Legacy Capital Group California, Inc. Reduced Holdings in Q3 2025

Legacy Capital Group California, Inc.

  • $393 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-92.4K
- 29.22%
$50.47 - $50.74 $4.66M - $4.69M
224K $11.4B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-39K
- 62.93%
N/A
23K $1.16B
BAC
Bank Of America Corp

Financial Services
-17K
- 42.83%
$44.92 - $52.42 $762K - $889K
22.6K $1.17B
JNJ
Johnson & Johnson

Healthcare
-5.23K
- 38.32%
$155.17 - $185.42 $811K - $970K
8.42K $1.56B
SPOT
Spotify Technology S.A.

Communication Services
-300
- 7.7%
$620.01 - $738.53 $186K - $222K
3.6K $2.51B
BMY
Bristol Myers Squibb CO

Healthcare
-7.63K
- 27.45%
$43.31 - $48.98 $330K - $374K
20.2K $909M
NFLX
Netflix Inc

Communication Services
-143
- 11.54%
$1147.87 - $1297.18 $164K - $185K
1.1K $1.31B
PLMR
Palomar Holdings, Inc.

Financial Services
-87
- 1.01%
$112.26 - $148.79 $9.77K - $12.9K
8.5K $993M
BROS
Dutch Bros Inc.

Consumer Cyclical
-193
- 1.01%
$52.34 - $74.24 $10.1K - $14.3K
19K $994M
AFL
Aflac Inc

Financial Services
-3.4K
- 33.67%
$98.09 - $111.7 $333K - $379K
6.69K $747M
UPST
Upstart Holdings, Inc.

Financial Services
-215
- 1.03%
$50.8 - $84.13 $10.9K - $18.1K
20.6K $1.05B
AXON
Axon Enterprise, Inc.

Industrials
-9
- 0.34%
$698.02 - $870.97 $6.28K - $7.84K
2.61K $1.87B
AVGO
Broadcom Inc.

Technology
-1.44K
- 36.37%
$264.74 - $369.57 $381K - $531K
2.52K $830M
UL
Unilever PLC

Consumer Defensive
-3.21K
- 14.77%
$58.43 - $65.01 $187K - $209K
18.5K $1.1B
Te Connectivity PLC
-2.29K
- 38.89%
N/A
3.59K $789M
VIRT
Virtu Financial, Inc.

Financial Services
-1.74K
- 13.71%
$34.87 - $45.12 $60.7K - $78.6K
11K $389M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-446
- 13.82%
$459.11 - $506.91 $205K - $226K
2.78K $1.4B
JBL
Jabil Inc

Technology
-696
- 12.73%
$202.08 - $234.45 $141K - $163K
4.77K $1.04B
ASML
Asml Holding Nv

Technology
-310
- 30.91%
$689.63 - $968.09 $214K - $300K
693 $671M
Arista Networks Inc
-3.46K
- 38.52%
N/A
5.53K $806M
EEM
Ishares Msci Emerging Markets

ETFs
-4.09K
- 20.0%
$48.07 - $53.4 $197K - $219K
16.4K $875M
TAP
Molson Coors Beverage CO

Consumer Defensive
-1.5K
- 11.24%
$44.09 - $52.81 $65.9K - $79K
11.8K $534M
TTE
Total Energies Se

Energy
-1.43K
- 12.48%
N/A
10K $598M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-857
- 32.45%
$117.65 - $120.08 $101K - $103K
1.78K $213M
Corpay Inc
-31
- 1.57%
N/A
1.94K $560M
CTAS
Cintas Corp

Industrials
-110
- 2.79%
$199.29 - $226.27 $21.9K - $24.9K
3.84K $788M
ISRG
Intuitive Surgical Inc

Healthcare
-9
- 0.99%
$433.66 - $544.47 $3.9K - $4.9K
901 $403M
COST
Costco Wholesale Corp

Consumer Defensive
-43
- 5.95%
$915.95 - $994.57 $39.4K - $42.8K
680 $630M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-73
- 1.37%
$93.1 - $110.49 $6.8K - $8.07K
5.27K $492M
CHWY
Chewy, Inc.

Consumer Cyclical
-340
- 1.05%
$34.27 - $42.33 $11.7K - $14.4K
31.9K $1.29B
IP
International Paper CO

Consumer Cyclical
-1.7K
- 15.06%
$45.32 - $55.68 $77K - $94.5K
9.58K $445M
RELX
Relx PLC

Communication Services
-870
- 13.89%
$45.13 - $54.19 $39.3K - $47.1K
5.39K $258M
TSN
Tyson Foods, Inc.

Consumer Defensive
-1.35K
- 23.95%
$52.3 - $57.69 $70.4K - $77.7K
4.27K $232M
TPR
Tapestry, Inc.

Consumer Cyclical
-3.91K
- 27.42%
$86.48 - $116.14 $338K - $454K
10.4K $1.17B
GMED
Globus Medical Inc

Healthcare
-1.14K
- 17.55%
$51.89 - $62.79 $59.2K - $71.6K
5.36K $307M
CRWD
Crowd Strike Holdings, Inc.

Technology
-34
- 1.1%
$412.46 - $514.1 $14K - $17.5K
3.07K $1.51B
AMP
Ameriprise Financial Inc

Financial Services
-9
- 0.55%
$486.13 - $544.55 $4.38K - $4.9K
1.62K $793M
AGI
Alamos Gold Inc

Basic Materials
-6.37K
- 35.45%
$24.3 - $34.86 $155K - $222K
11.6K $404M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.45K
- 7.02%
$52.55 - $54.37 $76.4K - $79.1K
19.3K $1.04B
CVGW
Calavo Growers Inc

Consumer Defensive
-1.88K
- 12.77%
$25.74 - $27.84 $48.3K - $52.2K
12.8K $330M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.3K
- 22.02%
$224.68 - $282.71 $293K - $368K
4.61K $1.29B
SYK
Stryker Corp

Healthcare
-30
- 1.95%
$368.57 - $403.53 $11.1K - $12.1K
1.51K $557M
WCN
Waste Connections, Inc.

Industrials
-50
- 1.7%
$171.32 - $191.84 $8.57K - $9.59K
2.89K $509M
NKE
Nike, Inc.

Consumer Cyclical
-416
- 11.54%
$69.24 - $79.24 $28.8K - $33K
3.19K $222M
SNA
Snap On Inc

Industrials
-227
- 17.18%
$313.01 - $346.53 $71.1K - $78.7K
1.09K $379M
AMZN
Amazon Com Inc

Consumer Cyclical
-148
- 1.32%
$211.65 - $238.24 $31.3K - $35.3K
11.1K $2.43B
INT
World Fuel Services Corp

Energy
-4
- 0.03%
N/A
12K $312M
ADP
Automatic Data Processing Inc

Industrials
-17
- 1.19%
$288.69 - $310.94 $4.91K - $5.29K
1.42K $415M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-20
- 0.65%
$259.44 - $278.65 $5.19K - $5.57K
3.04K $787M
Activity Summary
Buys All Purchases 195 New Holdings 30 Increased Positions 165 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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