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 Under $50 Millions

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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