Legacy Cg, LLC Portfolio Holdings

Legacy Cg, LLC

$247 Million
Q4 2024

Legacy Cg, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $247 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Principal ETF U S Mega Cap with a value of $18.1M, First Trust Exchange Traded Fd with a value of $15.2M, Capital Group Intl Focus Equit with a value of $14.5M, Principal ETF U.S. Small Cap M with a value of $12.6M, and Hartford Fds Exchange Traded T with a value of $12.1M.

Examining the 13F form we can see an increase of $13.6M in the current position value, from $233M to 247M.

Legacy Cg, LLC is based out at Plano, TX

Below you can find more details about Legacy Cg, LLC portfolio as well as his latest detailed transactions.

Portfolio value $247 Million

ETFs: $117 Million

Technology: $37 Million

Financial Services: $23.8 Million

Consumer Cyclical: $15 Million

Industrials: $14.3 Million

Healthcare: $8.83 Million

Communication Services: $8.13 Million

Consumer Defensive: $7.49 Million

Other: $12.7 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

Summary

Portfolio
No. of Stocks 54
Current Value $247 Million
Prior Value $233 Million
Filing
Period Q4 2024
Filing Date January 27, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 11 stocks
Additional Purchases 24 stocks
Sold out of 0 stocks
Reduced holdings in 16 stocks

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