Legacy Capital Group California, Inc. Reduced Holdings in Q4 2024

Legacy Capital Group California, Inc.

  • $328 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FLRN
Spdr Bloomberg Investment Grad

ETFs
-150K
- 94.51%
$30.67 - $30.84 $4.6M - $4.63M
8.72K $268M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-49.1K
- 12.72%
$50.37 - $50.6 $2.47M - $2.48M
337K $17B
MSFT
Microsoft Corp

Technology
-3.69K
- 27.39%
$406.35 - $454.46 $1.5M - $1.67M
9.77K $4.12B
META
Meta Platforms, Inc.

Communication Services
-2.54K
- 49.53%
$554.08 - $632.68 $1.41M - $1.61M
2.59K $1.51B
LLY
Eli Lilly & CO

Healthcare
-1.22K
- 65.82%
$727.2 - $932.06 $886K - $1.14M
633 $489M
AMZN
Amazon Com Inc

Consumer Cyclical
-5.78K
- 55.31%
$180.88 - $232.93 $1.04M - $1.35M
4.67K $1.02B
AMAT
Applied Materials Inc

Technology
-3.93K
- 72.56%
$161.44 - $213.89 $634K - $840K
1.49K $242M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-7.93K
- 37.83%
$75.1 - $82.99 $595K - $658K
13K $985M
CAT
Caterpillar Inc

Industrials
-1.31K
- 24.79%
$360.37 - $416.88 $473K - $547K
3.98K $1.44B
TGT
Target Corp

Consumer Defensive
-3.06K
- 57.98%
$121.59 - $160.69 $372K - $492K
2.22K $300M
CVS
Cvs Health Corp

Healthcare
-88
- 0.57%
$43.78 - $67.46 $3.85K - $5.94K
15.2K $684M
Cava Group Inc
-277
- 1.44%
N/A
19K $2.14B
STX
Seagate Technology Holdings PLC

Technology
-61
- 0.61%
$86.31 - $112.64 $5.26K - $6.87K
9.94K $858M
AMP
Ameriprise Financial Inc

Financial Services
-682
- 28.95%
$473.15 - $574.01 $323K - $391K
1.67K $891M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.37K
- 6.4%
$66.77 - $71.52 $292K - $312K
63.9K $4.4B
DHI
Horton D R Inc

Consumer Cyclical
-6
- 0.16%
$137.24 - $194.56 $823 - $1.17K
3.85K $538M
NEM
Newmont Corp

Basic Materials
-95
- 0.86%
$37.0 - $58.68 $3.52K - $5.57K
10.9K $405M
CSCO
Cisco Systems, Inc.

Technology
-5.11K
- 24.02%
$52.45 - $60.02 $268K - $307K
16.2K $956M
ZTS
Zoetis Inc.

Healthcare
-114
- 2.38%
$162.24 - $194.42 $18.5K - $22.2K
4.67K $761M
CRM
Salesforce, Inc.

Technology
-1.16K
- 32.05%
$270.87 - $367.87 $314K - $427K
2.46K $822M
HD
Home Depot, Inc.

Consumer Cyclical
-334
- 27.93%
$385.02 - $431.37 $129K - $144K
862 $335M
CCJ
Cameco Corp

Energy
-3.88K
- 27.7%
$48.64 - $61.14 $189K - $237K
10.1K $520M
HAS
Hasbro, Inc.

Consumer Cyclical
-72
- 0.83%
$55.71 - $72.94 $4.01K - $5.25K
8.57K $479M
ADM
Archer Daniels Midland CO

Consumer Defensive
-96
- 0.65%
$49.38 - $59.52 $4.74K - $5.71K
14.7K $740M
OMC
Omnicom Group Inc.

Communication Services
-75
- 0.99%
$85.82 - $105.47 $6.44K - $7.91K
7.54K $648M
LITE
Lumentum Holdings Inc.

Technology
-3.18K
- 47.84%
$61.49 - $94.9 $196K - $302K
3.47K $291M
CARR
Carrier Global Corp

Industrials
-80
- 0.81%
$66.69 - $82.65 $5.34K - $6.61K
9.75K $666M
SG
Sweetgreen, Inc.

Consumer Cyclical
-465
- 1.44%
$31.7 - $43.97 $14.7K - $20.4K
31.9K $1.02B
ABT
Abbott Laboratories

Healthcare
-1.01K
- 14.02%
$111.93 - $119.39 $113K - $121K
6.19K $700M
PHG
Koninklijke Philips Nv

Healthcare
-147
- 0.95%
$24.71 - $32.66 $3.63K - $4.8K
15.3K $389M
INTC
Intel Corp

Technology
-115
- 0.35%
$19.07 - $26.23 $2.19K - $3.02K
32.4K $650M
Ea Series Trust
-2.81K
- 4.23%
N/A
63.5K $1.93B
CTAS
Cintas Corp

Industrials
-42
- 1.01%
$182.7 - $226.47 $7.67K - $9.51K
4.12K $753M
PIN
Invesco India ETF Trust India
-858
- 5.38%
N/A
15.1K $389M
XLE
Energy Sector Spdr

ETFs
-1.03K
- 22.76%
$83.32 - $97.27 $85.8K - $100K
3.5K $299M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-962
- 5.29%
$89.01 - $96.24 $85.6K - $92.6K
17.2K $1.55B
FICO
Fair Isaac Corp

Technology
-52
- 20.39%
$1911.01 - $2382.4 $99.4K - $124K
203 $404M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-681
- 22.81%
$115.08 - $119.55 $78.4K - $81.4K
2.3K $266M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-1.84K
- 4.06%
$35.45 - $40.33 $65.1K - $74.1K
43.4K $1.56B
KMB
Kimberly Clark Corp

Consumer Defensive
-145
- 2.32%
$130.37 - $146.09 $18.9K - $21.2K
6.11K $800M
VZ
Verizon Communications Inc

Communication Services
-124
- 0.74%
$39.6 - $45.21 $4.91K - $5.61K
16.6K $662M
UTES
Virtus Reaves Utilities ETF
-1.33K
- 26.46%
N/A
3.69K $235M
PDD
Pinduoduo Inc.

Consumer Cyclical
-3
- 0.14%
$94.39 - $154.27 $283 - $463
2.07K $201M
TSN
Tyson Foods, Inc.

Consumer Defensive
-1.17K
- 21.55%
$57.14 - $64.54 $66.7K - $75.3K
4.25K $244M
TTE
Total Energies Se

Energy
-60
- 0.94%
N/A
6.3K $343M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-560
- 21.52%
$113.79 - $124.5 $63.7K - $69.7K
2.04K $234M
MELI
Mercadolibre Inc

Consumer Cyclical
-9
- 6.47%
$1666.0 - $2117.3 $15K - $19.1K
130 $221M
IOT
Samsara Inc.

Technology
-130
- 0.99%
$42.67 - $56.35 $5.55K - $7.33K
13K $568M
XOM
Exxon Mobil Corp

Energy
-104
- 1.98%
$105.51 - $125.37 $11K - $13K
5.16K $555M
Activity Summary
Buys All Purchases 158 New Holdings 53 Increased Positions 105 Sells All Sells 163 Reductions 163 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