.05%
$39.18 - $43.52 $177K - $196K
49.4K $2.07B
NOK
Nokia Corp

Technology
45.9K
New
$4.43 - $5.42 $203K - $249K
45.9K $242M
XLF
Financial Sector Spdr

ETFs
4.28K
+ 30.49%
$47.32 - $52.19 $202K - $223K
18.3K $911M
TMQ
Trilogy Metals Inc.

Basic Materials
149K
New
$1.08 - $1.99 $161K - $297K
149K $232M
Activity Summary
Buys All Purchases 161 New Holdings 36 Increased Positions 125 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Legacy Capital Group California, Inc. Portfolio

Follow Legacy Capital Group California, Inc. 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 Capital Group California, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Group California, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email