New Legacy Group, LLC Portfolio Holdings
New Legacy Group, LLC
- $36.6 Million
- Q3 2023
New Legacy Group, LLC has filed its 13F form on November 14, 2023 for Q3 2023 where it was disclosed a total value porftolio of $36.6 Million distributed in 28 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $7.86M, Meta Platforms, Inc. with a value of $7.28M, Uber Technologies, Inc with a value of $3.48M, Ishares Tr with a value of $2.7M, and Vanguard Ftse Emerging Mkts Et with a value of $2.01M.
Examining the 13F form we can see an decrease of $2.96M in the current position value, from $39.5M to 36.6M.
Below you can find more details about New Legacy Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$36.6 Million
ETFs: $24.1 Million
Communication Services: $7.28 Million
Technology: $4.46 Million
Financial Services: $432,000
Consumer Cyclical: $222,000
Industrials: $72,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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