Legacy Capital Group California, Inc. has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $301 Billion distributed in 312 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30B, Jp Morgan ETF Tr Ultra Short I with a value of $19.6B, Microsoft Corp with a value of $5.79B, Spdr Bloomberg 1 3 Month T Bil with a value of $5.29B, and Spdr Bloomberg Investment Grad with a value of $4.9B.
Examining the 13F form we can see an increase of $23.3B in the current position value, from $277B to 301B.
Legacy Capital Group California, Inc. is based out at Los Gatos, CA
Below you can find more details about Legacy Capital Group California, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$301 Billion
ETFs: $74.4 Billion
Technology: $64.3 Billion
Financial Services: $32.7 Billion
Healthcare: $21.7 Billion
Industrials: $19.1 Billion
Consumer Cyclical: $17.8 Billion
Communication Services: $15.7 Billion
Consumer Defensive: $12.1 Billion
Other: $19 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
